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Tesla Semi will face stiff competition from Mercedes-Benz in electric truck movement

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While Tesla Semi “leaks” and spy footage continue to emerge and drive up interest in Elon Musk’s upcoming, all-electric truck, other companies that already have a long history in the transportation industry have been plugging away at making electric trucks, including on-road test models and, in some cases, production models that are already being built and sold.

Chief among those competitors is Daimler, who has already put some electric trucks into production and has plans for many more. Daimler is also the world’s most prolific commercial truck maker with operations around the globe with brands such as FUSO, Freightliner, and Mercedes-Benz leading many markets for commercial vehicle sales.

Martin Daum, head of Daimler trucks, made comments about the Tesla Semi at a recent event in Germany. He questioned the bold plans by Tesla to roll out electric trucks by 2019 and on the claims made for the truck. We can get to the claims in another analysis, one of which (involving batteries and range) is extremely important. The point here is that Daum, when confronted with the possibility of competition from Tesla, had a ready answer and pointed rebuttals. Which means he and his company are well aware of the Tesla Semi and its possibilities.

That said, the event in question was where Daimler unveiled two new versions of its large Actro truck, both dubbed the e-Actro, as battery-electric options for the big freight hauler. Aimed for the European market, the 18 ton model and 26 ton model will enter on-road trials shortly. The Mercedes-Benz e-Actro models will be used by a German supermarket and parcel delivery service on distribution routes in Germany.

aThese will be the fourth model of electric commercial truck that Daimler has fielded. Electric versions of the Mercedes-Benz Metris and Sprinter vans will be on European roads later this year, filling both the light-duty and medium-duty needs of small van and panel van customers. More telling, though, is the already-in-production FUSO Canter trucks that have been electrified after three years of on-road testing in various markets. The eCanter is aimed towards inner city deliveries and distribution with incremental range increases planned over the coming years. About 500 units of the electric Canter will be delivered in the next year. The FUSO Canter is the world’s best-selling commercial truck and Daimler is capitalizing on that popularity with the electric option.

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When the Tesla Semi debuts as a production vehicle, it’s likely that the Mercedes-Benz e-Actro models will also be nearing or in production after having been field tested by numerous potential customers in both a 2- and 3-axle configurations.

We’ve discussed how the Tesla Semi will definitely change the trucking industry, even if the Semi never comes to fruition as a main contender on the open market. The transport industry is in for a serious sea of change in the coming years and ideas like the Tesla Semi are some of what will make up that push.

Aaron Turpen is a freelance writer based in Wyoming, USA. He writes about a large number of subjects, many of which are in the transportation and automotive arenas. Aaron is a recognized automotive journalist, with a background in commercial trucking and automotive repair. He is a member of the Rocky Mountain Automotive Press (RMAP) and Aaron’s work has appeared on many websites, in print, and on local and national radio broadcasts including NPR’s All Things Considered and on Carfax.com.

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Elon Musk

Elon Musk handed Grok something no other AI company can get their hands on

Elon Musk says SpaceX will feed engineering data into Grok’s next model, avoiding restricted material.

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Artistic concept rendering of SpaceX data being incorporated into a Grok AI model

Elon Musk said Tuesday that SpaceX will feed its internal engineering data into the next major training run for Grok, the AI model now folded into SpaceX following February’s merger. In a post on X, Musk wrote that SpaceX’s “massive corpus of world-class engineering data,” excluding anything restricted under U.S. arms export law, will be added during supplemental training of what he called the “2T run,” a reference to a roughly two trillion parameter model that would nearly double the parameters behind the latest Grok 4.5 that’s rolling out.

The excluded material that Musk is referring to would fall under the International Traffic in Arms Regulations (ITAR), which restricts export of technical data tied to defense and space hardware. That likely rules out propulsion specifics for Merlin and Raptor engines along with guidance and control details for SpaceX’s launch vehicles, but leaves manufacturing knowledge, materials science, and Starlink hardware design on the table.

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The announcement extends a pattern that has been building since SpaceX’s Nasdaq debut in June, when the company went public with Grok and xAI’s Colossus supercomputer folded into the pitch to investors.

Days after that listing, SpaceX closed its $60 billion all stock acquisition of coding startup Cursor, giving xAI both enterprise software distribution and a stream of real world developer data to train on. Grok 4.5 launched July 8 running partly on that Cursor training data, with Musk describing it as roughly comparable to Anthropic’s Opus 4.7 but faster and cheaper to run.

Feeding SpaceX’s own engineering data into the next AI model follows the same logic Musk has applied across xAI’s sister companies. Tesla supplies real world driving data and manufacturing expertise, X supplies conversational data, and now SpaceX supplies aerospace engineering data built up since 2002.

Musk did not give a release date for the upcoming AI model, referred to elsewhere as Grok 4.6. He has said the two trillion parameter run is in its final training phase and expected to wrap this week.

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Elon Musk sends first warning to SpaceX short sellers

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Credit: Grok

In a pointed message on X, Elon Musk warned that firms maintaining significant short positions in SpaceX over time face “very low” survival probability.

The statement comes amid post-IPO volatility for the rocket company, now trading under the ticker $SPCX.

Five weeks after what was described as the largest IPO in history, the stock had fallen roughly 30% from its peak above $2.6 trillion, briefly surpassing Microsoft and Amazon in market value. Short sellers celebrated gains of about $8.7 billion, but Musk’s reply underscores his long-term conviction.

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The warning directly echoes a detailed bullish analysis arguing that Starship’s cost reductions could unlock a multi-trillion-dollar space economy. Projects ranging from solar power beamed from orbit and asteroid mining to orbital data centers and Mars terraforming were projected to create over $100 trillion in new market capitalization.

In this vision, SpaceX acts as the essential infrastructure provider, akin to AWS for cloud computing, capturing monopoly-like revenues from launches, crew transport, and data traffic across a rapidly expanding frontier.

This is far from the first time Musk has targeted short sellers. With Tesla, he has repeatedly framed persistent bears as destined for major losses. In July 2024, Musk declared that once Tesla achieves full autonomy and volume production of Optimus robots, “anyone still holding a short position will be obliterated. Even Gates,” referencing Microsoft co-founder Bill Gates’ reported short bets.

Elon Musk reveals what Tesla stock surge could do to Bill Gates

Earlier, in 2018, he taunted shorts that they had “about three weeks before their short position explodes,” a remark followed by sharp stock gains. Musk has also called short selling “value destroying” and once suggested it “should be illegal,” viewing it as betting against innovation and progress.

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Critics often dismiss Musk’s optimism as hype, especially when near-term metrics like quarterly deliveries or stock fluctuations disappoint.

Yet his pattern remains consistent: framing short positions against his companies as fundamentally misjudging exponential technological leaps. For SpaceX shorts, the message is clear: betting against multi-planetary ambitions and the infrastructure monopoly they enable carries existential risk for the firms involved.

As Musk and supporters see it, the space economy’s upside dwarfs Earth-bound valuation models, making today’s dips temporary in a decades-long ascent.

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SpaceX Starship Flight 13 aborted at Zero and Musk just told us what broke

Four Raptor engines failed to ignite at T-zero, forcing SpaceX to scrub Starship Flight 13 Thursday.

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SpaceX scrubbed the Starship Flight 13 launch attempt Thursday evening at the last possible moment, after four of the Super Heavy booster’s 33 Raptor 3 engines failed to ignite during the startup sequence. The 90-minute window had opened at 6:45 p.m. EDT from Starbase in Boca Chica, Texas, and the countdown had proceeded without issue all day, with more than 11.5 million pounds of liquid methane and liquid oxygen being fully loaded into the rocket before the automated abort triggered. SpaceX’s launch directors posted on X, “Standing down from today’s flight test attempt,” and shut down the livestream shortly after.

Musk confirmed the root cause within hours. “Some of the engines didn’t start, triggering an automatic launch abort,” he wrote on X. “To be confident of a good flight, 2 Raptors will be removed and replaced. Most probable launch timing is early next week.” SpaceX engineers began draining propellant tanks immediately and Booster 20 was rolled back to its hangar for inspection.

SpaceX comes with a slew of changes for Starship Flight 13

 

The timing adds a layer of significance that did not exist during any of the previous 12 Starship flights. This is the first time SpaceX has attempted to launch Starship since the company made its stock market debut in June, listing under ticker SPCX at $135 per share. Public investors are now watching every Starship outcome in real time, and a last-second abort carries more visibility than it would have six months ago.

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Flight 13 was designed to be one of the most consequential tests in the program’s history. It was set to carry 20 Starlink V3 satellites, the first operational payload Starship has ever attempted to deploy. Six of those satellites carried external cameras to photograph Starship’s heat shield from the outside during flight, which would act as a self-inspection approach SpaceX has never attempted before. The mission also needed to complete a Raptor engine relight in space, a step SpaceX skipped on Flight 12 in May after losing an engine during ascent. That Flight 12 booster also flipped 90 degrees off course during its boostback burn when five engines failed to reignite.

SpaceX has not announced an official next launch date. Musk’s “early next week” window points to July 21 or 22 at the earliest, pending the engine swap and a return to the pad.

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