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The Tesla Semi’s butterfly effect will change the face of heavy-duty freight routes

Credit: /Graham Carroll

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In a recent interview, Auke Hoekstra, a researcher at Eindhoven University of Technology and an electric vehicle expert, explained how battery-electric trucks like the Tesla Semi could end up dominating heavy-duty freight routes in regions like Europe. According to the EV expert, weight and range limitations that are usually associated with electric vehicles may very well be quite irrelevant when it comes to the real-world use of the electric long-haulers. 

While addressing questions from Clean Energy Wire, Hoekstra explained that skeptics of vehicles like the Tesla Semi often take the hardest business case that a diesel truck is able to manage. An example of this is a multi-day trip with a team of two drivers who cover thousands of kilometers in one trip. The EV expert explained that while traditional diesels still hold an advantage against their battery-electric competition in this scenario, this edge disappears when one looks at the greater trucking market. 

“My research in the Netherlands has revealed that 80% of trucks – even the really big rigs, the semis – travel 750 kilometers per day at the very most, and many cover far shorter distances. That’s because if you want to cover more kilometers, things become very expensive very quickly, because you have to pay overtime, etcetera. So, in general, you can’t make a driver do more than 750 kilometers per day. Therefore, this is the range you have to hit with about 80 percent of trucks. 

Tesla’s matte black Semi prototype makes a rare appearance at the Kettleman City Supercharger. (Photo: James Douma)

“Additionally, almost all trucks return to base at the end of the day – which creates ideal conditions for charging. We still have this romantic idea that truckers are on the road for weeks on end, away from home. But this scenario has become relatively rare. Most truckers simply move stuff from Rotterdam port to Venlo, halfway to Germany’s Ruhr area, to take an example from home… Many truckers do this sort of trip a couple of times per day, and then return home. So, you can charge the vehicle overnight at a default location. This means you don’t have a chicken and egg problem – you can arrange for the infrastructure and for the truck at the same time,” the EV expert remarked. 

Interestingly enough, Elon Musk has recently remarked that Tesla is looking to release the Semi with a range that falls well within Hoekstra’s numbers. While speaking at the European Battery Conference, Musk stated that he believes it is feasible to achieve 800 kilometers of range for the Semi quite easily, and he also sees a path, over time at least, for the Class 8 truck to achieve an even more impressive 1,000 kilometers per charge. Such numbers can go a long way towards shifting the market’s perception of all-electric long-haulers and their limitations. Hoekstra, for his part, noted that such a scenario has already happened before with the original Tesla Roadster. 

The Tesla Semi visits Yandell Truckaway. (Credit: Arash Malek)

“I do remember that in the car market, things really changed when the Roadster hit the market. That really changed the conversation. It changed the whole perception of electric vehicles. The conventional wisdom back then was that you can only use them on short distances in the city. And suddenly this car appeared, and everything was possible.

“Within the next couple of years, we’ll see the first Tesla semi-trucks on the road. This will have a similarly huge impact on the conversation about electric trucks. You can just point to it and say: “Look, it’s moving there, and it is doing 800 kilometers.” Suddenly, all those people who say ‘it cannot be done’ within truck companies will hear their boss replying: ‘Well, our competitor can do it – so you will have to do it, too.’” Hoekstra said. 

What’s quite remarkable is that this is not even the most exciting part of the Semi’s butterfly effect on the trucking sector. If the Tesla Semi finds solid footing in the trucking market in the same way the Model 3 found a good niche among premium midsize sedan buyers, a “Tesla Effect” of sorts could happen on the trucking market. This could come in the form of other battery-electric trucks being developed for the long-haul market. This should, in turn, result in a massive innovation push from several truck makers, similar to what is happening now with companies like Tesla, Lucid, Rivian, and veterans like Ford and GM in the consumer EV segment. 

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla’s Cybercab fleet jumped 8x in a month, with Dallas up next

Tesla confirms its first official Cybercab fleet number as Austin scales fast and Dallas looms.

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Tesla says more than 300 Cybercabs are now serving Austin, the first time the company has put an official number on its active Cybercab fleet. The figure came from the Robotaxi account on X on Saturday, which wrote that one month after launch the service had “scaled to 300+ Cybercabs serving Austin – an 8x increase in 30 days.”

Ashok Elluswamy, Tesla’s head of AI software, quoted the post with a line that carried the bigger news. “Two years since the 10/10 Cybercab WeRobot event, the cabs are everywhere in Austin now. Dallas soon,” he wrote. It is the first time Tesla has named the next city for public Cybercab rides.

Tesla opened Cybercab rides to the public in Austin on September 4, as Teslarati reported, a day after an invite only launch event. The ramp since then has been steep. Our September 28 report had the fleet at well over 100 units after availability jumped from 58 to 125 in a single week. On Thursday, Tesla added 150 Cybercabs to the Texas automated vehicle registry, lifting its registered count to 319 from 169. The first seven appeared on the registry on August 31.

RobotaxiTracker, a community site that counts vehicles from sightings and state records, listed 275 vehicles in unsupervised service in Austin on Saturday, 105 of them Cybercabs, which is well below Tesla’s figure. Tracker counts can lag official numbers, though Sawyer Merritt noted that Cybercab wait times in Austin stayed short on Saturday evening even with more than 2,000 fans in town for X Takeover.

Regulators are watching the rollout. NHTSA opened an audit query into Tesla’s certification that the Cybercab meets federal safety standards, and sworn answers are due October 30. Tesla reports third quarter earnings on October 21, which gives the company a natural venue to define its fleet numbers and put a date on Dallas.

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Elon Musk roasts India’s billionaire Mukesh Ambani as Starlink fight heats up

Elon Musk sarcastically calls Mukesh Ambani ‘Prime Minister’ as the Starlink India standoff escalates again.

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Elon Musk escalated his public fight over Starlink’s launch in India on Friday, addressing Reliance chairman Mukesh Ambani as “Prime Minister Ambani” in a sarcastic post on X. “Please accept my humble apologies for not realizing that you are the real boss of India,” Musk wrote, before accusing Ambani of “monopolistic exploitation” and asking whether he would “consider allowing Starlink to compete.” In follow up posts, he said Starlink has proven essential during natural disasters and would help parts of India with no internet access.

The post came two days into a fight that Musk sparked up on Wednesday, when he said Starlink was “being blocked by certain oligarchs in order to maintain their monopolistic chokehold on the Indian people.” He called it “a crime against the people of India” and left the names out, adding only, “You can guess who they are.” Jio and Airtel together hold more than 80% of India’s telecom market. On Thursday, Musk asked whether Ambani is “the real boss of India” and said Starlink has spent five years complying with “every single law and requirement” of the Indian government.

India’s government has pushed back each time. The Ministry of Communications called the suggestion that its framework is unfair or discriminatory “baseless and misconceived.” Communications Minister Jyotiraditya Scindia said Friday that three companies hold satcom licenses: Starlink, Jio Satellite Communications, and Bharti backed Eutelsat OneWeb. Amazon’s Kuiper, now Amazon Leo, is still going through the process. None can launch until regulators finalize satellite spectrum pricing and the Home Ministry signs off on each company’s security compliance. Scindia said the telecom regulator and the Department of Telecommunications are close to a decision on pricing, The Hindu reported. Bharti chairman Sunil Mittal also said OneWeb is still waiting on approvals.

Starlink received its operator license in 2025 after a three year wait, and the space regulator IN-SPACe granted what industry executives called the last approval needed in July. The holdup since then centers on security, particularly concern that foreign operators could bypass Indian gateways.

Musk and Ambani have been on opposite sides of this before. In late 2024, Ambani argued for auctioning satellite spectrum, which Musk criticized as out of step with the rest of the world, and India chose administrative allocation instead. By March 2025, the two sides had signed a deal to sell Starlink devices in Reliance stores, and Starlink secured its telecom license that June. That partner is now also a competitor. Jio is reportedly weighing a constellation of 1,600 to 1,650 satellites costing an estimated $10 billion to $15 billion, while Akash Ambani has told shareholders Jio plans to lease capacity from global providers to move quickly.

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Elon Musk’s surprise addition to the X Takeover lineup has fans talking

Elon Musk will join Saturday’s X Takeover at Giga Texas for a live virtual interview.

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Credit: Tesla Owners Silicon Valley
Credit: Tesla Owners Silicon Valley

Elon Musk will join X Takeover at Giga Texas on Saturday for a live virtual interview, according to Sawyer Merritt, who shared the news late Thursday. Musk will not be on stage in Austin. The conversation is set to stream for free on the @teslaownersSV account on X.

Organizers had kept expectations in check. In a September update, Tesla Owners Silicon Valley said Musk had appeared at the event twice before but was not promising a third appearance, even as fans hoped he would walk the Giga Texas grounds in person. A virtual spot matches 2024, when Musk gave a surprise interview of about an hour to the crowd in San Luis Obispo, as Teslarati reported at the time.

This year’s edition is a first in several ways. It is the first X Takeover held outside California and the first at a Tesla facility, with tickets selling out in eight days. Tesla provides the venue, but the event is produced independently by Tesla Owners Silicon Valley. The main event runs from 10 a.m. to 6 p.m. CT, followed by a drone and light show at 9 p.m. Maye Musk is the keynote speaker, Franz von Holzhausen is set for a virtual keynote, and Nicki Minaj is the special guest. Joe Tegtmeyer, whose drone footage Teslarati used to track the Optimus factory steel frame at Giga Texas, is also on the speaker list.

Musk’s interview topics have not been revealed, but the backdrop is busy. Tesla doubled its Cybercab fleet in Austin in late September, and last week Musk explained why Robotaxi hours only moved from 10 p.m. to 11 p.m.. Merritt also reported Thursday that Texas DMV records now show 319 registered Cybercabs, up from 169. NHTSA’s deadline for Tesla’s sworn answers on Cybercab certification is October 30, and Tesla reports third quarter earnings on October 21.

Fans who cannot make it to Austin can watch the livestream on X. Musk tends to say more in unscripted settings than he does in prepared remarks, which is the reason this one is worth having open on Saturday.

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