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Tesla Semi truck production would showcase lessons gained from Model 3

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Being the electric car maker’s first entry into the trucking industry, the stakes are high for the Tesla Semi. Just like the Model 3, Tesla could revolutionize the trucking industry if the Semi proves to be a success. The company is aiming to start production of the Semi sometime in 2019 — a target that exhibits Elon Musk’s tendency to adopt aggressive manufacturing timelines. That said, if Tesla’s progress in the Model 3 ramp is any indication, there is a good chance that the Semi could be Tesla’s first vehicle to not run into major problems when it starts production.

Tesla is no stranger to missed production deadlines. In 2007, Tesla announced that it has plans to build 10,000 of the then-mythical Model S sedan annually starting in 2009. Production was ultimately delayed, and the vehicle was introduced in June 2012. The Model X experienced an even more significant delay, with deliveries starting on September 2015 instead of its initially planned early 2014 release. Tesla’s latest vehicle, the Model 3, has experienced delays as well — an ordeal that CEO Elon Musk aptly dubbed as “production hell.” When the handover of the first 30 Model 3 was held last year, Musk announced that Tesla is aiming to produce 5,000 units of the electric sedan a week by the end of 2017. Tesla was only able to hit that target at the end of Q2 2018.

Considering Tesla’s history and reputation for delays, does this mean that the Semi would follow the same fate? Most likely not. On the contrary, the Semi might very well be the first Tesla vehicle that would not experience a delay as bad as its predecessors. Tesla might miss its 2019 target for the truck given that the timeline was announced by a very optimistic Elon Musk, but once manufacturing begins, there is a good possibility that the Semi would not take the company to “production hell” like the Model 3.

When Elon Musk unveiled the Semi last November, he pitched the vehicle as an electric truck that can disrupt the trucking industry. With stunning performance specs such as a 0-60 mph time in 5 seconds flat, a capability to haul 80,000 lbs of cargo, and a range of 500 miles per charge for the Long Range version, the Semi is a serious long-hauler. These impressive specs aside, one thing that made the Semi quite remarkable was the fact that it shared components with the Model 3, from its four electric motors to the two touchscreens on the driver’s console. A video of the Semi shared earlier this year on YouTube even showcased how the truck features an air vent similar to the Model 3.

Tesla is not done with the Semi either. As testing of the vehicle continues, Tesla is rolling out improvements to the truck’s design. Back in May, Elon Musk stated that the Semi’s range would be closer to 600 miles per charge. During the Q2 earnings call, Elon Musk also teased a new battery module “that’s actually lighter, better, (and) cheaper.” These new modules are expected to start production sometime in Q1 2019, which could result in vehicles being lighter and having more range — advantages that are pertinent for the electric long-hauler.

Tesla’s production ramp for the Model 3 proved to be a classic tale of trial and error, with a dash of automation-driven hubris thrown in. Over the past year, the company learned a lot of lessons as it evolved from an upstart automaker into a more mature car company. When Tesla starts the Semi’s production, there’s a good chance that it would no longer be a company that adopts unrealistic release timelines. Instead, it would be an automaker that has gained experience over years of missed deadlines. The fact that the Semi shares components with the electric sedan would be a given plus, but the real boost in the manufacturing of the electric truck would likely be caused the expertise that Tesla gained when it tackled the challenge of the Model 3 ramp.

The market for the Tesla Semi is vast, and so far, reactions from the market are encouraging. During the company’s Q1 2018 earnings call, Elon Musk and CTO JB Straubel noted that Tesla has around 2,000 reservations for the vehicle. Tesla has also acquired orders from companies such as PepsiCo, FedEx, and UPS in the United States and Bee’ah from the United Arab Emirates, to name a few.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla Europe builds momentum with expanding FSD demos and regional launches

Needless to say, it appears that Tesla is putting in some serious effort into boosting sales in Europe this year. 

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Credit: Tesla Europe & Middle East/X

Tesla has been notably active across Europe in recent weeks, expanding its Full Self-Driving (Supervised) ride-along program, entering a new market, and showcasing its newest vehicles across multiple regions. 

Needless to say, it appears that Tesla is putting in some serious effort into boosting sales in Europe this year. 

Tesla Europe recently announced the expansion of its FSD (Supervised) ride-along experiences, inviting the public to experience the system on local roads. Initially available in Italy, France, and Germany when it launched, the program has now expanded to Hungary, Finland, and Spain.

The ride-along program allows participants to ride in the passenger seat and observe how FSD Supervised handles real-world traffic scenarios, including dense urban driving and other challenging conditions. Tesla has positioned the initiative as a way to familiarize European drivers and regulators with the system’s capabilities in everyday use. The program has received positive reviews so far, with many being impressed by FSD’s real-world capabilities. 

Tesla also recently launched operations in Slovakia with a pop-up store and multi-day public event in Bratislava, as noted in an EV Wire report. The launch, held from January 16 to 18 at the Eurovea Mall Promenade, featured test drives, vehicle displays, including the Cybertruck, as well as family-focused attractions such as a mini-Tesla racetrack. 

Local observers noted that Tesla Optimus was also shown at the event, while the Tesla Owners Slovakia club welcomed the brand with a coordinated light show near the Slovak National Theater. Tesla Europe later shared its appreciation for Slovakia in a post on its official social media account on X, stating, “Thanks, Slovakia, for the amazing last 3 days & for giving us such a warm welcome!”

Tesla’s Slovakia entry follows a familiar pattern used by the company in other European markets. Tesla opened a pop-up store in Bratislava as an initial step, with plans for a permanent showroom and a potential service center at a renovated site previously occupied by a Jeep and Dodge dealership. Tesla has used a similar approach in markets such as Czechia and Lithuania, where permanent facilities followed within a few months of pop-up launches.

Slovakia already has six Supercharging sites totaling 46 Superchargers, including two locations in Bratislava, providing early infrastructure support for Tesla owners. Tesla staff program manager Supratik Saha described the Slovakia launch as a strategic expansion in the heart of the EU, citing the country’s strong automotive manufacturing base and appetite for advanced technology.

Beyond the EU, the company also marked another milestone with the first Cybertruck deliveries in the United Arab Emirates, signaling continued geographic expansion for Tesla’s newest vehicle. Just like Tesla Slovakia, the Cybertruck also received a warm welcome from the UAE’s EV community. 

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Tesla Sweden maintains Trelleborg port deal despite union blockade

As noted in a report from Dagens Arbete (DA), Tesla was able to maintain its storage agreement with the Port of Trelleborg.

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Andrzej Otrębski, CC BY-SA 4.0 , via Wikimedia Commons

Tesla Sweden is still storing vehicles at the Port of Trelleborg despite the ongoing blockades against the company from the country’s labor unions. 

Tesla still at Port of Trelleborg

As noted in a report from Dagens Arbete (DA), Tesla was able to maintain its storage agreement with the Port of Trelleborg. This allows the company to keep vehicles at the port while imports into Sweden continue. This was despite the Transport Workers’ Union’s blockade, which was aimed at halting the loading and unloading of Tesla vehicles in the area.

Local union leader Jörgen Wärja, chairman of Transport and an employee representative on the port company’s board, confirmed that the agreement was still active. “The agreement has not been terminated. You want to have the money instead of having empty warehouses. I understand the reason, but I do not support it,” Wärja said

The local union leader also noted that he visited Tesla’s storage area earlier this week. “There were a lot of cars. I was surprised that there were so many, actually,” he said.

Tesla had been able to bring vehicles into Sweden via passenger ferries at Trelleborg, a method that unions said allowed the company to bypass the blockade, DA noted. According to estimates from IF Metall, the workaround enabled Tesla to deliver thousands of cars to Sweden each year.

Port defends decision

The Port of Trelleborg did not issue a comment on its current agreement with Tesla, but said it had complied with union sympathy measures. Documents reviewed by Swedish media showed that the contract with Tesla was being extended in six-month intervals.

Port CEO Malin Collin noted that the port would not discuss individual customer arrangements. “We do not go into details regarding any customer agreements. We have continuous dialogue with potential tenants, and this is not unique to any location,” Collin wrote in an email.

The CEO added that the port was following legal requirements related to the labor dispute. “We have taken note of the Transport Workers’ Union’s decision on sympathy measures and are of course following applicable legislation and the requirements placed on us as employers,” Collin said.

Jörgen Wärja, for his part, stated that the issue was not whether Tesla’s imports into Sweden could be fully stopped, but whether the port should provide logistical support to the electric vehicle maker during an active conflict. “The port shouldn’t have anything to do with Tesla at all, we believe,” he said. “It’s purely moral. Whether you honor a conflict or not. If you say you support Transport’s sympathetic actions against Tesla, it becomes a double standard.”

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Elon Musk shares insights on SpaceX and Tesla’s potential scale

In a pair of recent posts on X, Musk argued that both companies operate in domains where growth is not linear, but exponential.

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Credit: xAI

Elon Musk outlined why he believes Tesla and SpaceX ultimately dwarf their competitors, pointing to autonomy, robotics, and space-based energy as forces that fundamentally reshape economic scale. 

In a pair of recent posts on X, Musk argued that both companies operate in domains where growth is not linear, but exponential.

Space-based energy

In a response to a user on X who observed that SpaceX has a larger valuation than all six US defense companies combined, Musk explained that space-based industries will eventually surpass the total economic value of Earth. He noted that space allows humanity to harness roughly 100,000 times more energy than Earth currently uses, while still consuming less than a millionth of the Sun’s total energy output.

That level of available energy should enable the emergence and development of industries that are simply not possible within Earth’s physical and environmental constraints. Continuous solar exposure in space, as per Musk’s comment, removes limitations imposed by atmosphere, weather, and land availability.

Autonomy and robots

In a follow-up post, Elon Musk explaned that “due to autonomy, Tesla is worth more than the rest of the auto industry.” Musk added that this assessment does not yet account for Optimus, Tesla’s humanoid robot. As per the CEO, once Optimus reaches scaled production, it could increase Earth’s gross domestic product by an order of magnitude, ultimately paving the way for sustainable abundance.

Even before the advent of Optimus, however, Tesla’s autonomous driving system already gives vehicles the option to become revenue-generating assets through services like the Tesla Robotaxi network. Tesla’s autonomous efforts seem to be on the verge of paying off, as services like the Robotaxi network have already been launched in its initial stages in Austin and the Bay Area. 

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