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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.
“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.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a massive beat on vehicle deliveries for the second quarter, delivering 489,126 vehicles and building 451,758 cars during the three-month span.
This was a major shock for those on Wall Street as they anticipated somewhere around 400,000 deliveries for the quarter, and showed Tesla still has plenty of demand for its vehicles around the world and in the U.S. despite losing the $7,500 EV Tax Credit last year.
Tesla Q2 2026 Earnings Results
- Non-GAAP EPS – $0.33 reported vs. $0.53 expected
- Revenues – $28.236 billion reported vs. $26.4 billion expected
- Free Cash Flow- -$1.092B
- Profit -$ 4.751B
Tesla (beat/missed) analyst expectations, so the market response to the company’s quarter is what we will look for next.
Tesla shares closed today down just over 1 percent, trading at $374.01.
In the past, it has been anyone’s guess with what Tesla shares will do after they report earnings. Strong quarters have resulted in sharp drops, while lackluster quarters have seen the stock shoot up considerably.
Tesla will hold its Q2 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q2 2026 Earnings Call https://t.co/zZS6ii2TWK
— Tesla (@Tesla) July 22, 2026
Tesla is about to make parking in busy parking lots at businesses and other points of interest less stressful than ever by allowing drivers more control over where they park and how, CEO Elon Musk confirmed on X.
Tesla has been working to improve the parking performance of vehicles utilizing the Full Self-Driving suite, but now it is looking to add more customization, allowing drivers to choose the specific space they park in, but also potentially the orientation the car pulls into the spot:
It’s coming soon
— Elon Musk (@elonmusk) July 21, 2026
Musk has reiterated on X twice over the past several weeks that Tesla is working to make things with the FSD suite based more on the driver’s specific preferences and behaviors that were seen in past drives.
Essentially, it sounds like if you tend to park away from a business to avoid other vehicles, Tesla FSD will soon recognize that preference of yours and start parking further away as well. Additionally, the prospect of assigned parking spaces has been something many owners have voiced concerns about.
Living in a community with assigned parking spaces makes using FSD incredibly difficult as it will rarely park in the correct spot when there are so many to choose from. This is also pertinent in work settings where there are sometimes assigned parking spaces.
The updates to Tesla’s Full Self-Driving suite in terms of listening to driver preferences with parking are also extending to routing. Tesla announced yesterday that with the release of its 2026 Summer Update, it was adding Automatic Navigation and Preferred Routes:
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
Tesla has always maintained the idea that any human input is bad input, and that, ideally, Tesla Full Self-Driving will always make the right decision. Of course, this is all in theory, but the issue is that so many of Tesla’s interventions have come because it does something that is not necessarily wrong, but perhaps not what the driver would prefer.
Taking these preferences into account will help Tesla alleviate some of the potentially unnecessary interventions that drivers perform.
Tesla is starting to prepare for the launch of the Optimus robot in its smartphone app, new coding strings show. Elon Musk has referred to Optimus as what will be the greatest-selling product of any kind of all time, and now, Tesla is getting ready for its launch.
Tesla’s smartphone app had several first-time mentions of the Optimus program, according to Tesla App Updates, who intially reported on the appearance. Here’s what they found:
A Dedicated “Robot” Phone Key Authentication
Tesla is working on a Bluetooth Low Energy, or BLE, authentication that is specifically for robots. This does not only apply to Optimus, though, as Robotaxi, which is Tesla’s autonomous ride-hailing platform, might also identify vehicles within the fleet as robots as well.
Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Essentially, pairing your phone as a key to anything Tesla identifies as a robot to a “whitelist” of authorized devices. Optimus, Robotaxi, or other products that fall into this category will only respond if the device trying to communicate with it is authorized.
This is a great security feature that will eliminate at least face-value and low-level threats.
Home Data Collection and System Alerts
This appears to be somewhat of a neural network for Optimus within your house. There will be a dedicated screen that asks for consent to collect both video and spatial data while Optimus performs in-home tasks. Everything from vacuuming, washing dishes, dusting, and other activities will be tracked.
There will also be a comprehensive alert system that will track everything from low battery to mechanical issues.
Other Changes
Most of the changes tracked in this particular app update are related to Tesla’s 2026 Summer Update, and include things such as image assets for new features, a preview of the new custom wraps feature, and other unique features.
You can check out our coverage on what is included with the 2026 Summer Update here:
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla is about to make parking in busy lots less stressful than ever
