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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.
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Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
Canaccord Genuity analyst George Gianarikas raised his Tesla (NASDAQ:TSLA) price target from $482 to $551. He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
The analyst’s updated note
Gianarikas lowered his 4Q25 delivery estimates but pointed to several positive factors in the Tesla story. He noted that EV adoption in emerging markets is gaining pace, and progress in FSD and the Robotaxi rollout in 2026 represent major upside drivers. Further progress in the Optimus program next year could also add more momentum for the electric vehicle maker.
“Overall, yes, 4Q25 delivery expectations are being revised lower. However, the reset in the US EV market is laying the groundwork for a more durable and attractive long-term demand environment.
“At the same time, EV penetration in emerging markets is accelerating, reinforcing Tesla’s potential multi‑year growth runway beyond the US. Global progress in FSD and the anticipated rollout of a larger robotaxi fleet in 2026 are increasingly important components of the Tesla equity story and could provide sentiment tailwinds,” the analyst wrote.
Tesla’s busy 2026
The upcoming year would be a busy one for Tesla, considering the company’s plans and targets. The autonomous two-seat Cybercab has been confirmed to start production sometime in Q2 2026, as per Elon Musk during the 2025 Annual Shareholder Meeting.
Apart from this, Tesla is also expected to unveil the next-generation Roadster on April 1, 2026. Tesla is also expected to start high-volume production of the Tesla Semi in Nevada next year.
Apart from vehicle launches, Tesla has expressed its intentions to significantly ramp the rollout of FSD to several regions worldwide, such as Europe. Plans are also underway to launch more Robotaxi networks in several more key areas across the United States.
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Waymo sues Santa Monica over order to halt overnight charging sessions
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Waymo has filed a lawsuit against the City of Santa Monica in Los Angeles County Superior Court, seeking to block an order that requires the company to cease overnight charging at two facilities.
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Nuisance claims
As noted in a report from the Los Angeles Times, Waymo’s two charging sites at Euclid Street and Broadway have operated for about a year, supporting the company’s growing fleet with round-the-clock activity. Unfortunately, this has also resulted in residents in the area reportedly being unable to sleep due to incessant beeping from self-driving taxis that are moving in and out of the charging stations around the clock.
Frustrated residents have protested against the Waymos by blocking the vehicles’ paths, placing cones, and “stacking” cars to create backups. This has also resulted in multiple calls to the police.
Last month, the city issued an order to Waymo and its charging partner, Voltera, to cease overnight operations at the charging locations, stating that the self-driving vehicles’ activities at night were a public nuisance. A December 15 meeting yielded no agreement on mitigations like software rerouting. Waymo proposed changes, but the city reportedly insisted that nothing would satisfy the irate residents.
“We are disappointed that the City has chosen an adversarial path over a collaborative one. The City’s position has been to insist that no actions taken or proposed by Waymo would satisfy the complaining neighbors and therefore must be deemed insufficient,” a Waymo spokesperson stated.
Waymo pushes back
In its legal complaint, Waymo stated that its “activities at the Broadway Facilities do not constitute a public nuisance.” The company also noted that it “faces imminent and irreparable harm to its operations, employees, and customers” from the city’s order. The suit also stated that the city was fully aware that the Voltera charging sites would be operating around the clock to support Waymo’s self-driving taxis.
The company highlighted over one million trips in Santa Monica since launch, with more than 50,000 rides starting or ending there in November alone. Waymo also criticized the city for adopting a contentious strategy against businesses.
“The City of Santa Monica’s recent actions are inconsistent with its stated goal of attracting investment. At a time when the City faces a serious fiscal crisis, officials are choosing to obstruct properly permitted investment rather than fostering a ‘ready for business’ environment,” Waymo stated.
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Tesla FSD v14.2.2 is getting rave reviews from drivers
So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Tesla Full Self-Driving (Supervised) v14.2.2 is receiving positive reviews from owners, with several drivers praising the build’s lack of hesitation during lane changes and its smoother decision-making, among others.
The update, which started rolling out on Monday, also adds features like dynamic arrival pin adjustment. So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Owners highlight major improvements
Longtime Tesla owner and FSD user @BLKMDL3 shared a detailed 10-hour impression of FSD v14.2.2, noting that the system exhibited “zero lane change hesitation” and “extremely refined” lane choices. He praised Mad Max mode’s performance, stellar parking in locations including ticket dispensers, and impressive canyon runs even in dark conditions.
Fellow FSD user Dan Burkland reported an hour of FSD v14.2.2’s nighttime driving with “zero hesitations” and “buttery smooth” confidence reminiscent of Robotaxi rides in areas such as Austin, Texas. Veteran FSD user Whole Mars Catalog also demonstrated voice navigation via Grok, while Tesla owner Devin Olsen completed a nearly two-hour drive with FSD v14.2.2 in heavy traffic and rain with strong performance.
Closer to unsupervised
FSD has been receiving rave reviews, even from Tesla’s competitors. Xpeng CEO He Xiaopeng, for one, offered fresh praise for FSD v14.2 after visiting Silicon Valley. Following extended test drives of Tesla vehicles running the latest FSD software, He stated that the system has made major strides, reinforcing his view that Tesla’s approach to autonomy is indeed the proper path towards autonomy.
According to He, Tesla’s FSD has evolved from a smooth Level 2 advanced driver assistance system into what he described as a “near-Level 4” experience in terms of capabilities. While acknowledging that areas of improvement are still present, the Xpeng CEO stated that FSD’s current iteration significantly surpasses last year’s capabilities. He also reiterated his belief that Tesla’s strategy of using the same autonomous software and hardware architecture across private vehicles and robotaxis is the right long-term approach, as it would allow users to bypass intermediate autonomy stages and move closer to Level 4 functionality.
Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
Waymo sues Santa Monica over order to halt overnight charging sessions
