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Elon Musk gave an update on Tesla’s plan to bring Tesla Semi to volume production. It looks like it won’t happen for another year.

Tesla unveiled the production version of its Tesla Semi class 8 electric truck and delivered the first units to customers in December 2022.

It came after years of delays in the program.

Now that deliveries have finally started, the biggest question is the volume.

Before deliveries started last year, Elon Musk said that Tesla is aiming to ramp up Tesla Semi production to 50,000 units per year in 2024.

The goal always seemed to be ambitious as Tesla only had a low volume production line for Tesla Semi in Nevada, and sure enough, Musk is now revising it. The CEO says that Tesla Semi volume production shouldn’t be expected until the end of 2024.

He made the comment during a conference in Austin this week (via Wall Street Journal):

Chief Executive Elon Musk said the company doesn’t expect to begin producing its new electric semitrailer truck in larger volumes until the end of next year, citing battery-supply constraints.

As Electrek previously revealed, Tesla has built a low-volume production line capable of producing about five trucks per week in a building next to Gigafactory Nevada.

Earlier this year, Tesla announced that volume production of Tesla Semi will be established in an expansion of Gigafactory Nevada.

Electrek’s Take

This shouldn’t be surprising, considering that the expansion of Giga Nevada has yet to materialize.

Unless things start moving at lightning speed at the factory, I would be surprised if Tesla delivered more than a few thousand Tesla Semi trucks in 2024.

That’s not a good look for Musk or Tesla to be so far off of a production target. It’s almost like Musk had no idea about the state of the Tesla Semi program when he gave his estimate.

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Chevy Equinox EV and another Cadillac electric SUV recalled due to tire defect

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Chevy Equinox EV and another Cadillac electric SUV recalled due to tire defect

GM is recalling nearly 23,000 Chevy Equinox EV and Cadillac Optiq models due to a defect where the tire tread could fall off.

GM is recalling more Chevy Equinox EV models

In a letter sent to the National Highway Traffic Safety Administration (NHTSA), GM said it has decided to issue a safety recall for certain Chevy Equinox EV and Cadillac Optiq models from model years 2025 to 2026.

This time, it isn’t necessarily GM’s fault. The vehicles may be equipped with 21″ all-season tires that Continental Tire is recalling.

According to Continental, the tires were produced during the week of October 6, 2024, and may have a defect where the tire tread could partially or fully detach. The records show the defect is due to a nonconforming tread base rubber compound.

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Owners of affected vehicles may notice unusual tread wear or bulging, vibration while driving, or tire noises. GM is unaware of any incidents related to the defect, but is issuing the recall out of an abundance of caution.

Cadillac-Optiq-EV-recall
Cadillac Optiq EV (Source: Cadillac)

On September 18, 2025, GM inspected the assembly plant and confirmed there were no suspect tires in stock. The 21″ tires come standard on RS trims and are optional on LT1 and LT2 grades.

Although GM is recalling 22,914 Chevy Equinox EVs and Cadillac Optiqs, it estimates that only about 1% of them have the defect.

The recall includes:

  • 2026 Cadillac Optiq: 214
  • 2026 Chevy Equinox EV: 1,832
  • 2025 Cadillac Optiq: 3,468
  • 2025 Chevy Equinox EV: 17,400

GM dealers will check all four tires and replace them if needed, free of charge. Dealers were notified on October 16. Owner notification letters are expected to be mailed out on December 1, 2025.

You can contact Chevrolet’s customer service number at 1-800-222-1020 or Cadillac’s at 1-800-333-4223. GM’s recall number is N252525030. Owners can also call the NHTSA hotline at 1-888-327-4236 or visit the nhtsa.gov website for more information.

The Chevy Equinox EV is now the third best-selling EV in the US, trailing only the Tesla Model Y and Model 3. Meanwhile, Cadillac’s entry-level Optiq SUV is the fifth-most-popular luxury EV. The recall is minor and only affects a small percentage of models, so it’s not expected to have a major impact.

If you want to test one of them for yourself, we can help you get started. Check out our links below to find available Chevy Equinox EV and Cadillac Optiq models near you.

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Podcast: TSLA earnings madness, Rivian layoffs, Ford pauses F-150 Lightning, more

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Podcast: TSLA earnings madness, Rivian layoffs, Ford pauses F-150 Lightning, more

In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss Tesla’s earnings madness, Rivian layoffs, Ford pausing F-150 Lightning, and more.

The show is live every Friday at 4 p.m. ET on Electrek’s YouTube channel.

As a reminder, we’ll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in.

After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps:

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We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming.

Here are a few of the articles that we will discuss during the podcast:

Here’s the live stream for today’s episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET:

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Tesla Cybertruck owners thought they were victim of vandals, turned out to be a defect

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Tesla Cybertruck owners thought they were victim of vandals, turned out to be a defect

Some Tesla Cybertruck owners thought they were victims of vandalism, but it turned out that it was just a factory defect.

Earlier this year, amid Elon Musk’s controversial involvement in politics, there was a noticeable surge in vandalism against Tesla vehicles, particularly Cybertrucks.

Therefore, it’s not too surprising to see some owners worried that they were victims of vandalism when strange inscriptions appeared on their electric trucks.

Earlier this week, a Tesla Cybertruck owner posted on a Cybertruck Facebook group:

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Any ideas how to remove a hydrochromic paint? Some person vandalized my truck. It only appears when wet.

The owner shared images of what he believed was invisible ink being used to vandalize his truck:

Several other owners chimed in and confirmed that they weren’t alone with this issue.

However, it is not vandalism. It’s a problem with Tesla’s protective film at the factory.

Another Cybertruck owner, Christian Maciel, had the same issue. He brought it to the Tesla service and shared the technician’s report.

The report mentioned “other owners report different initials (‘MPS’, ‘BLT’, ‘WC’)” showing up on the B pillar when wet – confirming that it is a widespread problem.

The culprit is an imprint from the factory protective film. Tesla wrote in the report:

Technician inspected the driver-side B-pillar and verified the presence of a persistent mark (‘BVT’) that appears when wet, confirmed as residue from factory protective film. The issue was caused by residue left after the removal of the factory’s protective film. Technician replaced the left-hand B-pillar applique to address the issue. The fix was validated by ensuring the mark no longer appears when the surface is wet.

They had to fully replace the part:

Tesla Cybertruck had about a dozen safety recall since going into production two years ago.

However, there are many more non-safety defects that led Tesla to conduct large-scale service of the Cybertruck.

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