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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.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
