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It’s Tesla Semi Delivery Day…Will it live up to the hype?

Credit: Tesla

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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.

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.

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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.

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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.

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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.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

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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

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Elon Musk

Elon Musk announces disappointing Tesla Optimus update

In a post on X on March 31, Musk stated that Optimus 3 is mobile but requires some finishing touches before it is ready to be shown to the world. This update comes on the final day of the first quarter, a period when Tesla had previously signaled expectations for a Gen 3 reveal.

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Credit: Tesla China

Elon Musk announced a disappointing update to the unveiling of Tesla Optimus and its third-generation iteration, missing a timeline it aimed to hit in the first quarter of the year.

Musk has confirmed that the highly anticipated Optimus Gen 3 humanoid robot is already walking around and operational, yet the public unveiling will face a short delay as the company applies final refinements.

In a post on X on March 31, Musk stated that Optimus 3 is mobile but requires some finishing touches before it is ready to be shown to the world. This update comes on the final day of the first quarter, a period when Tesla had previously signaled expectations for a Gen 3 reveal.

The announcement follows reports of Optimus Gen 3 appearing at the Tesla Diner in Los Angeles, where it was observed serving and moving about until sunset. Images and videos shared by observers captured the robot in action, highlighting its progress in real-world mobility.

Tesla had aimed to showcase the production intent version of Optimus Gen 3 during the first quarter of 2026, positioning it as a major step toward factory deployment and eventual commercial availability. Musk has described the robot as featuring advanced capabilities, including highly dexterous hands with significant degrees of freedom, powered by Tesla’s AI systems for complex tasks.

This minor postponement aligns with Tesla’s iterative approach to development. Earlier statements from Musk indicated that Gen 3 would represent the most advanced humanoid robot yet, designed primarily for internal factory use before scaling to external customers.

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Elon Musk’s $10 Trillion robot: Inside Tesla’s push to mass produce Optimus

Production timelines point toward low-volume output starting in the summer of 2026, with volume ramp-up targeted for 2027. The delay underscores the company’s commitment to quality over speed, ensuring the robot meets rigorous standards for safety and performance in practical environments.

Optimus represents a cornerstone of Tesla’s long-term vision beyond electric vehicles. Musk has repeatedly emphasized that successful humanoid robotics could transform industries by addressing labor shortages and enabling new forms of productivity.

Competitors in the space continue to advance their own platforms, yet Tesla’s vertical integration, from custom actuators to end-to-end AI training, positions Optimus as a potential leader. Community reactions on social media range from excitement over visible progress to impatience with shifting timelines, a familiar pattern in Tesla’s innovation journey.

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Investors and enthusiasts view Optimus as critical to Tesla’s valuation, potentially surpassing its automotive business in scale. With the robot already demonstrating walking and basic interactions, the finishing touches likely involve software polishing, hardware fine-tuning, and reliability enhancements.

Musk’s update suggests the reveal could arrive in the coming weeks or months, maintaining momentum toward broader deployment.

As Tesla pushes the boundaries of physical artificial intelligence, this latest development keeps Optimus in the spotlight. The company continues to prioritize rapid iteration while delivering on its promises to shareholders and customers. The robotics revolution at Tesla appears closer than ever, promising profound impacts on manufacturing, services, and daily life in the years ahead.

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Countdown: America is going back to the Moon and SpaceX holds the key to what comes after

NASA’s Artemis II launches Wednesday, sending humans near the Moon for the first time since 1972.

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For the first time since Apollo 17 touched down on the lunar surface in December 1972, the United States is sending humans back toward the Moon. NASA’s Artemis II mission is set to launch as early as this week from Kennedy Space Center in Florida, carrying four astronauts on a 10-day journey around the Moon and back to Earth. It will not land anyone on the surface this time, but it is the first crewed flight in over half a century to travel beyond low Earth orbit, and it sets the stage for Elon Musk’s SpaceX missions to follow.

The mission uses NASA’s Space Launch System rocket and the Orion spacecraft, which will fly around the Moon before splashing down in the Pacific Ocean around April 10. For context, an uncrewed Artemis I flew the same path in 2022, proving the hardware worked. Artemis II now tests it with people aboard.

According to NASA’s official countdown blog, launch preparations are on track with an 80 percent chance of favorable weather. “Hey, let’s go to the moon!” Commander Wiseman told reporters upon arriving at Kennedy Space Center.

Source: NASA

Beyond Artemis II lies the lander question, and that is where SpaceX enters directly. In 2021, NASA awarded SpaceX a $2.89 billion contract to develop the Starship Human Landing System, a modified version of Starship designed to ferry astronauts from lunar orbit to the surface. The original plan called for SpaceX to deliver that lander for Artemis III, which was to be the first crewed lunar landing. Timing for Starship development, however, caused NASA to restructure the mission sequence entirely.

Before SpaceX’s Starship Human Landing System (HLS) can put anyone on the Moon, it has to solve a problem no rocket has demonstrated at scale, which is refueling in orbit. Because the Starship HLS requires approximately ten tanker launches worth of propellant loaded into a depot in low Earth orbit before it has enough fuel to reach the lunar surface, SpaceX plans to conduct this refueling process using its upgraded V3 Starship. And until that demonstration flies and succeeds, the Starship moon lander remains a question mark.

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SpaceX’s Starship V3 is almost ready and it will change space travel forever

In February 2026, NASA Administrator Jared Isaacman confirmed that Artemis III, now planned for mid-2027, and will instead test lunar landers in low Earth orbit, with the actual landing pushed to Artemis IV that’s targeted for 2028.

Musk responded to earlier criticism of SpaceX’s schedule by posting on X that his company is “moving like lightning compared to the rest of the space industry,” and added that “Starship will end up doing the whole Moon mission.” The contract competition was also reopened in October 2025 by then NASA chief Sean Duffy, who cited Starship’s delays and said the agency needed speed given China’s own stated goal of landing astronauts on the Moon by 2030.


Artemis came from the first Trump administration’s 2017 Space Policy Directive 1, which directed NASA to return humans to the Moon. The program picked up pace through the 2020s, with the Orion spacecraft and SLS taking years to develop at enormous costs. SpaceX entered the picture in 2021 as the chosen lander contractor, tying the commercial space sector into what had historically been an all government undertaking.

Whether SpaceX’s Starship ultimately carries astronauts to the lunar surface or shares that role with Blue Origin’s competing lander, this week’s Artemis II launch is the necessary first step. Getting four humans to the Moon’s vicinity and back safely is the proof of concept everything else depends on.

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Elon Musk

Elon Musk debunks latest rumors about SpaceX IPO

Musk has swiftly put to rest circulating reports suggesting that SpaceX would exclude popular retail brokerages Robinhood and SoFi from its highly anticipated initial public offering. In a direct response posted on X on March 31, Musk stated simply, “These reports are false,” addressing widespread speculation fueled by a Reuters article.

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(Credit: SpaceX)

Tesla and SpaceX CEO Elon Musk debunked the latest rumors about the space exploration company’s initial public offering (IPO), which has been the subject of a wide array of speculation over the last few weeks.

With SpaceX likely heading to Wall Street to become a publicly-traded stock in the coming months, there is a lot of speculation surrounding how it will happen, whether the company will potentially combine with Tesla, and more.

Tesla and SpaceX to merge in 2027, Wall Street analyst predicts

But the latest rumors have to do with where SpaceX will list the stock.

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Musk has swiftly put to rest circulating reports suggesting that SpaceX would exclude popular retail brokerages Robinhood and SoFi from its highly anticipated initial public offering.

In a direct response posted on X on March 31, Musk stated simply, “These reports are false,” addressing widespread speculation fueled by a Reuters article.

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The Reuters report, published March 30, claimed that Morgan Stanley’s E*Trade was in talks to lead the sale of SpaceX shares to small U.S. investors.

Sources indicated that Robinhood and SoFi, despite pitching for roles, faced potential exclusion from the retail allocation, with Fidelity also competing for a piece of the action. The story quickly spread across financial media, raising concerns among retail investors eager to participate in what could be one of the largest IPOs in history.

SpaceX has a reported valuation nearing $1.75 trillion, and Musk’s plan to allocate up to 30 percent of shares to individual investors — far above the typical 5-10% — had generated massive excitement.

Musk’s concise denial immediately calmed the narrative. The original X post quoting the rumor garnered significant engagement, with users expressing relief that everyday investors would not be sidelined.

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This episode reflects Musk’s hands-on approach to SpaceX’s public debut.

Earlier reporting revealed plans for an unusually large retail slice to leverage Musk’s dedicated fan base and stabilize post-IPO trading. SpaceX aims to file potentially as early as this period, building on momentum from its Starship program and Starlink growth.

The IPO could mark a transformative moment, potentially elevating Musk’s status further while democratizing access to a company long reserved for accredited investors and institutions.

The rumor’s quick debunking also revives debates about retail access in high-profile listings. Robinhood gained popularity during the 2021 meme-stock surge but faced criticism for past trading restrictions.

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SoFi has positioned itself as a modern financial platform for younger investors. Excluding them could have limited participation from tech-savvy retail traders who form a core part of Musk’s supporter base across Tesla and SpaceX.

While details remain fluid, Musk’s intervention reinforces commitment to broad accessibility. As preparations advance, investors await official filings. For now, the message is clear: rumors of restricted retail access were overstated, keeping the door open for widespread participation in SpaceX’s public chapter.

This development comes amid broader market enthusiasm for space and technology stocks. Musk’s transparency through X continues to shape public perception, distinguishing SpaceX’s path from traditional Wall Street norms. With retail allocation potentially reaching 30 percent, the IPO promises to be both commercially massive and culturally significant.

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