News
Tesla’s battery strategy will be key to Cybertruck and Semi’s market disruption
Elon Musk has remarked that Tesla has arguably the most exciting product roadmap of any company today. With vehicles like the Semi and the Cybertruck coming in the pipeline, this statement rings true. But things will not be as easy as simply setting up production lines for the upcoming vehicles. For Tesla to properly ramp the Semi, for example, the company would have to make sure that it can get enough cells for the vehicle first.
Producing electric cars is no easy task, and a lot of the challenges in EV making are connected in one way or another to vehicles’ batteries. This is something that is being learned by veteran carmakers like Jaguar today, as inadequate supply from battery companies like LG Chem has resulted in a halt of production for premium EVs like the I-PACE. Tesla is certainly aware of the battery supply challenges that EV makers face. This is one of the reasons why Gigafactory Nevada was constructed.
Giga Nevada was built to support the company’s Model 3 ramp. Designed to manufacture the 2170 cells of the Model 3 with battery partner Panasonic, the massive facility forms the backbone of Tesla’s first foray into the mass market. But the story lies far beyond the Model 3 today. Tesla has an even higher-volume vehicle coming, the Model Y. The Cybertruck will likely sell in large volumes too, provided that the market embraces it. Just like the all-electric pickup, the Semi might see sufficient demand from the trucking market once it’s released as well, considering the cost benefits that the vehicle offers.

Tesla is in a constant state of change, and this cannot be represented better than the company’s batteries. President of Automotive Jerome Guillen has noted that Tesla’s batteries are never static since they’re always being improved. Today, it is becoming more and more evident that Tesla’s batteries are among the best in the industry, particularly when it comes to energy density. Coupled with its vertically-integrated software, Tesla’s batteries can give vehicles impressive range even if they are not too large.
The Model 3, for example, can squeeze out over 320 miles of range from a 75 kWh battery, and the Model S Long Range Plus can get 390 miles from a 100 kWh pack. This matters a lot, and it shows just how far ahead the company is when it comes to its batteries and their energy density. And this, ultimately, will likely help the company secure enough battery cells to support the ramp of its upcoming EVs, including the Semi and the Cybertruck, both of which are large vehicles that would usually require a massive pack to hit their target range.
Tesla lists the Semi with a range of 300 to 500 miles. The company never announced the size of the Semi’s battery pack, but considering that the vehicle is a Class 8 truck that can accelerate from 0-60 mph in 20 seconds with a full load, speculations for the vehicle’s battery from the EV community included estimates that were as high as 1 MWh. The same concept applies to the Cybertruck. The vehicle is very heavy, and it is expected to have over 500 miles of range. To get this range, a large battery pack would usually be required.

But with Tesla’s constant innovations on its batteries, this does not necessarily have to be the case. Considering that Tesla is closing in on 400 miles per charge on a 100 kWh pack with the Model S, there is a good chance that its next vehicles like the Cybertruck and Semi will be equipped with fewer, but more energy-dense cells than initially expected. Tesla has pretty much developed the skill of drawing out as much range as possible from every cell in an EV, so it’s not too farfetched to infer that the company will be very efficient with the batteries of its upcoming vehicles.
More energy-dense batteries will be key to lowering production costs as well. Tesla may be drastically reducing its battery costs, but the packs themselves still comprise a huge portion of each of its vehicles’ prices. If Tesla can use slightly smaller packs that are still capable of providing optimum range, Tesla can make sure that its EVs like the Semi and the Cybertruck will be as competitive as possible when they enter the market.
The Tesla Semi and the Cybertruck are competing in the trucking and pickup market, two very lucrative segments in the automotive industry. Interestingly, both segments are also ripe for disruption, with most veterans such as Freightliner and the Ford F-150 sticking to tried and tested strategies to thrive today. Tesla needs a key to ensure that it can have a fighting chance when it enters the trucking and pickup segment with the Semi and Cybertruck. If challenges faced by electric car makers today are any indication, it appears that batteries and their energy density will be the difference-maker. Fortunately, these just happen to be two things that Tesla has been obsessively pursuing since the company was founded less than 17 years ago.
Elon Musk
Elon Musk’s next Uranium in Uranus merch is Boring Company’s weirdest tease yet
Elon Musk teased a glowing new Boring Company merch idea, complete with a Geiger counter.
Elon Musk teased the next piece of Boring Company merchandise on X Saturday, and it is exactly as unserious as fans of the company’s product history have come to expect. “The next @boringcompany merch will put Uranium in Uranus,” Musk wrote in a thread posted early Saturday morning. He followed up by explaining that the item would glow in the dark, “because otherwise how could you find it,” and that a Geiger counter would be sold separately as “an optional strap-on.”
Musk closed the thread with a line that doubles as a mission statement for the tunneling company’s merchandise arm: “It’s not easy coming up with something that is both outrageously unsellable and yet extremely popular.”
The Boring Company has built a small but consistent side business out of novelty items that start as jokes and end up selling out. The company’s Not-a-Flamethrower raised roughly $10 million in a few days back in 2018, moving all 20,000 units it produced. Its Burnt Hair perfume, priced around $100 a bottle, sold out fast enough that scalpers were flipping units on eBay for ten times the retail price. Boring Bricks, made from tunneling spoil, followed the same playbook of teasing a product on X months before it became real.
Musk has not said what the actual item will be, only that it involves uranium and glows in the dark. Given the pattern, that vagueness is probably intentional. Past merch announcements have started as one-line jokes and taken weeks or months to turn into an actual product listing on the company’s site, and there is no guarantee this one follows through at all.
The timing lines up with a period of real momentum for the Boring Company outside of the joke merchandise. The company said last week it plans to double the number of operational stations on its Vegas Loop by the end of the year, a target tied to a hiring push for drivers and operations managers. Prufrock-5, one of the company’s tunnel boring machines, also just wrapped a test tunnel in Bastrop, Texas, and is expected to relaunch on its next assignment in November.
Whether the uranium joke turns into an actual product remains to be seen. Musk’s post did not include a price, a shipping date, or even a name for the item, which has historically meant a Boring Company website page goes up quietly, password protected, sometime before an announcement.
News
NASA taps SpaceX for more astronaut missions as Boeing Starliner remains grounded
NASA just gave SpaceX a $946 million contract for three more astronaut missions through 2030.
NASA has awarded SpaceX a $946 million contract modification covering three more astronaut missions to the International Space Station, according to an announcement the agency published Friday. The award adds Crew-15, Crew-16, and Crew-17 to SpaceX’s existing Commercial Crew Transportation Capability contract, bringing the agreement’s total value to $5.92 billion across 17 flights.
SpaceX confirmed the award on X, writing that it was excited for Falcon 9 and Dragon to launch NASA’s Crew-15, 16, and 17 missions to the Space Station from Florida. The new missions cover ground, launch, in orbit, and return operations, along with cargo transport and a lifeboat capability while docked at the station, and the period of performance runs through 2030.
We’re excited for Falcon 9 and Dragon to launch @NASA’s Crew-15, 16, and 17 missions to the @Space_Station from Florida https://t.co/Qm16vVK9F3 pic.twitter.com/drg3s7GtuM
— SpaceX (@SpaceX) September 18, 2026
The award follows a notice of intent NASA issued in May, when the agency first signaled it would purchase up to six additional post certification missions from SpaceX. Teslarati covered that filing at the time, noting NASA cited technical issues and schedule delays encountered by Boeing as a driving factor. Friday’s contract modification locks in three of those six missions, with the remaining three left open for NASA to award later, potentially to Boeing if Starliner clears certification.
Boeing’s CST-100 Starliner has still not flown an operational crew rotation mission for NASA. The spacecraft’s most recent crewed test flight in 2024 ended without the astronauts returning aboard Starliner, and the company has spent the time since working through thruster problems. SpaceX President Gwynne Shotwell said this week that SpaceX is not retiring Crew Dragon today, for sure, while stopping short of committing to fly it past 2030.
Crew-12 is currently docked at the space station, and NASA has said Crew-13 is targeting a launch in the coming weeks. The newly awarded Crew-15 through Crew-17 missions extend SpaceX’s role as NASA’s primary way of getting astronauts to and from orbit well into the back half of the decade, regardless of what happens with Starliner or Starship in the meantime.
Investor's Corner
New drone video shows Tesla’s Optimus Factory reaching a turning point
New drone footage shows Tesla’s dedicated Optimus factory steel frame nearing completion at Giga Texas.
Tesla’s dedicated Optimus factory at Gigafactory Texas is closing in on a finished steel frame, according to drone footage posted Thursday afternoon by longtime site observer Joe Tegtmeyer. In the video, Tegtmeyer said structural steel assembly is now about five column grids away from reaching the building’s north perimeter beam, putting the primary skeleton in its final stretch roughly six months after Tesla broke ground on the North Campus site in late March.
The Giga Texas Optimus Factory latest update … construction keeps moving fast!
Steel assembly is now only about 5 column grids from the north perimeter beam. Concrete is going in on the three upper floors, rebar is still being laid for more pours, and footing / grade-beam work… pic.twitter.com/qvFPvwnYzW
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) September 17, 2026
Tegtmeyer’s footage shows concrete already going in on three upper floors while crews continue laying rebar and pouring grade beam footings at ground level. That kind of parallel work, steel rising at one end of the site while concrete sets at the other, is a scheduling approach Tesla used at the original Giga Texas building and appears to be repeating here to save time before the plant’s targeted 2027 production start.
Teslarati has tracked the building’s progress since Tesla confirmed construction was officially underway in May, when the first steel structure went up on what was then bare, reclaimed land. The facility is part of a more than 5.2 million square foot expansion of Giga Texas’s North Campus that Tesla has said will eventually run nearly the length of the existing vehicle factory, over 4,000 feet, while sitting somewhat narrower. Musk has pegged the long term output target at 10 million Optimus units a year once the line is running at full capacity, a volume that would dwarf the one million unit pilot line Tesla is standing up separately at its Fremont, California factory.
Tesla Giga Texas to feature massive Optimus V4 production line
The Texas facility sits alongside another major buildout on the same campus. Terafab, the joint Tesla and SpaceX chip fabrication plant that will eventually supply the silicon running Optimus units in the field. Housing robot assembly and chip production on the same grounds is a deliberate supply chain decision, cutting down on the shipping and lead time that would otherwise sit between the two.
Tesla has not given an updated timeline beyond its previously stated goal of bringing high volume Optimus production online at the site in the summer of 2027. Fremont’s smaller pilot line began mass producing the current Gen 3 robot in January, with that plant expected to build tens of thousands of units this year primarily to generate the real world data Tesla needs to refine the robot’s software before Giga Texas ramps up. Six months of visible construction progress, tracked almost entirely through Tegtmeyer’s recurring drone flights, gives the clearest outside look yet at how seriously Tesla is treating that 2027 deadline.