

News
Tesla Semi & Convoy Mode are a perfect fit for EU Commission’s updated mobility strategy
The Tesla Semi and its Convoy Mode feature could gain a strong foothold in Europe now that the EU Commission has released its plans to promote sustainable and smart transportation options in the region. The EU Commission released its Sustainable and Smart Mobility strategy last week.
The strategy focused on three key factors, namely sustainability, smart mobility, and resilience. It included goals for the passenger car industry, but also prominently discussed making public transportation and heavy-duty vehicles carbon neutral.
Zero-Emission Lorries and the Tesla Semi
The EU Commission plans to have at least 30 million zero-emission cars and 80,000 carbon neutral lorries, or heavy duty trucks like the Tesla Semi, in operation by 2030. It will propose a revision in CO2 standards for cars and vans in Europe by June 2021 and review carbon standards for heavy-duty vehicles by 2022.
The EU Commission’s plans for zero-emission lorries puts the Tesla Semi in an advantageous position. Besides being carbon neutral, the Tesla Semi also aligns with the EU Parliament’s truck manufacturing law.
Last year, the EU Parliament voted for a law that required heavy-duty vehicle manufacturers to produce more aerodynamic, energy efficient trucks. Regulations in the law depicted a truck with 80-90 cm cabs and bigger windshields for a better view of the road. The European Federation for Transport and Environment released an illustration of the EU Parliament’s ideal heavy-duty vehicle design and it was very similar to the Tesla Semi.
Between the EU Commission and EU Parliament, it seems the game has been set for Tesla. The scales seems to tip more in favor for Tesla and the Semi when the Commission’s Smart Mobility plan comes into play.
Tesla Semi’s Convoy Mode in Europe
As for Smart Mobility, the EU Commission wants to proactively create favorable conditions for the development of new technologies. The Commission even stated that it would provide “all necessary legislative tools for their [new technologies’] validation.”
Support for autonomous vehicles is specifically mentioned in the EU Commission’s strategy, giving the Tesla Semi yet another advantage in Europe’s heavy-duty vehicle industry. Tesla’s advanced driver-assist software, Full Self-Driving, has been laid with some restrictions in Europe, but that may change in the future.
Tesla’s autonomous software development will definitely make it to the Semi and one feature in particular could be a gamer changer in the industry–Convoy Mode. Back in 2017, when Tesla unveiled the Semi, Elon Musk shared that the company’s Class 8 truck was already capable of Convoy Mode, which would allow multiple Semis to semi-autonomously draft in close proximity with each other. Since then, Tesla’s FSD and Autopilot software have gone through vast improvements, suggesting that Convoy Mode only improved as well.
Trucking veteran Sean Chenault was impressed by the Semi’s feature set and was particularly taken by Convoy Mode. “Having autonomous vehicles, you don’t need to pay a driver, and you don’t need to worry about hours of services,” he said. The trucking industry has been struggling with a shortage of drivers lately due mostly to safety concerns. Features like Convoy Mode have been one possible solution to solving driver shortage.
The Tesla Semi’s place in the EU Future
Chenault said the Semi was “a good thing for the trucking industry as a whole.” And it may be good for the EU Commission’s Sustainable and Smart Mobility strategy, too, specifically when it pertains to lorries.
Tesla’s business as an all-electric car maker would definitely benefit for the EU Commission’s new strategy. Tesla has already been gaining some more ground in Europe over the years with the Tesla Model 3. Next year could be another big year for Tesla in Europe with Giga Berlin and the release of the Model Y in the region. With the Semi in the picture, Tesla could cement itself as a key player in the region’s transportation sector.
News
Tesla Optimus is learning martial arts in new video teasing capabilities
For the past few months, Tesla has been refining its capabilities and making some serious progress on what Optimus is capable of. This morning, Musk released a new video showing Optimus learning Kung Fu, perhaps its most impressive feat yet.

Tesla Optimus is learning martial arts, a new video released by CEO Elon Musk shows, a crazy development and advancement in the robotics project the company has been working on for a few years.
Optimus has been a major focus of Tesla for the past several years, especially as Musk has said he believes it will be the biggest product of all time and could be the biggest contributor to the company’s valuation.
For the past few months, Tesla has been refining its capabilities and making some serious progress on what Optimus is capable of. This morning, Musk released a new video showing Optimus learning Kung Fu, perhaps its most impressive feat yet:
Tesla Optimus learning Kung Fu pic.twitter.com/ziEuiiKWn7
— Elon Musk (@elonmusk) October 4, 2025
The video shows Optimus working with a Kung Fu teacher, known as a Shifu, going through what appears to be some sort of routine of combinations. It’s quite impressive to see the fluidity of the movements and Optimus’s ability to keep up with Shifu.
Tesla has been “working hard” to scale Optimus production, Musk said last week, a project that has obviously confronted both AI and manufacturing teams with a variety of challenges.
The plan is to have an annual production run-rate of one million units by 2030, and there were plans to build 5,000 units this year.
Musk still believes Optimus will make up roughly 80 percent of Tesla’s value. In January, he said it would be “overwhelmingly the value of the company.”
Tesla plans to launch the Gen 3 version of Optimus soon, and although a video of a new-look prototype was released by Marc Benioff, the CEO of Salesforce, the company’s frontman stated that this was not what the next-generation prototype would look like.
Elon Musk confirms Tesla has never shown Optimus V3 design yet
This video seems to show there is still significant progress being made on the Optimus project, and it will be perhaps one of the most impressive humanoid robots available to consumers in the coming years.
Elon Musk
Tesla Full Self-Driving v14 gets new release date, Elon Musk details
“Last minute bug cropped up with V14. Released is pushed to Monday, but that gives us time to add a few more features.”

Tesla’s Full Self-Driving version 14 has gotten a new release date after new details from CEO Elon Musk opened up some new perspectives on the suite.
Originally slated for an “early wide release” of v14 this past week, then a launch of v14.1 and v14.2 this week and next week, respectively, delays arose after Tesla’s Autopilot team found some issues within the software.
Tesla FSD V14 set for early wide release next week: Elon Musk
Musk detailed on X this morning that a “last minute bug” appeared before release, which has now pushed FSD v14’s release back to this Monday:
Last minute bug cropped up with V14. Released is pushed to Monday, but that gives us time to add a few more features.
— Elon Musk (@elonmusk) October 4, 2025
Musk also said the delay would give Tesla the ability to “add a few more features,” which seems like an added advantage, although he did not provide any additional details on what these features could be.
In classic Musk fashion, he has teased the capabilities of this version of the FSD suite since it became public knowledge that Tesla was working on it. He said that it is the second most important update for the AI/Autopilot team since FSD v12.
V14 will have a parameter count that is ten times what previous iterations were, which should provide more accuracy and a more human-like operation.
🚨 Tesla is making “significant improvements” in FSD software and plans to increase parameter count by roughly 10x from what people are currently experiencing pic.twitter.com/r974W6ToGi
— TESLARATI (@Teslarati) July 23, 2025
Musk has said v14 “feels alive” and has used the word “sentient” to describe its performance. The goal with the new FSD rollouts is to eliminate as many interventions as possible, making it as close to human driving as possible.
Investor's Corner
Tesla just got a weird price target boost from a notable bear

Tesla stock (NASDAQ: TSLA) just got a weird price target boost from a notable bear just a day after it announced its strongest quarter in terms of vehicle deliveries and energy deployments.
JPMorgan raised its price target on Tesla shares from $115 to $150. It maintained its ‘Underweight’ rating on the stock.
Despite Tesla reporting 497,099 deliveries, about 12 percent above the 443,000 anticipated from the consensus, JPMorgan is still skeptical that the company can keep up its momentum, stating most of its Q3 strength came from leaning on the removal of the $7,500 EV tax credit, which expired on September 30.
Tesla hits record vehicle deliveries and energy deployments in Q3 2025
The firm said Tesla benefited from a “temporary stronger-than-expected industry-wide pull-forward” as the tax credit expired. It is no secret that consumers flocked to the company this past quarter to take advantage of the credit.
The bump will need to be solidified as the start of a continuing trend of strong vehicle deliveries, the firm said in a note to investors. Analysts said that one quarter of strength was “too soon to declare Tesla as having sustainably returned to growth in its core business.”
JPMorgan does not anticipate Tesla having strong showings with vehicle deliveries after Q4.
There are two distinct things that stick out with this note: the first is the lack of recognition of other parts of Tesla’s business, and the confusion that surrounds future quarters.
JPMorgan did not identify Tesla’s strength in autonomy, energy storage, or robotics, with autonomy and robotics being the main focuses of the company’s future. Tesla’s Full Self-Driving and Robotaxi efforts are incredibly relevant and drive more impact moving forward than vehicle deliveries.
Additionally, the confusion surrounding future delivery numbers in quarters past Q3 is evident.
Will Tesla thrive without the EV tax credit? Five reasons why they might
Tesla will receive some assistance from deliveries of vehicles that will reach customers in Q4, but will still qualify for the credit under the IRS’s revised rules. It will also likely introduce an affordable model this quarter, which should have a drastic impact on deliveries depending on pricing.
Tesla shares are trading at $422.40 at 2:35 p.m. on the East Coast.
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