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Tesla Semi First Delivery News Roundup [Live Coverage]
Tesla just kicked off the Semi’s first delivery event! It took some time, but the Tesla Semi is officially hitting the road.
Teslarati will be closely covering the Tesla Semi first delivery event so stay tuned. If you didn’t get an invite, you can still join the festivities online. The link to the Tesla Semi’s first delivery event is below.
Pre-Event Displays and Observations
Guests are slowly making their way throughout the event, taking photos of all the displays Tesla has prepared for them. Tesla will be using the Semi’s trailer bed as the stage of the event.
Tesla just tweeted about the event and shared the link to its livestream, signaling that it will start very soon. Now people can watch the event right on Twitter. People are already gathering in front of the stage.
Tesla Semi First Delivery Event Presentation
ELon Musk has arrived inside a Tesla Semi.
“I can’t believe its been five years,” Elon Musk said. “We’re excited to release our first production Tesla Semi trucks.”
Musk noted that the event is taking place right next to Tesla Giga Nevada where the Semi’s drive units and other parts are made. Guests were given the chance to tour the Tesla Semi production line before the event.
Why build the Tesla Semi?
Musk further explains that Tesla is producing a variety of vehicles to accomplish its main goal: to bring about the advent of sustainable energy. He noted that the Tesla Semi production was critical to the company’s mission. He explained that Class 8 trucks make up only 1% of vehicles in the United States, but contributes 20% of U.S. vehicle emissions and 36% of U.S. vehicle particulate emissions.
“At Tesla we don’t make slow cars. This thing has crazy power relative to a diesel truck,” Musk said.
The Tesla Semi: It’s a Beast
The Tesla Semi has 3x the power than other diesel trucks on the road. It has a 1000 volt powertrain, uses Tesla’s innovative heat pump system, and infotainment system as well. The Semi is essentially using the Plaid’s powertrain. It’s equipped with a tri-motor powertrain, delivering a smooth driving experience–both in terms of acceleration and deceleration. It weighs 82,000 pounds.
“I find it amazing that this enormous thing can be powered by something you can carry in your hand,” commented Elon Musk.
Regenerative braking and the Semi’s traction control make truck driving safer and more efficient. On November 25, the Tesla Semi drove 500 miles without charging during the drive. The Semi is shaped like a bullet, making it more aerodynamic.
The Tesla Semi also is built with the driver in mind. There’s a wireless charging pad for their phones, ports for their wires, plenty of space, and enough cargo space.
The company has tested the Semi throughout all kinds of weather, testing its durability. Tesla also developed a MW charger to charge the Semi which will also be used for the Cybertruck. The MW charger will be coming to the Supercharger Network.
Tesla will be using the Semi in its own factories, showing the confidence it has in the Class 8 truck. By using the trucks, Tesla will also be closing its feedback loop, which will help the company improve the Semi moving forward.
PepsiCo and the Tesla Semi
Pepsi representatives thanks Tesla, especially the people for working hard on the Semi. Pepsi also had a surprise for guests at the event, providing snacks from everyone–delivered by the Tesla Semi, of course.
And that’s a wrap. Hope you enjoyed our coverage and join us again for the next big Tesla event!
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.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
