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Tesla Semi competition with 140 kWh battery emerges before reveal event, Tesla co-founder weighs in

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Less than a month away from the Tesla Semi reveal event, competitors are emerging to challenge the Elon Musk-led company on its first foray into the commercial trucking sector. After witnessing Tesla’s wildly successful entrance into the passenger vehicle space, existing players in the trucking industry have already realized the potential disruption Tesla could bring in their own backyard.

Just yesterday, Cummins, a massive $27 billion truck manufacturer, announced they have built an electric truck that they plan to mass produce in the next two years. The electric truck carries a 140 kWh battery pack and fast-charging technology. The 140 kWh pack will allow the vehicle to travel up to 100 miles on a single charge and capable of recharging to full capacity in approximately one hour. Cummins also plans to include a range extender to raise the overall range to 300 miles. Similar to Tesla who recently announced that their all-electric truck will have between 200 to 300 miles of range, Cummins is mainly targeting short-haul trucking needs.

Tesla CEO Elon Musk first shared his plans in July 2016 when he announced the company’s plans to shake the trucking industry to its roots. And it was revealed earlier this month that Tesla has begun testing “platooning” technology to increase battery range. Platooning would allow the trucks to drive autonomously and close together to reduce aerodynamic drag.

(Graphics: NextBigThing)

But in order for platooning to work effectively, the trucks must be able to safely navigate the dense interstates in close proximity, with little to no risk towards other vehicles. Like most things, that is easier said than done. To understand the feasibility of platooning and electric heavy duty trucks, we spoke to one of the leaders in the industry, Wrightspeed.

Ian Wright, Founder and CEO of Wrightspeed Inc. (Photo: Summer Wilson/Trucks.com)

If Wrightspeed sounds familiar, its probably because you’ve heard of its founder, Ian Wright. Ian was one of the co-founders of Tesla in 2003 and left the company in 2005 to pursue the commercial vehicle industry. Since then, Wrightspeed has designed and manufactured several different hybrid electric powertrains for buses, garbage trucks, and delivery vehicles.

Forget Platooning, Road-Trains are Coming

Here’s what Ian Wright had to say about Platooning and how he plans to tackle this issue.

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“Why don’t you pull two of three trailers with one tractor, that would be a lot more efficient than platooning.” – Ian Wright, CEO and Founder of Wrightspeed.

While Wrightspeed isn’t ready to start producing a powertrain for a hybrid electric truck, they are looking at the market seriously. The company believes that in order to maximize savings for trucking operators, their still needs to be a range extender in trucks, at least until batteries are more dense. You can listen to the full interview with Ian Wright in Episode 2 on September 13th on the NextMobility podcast.

The first episode premieres next Wednesday.

To stay on top of the latest developments in AI and autonomous technology, with special guests from industry experts, be sure to subscribe to the NextMobility podcast available on iTunes.

 

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Christian Prenzler is currently the VP of Business Development at Teslarati, leading strategic partnerships, content development, email newsletters, and subscription programs. Additionally, Christian thoroughly enjoys investigating pivotal moments in the emerging mobility sector and sharing these stories with Teslarati's readers. He has been closely following and writing on Tesla and disruptive technology for over seven years. You can contact Christian here: christian@teslarati.com

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Tesla Robotaxi fleet reaches new milestone that should expel common complaint

There have been many complaints in the eight months that the Robotaxi program has been active about ride availability, with many stating that they have been confronted with excessive wait times for a ride, as the fleet was very small at the beginning of its operation.

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Credit: Tesla

Tesla Robotaxi is active in both the Bay Area of California and Austin, Texas, and the fleet has reached a new milestone that should expel a common complaint: lack of availability.

It has now been confirmed by Robotaxi Tracker that the fleet of Tesla’s ride-sharing vehicles has reached 200, with 158 of those being available in the Bay Area and 42 more in Austin. Despite the program first launching in Texas, the company has more vehicles available in California.

The California area of operation is much larger than it is in Texas, and the vehicle fleet is larger because Tesla operates it differently; Safety Monitors sit in the driver’s seat in California while FSD navigates. In Texas, Safety Monitors sit in the passenger’s seat, but will switch seats when routing takes them on the highway.

Tesla has also started testing rides without any Safety Monitors internally.

Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing

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This new milestone confronts a common complaint of Robotaxi riders in Austin and the Bay, which is vehicle availability.

There have been many complaints in the eight months that the Robotaxi program has been active about ride availability, with many stating that they have been confronted with excessive wait times for a ride, as the fleet was very small at the beginning of its operation.

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With that being said, there have been some who have said wait times have improved significantly, especially in the Bay, where the fleet is much larger.

Tesla’s approach to the Robotaxi fleet has been to prioritize safety while also gathering its footing as a ride-hailing platform.

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Of course, there have been and still will be growing pains, but overall, things have gone smoothly, as there have been no major incidents that would derail the company’s ability to continue developing an effective mode of transportation for people in various cities in the U.S.

Tesla plans to expand Robotaxi to more cities this year, including Miami, Las Vegas, and Houston, among several others.

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Tesla announces closure date on widely controversial Full Self-Driving program

Tesla has said that it will officially bring closure to its free Full Self-Driving transfer program on March 31, 2026, giving owners until the end of the quarter to move their driving suite to another vehicle with no additional cost.

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Credit: Tesla

Tesla has officially announced a closure date for a widely controversial Full Self-Driving program, which has been among the most discussed pieces of the driving suite for years.

The move comes just after the company confirmed it would no longer offer the option to purchase the suite outright, instead opting for a subscription-based platform that will be available in mid-February.

Tesla has said that it will officially bring closure to its free Full Self-Driving transfer program on March 31, 2026, giving owners until the end of the quarter to move their driving suite to another vehicle with no additional cost.

After that date, Tesla owners who purchased the FSD suite outright will have to adopt the exclusive subscription-only program, which will be the only option available after February 14.

CEO Elon Musk announced earlier this month that Tesla would be ending the option to purchase Full Self-Driving outright, but the reasoning for this decision is unknown.

However, there has been a lot of speculation that Tesla could offer a new tiered program, which would potentially lower the price of the suite and increase the take rate.

Tesla is shifting FSD to a subscription-only model, confirms Elon Musk

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Others have mentioned something like a pay-per-mile platform that would charge drivers based on usage, which seems to be advantageous for those who still love to drive their cars but enjoy using FSD for longer trips, as it can take the stress out of driving.

Moving forward, Tesla seems to be taking any strategy it can to increase the number of owners who utilize FSD, especially as it is explicitly mentioned in Musk’s new compensation package, which was approved last year.

Musk is responsible for getting at least 10 million active Full Self-Driving subscriptions in one tranche, while another would require the company to deliver 20 million vehicles cumulatively.

The current FSD take rate is somewhere around 12 percent, as the company revealed during the Q3 2025 Earnings Call. Tesla needs to bump this up considerably, and the move to rid itself of the outright purchase option seems to be a move to get things going in the right direction.

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Tesla Model Y leads South Korea’s EV growth in 2025

Data from the Korea Automobile and Mobility Industry Association showed that the Tesla Model Y emerged as one of the segment’s single biggest growth drivers.

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Credit: Tesla Malaysia/X

South Korea’s electric vehicle market saw a notable rise in 2025, with registrations rising more than 50% and EV penetration surpassing 10% for the first time. 

Data from the Korea Automobile and Mobility Industry Association showed that the Tesla Model Y, which is imported from Gigafactory Shanghai, emerged as one of the segment’s single biggest growth drivers, as noted in a report from IT Home News.

As per the Korea Automobile and Mobility Industry Association’s (KAMA) 2025 Korea Domestic Electric Vehicle Market Settlement report, South Korea registered 220,177 new electric vehicles in 2025, a 50.1% year-over-year increase. EV penetration also reached 13.1% in the country, entering double digits for the first time. 

The Tesla Model Y played a central role in the market’s growth. The Model Y alone sold 50,397 units during the year, capturing 26.6% of South Korea’s pure electric passenger vehicle market. Sales of the Giga Shanghai-built Model Y increased 169.2% compared with 2024, driven largely by strong demand for the all-electric crossover’s revamped version.

Manufacturer performance reflected a tightly contested market. Kia led with 60,609 EV sales, followed closely by Tesla at 59,893 units and Hyundai at 55,461 units. Together, the three brands accounted for nearly 80% of the country’s total EV sales, forming what KAMA described as a three-way competitive market.

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Imported EVs gained ground in South Korea in 2025, reaching a market share of 42.8%, while the share of domestically produced EVs declined from 75% in 2022 to 57.2% last year. Sales of China-made EVs more than doubled year over year to 74,728 units, supported in no small part by Tesla and its Model Y.

Elon Musk, for his part, has praised South Korean customers and their embrace of the electric vehicler maker. In a reply on X to a user who noted that South Koreans are fond of FSD, Musk stated that, “Koreans are often a step ahead in appreciating new technology.”

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