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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.
Elon Musk
Elon Musk’s next Uranium in Uranus merch is Boring Company’s weirdest tease yet
Elon Musk teased a glowing new Boring Company merch idea, complete with a Geiger counter.
Elon Musk teased the next piece of Boring Company merchandise on X Saturday, and it is exactly as unserious as fans of the company’s product history have come to expect. “The next @boringcompany merch will put Uranium in Uranus,” Musk wrote in a thread posted early Saturday morning. He followed up by explaining that the item would glow in the dark, “because otherwise how could you find it,” and that a Geiger counter would be sold separately as “an optional strap-on.”
Musk closed the thread with a line that doubles as a mission statement for the tunneling company’s merchandise arm: “It’s not easy coming up with something that is both outrageously unsellable and yet extremely popular.”
The Boring Company has built a small but consistent side business out of novelty items that start as jokes and end up selling out. The company’s Not-a-Flamethrower raised roughly $10 million in a few days back in 2018, moving all 20,000 units it produced. Its Burnt Hair perfume, priced around $100 a bottle, sold out fast enough that scalpers were flipping units on eBay for ten times the retail price. Boring Bricks, made from tunneling spoil, followed the same playbook of teasing a product on X months before it became real.
Musk has not said what the actual item will be, only that it involves uranium and glows in the dark. Given the pattern, that vagueness is probably intentional. Past merch announcements have started as one-line jokes and taken weeks or months to turn into an actual product listing on the company’s site, and there is no guarantee this one follows through at all.
The timing lines up with a period of real momentum for the Boring Company outside of the joke merchandise. The company said last week it plans to double the number of operational stations on its Vegas Loop by the end of the year, a target tied to a hiring push for drivers and operations managers. Prufrock-5, one of the company’s tunnel boring machines, also just wrapped a test tunnel in Bastrop, Texas, and is expected to relaunch on its next assignment in November.
Whether the uranium joke turns into an actual product remains to be seen. Musk’s post did not include a price, a shipping date, or even a name for the item, which has historically meant a Boring Company website page goes up quietly, password protected, sometime before an announcement.
News
NASA taps SpaceX for more astronaut missions as Boeing Starliner remains grounded
NASA just gave SpaceX a $946 million contract for three more astronaut missions through 2030.
NASA has awarded SpaceX a $946 million contract modification covering three more astronaut missions to the International Space Station, according to an announcement the agency published Friday. The award adds Crew-15, Crew-16, and Crew-17 to SpaceX’s existing Commercial Crew Transportation Capability contract, bringing the agreement’s total value to $5.92 billion across 17 flights.
SpaceX confirmed the award on X, writing that it was excited for Falcon 9 and Dragon to launch NASA’s Crew-15, 16, and 17 missions to the Space Station from Florida. The new missions cover ground, launch, in orbit, and return operations, along with cargo transport and a lifeboat capability while docked at the station, and the period of performance runs through 2030.
We’re excited for Falcon 9 and Dragon to launch @NASA’s Crew-15, 16, and 17 missions to the @Space_Station from Florida https://t.co/Qm16vVK9F3 pic.twitter.com/drg3s7GtuM
— SpaceX (@SpaceX) September 18, 2026
The award follows a notice of intent NASA issued in May, when the agency first signaled it would purchase up to six additional post certification missions from SpaceX. Teslarati covered that filing at the time, noting NASA cited technical issues and schedule delays encountered by Boeing as a driving factor. Friday’s contract modification locks in three of those six missions, with the remaining three left open for NASA to award later, potentially to Boeing if Starliner clears certification.
Boeing’s CST-100 Starliner has still not flown an operational crew rotation mission for NASA. The spacecraft’s most recent crewed test flight in 2024 ended without the astronauts returning aboard Starliner, and the company has spent the time since working through thruster problems. SpaceX President Gwynne Shotwell said this week that SpaceX is not retiring Crew Dragon today, for sure, while stopping short of committing to fly it past 2030.
Crew-12 is currently docked at the space station, and NASA has said Crew-13 is targeting a launch in the coming weeks. The newly awarded Crew-15 through Crew-17 missions extend SpaceX’s role as NASA’s primary way of getting astronauts to and from orbit well into the back half of the decade, regardless of what happens with Starliner or Starship in the meantime.
Investor's Corner
New drone video shows Tesla’s Optimus Factory reaching a turning point
New drone footage shows Tesla’s dedicated Optimus factory steel frame nearing completion at Giga Texas.
Tesla’s dedicated Optimus factory at Gigafactory Texas is closing in on a finished steel frame, according to drone footage posted Thursday afternoon by longtime site observer Joe Tegtmeyer. In the video, Tegtmeyer said structural steel assembly is now about five column grids away from reaching the building’s north perimeter beam, putting the primary skeleton in its final stretch roughly six months after Tesla broke ground on the North Campus site in late March.
The Giga Texas Optimus Factory latest update … construction keeps moving fast!
Steel assembly is now only about 5 column grids from the north perimeter beam. Concrete is going in on the three upper floors, rebar is still being laid for more pours, and footing / grade-beam work… pic.twitter.com/qvFPvwnYzW
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) September 17, 2026
Tegtmeyer’s footage shows concrete already going in on three upper floors while crews continue laying rebar and pouring grade beam footings at ground level. That kind of parallel work, steel rising at one end of the site while concrete sets at the other, is a scheduling approach Tesla used at the original Giga Texas building and appears to be repeating here to save time before the plant’s targeted 2027 production start.
Teslarati has tracked the building’s progress since Tesla confirmed construction was officially underway in May, when the first steel structure went up on what was then bare, reclaimed land. The facility is part of a more than 5.2 million square foot expansion of Giga Texas’s North Campus that Tesla has said will eventually run nearly the length of the existing vehicle factory, over 4,000 feet, while sitting somewhat narrower. Musk has pegged the long term output target at 10 million Optimus units a year once the line is running at full capacity, a volume that would dwarf the one million unit pilot line Tesla is standing up separately at its Fremont, California factory.
Tesla Giga Texas to feature massive Optimus V4 production line
The Texas facility sits alongside another major buildout on the same campus. Terafab, the joint Tesla and SpaceX chip fabrication plant that will eventually supply the silicon running Optimus units in the field. Housing robot assembly and chip production on the same grounds is a deliberate supply chain decision, cutting down on the shipping and lead time that would otherwise sit between the two.
Tesla has not given an updated timeline beyond its previously stated goal of bringing high volume Optimus production online at the site in the summer of 2027. Fremont’s smaller pilot line began mass producing the current Gen 3 robot in January, with that plant expected to build tens of thousands of units this year primarily to generate the real world data Tesla needs to refine the robot’s software before Giga Texas ramps up. Six months of visible construction progress, tracked almost entirely through Tegtmeyer’s recurring drone flights, gives the clearest outside look yet at how seriously Tesla is treating that 2027 deadline.
Elon Musk’s next Uranium in Uranus merch is Boring Company’s weirdest tease yet
NASA taps SpaceX for more astronaut missions as Boeing Starliner remains grounded
