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Tesla Semi truck pair spotted in “Convoy Mode” on CA highway
While Tesla’s pair of Semi trucks are usually spotted showcasing their tire-shredding acceleration and their impressive speed, a video taken of the two electric long-haulers in a CA freeway shows how the vehicles look when they are just cruising relaxedly on the road, almost as if they are in what Elon Musk dubbed during the truck’s unveiling as “Convoy Mode.”
The video was uploaded last week by YouTube user Sergey MoldovanAmerican, who stated that he spotted the Semi pair driving on a CA highway. The nearly 1-minute sighting featured the two electric Semis up close, giving a pretty good idea of the massive size of the electric trucks. The driver of the long-range, silver Semi seemed very relaxed, drinking and even candidly waving at the camera as the YouTuber’s vehicle passed his truck.
The 300-mile range, matte black Tesla Semi was just ahead of the silver Semi. From what could be seen in the video, the black Semi was pulling the same container it was hauling when it was spotted at a Supercharger earlier in March. The sighting was location-tagged at Danville, CA, which is 30 mins away from the Fremont factory via I-680 S.
The formation of the two electric trucks are reminiscent of what Elon Musk described as the Tesla Semi’s capability to drive in “Convoy Mode.” This particular feature enables a fleet of Semis to semi-autonomously draft in close proximity with each other, reducing energy usage from wind resistance.
“The convoy technology, the tracking technology, this is something that we are confident we can today do ten times safer than a human driver. I want to be clear, this is something we can do now,” Musk said during the unveiling.
- A Tesla Semi sighting on a CA highway. [Credit: Sergey MoldovanAmerican/YouTube]
- A Tesla Semi sighting on a CA highway. [Credit: Sergey MoldovanAmerican/YouTube]
- The Tesla Semi driver waves at the camera. [Credit: Sergey MoldovanAmerican/YouTube]
- A Tesla Semi sighting on a CA highway. [Credit: Sergey MoldovanAmerican/YouTube]
Sightings of the Tesla Semi over the past month have become more frequent, with Tesla fans spotting the electric long-hauler on various locations across the country. Not long after the Tesla Semi pair were spotted on the Rocklin Supercharger, the long-range, silver version of the truck was sighted at the Anheuser-Busch brewery in St. Louis, MO. Later during the same day, the long-range Semi was sighted parked at a Supercharger in St. Charles, which is about 24 miles away from Anheuser-Busch’s facility.
A week after the MO sighting, the same Tesla Semi was spotted at the Dallas, TX Service Center, showing up a day later on a private demo event for PepsiCo employees at Reunion Tower. As we noted in a previous report, one of the r/TeslaMotors subreddit’s members, Ryan O’Donnell, was able to attend the private event. While in the demo, Ryan was able to speak with a PepsiCo employee, who noted that the company’s 100 orders of the Tesla Semi were just a “drop in the bucket” for PepsiCo’s overall plans.
Just recently, we also reported on FedEx placing reservations for 20 Tesla Semis, which the courier delivery service will deploy for FedEx Freight, the company’s less-than-truckload (LTL) service.
Overall, the Tesla Semi could very well disrupt the trucking industry the same way that the Model S disrupted the luxury sedan market. Equipped with four Model 3-derived electric motors, the Tesla Semi is capable of hauling 80,000 pounds of cargo, classifying it as a Class 8 vehicle. The instant torque provided by its multiple motors also enables it to go from 0-60 mph in just 20 seconds with a full load. Without any cargo, the Semi can hit 60 mph in as little as 5 seconds, which is close to muscle car territory.
Watch the Tesla Semi pair’s relaxed drive in the video below.
Elon Musk
Elon Musk drops a surprise update on Boring Company’s next big dig
Musk says Boring Company could shrink the Austin to San Antonio drive to just minutes.
Elon Musk says The Boring Company is working on what he called “a simple, precursor Hyperloop” tunnel connecting Austin and San Antonio, targeting speeds above 200 mph and cutting a drive that can take up to two and a half hours down to a consistent under 30 minutes. Musk posted the idea on X Sunday, in a reply to a repost of an AI generated video imagining a science fiction future with human colonies on other worlds, which he shared with the line “This is the future we shall bring into being.”
This is the future we shall bring into being pic.twitter.com/8aD0w8MDVc
— Elon Musk (@elonmusk) September 20, 2026
The Boring Company’s own account picked up the idea in the same thread, adding a detail about how the trip would actually work: “Because Loop/Hyperloop is express (i.e. no intermediate stops), one could travel from an Austin parking lot to a favorite San Antonio restaurant in about 30 minutes. As long as they both have Loop stations.” That framing ties the proposed intercity link to the same station model the company already runs in Las Vegas, where riders enter the tunnel network through small, garage style stops rather than one central terminal.
This is not the company’s first run at the Austin to San Antonio corridor. Boring Company floated tunnels between the two cities as far back as 2021, and later competed for a separate San Antonio Loop project tied to the airport before that specific bid stalled. Pitches for tunnels in Chicago, Los Angeles, and a New York to Washington corridor have followed a similar pattern of big announcement without a shovel in the ground.
What is different this time is the balance sheet, especially since The Boring Company closed a 3 billion dollar funding round led by investors in the United Arab Emirates earlier this month at a valuation near 23 billion dollars, giving the tunneling company more capital to chase speculative projects than it had during its earlier Texas pitches. The company is also mid-build on two other intercity systems it has actually broken ground on, inc;luding a Nashville tunnel linking downtown to the airport, where a second boring machine finished commissioning in June, and its Las Vegas network, where the station count keeps climbing on paper faster than tunnels get dug.
That gap between announcement and execution is the reason to treat Sunday’s post as an opening bid rather than a project. A tunnel spanning roughly 80 miles between two metro areas, running at speeds Boring Company has not demonstrated over any real distance, would dwarf anything the company has built. For now, the Austin to San Antonio Hyperloop exists as a caption under an AI generated space video.
Elon Musk
Tesla eyes supply partners for Optimus mass production
Tesla certified three Chinese suppliers for Optimus mass production, signaling its robot timeline is accelerating.
Tesla’s robotics team traveled to Ningbo, in China’s Zhejiang province, on September 16 and spent the following day auditing component suppliers for Optimus, according to a Bloomberg report cited by RobotAIGeek. The visit moved three manufacturers from provisional status to certified mass production partners: Tuopu Group, which handles actuators and chassis components, Ningbo Joyson Electronic, a sensor supplier, and Zhejiang Sanhua Intelligent Controls, which builds thermal management systems. All three already supply parts to Tesla’s electric vehicles, and the audit reportedly came with fresh orders that supply chain reports put at an initial batch of roughly 5,000 units.
Tuopu, Joyson, and Sanhua built their manufacturing base serving the automotive industry, where tolerances and volume requirements are already close to what a mass produced humanoid robot demands. Sanhua in particular has history here. Teslarati reported last October that the company had received a roughly $685 million order for linear actuators tied to Optimus, a volume industry watchers estimated could cover around 180,000 robots once production ramped.
Supply chain reports tied to this week’s audit put Tesla’s near term production goal at about 1,000 Optimus units a week by late September, rising to 2,000 to 2,500 units a week by the end of the year. That pace would put real weight behind the timeline Tesla has been building toward since May, when it wound down Model S and Model X production at Fremont to convert that floor space into a dedicated Optimus line targeting one million units annually. JPMorgan analysts who toured the factory in August confirmed the conversion took roughly four months, a pace Musk has called unprecedented for a facility that size.
New drone video shows Tesla’s Optimus Factory reaching a turning point
Fremont is only the first phase. A second, larger Optimus plant is rising at Gigafactory Texas, where drone footage shared by Joe Tegtmeyer last week showed the structural steel nearing completion on the north end of the building. Tesla has said that facility is meant to eventually support production of up to 10 million units a year, though volume output there is not expected before 2027.
Commercial sales of Optimus are still targeted for the second half of 2027, but production is expected to start well before then. JPMorgan analyst Rajat Gupta has said Tesla’s “Optimus Academy” program, which uses early units to collect real world training data inside Tesla’s own facilities, is expected to be running later this year. Bloomberg Intelligence analyst Ian Ma described the Ningbo audits as “a positive commercialization signal for China’s humanoid supply chain,” noting that sentiment could improve further if the visit leads to confirmed supplier nominations and larger orders. The Solactive China Humanoid Robotics Index rose about 1.4% on the news, though it remains down roughly 30% for the year.
Elon Musk
Tesla primes Cybercabs for 4K streaming and high bandwidth gaming with Starlink integration
Tesla is now shipping Cybercabs from Giga Texas with Starlink hardware built in as standard.
Tesla’s Cybercabs are now leaving Gigafactory Texas with Starlink hardware on the rear hatch in significant numbers, according to drone footage captured Tuesday by longtime Austin drone observer Joe Tegtmeyer. Production at the factory ramped back up after the Labor Day weekend, and his flyover of the outbound lot showed rows of gold Cybercabs alongside Model Y Long Wheelbase units, many carrying the satellite module for the first time as standard equipment rather than a one off retrofit.
Giga Texas today is busy with production coming back up following the long weekend. Of interest today in the outbound lot is the appearance of hundreds of Mode; YL’s and many more Cybercabs and for the 1st time equipped with the Starlink module one the hatch in big numbers.
At… pic.twitter.com/G9yl6s51m4
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) September 8, 2026
Tesla first showed Starlink built into an actual Cybercab on August 10, when the Robotaxi account posted images of a single gold unit with the antenna integrated into the roofline above the taillights and called it the first Cybercab with Starlink integration. That followed a July reveal where Tesla and Starlink jointly posted a cutaway diagram of the antenna placement without a working vehicle to back it up. Ashok Elluswamy, Tesla’s VP of AI software, said at the time that the connection isn’t required for the car to drive itself. It exists mainly for navigation, customer service and keeping tabs on the fleet.
Musk has made a different case in public. During Tesla’s Q2 earnings call, he said the company can’t afford robotaxis stranded in what he called “Bermuda Triangles of lack of cellular connectivity,” and he separately claimed on X that Starlink will eventually reach every Tesla built, calling it the only way to deliver high bandwidth to billions of vehicles. He has also pitched the antenna as an entertainment upgrade, telling riders they would be able to stream 4K video or play games during a trip.
The rollout has moved fast since. Robotaxi service opened to the public in Austin on September 3, and Cybercabs had already been spotted with Starlink hardware in Houston and near Miami International Airport in the weeks before Tuesday’s factory footage showed the module shipping at volume rather than on scattered test units. Whether the satellite link earns its keep is still an open question. Tesla’s unsupervised service currently runs in dense metro geofences in Texas and Florida, markets where cellular coverage is already strong, which is not where the rural dead zones Musk describes tend to show up.



