News
Tesla patent reveals Semi truck seat suspension in the works for added safety
Tesla has submitted a patent that would improve its Semi-truck’s centered seat design by utilizing a suspension system on the architecture of the driver’s seat to add additional safety to the operator of the vehicle.
The patent notes that scissor-lift designs are commonly used in large vehicle seats, like in a semi-truck. This design includes pivoting legs that cross each other, allowing seats to be adjustable. However, this architecture has some drawbacks, especially when an accident occurs. In the event of a collision, the “all belts to seat” (ABTS) development “requires the frame of the seat to withstand the expected loads of the occupant and distribute them to the vehicle body. However, the scissor-leg designs were not originally intended for ABTS solutions and are not efficient at distributing the loads,” the patent states. The intention is to make the seat safer and more comfortable, an idea that could save drivers of the Semi in the long run.
“For a driver, adjusting the height of the seat can be important in ensuring a safe driving position. For a passenger, height adjustment can provide increased comfort. Truck seats with scissor-lift designs can be raised or lowered using an airbag positioned underneath the seat, with the scissor legs being more, or less, extended based on the state of inflation.”
- Tesla’s proposed suspension seat design. (Credit: U.S. Patent Office)
- Tesla’s suspension seat at lowest setting. (Credit: U.S. Patent Office)
- Tesla’s suspension seat at highest setting. (Credit: U.S. Patent Office)
- Tesla’s seat suspension system. (Credit: U.S. Patent Office)
Tesla’s proposed suspension seat design. (Credit: U.S. Patent Office)
Safety and comfort are of the utmost importance to truck drivers, as many of them are traveling across the country in the Semi they are operating. Many drivers work at a rate of pay that depends on the number of miles they travel in a given shift. This can attribute to long periods of time behind the wheel, making it important for the driver to feel comfortable and safe at all times. According to the Federal Highway Administration, truck drivers can travel between 45,000 and 100,000 miles a year. This makes it pertinent for truck-makers to design vehicles that are comfortable enough to allow extended driving sessions.
The design Tesla is proposing would increase safety in the event of a crash, while also benefiting drivers of different heights. When adjusting the height of the seat, the driver is inflating or deflating an airbag to either raise or lower their positioning. Depending on the inflation of this airbag, the spring force can change, and this can cause differing results in the event of an accident.
“Many seats feature suspension for the comfort of the occupant. In truck seats with a scissor-lift design, the airbag also serves as a spring to provide suspension, and a damper can be added to absorb shock. However, because the airbag is also used to control the seat height, ride characteristics are affected by the height adjustment,” Tesla states in the patent’s background.
Tesla plans to include this suspension system by having a “multi-post architecture” that would couple sleeves to sets of lift links. They also plan to modify the height adjustment system that would coincide with the seat’s suspension.
“The height adjustment system comprises a four-bar linkage. The height adjustment system is positioned on top of the suspension system. The vehicle seat further includes a plate riding on the suspension system, the sleeves are coupled to the plate, and respective first ends of the pairs of lift links are pivotally coupled to the plate. The multi-post architecture includes posts coupled to a plate configured for fore/aft adjustment on a track,” Tesla wrote.
Overall, Tesla seems to be designing its Semi to be the safest tractor-trailer on the road, hands down. Safety is a priority for the company to begin with, but the development of new methods to create a safer driving experience stands strong and firm with concepts outlined in by the company in these recent patent applications.
The Semi has been ordered by multiple companies that are looking for a more environmentally-friendly logistics option. It will begin a limited production sometime in 2020.
The full text of Tesla’s suspension seat design could be accessed here.
Investor's Corner
Tesla has one big financial question to answer for investors: Morgan Stanley
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
Investor's Corner
SpaceX AI investment gamble will make it a big winner, firm says
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
News
Tesla headlights cause recall of over 20,000 Model 3 and Model Y
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.




