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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.
Ferrari’s first electric vehicle, the Luce, is fully sold out for 2027, according to CEO Benedetto Vigna.
Presenting third-quarter results, he stated: “Everything we plan to sell next year is already fully allocated. Client test drives, scheduled for next year, will help further boost demand. We have no critical issues, neither on manufacturing nor on the demand side. Obviously, the car is more complex because it has many new parts and many new technologies.”
First customer deliveries are expected before the end of 2026, with the model already commanding waitlists despite a turbulent debut.
The Luce is a five-seat, four-door liftback saloon—the longest Ferrari ever produced—powered by four electric motors producing approximately 1,035 horsepower.
It features an 800-volt architecture, a 122-kWh battery, a claimed WLTP range of around 329 miles, 0-62 mph acceleration in 2.5 seconds, and a starting price near €550,000 in Europe (roughly $560,800–$615,000 in the U.S. depending on configuration).
Developed in collaboration with Jony Ive and Marc Newson’s LoveFrom studio alongside Ferrari’s own Centro Stile, it represents a deliberate departure from the brand’s traditional mid-engine sports cars toward a more spacious, grand-touring format.
Its exterior has proven deeply polarizing. Unveiled in Rome in May 2026, the design features smooth, sweeping surfaces, a large glass roof, and restrained detailing that critics described as bland, generic, or more reminiscent of an Apple product or mass-market EV than a Ferrari.
Ferrari unveils its Luce EV, and its reception has been a disaster
Online reactions included memes comparing it to a Nissan Leaf or Polestar, while former Ferrari chairman Luca di Montezemolo publicly warned of “the destruction of a myth” and suggested the prancing horse logo be removed. Italian politicians and longtime owners joined the chorus of disappointment, and Ferrari’s shares dropped roughly 8% in a single day, erasing billions in market value.
Design experts noted the absence of the brand’s signature tension, aggression, and emotional drama.
Yet the controversy has not translated into weak demand among the ultra-wealthy clientele who actually buy Ferraris. Production volumes remain tightly limited, as reports suggest fewer than 500 units in the current year and a longer-term pace of roughly 600 annually through 2030, preserving exclusivity.
One early chassis sold for $40 million at auction. Vigna has indicated that seeing the car in person, along with upcoming client test drives, is expected to strengthen rather than weaken interest. Ferrari aims for fully electric models to comprise 20 percent of its lineup by 2030, with a second EV now delayed to 2028.
For a brand defined by scarcity and desirability, the Luce’s sell-out status suggests that among those who can afford it, the polarizing design has not proven to be a commercial liability.
Tesla and SpaceX shares fell on Wednesday after Democrats swept both chambers of Congress. The decline stood out as broader market securities recovered and turned positive, while both of Musk’s publicly traded companies lagged.
CEO Elon Musk already joked about the unsuccessful campaigning for the Republicans, but now the new party will make pretty drastic changes to how it handles Tesla and SpaceX, and those companies will adjust their outlook.
Let’s take a deeper look.
Tesla ($TSLA)
Tesla shares traded lower during the regular session after Democrats secured both the House and Senate. The stock was down 2.32 percent at around 1:45 p.m. on the East Coast, trading at around $389.30.
The pressure is tied to more than the raw scale of Musk’s political spending, estimated at $450–474 million this cycle with roughly $224 million directed at Texas. In that state, Tesla now faces a Democratic governor and a Democratic senator after Gina Hinojosa unseated Greg Abbott and James Talarico defeated Ken Paxton.
The Austin Gigafactory, Robotaxi pilot programs in multiple Texas cities, and any related AI compute expansion sit under a new state executive who campaigned against certain corporate subsidies and floated a moratorium on new data-center construction.
Federally, Democratic control of key committees opens the door to deeper examination of Tesla’s autonomous-driving safety record, federal energy-storage and manufacturing incentives, and the national-security implications of any combination with SpaceX.
Investors are also weighing whether the company’s historically close alignment with the prior Republican leadership will invite slower permitting, additional hearings, or tighter rules on Full Self-Driving deployment.
For Tesla, the political shift adds near-term friction around state permitting and federal regulatory approvals for autonomy and energy storage. A potential merger with SpaceX may face slower review even if it proceeds.
Core growth drivers such as vehicle deliveries, energy deployments, and robotaxi rollout remain intact, yet the stock now carries a higher political-risk premium that could weigh on valuation until the company demonstrates workable relationships with the new Texas leadership and congressional majorities.
SpaceX ($SPCX)
SpaceX shares also declined in live trading on November 4 following the Democratic midterm sweep. The stock traded at $134.97, down 4.49 percent. The drop occurred even as broader indexes stabilized, highlighting a company-specific reaction to the election outcome.
Musk’s large contributions, concentrated in Texas races that both companies lost, place SpaceX’s Starbase launch facility and headquarters under a new Democratic governor.
At the federal level, Democratic control of Congress enables greater scrutiny of NASA, the Department of Defense, and other contracts that support a meaningful share of revenue, along with reviews of Starlink national-security uses and any Tesla merger. Analysts have noted that empowered committees can hold hearings and request documents on these relationships.
For SpaceX, the results raise the risk of delayed contract awards, higher compliance costs, and tighter constraints on AI and satellite infrastructure expansion, particularly in Texas where a data-center moratorium has been discussed.
A merger with Tesla could encounter political friction that slows integration of launch, connectivity, and autonomy capabilities.
While Starlink growth and launch cadence continue as primary drivers, the company faces a more contested path for federal funding and state-level operations, requiring management to rebuild ties with the new congressional majorities and Texas leadership to limit the overhang.
Tesla’s new vehicle registrations in Germany rose sharply in October, nearly quadrupling from the same month a year earlier. That’s according to data from the KBA, Germany’s federal motor transport authority.
The KBA reported 2,932 Tesla vehicles registered in October, a 290.9 percent year-over-year- increase. For the first ten months of the year, Tesla’s cumulative registrations reached 47,742 units. This number is up 206.1 percent compared with the January-October period of 2025. These gains occurred against a backdrop of strong overall growth in the BEV sector as a whole.
Germany registered 94,086 new BEVs in October, a 79.5 percent rise that brought the BEV share of the passenger car market to 37 percent of the 254,492 total cars registered that month.
🇩🇪 Tesla’s new registrations in Germany nearly quadrupled in October, according to KBA data.
October: 2,932 units, +290.9% YoY Jan–Oct: 47,742 units, +206.1%
Germany’s overall BEV market grew 79.5% to 94,086 units last month. https://t.co/GMwNqsFAOC
— TESLARATI (@Teslarati) November 4, 2026
Despite the percentage surge, Tesla’s absolute numbers left it with a 1.2 percent share of all new car registrations for October. Chinese competitors did record higher volumes, as BYD registered 5,173 vehicles, a 2 percent share, Leapmotor with 3,661 cars, which equates to 1.4 percent, and Xpeng had a 0.5 percent share.
Year-to-date through October, BYD edged ahead of Tesla with 47,961 registrations versus Tesla’s 47,742.
The October results follow a notably strong September for Tesla in Germany, when it registered 12,552 vehicles, an increase of roughly 269 percent year-over-year and one of its strongest monthly totals on record in the country. That month, the Model Y led all EVs and ranked among the top-selling vehicles of any powertrain.
The figures form part of a broader recovery in Tesla’s European registrations after an extended period of softer demand. While monthly volumes remain subject to typical quarter-end patterns and competitive pressure from both established European brands and rapidly expanding Chinese manufacturers, the year-to-date growth indicates improved traction in Europe’s largest car market.
Tesla’s Gigafactory Berlin-Brandenburg continues to supply the region, positioning the company to capture a share of the expanding German BEV market as overall EV adoptions looks to be accelerating.
Ferrari Luce sold out for 2027 after design controversy
Musk’s Tesla and SpaceX decline after Democratic Midterm sweep
