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Tesla Semi’s vast array of Autopilot cameras and sensors for convoy mode spotted
When CEO Elon Musk unveiled the Tesla Semi to the world, one of the main messages in his presentation was that the all-electric semi-truck is significantly cheaper to own than a traditional diesel truck. With a starting price of $150,000 for the base truck, and $180,000 for the long range 500-mile variant, the Tesla Semi is priced considerably lower than what many industry experts expected.
“We really thought about this a lot. If you take everything into account: take the lease cost, take the insurance cost, maintenance, all of the factors – the fully accounted for true cost of trucking – a diesel truck will be 20% more expensive than a Tesla Semi per mile.” said Musk.
The Tesla Semi is able to achieve high efficiency through the use of four electric motors – the same volume production motors used in the company’s consumer mass market Model 3 sedan – that operate independently to control torque at each wheel. The drivetrain’s design not only allows for blistering acceleration, by truck standards, but also adds an element of safety. “The truck will automatically stop jackknifing because it has independent motors on each wheel and it will dynamically adjust the torque on each wheel so that jackknifing is impossible. Your worse nightmare is gone with this truck.”
However, combined with the truck’s ability to leverage convoy technology wherein a fleet of Tesla semi-trucks semi-autonomously draft in close proximity to one another thereby reducing energy usage from wind resistance, Tesla Semi’s true cost of ownership becomes even more favorable than a diesel truck.
“The convoy technology, the tracking technology, this is something that we are confident we can today do ten times safer than a human driver.” said Musk at the Tesla Semi unveiling event. “I want to be clear, this is something we can do now.”
According to Musk, a diesel truck becomes twice as expensive as a Tesla all-electric truck that’s operating in convoy mode.
Similar to Tesla’s Autopilot-enabled Model S and Model X consumer vehicles, the Tesla Semi is able to use a suite of cameras and sensors to paint a digital picture of its surroundings. Every truck is equipped with Enhanced Autopilot that will allow the vehicle to semi-autonomously stay in lane, automatically brake in emergency situations and warn of forward collisions.
DON’T MISS: Close-up look at Tesla Semi’s “Megacharger” charging port
“Even if you’re in an emergency, the truck will stay in lane, and gradually come to a halt, and put on the emergencies. If it doesn’t hear a response from you, it will actually call emergency services and get an ambulance. It’s going to take care of you; it’s going to take care of other cars; it’s going to take care of other pedestrians. This is a massive increase in safety.” said Musk.
On the outside, the sleek Tesla Semi doesn’t appear to have any protruding hardware beyond a “wing” that’s present on either side of the truck. Upon closer investigation by KmanAuto who attended the event and gave us a first look at the Tesla Semi’s gearbox, there’s a vast array of cameras and possibly a LiDAR mounted within the truck’s wings.
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Because the Tesla Semi doesn’t have any side mirrors, video from these cameras likely provide the driver with a birds eye view of both sides of the truck as seen from the interior touchscreen displays. Kman also discovered a row of cameras mounted below and above the massive windshield, and even more cameras discreetly mounted within Tesla Semi’s headlight assembly.
Though Musk did not talk about the integration of Full Self-Driving capabilities in the Tesla Semi, Kman notes that it could be possible if Tesla one day offers its own tractor trailers with sensors. “I think Tesla will offer its own tractor trailers. These trailers will be outfitted with their own suite of sensors to enhance the vehicle’s abilities further.” Kman tells Teslarati.
We’ve embedded Kman’s video that captures the various locations of Tesla Semi’s sensor suite. We count at least 12 cameras. How many can you spot?
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
News
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
Tesla confirmed its intentions to expand the Robotaxi program in the United States with an aggressive timeline that aims to send the ride-hailing service to several large cities very soon.
The Robotaxi program is currently active in Austin, Texas, and the California Bay Area, but Tesla has received some approvals for testing in other areas of the U.S., although it has not launched in those areas quite yet.
However, the time is coming.
During Tesla’s Q4 Earnings Call last night, the company confirmed that it plans to expand the Robotaxi program aggressively, hoping to launch in seven new cities in the first half of the year.
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
These details were released in the Earnings Shareholder Deck, which is published shortly before the Earnings Call:
🚨 BREAKING: Tesla plans to launch its Robotaxi service in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas in the first half of this year pic.twitter.com/aTnruz818v
— TESLARATI (@Teslarati) January 28, 2026
Late last year, Tesla revealed it had planned to launch Robotaxi in Las Vegas, Phoenix, Dallas, and Houston, but Tampa and Orlando were just added to the plans, signaling an even more aggressive expansion than originally planned.
Tesla feels extremely confident in its Robotaxi program, and that has been reiterated many times.
Although skeptics still remain hesitant to believe the prowess Tesla has seemingly proven in its development of an autonomous driving suite, the company has been operating a successful program in Austin and the Bay Area for months.
In fact, it announced it achieved nearly 700,000 paid Robotaxi miles since launching Robotaxi last June.
🚨 Tesla has achieved nearly 700,000 paid Robotaxi miles since launching in June of last year pic.twitter.com/E8ldSW36La
— TESLARATI (@Teslarati) January 28, 2026
With the expansion, Tesla will be able to penetrate more of the ride-sharing market, disrupting the human-operated platforms like Uber and Lyft, which are usually more expensive and are dependent on availability.
Tesla launched driverless rides in Austin last week, but they’ve been few and far between, as the company is certainly easing into the program with a very cautiously optimistic attitude, aiming to prioritize safety.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Tesla’s (NASDAQ:TSLA) Q4 and FY 2025 earnings call highlighted improving margins, record energy performance, expanding autonomy efforts, and a sharp acceleration in AI and robotics investments.
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Key takeaways
Tesla reported sequential improvement in automotive gross margins excluding regulatory credits, rising from 15.4% to 17.9%, supported by favorable regional mix effects despite a 16% decline in deliveries. Total gross margin exceeded 20.1%, the highest level in more than two years, even with lower fixed-cost absorption and tariff impacts.
The energy business delivered standout results, with revenue reaching nearly $12.8 billion, up 26.6% year over year. Energy gross profit hit a new quarterly record, driven by strong global demand and high deployments of MegaPack and Powerwall across all regions, as noted in a report from The Motley Fool.
Tesla also stated that paid Full Self-Driving customers have climbed to nearly 1.1 million worldwide, with about 70% having purchased FSD outright. The company has now fully transitioned FSD to a subscription-based sales model, which should create a short-term margin headwind for automotive results.
Free cash flow totaled $1.4 billion for the quarter. Operating expenses rose by $500 million sequentially as well.
Production shifts, robotics, and AI investment
Musk further confirmed that Model S and Model X production is expected to wind down next quarter, and plans are underway to convert Fremont’s S/X line into an Optimus robot factory with a capacity of one million units.
Tesla’s Robotaxi fleet has surpassed 500 vehicles, operating across the Bay Area and Austin, with Musk noting a rapid monthly expansion pace. He also reiterated that CyberCab production is expected to begin in April, following a slow initial S-curve ramp before scaling beyond other vehicle programs.
Looking ahead, Tesla expects its capital expenditures to exceed $20 billion next year, thanks to the company’s operations across its six factories, the expansion of its fleet expansion, and the ramp of its AI compute. Additional investments in AI chips, compute infrastructure, and future in-house semiconductor manufacturing were discussed but are not included in the company’s current CapEx guidance.
More importantly, Tesla ended the year with a larger backlog than in recent years. This is supported by record deliveries in smaller international markets and stronger demand across APAC and EMEA. Energy backlog remains strong globally as well, though Tesla cautioned that margin pressure could emerge from competition, policy uncertainty, and tariffs.
Tesla hits major milestone with Full Self-Driving subscriptions
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
