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> Semi is not dependent on 4680 batteries

But they obviously have SOME capacity to make Semi batteries. But just... haven't?

> only selling to customers close to the factories and engineers so they could service them quickly, learn and adapt new models.

Weird that Musk said they had battery capacity issues, then, not this?

> More new Semi trucks have been recently delivered to Pepsi

Pepsi has said they've moved on. Tesla might have done so as a goodwill measure, who knows.




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