News
Tesla Semi’s future rivals get teased in Ford’s F-Vision electric truck concept
Each vehicle that Tesla has released to date holds the distinction of being disruptors in their respective segments. This is true for the Model S, the Model X, and the Model 3 — all of which have seemingly helped push established automakers to explore cleaner forms of transportation.
The Tesla Semi is no different, particularly since the electric truck is entering a segment where electrification is still a relatively novel idea. As the trucking market prepares for the arrival of the Tesla Semi, some legacy automakers are now exploring electrified concepts of their own, the latest of which is Ford with its F-Vision, a zero-emissions truck built with autonomy in mind.
The Ford F-Vision was unveiled last Thursday at the IAA Commercial Vehicle Show in Germany. The vehicle is built by Ford Ottosan, the legacy automaker’s Turkey-based vehicle production base. During its unveiling, Ford noted that the F-Vision is meant to feature Level 4 self-driving capabilities. Being a concept vehicle, Ford was tight-lipped about the concept truck’s estimated power and range, but the company did stress the F-Vision’s autonomous capabilities.
Ford designed the F-Vision in such as way that it could either be driven by a human driver or operate on its own. The truck has quite a few tricks up its sleeve as well, such as an adaptable windshield that automatically tints to counteract the sun’s brightness, or raise and lower to maximize or minimize the driver’s view of the road. The truck is also equipped with an interactive front end, which can display different designs and communication methods. Linking to a trailer is designed to be seamless with the F-Vision as well, as the vehicle features an automated link system with its trailer.
Just like the Tesla Semi, the F-Vision is optimized for safety. Ford even announced that a feature not unlike Tesla’s “Convoy Mode” for the Semi would be available, as drivers of the F-Vision can “platoon” with other vehicles to optimize safety. Inasmuch as the F-Vision is a compelling step towards electrification though, Ford has noted that the vehicle is strictly a concept for now. It could very well be the basis of Ford’s other electric trucks in the future, but it might be a while before the veteran automaker starts producing and releasing its lineup of zero-emissions trucks. Ultimately, by the time Ford’s fleet of electrified long-haulers hit the market, the Tesla Semi would likely be as ubiquitous as the Tesla Model S, X, and now, the Model 3. Nevertheless, the idea of more electric trucks on the road means that Tesla’s push towards cleaner transportation is working.
During the vehicle’s unveiling, Elon Musk announced that the Semi would start production in 2019. Just recently, this timeline was clarified by Tesla head of investor relations Martin Viecha, who noted that the company aims to begin producing the Semi “earnestly” by 2020. Ahead of its release, the Semi is currently undergoing real-world testing, with the vehicle being spotted in several states across the US. Just recently, the Semi was spotted near the company’s office in Draper, UT, where it surprised Tesla enthusiasts with its unearthly sound while it was accelerating.
Here is Ford’s preview for the F-Vision concept, as well as a recent sighting of the Tesla Semi.
https://youtu.be/BMlrXaIk0WE
News
Tesla Full Self Driving (FSD) is nearing approval in a new country
As per the official, Tesla’s Full Self-Driving system could be enabled in Israel in the near future.
It appears that Tesla FSD (Supervised) is heading to a new country soon, at least based on comments from Israel’s Transport and Road Safety Minister Miri Regev.
As per the official, Tesla’s Full Self-Driving system could be enabled in Israel in the near future.
Israeli drivers are pushing for FSD rollout
While Tesla’s FSD is already operational in markets like the U.S., Canada, and Australia, Israeli owners have long been unable to use the feature due to regulatory barriers. Despite its premium price tag, however, numerous Tesla owners in Israel have noted that the technology’s safety benefits, at least when approved for real-world use in the country, justify its cost.
It was then no surprise that nearly 1,000 Tesla owners in Israel have already petitioned the government to greenlight FSD’s domestic release in Israel. In a post on X, Regev seemed to confirm that FSD is indeed coming to Israel. “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel,” she wrote in her post.
FSD’s regulatory support in Israel
Regev stated that her Ministry views promoting innovative technologies as essential to improving both road safety and smart mobility. A working group led by Moshe Ben-Zaken, Director General of the Ministry of Transportation has reportedly been tasked to finalize the approval process, coordinating with regulatory and safety agencies to ensure compliance with international standards.
In a comment to Geektime, Israel’s Ministry of Transportation and Road Safety noted that Regev is indeed supporting the release of FSD in the country. “Minister Regev sees great importance in promoting innovative technologies, and in particular in the entry of advanced driving systems (FSD) into the Israeli market, as part of the ministry’s policy to encourage innovation, safety, and smart transportation,” the Ministry stated.
Investor's Corner
Bank of America raises Tesla PT to $471, citing Robotaxi and Optimus potential
The firm also kept a Neutral rating on the electric vehicle maker, citing strong progress in autonomy and robotics.
Bank of America has raised its Tesla (NASDAQ:TSLA) price target by 38% to $471, up from $341 per share.
The firm also kept a Neutral rating on the electric vehicle maker, citing strong progress in autonomy and robotics.
Robotaxi and Optimus momentum
Bank of America analyst Federico Merendi noted that the firm’s price target increase reflects Tesla’s growing potential in its Robotaxi and Optimus programs, among other factors. BofA’s updated valuation is based on a sum-of-the-parts (SOTP) model extending through 2040, which shows the Robotaxi platform accounting for 45% of total value. The model also shows Tesla’s humanoid robot Optimus contributing 19%, and Full Self-Driving (FSD) and the Energy segment adding 17% and 6% respectively.
“Overall, we find that TSLA’s core automotive business represents around 12% of the total value while robotaxi is 45%, FSD is 17%, Energy Generation & Storage is around 6% and Optimus is 19%,” the Bank of America analyst noted.
Still a Neutral rating
Despite recognizing long-term potential in AI-driven verticals, Merendi’s team maintained a Neutral rating, suggesting that much of the optimism is already priced into Tesla’s valuation.
“Our PO revision is driven by a lower cost of equity capital, better Robotaxi progress, and a higher valuation for Optimus to account for the potential entrance into international markets,” the analyst stated.
Interestingly enough, Tesla’s core automotive business, which contributes the lion’s share of the company’s operations today, represents just 12% of total value in BofA’s model.
News
Tesla Model Y on FSD saves couple after encountering King of edge cases
Experts have noted that if confirmed, this could be the world’s first recorded meteorite collision involving a Tesla.
A South Australian Tesla driver is thanking his Model Y’s Full Self-Driving system after a mysterious object, possibly a meteorite, slammed into his car’s windshield while it had FSD engaged.
The impact sent hot glass fragments flying through the cabin as the vehicle continued driving without human input through the darkness. Experts have noted that if confirmed, this could be the world’s first recorded meteorite collision involving a Tesla.
The Tesla owner was enjoying a quiet drive home when they hit the king of edge cases
Veterinarian Dr. Andrew Melville-Smith and his wife were traveling north on Augusta Highway on the night of October 19 when a sudden blast struck their newly delivered Model Y. At the time, it was clear, pitch black night, and Dr. Melville-Smith and his wife were just listening to a podcast while FSD was operating the vehicle, as noted in a Yahoo News report.
Suddenly, something hit the Tesla’s windshield. “Then there was, (what) I can only describe as a very, very violent explosion. The whole inside of the car was literally blasted with glass fragments. It was full of white smoke, and it smelled like the car was on fire,” Dr. Melville-Smith stated.
The vet stated that he and his wife were stunned for a good 10 seconds, and for a bit, he and his wife thought they had crashed. Images of the crash’s aftermath showed a massive crack on the Tesla’s windshield, which Dr. Melville-Smith noted was hot to the touch. The object that hit the Tesla’s windshield was so hot that part of the vehicle’s windshield was partly melted.
FSD kept driving despite the possible meteorite strike
Thankfully, the Tesla was operating with its FSD (Supervised) system engaged at the time. Thus, despite the vehicle being hit by what might be a literal meteorite, and despite Dr. Melville-Smith and his wife being stunned because of the impact, their Tesla just kept driving steadily.
“I thought we’d had an accident, but then I looked at the screen and went ‘Oh, we’re still driving. We were moving around, so it obviously thought we were paying attention, and it was happy to keep driving to Port Augusta. After we pulled over, we saw the big crater in the windscreen,” the vet said.
The South Australian Museum is now examining the case, with geologist Dr. Kieran Meaney stating the scorched glass and heat damage do suggest a potential meteorite strike. “The little detail that’s really selling it for me at the moment is that whatever it was that hit the windscreen seems to have been very hot,” Meaney explained. However, the object has yet to be recovered.
Check out a video of the remarkable edge case below.
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