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Tesla’s battery supply constraint is ending, price parity with gas cars is at hand
Tesla’s Semi is coming, and it will be here sooner than expected. But the production of the vehicle could be pointing to one thing: Tesla is no longer battery constrained.
Past the face value portion of the story, something much bigger is happening. While the Semi entering a “volume production” phase is big news, the development of the commercial vehicle comes at a time where battery production for Tesla seems to be the main focus of the electric automaker.
In Q3 2019, CEO Elon Musk indicated that a shortage of battery cells primarily drove the Semi’s delay. If Tesla wanted to start producing the Semi, the company would have to make cells available for it. That would mean one thing: cutting back on cells utilized for Tesla’s mass-market vehicles, which at the time was the Model 3.
Building the Semi before a sufficient battery production and supply chain was established would have been detrimental to the company’s long-term plans. Of course, the Model 3 has been Tesla’s most popular vehicle since it started deliveries in 2017. Its affordability has helped Tesla reach a new market, which was all apart of Elon’s original Master Plan.
With the Model Y now being produced in Fremont, Tesla now has two mass-market vehicles that are affordable by a vast segment of the population. Ultimately, this means that Tesla needed to levy a majority of its available lithium-ion cells for the Model 3 and Model Y. Unfortunately, the Semi just was not a priority over those two cars. Why would it be? The Model 3 (and Model Y now) are Tesla’s two top sellers. Therefore, the battery needs pointed toward the 3 and the Y, with Semi production being dependent on the availability of battery cells.
If we think about Musk’s statement from Q3, he indicated that the Semi production would be based on when Tesla could manufacture the appropriate amount of lithium-ion batteries to power the Class 8 vehicle. Although demand for the 3 and the Y continues to increase, so is Tesla’s production rate, and it could be indicative that the Silicon Valley-based electric car maker is pumping out enough batteries to produce all of its vehicles without any worries of possible cell shortages.
Ultimately, this idea could lead to another significant development in the EV world as a whole, and that is price parity.
For a long time, analysts have pinpointed the electric vehicle movement’s price parity at $100/kWh for battery cell production. This means that when cells are produced at a high enough rate, batteries will be lower in cost. Then, electric cars will be the same price as gas-powered machines, making the argument of “EVs are too expensive” obsolete.
The Tesla Model 3 Performance utilizes a 75 kWh battery pack. If battery production is at $120/kWh, this would mean that the Model 3 Performance’s battery pack costs $9,000 to produce. The car’s $54,990 price tag, hypothetically at $120 per kWh, is made up of a battery pack that costs about $9,000.
If Tesla could produce batteries at a high enough rate where the cost per kWh could come down to $100, the battery pack would only cost $7,500 to build, meaning an additional $1,500 comes off the price of the vehicle altogether. Tesla’s goal is to produce enough battery cells to justify this pricing point for its cars. Also, $100/kWh is just the price parity point, and not where the cost will ultimately end up. If demand continues to increase and battery cell production keeps growing, the cost could get even lower.
If Tesla has enough batteries to justify producing mass quantities of the Model 3 and Model Y, along with the sizable battery packs of the Semi, parity could be coming sooner than expected. Most analysts indicated 2023 as the year when battery production would be on a level where EV prices could compete with their petrol-powered counterparts.
However, if the Semi is ready for a production run now, Tesla may have enough cells to introduce a more affordable pricing model for its vehicles. This could, in turn, lead to even higher production numbers, increased demand, and a sharp increase in the company’s delivery numbers.
The announcement of the Tesla Semi meant much more than the company producing its commercial vehicle. It means batteries are no longer in restricted amounts, the technology is improving, and the prices of the company’s vehicles could be coming down soon. With this, it appears that Elon Musk’s endgame with his Master Plan may be getting closer to reality.
Elon Musk
SpaceX’s Starship V3 is almost ready and it will change space travel forever
SpaceX is targeting April for the debut test launch of Starship V3 “Version 3”
SpaceX is closing in on one of the most anticipated rocket launches in history, as the company readies for a planned April test launch and debut of its next-gen Starship V3 “Version 3”.
The latest iteration of Starship V3 has a slightly taller Super Heavy booster and Starship upper stage than their predecessors, and produce stronger, more efficient thrust using SpaceX’s upgraded Raptor 3 engines. V3 also features increased propellant capacity, targeting a total payload capacity of over 100 tons to low Earth orbit, compared to around 35 tons for its predecessor. With Musk’s lifelong aspiration to colonize Mars one day, the increased payload capacity matters enormously, because Mars missions require moving massive amounts of cargo, fuel, and eventually, people. But the most critical upgrade may be orbital refueling. SpaceX’s entire deep space architecture depends on moving large amounts of propellant in space, and having orbital refueling capabilities turn Starship from just a rocket into a true transport system. Without it, neither the Moon nor Mars is reachable at scale.
Initial Super Heavy V3 and Starbase Pad 2 activation campaign complete, wrapping up several days of testing that loaded cryogenic fuel and oxidizer on a V3 vehicle for the first time. While the 10-engine static fire ended early due to a ground-side issue, we saw successful… pic.twitter.com/uHGji17srv
— SpaceX (@SpaceX) March 18, 2026
A fully reusable Starship and Super Heavy, SpaceX aims to drive marginal launch costs down and at a tenfold reduction compared to current market leaders. To put that in perspective, getting a kilogram of cargo to orbit today costs thousands of dollars. Bring that number down far enough and space stops being an exclusive domain. That price point unlocks mass deployment of satellite constellations, large-scale science payloads, and affordable human transport beyond Earth orbit. It also means the Moon stops being a destination we visit and starts being one we inhabit.
NASA expects Starship to take off for the Moon’s South Pole in 2028, with the ultimate goal of establishing a permanently crewed science station there. A successful V3 flight this spring keeps that timeline alive. As for Mars, Musk has shifted focus toward building a self-sustaining city on the Moon first, arguing that the Moon can be reached every 10 days versus Mars’s 26-month alignment window. Mars remains the horizon, but the Moon is the proving ground.
Elon Musk hasn’t been shy with hyping the upcoming Starship V3 launch. In a social media post on Wednesday, he confirmed the first V3 flight is getting closer to launch. SpaceX also announced its initial activation campaign for V3 and Starbase Pad 2 was complete, wrapping up several days of cryogenic fuel testing on a V3 vehicle for the first time. The countdown is on. April can’t come soon enough.
Cybertruck
Tesla Cybertruck gets long-awaited safety feature
Tesla has announced the rollout of its innovative anti-dooring protection feature to the Cybertruck via the 2026.8 software update.
Tesla is rolling out a new and long-awaited feature to the Cybertruck all-electric pickup, and it is a safety addition geared toward pedestrian and cyclist safety, as well as accidents with other vehicles.
Tesla has announced the rollout of its innovative anti-dooring protection feature to the Cybertruck via the 2026.8 software update.
This safety enhancement uses the vehicle’s existing cameras to detect approaching cyclists, pedestrians, or vehicles in the blind spot while parked. Upon attempting to open a door, if a hazard is detected, the system activates: the blind spot indicator light flashes, an audible chime sounds, and the door will not open on the initial button press.
Drivers must wait briefly and press the button again to override, providing crucial seconds to avoid an accident.
Anti-dooring protection now rolling out to @Cybertruck
This feature comes standard on every new Model 3, Model Y & Cybertruck – using cameras to delay door opening if a cyclist, pedestrian or other vehicle is detected approaching in your blind spot
— Tesla North America (@tesla_na) March 17, 2026
The feature, also known as Blind Spot Warning While Parked, comes standard on every new Model 3 and Model Y, and is now extending to the Cybertruck. Leveraging Tesla’s vision-based system without requiring new hardware, it represents a cost-effective software solution that builds on community suggestions dating back to 2018.
This technology addresses the persistent danger of “dooring,” where a driver opens a car door into the path of a passing cyclist or pedestrian.
Tesla implemented this little-known feature to make its cars even safer
Dooring incidents are alarmingly common in urban environments.
According to Chicago data, in 2011 alone, there were 344 reported dooring crashes, accounting for approximately 20 percent of all bicycle crashes in the city, nearly one incident per day.
While numbers have fluctuated (dropping to 11 percent in 2014 before rising again), dooring consistently represents 10-20 percent of bike-related crashes in major cities.
A national analysis of emergency department data estimates over 17,000 dooring-related injuries treated in the U.S. over a decade, with many involving fractures, contusions, and head trauma, particularly affecting upper extremities.
By automatically intervening, Tesla’s system not only protects vulnerable road users but also safeguards its owners from potential liability and enhances overall road safety.
As cities promote cycling for sustainable transport, features like this demonstrate how advanced driver assistance and camera systems can evolve beyond highway driving to everyday urban scenarios.
Enthusiastic responses on social media highlight appreciation for the proactive safety measure, with some calling for broader rollout to older models where hardware permits. Tesla continues to push the boundaries of vehicle safety through over-the-air updates, making its fleet smarter and safer over time.
Elon Musk
Tesla Roadster is ‘sorcery and magic’ and might be worth the wait, Uber founder says
Perhaps the wait will be worth it, especially according to Uber founder Travis Kalanick, who recently teased the Roadster’s potential capabilities based on what he has heard from internal Tesla sources.
Tesla is planning to unveil the Roadster in late April after years of waiting. But the wait might be worth it, according to Travis Kalanick, the founder of Uber, who recently shed some light on his expectations for the all-electric supercar.
We all know the Roadster is supposed to have some serious capability. CEO Elon Musk has said on numerous occasions that the Roadster will be unlike anything else ever produced. It might go from 0-60 MPH in about a second, it might hover, it might have SpaceX cold gas thrusters.
However, the constant delays in the Roadster program and its unveiling event continue to send Tesla fans into confusion because they’re just not sure when, or if, they’ll ever see the finished product.
Perhaps the wait will be worth it, especially according to Uber founder Travis Kalanick, who recently teased the Roadster’s potential capabilities based on what he has heard from internal Tesla sources.
Kalanick said on X:
When I’ve run into people who are in the know, I inquire, they tell me nothing, but their eyebrows raise and their eyes widen in a way that can only mean something of sorcery and magic is coming…
— travis kalanick (@travisk) March 17, 2026
Musk has said this vehicle is not going to be geared for safety, and that, “If safety is your number one goal, do not buy the Roadster.”
There has been so much hype regarding the Roadster that it is hard to believe the company could not come through on some kind of crazy features for the vehicle.
However, the latest delay that Tesla put on the unveiling event is definitely eye-opening, especially considering it is the latest in a series of pushbacks the company has put on the vehicle for the past several years.
Tesla has made several jumps in the Roadster project over the past few months, as it has ramped up hiring for the vehicle and also applied for a patent for a new seat design.
The car has been a back-burner project for Tesla, as it has been focusing primarily on autonomy and the rollout of Robotaxi and Cybercab. Additionally, its other vehicle projects, like the Model 3 and Model Y refreshes, took precedence.
Tesla still plans to unveil the Roadster next month, so we can hope the company can stick to this timeframe.
SpaceX’s Starship V3 is almost ready and it will change space travel forever
Tesla Cybertruck gets long-awaited safety feature
