The Tesla Semi was recently spotted near one of the company’s most historic locations — the West Los Angeles Service Center — a site where Elon Musk famously met with early reservation holders of the Tesla Roadster at a time when the company was on the verge of bankruptcy.
According to Mirk_idk, an auto enthusiast on Instagram, he spotted the Tesla Semi just as it was leaving Santa Monica Blvd., the same street as Tesla’s LA Service Center, on May 24 at around 10:30 a.m. local time. The auto enthusiast noted that the Semi appeared to be accompanied by two Model S sedans. There were also two people in the electric long-hauler, one of whom acknowledged him as he snapped a photo of the vehicle.
Just like the Semi’s recent sighting in Sunnyvale, CA, the electric truck was hauling a trailer when it was photographed. Its rear wheels were also equipped with covers that are reminiscent of the Model 3’s Aero Wheels.
https://www.instagram.com/p/BjK5inOFv6S/?taken-by=mirks_idk
The Tesla Semi’s latest appearance is particularly noteworthy, considering that Los Angeles is the location of two important Tesla facilities — the LA Service Center and the Tesla Design Center. The Tesla Design Center, the facility where the Semi and the next-generation Roadster were designed, is just 13 miles away from the site of the recent sighting. The LA Service Center, on the other hand, has a more historical significance to the company.
Back in 2008, Tesla, together with Musk’s private space venture, SpaceX, were feeling the effects of a worsening economy. Both companies were a few steps away from folding, and Elon Musk was exhausting his options. Musk ultimately decided to raise the price of the original Roadster to help the company’s funds. The meeting with some of the Roadster’s reservation holders happened at the LA service center.
Part of the fateful meeting was featured in the documentary Revenge of the Electric Car, which featured Tesla during the development days of the Roadster. Musk later described the meeting as “very tough” and that there was anger from some people in the room.
“I cannot understate the degree of grief that I’ve personally gone through, and that many people in Tesla have gone through to make this work. I wish we didn’t have to waste prices. It sucks. I can’t carry Tesla entirely by myself. I just don’t have the resources do it. We can’t sell cars for less than they cost us to produce,” Musk said during the meeting.
Elon Musk unveils the Tesla Semi on November 2017.
As history would show, of course, Musk would eventually pull off the near-impossible after that meeting, ultimately saving both SpaceX and Tesla from going under. Tesla closed its much-needed financing round on Christmas Eve 2008. According to Musk during a Q&A session at the Paris-Sorbonne University in December 2015, the financing round concluded “on the last hour of the last day when it was possible.”
The Tesla Semi is a Class 8 electric truck that is capable of hauling up to 80,000 pounds of cargo. The vehicle is equipped with four Model 3-derived electric motors and is capable of sprinting from 0-60 mph in 5 seconds without any load. With a full 80,000-pound load, the long-hauler can hit highway speeds in 20 seconds. The Semi is expected to start production in 2019.
As the company prepares to begin the manufacture of the electric trucks, Tesla has started utilizing the vehicles for battery pack deliveries between Gigafactory 1 in Sparks, NV to the Fremont CA facility. Multiple sightings of the trucks in the middle of their transport runs have been reported since then.
The Semi has also been spotted on the site of some of its biggest buyers. Earlier this year, the electric truck was sighted in the Anheuser-Busch Brewery in St. Louis, MO. It also made an appearance in Dallas, TX, where it was demoed for PepsiCo employees. The black matte Tesla Semi was sighted on the back of a truck at a highway near Des Moines, IA as well, close to the headquarters of Ruan Transportation Management Systems.
Tesla released the Full Self-Driving v14 ‘Lite’ suite to owners of Hardware 3 or AI3 vehicles today, adding several new features to the vehicles that were once believed to be capable of unsupervised self-driving.
Now, Tesla has released this modified suite to older Tesla vehicles, adding plenty of new features and capabilities.
Here are the full release notes for the suite:
- Distilled the intelligence from HW4 V14 into HW3. This allows HW3 to directly learn how to handle scenarios using HW4 V14 as a guide. This process unlocks the improvements that have been made to HW4 including Reinforcement Learning (RL) and offline models for HW3.
- Improved both proactive and reactive responsiveness across a wide variety of categories including navigation handling, merges and forks, pedestrian interactions, traffic lights, and vehicle cut-in scenarios.
- Improved general comfort in nominal scenarios through fewer false slowdowns, smoother steering and more consistent lane centering.
- Introduced parking, unparking, and reversing capabilities.
- Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, or at the Curbside.
- Speed Profiles are now available at all times, to further customize driving style preference.
These improvements, according to Tesla’s Head of AI, Ashok Elluswamy, help distill the driving behavior from AI4’s v14 series into both the camera and compute configurations of AI3.
Tesla Full Self-Driving v14 ‘Lite’ for older cars finally gets released
He added:
“It includes destination options and speed profiles on city roads, but more importantly significantly improved safety. We hope you’ll enjoy it, once the build ships wide.”
FSD v14 Lite is now rolling out to AI3 early-access customers. Based on the feedback, will rollout to more customers over the next few weeks.
This build distills the driving behavior from AI4’s v14 series into both the camera and compute config of AI3. It includes destination…
— Ashok Elluswamy (@aelluswamy) June 29, 2026
Tesla will continue to roll out the v14 Lite suite more widely in the coming weeks, the company said.
Tesla has finally released its Full Self-Driving v14 ‘Lite’ suite for older cars that equip the Hardware 3 or AI 3 chip, which have not been able to handle the newest versions of the company’s driver assistance software.
Tesla officially started releasing the v14 Lite suite to owners in the Early Access Program last night. The company’s Head of AI, Ashok Elluswamy, said that the rollout will continue over the next few weeks. The build distills the driving behavior from AI4’s v14 series into both the camera and compute configurations of an AI3 car.
🚨 Tesla is releasing v14 Lite for AI3 owners who are in early-access
This will give AI3 cars the ability to experience new FSD features like parking preferences. https://t.co/pp6Q5FOKoz pic.twitter.com/tqexMB8SVy
— TESLARATI (@Teslarati) June 29, 2026
It also includes a variety of new features that were available to AI4 cars running v14, including:
- Start Self-Driving from Park
- Arrival and Parking Options
- Speed Profiles
The release is highly anticipated because those owners with AI3 vehicles were early adopters into the FSD platform and were promised that their cars would be capable of achieving Full Self-Driving.
However, Tesla CEO Elon Musk admitted during the company’s recent Q1 Earnings Call that these vehicles would not be capable of achieving unsupervised Full Self-Driving, which is what Tesla had originally said.
Owners were not pleased with this answer, or the idea that their commitment to buying the suite outright for thousands of dollars would not yield the ability to drive without operating the car. Tesla gave some solutions for this, including a discount on a new car, or an upgrade to an AI4 or AI5 self-driving computer and new, upgraded cameras.
Tesla owners do not seem pleased with these options, as they require giving the company more money.
Nevertheless, it is important to note that Tesla came through for owners here by releasing v14 Lite before the end of Q2, something it had promised owners during the previous Earnings Call. Tesla has had trouble keeping up with timelines, but this is a big achievement for the team.
Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla Full Self-Driving v14 ‘Lite’ Release Notes: new capabilities and features
Tesla Full Self-Driving v14 ‘Lite’ for older cars finally gets released
