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Tesla Semi competition with 140 kWh battery emerges before reveal event, Tesla co-founder weighs in

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Less than a month away from the Tesla Semi reveal event, competitors are emerging to challenge the Elon Musk-led company on its first foray into the commercial trucking sector. After witnessing Tesla’s wildly successful entrance into the passenger vehicle space, existing players in the trucking industry have already realized the potential disruption Tesla could bring in their own backyard.

Just yesterday, Cummins, a massive $27 billion truck manufacturer, announced they have built an electric truck that they plan to mass produce in the next two years. The electric truck carries a 140 kWh battery pack and fast-charging technology. The 140 kWh pack will allow the vehicle to travel up to 100 miles on a single charge and capable of recharging to full capacity in approximately one hour. Cummins also plans to include a range extender to raise the overall range to 300 miles. Similar to Tesla who recently announced that their all-electric truck will have between 200 to 300 miles of range, Cummins is mainly targeting short-haul trucking needs.

Tesla CEO Elon Musk first shared his plans in July 2016 when he announced the company’s plans to shake the trucking industry to its roots. And it was revealed earlier this month that Tesla has begun testing “platooning” technology to increase battery range. Platooning would allow the trucks to drive autonomously and close together to reduce aerodynamic drag.

(Graphics: NextBigThing)

But in order for platooning to work effectively, the trucks must be able to safely navigate the dense interstates in close proximity, with little to no risk towards other vehicles. Like most things, that is easier said than done. To understand the feasibility of platooning and electric heavy duty trucks, we spoke to one of the leaders in the industry, Wrightspeed.

Ian Wright, Founder and CEO of Wrightspeed Inc. (Photo: Summer Wilson/Trucks.com)

If Wrightspeed sounds familiar, its probably because you’ve heard of its founder, Ian Wright. Ian was one of the co-founders of Tesla in 2003 and left the company in 2005 to pursue the commercial vehicle industry. Since then, Wrightspeed has designed and manufactured several different hybrid electric powertrains for buses, garbage trucks, and delivery vehicles.

Forget Platooning, Road-Trains are Coming

Here’s what Ian Wright had to say about Platooning and how he plans to tackle this issue.

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“Why don’t you pull two of three trailers with one tractor, that would be a lot more efficient than platooning.” – Ian Wright, CEO and Founder of Wrightspeed.

While Wrightspeed isn’t ready to start producing a powertrain for a hybrid electric truck, they are looking at the market seriously. The company believes that in order to maximize savings for trucking operators, their still needs to be a range extender in trucks, at least until batteries are more dense. You can listen to the full interview with Ian Wright in Episode 2 on September 13th on the NextMobility podcast.

The first episode premieres next Wednesday.

To stay on top of the latest developments in AI and autonomous technology, with special guests from industry experts, be sure to subscribe to the NextMobility podcast available on iTunes.

 

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Christian Prenzler is currently the VP of Business Development at Teslarati, leading strategic partnerships, content development, email newsletters, and subscription programs. Additionally, Christian thoroughly enjoys investigating pivotal moments in the emerging mobility sector and sharing these stories with Teslarati's readers. He has been closely following and writing on Tesla and disruptive technology for over seven years. You can contact Christian here: christian@teslarati.com

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People are already finding value in Tesla Robotaxi services

Tesla initially launched its Robotaxi service in Austin, though the company more recently launched it in the Bay Area.

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Credit: Tesla

Tesla’s Robotaxi service is still in its earliest days, but some consumers are already finding surprising value in the autonomous ride-hailing system. 

This was hinted at in recent comments on social media platform X. 

Robotaxi Ramp

Tesla initially launched its Robotaxi service in Austin, though the company more recently launched it in the Bay Area. Tesla’s geofence for its Robotaxi service in the Bay Area is massive, covering several times the area that is currently serviced by rival Waymo. 

As noted by the EV community members on social media, going end-to-end in Tesla’s Bay Area geofence would likely take over an hour’s worth of driving. That’s an impressive launch for the Robotaxi service in California, and considering Tesla’s momentum, its California geofence will likely grow substantially in the coming months.

Secret Advantage

As noted by Tesla owner and photographer @billykyle, the Tesla Robotaxi service actually has key advantages for people who travel a lot for their work. As per the Tesla owner, using a Robotaxi service would give back so much of his time considering that he gets about 5-7 shoots per day at times. 

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“I’ve been reflecting on how much of a game changer this is. As a photographer that runs my own business, servicing clients all around the Philadelphia area, I could ditch having a car and let an autonomous vehicle drive me between my 5-7 shoots I have per day. This would give me so much time back to work and message clients,” the photographer wrote in a post on X.

The Tesla owner also noted that the Robotaxi service could also solve issues with parking, as it could be tricky in cities. The Robotaxi service’s driverless nature also avoids the issue of rude and incompetent ride-hailing drivers, which are unfortunately prevalent in services such as Uber and Lyft. Ultimately, just like Unsupervised FSD, Tesla’s Robotaxi service has the potential to reclaim time for consumers. And as anyone in the business sphere would attest, time is ultimately money.

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Tesla Robotaxi and Supercharger Diner are killing a dreaded consumer tradition

Tesla is still just charging strictly for its services–while asking for zero tips.

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Credit: Joe Tegtmeyer/X

Tesla’s Robotaxi service and its newly launched Supercharger Diner are killing a longtime but increasingly dreaded consumer tradition in the United States. Based on videos taken of consumers using the Robotaxi service in the Bay Area, Tesla is still just charging strictly for its services–while asking for zero tips.

Tesla Services with Zero Tips

When Tesla launched the Robotaxi pilot in Austin, users quickly noticed that the company was not allowing riders to leave a tip for the service. If one were to try leaving a tip after a Robotaxi ride, the app simply flashes an image of Tesla’s meme hedgehog mascot with a “Just Kidding” message. 

At the time, this seemed like a small tongue-in-cheek joke from the electric vehicle maker. The initial Robotaxi pilot in Austin was rolled out on a small scale, after all, and some social media users speculated that tipping may eventually just be introduced to the service.

But upon the opening of the Tesla Supercharger Diner, consumers also observed that the facility does not allow tipping. Tesla’s notice is simple: “Gratuity: Tesla covers tipping for staff.” This means that employees who work at the Tesla Diner make enough to not rely on gratuities from consumers. 

And with the launch of the Robotaxi service in the Bay Area, users observed once more that Tesla is still not allowing tipping. This was highlighted by longtime Tesla owner @BLKMDL3, who shared a video of the Tesla Robotaxi app also briefly displaying the hedgehog mascot with a “Just Kidding” message when he tried leaving a tip.

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Out of Control

As noted in a report from The Guardian, tipping has been a longstanding business practice in the United States, were service workers typically make less than the federal minimum wage. With this system in place, service workers end up relying on gratuities to make ends meet. This was understandable, but after the pandemic, tipping culture ended up going out of control.

On platforms such as Reddit, users have also complained about services like Uber asking for large tips for using their services. Consumers have also shared shocking experiences involving some services that ask for tips. These include self-checkout counters, drive-throughs, hotdog stands, drug stores, a bottled water stall at a jazz festival, an airport vending machine, a used bookstore, a cinema box office, and a children’s arcade, among others.

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Investor's Corner

Tesla tailwinds could drive momentum-filled finish to 2025: analyst

Tesla is heading toward some momentum to finish out the year, one Wall Street firm believes.

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Credit: @heydave7/X

Tesla has some tailwinds that could drive it toward a momentum-filled finish to the year, one Wall Street analyst is predicting.

The tailwinds are joined by some minor risks that have impacted the broader electric vehicle market, but overall, this firm believes Tesla has many catalysts moving forward.

Emmanuel Rosner of Wolfe Research believes that Tesla has plenty of things that could drive the stock upward as we approach the end of the year. With Q3 well underway, Tesla has about five months of catalysts to rely on to erase the roughly 18 percent drop in stock price it has so far this year.

At first glance, it is easy to see the things that would have investors bullish on Tesla for the rest of 2025 and even beyond. Initially, the Robotaxi launch and expansion, which spread to Northern California last night, provide potentially huge tailwinds for the company moving forward.

Tesla expands Robotaxi operation to California’s Bay Area

Along with that, and slightly related, are the advancements in Full Self-Driving that the company has made over the past few months.

This includes the potential launch of the FSD suite in regions like Europe and Australia, where the company believes it will make some progress on regulatory approval in the coming months.

Finally, Wolfe says the company’s Optimus project, which is expected to enter scale production sometime next year, is the third catalyst for Tesla moving forward.

With these three projects in motion, Tesla truly can begin to work on rebounding from a rough 2025 on the market.

Rosner writes:

“This name trades more around the narrative than the numbers. And net-net, we tactically see an improving narrative from here. Tesla has several catalysts coming up w/r/t FSD and Robotaxi, including an expansion of their AV service into several new U.S. markets (San Francisco, Nevada, Arizona, Florida, etc.). The company plans to unlock hands-free/eyes-off autonomy for FSD owners in select U.S. locations by YE25. Supervised FSD in China and Europe is expected to launch over the next ~12 months. And, Optimus is expected to enter scale production in 2026.”

Tesla is currently trading around $310 at around 3:20 p.m. on the East Coast.

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