GM recently took the wraps off the Hummer EV, its first foray into the budding all-electric pickup truck market. Inasmuch as the vehicle’s five-minute video unveiling was compelling, it soon became evident that the impressive feats being showcased by the Hummer EV in its reveal were not necessarily real. Soon, a GM engineer reportedly admitted that the company doesn’t have a fully-functioning prototype of the Hummer EV yet, and the vehicle shown in the unveiling was computer-generated.
Yet despite this, the Hummer EV has garnered a significant amount of praise, even from veteran auto reviewers. Doug DeMuro, one of the most prolific car reviewers on YouTube, remarked that the Hummer EV seemed to be farther along in its development compared to rivals such as the Tesla Cybertruck and the Rivian R1T. This statement unsurprisingly caught the ire of the Tesla enthusiast community, and it did not take long before legitimate arguments against the Hummer EV were dismissed since they were coming from a “Tesla fanboy” angle.
But let’s forget Tesla and the Cybertruck for a minute.
Even if one removes Tesla and its post-apocalyptic steel triangle on wheels out of the equation, the Hummer EV still fails to do justice to the EV efforts of rival automakers, both veterans and newcomers alike. This is especially notable when it comes to the all-electric vehicles that companies like Ford, Porsche, Rivian, and Polestar have created. Compared to the Mustang Mach-E, the Rivian R1T, the Polestar 2, and the Porsche Taycan—even the Ford F-150 Electric—the Hummer EV is barely more than CGI.
This was highlighted by electric vehicle veteran and enthusiast Sean Mitchell, who noted that the display unit Hummer EV showcased in the all-electric pickup’s early reviews had an electrical cord running from the truck to a plug. This is common practice for vehicles that are placed in displays, as it prevents batteries from being discharged. There is only one issue: the Hummer EV is supposed to be equipped with a massive 200 kWh battery, a pack that could, at least theoretically, power the truck’s electronics for weeks on its own.
Granted, later comments from reviewers such as DeMuro noted that they did see a moving Hummer EV display unit during their initial review of the vehicle. This is a low bar, however, as a small motor and a small battery pack could have been used to propel the vehicle. This is something that has not been done by GM’s competitors. Multiple Porsche Taycans were driven onstage during the car’s unveiling, for example, and the Rivian R1T was fully-functioning when it was showcased for the first time. Even the Mustang Mach-E and Polestar 2 had working units that needed no electrical cord when they were unveiled.
With these in mind, as well as the fact that reports have pointed at the Hummer EV only being 18 months into its development cycle, it does seem to be a stretch to argue that the Hummer EV is farther along in its production than its competitors. The F-150 Electric, a truck that Ford notes will be produced in a few years, already has a prototype that is capable of pulling a train car that weighs 1 million pounds. The Rivian R1T, a truck that has spent years in development, recently completed an eight-day rally over 2,000 kms. That’s something that the Hummer EV seems to be capable of doing only in CGI, at least for now.
GM intends to start delivering the Hummer EV in Fall 2021. Rivian, for its part, is aiming to start deliveries of its very-much-production-ready R1T by mid-2021. The Tesla Cybertruck is also poised to begin deliveries by the end of next year.
Watch Sean Mitchell’s take on the Hummer EV’s unveiling in the video below.
Investor's Corner
Tesla Optimus Gen 3 shows off a cleaner, factory-ready design in new app discovery
Renders hidden inside Tesla’s Android app show Optimus Gen 3’s design before any official reveal.
Tesla may have accidentally given a first look at its newest Optimus Gen 3 humanoid robot when photos were found in the Tesla smartphone app.
Design files tucked inside a recent Android version of the Tesla app appear to show the third generation humanoid robot next to the older Gen 2.5 prototype. The assets were extracted from the app package by Tesla community member @wholemars, who posted the renders on X late Tuesday night before deleting them. The Tesla Newswire reshared the side by side comparison on Wednesday, and the images have circulated widely since.

Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X
The files are labeled “gen3” and were built as models for Tesla app’s own interface, as validated directly by Grok to be official.
The comparison shows a robot that looks built for a factory line rather than a lab bench. Gen 2.5’s exposed mechanical linkages and gold plating on the knees and shins are gone. In their place, Gen 3 uses matte black fairings on the lower legs, paired with a more contoured champagne gold body. Flexible covers now seal the joint where the torso meets the upper thighs, keeping bearings and moving parts sealed from debris and unnecessary contact.
The body panels fit more tightly, and the hands, which Tesla has said carry 22 degrees of freedom, look far more refined than those on earlier units.
This most recent leak fills a gap Tesla has left open for most of the year. Elon Musk said on March 31 that Optimus 3 was walking around but needed “some finishing touches” before it could be shown, a delay Teslarati covered when Tesla missed its first quarter reveal target. Musk later said Tesla would hold the design back until closer to production, partly to keep competitors from copying it. No reveal date has been announced.
The app itself has been preparing for Optimus for months. In July, code in the Tesla app pointed to a dedicated robot phone key, a consent screen for collecting video and spatial data while Optimus works inside a home, and an alert system for low battery and mechanical faults. Finished 3D models of Gen 3 suggest the interface owners will eventually use is moving past placeholder code toward something Tesla intends to ship.
Manufacturing is moving in parallel. Tesla tore out the original Model S and Model X lines at Fremont this summer to make room for Optimus production, with a planned capacity of one million robots a year. At Giga Texas, the steel frame of a dedicated Optimus factory is nearing completion ahead of a targeted 2027 start, with Musk pointing to an eventual output of 10 million units annually.
News
Tesla Semi lands the biggest electric truck deal in U.S. history
Tesla leads a record 2,500 truck order, but not every truck will be a Semi.
Tesla has landed the largest electric truck order in U.S. history. ZET SCALE, a new alliance of shippers and carriers, named Tesla its primary manufacturer on Tuesday for an initial order of 2,500 electric Class 8 trucks. The deal alone would nearly double the number of electric heavy trucks operating in the country.
According to the press release from Catalyst Mobility, the nonprofit formerly known as CALSTART, Kenworth, RIDE and Volvo were also selected as secondary manufacturers that carriers can pick if their operations call for it. No split between the four brands has been published, so the exact number of Semis in the order is not yet known.
Tesla was selected as the primary OEM for the largest electric Class 8 order in the US by ZET SCALE, a new shippers’ alliance
With 2,500 Semis on order, this will double the entire US electric Class 8 fleet
We’re serious about scale, and ZET SCALE is too!… pic.twitter.com/IiTAdzgken
— Tesla Semi (@tesla_semi) September 22, 2026
Tesla won the top slot through a competitive request for proposals. The alliance, which Catalyst Mobility runs with the Smart Freight Centre, scored bidders on price, range, charging capability and production capacity. Pooling freight demand from founding shippers, including Microsoft and PepsiCo, let every truck maker bid lower than it would for a single fleet. “The Tesla Semi is designed for lower cost per mile operations than diesel,” said Dan Priestley, director of the Tesla Semi program, as noted in the press release.
The financing is built to pull in carriers who have avoided electric trucks. ZET Financial is issuing the purchase order for all 2,500 units and will place them with fleets through a fair market value lease. The trucks will be deployed over the next few years across 10 freight hubs in Los Angeles, Stockton, Bakersfield, Seattle and Tacoma, Houston, Dallas, San Antonio, Chicago, Atlanta, and the Newark and New York area. ZET SCALE says the first order is only the opening round, with a longer term goal of 10,000 trucks or more.
Even if Tesla ends up with only a majority share, it would still be the biggest Semi deal to date. Einride’s 500 unit order in August was the previous record, and WattEV’s 370 truck order in May was the largest California deal at the time. Einride’s CEO has since said he expects all 500 trucks delivered by the end of 2027.
The announcement lands two days before Tesla formally inaugurates its Semi factory in Nevada on September 24. The 1.7 million square foot plant sits next to Gigafactory Nevada’s 4680 cell lines and is designed for 50,000 trucks a year.
News
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
Tesla has expanded Grok from an in-car chatbot into a hands-free work assistant. On September 22, Tesla officially launched Grok Bot capability, confirming that drivers can now manage email, calendars, files, chats, and tasks by voice and then hand more ambitious errands to the AI-fueled productivity cheat code.
Grok itself is built by xAI. The new car features split into two layers: Connectors link Grok to outside accounts. Grok Bot, currently limited to SuperGrok Heavy subscribers, can complete multi-step tasks such as placing a usual coffee order, booking a reservation, or scheduling an appointment. It truly puts the driver in a nearly complete hands-free driving and productivity setting, with ironically the only task truly requiring your hands being to touch the “Start Self-Driving” button.
We were granted access to Grok Bot’s Tesla integration a few weeks back, and we’ve been able to do a handful of things with it. On a handful of occasions, we’ve used it to order food and have it ready for pickup slightly later into the evening; we’ve managed to pick up groceries after a day of errands with Grok Bot, and outside of the car, it’s helped with budgeting and even my fantasy football draft.
We’ve been using @Grok Bot in Tesla for a few weeks after gaining Early Access, which we thank the awesome engineers for
Grok Bot makes things much easier across your entire life. From the Tesla, I’ve used it to place pickup orders for my Fiancée and I, we’ve ordered groceries… https://t.co/ZJSLieG1s5
— TESLARATI (@Teslarati) September 22, 2026
Tesla shows another way to utilize it: in their demo, a driver says “Hey Grok,” asks the assistant to check an inbox, and hears that a message concerns a weekend reservation. Grok then scans the calendar, reports no conflicts, and confirms the Tahoe trip is clear. It can also add check-in details to a road-trip itinerary. The point is not novelty chat. It is keeping eyes on the road, or on Full Self-Driving, while the car handles the paperwork of a trip:
.@Grok in your Tesla can now do meaningful work for you
With Connectors, you can manage your inbox, clean up your calendar, or talk through existing files/chat/tasks – all hands-free pic.twitter.com/W1LuybQh0P
— Tesla (@Tesla) September 22, 2026
This Grok rollout is not a gadget add-on as much as it is Tesla’s thesis in software form: the car should stop being a machine you operate and start being a room you occupy.
Connectors and Grok Bot treat the cabin as an office that happens to move, and that has truly been Tesla’s intention for years now. The car has slowly become an extension of a home more than a vehicle. Inbox, calendar, groceries, takeout, and reservations become voice work, not dashboard chores that you need to do before you get in your car.
Responsibility shifts from the driver to the stack, and as many Tesla owners rely on FSD for travel, Grok Bot now handles the monotony of dinner reservations or appointments.