

News
Tesla Semi 500-range variant starts shipping this year: Elon Musk
It appears that the Tesla Semi’s release is actually closer than expected. As per recent comments from CEO Elon Musk, the Tesla Semi 500-mile variant will start shipping this year, followed by the Cybertruck next year.
Musk shared the update on Twitter as part of a series of posts about his Master Plan, Part Deux, and Tesla’s open patent policy. The Tesla Semi was, in a way, part of Master Plan, Part Deux, as Musk outlined then that the electric vehicle maker would release “heavy-duty trucks.” Such a truck could effectively disrupt the long-haul sector if properly ramped.
“Tesla 500 mile range Semi Truck starts shipping this year, Cybertruck next year,” Musk wrote.
Musk’s update bodes well for the Tesla Semi 500-mile variant as well as its reservation holders, some of whom have been waiting for the Class 8 all-electric truck since it was unveiled in late 2017. PepsiCo, for one, noted last year that it was expecting the first Tesla Semi deliveries in the fourth quarter of 2021.
This target appears to have been missed, though Tesla Semi units have been spotted at PepsiCo’s Frito Lay facility in Modesto, California, this year. A number of Tesla Semi Megachargers have also been installed at the Modesto facility.
An estimate for the Tesla Semi’s release date was also shared by Musk during the Q4 FY 2021 earnings call last January, though it was noticeably conservative. The CEO noted then that Tesla is looking to enter production of the Cybertruck, Semi, Roadster — and to some degree Optimus — sometime next year.
A Grain of Salt
While Musk’s update is exciting, Tesla watchers and Semi reservation holders should probably temper their expectations considering the delays in the Class 8 all-electric truck’s release so far. The Semi is expected to be built with the company’s 4680 cells as well, and the production of those batteries is still in the process of being ramped.
It does make sense for Tesla to release the Semi 500-mile variant first, however. That’s in line with the company’s typical strategy of releasing its vehicles’ top-tier variants first. The only remaining issue now is if Elon Musk’s estimate for the Tesla Semi’s release date turns out to be accurate this time around.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
Investor's Corner
Tesla bear turns bullish for two reasons as stock continues boost
“I think from a trading perspective, it looks very interesting,” Nathan said, citing numerous signs of strength, such as holding its 200-day moving average and holding against its resistance level.

A Tesla bear is changing his tune, turning bullish for two reasons as the company’s stock has continued to get a boost over the past month.
Dan Nathan, a notorious skeptic of Tesla shares, said he is changing his tune, at least in the short term, on the company’s stock because of “technicals and sentiment,” believing the company is on track for a strong Q3, but also an investment story that will slowly veer away from its automotive business.
“I think from a trading perspective, it looks very interesting,” Nathan said, citing numerous signs of strength, such as holding its 200-day moving average and holding against its resistance level.
He also said he believes a rally for the stock could continue as it heads into the end of the quarter, especially as the $7,500 electric vehicle tax credit is coming to an end at the end of the month.
With that being said, he believes the consensus for Q3 deliveries is “probably low,” as he believes Wall Street is likely underestimating what Tesla will bring to the table on October 1 or 2 when it reports numbers for the quarter.
Tesla bear Dan Nathan has flipped his script on Tesla $TSLA shares, citing “technicals and sentiment”
— TESLARATI (@Teslarati) September 12, 2025
Tesla shares are already up over five percent today, with gains exceeding nine percent over the past five trading days, and more than fourteen percent in the past month.
While some analysts are looking at the performance of other Mag 7 stocks, movement on rates from the Federal Reserve, and other broader market factors as reasoning for Tesla’s strong performance, it appears some movement could be related to the company’s recent developments instead.
Over the past week, Tesla has made some strides in its Robotaxi program, including a new license to test the platform in the State of Nevada, which we reported on.
Tesla lands regulatory green light for Robotaxi testing in new state
Additionally, the company is riding the tails of the end of the EV tax credit, as inventory, both new and used, is running extremely low, generally speaking. Many markets do not have any vehicles to purchase as of right now, making delivery by September 30 extremely difficult.
However, there has been some adjustments to the guidelines by the IRS, which can be read here:
Tesla is trading at around $389 at 10:56 a.m. on the East Coast.
News
Tesla lands regulatory green light for Robotaxi testing in new state
This will be the third state in total where Tesla is operating Robotaxi, following Austin and California.

Tesla has landed a regulatory green light to test its Robotaxi platform in a new state, less than three months after the ride-hailing service launched in Texas.
Tesla first launched its driverless Robotaxi suite in Austin, Texas, back on June 22. Initially offering rides to a small group of people, Tesla kept things limited, but this was not to be the mentality for very long.
It continued to expand the rider population, the service area, and the vehicle fleet in Austin.
The company also launched rides in the Bay Area, but it does use a person in the driver’s seat to maintain safety. In Austin, the “Safety Monitor” is present in the passenger’s seat during local rides, and in the driver’s seat for routes that involve highway driving.
Tesla is currently testing the Robotaxi platform in other states. We reported that it was testing in Tempe, Arizona, as validation vehicles are traveling around the city in preparation for Robotaxi.
Tesla looks to make a big splash with Robotaxi in a new market
Tesla is also hoping to launch in Florida and New York, as job postings have shown the company’s intention to operate there.
However, it appears it will launch in Nevada before those states, as the company submitted its application to obtain a Testing Registry certification on September 3. It was processed by the state’s Department of Motor Vehicles Office of Business Licensing on September 10.
NEWS: Tesla has officially received approval from the Nevada DMV to start testing autonomous vehicles (robotaxis) on public roads.
Today, I confirmed directly with the Nevada DMV that @Tesla‘s application to obtain a Testing Registry certification was approved by the DMV Office… pic.twitter.com/hx5JhHBFiD
— Sawyer Merritt (@SawyerMerritt) September 11, 2025
It will then need to self-certify for operations, essentially meaning they will need to comply with various state requirements.
This will be the third state in total where Tesla is operating Robotaxi, following Austin and California.
CEO Elon Musk has stated that he believes Robotaxi will be available to at least half of the U.S. population by the end of the year. Geographically, Tesla will need to make incredible strides over the final four months of the year to achieve this.
News
Tesla is improving this critical feature in older vehicles

Tesla is set to improve a critical feature that has not been present in older vehicles with a new update.
Tesla vehicles feature a comprehensive suite of driver assistance features, some of which aid in driving itself, while others support the vehicle’s surroundings.
One of those features is that of Driver Visualization, and with the rollout of a new update, owners of Intel-based Tesla vehicles are receiving an upgrade that will come with a simple software update.
Tesla plans to use Unreal Engine for driver visualization with crazy upgrade
The update will provide new visualizations while Intel-based vehicles are in reverse, a feature that was not previously available, but will be with Software Update 2025.32.2.
The improvement was spotted by Not a Tesla App via TheBeatYT_evil:
Noticed something new in 2025.32.2 on my Intel MCU + USS car with FSD.
When shifting into reverse, the full FSD visualization now stays on instead of switching to the old plain autopilot visuals.
Might be small, but it makes backing up feel more seamless. pic.twitter.com/o44levkdtM
— Beat (@TheBeatYT_evil) September 5, 2025
Previously, vehicles Tesla built were equipped with Intel-based processors, but newer cars feature the AMD chip, which is capable of rendering these visualizations as they happen. They were capable of visualizations when driving forward, but not in reverse, which is what this change resolves.
It is a good sign for those with Intel-based vehicles, as Tesla seems to be paying attention to what those cars are not capable of and improving them.
This was an undocumented improvement associated with this particular update, so you will not find any mention of it in the release notes that Tesla distributes with each update.
-
News2 weeks ago
Tesla is overhauling its Full Self-Driving subscription for easier access
-
Elon Musk2 weeks ago
Elon Musk shares unbelievable Starship Flight 10 landing feat
-
Elon Musk2 weeks ago
Elon Musk reveals when SpaceX will perform first-ever Starship catch
-
Elon Musk1 week ago
Tesla’s next-gen Optimus prototype with Grok revealed
-
News6 days ago
Tesla launches new Supercharger program that business owners will love
-
Elon Musk6 days ago
Tesla Board takes firm stance on Elon Musk’s political involvement in pay package proxy
-
News2 weeks ago
Tesla appears to be mulling a Cyber SUV design
-
News1 week ago
Tesla deploys Unsupervised FSD in Europe for the first time—with a twist