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Tesla Semi First Delivery News Roundup [Live Coverage]

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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.

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“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.

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“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.

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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!

Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Tesla Full Self-Driving v14 ‘Lite’ Release Notes: new capabilities and features

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(Credit: Megan Gale/Twitter)

Tesla released the Full Self-Driving v14 ‘Lite’ suite to owners of Hardware 3 or AI3 vehicles today, adding several new features to the vehicles that were once believed to be capable of unsupervised self-driving.

Now, Tesla has released this modified suite to older Tesla vehicles, adding plenty of new features and capabilities.

Here are the full release notes for the suite:

  • Distilled the intelligence from HW4 V14 into HW3. This allows HW3 to directly learn how to handle scenarios using HW4 V14 as a guide. This process unlocks the improvements that have been made to HW4 including Reinforcement Learning (RL) and offline models for HW3.
  • Improved both proactive and reactive responsiveness across a wide variety of categories including navigation handling, merges and forks, pedestrian interactions, traffic lights, and vehicle cut-in scenarios.
  • Improved general comfort in nominal scenarios through fewer false slowdowns, smoother steering and more consistent lane centering.
  • Introduced parking, unparking, and reversing capabilities.
  • Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, or at the Curbside.
  • Speed Profiles are now available at all times, to further customize driving style preference.

These improvements, according to Tesla’s Head of AI, Ashok Elluswamy, help distill the driving behavior from AI4’s v14 series into both the camera and compute configurations of AI3.

Tesla Full Self-Driving v14 ‘Lite’ for older cars finally gets released

He added:

“It includes destination options and speed profiles on city roads, but more importantly significantly improved safety. We hope you’ll enjoy it, once the build ships wide.”

Tesla will continue to roll out the v14 Lite suite more widely in the coming weeks, the company said.

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Tesla Full Self-Driving v14 ‘Lite’ for older cars finally gets released

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tesla model 3 model y
Credit: Tesla Inc.

Tesla has finally released its Full Self-Driving v14 ‘Lite’ suite for older cars that equip the Hardware 3 or AI 3 chip, which have not been able to handle the newest versions of the company’s driver assistance software.

Tesla officially started releasing the v14 Lite suite to owners in the Early Access Program last night. The company’s Head of AI, Ashok Elluswamy, said that the rollout will continue over the next few weeks. The build distills the driving behavior from AI4’s v14 series into both the camera and compute configurations of an AI3 car.

It also includes a variety of new features that were available to AI4 cars running v14, including:

  • Start Self-Driving from Park
  • Arrival and Parking Options
  • Speed Profiles

The release is highly anticipated because those owners with AI3 vehicles were early adopters into the FSD platform and were promised that their cars would be capable of achieving Full Self-Driving.

However, Tesla CEO Elon Musk admitted during the company’s recent Q1 Earnings Call that these vehicles would not be capable of achieving unsupervised Full Self-Driving, which is what Tesla had originally said.

Owners were not pleased with this answer, or the idea that their commitment to buying the suite outright for thousands of dollars would not yield the ability to drive without operating the car. Tesla gave some solutions for this, including a discount on a new car, or an upgrade to an AI4 or AI5 self-driving computer and new, upgraded cameras.

Tesla owners do not seem pleased with these options, as they require giving the company more money.

Nevertheless, it is important to note that Tesla came through for owners here by releasing v14 Lite before the end of Q2, something it had promised owners during the previous Earnings Call. Tesla has had trouble keeping up with timelines, but this is a big achievement for the team.

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Tesla Q2 delivery consensus confirms this long-standing theory

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Credit: Joe Tegtmeyer/X

Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.

For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.

Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.

With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.

For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.

Credit: Tesla

Tesla is also expected to report deployments of 13.8 GWh this quarter.

The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.

Tesla analyst realizes one big thing about the stock: deliveries are losing importance

This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.

Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.

It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.

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