Tesla is set to deliver its highly-anticipated all-electric Semi today for the first time. Will the truck live up to the hype?
Roughly two months ago, CEO Elon Musk announced Tesla would deliver the Semi to Frito Lay locations in California following the vehicle’s acquisition of an EPA Certificate of Conformity. Tesla and Musk had previously teased the ‘imminent’ arrival of the Semi for several years, but the hype of this year can only be slightly equated to the energy that Tesla and Frito Lay expressed last year: both had confirmed deliveries in December 2021, only for the trucks to never make it to their destination.
Fast forward a year, and what has changed? For starters, last year, Tesla did not earn an EPA certification for the Semi, which is required by law. The fact that Tesla finally received this certification and set up a special delivery event in Nevada can only lead Musk’s loyal believers and even skeptics to believe that the Semi is finally here, and it seems that it really is.
Excited to announce start of production of Tesla Semi Truck with deliveries to @Pepsi on Dec 1st! pic.twitter.com/gq0l73iGRW
— Elon Musk (@elonmusk) October 6, 2022
Now that the Semi is finally here, or will be in a few hours from when this article is published, the real questions begin to surface: Will it really change the trucking industry? How does the Semi match up to Class 8 EVs already on the market? How long will it take to get one?
Will it really change the trucking industry?
The Tesla Semi is no doubt a huge development in the world of EV trucking. Will it change the industry? If it can live up to its astronomical range predictions, which are rumored to be around 500 miles when pulling an 81,000-pound load, it surely can raise the bar for competitors. The currently offered EV trucks on the market from Volvo, Freightliner, and Nikola offer significantly less in terms of range on a full charge. However, many of these trucks are geared toward local or regional logistics.
The Semi is definitely different than the others. A breakdown of the Semi vs. other trucks on the market below will break it down further. Where Tesla has set itself apart from competitors is in terms of tech, and just looking at the Semi, you know it’s different from the rest. The throne is set in the center of the cabin, dual monitors will track data and analytics for performance while offering basic features like navigation. Whether it is better or not, well, we’ll have to wait for some trucking experts drive it for a while.
How does the Semi match up to Class 8 EVs already on the market?
The Volvo VNR’s highest-range trim is its 6×4 Tractor, which packs 275 miles of range when configured with its six-battery offering. It also is capable of regenerating between 5 and 15 percent of its energy through braking. It has a top speed of 68 MPH, and is an ideal fit for “Local distribution and regional transportation with planned routes and frequent stops,” especially food service delivery, Volvo said. This may be why McDonald’s Canada ordered a few.
The Freightliner eCascadia just was delivered for the first time this week, with Penske commemorating first deliveries. This truck packs a 230-mile range rating with its top-of-the-line offering. Freightliner only offers a day cab, and with the range specs, it would also be ideal for local or regional deliveries. Its 80 percent charging in 90 minutes will keep deliveries going without much of a delay.
Nikola’s Tre offers 330 miles of range, the most impressive number thus far. Nikola has ramped up production of the Tre recently to reach 75 units in Q3. Arguably the best competitor to the Tesla Semi, the Tre may not offer charging speeds as fast as the eCascadia (80 percent charge in 160 minutes), but its impressive range ratings make it more applicable for longer routes.
The Semi offers the best of all of these, along with a 500-mile range rating, according to recent tests performed by Tesla. At first glance, the Semi just seems like a market-leading version of most Class 8 EVs on the market. Tesla still leans on self-driving and autonomous trucking as where the Semi will truly set itself apart from competitors. It may be some time before truckers can let the Semi drive them between hubs.
For what it’s worth, we received several emails from readers who were skeptical of the 500-mile claim from Musk. We were asked several times whether the trip was taken on a single charge.
How long will it take to get a Tesla Semi?
Tesla Semi production could reach 100 units this year, company Chair Robyn Denholm said. Next year, Tesla wants to build 50,000.
The potential production rate of 50,000 units is nothing to bat an eye at. However, Tesla has some big plans for 2023, and they include ramping Cybertruck production at Gigafactory Texas, a potential revamp of the Model 3 in Fremont, and more production in Germany and China. The Semi will undoubtedly reach higher production rates next year, but it will be difficult to scale production of a fresh vehicle this quickly.
Battery availability also comes into question, as it was the issue that kept the Semi from being built two years ago when Musk announced volume production would kick off. Tesla is building a lot of cars and using a lot of batteries. We know Tesla isn’t using the 4680 cell for the Semi, which means the much more widely available 2170 cell will not limit the Semi’s production rate, at least not in my estimation.
How long it takes to get a Semi is purely reliant on how fast Tesla can scale production. Tesla has typically done a good job of scaling its passenger vehicles, but the Semi is a different animal.
Tesla’s Semi Delivery Event will take place this evening at Gigafactory Nevada in Reno.
Disclosure: Joey Klender is a TSLA Shareholder.
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Tesla has made two big interior changes to several Model Y vehicles in its lineup, and the changes come just as the new model year begins production.
Last year, Tesla launched the Model Y Standard, which separated the previous models into the “Premium” category. The Standard vehicles lack several features, including more premium interior materials, acoustic-lined glass, and storage.
@teslarati There are some BIG differences between the Tesla Model Y Standard and Tesla Model Y Premium #tesla #teslamodely ♬ Sia – Xeptemper
The Model Y “Premium” trims are now getting several new upgrades, which come after the company launched a seven-seat configuration of the vehicle last night in the North American market for an upcharge of $2,500.
The new Model Y seven-seat configuration did not come with just an additional row of seating; it also came with a slew of other goodies that now come standard and were previously only available on the Model Y Performance, which was launched late last year.
All Black Headliner
The new Tesla Model Y Premium trims will now come standard with a black headliner, something that many owners have been requesting for some time.
The previous grey headliner and trim within the vehicle is now gone; it will be all black on all of the Premium trims from here on out, a welcome change:
Credit: Tesla
Larger and Higher Resolution Center Touchscreen
The center touchscreen in the new Model Y Premium configuration is now larger and has a higher resolution than the previous version.
In last year’s Model Y configurations (apart from the Performance), the center touchscreen was 15.4″. Now, Tesla has decided to go with the 16″ version across all Premium trims, which is a nice step up. It was nice to see this in the Performance, but it is really great to see Tesla include this in the Model Y’s more Premium trim levels.
Tesla Model Y Seven Seater
Tesla launched the latest iteration of the seven-seater for the Model Y on Monday night. Traditionally, the Model Y seats five passengers in total, but there were calls for a more spacious version several years ago.
Tesla released it, but it was extremely tight in the back, basically reserving those back seats for only small people or children.
Credit: Tesla
The new configuration looks to be slightly more spacious in the third row, but not as much space as most would require or want. Instead,
Elon Musk
Lufthansa Group to equip Starlink on its 850-aircraft fleet
Under the collaboration, Lufthansa Group will install Starlink technology on both its existing fleet and all newly delivered aircraft, as noted by the group in a press release.
Lufthansa Group has announced a partnership with Starlink that will bring high-speed internet connectivity to every aircraft across all its carriers.
This means that aircraft across the group’s brands, from Lufthansa, SWISS, and Austrian Airlines to Brussels Airlines, would be able to enjoy high-speed internet access using the industry-leading satellite internet solution.
Starlink in-flight internet
Under the collaboration, Lufthansa Group will install Starlink technology on both its existing fleet and all newly delivered aircraft, as noted by the group in a press release.
Starlink’s low-Earth orbit satellites are expected to provide significantly higher bandwidth and lower latency than traditional in-flight Wi-Fi, which should enable streaming, online work, and other data-intensive applications for passengers during flights.
Starlink-powered internet is expected to be available on the first commercial flights as early as the second half of 2026. The rollout will continue through the decade, with the entire Lufthansa Group fleet scheduled to be fully equipped with Starlink by 2029. Once complete, no other European airline group will operate more Starlink-connected aircraft.
Free high-speed access
As part of the initiative, Lufthansa Group will offer the new high-speed internet free of charge to all status customers and Travel ID users, regardless of cabin class. Chief Commercial Officer Dieter Vranckx shared his expectations for the program.
“In our anniversary year, in which we are celebrating Lufthansa’s 100th birthday, we have decided to introduce a new high-speed internet solution from Starlink for all our airlines. The Lufthansa Group is taking the next step and setting an essential milestone for the premium travel experience of our customers.
“Connectivity on board plays an important role today, and with Starlink, we are not only investing in the best product on the market, but also in the satisfaction of our passengers,” Vranckx said.
Elon Musk
Tesla locks in Elon Musk’s top problem solver as it enters its most ambitious era
The generous equity award was disclosed by the electric vehicle maker in a recent regulatory filing.
Tesla has granted Senior Vice President of Automotive Tom Zhu more than 520,000 stock options, tying a significant portion of his compensation to the company’s long-term performance.
The generous equity award was disclosed by the electric vehicle maker in a recent regulatory filing.
Tesla secures top talent
According to a Form 4 filing with the U.S. Securities and Exchange Commission, Tom Zhu received 520,021 stock options with an exercise price of $435.80 per share. Since the award will not fully vest until March 5, 2031, Zhu must remain at Tesla for more than five years to realize the award’s full benefit.
Considering that Tesla shares are currently trading at around the $445 to $450 per share level, Zhu will really only see gains in his equity award if Tesla’s stock price sees a notable rise over the years, as noted in a Sina Finance report.
Still, even at today’s prices, Zhu’s stock award is already worth over $230 million. If Tesla reaches the market cap targets set forth in Elon Musk’s 2025 CEO Performance Award, Zhu would become a billionaire from this equity award alone.
Tesla’s problem solver
Zhu joined Tesla in April 2014 and initially led the company’s Supercharger rollout in China. Later that year, he assumed the leadership of Tesla’s China business, where he played a central role in Tesla’s localization efforts, including expanding retail and service networks, and later, overseeing the development of Gigafactory Shanghai.
Zhu’s efforts helped transform China into one of Tesla’s most important markets and production hubs. In 2023, Tesla promoted Zhu to Senior Vice President of Automotive, placing him among the company’s core global executives and expanding his influence beyond China. He has since garnered a reputation as the company’s problem solver, being tapped by Elon Musk to help ramp Giga Texas’s vehicle production.
With this in mind, Tesla’s recent filing seems to suggest that the company is locking in its top talent as it enters its newest, most ambitious era to date. As could be seen in the targets of Elon Musk’s 2025 pay package, Tesla is now aiming to be the world’s largest company by market cap, and it is aiming to achieve production levels that are unheard of. Zhu’s talents would definitely be of use in this stage of the company’s growth.
Tesla makes two big interior changes to several Model Y vehicles
Lufthansa Group to equip Starlink on its 850-aircraft fleet
