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The Tesla Semi’s recent Giga 1 sighting highlights its difference from other concept trucks
To say that the Tesla Semi ruffled some feathers when it was unveiled last year is an understatement. Prior to the reveal of all-electric truck, questions were abounding about its viability as an alternative to conventional diesel-powered long-haulers. Even after the Semi’s specs and performance were announced, the vehicle still attracted a lot of skepticism.
During an event for Daimler’s e-Actos electric truck, for example, the company’s Head of Trucks, Martin Daum, noted that Elon Musk’s claims about the Semi’s 300 and 500-mile range are farfetched. Citing limitations in battery tech, Daum stated that “If Tesla really delivers on this promise, we’ll obviously buy two trucks — one to take apart and one to test because if that happens, something has passed us by. But for now, the same laws of physics apply in Germany and in California.” Jon Mills, a spokesman for engine maker Cummins Inc. noted back in August that while electrification is in the future of the trucking industry, the vehicles are not viable in their current state.
Since it was unveiled, the Tesla Semi has been spotted traveling across the United States. Tesla unveiled two working prototypes of the Semi – one painted silver and the other matte black – when it unveiled the vehicle, and so far, both have been spotted testing on US roads. Both trucks were also sighted delivering cargo from Gigafactory 1 in NV to the Fremont factory in CA. Most recently, the silver Tesla Semi was sighted in Gigafactory 1, hauling a trailer and seemingly ready to transport cargo.
Tesla is not the only manufacturer coming up with a zero-emissions truck. As the transport industry starts accelerating its shift towards electrification, even prominent truck companies are coming up with their own green vehicles. Most of these vehicles exist as concepts for now, but they do give an idea of how veteran truckmakers are approaching the industry’s transition to the electric age.
Ford, for one, recently revealed the F-Vision concept, which is loaded to the teeth with cutting-edge tech, including an adaptable windshield that can lower and rise depending on the driver’s preference, as well as front lights that can be fully customized. Last month, Volvo introduced the Vera, its next-generation semi-trailer concept. Unlike Tesla and Ford’s truck, Volvo’s vehicle does not even have a driver’s cabin, as it is designed fully for autonomy. Startup trucking companies are also showcasing their offerings. Nikola Motors, for one, made headlines when it unveiled its long-range sleeper hydrogen-electric truck – the Nikola One – back in December 2016, and the company has since teased its next offering, a day cab called the Nikola Two.
There is little doubt that the upcoming electric truck concepts that have been unveiled so far are exciting vehicles in their own right. Inasmuch as this is the case, though, many of these impressive concepts feature technology that is still yet to be developed or refined. During the F-Vision’s unveiling, for one, Ford clarified that the truck is strictly a concept for now. Volvo’s Vera is a perfect fit for short-haul trips thanks to its 300 kWh battery that gives it a 187-mile range, but the vehicle can’t be deployed anytime soon since self-driving tech is still under development (even autonomous tech leader Waymo is reportedly struggling with its fleet’s real-world testing). Nikola’s hydrogen-electric trucks are powerful and boast long-range, but they would need a network of H2 refilling stations before they can be a viable alternative to diesel trucks. As a result, most zero-emissions truck concepts, including the Nikola One prototype, are yet to be sighted doing real-world tests on public roads.
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- The Volvo Vera. [Credit: Volvo]
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- The Ford F-Vision concept. [Credit: Ford]
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- The Nikola One
This is where the Tesla Semi is different. Among the upcoming electric trucks in the market, the Semi is the one undergoing consistent, intensive real-world testing. The vehicle has been spotted in multiple states since its unveiling, at times even visiting the sites of reservation holders like UPS, J.B. Hunt and PepsiCo. As it conducts its extensive real-world tests, the vehicle undergoes a consistent process of improvement. This was highlighted by Tesla’s Head of Automotive Jerome Guillen during the Q2 2018 earnings call, when he stated that several improvements have already been introduced to the electric truck since it was unveiled last year. Elon Musk even teased on Twitter that the Semi would likely have closer to 600 miles of range per charge. With this, it seems safe to infer that the production version of the Tesla Semi would be better than the prototype that is currently traveling across the country today.
The Tesla Semi balances its features without overdoing it as well. It does not have the cloud-based autonomy of concepts like the Vera or the flashy variable front design of the Ford F-Vision, but ultimately, it does not need to have all these extra bells and whistles to become effective at what it’s designed to do. Tesla created the Semi to be a viable alternative to diesel-powered long-haulers, and if recent sightings and its consistent road tests is any indication, it appears that the vehicle is poised to be exactly that.
The Tesla Semi is expected to start production sometime in 2019. Recent reports have indicated that Tesla is planning on “earnestly” producing the Semi sometime in 2020.
Elon Musk
Musk bankers looking to trim xAI debt after SpaceX merger: report
xAI has built up $18 billion in debt over the past few years, with some of this being attributed to the purchase of social media platform Twitter (now X) and the creation of the AI development company. A new financing deal would help trim some of the financial burden that is currently present ahead of the plan to take SpaceX public sometime this year.
Elon Musk’s bankers are looking to trim the debt that xAI has taken on over the past few years, following the company’s merger with SpaceX, a new report from Bloomberg says.
xAI has built up $18 billion in debt over the past few years, with some of this being attributed to the purchase of social media platform Twitter (now X) and the creation of the AI development company. Bankers are trying to create some kind of financing plan that would trim “some of the heavy interest costs” that come with the debt.
The financing deal would help trim some of the financial burden that is currently present ahead of the plan to take SpaceX public sometime this year. Musk has essentially confirmed that SpaceX would be heading toward an IPO last month.
The report indicates that Morgan Stanley is expected to take the leading role in any financing plan, citing people familiar with the matter. Morgan Stanley, along with Goldman Sachs, Bank of America, and JPMorgan Chase & Co., are all expected to be in the lineup of banks leading SpaceX’s potential IPO.
Since Musk acquired X, he has also had what Bloomberg says is a “mixed track record with debt markets.” Since purchasing X a few years ago with a $12.5 billion financing package, X pays “tens of millions in interest payments every month.”
That debt is held by Bank of America, Barclays, Mitsubishi, UFJ Financial, BNP Paribas SA, Mizuho, and Société Générale SA.
X merged with xAI last March, which brought the valuation to $45 billion, including the debt.
SpaceX announced the merger with xAI earlier this month, a major move in Musk’s plan to alleviate Earth of necessary data centers and replace them with orbital options that will be lower cost:
“In the long term, space-based AI is obviously the only way to scale. To harness even a millionth of our Sun’s energy would require over a million times more energy than our civilization currently uses! The only logical solution, therefore, is to transport these resource-intensive efforts to a location with vast power and space. I mean, space is called “space” for a reason.”
The merger has many advantages, but one of the most crucial is that it positions the now-merged companies to fund broader goals, fueled by revenue from the Starlink expansion, potential IPO, and AI-driven applications that could accelerate the development of lunar bases.
News
Tesla pushes Full Self-Driving outright purchasing option back in one market
Tesla announced last month that it would eliminate the ability to purchase the Full Self-Driving software outright, instead opting for a subscription-only program, which will require users to pay monthly.
Tesla has pushed the opportunity to purchase the Full Self-Driving suite outright in one market: Australia.
The date remains February 14 in North America, but Tesla has pushed the date back to March 31, 2026, in Australia.
NEWS: Tesla is ending the option to buy FSD as a one-time outright purchase in Australia on March 31, 2026.
It still ends on Feb 14th in North America. https://t.co/qZBOztExVT pic.twitter.com/wmKRZPTf3r
— Sawyer Merritt (@SawyerMerritt) February 13, 2026
Tesla announced last month that it would eliminate the ability to purchase the Full Self-Driving software outright, instead opting for a subscription-only program, which will require users to pay monthly.
If you have already purchased the suite outright, you will not be required to subscribe once again, but once the outright purchase option is gone, drivers will be required to pay the monthly fee.
The reason for the adjustment is likely due to the short period of time the Full Self-Driving suite has been available in the country. In North America, it has been available for years.
Tesla hits major milestone with Full Self-Driving subscriptions
However, Tesla just launched it just last year in Australia.
Full Self-Driving is currently available in seven countries: the United States, Canada, China, Mexico, Australia, New Zealand, and South Korea.
The company has worked extensively for the past few years to launch the suite in Europe. It has not made it quite yet, but Tesla hopes to get it launched by the end of this year.
In North America, Tesla is only giving customers one more day to buy the suite outright before they will be committed to the subscription-based option for good.
The price is expected to go up as the capabilities improve, but there are no indications as to when Tesla will be doing that, nor what type of offering it plans to roll out for owners.
Elon Musk
Starlink terminals smuggled into Iran amid protest crackdown: report
Roughly 6,000 units were delivered following January’s unrest.
The United States quietly moved thousands of Starlink terminals into Iran after authorities imposed internet shutdowns as part of its crackdown on protests, as per information shared by U.S. officials to The Wall Street Journal.
Roughly 6,000 units were delivered following January’s unrest, marking the first known instance of Washington directly supplying the satellite systems inside the country.
Iran’s government significantly restricted online access as demonstrations spread across the country earlier this year. In response, the U.S. purchased nearly 7,000 Starlink terminals in recent months, with most acquisitions occurring in January. Officials stated that funding was reallocated from other internet access initiatives to support the satellite deployment.
President Donald Trump was aware of the effort, though it remains unclear whether he personally authorized it. The White House has not issued a comment about the matter publicly.
Possession of a Starlink terminal is illegal under Iranian law and can result in significant prison time. Despite this, the WSJ estimated that tens of thousands of residents still rely on the satellite service to bypass state controls. Authorities have reportedly conducted inspections of private homes and rooftops to locate unauthorized equipment.
Earlier this year, Trump and Elon Musk discussed maintaining Starlink access for Iranians during the unrest. Tehran has repeatedly accused Washington of encouraging dissent, though U.S. officials have mostly denied the allegations.
The decision to prioritize Starlink sparked internal debate within U.S. agencies. Some officials argued that shifting resources away from Virtual Private Networks (VPNs) could weaken broader internet access efforts. VPNs had previously played a major role in keeping Iranians connected during earlier protest waves, though VPNs are not effective when the actual internet gets cut.
According to State Department figures, about 30 million Iranians used U.S.-funded VPN services during demonstrations in 2022. During a near-total blackout in June 2025, roughly one-fifth of users were still able to access limited connectivity through VPN tools.
Critics have argued that satellite access without VPN protection may expose users to geolocation risks. After funds were redirected to acquire Starlink equipment, support reportedly lapsed for two of five VPN providers operating in Iran.
A State Department official has stated that the U.S. continues to back multiple technologies, including VPNs alongside Starlink, to sustain people’s internet access amidst the government’s shutdowns.
Musk bankers looking to trim xAI debt after SpaceX merger: report
SpaceX launches Crew-12 on Falcon 9, lands first booster at new LZ-40 pad
