News
Tesla Semi spotted in Supercharger between mysterious Lathrop facility and Fremont factory
Tesla’s eye-catching red Semi prototype was recently sighted paying a visit to a Supercharger located between the company’s mysterious Lathrop facility and its main factory in Fremont, CA. Similar to other sightings of the vehicle, the all-electric truck seemed to have attracted attention from Tesla enthusiasts in the area.
Tesla enthusiast John Grinley was staying at a hotel in Dublin, CA this past Saturday when he decided to stop by a nearby Tesla store so he could test drive a Model 3. While spending some time at the location, the aspiring Model 3 owner was asked by the staff if he would like to stay a little longer to see the Tesla Semi in person. Not wanting to miss the opportunity, Grinley opted to wait.
Just as hinted at by the store’s staff, the Tesla Semi did arrive at the Dublin Store, parking itself at a Supercharger. Grinley, together with around 10-15 people who were at the store for test drives, were treated to a rare, up-close look at the all-electric long hauler. The enthusiast was able to capture a couple of photos, as well as a video of the vehicle parking at a charging spot.
Tesla has stated it would be using the Semi for its own operations, and if sightings of the vehicle are any indication, this does appear to be the case. This is one of the reasons why several Semi sightings have been in areas that are close to or en route to a key Tesla location. Dublin, for example, lies between Tesla’s Fremont, CA factory and the electric car maker’s massive, mysterious Lathrop facility, which is currently under construction.
Tesla has been incredibly secretive about the nature of the Lathrop site, though speculations have suggested that the location could be utilized either as a parts distribution center, or even a site for the production of the Semi. Recent photos taken inside the massive facility, for one, show some remarkable similarities with the interior of Gigafactory 3 in China, which, of course, is intended for electric vehicle production.
Tesla has been road-testing the Semi since it was unveiled almost two years ago. Since then, both Semi prototypes have been sighted in multiple parts of the country. At times, the vehicles were spotted bobtailing (traveling without a trailer attached), while at other times, the all-electric trucks were seen pulling a trailer. More recently, the red-wrapped Semi prototype has been seen pulling a trailer filled with concrete weights, as could be seen in the recent sighting above.
Just like Tesla’s existing lineup of vehicles, the Semi is expected to have the potential to disrupt the highly-lucrative trucking market. Thanks to its four Model 3-derived electric motors, the Tesla Semi boasts a lot of power and torque, allowing the vehicle to accelerate from 0-60 mph in 5 seconds flat without a trailer. With a full load, the Semi is still capable of reaching highway speeds in around 20 seconds. This acceleration could be seen in several sightings involving the vehicle, proving that when it starts getting released, the Semi would likely outrun its fossil fuel counterparts on a regular basis.
Watch the Tesla Semi visit the Dublin store in the video below.
News
Tesla is overhauling its Full Self-Driving subscription for easier access
The subscription model is more accessible to many owners, as it is reasonably priced and offers the option to take a month off from using it if they are interested in saving money.
Tesla is overhauling its Full Self-Driving subscription and how it markets it to customers after several owners and fans of the company complained about the accessibility of the monthly access to its driver assistance suite.
Tesla Full Self-Driving is the automaker’s semi-autonomous driving suite, which is widely regarded as the most robust and capable on the market today. Owners can purchase the suite outright for $8,000, or they can subscribe to the program for $99 per month, an option it enabled a few years ago.
However, it is not super easy to subscribe to the subscription model, nor is it even recognized on the company’s Online Design Studio. Without some research or prior knowledge, a consumer might not even know they could pay monthly to experience Full Self-Driving.
That is set to change, according to Tesla’s AI/IT Infrastructure, Cybersecurity, IT Apps, and Vehicle Service head Raj Jegannathan, who said the company is planning to change that.
Instead of having customers only have the option to pay outright for the suite, Tesla is now planning to offer the subscription model in its Online Design Studio, making it easier to activate that option:
Yes, will optimize the design to offer both full purchase, subscriptions(with free trial) on the configurator.
— Raj Jegannathan (@r_jegaa) August 24, 2025
It will be the second major change Tesla makes to how it sells Full Self-Driving to customers, the first being videos of real-life operation of FSD in the Design Studio. Previously, the site only showed animations of Full Self-Driving’s capabilities.
Tesla added the videos of FSD handling some tricky situations, as well as general operation of the suite, to the Design Studio in recent weeks.
Tesla makes big change to encourage Full Self-Driving purchases
The subscription model is more accessible to many owners, as it is reasonably priced and offers the option to take a month off from using it if they are interested in saving money.
Many cannot justify paying for the suite outright, especially as it adds $8,000 to the cost of their car. After they experience its capabilities for themselves, they might.
Both moves appear to be an effort to increase the take rate of Full Self-Driving, particularly as autonomy takes center stage at Tesla.
With the rollout of Robotaxi and some teased capabilities of the upcoming v14 iteration of Full Self-Driving, Tesla is gearing up to continue advancing its self-driving technology.
Tesla (NASDAQ: TSLA) recently talked about a variety of topics with Wall Street firm Piper Sandler, as the firm released a new note on Friday about their meeting with the company’s Investor Relations team.
According to the note from Piper Sandler, Tesla talked in detail about the Semi program, Optimus, and its potential valuation given its capabilities, the rollout of Robotaxi in Austin, and Full Self-Driving progress in the United States.
Tesla Semi Ramp
The Tesla Semi is set to enter mass production in 2026 at a dedicated factory near the company’s Gigafactory in Reno, Nevada.
The Semi has already been in pilot program testing, as Tesla has partnered with a few companies, like Frito-Lay and PepsiCo., to perform regional logistics. It has been met with excellent reviews from drivers, and it has helped give Tesla a good idea of what to expect when it makes its way to more companies in the coming years.
Piper Sandler said that it is evident Tesla is preparing for a “major ramp,” but it is keeping its expectations low:
“We’ve never expected much from this product, but we’d love to be proven wrong (Tesla is clearly prepping for a major ramp).”
Tesla Optimus and its value internally and externally
Optimus has been working in Tesla factories for some time, but its expectations as a product offering outside of the company internally have major implications.
Its role within Tesla factories, for now, is relatively low, but Optimus is still doing things to assist. By this time next year, Piper Sandler said Optimus should have bigger responsibilities:
“By this time in 2026, Optimus should be moving/staging parts within Tesla’s facilities.”
Outside of Tesla, Optimus could be a major beneficiary for companies as it could be a more affordable way to handle tedious tasks and manual labor. The firm believes that if Optimus can work 18-hour shifts, a cost of $100,000 per unit “would be justified.”
Tesla Robotaxi Expansion
The big focus of the firm with Robotaxi was Tesla’s expansion of the geofence in Austin this week. It was substantial, bringing the Robotaxi’s total service area to around 170 square miles, up from the roughly 90 square miles that rival Waymo is offering in the city.
Tesla Robotaxi geofence expansion enters Plaid Mode and includes a surprise
Tesla has doubled its geofence three times since its launch in late June, and it also revealed that its fleet of vehicles has expanded by 50 percent. It did not give a solid number of how many vehicles are operating in the fleet.
Tesla Full Self-Driving v14 launch
Tesla’s Full Self-Driving suite is set to have a fresh version, v14, rolled out in either September or October, and there are some pretty high expectations for it.
CEO Elon Musk said:
“The FSD release in about 6 weeks will be a dramatic gain with a 10X higher parameter count and many other improvements. It’s going through training & testing now. Once we confirm real-world safety of FSD 14, which we think will be amazing, the car will nag you much less.”
There is also some expectation that v14 could be the public release of what Tesla is running in Austin for Robotaxi. The firm confirmed this in their note by stating it “should enable Tesla owners to use software that is on par with Robotaxis in Austin.”
The only real hold up would be regulator skepticism, but Tesla can alleviate this with strong data.
The firm maintained its ‘Overweight’ rating and the $400 price target it holds on the stock.
News
Tesla starts Full Self-Driving rollout to owners in Australia
“To have this car drive me around Brisbane for an hour, we’re talking in the city, motorway, spaghetti bowl of on-ramps, it handled it so well. It was mind-blowing.”
Tesla has already started rolling out its Full Self-Driving suite to owners in Australia after officially launching the driver assistance suite in the country yesterday.
Earlier this week, Tesla seemed to be moving toward the launch of Full Self-Driving (Supervised) in Australia after numerous media members received early access to test its performance.
Tesla officially launched Full Self-Driving (Supervised) in Australia yesterday. The company told media members who got early access to the suite that the rollout would begin with Hardware 4-equipped Model 3 and Model Y vehicles.
The release would be slow and gradual, with the process performed in stages.
The first stage of the rollout has already begun in Australia:
🚨 The first wave of Tesla Full Self-Driving is rolling out to owners in Australia
It’s here 🇦🇺 https://t.co/BQH8axjs0g pic.twitter.com/qsQUcG6lRx
— TESLARATI (@Teslarati) August 29, 2025
Tesla is reminding drivers in Australia who are using the suite for the first time that they must not become complacent while FSD is in operation. It is not fully autonomous and still requires the driver to remain attentive to road conditions and the vehicle’s surroundings.
Currently, the suite is only available to purchase outright, and it comes at a cost of $10,100. A subscription model is in the works, similar to the one in the United States, but Tesla has not yet announced its plans or pricing model for this.
Australia is the sixth country to receive Full Self-Driving (Supervised), or at least some version of it, as the United States, Canada, Mexico, China, and Puerto Rico all have access to the suite currently. In China, it is slightly different and is referred to as “City Autopilot” due to regulatory boundaries.
Early reviews of the suite have been very strong, as local media have also had the opportunity to try it, with one journalist saying, To have this car drive me around Brisbane for an hour, we’re talking in the city, motorway, spaghetti bowl of on-ramps, it handled it so well. It was mind-blowing.”
Mainstream media’s review of @Tesla‘s FSD (Supervised) after using it public roads in Australia:
“To have this car drive me around Brisbane for an hour, we’re talking in the city, motorway, spaghetti bowl of on-ramps, it handled it so well. It was mind-blowing.” pic.twitter.com/Rjsh6yXk93
— Sawyer Merritt (@SawyerMerritt) August 29, 2025
Tesla is overhauling its Full Self-Driving subscription for easier access
Tesla talks Semi ramp, Optimus, Robotaxi rollout, FSD with Wall Street firm
Tesla starts Full Self-Driving rollout to owners in Australia
-
Elon Musk3 days agoSpaceX Starship Flight 10 was so successful, it’s breaking the anti-Musk narrative
-
Elon Musk2 days agoElon Musk reveals when SpaceX will perform first-ever Starship catch
-
Elon Musk20 hours agoElon Musk shares unbelievable Starship Flight 10 landing feat
-
News2 days agoTesla launches Full Self-Driving in a new region
-
News2 days agoTesla Robotaxi rival Waymo confirms massive fleet expansion in Bay Area
-
News2 days agoTesla appears to have teased a long-awaited Model Y trim for a Friday launch
-
News3 days agoTesla Semi earns strong reviews from veteran truckers
-
News6 days agoTesla makes big change to encourage Full Self-Driving purchases