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Tesla Semi to boast nearly 600 mile battery range, says Elon Musk
Tesla CEO Elon Musk stated during the company’s first-quarter 2018 earnings call that the production version of the Tesla Semi would have almost 600 miles of range.
Musk’s statement came as a response to an inquiry from retail investor and YouTuber Galileo Russell, who asked if the Tesla Semi would feature a breakthrough in battery technology. Russell further referenced the reservations of critics such as Daimler’s head of trucks about the Semi’s estimated range and performance.
Back in February, Daimler AG head of trucks Martin Daum threw some shade at the Tesla Semi, suggesting that the electric truck defies the laws of physics if its specs are accurate. In his response to Russell’s inquiry, Musk threw some shade back at the Daimler executive, explaining that the Tesla Semi’s capabilities do not require radical improvements in its battery technology.
“He does not know much about physics. I know him. I would be happy to engage in a physics discussion with him. I actually studied physics in college. Even if we didn’t improve our battery technology at all, we could achieve a 500-mile range truck. We’re gonna do better than 500 miles.”
Tesla CTO JB Straubel also shared his thoughts. According to Straubel, a key factor for competitors’ skepticism of the Semi could be the industry’s misunderstanding of Tesla’s proficiency in battery tech.
“I think the key point is that it doesn’t require a dramatic breakthrough. So there’s a fundamental misunderstanding, I think, of what the current technology in our existing products can actually do. Maybe that’s just a misunderstanding of the current status of the technology versus others in the industry. That could be where some of that’s coming from.
“If they’re benchmarking sort of the best battery pack they can buy from a supplier, and then mapping that with what the Semi could do, it doesn’t solve. I think that’s maybe where most of it is coming from, but we basically have what we need in-house, and understand how to do those specs today. We’re better, as Elon said.”
Musk summed up the discussion about the Semi’s battery by stating that the production version of the electric truck will exceed the vehicle’s initial estimated range per charge.
“We could do a 500-mile range Semi today. I think the actual production unit will have a 600-mile range,” Musk said.
For now, however, Elon Musk stated that Tesla is not conducting a sales push for the Semi. Nevertheless, Straubel noted that there are roughly 2,000 reservations listed for the Tesla Semi as of date.
Musk and Straubel’s statements about the Tesla Semi’s battery is in line with the observations of automotive veteran and teardown expert Sandy Munro of Munro & Associates. In a recent segment in Autoline After Hours, Munro stated that Tesla’s battery is a class above industry leaders today. Munro was particularly impressed with the differential between Tesla’s battery blocks on the Model 3.
“We went through there, and the difference was .2 milliamps. Holy, nobody can balance batteries that close. Nobody. Nobody’s ever done that,” Munro said.
During the unveiling of the Tesla Semi, Musk stated that the vehicle is able to travel up to 500 miles on a single charge. Powered by four Model 3-derived electric motors, the electric truck is capable of hauling up to 80,000 pounds of cargo. The Tesla Semi also features the capability to travel in Convoy Mode, a semi-autonomous way for a fleet of electric trucks to draft in close proximity to each other.
Elon Musk
SpaceX issues statement on Starship V3 Booster 18 anomaly
The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas.
SpaceX has issued an initial statement about Starship Booster 18’s anomaly early Friday. The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas.
SpaceX’s initial comment
As per SpaceX in a post on its official account on social media platform X, Booster 18 was undergoing gas system pressure tests when the anomaly happened. Despite the nature of the incident, the company emphasized that no propellant was loaded, no engines were installed, and personnel were kept at a safe distance from the booster, resulting in zero injuries.
“Booster 18 suffered an anomaly during gas system pressure testing that we were conducting in advance of structural proof testing. No propellant was on the vehicle, and engines were not yet installed. The teams need time to investigate before we are confident of the cause. No one was injured as we maintain a safe distance for personnel during this type of testing. The site remains clear and we are working plans to safely reenter the site,” SpaceX wrote in its post on X.
Incident and aftermath
Livestream footage from LabPadre showed Booster 18’s lower half crumpling around the liquid oxygen tank area at approximately 4:04 a.m. CT. Subsequent images posted by on-site observers revealed extensive deformation across the booster’s lower structure. Needless to say, spaceflight observers have noted that Booster 18 would likely be a complete loss due to its anomaly.
Booster 18 had rolled out only a day earlier and was one of the first vehicles in the Starship V3 program. The V3 series incorporates structural reinforcements and reliability upgrades intended to prepare Starship for rapid-reuse testing and eventual tower-catch operations. Elon Musk has been optimistic about Starship V3, previously noting on X that the spacecraft might be able to complete initial missions to Mars.
Investor's Corner
Tesla analyst maintains $500 PT, says FSD drives better than humans now
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Tesla (NASDAQ:TSLA) received fresh support from Piper Sandler this week after analysts toured the Fremont Factory and tested the company’s latest Full Self-Driving software. The firm reaffirmed its $500 price target, stating that FSD V14 delivered a notably smooth robotaxi demonstration and may already perform at levels comparable to, if not better than, average human drivers.
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Analysts highlight autonomy progress
During more than 75 minutes of focused discussions, analysts reportedly focused on FSD v14’s updates. Piper Sandler’s team pointed to meaningful strides in perception, object handling, and overall ride smoothness during the robotaxi demo.
The visit also included discussions on updates to Tesla’s in-house chip initiatives, its Optimus program, and the growth of the company’s battery storage business. Analysts noted that Tesla continues refining cost structures and capital expenditure expectations, which are key elements in future margin recovery, as noted in a Yahoo Finance report.
Analyst Alexander Potter noted that “we think FSD is a truly impressive product that is (probably) already better at driving than the average American.” This conclusion was strengthened by what he described as a “flawless robotaxi ride to the hotel.”
Street targets diverge on TSLA
While Piper Sandler stands by its $500 target, it is not the highest estimate on the Street. Wedbush, for one, has a $600 per share price target for TSLA stock.
Other institutions have also weighed in on TSLA stock as of late. HSBC reiterated a Reduce rating with a $131 target, citing a gap between earnings fundamentals and the company’s market value. By contrast, TD Cowen maintained a Buy rating and a $509 target, pointing to strong autonomous driving demonstrations in Austin and the pace of software-driven improvements.
Stifel analysts also lifted their price target for Tesla to $508 per share over the company’s ongoing robotaxi and FSD programs.
Elon Musk
SpaceX Starship Version 3 booster crumples in early testing
Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
SpaceX’s new Starship first-stage booster, Booster 18, suffered major damage early Friday during its first round of testing in Starbase, Texas, just one day after rolling out of the factory.
Based on videos of the incident, the lower section of the rocket booster appeared to crumple during a pressurization test. Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
Booster test failure
SpaceX began structural and propellant-system verification tests on Booster 18 Thursday night at the Massey’s Test Site, only a few miles from Starbase’s production facilities, as noted in an Ars Technica report. At 4:04 a.m. CT on Friday, a livestream from LabPadre Space captured the booster’s lower half experiencing a sudden destructive event around its liquid oxygen tank section. Post-incident images, shared on X by @StarshipGazer, showed notable deformation in the booster’s lower structure.
Neither SpaceX nor Elon Musk had commented as of Friday morning, but the vehicle’s condition suggests it is likely a complete loss. This is quite unfortunate, as Booster 18 is already part of the Starship V3 program, which includes design fixes and upgrades intended to improve reliability. While SpaceX maintains a rather rapid Starship production line in Starbase, Booster 18 was generally expected to validate the improvements implemented in the V3 program.
Tight deadlines
SpaceX needs Starship boosters and upper stages to begin demonstrating rapid reuse, tower catches, and early operational Starlink missions over the next two years. More critically, NASA’s Artemis program depends on an on-orbit refueling test in the second half of 2026, a requirement for the vehicle’s expected crewed lunar landing around 2028.
While SpaceX is known for diagnosing failures quickly and returning to testing at unmatched speed, losing the newest-generation booster at the very start of its campaign highlights the immense challenge involved in scaling Starship into a reliable, high-cadence launch system. SpaceX, however, is known for getting things done quickly, so it would not be a surprise if the company manages to figure out what happened to Booster 18 in the near future.
SpaceX issues statement on Starship V3 Booster 18 anomaly
Tesla analyst maintains $500 PT, says FSD drives better than humans now
