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Tesla Semi & Convoy Mode are a perfect fit for EU Commission’s updated mobility strategy

(Credit: teslasemi_ via Instagram)

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The Tesla Semi and its Convoy Mode feature could gain a strong foothold in Europe now that the EU Commission has released its plans to promote sustainable and smart transportation options in the region. The EU Commission released its Sustainable and Smart Mobility strategy last week.

The strategy focused on three key factors, namely sustainability, smart mobility, and resilience. It included goals for the passenger car industry, but also prominently discussed making public transportation and heavy-duty vehicles carbon neutral.

Zero-Emission Lorries and the Tesla Semi

The EU Commission plans to have at least 30 million zero-emission cars and 80,000 carbon neutral lorries, or heavy duty trucks like the Tesla Semi, in operation by 2030. It will propose a revision in CO2 standards for cars and vans in Europe by June 2021 and review carbon standards for heavy-duty vehicles by 2022. 

The EU Commission’s plans for zero-emission lorries puts the Tesla Semi in an advantageous position. Besides being carbon neutral, the Tesla Semi also aligns with the EU Parliament’s truck manufacturing law. 

(Credit: European Federation for Transport and Environment)

Last year, the EU Parliament voted for a law that required heavy-duty vehicle manufacturers to produce more aerodynamic, energy efficient trucks. Regulations in the law depicted a truck with 80-90 cm cabs and bigger windshields for a better view of the road. The European Federation for Transport and Environment released an illustration of the EU Parliament’s ideal heavy-duty vehicle design and it was very similar to the Tesla Semi. 

Between the EU Commission and EU Parliament, it seems the game has been set for Tesla. The scales seems to tip more in favor for Tesla and the Semi when the Commission’s Smart Mobility plan comes into play.

Tesla Semi’s Convoy Mode in Europe

As for Smart Mobility, the EU Commission wants to proactively create favorable conditions for the development of new technologies. The Commission even stated that it would provide “all necessary legislative tools for their [new technologies’] validation.”

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Support for autonomous vehicles is specifically mentioned in the EU Commission’s strategy, giving the Tesla Semi yet another advantage in Europe’s heavy-duty vehicle industry. Tesla’s advanced driver-assist software, Full Self-Driving, has been laid with some restrictions in Europe, but that may change in the future. 

Tesla’s autonomous software development will definitely make it to the Semi and one feature in particular could be a gamer changer in the industry–Convoy Mode. Back in 2017, when Tesla unveiled the Semi, Elon Musk shared that the company’s Class 8 truck was already capable of Convoy Mode, which would allow multiple Semis to semi-autonomously draft in close proximity with each other. Since then, Tesla’s FSD and Autopilot software have gone through vast improvements, suggesting that Convoy Mode only improved as well. 

Trucking veteran Sean Chenault was impressed by the Semi’s feature set and was particularly taken by Convoy Mode. “Having autonomous vehicles, you don’t need to pay a driver, and you don’t need to worry about hours of services,” he said. The trucking industry has been struggling with a shortage of drivers lately due mostly to safety concerns. Features like Convoy Mode have been one possible solution to solving driver shortage.

The Tesla Semi’s place in the EU Future

Chenault said the Semi was “a good thing for the trucking industry as a whole.” And it may be good for the EU Commission’s Sustainable and Smart Mobility strategy, too, specifically when it pertains to lorries. 

Tesla’s business as an all-electric car maker would definitely benefit for the EU Commission’s new strategy. Tesla has already been gaining some more ground in Europe over the years with the Tesla Model 3. Next year could be another big year for Tesla in Europe with Giga Berlin and the release of the Model Y in the region. With the Semi in the picture, Tesla could cement itself as a key player in the region’s transportation sector. 

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Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Why Elon Musk’s target date for buying an Optimus robot is harder than it sounds

Musk says China’s magnet export ban cost Optimus months, and robot hands remain shockingly hard.

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Concept rendering of Tesla Optimus in mass production

Elon Musk says China’s export curbs on magnets used in electric motors set back Tesla’s Optimus program by two to three months, and that the robot’s hands remain the hardest part of the project. He made the comments Saturday during a live interview with Tesla Owners Silicon Valley at the X Takeover event at Giga Texas, in front of roughly 2,000 attendees. The Optimus discussion begins around the 49 minute mark of the stream.

On the hands, Musk was blunt and noted that a general purpose humanoid needs fine motor skills that are “incredibly difficult to get right. Shockingly difficult,” he said in the interview. He pointed to a problem he says no one has demonstrated yet: “One of the hardest things also generally is to do precision and force at the same time,” such as driving a small self tapping screw into wood. Touch sensors add another layer, since it is “actually kind of hard to get touch sensors that elastically deform and can handle high cycle life and it won’t just break after a few thousand cycles.”

He also took aim at rival robot videos. “Any complicated looking robot demo, it’s a canned demo. It’s not real,” Musk said, adding that real AI means showing a robot something it has never seen and watching it still cope, the way FSD handles a city it has never driven.

Musk expects the Optimus ramp to be slower than a new vehicle production ramp. “The initial part of that S curve of production ramp is going to be very slow at the beginning,” Musk said, partly because “unlike cars, there’s no pre existing supply chain for robot stuff.” That echoes his July reply on X that Optimus production “will be extremely slow at first, as everything is new.”

The magnet disclosure puts a number on a problem Musk first raised in 2025. He said China “prevented the export of magnets for use in electric motors” and that it “set back the Optimus program by like two or three months.” Then he added: “We had robots with no arms.” Tesla’s fix is to bring the supply chain home. “You’ve got to be able to make all the parts domestically,” he said. Teslarati reported in April 2025 that Musk tied the issue to permanent magnets in the arm actuators, where motors have to be as small as possible.

Tesla Optimus V3 hand and arm details revealed in new patents

Production is moving regardless, with a reported internal goal of more than 1,000 a week by the end of 2026. Teslarati recently covered how Tesla is certifying supply partners in China for Optimus parts, while the company’s hand design has been the subject of new patent filings.

Musk has said he wants Optimus available to the public by late 2027, though Tesla has not confirmed that date or published updated production figures.

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Investor's Corner

Elon Musk drops a Thanksgiving hint about Starship’s biggest test yet

Elon Musk says Starship Flight 15 will try to catch the ship itself, a first.

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Elon Musk says SpaceX’s next Starship flight will try something nobody has done before, by catching the ship itself. Speaking to roughly 2,000 people at the X Takeover event at Giga Texas on Saturday, Musk said Flight 15 is about four to six weeks away and “probably launches a little bit before Thanksgiving, is my guess.”

That is a slip from earlier reporting, which had pointed to a launch as early as October 19. Musk explained why the date keeps moving. “We’re making a bunch of improvements to the rocket between every flight,” he said, adding that there are often hundreds, sometimes thousands, of small changes. This time the list is short, “but some of them take a fair bit of work and we’ve got to go inside the tank to make some of these changes.”

“We’re going to try to catch the ship, which is a super big deal,” Musk said. “If we do so, that’ll be the first time that there’s been full recovery of an orbital class rocket.” SpaceX has already caught the Super Heavy booster with the tower’s mechanical arms, and has talked about catching the ship since late 2025, but the upper stage has never been caught.

Musk also laid out what comes after. “The next big milestone would be to refly both the booster and the ship,” he said, describing a Flight 16 where “all parts of an orbital rocket are reflown.”

The reason SpaceX wants this comes down to cost and cadence. Every Starship ship so far has ended its flight in the ocean, and SpaceX expects most of those water landings to end in fireballs. A ship that returns to Starbase intact can be inspected and flown again. SpaceX’s IPO filing, says Starship V3 is designed to deliver 100 metric tons to orbit in a fully reusable configuration, that SpaceX aims to cut the cost to reach orbit by 99% or more versus the historical average, and that tower catches should allow “multiple launches per day.”

The payoff goes beyond cheaper launches. The next generation Starlink V3 satellites are too large for Falcon 9 and can only fly on Starship, which can carry up to 60 per flight. Flight 14 on September 28 deployed the first 26 of them after Starship reached orbit despite an early engine shutdown, as Teslarati reported. Musk blamed engine computer software, and said the heat shield “was extremely robust,” which he claimed in August had solved Starship’s biggest challenge.

NASA’s Moon plans depend on the same capability. NASA’s inspector general has described a lander mission that needs a propellant depot in low Earth orbit and more than 10 tanker flights, with SpaceX targeting one tanker launch every six days. That schedule only works if ships and boosters come back fast and fly again. Also, ship to ship propellant transfer has not been attempted yet.

One interesting hurdle yet to be explored is bringing the ship back to the launch site, with reentry over land, which will undoubtedly come with a lot of aviation safety reviews.

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Lifestyle

Tesla’s mirrorless Cybercab will give riders a visibility upgrade

Tesla engineer confirms Cybercab update letting riders pull up rear and repeater cameras on demand.

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Tesla Cybercab camera visibility for passengers (Credit: Dan Burkland via X)
Tesla Cybercab camera visibility for passengers (Credit: Dan Burkland via X)

Tesla is working on a Cybercab update that would let passengers pull up the vehicle’s rear and side cameras on demand, and the request came straight from a rider.

The exchange played out on X late Friday. Cybercab rider Dan Burkland shared photos of the two-seater’s cabin screen after an evening ride, praised the UI team’s work, and left one request: let riders open the rear and repeater cameras whenever they want, “especially for peace of mind.” Tesla UI software engineer Evan (@CarCoder) answered with two words: “In development.”

The idea fits a pattern Teslarati has tracked since public rides began. Days after paid Cybercab service opened in Austin, Tesla sent riders a survey that asked them to rate the touchscreen, the app and the cabin, and to pick the features they wanted most. We reported on that survey in September, and a camera view is the kind of small software change Tesla can push quickly if riders keep asking.

It also speaks to something unique about the vehicle. With no steering wheel, no pedals and no driver, passengers have no mirror to check and no way to see behind them. The hardware is clearly built for camera awareness, from the repeater cameras to the rear camera. Letting a passenger look through those same cameras would give a nervous first time rider a way to confirm what is around the car.

The timing matters because the fleet is growing fast. Tesla’s Robotaxi account said on Saturday that more than 300 Cybercabs are now serving Austin, an eightfold increase in 30 days, and Tesla AI chief Ashok Elluswamy named Dallas as the next city. More cars and more cities mean more people riding in a driverless vehicle for the first time, which is exactly when small trust features carry weight.

For now, the feature is confirmed only as in development. If Tesla follows its usual pattern with Cybercab software, riders could see it appear in a point release without any announcement, and Teslarati will watch for it.

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