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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.
Tesla just raised Model Y prices for the first time in two years, with the largest increase being $1,000.
The move signals shifting dynamics in the competitive electric vehicle market as the company continues to work on balancing demand, profitability, and accessibility.
The new pricing affects premium trims while leaving entry-level options unchanged. The Model Y Premium Rear-Wheel Drive (RWD) now starts at $45,990, a $1,000 increase.
The Model Y Premium All-Wheel Drive (AWD)—previously referred to in the post as simply “Model Y AWD”—rises to $49,990, also up $1,000. The top-tier Model Y Performance sees a more modest $500 bump, bringing its starting price to $57,990.
Tesla Model Y prices just went up:
New prices:
🚗 Model Y Premium RWD: $45,990 – up $1,000
🚗 Model Y AWD: $49,990 – up $1,000
🚗 Model Y Performance: $57,990 – up $500 https://t.co/e4GhQ0tj4H pic.twitter.com/TCWqr3oqiV— TESLARATI (@Teslarati) May 16, 2026
Base models remain untouched to preserve affordability. The entry-level Model Y RWD holds steady at $39,990, and the base Model Y AWD stays at $41,990. This selective approach keeps the crossover accessible for budget-conscious buyers while extracting more revenue from higher-margin configurations.
After years of aggressive price cuts to stimulate volume amid slowing EV adoption and rising competition from rivals like BYD, Ford, and GM, Tesla appears confident in underlying demand. Recent lineup refreshes for the 2026 Model Y, including refreshed styling and efficiency gains, have helped maintain its status as America’s best-selling EV.
By protecting base prices, Tesla avoids alienating price-sensitive customers while improving margins on the more popular variants.
Tesla Model Y ownership review after six months: What I love and what I don’t
For consumers, the changes are relatively modest—under 3% on affected trims—and still position the Model Y competitively against gas-powered SUVs in the same class. Federal tax credits and potential state incentives may further offset costs for eligible buyers.
This marks a subtle but notable shift from the deep discounting era that defined much of 2024 and 2025. As the EV market matures into 2026, Tesla’s pricing strategy will be closely watched for clues about production ramps, new variants like the rumored longer-wheelbase Model Y, and broader profitability goals.
In short, today’s adjustment reflects a company that remains dominant yet pragmatic—willing to test higher pricing where demand supports it. It is unlikely to deter consumers from choosing other options.
Elon Musk cannot be fired from SpaceX, and there’s a reason for that.
In a blunt post on X on Friday, Elon Musk confirmed plans to structurally shield his leadership at SpaceX, ensuring he cannot be fired while tying a potential trillion-dollar compensation package to the company’s long-term goal of establishing a self-sustaining colony on Mars.
Yes, I need to make sure SpaceX stays focused on making life multiplanetary and extending consciousness to the stars, not pandering to someone’s bullshit quarterly earnings bonus!
Obviously, IF SpaceX succeeds in this absurdly difficult goal, it will be worth many orders of…
— Elon Musk (@elonmusk) May 15, 2026
The revelation stems from a Financial Times report detailing SpaceX’s intention to restructure its governance and compensation framework. The moves are designed to protect Musk’s control and align his incentives with the company’s founding mission rather than short-term financial pressures. Musk’s reply left no ambiguity:
“Yes, I need to make sure SpaceX stays focused on making life multiplanetary and extending consciousness to the stars, not pandering to someone’s bullshit quarterly earnings bonus!”
He added that success in this “absurdly difficult goal” would generate value “many orders of magnitude more than the economy of Earth,” though he cautioned that the journey will not be smooth. “Don’t expect entirely smooth sailing along the way,” Musk wrote.
The strategy reflects Musk’s deep concerns about how public-market expectations could derail SpaceX’s core objective. Founded in 2002, SpaceX has repeatedly stated its purpose is to reduce the cost of space travel and ultimately make humanity a multiplanetary species.
Unlike Tesla, which went public in 2010 and has faced repeated battles over Musk’s compensation and board influence, SpaceX remains privately held. Musk has long resisted taking the rocket company public precisely to avoid the quarterly earnings treadmill that forces most CEOs to prioritize short-term stock performance over ambitious, high-risk projects.
By embedding protections against his removal and linking any outsized pay package to verifiable milestones—such as a functioning Mars colony—SpaceX aims to insulate its leadership from activist investors or board members who might demand faster profits or safer bets.
Musk has referenced past experiences, including his ouster from OpenAI and shareholder lawsuits at Tesla, as cautionary tales. In those cases, he argued, external pressures risked diluting the original vision.
Critics may view the arrangement as excessive, especially given Musk’s already substantial voting power and wealth. Supporters, however, argue it is a necessary safeguard for a company pursuing goals measured in decades rather than quarters. Achieving a Mars colony would require sustained investment in Starship development, orbital refueling, life-support systems, and in-situ resource utilization—technologies that may deliver no immediate financial return.
Musk’s post underscores a broader philosophical point: true breakthrough innovation often demands tolerance for volatility and a willingness to ignore conventional business wisdom. As SpaceX prepares for increasingly ambitious Starship test flights and eventual crewed missions, the new governance structure signals that the company’s North Star remains unchanged—humanity’s expansion beyond Earth.
Whether the trillion-dollar package materializes depends on execution, but Musk’s message is clear: SpaceX exists to reach the stars, not to chase the next earnings beat. For investors or employees who share that vision, the protections are not a perk—they are a prerequisite for success.
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Tesla discloses two Robotaxi crashes to NHTSA
Newly unredacted data filed with the National Highway Traffic Safety Administration (NHTSA) reveals the two incidents.
Tesla has disclosed information on two low-speed crashes that occurred in Austin with its Robotaxi platform. These incidents occurred with teleoperators steering the vehicle, and there were no passengers in the car at the time they happened.
Newly unredacted data filed with the National Highway Traffic Safety Administration (NHTSA) reveals the two incidents.
The first crash took place in July 2025, shortly after Tesla launched its nascent Robotaxi network in Austin. The ADS reportedly struggled to move forward while stopped on a street. A teleoperator assumed control, gradually accelerating and turning left toward the roadside. The vehicle then mounted the curb and struck a metal fence.
In the second incident, in January 2026, the ADS was traveling straight when the safety monitor requested navigation support. The teleoperator took over from a stop, continued forward, and collided with a temporary construction barricade at approximately 9 mph, scraping the front-left fender and tire.
Tesla Robotaxi service in Austin achieves monumental new accomplishment
Tesla has previously told lawmakers that teleoperators are authorized to pilot vehicles remotely—but only at speeds below 10 mph, as the only maneuvers they were approved to perform were repositioning in awkward areas.
“This capability enables Tesla to promptly move a vehicle that may be in a compromising position, thereby mitigating the need to wait for a first responder or Tesla field representative to manually recover the vehicle,” the company stated in filings earlier this year.
Before this week, Tesla redacted the NHTSA reports, but they decided to reveal all 17 Robotaxi incidents recorded since the launch in Austin last Summer. Most of the other crashes involved the Tesla being struck by other road users and were not caused by the self-driving suite itself.
There were other incidents, including two additional self-caused accidents involving the ADS clipping side mirrors on parked cars. In September 2025, one Robotaxi struck a dog that darted into the roadway (the dog escaped unharmed), while another made an unprotected left turn into a parking lot and hit a metal chain.
Although Waymo and Zoox have reported more total crashes, Tesla operates at a far smaller scale. The cautious pace reflects the company’s broader safety concerns; it has been very slow with the Robotaxi rollout to ensure the suite is ready for operation.
Last month, CEO Elon Musk acknowledged that “making sure things are completely safe” remains the primary bottleneck to expanding the network, describing the company’s approach as “very cautious.”
The unredacted filings arrive amid heightened regulatory scrutiny of autonomous vehicles. NHTSA recently closed a separate probe into Tesla’s Full Self-Driving software repeatedly striking parking-lot obstacles such as bollards and chains—a problem that also prompted a recall at Waymo last year.
Tesla Robotaxi has been a widely successful program in its early days of operation, and the transparency Tesla brings here is greatly appreciated. Incidents will happen, of course, but the honesty gives customers and regulators a sense of where Tesla is in terms of developing its self-driving and fully autonomous ride-hailing suite.
Tesla Model Y prices just went up for the first time in two years
Elon Musk explains why he cannot be fired from SpaceX
