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Tesla Semi’s vast array of Autopilot cameras and sensors for convoy mode spotted

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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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I'm friendly. You can email me. gene@teslarati.com

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Tesla celebrates 9 million vehicles produced globally

The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.

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Credit: Tesla Asia/X

Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai. 

The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.

Tesla’s 9 million vehicle milestone

The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.” 

Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.

Giga Shanghai’s legacy

Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment. 

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Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub. 

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Tesla officially publishes Q4 2025 vehicle delivery consensus

By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.

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Credit: Tesla

Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025. 

By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.

Official consensus sets the record straight

Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars. 

Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.

Credit: Tesla Investor Relations

Tesla’s busy Q4 2025

Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.

The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals. 

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Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference

The announcement was shared by the Israeli Prime Minister in a post on social media platform X. 

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Gage Skidmore, CC BY-SA 4.0 , via Wikimedia Commons

Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026. 

The announcement was shared by the Israeli Prime Minister in a post on social media platform X. 

A call and an invitation

Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”

Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.

“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.

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Tesla FSD’s upcoming rollout in Israel

Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government. 

Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”

Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.

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