News
Tesla Semi developers reflect on first deliveries: ‘Out the door. For the world.’
Following the first deliveries of the Tesla Semi to Frito Lay last night, the program’s developers are reflecting on the past five years as the vehicle has finally reached the end stage of its initial production run.
First unveiled in 2017, the Tesla Semi was delayed on several occasions. Initial delivery projections from Tesla have spanned from 2019 to this year, being put off due to a variety of reasons, from supply chain bottlenecks to a commitment to not move the company’s product roadmap forward this year.
However, Tesla came through and delivered the first units to Frito Lay last evening at Gigafactory Nevada. While it is five years past its initial unveiling date, it may have made the destination a little sweeter for those responsible for the Semi’s development.
“5 years of 16 hr days, overnighters, packed weekends, nonstop push, with a singular focus on [getting] to this point,” Staff Systems Design and Architecture Engineer for the Semi Satyan Chandra said. Since the Semi’s unveiling in 2017, Chandra has assumed three different positions at Tesla. When the vehicle was announced, he worked as a Sr. Hardware Design Engineer for the Model S, Model X, and Model 3. He then moved to a Staff Hardware Technology Engineer, where he helped develop Dojo.
Now, Chandra is managing and leading systems design, integration, and architecture programs for the Semi across battery voltage, chassis, and pneumatic applications. For him, the long road was worth it. “Our Semi’s out the door. To the world. For the world.”
For others, the product was more of the focus than the journey. Roger Casado, a Senior Mechanical Design Engineer for Cells, has been at Tesla for over a year. His work with the Semi was more about the why.
Casado’s first point about the Semi in a LinkedIn posting was the Semi’s extensive market application, which will help it attack 36 percent of U.S. vehicle particle emissions. Its versatility and streamlined operation make it as easy to drive as the Model 3, and the power, speed, and torque are evidently the main advantage Tesla Semi has over its competitors. Not to mention the 500 miles of range it drove on a single charge.
Yesterday, we discussed whether the Semi would live up to the hype Tesla created for it. Its initial application undoubtedly will have to prove its advantages over competing options. However, Tesla proved its 500-mile range in a crafty drone video, and its speed and acceleration have been displayed on the company’s test track and other, more recent examples. The vehicle’s success may depend on the number of clients it attracts, but is there really any reason for it to fail at first glance?
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Elon Musk
xAI’s Grok approved for Pentagon classified systems: report
Under the agreement, Grok can be deployed in systems handling classified intelligence analysis, weapons development, and battlefield operations.
Elon Musk’s xAI has signed an agreement with the United States Department of Defense (DoD) to allow Grok to be used in classified military systems.
Previously, Anthropic’s Claude had been the only AI system approved for the most sensitive military work, but a dispute over usage safeguards has reportedly prompted the Pentagon to broaden its options, as noted in a report from Axios.
Under the agreement, Grok can be deployed in systems handling classified intelligence analysis, weapons development, and battlefield operations.
The publication reported that xAI agreed to the Pentagon’s requirement that its technology be usable for “all lawful purposes,” a standard Anthropic has reportedly resisted due to alleged ethical restrictions tied to mass surveillance and autonomous weapons use.
Defense Secretary Pete Hegseth is scheduled to meet with Anthropic CEO Dario Amodei in what sources expect to be a tense meeting, with the publication hinting that the Pentagon could designate Anthropic a “supply chain risk” if the company does not lift its safeguards.
Axios stated that replacing Claude fully might be technically challenging even if xAI or other alternative AI systems take its place. That being said, other AI systems are already in use by the DoD.
Grok already operates in the Pentagon’s unclassified systems alongside Google’s Gemini and OpenAI’s ChatGPT. Google is reportedly close to an agreement that will result in Gemini being used for classified use, while OpenAI’s progress toward classified deployment is described as slower but still feasible.
The publication noted that the Pentagon continues talks with several AI companies as it prepares for potential changes in classified AI sourcing.
Elon Musk
Elon Musk denies Starlink’s price cuts are due to Amazon Kuiper
“This has nothing to do with Kuiper, we’re just trying to make Starlink more affordable to a broader audience,” Musk wrote in a post on X.
Elon Musk has pushed back on claims that Starlink’s recent price reductions are tied to Amazon’s Kuiper project.
In a post on X, Musk responded directly to a report suggesting that Starlink was cutting prices and offering free hardware to partners ahead of a planned IPO and increased competition from Kuiper.
“This has nothing to do with Kuiper, we’re just trying to make Starlink more affordable to a broader audience,” Musk wrote in a post on X. “The lower the cost, the more Starlink can be used by people who don’t have much money, especially in the developing world.”
The speculation originated from a post summarizing a report from The Information, which ran with the headline “SpaceX’s Starlink Makes Land Grab as Amazon Threat Looms.” The report stated that SpaceX is aggressively cutting prices and giving free hardware to distribution partners, which was interpreted as a reaction to Amazon’s Kuiper’s upcoming rollout and possible IPO.
In a way, Musk’s comments could be quite accurate considering Starlink’s current scale. The constellation currently has more than 9,700 satellites in operation today, making it by far the largest satellite broadband network in operation. It has also managed to grow its user base to 10 million active customers across more than 150 countries worldwide.
Amazon’s Kuiper, by comparison, has launched approximately 211 satellites to date, as per data from SatelliteMap.Space, some of which were launched by SpaceX’s Falcon 9 rocket. Starlink surpassed that number in early January 2020, during the early buildout of its first-generation network.
Lower pricing also aligns with Starlink’s broader expansion strategy. SpaceX continues to deploy satellites at a rapid pace using Falcon 9, and future launches aboard Starship are expected to significantly accelerate the constellation’s growth. A larger network improves capacity and global coverage, which can support a broader customer base.
In that context, price reductions can be viewed as a way to match expanding supply with growing demand. Musk’s companies have historically used aggressive pricing strategies to drive adoption at scale, particularly when vertical integration allows costs to decline over time.
News
Tesla Giga Berlin makes a statement of solidarity amid IG Metall conflict
The display comes as tensions between Tesla and IG Metall continue to escalate.
Tesla Giga Berlin is sending a strong message of solidarity amid its ongoing legal dispute with German union IG Metall.
In a post on social media platform X, Giga Berlin plant manager André Thierig shared an image of the facility’s lobby covered with a large banner that reads: “Progress. Innovation. Success.” He added that the slogan reflects what the facility has stood for since Day One.
“Our lobby at Giga Berlin covered in a huge banner these days. Progress. Innovation. Success – this is what we stand for since we started production in 2022 and how we will go into our future!” Thierig wrote in his post on X.
The display comes as tensions between Tesla and IG Metall continue to escalate.
The dispute began after Tesla accused a union representative of secretly recording a works council meeting at Giga Berlin. Tesla stated that it filed a criminal complaint after the alleged incident. Police later confirmed they had seized a computer belonging to an IG Metall member as part of their investigation.
“What has happened today at Giga Berlin is truly beyond words! An external union representative from IG Metall attended a works council meeting. For unknown reasons he recorded the internal meeting and was caught in action! We obviously called police and filed a criminal complaint!” Thierig wrote on X at the time.
IG Metall denied the accusation and characterized Tesla’s move as an election tactic ahead of upcoming works council elections. The union subsequently filed a defamation complaint against Thierig. Authorities later confirmed that an investigation had been opened in connection with the matter.
Giga Berlin began production in 2022 and has since become one of Tesla’s key European manufacturing hubs, producing the Model Y, the company’s best-selling vehicle. The facility has expanded capacity over the past years despite environmental protests, labor disputes, and regulatory scrutiny.