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Tesla, Inc.

Start Tesla Semi deliveries

Not delivered by the deadline

AI-assessed · human review in progress Found and assessed by AI from the cited sources. Shown with its evidence; it is not counted in any Kept Score until confirmed.

Announced
29 Apr 2020
Due
31 Dec 2021
Checked
1 Oct 2026
  • Deadline
  • Met
  • Late
  • Not met
  • Today

What the company said

“Lastly, we are shifting our first Tesla Semi deliveries to 2021.”

What we found

Evidence strength A What the grades mean

Tesla did not begin deliveries of the Tesla Semi in 2021 as committed; the company reported that it began early production and deliveries of the vehicle in December 2022.

  • A
    Tesla, Inc. 10-K filed 2023-01-31 Regulatory filing · published 31 Jan 2023 · retrieved 1 Oct 2026 · kept permanently by the SEC · fingerprint b9b5b642fb04
    “In December 2022, we began early production and deliveries of the Tesla Semi, our first commercial electric vehicle.” ✓ confirmed on the page

Market reaction: the shares moved +8.9% against the S&P 500 over the three sessions around the disclosure (30 Jan 2023 to 2 Feb 2023). What this measures

Checked 1 Oct 2026.

Commitment DNA

The structured record of this commitment. Fields the company did not state are left blank rather than guessed.

Event type
Production start
Indicative materiality
High rules
Action
Start
Deliverable
Tesla Semi deliveries
In the company’s control
High
Specificity
High

How this entry was checked

  1. Commitment recordedThe company's words were matched word for word against the filing.
  2. First checkAn AI model, Gemini (Google), read the company's later filings and recorded the outcome with a quoted passage.
  3. Second check: disagreesClaude (Anthropic) re-read the evidence blind and read it as “Met”.
  4. Tie-breakA stronger model read the evidence and both earlier answers, without knowing which was recorded, and reads it as “Late”.

Not yet confirmed. Shown on the record, but it will not count in any score until it is confirmed. How verification works

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Report an error in this entry Reference: KI-C-2020-TSLA-002315 · Corrections policy

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