Connect with us

News

Tesla Semi first deliveries gets pushed back

The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)

Published

on

Tesla is pushing back the first deliveries of its all-electric Semi truck to 2021.

The updated timing follows a communication to Tesla Semi customers from early January, outlining the company’s plans for limited production of the Semi in the second half of 2020. “We are on track to produce limited volumes of the Tesla Semi in the second half of 2020,” the email from Tesla’s Truck Team said.

While the production timing may still be accurate and the Semi could still be produced in the latter portion of 2020, the company will not be delivering the Semi until next year.

Speculation suggests that Tesla may have been forced to delay the initial delivery period of the Semi due to the closures at the company’s U.S. production facilities. The Semi was set to be produced at the Fremont factory and make its way to reservation holders in late 202o.

Advertisement

As evident in Wednesday’s release of Tesla’s Q1 earnings report, the company will remain focused on the production of the Model Y from its Fremont factory and Model 3 in Shanghai. While Tesla plans to ramp up the production of both the sedan and crossover, the Semi will be pushed back as the company plans to recover from the shutdowns that took place due to the COVID-19 pandemic.

“Lastly, we are shifting our first Tesla Semi deliveries to 2021,” indicates Tesla in its Update Letter to shareholders.

Advertisement

The Tesla Semi has been pre-ordered by several large companies including Frito Lay, FedEx, Walmart, Anheuser-Busch, and Pepsi, all of whom contributed to nearly 2,000 pre-orders Tesla had received for the truck within the first two years of availability.

The Semi was first unveiled to the public in November 2017 at an unveiling event. Musk had envisioned a Tesla Semi since 2016 when he detailed the vehicle in the Master Plan, Part Deux. “We believe the Tesla Semi will deliver a substantial reduction in the cost of cargo transport while increasing safety and making it really fun to operate,” Musk said.

The Semi will be equipped with Autopilot as a standard feature, allowing for semi-autonomous highway driving.

Tesla has also started to develop liquid-cooled Megachargers that will hold the responsibility of supplying the Semi with power. The chargers are designed to give the Semi 400 miles of range in only a half an hour, making them an efficient way to charge the massive truck. The Semi’s two variants are capable of 300 and 500 miles of all-electric range.

Advertisement

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

Advertisement
Comments

Elon Musk

Tesla Supercharger for Business exposes jaw-dropping ROI gap between best and worst locations

Tesla’s new Supercharger for Business calculator reveals an eye-opening all-in cost and location-based ROI projections.

Published

on

By

tesla v4 supercharger

Tesla has launched an online calculator for its Supercharger for Business program, giving property owners their first transparent look at what it really costs to install Superchargers on site and what kind of return they can expect.

The program itself launched in September 2025, allowing businesses to purchase and operate Supercharger hardware on their own property while Tesla handles installation, maintenance, software, and 24/7 driver support. As Teslarati reported at launch, hosts also get their logo placed on the chargers and their location integrated into Tesla’s in-car navigation, meaning drivers are actively routed there. The stalls are open to all EVs, not just Teslas.


The new online calculator, announced by Tesla on Wednesday with the note that “simplicity and transparency” have been a problem in the industry, lets any business enter a U.S. address and get a real cost and revenue model. A standard 8-stall V4 Supercharger site runs approximately $500,000 in hardware and $55,000 per post for installation, bringing an all-in price just shy of $1 million. Tesla charges a flat $0.10 per kWh fee to cover software, billing, and network operations. Businesses set their own retail price and keep the margin above that fee.

Tesla expands its branded ‘For Business’ Superchargers

 

Taking a look at Tesla’s Supercharger for Business online calculator, we can see that ROI is not uniform, and the gap between a strong location and a poor one can stretch the breakeven point by several years.

Advertisement

The biggest driver is foot traffic and how long people stay. A busy rest station, hotel, or outlet mall brings in repeat visitors who need to charge while they’re already stopped, pushing utilization numbers higher and shortening payback time.

Tesla Supercharger for Business ROI calculator

Tesla Supercharger for Business ROI calculator

Local electricity rates matter just as much on the cost side. Markets like California carry some of the highest commercial electricity rates in the country, which eats into the margin between what a host pays per kWh and what they charge drivers. At the same time, dense urban areas with high EV adoption tend to support higher retail charging prices, which can offset that cost if demand is strong enough. Weather also plays a role. Cold climates reduce battery efficiency and increase charging frequency, but they can also suppress utilization in winter months if drivers avoid stopping in exposed outdoor locations. Suburban and rural sites face a different problem: lower baseline EV traffic, which means a site with cheaper power and lower operating costs can still take longer to pay back simply because the stalls sit idle more often. Tesla’s calculator uses real fleet data to pre-fill utilization estimates by ZIP code, so businesses can run their specific address against these variables rather than relying on averages.

The program has seen real adoption. Wawa, already the largest host of Tesla Superchargers with over 2,100 stalls across 223 locations, opened its first fully owned and branded site in Alachua, Florida earlier this year. Francis Energy of Oklahoma and the city of Alpharetta, Georgia have also deployed branded stations through the program, as Teslarati covered in January.

Tesla now exceeds 80,000 Supercharger stalls worldwide, and the calculator makes the economic case for accelerating that number through private investment rather than company-owned sites alone.

Advertisement
Continue Reading

News

Elon Musk drops a bomb regarding Tesla Model S, X inventory

After more than a decade on the road, the original flagship sedan and SUV platforms are effectively at the end of the line. Production of new Model S and Model X vehicles has ceased, and custom orders were quietly halted in early April. What remains are roughly a few hundred factory inventory units scattered across the globe, mostly Plaid variants, and they are disappearing fast.

Published

on

lon Musk at the Tesla Model S production launch at the Fremont factory, June 2012. Photo shared by Musk on X, March 2026.
lon Musk at the Tesla Model S production launch at the Fremont factory, June 2012. Photo shared by Musk on X, March 2026.

Elon Musk just dropped a bomb regarding Tesla Model S and X inventory, and as the company is phasing out the flagship vehicles, it sounds like the time to purchase one brand new is almost over.

Musk confirmed on Wednesday that there are “only a few hundred Tesla Model S & X cars left in inventory. Order now if you want one.”

Tesla is running out of units rather quickly.

The message from Musk reads like a final call for two of the company’s most storied vehicles.

Advertisement

After more than a decade on the road, the original flagship sedan and SUV platforms are effectively at the end of the line. Production of new Model S and Model X vehicles has ceased, and custom orders were quietly halted in early April. What remains are roughly a few hundred factory inventory units scattered across the globe, mostly Plaid variants, and they are disappearing fast.

The news marks the close of a remarkable 14-year chapter. Launched in 2012, the Model S redefined the electric vehicle with blistering acceleration, over-the-air updates, and a luxury interior that embarrassed traditional sedans.

Advertisement

The Model X followed in 2015, turning heads with its Falcon-wing doors and seating for seven.

Together, the Model S and Model X proved EVs could be desirable halo cars, not just eco-friendly commuters. Their departure clears factory space at Tesla’s Fremont plant for something the mass production of the Optimus humanoid robot, which Musk believes will be the greatest contributor to the company’s value.

Musk has repeatedly signaled that Tesla’s future lies beyond passenger cars. Resources once devoted to low-volume flagships are shifting toward autonomy, Robotaxis, and AI hardware. Optimus, the company’s general-purpose robot, is expected to handle manufacturing, household chores, and eventually complex labor.

In the short term, the scarcity has already driven prices on remaining inventory up by about $15,000, turning the last Model S and X into instant collector’s items.

Advertisement

Tesla uses Model S and X ‘sentimental’ value to enforce massive pricing move

 

The announcement underscores Tesla’s relentless pivot. While the Model Y continues to hold strong sales, the legacy S and X represented an earlier era of pure performance luxury.

The future has been paved by Tesla and Musk’s focus on autonomy, at least in the United States. Customers continue to call for a large SUV, which might be on the way after a recent nudge from Musk on X. 

Advertisement

However, whatever the future holds, it has been forged by Tesla’s two flagship vehicles.

Once these final cars are gone, the Model S and Model X will live on only in driveways, forums, and the rear-view mirror of automotive history.

Continue Reading

News

Tesla Cybercab production ignites with 60 units spotted at Giga Texas

Designed exclusively for unsupervised Full Self-Driving, the Cybercab promises to deliver safe, affordable, on-demand mobility without human drivers. Early units with temporary controls allow engineers to refine hardware and software in controlled settings before full autonomous fleets hit the roads.

Published

on

Credit: Joe Tegtmeyer

Tesla Cybercab production at Giga Texas seems to have ignited, as 60 units were spotted outside of the production facility on Wednesday, with speculation hinting the all-electric ride-hailing vehicle could be headed to the lineup sooner rather than later.

Interestingly, they were also spotted with steering wheels, which Tesla said the car would be void of.

Giga Texas observer and drone operator Joe Tegtmeyer shared on X a new post that revealed approximately 60 Cybercabs parked in two organized groups in the factory’s outbound lot—the largest concentration observed to date.

Tegtmeyer noted white seats inside several vehicles and clearly visible steering wheels on most. These are not yet the final steering-wheel-free production versions unveiled in 2024, but early units are likely undergoing validation testing for new features and real-world robotaxi operations across the country.

The timing could not be more symbolic. Tesla has consistently affirmed that mass manufacturing of the Cybercab would begin this month.

Advertisement

CEO Elon Musk has reiterated the April 2026 target multiple times, emphasizing that while initial output will be slow, following the classic S-curve of new-vehicle ramps, the Giga Texas line is being prepared to produce hundreds of units per week.

Tesla CEO Elon Musk outlines expectations for Cybercab production

The first Cybercab already rolled off the line in February, but April marks the official shift to volume production of this purpose-built, pedal- and steering-wheel-free autonomous vehicle.

These 60 Cybercabs signal far more than parked prototypes. They represent tangible proof that Tesla is executing on its ambitious robotaxi roadmap.

Advertisement

Designed exclusively for unsupervised Full Self-Driving, the Cybercab promises to deliver safe, affordable, on-demand mobility without human drivers. Early units with temporary controls allow engineers to refine hardware and software in controlled settings before full autonomous fleets hit the roads.

As production scales, Giga Texas, already home to Cybertruck production, will become the epicenter of Tesla’s autonomous revolution, targeting millions of vehicles annually in the years ahead.

For Tesla and its investors, this sighting underscores manufacturing excellence and timeline discipline. It counters skepticism about the company’s ability to deliver on next-generation vehicles amid a competitive autonomous landscape.

Broader implications are profound: lower transportation costs, reduced emissions, and safer roads as robotaxis proliferate. Musk’s vision of a future where Cybercabs operate 24/7, generating revenue for owners and riders alike, is now visibly underway.

Advertisement

With mass production officially ramping in April, today’s images are not just a snapshot of parked vehicles; they are the first frames of a mobility transformation. Tesla is not only meeting its commitments; it is accelerating toward an era where autonomy reshapes daily life. The Cybercab era has begun.

Continue Reading