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Tesla Semi spotted by fans ahead of Golden Gate Bridge crossing

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Tesla recently shared a short video clip of the silver Semi stealthily gliding over the Golden Gate Bridge while hauling a trailer on the way to Santa Rosa, CA.

The video clip of the silver Semi, with trailer in tow, was shared on Twitter, where it caused quite a conversation among Tesla’s followers on the platform. Some remarked that the vehicle was unearthly in its silence despite seemingly traveling at near-highway speed. Others jested that the way the Semi glided over the Golden Gate Bridge almost made the vehicle look like a computer-generated image, prompting a lighthearted response from Tesla’s Twitter account assuring that the footage was indeed real

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In a follow-up clip featuring the electric truck heading to the Golden Gate Bridge, the logo of Xtra Lease Trailers was visible on the Semi’s cargo, suggesting that Tesla could be a client of the leasing company. Xtra Lease Trailers, a Berkshire Hathaway Company based on St. Louis, MO, is among the United States’ most prolific trailer lease providers, with a fleet of 85,000 trailers to date. 

A Tesla fan has also shared an image of the Semi on Twitter just as it was about to enter the Golden Gate Bridge. Just like in recent sightings, such as the one near the LA Service Center — a place that holds historical significance to the company. 

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https://twitter.com/beau/status/1009475724191731717

While the Elon Musk-led company did not specify the purpose of the Semi’s trip to Santa Rosa on its Twitter video, Tesla’s VP of Truck Programs Jerome Guillen noted in his LinkedIn profile that the footage was taken last week, and that the trip was conducted to visit “some great local customers.”

Guillen and the team currently testing the Tesla Semi have been spotted in several areas of the United States, especially in the route between the company’s Fremont, CA factory and the Sparks, NV Gigafactory. As stated by Elon Musk earlier this year, Tesla is now using the two electric trucks as part of its fleet tasked with transporting Model 3 battery packs from Gigafactory 1 to Fremont. The two massive electric vehicles have also been spotted in the route between Tesla’s headquarters in Palo Alto, CA and the Fremont.

The Tesla Semi has been well-received by several prolific transport and trucking companies, both in the United States and abroad. During the company’s Q1 2018 earnings call, Tesla CEO Elon Musk and CTO JB Straubel noted that there are roughly 2,000 reservations for the electric long-hauler to date. So far, companies that have publicly announced their orders for the vehicle include companies such as PepsiCo, FedEx, and UPS in the United States and Bee’ah from the United Arab Emirates.

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Over the past few months, the Tesla Semi has also been spotted visiting the site of several key reservation holders, such as Anheuser-Busch in St. Louis, MO. The electric truck was also demoed for PepsiCo employees in Dallas, TX. The black Tesla Semi, speculated to be the short-range variant of the vehicle, was also spotted being transported at a highway near Des Moines, IA, close to the headquarters of Ruan Transportation Management Systems, another one of the Semi’s reservation holders.

Some companies with reservations for the Tesla Semi are currently working with Tesla to set up a charging network for the massive long-haulers. Dubbed as the Megachargers, the Tesla Semi charging stations will be installed at key locations that are frequently traveled by fleet operators. This would enable truck drivers to travel between facilities without having to recharge each time they load and unload cargo.

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 adds a new feature to Navigation in preparation for a new vehicle

After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.

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Credit: Uber

Tesla has added a new feature to its Navigation and Supercharger Map in preparation for a new vehicle to hit the road: the Semi.

After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.

Elon Musk confirms Tesla Semi will enter high-volume production this year

One of those changes has been the newly-released information regarding trim levels, as well as reports that Tesla has started to reach out to customers regarding pricing information for those trims.

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Now, Tesla has made an additional bit of information available to the public in the form of locations of Megachargers, the infrastructure that will be responsible for charging the Semi and other all-electric Class 8 vehicles that hit the road.

Tesla made the announcement on the social media platform X:

Although it is a minor development, it is a major indication that Tesla is preparing for the Semi to head toward mass production, something the company has been hinting at for several years.

Nevertheless, this, along with the other information that was released this week, points toward a significant stride in Tesla’s progress in the Semi project.

Now that the company has also worked toward completion of the dedicated manufacturing plant in Sparks, Nevada, there are more signs than ever that the vehicle is finally ready to be built and delivered to customers outside of the pilot program that has been in operation for several years.

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For now, the Megachargers are going to be situated on the West Coast, with a heavy emphasis on routes like I-5 and I-10. This strategy prioritizes major highways and logistics hubs where freight traffic is heaviest, ensuring coverage for both cross-country and regional hauls.

California and Texas are slated to have the most initially, with 17 and 19 sites, respectively. As the program continues to grow, Florida, Georgia, Illinois, Washington, New York, and Nevada will have Megacharger locations as well.

For now, the Megachargers are available in Lathrop, California, and Sparks, Nevada, both of which have ties to Tesla. The former is the location of the Megafactory, and Sparks is where both the Tesla Gigafactory and Semifactory are located.

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Tesla stock gets latest synopsis from Jim Cramer: ‘It’s actually a robotics company’

“Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session,” Cramer said.

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Credit: Tesla Optimus/X

Tesla stock (NASDAQ: TSLA) got its latest synopsis from Wall Street analyst Jim Cramer, who finally realized something that many fans of the company have known all along: it’s not a car company. Instead, it’s a robotics company.

In a recent note that was released after Tesla reported Earnings in late January, Cramer seemed to recognize that the underwhelming financials and overall performance of the automotive division were not representative of the current state of affairs.

Instead, we’re seeing a company transition itself away from its early identity, essentially evolving like a caterpillar into a butterfly.

The narrative of the Earnings Call was simple: We’re not a car company, at least not from a birds-eye view. We’re an AI and Robotics company, and we are transitioning to this quicker than most people realize.

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Tesla stock gets another analysis from Jim Cramer, and investors will like it

Tesla’s Q4 Earnings Call featured plenty of analysis from CEO Elon Musk and others, and some of the more minor details of the call were even indicative of a company that is moving toward AI instead of its cars. For example, the Model S and Model X will be no more after Q2, as Musk said that they serve relatively no purpose for the future.

Instead, Tesla is shifting its focus to the vehicles catered for autonomy and its Robotaxi and self-driving efforts.

Cramer recognizes this:

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“…we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past. And according to CEO Elon Musk, the future of this company comes down to Cybercabs and humanoid robots. Stock fell more than 3% the next day. That may be because their capital expenditures budget was higher than expected, or maybe people wanted more details from the new businesses. At this point, I think Musk acolytes might be more excited about SpaceX, which is planning to come public later this year.”

He continued, highlighting the company’s true transition away from vehicles to its Cybercab, Optimus, and AI ambitions:

“I know it’s hard to believe how quickly this market can change its attitude. Last night, I heard a disastrous car company speak. Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session. I didn’t like it as a car company. Boy, I love it as a Cybercab and humanoid robot juggernaut. Call me a buyer and give me five robots while I’m at it.”

Cramer’s narrative seems to fit that of the most bullish Tesla investors. Anyone who is labeled a “permabull” has been echoing a similar sentiment over the past several years: Tesla is not a car company any longer.

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Instead, the true focus is on the future and the potential that AI and Robotics bring to the company. It is truly difficult to put Tesla shares in the same group as companies like Ford, General Motors, and others.

Tesla shares are down less than half a percent at the time of publishing, trading at $423.69.

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SpaceX secures win as US labor board drops oversight case

The NLRB confirmed that it no longer has jurisdiction over SpaceX.

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Credit: SpaceX

SpaceX scored a legal victory after the National Labor Relations Board (NLRB) decided to dismiss a case which accused the company of terminating engineers who were involved in an open letter against founder Elon Musk. 

The NLRB confirmed that it no longer has jurisdiction over SpaceX. The update was initially shared by Bloomberg News, which cited a letter about the matter it reportedly reviewed.

In a letter to the former employees’ lawyers, the labor board stated that the affected employees were under the jurisdiction of the National Mediation Board (NMB), not the NLRB. As a result, the labor board stated that it was dismissing the case.

As per Danielle Pierce, a regional director of the agency, “the National Labor Relations Board lacks jurisdiction over the Employer and, therefore, I am dismissing your charge.”

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The NMB typically oversees airlines and railroads. The NLRB, on the other hand, covers most private-sector employers, as well as manufacturers such as Boeing. 

The former SpaceX engineers have argued that the private space company did not belong under the NMB’s jurisdiction because SpaceX only offers services to “hand-picked customers.” 

In an opinion, however, the NMB stated that SpaceX was under its jurisdiction because “space transport includes air travel” to get to outer space. The mediation board also noted that anyone can contact SpaceX to secure its services.

SpaceX had previously challenged the NLRB’s authority in court, arguing that the agency’s structure was unconstitutional. Jennifer Abruzzo, the NLRB general counsel under former United States President Joe Biden, rejected SpaceX’s claims. Following Abruzzo’s termination under the Trump administration, however, SpaceX asked the labor board to reconsider its arguments. 

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SpaceX is not the only company that has challenged the constitutionality of the NLRB. Since SpaceX filed its legal challenge against the agency in 2024, other high-profile companies have followed suit. These include Amazon, which has filed similar cases that are now pending.

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