News
Tesla Semi, all-electric trucks get scathing criticism from auto tech expert
The Tesla Semi might be receiving a lot of interest from companies and the electric vehicle community as a whole, but an automotive technology expert from Germany is not that impressed. In a statement, Chair of Automotive Engineering at the Technical University of Munich Markus Lienkamp criticized all-electric trucks like the Tesla Semi, stating that such vehicles are pretty much pointless in the economic and ecological sense.
“The battery for a Tesla Semi must have a capacity of about 1000 kWh, per 100 kilometers about 130 kilowatt-hours. This is technically not easily feasible and it’s also pointless both economically and ecologically,” he said.
Lienkamp’s scathing criticism comes on the heels of a study from Transport and Environment, a consortium of European environmental organizations that conducted a study comparing the energy consumption and environmental costs of conventional diesel trucks and their all-electric counterparts. Two diesel trucks were used for the study: one with an average consumption of 33 liters per 100 kilometers (around 7 mpg) and a more aerodynamic truck with a consumption of 22 liters per 100 km (10.69 mpg).
The results of Transport and Environment’s study found that diesel trucks consume between 2.2-3.3 kilowatt-hours per kilometer, far above the consumption of an average electric truck, which requires 1.44 kWh per km. Electric vehicles that are designed from the ground up for maximum efficiency such as the Tesla Semi require just 1.15 kWh per km. The study’s authors concluded that overall, using all-electric trucks reduces energy consumption by a factor of 1.5-2.9.
All-electric trucks surpass diesel trucks in terms of efficiency as well. The study revealed that a diesel truck engine has an efficiency of 20-45% on long-haul routes and a measly 10% in city traffic. In comparison, electric trucks have a 90% efficiency for long routes and 75% in urban traffic. Lienkamp is not convinced, arguing that the source of the electricity used by vehicles like the Tesla Semi affects efficiency.
“The efficiency of the electricity mix used for the truck battery is important. If the energy comes from a gas-fired power plant, for example, the overall efficiency quickly drops back to 40%. If, on the other hand, 80% to 90% of the electricity comes from renewable sources, as planned in the EU for 2040, long-distance trucks would be attractive from an ecological point of view,” he said.
The authors of the study maintained that electric trucks are cheaper to repair and maintain simply because they have fewer moving parts. Even brakes will rarely need replacing, thanks to systems like regenerative braking. While these are compelling advantages, Lienkamp stated that “for distances of 500 kilometers and beyond, battery-powered trucks simply won’t make any economic sense until 2030,” adding “with electric vehicles, the cost of trying to reduce CO2 levels is simply too high.”
It should be noted that the Tesla Semi, at least in its upcoming iteration, is not designed to enter the long-haul market that is dominated by trucks that can go over 1,000 miles in one full tank. Rather, the Tesla Semi is designed to compete in short-range routes that range from 300-500 miles. From this perspective, it becomes difficult to argue against the Tesla Semi.
The Tesla Semi is a Class 8 truck, and with its four Model 3-derived electric motors, the all-electric long-hauler is capable of sprinting from 0-60 mph in just 5 seconds without a trailer. With a full load, the Semi can reach highway speeds in 20 seconds, far quicker than conventional diesel trucks. The Tesla Semi is currently undergoing real-world tests, in preparation for its production, which is expected to start either this year or sometime in 2020.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
