News
Tesla Semi spotted by fans ahead of Golden Gate Bridge crossing
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.
Tesla Semi driving to Santa Rosa pic.twitter.com/5Gdk4WAJcE
— Tesla (@Tesla) June 20, 2018
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.
Tesla Semi driving to Santa Rosa: The Prequel pic.twitter.com/pNnF36qg3A
— Tesla (@Tesla) June 20, 2018
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.
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.
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.
Elon Musk
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
The comment follows reports that the rocket maker is weighing a transaction that could further consolidate Musk’s space and AI ventures.
Elon Musk appeared to confirm reports that SpaceX is exploring a potential merger with artificial intelligence startup xAI by responding positively to a post about the reported transaction on X.
Musk’s comment follows reports that the rocket maker is weighing a transaction that could further consolidate his space and AI ventures.
SpaceX xAI merger
As per a recent Reuters report, SpaceX has held discussions about merging with xAI, with the proposed structure potentially involving an exchange of xAI shares for SpaceX stock. The value, structure, and timing of any deal have not been finalized, and no agreement has been signed.
Musk appeared to acknowledge the report in a brief reply on X, responding “Yeah” to a post that described SpaceX as a future “Dyson Swarm company.” The comment references a Dyson Swarm, a sci-fi megastructure concept that consists of a massive network of satellites or structures that orbit a celestial body to harness its energy.
Reuters noted that two entities were formed in Nevada on January 21 to facilitate a potential transaction for the possible SpaceX-xAI merger. The discussions remain ongoing, and a transaction is not yet guaranteed, however.
AI and space infrastructure
A potential merger with xAI would align with Musk’s stated strategy of integrating artificial intelligence development with space-based systems. Musk has previously said that space-based infrastructure could support large-scale computing by leveraging continuous solar energy, an approach he has framed as economically scalable over time.
xAI already has operational ties to Musk’s other companies. The startup develops Grok, a large language model that holds a U.S. Department of Defense contract valued at up to $200 million. AI also plays a central role in SpaceX’s Starlink and Starshield satellite programs, which rely on automation and machine learning for network management and national security applications.
Musk has previously consolidated his businesses through share-based transactions, including Tesla’s acquisition of SolarCity in 2016 and xAI’s acquisition of X last year. Bloomberg has also claimed that Musk is considering a merger between SpaceX and Tesla in the future.
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
