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Tesla Semi-like aerodynamic trucks will be mandated in Europe to make roads safer
Trucks that look similar to the Tesla Semi will soon be the norm in Europe, with members of the European Parliament voting for a law that will require manufacturers to produce vehicles that are more aerodynamic and energy efficient. It is estimated that by adopting these changes, the region’s long-haul industry will produce less carbon dioxide, consume less fuel, and even save lives.
Under the regulations, truck makers will be allowed to lengthen the design of their vehicles’ cabs by up to 80-90 cm, provided that the extra space is utilized to provide drivers with better vision. Extending the cab will likely result in Europe’s next-generation trucks looking quite similar to the Tesla Semi, which features a large wraparound windshield that gives drivers a commanding view of the road and the vehicle’s surroundings.
These changes are expected to make trucks safer for the public, as the curved cabs could deflect pedestrian and cyclists during collissions in a safer way. Pedestrians that are hit by conventional, brick-shaped trucks run the risk of going under the vehicle’s wheels after the impact. This risk is significantly reduced in trucks that have more rounded edges in front.
The European Federation for Transport and Environment (also known as Transport and Environment or T&E) notes that Europe sees around 4,000 fatalities per year from truck-related incidents. From this number, around 1,000 are comprised of cyclists and pedestrians. James Nix, freight director at T&E, noted that the new law is ultimately a win for both the trucking industry and the public. “The truck of the future will be sleeker, reducing fuel bills and emissions. It will also be safer through better driver vision of cyclists and pedestrians in particular,” he said.
Apart from making long-haulers safer to the public, the shift to more aerodynamic truck designs is expected to reduce the industry’s carbon emissions by 7-10%. The reforms are also estimated to help reduce fuel bills by up to 5% in long-haul trucks and up to 10% in vehicles that are fitted with more advanced engines.
Europe’s aerodynamic trucks are expected to start getting deployed beginning September 2020, a target that has been met by a rather tepid response from the European Automobile Manufacturers Association. Before the proposal was confirmed by members of the European Parliament, the association proved quite skeptical of the initiative, stating that the redesigned vehicles will likely not be ready for the 2020 goal, as noted by The Irish Times.
This recent regulation, as well as the hesitation from the European Automobile Manufacturers Association, all but opens a large market for electric trucks like the Tesla Semi, which already conforms to the design suggested in the new regulations. Add the benefit of the Semi’s low operating cost and its zero-emissions due to its all-electric construction, and the vehicle all but becomes tailor-fit for Europe changing trucking market.
It’s not just Tesla that can take advantage of Europe’s new initiative, either, as companies like hydrogen-electric truck maker Nikola could also deploy its aerodynamic long-haulers like the Nikola One and Nikola Two to the region. Nevertheless, Nikola might need to revisit its plans for Europe, as the vehicle it created for the region, the Nikola Tre, features a conventional brick-like design.
Tesla revealed plans to develop its own maps internally to fix Navigation issues and give owners more control over their routing.
On the company’s Q3 2026 Earnings Call, a question was asked about FSD Navigation issues, particularly speed limit recognition, parking, and routing. These are issues that surface from version to version and seem to be seriously challenging for Tesla’s AI team to resolve.
Tesla’s Head of AI, Ashok Elluswamy, said in response to the question:
“You’re totally right that we shouldn’t be depending on external people’s maps. So we are building our own maps, but not like the same way as OneMoreMap. We are building an entirely new architecture with essentially AI-based mapping and navigation.”
He continued:
“It’s going to be super awesome. It’s going to be integrated with voice. You can talk to it, ask for different routes. It’s going to learn your personalized preferences, plus the fleet preferences. The collective intelligence of all the cars is going to flow into making the maps and navigation super cool.”
Elluswamy said this issue should be confronted, and the mapping should be available for people by the time the v15 release starts deploying to customers.
“And over the next several months,” he added, “it’s just going to take over all of the navigation functions, parking, destination handling. And it will know you better than you know yourself in some regard for the driving task, and then handle it fully.”
Tesla Summon got insanely good in FSD v14.3.2 — Navigation? Not so much
Navigation is perhaps the most notable complaint with FSD, and although it has gotten better, it is still flawed. Much of the time, FSD will take people on routes that are not preferred by the driver, but Tesla tried to combat this with a routing feature in the Summer 2026 Update.
Tesla currently relies on Google for map data, but it is sort of counterintuitive to believe the company would rely on a third party for this. These improvements will be welcome, as routing and navigation have been such a pain point for so many owners for so long.
Quotes via Motley Fool
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla is building its own maps to fix Navigation issues
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
