News
Tesla Semi faces new wave of skepticism from diesel veterans
There is very little doubt that the Model S, Model X, and Model 3 have disrupted their respective segments since they were released. Tesla aims to accomplish the same thing with its all-electric Semi truck, but the vehicle’s target is a lot more ambitious — it aims to disrupt the trucking industry.
The trucking industry is vast, and it is still growing. Long-haul trucking stands is the lifeblood of the US economy, handling the transportation of up to 71% of food, retail goods, construction supplies, and other cargo delivered every day. The American Trucking Associations’ American Trucking Trends 2018 report revealed that the US trucking industry generated $700.3 billion in economic activity in 2017, representing a 3.5% increase compared to 2016 when the trucking market generated $676.6 billion. This is the market that Tesla is aiming to tap into with the Semi.
One of the Tesla Semi’s main selling points is that it’s an environmentally-friendly vehicle. Being all-electric, the Semi is a zero-emissions truck. This is an advantage over conventional diesel trucks, which are a significant source of air pollution in the United States. According to the Environmental Protection Agency, greenhouse gases from medium and heavy-duty trucks were found to have increased by 85% between 1990 to 2016, accounting for about 23% of carbon emissions from transportation in 2016. This is despite the fact that diesel engines are getting steadily cleaner. The EPA estimates that emissions from current engines are about 85% lower than before 2007 when the US rolled out new standards.
The Tesla Semi has several features that make it a viable alternative to diesel-powered long-haulers, from its four Model 3-derived electric motors, its comparable Class 8 hauling capacity, and its superior speed. That said, it appears that America’s diesel veterans would not give up without a fight. In a statement to Bloomberg, Jon Mills, a spokesman for engine maker Cummins Inc. noted that electric trucks have a long way to go before they could be considered competition for diesel trucks.
“Right now, we don’t think it’s viable. Electric trucks are more viable where you have shorter routes, less loads and you’re able to recharge,” he said.
Cummins Inc. is one of America’s premier engine-makers, supplying engines for consumer trucks, fire engines, and heavy-duty long-haulers. Most of the company’s engines run on diesel, though they are also making some that operate on natural gas. Mills noted that Cummins is developing electric motors as well, but the company does not expect a lot of demand for them anytime soon.
Mills did admit that electric trucks would contribute to reducing pollution. Nevertheless, the Cummins Inc. spokesman noted that the trucking industry is likely not ready to switch to electric, mainly since vehicles like the Tesla Semi have limited range. Considering that some truck drivers are paid by the mile, they would likely lose money while waiting for their vehicles’ batteries to recharge.
“Diesel will be the primary option for heavy duty trucking markets, long haul especially, for a decade or more,” Mills said.
Elon Musk wants to initiate the transition sooner. When unveiling the Tesla Semi’s specs, Musk noted that the electric long-hauler would be cheaper to operate than comparable diesel-powered trucks. Musk noted that the Semi could cost operators $1.26 per mile to run, less than the standard $1.51 per mile that diesel-powered vehicles cost. That said, Allen Schaeffer, executive director of the Diesel Technology Forum trade group, is skeptical of Musk’s claims, noting that there is little need for a new entrant in the shipping industry.
“It’s easy if you’re just coming into this market to say ‘they’re $1.50 per mile and we can do it for $1.20. But where’s the proof? I haven’t seen it. Diesel is the benchmark for energy efficiency. Diesel dominates the entire sector,” he said.
Amidst continued reservations from veterans in the trucking industry, Tesla is nonetheless pushing through with further development of the Semi. The company has been conducting real-world tests of the Semi since the vehicle was unveiled, and during the Q2 2018 earnings call, Elon Musk noted that improvements to the truck are being made. Thus, when the Tesla Semi enters production, the long-hauler would be an even more viable alternative to diesel-powered trucks.
“We’ve made significant improvements to the design since the unveiling that we had, and it’s really even better than what we talked about,” Musk said.
Investor's Corner
Elon Musk drops a Thanksgiving hint about Starship’s biggest test yet
Elon Musk says Starship Flight 15 will try to catch the ship itself, a first.
Elon Musk says SpaceX’s next Starship flight will try something nobody has done before, by catching the ship itself. Speaking to roughly 2,000 people at the X Takeover event at Giga Texas on Saturday, Musk said Flight 15 is about four to six weeks away and “probably launches a little bit before Thanksgiving, is my guess.”
That is a slip from earlier reporting, which had pointed to a launch as early as October 19. Musk explained why the date keeps moving. “We’re making a bunch of improvements to the rocket between every flight,” he said, adding that there are often hundreds, sometimes thousands, of small changes. This time the list is short, “but some of them take a fair bit of work and we’ve got to go inside the tank to make some of these changes.”
“We’re going to try to catch the ship, which is a super big deal,” Musk said. “If we do so, that’ll be the first time that there’s been full recovery of an orbital class rocket.” SpaceX has already caught the Super Heavy booster with the tower’s mechanical arms, and has talked about catching the ship since late 2025, but the upper stage has never been caught.
Musk also laid out what comes after. “The next big milestone would be to refly both the booster and the ship,” he said, describing a Flight 16 where “all parts of an orbital rocket are reflown.”
The reason SpaceX wants this comes down to cost and cadence. Every Starship ship so far has ended its flight in the ocean, and SpaceX expects most of those water landings to end in fireballs. A ship that returns to Starbase intact can be inspected and flown again. SpaceX’s IPO filing, says Starship V3 is designed to deliver 100 metric tons to orbit in a fully reusable configuration, that SpaceX aims to cut the cost to reach orbit by 99% or more versus the historical average, and that tower catches should allow “multiple launches per day.”
The payoff goes beyond cheaper launches. The next generation Starlink V3 satellites are too large for Falcon 9 and can only fly on Starship, which can carry up to 60 per flight. Flight 14 on September 28 deployed the first 26 of them after Starship reached orbit despite an early engine shutdown, as Teslarati reported. Musk blamed engine computer software, and said the heat shield “was extremely robust,” which he claimed in August had solved Starship’s biggest challenge.
NASA’s Moon plans depend on the same capability. NASA’s inspector general has described a lander mission that needs a propellant depot in low Earth orbit and more than 10 tanker flights, with SpaceX targeting one tanker launch every six days. That schedule only works if ships and boosters come back fast and fly again. Also, ship to ship propellant transfer has not been attempted yet.
One interesting hurdle yet to be explored is bringing the ship back to the launch site, with reentry over land, which will undoubtedly come with a lot of aviation safety reviews.
Lifestyle
Tesla’s mirrorless Cybercab will give riders a visibility upgrade
Tesla engineer confirms Cybercab update letting riders pull up rear and repeater cameras on demand.
Tesla is working on a Cybercab update that would let passengers pull up the vehicle’s rear and side cameras on demand, and the request came straight from a rider.
The exchange played out on X late Friday. Cybercab rider Dan Burkland shared photos of the two-seater’s cabin screen after an evening ride, praised the UI team’s work, and left one request: let riders open the rear and repeater cameras whenever they want, “especially for peace of mind.” Tesla UI software engineer Evan (@CarCoder) answered with two words: “In development.”
The Tesla UI team absolutely crushed it with the infotainment software. Nicely done @CarCoder!
One feature request: Allow folks to pull up the rear & repeater cameras on demand. This would be great especially for peace of mind. https://t.co/mNAOSLx6pE
— Dan Burkland (@DBurkland) October 10, 2026
The idea fits a pattern Teslarati has tracked since public rides began. Days after paid Cybercab service opened in Austin, Tesla sent riders a survey that asked them to rate the touchscreen, the app and the cabin, and to pick the features they wanted most. We reported on that survey in September, and a camera view is the kind of small software change Tesla can push quickly if riders keep asking.
It also speaks to something unique about the vehicle. With no steering wheel, no pedals and no driver, passengers have no mirror to check and no way to see behind them. The hardware is clearly built for camera awareness, from the repeater cameras to the rear camera. Letting a passenger look through those same cameras would give a nervous first time rider a way to confirm what is around the car.
The timing matters because the fleet is growing fast. Tesla’s Robotaxi account said on Saturday that more than 300 Cybercabs are now serving Austin, an eightfold increase in 30 days, and Tesla AI chief Ashok Elluswamy named Dallas as the next city. More cars and more cities mean more people riding in a driverless vehicle for the first time, which is exactly when small trust features carry weight.
For now, the feature is confirmed only as in development. If Tesla follows its usual pattern with Cybercab software, riders could see it appear in a point release without any announcement, and Teslarati will watch for it.
News
Tesla’s Cybercab fleet jumped 8x in a month, with Dallas up next
Tesla confirms its first official Cybercab fleet number as Austin scales fast and Dallas looms.
Tesla says more than 300 Cybercabs are now serving Austin, the first time the company has put an official number on its active Cybercab fleet. The figure came from the Robotaxi account on X on Saturday, which wrote that one month after launch the service had “scaled to 300+ Cybercabs serving Austin – an 8x increase in 30 days.”
Ashok Elluswamy, Tesla’s head of AI software, quoted the post with a line that carried the bigger news. “Two years since the 10/10 Cybercab WeRobot event, the cabs are everywhere in Austin now. Dallas soon,” he wrote. It is the first time Tesla has named the next city for public Cybercab rides.
One month after launch, we’ve scaled to 300+ Cybercabs serving Austin – an 8x increase in 30 days https://t.co/EagJy2JAsm
— Robotaxi (@robotaxi) October 10, 2026
Tesla opened Cybercab rides to the public in Austin on September 4, as Teslarati reported, a day after an invite only launch event. The ramp since then has been steep. Our September 28 report had the fleet at well over 100 units after availability jumped from 58 to 125 in a single week. On Thursday, Tesla added 150 Cybercabs to the Texas automated vehicle registry, lifting its registered count to 319 from 169. The first seven appeared on the registry on August 31.
RobotaxiTracker, a community site that counts vehicles from sightings and state records, listed 275 vehicles in unsupervised service in Austin on Saturday, 105 of them Cybercabs, which is well below Tesla’s figure. Tracker counts can lag official numbers, though Sawyer Merritt noted that Cybercab wait times in Austin stayed short on Saturday evening even with more than 2,000 fans in town for X Takeover.
Regulators are watching the rollout. NHTSA opened an audit query into Tesla’s certification that the Cybercab meets federal safety standards, and sworn answers are due October 30. Tesla reports third quarter earnings on October 21, which gives the company a natural venue to define its fleet numbers and put a date on Dallas.
Elon Musk drops a Thanksgiving hint about Starship’s biggest test yet
Tesla’s mirrorless Cybercab will give riders a visibility upgrade
Tesla’s Cybercab fleet jumped 8x in a month, with Dallas up next
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