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Tesla Semi truck’s battery pack and overall weight explored
The big question on everyone’s mind–at least on the minds of those who understand the freight transportation industry–is how much the Tesla Semi might weigh. If Tesla’s all-electric semi truck is to be competitive at all, it must be capable of carrying the same loads as current-use semi-trucks in the Class 8 field do.
A big point of contention from nay-sayers and those in the trucking industry who understand logistics was the lack of announcement of the Tesla Semi’s actual weight. Plenty of press was given to the much-touted “80,000-pound capacity” number bandied around by CEO Elon Musk during the truck’s unveiling late last year. That number, however, refers only to the gross vehicle weight (GVW) of the Tesla Semi and is, in fact, exactly the same number used by every Class 8 truck on the road. They’re called Class 8s, in fact, because the 8 refers to that 80,000-pound total vehicle capacity.
What wasn’t given by Tesla was the gross vehicle tare weight (GVTW) of the Semi. This is a far more important number. Where the GVW gives the total capacity of the truck in terms of how much its freight plus the truck itself can weigh, the GVTW gives just the weight of the truck, sans trailer and freight. This number tells logistics experts how much actual freight and trailer the truck can haul legally.
For example, a typical “day cab” configuration 18-wheeler with a diesel engine weighs roughly 32,000 pounds with a relatively lightweight box trailer attached and full fuel tanks. That leaves about 48,000 pounds of freight capacity for the truck. That’s important because, although the truck won’t be loaded to capacity every time, it will be expected to be capable of carrying up to about that weight. Most big rigs on the road are capable of hauling 44,000 or more pounds worth of freight, depending on configuration and trailer type.
Having experience with driving commercial trucks in the past, once hauling a refrigerated trailer that had a freight capacity of 44,500 pounds, I learned that some industries count on freight capacity as part of their logistics costs and will literally fill a truck to its maximum in order to minimize those costs.
In logistics, weight and total freight capacity are highly important metrics in the overall scheme.
What We Know
Thinking about that, then, let’s look at what we know of the Tesla Semi and its potential weight. We know that the truck uses four independent electric motors that are derived from the Model 3, that it has an energy consumption of less than 2 kWh per mile, and that it can be charged to up to 400 miles in about half an hour. We also know that Elon promised 300 to 500 miles of range in total. On that latter point, it’s pretty clear that a “lower range, cheaper option” will be offered as has been done with most of Tesla’s vehicles to-date. So we can assume a 300-mile version and a 500-mile version will be forthcoming for the Semi.
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We also know that the Tesla Semi had eight ports in its charging plug array. We saw this at the unveil in some close-up photos.
It’s clear to us that even if the Tesla Semi isn’t to become a big player in the trucking industry, the idea behind it will change things forever.
What We Don’t Know
What we don’t know is whether Musk and Co have something up their sleeves for the batteries. Much of the speculation regarding the Tesla Semi has been in regards to Tesla Semi’s massive battery pack.
In actuality, having a huge battery breakthrough on a vehicle like the Tesla Semi would not necessarily be a good thing for business. If there is a huge breakthrough, then all bets are off and most of our speculation in this article is moot. That would, however, mean that the sales potential of the Semi would be far lower than it would be otherwise because one thing that logistics companies and fleet managers aren’t interested in are flashy new, breakthrough, and (most importantly) untested, unproven technologies.
To a fleet manager, those phrases mean “breaks often, expensive to fix” and the potential positives will be ignored because of that. No one who wants to keep a job as a fleet manager or logistics purchaser will gamble on something unproven. Like new battery technology for a truck whose primary cost will be in its batteries. Likewise, unless there is a clear benefit in some terms other than pure business (like marketing or potential tax breaks), no board of directors will risk shareholder wrath on new tech either.
Close-up look at Tesla Semi’s drivetrain from underneath
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We can say, as a side note, that most of the orders that have been placed for the Tesla Semi thus far are from corporations and companies who are doing business in areas where the marketing bonanza and potential tax incentives for laying down those relatively low-cost deposits are immense. Most of the companies involved have already invested heavily (and very publicly) in alternative fuel options outside of Tesla over the past few years. We also note the timing of both the Tesla Semi’s announcement (and order-taking) and the before-2018 rush by potential customers to put in deposits.
We reiterate that our not knowing if Tesla has some kind of big battery breakthrough announcement is a big “if” in our analysis here.
What People Smarter Than Us Have Said
Some people who know more than we do about things like math and engineering science have crunched the numbers on the Tesla Semi’s battery potentials. Over at Engineering.com, John Ewbank broke the results down into layman format. Here’s the gist.
If the Tesla Semi uses 2 kWh to travel a mile, then a 500-mile range means 1,000 kWh of power. That is not the actual size of the battery, though, as the charging requirement would preclude a huge pack.
In order to get 400 miles in thirty minutes of charging, Ewbank notes, the charger would have to be 1.6MW to achieve the 800kWh of promised charge in only 30 minutes. Charging at that rate is not possible because the result would be arching in the pack, which would surely be akin to the next Boring Company Flamethrower meme when Semi trucks begin to explode in flames during charging as a regular event. So the charging has to be split up.
Tesla Semi Megacharger port could support 1 MW of power.
The answer is simple, of course, and may explain the strange layout of the eight-port charging hub shown on the Semi at its unveil: there are four battery packs.
Instead of one big pack, four smaller packs (one for each motor, even) are used and are thus charging separately from one another, but simultaneously. Based on Tesla Semi’s Megacharger port configuration, this would likely mean that four of them are positive sides and the other four are grounds. Allowing for a single, huge wire to be plugged into each. The controls for the charging system interface may be plugged in separately (perhaps the oval-shaped black thing to the side?).
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What This Adds Up To
We add up that bit of information plus what we know about the truck and get an estimated weight. Using the current weight of a Tesla Model S battery pack at 540kg per 90 kWh, we can do some simple math to estimate the Semi’s batteries would weigh about 6,000 kg. We aren’t sure about the new battery weights for the upcoming battery updates, but we can assume a 10-15 percent reduction from several factors (storage density, improvements in chemistry, packaging lightening) without being too aggressive or overly optimistic. Going with the fifteen percent reduction, that 6,000 kg drops to 5,100 kg. That’s about 11,244 pounds.
A conventional tractor, as we’ve said, has a tare weight of around 32,000 pounds when fully fueled and with a lightweight box trailer in place. Remove the trailer and the truck itself is about 22,500 pounds. It’s difficult to then go to just the weight of the powertrain components and fuel, but they’re considerably less than 11,000 pounds in all.
Tesla Semi spotted doing a tire-shredding acceleration run down in the wild
Looking at the shipping weight for a crated engine and transmission for a Class 8 truck, we can see that they weigh about 8,000 pounds on average. Add in fuel and other components and another 1,500 pounds (at most) are put on the truck. We then assume that the rest of the truck (framing, braking systems, air compressor, etc) are about the same for the Tesla Semi in order for it to meet Class 8 standards. So we call those a wash.
That means that the Semi, under our estimates, is roughly two tons heavier than would be a standard day cab big truck in the Class 8 category. This means the Semi would be that much less capable in terms of freight hauling that’s offset by its unprecedented all-electric performance. That amount, however, is probably not enough to stop the primary buyers of a day cab truck like this from balking at a purchase. The weight difference alone would be repaid in potential fuel savings, tax incentives, green marketing, and maintenance costs.
The trouble will come with cost differences. If the ROI is not there, most logistics buyers won’t write any purchase orders. But at least we can say that as far as we can tell, the weight differences of the Tesla Semi alone aren’t going to be a huge bar against entry into the trucking industry.
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SpaceX (NASDAQ: SPCX) reported a beat in revenues and EBITDA in its first earnings call report while also minimizing losses as its business continues to gain momentum.
After its IPO in July, SpaceX saw some tough losses on Wall Street due to a major selloff after a delay in its 13th Starship test flight. The ship launched later that week and completed what was arguably the most successful IFT operation in the Starship program’s history.
Nevertheless, the company is continuing on and reported some encouraging financials while also promoting what appears to be a robust outlook moving forward in its Space, AI, and Connectivity divisions.
SpaceX to report first-ever earnings today: here’s what to expect
Earnings Results
- Revenues: $7.8 billion reported vs. $6.7 billion expected
- Adjusted EBITDA: $3.5 billion vs. $2 billion expected
- Net loss of $541 million, an improvement of $467 million from net loss of $1.0 billion
Additionally, CFO Bret Johnsen had these comments:
“2026 has been a momentous year so far, and the second quarter demonstrated the true power of SpaceX. Revenue growth accelerated across all our business segments and we delivered strong operating leverage, with significant margin expansion led by our new AI compute agreements. Our unparalleled leadership in launch, Starlink subscriber growth, new enterprise and government partnerships, and best-in-class AI infrastructure underscore our ability to drive meaningful scale and deliver attractive returns. As a newly public company, we are delighted to welcome our broad base of shareholders and bondholders. We ended the second quarter with $100 billion of cash, cash equivalents, and marketable securities, and $47.5 billion in backlog. This financial strength gives us substantial capacity to invest in Starship, Starlink Broadband and Mobile satellites, and our AI platform, while maintaining a disciplined long-term capital allocation framework.”
Space Business Highlights
SpaceX shared some of its biggest Space Business Highlights for Q2:
- Space revenues grew 55% sequentially and 29% year-over-year to $962 million, driven by a higher number of large customer launches and a favorable customer shift compared to the prior year
- Total costs and expenses for the Space segment were up by $389 million year-over-year, as we continued to accelerate R&D investments in our Starship program, which we believe will reduce the cost to orbit by 99% or more relative to the historical average, and unlock significant revenue potential across all business segments
- Leading launch provider for the world with 78 launches and 1,041 metric tons of mass to orbit deployed over the six months ended June 30, 2026, primarily allocated to Connectivity for the deployment of our Starlink constellation
- Starship V3 development continued to advance towards full and rapid reusability:
- Completed Starship V3’s first suborbital mission in May, Flight 12, which achieved a successful lift off from our new Starbase pad, a precision landing of Starship’s upper stage, and deployment of modified V2 Starlink satellites
- Subsequent to the second quarter, completed Starship Flight 13 in July, which achieved all flight objectives including deploying 20 production V3 satellites, demonstrating in-space relight of a Raptor engine, and executing the softest ever splashdown of Starship, providing critical views of an intact heatshield
SpaceX will report its earnings today at 4:30 P.M. EDT.
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Elon Musk issued a second pointed warning to SpaceX short sellers on Tuesday, just hours before the company was set to release its first quarterly earnings as a publicly traded firm. Responding to a report highlighting elevated short interest, Musk wrote on X: “I try to warn them, but they just double down …”
The comment came as data from S3 Partners showed roughly 95 percent of available SPCX shares to borrow were on loan, translating to about 34 percent short interest as a percentage of the float. The stock has traded under pressure since its record-breaking IPO in June 2026, declining significantly from early peaks.
I try to warn them, but they just double down … 🤷♂️
— Elon Musk (@elonmusk) August 4, 2026
This marks the second such message from Musk in under three weeks.
On July 17, amid post-IPO volatility, he stated: “The survival probability of firms who maintain a significant short position in SpaceX over time is very low.” At that time, SPCX had fallen roughly 30 percent from its peak above a $2.6 trillion valuation, with short sellers reportedly realizing gains of about $8.7 billion.
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Musk’s warning aligned with optimistic analyses projecting that Starship-driven cost reductions could enable a multi-trillion-dollar space economy through applications such as orbital solar power, asteroid mining, data centers, and Mars-related projects, positioning SpaceX as critical infrastructure.
SpaceX is scheduled to report second-quarter results after the market close later today, followed by a webcast. Analysts anticipate revenue near $6.9 billion, reflecting growth in Starlink, launch services, and AI-related segments. The earnings release precedes a major lockup expiration on August 6 that could free hundreds of millions of insider shares.
Musk has a long track record of confronting short sellers, particularly regarding Tesla, where he has argued that persistent bearish positions underestimate transformative technologies. Critics view his optimism as overly ambitious given near-term stock fluctuations, while supporters see temporary dips as opportunities in a longer-term expansion of the space economy.
As SpaceX opens its books to public scrutiny for the first time, the high short interest and Musk’s repeated cautions set the stage for heightened market attention on the results and management’s commentary.
Tesla’s AI lead Ashok Elluswamy doubled down on the company’s strategy regarding Full Self-Driving’s speed settings, and owners are definitely confused.
Earlier versions of Full Self-Driving allowed owners to set a max speed that the vehicle could travel while operating under the semi-autonomous driver assistance platform. This allowed more customization for the driver, giving them the ability to experience FSD’s robust performance with their own personal preferences.
Speed is massively important for obvious reasons — it’s not only a question of keeping the vehicle occupants comfortable by traveling at a safe speed, but it’s also something that could contribute to a ticket or infraction from law enforcement.
With the release of FSD v14 last year, Tesla removed the ability to set a max speed and instead opted for five Speed Profiles, ranging from “Sloth,” the most conservative, to “Mad Max,” the most aggressive and spirited. These profiles not only control speed, but also how frequently the vehicle will execute passes, perform lane changes, and other contributing factors.
The removal of the Max Speed setting was a major complaint amongst the Tesla community because it left owners scrambling for a way to experience suitable behaviors while traveling at an appropriate speed. Most felt the driving profiles would be a good indicator of the behaviors, while speed would still be left up to the discretion of the driver.
Instead, Tesla’s Speed Profiles determine both, and the constant tinkering of how they behave has been a major bottleneck and point of confusion for both owners and the company. From update to update, the Speed Profiles will change, sometimes more drastically than others. Some owners have complained that the “Standard” profile is too fast, while others have experienced “Mad Max” traveling below the speed limit:
What has happened to Mad Max?
At one point it was going 32 in a 35. Traffic ahead had pulled away considerably https://t.co/bjKvaMVTNX pic.twitter.com/aaZSWmLu5v
-— TESLARATI (@Teslarati) January 24, 2026
These things change with each update, but the big complaint is that owners are on the hook for any tickets that come from FSD’s infractions; that’s the caveat of the suite being named FSD (Supervised). It ultimately means the driver is responsible, and the automaker has no liability when it comes to speeding tickets or general traffic infractions.
It is the driver’s responsibility to take over or adjust based on this.
Elluswamy essentially confirmed that there are no plans to bring back Max Speed control, because it is what he referred to as “an anti pattern.” He then echoed something that CEO Elon Musk has started to really push with FSD, and that’s the idea that Tesla is really honing in on the preferences of the driver.
Max speed control is an anti pattern.
We are working on better learning of user’s implied preferences.
— Ashok Elluswamy (@aelluswamy) August 3, 2026
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Owners were confused by Tesla’s decision, stating that there must be a better way, especially considering disengagements for incorrect speeds are common:
This…. is not the way
— Kyle Conner (@itskyleconner) August 4, 2026
😭 I appreciate this mentality ! But currently the no.1 reason I disengage in Australia is incorrect speed zones.
— Ryan’s Model Y (@ryanjaycowan) August 3, 2026
This is fine but you need to start accepting liability for speeding tickets then. https://t.co/lyCgdA83gQ
— Jeremy Judkins (@jeremyjudkins_) August 4, 2026
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Okay https://t.co/nOvoXQkNg1 pic.twitter.com/jGRtF2xtox
— Chad Moran (@ChadMoran) August 3, 2026
From personal experience and using FSD for over 72 percent of my driving miles since v14 was released late last year, I make Speed Profile adjustments constantly. If FSD is traveling a tad too quickly, I will scale it back, and if it’s too conservative, I’ll make it more aggressive.
I don’t complain about making the Speed Profile changes too frequently, but it would certainly be nice to have it happen less frequently. There are far too many times I am concerned about getting a ticket, even in Standard mode.
The biggest issue for me, personally, which seems to be echoed throughout the community, is the fact that Tesla’s goal is to minimize disengagements. Many drivers are stating that speed is a major reason for disengagements.
However, Tesla is not willing to bring back this one level of input because it would technically be a regression.
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Whether it’s right or wrong in your opinion, it is what Tesla is going with, and it seems like it has pivoted quite a bit from its other strategies for minimizing interventions by pushing its AI to behave in a way that would fit the occupant’s personal preferences.
SpaceX reports beat in first earnings while minimizing losses
Elon Musk sends second warning to SpaceX shorts ahead of first earnings
