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Tesla Semi’s strong demand could expedite the release of the pickup truck
The all-electric Semi truck could very well be the most disruptive vehicle in Tesla’s lineup. Since its unveiling, the Tesla Semi has garnered reservations from some of the United States’ most prominent businesses like FedEx and PepsiCo. During the Q1 2018 earnings call back in May, Elon Musk and CTO JB Straubel noted that the company had received around 2,000 pre-orders for the vehicle.
Some of the trucking market’s veterans remain skeptical of the Semi. A spokesman for Cummins Inc., one of America’s premier engine-makers, recently stated that they do not see all-electric trucks like the Semi being viable alternatives to diesel-powered long-haulers anytime soon. Allen Schaeffer, executive director of the Diesel Technology Forum trade group, also expressed doubt on Elon Musk’s claims that the Semi would be cheaper to run and operate than its diesel-powered counterparts.
Regardless of these doubts, Tesla is pushing on with the development of the electric truck, with Elon Musk stating during the Q2 2018 earnings call that the company has made significant improvements to the Semi since it was unveiled last November. The Semi’s customers also appear to be completely on board with their adoption of the all-electric trucks. Earlier this year, it was even announced that some of the Semi’s biggest customers such as PepsiCo and Anheuser-Busch are working with Tesla to develop and install a network of in-house charging stations for the upcoming vehicle. These stations would be spaced close enough to ensure that the trucks would be able to traverse their routes without any range issues.
- The Tesla Semi spotted in Chicago. [Credit: Rec1pr0city/Twitter]
- The Tesla Semi spotted in Chicago. [Credit: Rec1pr0city/Twitter]
- The Tesla Semi spotted in Chicago. [Credit: Rec1pr0city/Twitter]
The Tesla Semi sighted at Chicago’s Rolling Meadows Supercharger. [Credit: Rec1pr0city/Twitter]
Just recently, the Semi visited yet another customer. This time, the all-electric truck traveled to trucking giant J.B. Hunt’s headquarters in Arkansas, where it was showcased to the company’s employees. Just like the truck’s visit to PepsiCo’s Texas facility earlier this year, employees of the trucking company were able to get up close and personal with the vehicle. Social media posts from individuals in attendance during the Semi’s visit show that J.B. Hunt’s employees, contrary to being skeptical of the vehicle, appear to be excited about the electric truck. Tesla critics would find it difficult to dismiss J.B. Hunt’s authority in the trucking industry as well, considering that the company has been in the transport industry for more than 50 years, and that its current fleet is comprised of over 12,000 trucks and 100,000 trailers and containers.
This strong, positive reaction from America’s premier hauling companies bodes well for the Semi. It remains to be known how many reservations Tesla currently has for the vehicle, but there’s a very good chance the pre-order list is significantly longer than 2,000 units today. That said, the anticipation surrounding the Semi might result in the release of one of Tesla’s most highly-anticipated vehicles to be expedited.

Elon Musk was present on Twitter during the weekend, and while interacting with his followers, Musk noted that the electric car company may be able to release the Tesla pickup truck earlier than expected. Initial expectations point to the Tesla Truck being released sometime after the Model Y is unveiled. Considering that the Model Y is expected to be unveiled sometime in 2019, there is a fair chance that the Tesla Truck’s official unveiling would be scheduled for 2020 at the earliest.
Maybe …
— Elon Musk (@elonmusk) August 25, 2018
Elon Musk did note last year that he is thinking of making the Tesla Truck a smaller version of the Semi. This means that Tesla would likely be carrying over some of the Semi’s elements to the pickup truck. Since the Semi already shares components with the Model 3, such as its powertrain, doors, and air vent design, it seems safe to assume that Tesla is planning on using the Model 3 as a template for the pickup truck as well. This is a strategic move for Tesla, since by the time it starts producing the Semi and the Tesla Truck, everything connected to the Model 3 and its components would likely have been smoothed out by the company.
Thanks to the lessons the company learned from the Model 3, the Semi (as well as the Model Y, which is also expected to be based on the Model 3) might very well see a less troublesome rollout. If Tesla manages to pull this off, it could provide an opportunity for Tesla to bring the pickup truck to market sooner. If that happens, Elon Musk’s tweet about an earlier release for the Tesla Truck could very well prove accurate.
Investor's Corner
Tesla Optimus Gen 3 shows off a cleaner, factory-ready design in new app discovery
Renders hidden inside Tesla’s Android app show Optimus Gen 3’s design before any official reveal.
Tesla may have accidentally given a first look at its newest Optimus Gen 3 humanoid robot when photos were found in the Tesla smartphone app.
Design files tucked inside a recent Android version of the Tesla app appear to show the third generation humanoid robot next to the older Gen 2.5 prototype. The assets were extracted from the app package by Tesla community member @wholemars, who posted the renders on X late Tuesday night before deleting them. The Tesla Newswire reshared the side by side comparison on Wednesday, and the images have circulated widely since.

Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X
The files are labeled “gen3” and were built as models for Tesla app’s own interface, as validated directly by Grok to be official.
The comparison shows a robot that looks built for a factory line rather than a lab bench. Gen 2.5’s exposed mechanical linkages and gold plating on the knees and shins are gone. In their place, Gen 3 uses matte black fairings on the lower legs, paired with a more contoured champagne gold body. Flexible covers now seal the joint where the torso meets the upper thighs, keeping bearings and moving parts sealed from debris and unnecessary contact.
The body panels fit more tightly, and the hands, which Tesla has said carry 22 degrees of freedom, look far more refined than those on earlier units.
This most recent leak fills a gap Tesla has left open for most of the year. Elon Musk said on March 31 that Optimus 3 was walking around but needed “some finishing touches” before it could be shown, a delay Teslarati covered when Tesla missed its first quarter reveal target. Musk later said Tesla would hold the design back until closer to production, partly to keep competitors from copying it. No reveal date has been announced.
The app itself has been preparing for Optimus for months. In July, code in the Tesla app pointed to a dedicated robot phone key, a consent screen for collecting video and spatial data while Optimus works inside a home, and an alert system for low battery and mechanical faults. Finished 3D models of Gen 3 suggest the interface owners will eventually use is moving past placeholder code toward something Tesla intends to ship.
Manufacturing is moving in parallel. Tesla tore out the original Model S and Model X lines at Fremont this summer to make room for Optimus production, with a planned capacity of one million robots a year. At Giga Texas, the steel frame of a dedicated Optimus factory is nearing completion ahead of a targeted 2027 start, with Musk pointing to an eventual output of 10 million units annually.
News
Tesla Semi lands the biggest electric truck deal in U.S. history
Tesla leads a record 2,500 truck order, but not every truck will be a Semi.
Tesla has landed the largest electric truck order in U.S. history. ZET SCALE, a new alliance of shippers and carriers, named Tesla its primary manufacturer on Tuesday for an initial order of 2,500 electric Class 8 trucks. The deal alone would nearly double the number of electric heavy trucks operating in the country.
According to the press release from Catalyst Mobility, the nonprofit formerly known as CALSTART, Kenworth, RIDE and Volvo were also selected as secondary manufacturers that carriers can pick if their operations call for it. No split between the four brands has been published, so the exact number of Semis in the order is not yet known.
Tesla was selected as the primary OEM for the largest electric Class 8 order in the US by ZET SCALE, a new shippers’ alliance
With 2,500 Semis on order, this will double the entire US electric Class 8 fleet
We’re serious about scale, and ZET SCALE is too!… pic.twitter.com/IiTAdzgken
— Tesla Semi (@tesla_semi) September 22, 2026
Tesla won the top slot through a competitive request for proposals. The alliance, which Catalyst Mobility runs with the Smart Freight Centre, scored bidders on price, range, charging capability and production capacity. Pooling freight demand from founding shippers, including Microsoft and PepsiCo, let every truck maker bid lower than it would for a single fleet. “The Tesla Semi is designed for lower cost per mile operations than diesel,” said Dan Priestley, director of the Tesla Semi program, as noted in the press release.
The financing is built to pull in carriers who have avoided electric trucks. ZET Financial is issuing the purchase order for all 2,500 units and will place them with fleets through a fair market value lease. The trucks will be deployed over the next few years across 10 freight hubs in Los Angeles, Stockton, Bakersfield, Seattle and Tacoma, Houston, Dallas, San Antonio, Chicago, Atlanta, and the Newark and New York area. ZET SCALE says the first order is only the opening round, with a longer term goal of 10,000 trucks or more.
Even if Tesla ends up with only a majority share, it would still be the biggest Semi deal to date. Einride’s 500 unit order in August was the previous record, and WattEV’s 370 truck order in May was the largest California deal at the time. Einride’s CEO has since said he expects all 500 trucks delivered by the end of 2027.
The announcement lands two days before Tesla formally inaugurates its Semi factory in Nevada on September 24. The 1.7 million square foot plant sits next to Gigafactory Nevada’s 4680 cell lines and is designed for 50,000 trucks a year.
News
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
Tesla has expanded Grok from an in-car chatbot into a hands-free work assistant. On September 22, Tesla officially launched Grok Bot capability, confirming that drivers can now manage email, calendars, files, chats, and tasks by voice and then hand more ambitious errands to the AI-fueled productivity cheat code.
Grok itself is built by xAI. The new car features split into two layers: Connectors link Grok to outside accounts. Grok Bot, currently limited to SuperGrok Heavy subscribers, can complete multi-step tasks such as placing a usual coffee order, booking a reservation, or scheduling an appointment. It truly puts the driver in a nearly complete hands-free driving and productivity setting, with ironically the only task truly requiring your hands being to touch the “Start Self-Driving” button.
We were granted access to Grok Bot’s Tesla integration a few weeks back, and we’ve been able to do a handful of things with it. On a handful of occasions, we’ve used it to order food and have it ready for pickup slightly later into the evening; we’ve managed to pick up groceries after a day of errands with Grok Bot, and outside of the car, it’s helped with budgeting and even my fantasy football draft.
We’ve been using @Grok Bot in Tesla for a few weeks after gaining Early Access, which we thank the awesome engineers for
Grok Bot makes things much easier across your entire life. From the Tesla, I’ve used it to place pickup orders for my Fiancée and I, we’ve ordered groceries… https://t.co/ZJSLieG1s5
— TESLARATI (@Teslarati) September 22, 2026
Tesla shows another way to utilize it: in their demo, a driver says “Hey Grok,” asks the assistant to check an inbox, and hears that a message concerns a weekend reservation. Grok then scans the calendar, reports no conflicts, and confirms the Tahoe trip is clear. It can also add check-in details to a road-trip itinerary. The point is not novelty chat. It is keeping eyes on the road, or on Full Self-Driving, while the car handles the paperwork of a trip:
.@Grok in your Tesla can now do meaningful work for you
With Connectors, you can manage your inbox, clean up your calendar, or talk through existing files/chat/tasks – all hands-free pic.twitter.com/W1LuybQh0P
— Tesla (@Tesla) September 22, 2026
This Grok rollout is not a gadget add-on as much as it is Tesla’s thesis in software form: the car should stop being a machine you operate and start being a room you occupy.
Connectors and Grok Bot treat the cabin as an office that happens to move, and that has truly been Tesla’s intention for years now. The car has slowly become an extension of a home more than a vehicle. Inbox, calendar, groceries, takeout, and reservations become voice work, not dashboard chores that you need to do before you get in your car.
Responsibility shifts from the driver to the stack, and as many Tesla owners rely on FSD for travel, Grok Bot now handles the monotony of dinner reservations or appointments.


