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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.”
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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?
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News
Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
-->For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
Tesla appears to be making a change to its exterior side repeater cameras, which are used for the company’s Full Self-Driving suite, and other features, like Sentry Mode.
The change appears to be a potential upgrade in preparation for the AI5 suite, which CEO Elon Musk said will be present on a handful of vehicles next year, but will not be widely implemented until 2027.
Currently, Tesla uses a Sony sensor lens with the model number IMX963, a 5-megapixel camera with better dynamic range and low-light performance over the past iteration in Hardware 3 vehicles. Cameras in HW3 cars were only 1.2 megapixels.
However, Tesla is looking to upgrade, it appears, as Tesla hacker greentheonly has spotted a new sensor model in its firmware code, with the model number IMX00N being explicitly mentioned:
Looks like Tesla is changing (upgrading?) cameras in (some?) new cars produced.
Where as HW4 to date used exterior cameras with IMX963, now they (might potentially) have something called IMX00N— green (@greentheonly) December 1, 2025
Sony has not announced any formal specifications for the IMX00N model, and although IMX963 has been used in AI4/HW4 vehicles, it only makes sense that Tesla would prepare to upgrade these external cameras once again in preparation for what it believes to be the second hardware iteration capable of fully autonomous self-driving.
Tesla has maintained that AI4/HW4 vehicles are capable of self-driving operation, but AI5 will likely help the company make significant strides, especially in terms of overall performance and data collection.
Tesla last updated its exterior cameras on its vehicles back in early 2023, as it transitioned to the 5-megapixel IMX963. It also added additional cameras to its vehicles in January with the new Model Y, which featured an additional lens on the front bumper to help with Full Self-Driving.
Tesla’s new self-driving computer (HW4): more cameras, radar, and more
Tesla sees sharp November rebound in China as Model Y demand surges
Tesla bear gets blunt with beliefs over company valuation
