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Tesla Semi’s strong demand could expedite the release of the pickup truck

[Credit: Rec1pr0city/Twitter]

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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 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.

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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.

J.B. Hunt employees lining up to view the Tesla Semi up close. [Credit: tslalytix/Twitter]

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.

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.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla short sellers win big after shares fall after earnings

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A red Tesla Roadster driving around a turn
(Credit: Tesla)

Tesla short sellers won big following the company’s massive fall on Wall Street after it reported subpar Earnings on Wednesday.

Tesla short sellers collected about $4.12 billion in single-day profits on Thursday, according to BloombergShares fell as much as 15 percent during Thursday’s session. It closed as one of the worst days for Tesla on Wall Street in the past three years.

Investors sold off the stock after Tesla said it would aggressively direct its spending toward AI and its Optimus robot project. The company had record revenues, which were driven by one of the strongest quarters in terms of vehicle deliveries in company history.

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However, it missed EPS estimates by reporting just $0.33, a far cry from the $0.53 analysts expected.

S3 Partners reported that about 3 percent of Tesla’s outstanding stock is sold short. Managing Director at S3, Ihor Dusaniwsky, provided the short seller’s potential profit, as well as another figure: shorts have likely had paper gains of $8.92 billion this year, as Tesla shares are down 30 percent in 2026.

Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue

Tesla has burned short sellers many times in the past, but the company’s latest Earnings Call was a chance for those skeptics to taste some payback. Although the company gave some very transparent information regarding future projects, the rollout of Robotaxi, Optimus, and Semi, many investors took their profits on Thursday.

Notable short sellers like Michael Burry have been transparent about their skepticism around Tesla shares. Burry just revealed three weeks ago that he had opened up a new short on the stock, stating he shorted Tesla shares at $416.22. “Happy it jumped back to this level,” he said in a blog post.

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At the time of publication, Tesla shares were down about 3 percent and the stock was trading at $309.92.

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Tesla door handle saga gets its latest chapter and a big change is coming

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Credit: Tesla | Model 3 Owner's Manual

Tesla’s long-standing saga regarding its door handles and a manual release has entered its latest chapter, and as a result, a big change is coming.

On Friday, the National Highway Traffic Safety Administration (NHTSA) denied Tesla’s petition that was seeking a defect investigation into roughly 180,000 Model 3 vehicles for an issue involving the emergency mechanical door release.

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NHTSA said that Tesla’s petition did not present evidence of a safety-related defect in the door handles or their emergency releases. Instead, the agency determined that it would rather solve the issue of the lack of labeling or location of emergency mechanical door releases and the federal safety rules that govern them.

Essentially, the NHTSA wants to create and enforce rules that would require automakers to make emergency door latch releases more clearly labeled in a car. Despite a Tesla having manual door releases on all four passenger doors, many people do not know they exist or how they work.

Tesla addresses door handle complaints with simple engineering fix

In recent times, Tesla has faced some criticism involving its door handles, specifically because some occupants have reported that they are unable to exit their vehicles after losing power. The door handles on a Tesla are electronically operated, but in the event that the 12V battery dies, there is a manual release that can be used.

The NHTSA only identified a single complaint involving the mechanical door releases: a 2022 Model 3 owner said the release was concealed and unlabeled after the vehicle lost power after a front-end collision. It has also already started to create a separate rulemaking process to make emergency door-egress systems more obvious.

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It should be noted that all Teslas have mechanical emergency door releases, but they are placed in various locations as the vehicles have aged and been redesigned from year to year. Refer to the safety manual for your vehicle if you have any confusion about where the emergency releases are and how they work.

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SpaceX Starship Flight 13 faces wrath of the Texas skies

SpaceX pushed Starship Flight 13 to Friday, blaming weather instead of the previous engine issues.

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SpaceX called off Thursday’s launch attempt of Starship Flight 13, pushing the mission to Friday because of weather tied to Tropical Storm Bertha. The company confirmed the delay on X, noting “Now targeting Friday, July 24 for Starship’s thirteenth flight test, due to weather. A key objective for the flight test is to get clear imagery from the ground of Starship’s heatshield as it flies at a higher dynamic pressure during ascent, which won’t be possible with today’s weather conditions.”

This is the second delay for Flight 13 in two weeks. SpaceX first tried to launch the mission on July 16, but the countdown ended in an automated abort at T-0 when four of Super Heavy Booster 20’s 33 Raptor engines failed to ignite. Musk said at the time that two Raptors would need to be removed and replaced, as Teslarati reported. The company spent the following week destacking Ship 40 and Booster 20, swapping engines, and running leak checks before restacking the vehicle on Pad 2 Wednesday night, according to Spaceflight Now’s live coverage.

Elon Musk debunks $52 billion SpaceX-NVIDIA GPU deal

 

Unlike the engine problem, Thursday’s delay has nothing to do with the hardware. SpaceX wants clean footage of Starship’s heat shield captured from the ground as the vehicle flies through max dynamic pressure, something the storm’s cloud cover over South Texas would not allow. The company said visibility should improve for Friday’s attempt, with the same 90 minute window opening at 5:45 p.m. CT.

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Flight 13 will be the second outing for the V3 versions of Starship and Super Heavy, following their debut on Flight 12 in May. The mission carries 20 production Starlink V3 satellites, the first time SpaceX has flown operational satellites rather than mass simulators on Starship. Six of those satellites are fitted with cameras to inspect the heat shield from a different angle during ascent, giving engineers a second data source beyond the ground imagery the weather is currently blocking.

Booster 20 will attempt a boostback burn and a splashdown landing burn in the Gulf of America, while Ship 40 follows a suborbital trajectory toward a landing in the Indian Ocean. The flight plan largely mirrors Flight 12, though the booster will run a more aggressive ascent burn after max Q this time, and the ship’s heat shield includes load sensing tiles meant to measure stress at the higher dynamic pressure SpaceX is targeting.

If Friday’s attempt succeeds, Flight 13 could be the last suborbital test in the program. SpaceX is already looking to push for an orbital flight on Flight 14.

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