News
Tesla’s matte black Semi prototype makes rare appearance in Kettleman City Supercharger
After staying under the radar for the past few months, Tesla’s matte black Semi prototype has been spotted on US roads once more. This time around, the all-electric long hauler was sighted pulling a trailer at the 40-stall Kettleman City Supercharger, located between San Francisco and Los Angeles.
The matte black Tesla Semi prototype was photographed by Tesla enthusiast James Douma, who noted that he spotted the vehicle on Wednesday afternoon. In a conversation with Teslarati, James stated that the vehicle seemed to be traveling alone, as the truck only had one person inside. Such an observation is quite interesting, considering that the silver Semi test mule traveling across the United States is usually accompanied by a team of engineers.
The Tesla enthusiast also remarked that he was informed by the staff of the Kettleman City Supercharger that it was the first time the matte black Semi prototype visited the location. The silver Semi test mule, on the other hand, has reportedly visited the site on four different occasions. The matte black Semi did not stay very long in the Kettleman site on Wednesday, though, as the vehicle promptly left the location soon after the photos were taken.
-
- Tesla’s matte black Semi prototype makes a rare appearance at the Kettleman City Supercharger. (Photo: James Douma)
-
- Tesla’s matte black Semi prototype makes a rare appearance at the Kettleman City Supercharger. (Photo: James Douma)
Tesla’s matte black Semi prototype makes a rare appearance at the Kettleman City Supercharger. (Photo: James Douma)
Sightings of the Tesla Semi during recent months have featured the silver test mule, which has been spotted in multiple states across the US. The matte black Semi, which also made an appearance at the vehicle’s unveiling back in November 2017, was last seen in April as it was being transported on a trailer heading east into I-80 in the Des Moines, IA area, near the headquarters of Ruan Transportation Management Systems, a reservation holder for the all-electric truck.
Prior to that, the matte black Semi was sighted a couple of times with its silver sibling, as the vehicles transported cargo between Tesla’s Fremont factory and Gigafactory 1 in Nevada. The last sighting of the matte black truck traveling alone was back in January, when it was filmed driving down a street in Sunnyvale, CA. While the electric car maker has not provided a reason behind the vehicle’s absence during the past few months, it is nonetheless refreshing to the see sleek prototype back on the roads once more.
-
- Tesla’s matte black Semi prototype makes a rare appearance at the Kettleman City Supercharger. (Photo: James Douma)
-
- Tesla’s matte black Semi prototype makes a rare appearance at the Kettleman City Supercharger. (Photo: James Douma)
-
- Tesla’s matte black Semi prototype makes a rare appearance at the Kettleman City Supercharger. (Photo: James Douma)
Tesla’s matte black Semi prototype makes a rare appearance at the Kettleman City Supercharger. (Photo: James Douma)
The Tesla Semi has the potential to be the company’s most disruptive vehicle to date. Being designed to compete in the highly-competitive trucking industry, the Semi is equipped with several features that make it a viable and preferable alternative to diesel-powered vehicles. The Semi is propelled by four Model 3-derived electric motors that provide instant torque, allowing the Semi to go from 0-60 mph in 5 seconds flat without a trailer. The vehicle was also announced with a range of either 300 miles or 500 miles per charge, though Elon Musk later noted that truck’s long-range variant would have closer to 600 miles of range per charge.
The Tesla Semi is set to be supported by a network of Megachargers, which would be capable of replenishing 400 miles of range in as little as 30 minutes of charging. Unlike the Supercharger Network, which has a power output of roughly 120 kW, speculations are high that Tesla’s Megacharger will see around ten times the power levels. As Tesla conducts road tests of the Semi, though, the company has been adopting a temporary charging solution for the vehicle, using a series of Supercharger stalls connected to a hub, which is, in turn, connected to the all-electric truck.
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
