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The Tesla Semi’s economical advantage is frighteningly underestimated

The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)

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The Tesla Semi has its own fair share of critics, and even today, some notable voices such as Microsoft co-founder Bill Gates believe that the Class 8 all-electric truck is not feasible. When one looks at the currently available information about the upcoming vehicle, however, one would see that the Tesla Semi is vastly underestimated. 

One of the key criticisms surrounding the Tesla Semi is its weight, which skeptics would claim is far too much to be economically viable. Tesla has not shared any specifics surrounding the Semi’s weight, though the company did note that the vehicle consumes less than 2 kWh per mile. As noted by the OBF in a YouTube video, this would translate to the Semi likely having a battery that’s roughly around 600 kWh to 1,000 kWh, depending on whether the vehicle features a 300 or 500-mile range. 

Credit: teslasemi_/Instagram

Considering that Tesla’s 100 kWh batteries typically weigh around 1,300 lbs, it could then be inferred that the Semi’s battery pack would weigh around 7,800 to 13,000 lbs. This is assuming that the Semi is equipped with the same batteries that Tesla had when the Class 8 truck was unveiled. If Tesla’s 4680 cells are involved, this weight could be optimized further, considering that the company’s custom batteries are lighter and more powerful. 

Traditional diesel semitrailers typically weigh around 15,000 to 25,000 lbs, which means that the Semi would likely be at a disadvantage weight-wise. To address this disadvantage, Tesla would have to ensure that the rest of the Semi is made with light and durable materials. Tesla’s extensive experience as an EV maker plays a huge part in this, as the company could use all that it has learned during the design and rollout of the Model S,3,X,Y lineup to optimize the Semi’s weight. 

If Tesla’s estimates are correct and its new 4680 batteries are lighter, and if the electric car maker uses innovations such as a structural battery pack on the Semi, the weight disadvantage of the Class 8 truck against diesel rivals becomes much smaller. Couple this with the fact that the Semi’s electric motors weigh far less than a large diesel engine and the all-electric Class 8 long hauler becomes a very compelling alternative to traditional semitrailers. Even the Semi’s higher price, which is expected to start at $180,000, becomes a moot point considering that electric vehicles need far less maintenance over their lifetime. 

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But this is not all. The Semi also stands to benefit from Tesla’s work with its Full Self-Driving suite, whose inner-city driving features are currently being rolled out to its initial batch of testers. Features such as Navigate on Autopilot, which would be incredibly useful for operators of the Tesla Semi, have already become refined over the years, and it would likely only take a matter of time before inner-city driving reaches the same state. When it does, capabilities that are unique to the Semi, such as its Convoy Mode, would likely become a “killer feature” that would make the vehicle a no-brainer against the competition. 

Watch the OBF’s take on the economics of the Tesla Semi in the video below. 

Don’t hesitate to contact us for news tips. Just send a message to tips@teslarati.com to give us a heads up.

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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 saves its passengers again – This time after a 300-foot cliff fall in Malibu

A Tesla Model 3 fell 300 feet off a Malibu cliff and both passengers survived.

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A Tesla Model 3 plunged roughly 300 feet off a cliff on Mulholland Highway in Malibu on Friday morning, May 29, 2026, and both occupants survived. The crash was reported at approximately 7:30 a.m. near the 2500 block of Mulholland Highway, triggering a multi-agency rescue operation involving Malibu Search and Rescue, the Los Angeles County Fire Department, the California Highway Patrol, and McCormick Ambulance.

When first responders arrived, the male driver was outside the vehicle shouting for help while the female passenger remained pinned inside the Tesla. Rescue crews rappelled down the cliffside on ropes to reach the wreckage. A flight medic was lowered by helicopter to begin treating both victims, and the driver was hoisted up to the roadway before crews used the Jaws of Life to free the trapped passenger. Both were airlifted to a local trauma center with moderate injuries despite a remarkable result for a fall that steep.

The outcome is not surprising, considering Model 3 earned an overall 5-star rating from NHTSA in every category and sub-category, and recorded the lowest probability of injury of any car ever evaluated by the U.S. New Car Assessment Program. The absence of a traditional engine in the front of the vehicle creates a longer crumple zone that absorbs impact energy before it reaches occupants, and the battery pack running along the floor gives the car an unusually low center of gravity that reinforces structural rigidity.

This is not the first time a Tesla has kept passengers alive after going off a cliff. A Tesla Model Y carrying a family of four survived a plunge off a cliff at Devil’s Slide near San Francisco in January 2023, with two adults and two children walking away from a 250-foot fall. That incident drew widespread attention to how the structural integrity of Tesla’s electric platform performs in extreme crash scenarios that most vehicles would not survive.

Tesla Model Y driver who drove off cliff with family attempts to avoid criminal conviction

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Tesla Full Self-Driving expansion in Europe continues with new addition

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Credit: Tesla

Tesla Full Self-Driving (Supervised) has taken yet another significant step forward in Europe. On May 29, Estonia became the third European Union country to approve the advanced driver-assistance technology, following approvals in the Netherlands and Lithuania.

Tesla Europe announced the news on X, confirming the expansion has continued across the continent that, at one time, seemed to be taking its sweet old time giving any approval to the FSD suite.

Estonia’s Transport Administration (Transpordiamet) granted the approval by recognizing the type certification issued by the Dutch vehicle authority RDW. This mutual recognition mechanism, enabled by EU regulations, allows other member states to fast-track deployment without repeating extensive local testing.

The Estonian authority noted that Tesla’s FSD had undergone rigorous evaluation on European roads for approximately 18 months before the initial Dutch approval in April 2026.

FSD Supervised remains classified as a Level 2 advanced driver-assistance system (ADAS). Drivers must maintain full attention, keep their hands on the wheel, and stay ready to intervene at any moment.

The system assists with tasks such as automatic lane changes, navigation through city streets, and responding to traffic objects, but it does not constitute full autonomy. Estonian officials emphasized this distinction, underscoring that safety responsibility lies entirely with the driver.

The rapid progression across the Baltic region highlights Tesla’s strategic approach to European expansion. The Netherlands provided the foundational type approval in April, unlocking doors for neighboring countries.

Lithuania followed swiftly in mid-May, with rollout beginning shortly thereafter. Estonia’s decision, coming just days later, demonstrates how smaller, digitally progressive nations are accelerating adoption.

Tesla owners in Estonia can expect an over-the-air software update in the coming weeks, bringing the latest FSD capabilities to compatible vehicles

This expansion builds on Tesla’s global momentum. FSD Supervised is now available in 11 countries worldwide, including the United States, Canada, Australia, and South Korea. In Europe, the approvals signal growing regulatory confidence in Tesla’s vision-based AI approach, which relies on cameras and neural networks rather than lidar or radar-heavy alternatives used by some competitors.

For Tesla, these European milestones are more than symbolic. They validate years of data collection and software iteration while opening new revenue streams through FSD subscriptions and purchases.

As the company continues refining its AI models with real-world miles from diverse driving environments, including Estonia’s variable winter conditions, the dataset grows richer, potentially benefiting global users.

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Elon Musk

Elon Musk strikes down reports on SpaceX IPO rumors

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Credit: Grok

Elon Musk has firmly denied recent media reports suggesting that SpaceX has reduced its target valuation for an upcoming initial public offering.

The denial came directly from the SpaceX and Tesla frontman on his social media platform X, where he responded with a single word, “False,” to a post from ZeroHedge that cited Bloomberg sources.

This swift rebuttal underscores Musk’s ongoing effort to manage speculation surrounding one of the most anticipated market debuts in recent history.

According to the disputed reports, SpaceX had lowered its IPO valuation goal to at least $1.8 trillion from previous ambitions exceeding $2 trillion.

The claims emerged amid growing anticipation for the company’s confidential S-1 filing, which positions it for a potential public listing as early as June.

Some had pointed to strong revenue growth, particularly from the Starlink satellite internet service, which contributed heavily to the firm’s 2025 figures of $18.7 billion. Yet challenges persist in other areas, including substantial investments and losses tied to ambitious projects like Starship development and artificial intelligence initiatives, which plan to make life multiplanetary eventually.

Musk’s response highlights a pattern in which he actively counters what he views as inaccurate portrayals of his companies’ trajectories.

SpaceX, already valued privately at extraordinary levels, stands as a cornerstone of Musk’s empire alongside Tesla and xAI. The entrepreneur has long emphasized the transformative potential of reusable rockets and global broadband access, factors that fuel investor enthusiasm despite operational hurdles.

By rejecting the valuation downgrade narrative, Musk signals confidence in SpaceX’s fundamentals and its readiness for public markets on terms favorable to its long-term vision. People have been waiting a very long time to invest in SpaceX, and the valuation, as well as the introductory share price, is not going to need adjusting.

They’ll have plenty of suitors.

SpaceX just filed for the IPO everyone was waiting for

This episode reflects broader dynamics in the technology sector, where rumors often swirl around high-profile entities. Musk’s direct engagement with media narratives serves to maintain transparency and control the narrative around his ventures.

As SpaceX prepares for greater scrutiny in public markets, the founder’s denial reinforces optimism about its prospects. Supporters argue that the company’s innovative edge positions it for enduring success, far beyond short-term valuation debates. With the denial now public, attention turns to forthcoming regulatory filings that could provide clearer insights into SpaceX’s strategy and financial health.

The coming weeks promise to reveal more about how SpaceX will transition into a publicly traded powerhouse.

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