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Tesla’s ‘Big Green’ Semi truck gets a shoutout from Kimbal Musk
The Tesla Semi recently got a shoutout from someone who is part of Elon Musk’s most intimate circle — Kimbal Musk. In a recent post on his Instagram page, Kimbal dubbed the electric long-hauler as a “Big Green” Tesla Semi, referencing his nonprofit organization aimed at building Learning Gardens for schools across the United States.
Quite interestingly, Kimbal Musk’s projects, such as Big Green and Square Roots, could benefit from using the Tesla Semi. Big Green, for one, is involved with building interactive, modular gardens where young American students can learn about real food and healthy eating habits. Considering Kimbal Musk’s goal of building 100,000 Learning Gardens across the US, having an electric truck that can haul materials would be a good idea.
The Tesla Semi is also a perfect match for Kimbal’s Square Roots farming project. Square Roots involves converting old shipping crates into advanced, climate-controlled indoor farms that can yield more than 50 pounds of organic, non-GMO, pesticide-free greens each week. So far, Square Roots is only operating its shipping container-farms in Brooklyn, NY, but it’s not too difficult to see a future where the farming startup’s indoor farms can be transported and set up in other key US cities.
https://www.instagram.com/p/Bj4v7w4Apa6/?taken-by=kimbalmusk
Since being unveiled last November, the Tesla Semi has been sighted numerous times across the United States. Back in March, Elon Musk announced in his social media pages that Tesla would start using the all-electric trucks as transport vehicles to haul battery packs from Gigafactory 1 in Sparks, NV to the Fremont factory in CA. The two Tesla Semi prototypes have also been spotted conducting transport runs between Tesla’s headquarters in Palo Alto, CA and Fremont.
During its unveiling back in November, Elon Musk outlined several of the Semi’s impressive specs. Just like Tesla’s other vehicles, the Semi is capable of quick acceleration, thanks to its four Model 3-derived electric motors that produce instant torque. From a dead stop, the Semi is capable of sprinting from 0-60 mph in just 5 seconds, compared to about 15 seconds on a similar Class 8 diesel truck. With a full 80,000-pound load, the Semi can hit 60 mph in 20 seconds. On average, diesel-powered Class 8 trailers hit highway speeds in about a minute.
The Tesla Semi is capable of climbing 5% grades at a steady 65 mph, unlike diesel trucks that max out at 45 mph on 5% grades. Lastly, thanks to an upcoming network of Megachargers, the Semi will be capable of charging up to 400 miles of range in just 30 minutes.
The interior of the Tesla Semi as spotted during the 2018 Annual Shareholder Meeting. [Credit: TeslaModel11/Reddit]
During Tesla’s Q1 2018 earnings call, both Elon Musk and CTO JB Straubel noted that the production version of the Semi’s long-range variant would likely have almost 600 miles of range per charge. These statements, of course, stand in stark contrast to criticisms from Tesla’s competitors, especially Daimler AG head of trucks Martin Daum, who threw shade at Tesla earlier this year by suggesting that the Semi’s rated specs, if accurate, defy the laws of physics. According to Straubel, much of competitors’ criticisms come from a misunderstanding of Tesla’s battery technology.
“There’s a fundamental misunderstanding, I think, of what the current technology in our existing products can actually do. Maybe that’s just a misunderstanding of the current status of the technology versus others in the industry. If they’re benchmarking sort of the best battery pack they can buy from a supplier, and then mapping that with what the Semi could do, it doesn’t solve,” Straubel said.
While Tesla is not actively pushing sales for the Semi, Straubel noted during the first-quarter earnings call that the all-electric long-hauler has roughly 2,000 reservations to date. Production of the Tesla Semi is expected to begin in 2019.
A new report claims that Apple is in the process of developing what would be the missing link for Tesla to get CarPlay.
Apple and Tesla have been reportedly working together for some time to give Tesla owners the opportunity to utilize CarPlay within their vehicles. While many owners are more than happy with Tesla’s in-house UI, which is seamless, effective, and smooth, some still want CarPlay, which does have its advantages.
A report from 9to5Mac now states that a new CarPlay technology that was highlighted during the Worldwide Developers Conference (WWDC) would potentially be the bridge between Tesla and Apple. With the addition of a feature known as “Route Sharing,” which gives a navigation app the ability to share routing data with the vehicle, Tesla would be able to launch CarPlay in its vehicles, the report states.
CarPlay has not been a priority for Tesla because it has done extremely well with its in-house UI, but some drivers are just used to it. Additionally, it could improve Tesla’s subpar Navigation or offer improved app capabilities, especially with iMessage.
Route Sharing is an intended addition to CarPlay’s iteration in iOS 26.4, which was released in March:
The addition of CarPlay would undoubtedly be welcome, but at the same time, it seems like Tesla realizes it is not of the utmost priority. There are so many things that Tesla is working on currently within its own vehicles, especially attempting to solve self-driving.
Back in February, Bloomberg had reported that Tesla was still working on bringing CarPlay to its vehicles, but it had not due to app compatibility issues and incredibly low adoption rates of iOS 26.
This bottleneck could buy Tesla the proper amount of time to develop CarPlay for its vehicles. It would be a welcome addition, and could be brought on with either the Summer or Fall 2026 Software Updates.
Tesla deliveries got a big boost in expectations from Wall Street firm Goldman Sachs, who believes the company will report some stronger-than-expected numbers when the second quarter comes to an end in the coming weeks.
Goldman Sachs has raised its vehicle delivery forecast for Tesla (NASDAQ: TSLA) in the second quarter of 2026, signaling growing confidence in the electric vehicle leader’s near-term momentum despite mixed market signals. Analyst Mark Delaney lifted the bank’s Q2 estimate to 420,000 units from a previous 405,000, surpassing the Visible Alpha consensus estimate of 400,000.
The upward revision stems from stronger-than-expected sales data across key regions. Europe stands out with projected year-over-year growth of 85-90 percent, driven by robust demand for Tesla’s Model Y and refreshed offerings. China posted high single-digit gains, while markets like South Korea and Australia also contributed positive momentum. These gains help offset mid-teens declines in U.S. deliveries through May, where broader EV market headwinds and competition persist.
Goldman extended its optimism to the full year, increasing its 2026 delivery projection to 1.73 million vehicles from 1.72 million. Longer-term forecasts remain unchanged, with 1.88 million units expected in 2027 and 1.96 million in 2028. The bank also nudged its 2026 earnings-per-share estimate higher to $1.35 from $1.30, reflecting anticipated margin benefits from higher volumes and operational efficiencies.
Despite these positive adjustments, Goldman maintained its Neutral rating and $375 price target on Tesla shares. At current trading levels near $411, the stock sits about 8-9 percent above the target, highlighting ongoing valuation concerns even as delivery momentum builds. Tesla’s Q1 2026 deliveries totaled 358,023 units, setting a baseline for recovery expectations in the current period.
This update arrives as Tesla prepares to report official Q2 figures shortly after June 30. Investors and analysts will closely watch not only headline delivery numbers but also regional breakdowns, average selling prices, and progress on energy storage deployments and autonomous technology initiatives.
The move by Goldman Sachs underscores a broader narrative for Tesla: while legacy auto markets face softening demand and tariff uncertainties, Tesla’s global footprint and product pipeline provide resilience. Europe’s surge reflects pent-up demand and policy support for EVs, while China’s steady growth highlights Tesla’s competitive positioning against local rivals.
Tesla still has its work cut out for it, including U.S. price sensitivity and intensifying competition. Yet Goldman’s revision adds to a series of analyst notes suggesting Q2 could mark a turning point. As Tesla pushes toward higher production rates at facilities in Fremont, Shanghai, and Berlin, sustained execution will be key to validating these higher forecasts.
We have said numerous times that deliveries are becoming a less important metric in the grand scheme of things, as AI truly takes precedence in the company’s thesis.
For Tesla bulls, the Goldman note reinforces faith in underlying demand trends. For skeptics, the unchanged rating serves as a reminder that delivery beats alone may not immediately resolve valuation debates in a high-interest-rate environment. Tesla’s stock reaction will likely hinge on the official numbers and management commentary in the coming weeks.
SpaceX has exercised its option to acquire Cursor, the innovative AI coding company, in an all-stock transaction valued at $60 billion. The deal, announced on June 16, marks a significant step in SpaceX’s expansion into advanced artificial intelligence, building on months of close collaboration between the companies.
Cursor, officially operated by Anysphere, Inc., is an AI-native code editor and coding agent designed to transform software development. Founded in 2022 by a group of MIT graduates in San Francisco, Cursor builds on the familiar foundation of Visual Studio Code but integrates powerful AI capabilities directly into the core experience.
Unlike traditional code editors or simple extensions, Cursor functions as a full “coding agent” that turns natural-language instructions into actionable code.
SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models.
For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon.… https://t.co/X5mepgXgjJ
— SpaceX (@SpaceX) June 16, 2026
Developers interact with Cursor through features like its Composer agent, which can search entire codebases, edit multiple files, run terminal commands, debug issues, and complete complex multi-step programming tasks autonomously.
Users describe high-level goals, such as “build a scalable API endpoint with authentication,” and the AI plans, implements, tests, and refines the solution while the human oversees decisions. Additional tools include advanced autocomplete (Tab), context-aware chat, and infrastructure for handling billions of daily requests.
The platform has gained considerable traction, surpassing $3 billion in annual recurring revenue by early 2026 and earning adoption by over half of the Fortune 500 companies. Its agentic approach accelerates development dramatically, allowing engineers to focus on architecture and creativity rather than repetitive coding.
The acquisition integrates Cursor’s leading product, expert team of roughly 300 engineers, and distribution network among top software developers with SpaceX’s unparalleled computational resources. SpaceX’s Colossus supercomputer, equivalent to a million H100 GPUs, has already powered joint training of next-generation models. These models are expected to launch soon within Cursor and SpaceX’s Grok Build environment.
This combination positions SpaceX to develop the world’s most capable AI systems for coding and knowledge work. Access to Cursor’s real-world usage data from millions of professional developers provides unparalleled feedback loops for model improvement. Training on Colossus enables rapid iteration on massive datasets, potentially creating AI that outperforms current leaders in reliability, context handling, and complex reasoning.
For SpaceX, the benefits extend far beyond software tools. Rocket engineering, satellite constellation management, autonomous flight systems, and Starship development involve millions of lines of highly specialized, safety-critical code.
Cursor’s AI agents, supercharged by proprietary models trained on SpaceX’s domain expertise, could slash development timelines, reduce errors, and enable faster innovation cycles. This vertical integration of AI tooling strengthens SpaceX’s competitive edge in both aerospace and the broader AI race, complementing its xAI initiatives.
The deal reflects the exploding value of AI-native developer platforms. By owning Cursor outright, SpaceX secures a strategic talent pool and product pipeline that will accelerate internal projects while potentially offering enhanced tools to the wider engineering community. As AI continues reshaping software creation, this acquisition underscores SpaceX’s commitment to leveraging cutting-edge technology for ambitious goals, from Mars colonization to global connectivity.
Apple is developing the missing link for Tesla to get CarPlay: report
Tesla deliveries get a big boost in expectations from Wall Street
