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Tesla Semi production to ‘earnestly’ begin by 2020
When Elon Musk unveiled the Tesla Semi last November, the bold CEO announced that the all-electric truck would likely start production sometime in 2019. While details for Tesla’s ramp for the Semi are still largely unknown, the company has nonetheless provided an update on the upcoming vehicle’s rollout, stating that the company would begin “earnestly” producing the Semi by 2020.
The update on the Semi’s production was shared by Eric Markowitz & Dan Crowley of Worm Capital, one of Tesla’s investors which currently owns about $200 million worth of TSLA stock. The Worm Capital financial analysts were part of a group who were invited to tour Tesla’s Gigafactory 1 in Nevada last month. Markowitz and Crowley wrote about their insights from the Giga 1 tour in a post on the financial firm’s official website. Among these were information related by Tesla head of investor relations Martin Viecha, who dropped some updates about the company’s products and its plans for the near future.
For one, the Tesla head of investor relations reportedly noted that the company is aiming to start exporting the Model 3 to other countries sometime next year. What’s more, Veicha also noted that Tesla is planning on “earnestly” producing the Semi by 2020.
The update on the Semi’s production appears to suggest that Tesla is, for the most part, keeping its original target for the long-hauler’s initial rollout. Musk’s 2019 estimate for the start of the Semi’s production is undoubtedly aggressive and optimistic, but if Tesla intends to hit its stride with the Semi’s production by 2020, the company would probably need to start manufacturing the first electric trucks either in 2019 (within Musk’s original target), or early 2020 (if the vehicle’s rollout ends up happening in Tesla’s ever-prevalent ‘Elon Time’).
Tesla’s goal for the Semi is actually quite feasible, considering that the vehicle shares several components with the Model 3. This was confirmed during the Q2 2018 earnings call, when the company noted that the two vehicles share parts such as powertrains, door handles, and touchscreens, to name a few. On account of these similarities, as well as the manufacturing lessons Tesla learned during the Model 3 ramp, there is a pretty good chance that the Semi’s production would not see as many difficulties as the electric sedan’s.
In true Tesla fashion, the Semi boasts strong performance figures, thanks to its four Model 3-derived electric motors that enable the long-hauler to sprint from 0-60 mph in just 5 seconds without cargo. The Semi is also classified as a Class 8 vehicle, allowing it to transport the maximum amount of load usually permitted on US highways. Furthermore, the electric truck will be capable of operating in “Convoy Mode,” a system that will enable several Semis to semi-autonomously draft in close proximity with each other to reduce energy usage from wind resistance.
Tesla is currently continuing real-world tests of the Semi, with the long-hauler’s prototype being sighted traveling across the United States. Over the past few weeks, the Semi has visited some of the company’s reservation holders such as J.B. Hunt, UPS, and Ruan Transport Management Systems. Through interactions with the engineers accompanying the Semi across its interstate travels, some members of the Tesla community have been able to acquire some compelling tidbits of information about the prototype long-hauler, such as its 26-camera system, its carbon fiber body, and its upcoming sleeper features.
SpaceX’s Raptor engine family has steadily increased sea-level thrust while simultaneously reducing mass, turning iterative engineering gains into substantially higher performance for the Super Heavy booster. CEO Elon Musk shed more light on how powerful Raptor 4 will be, and it’s pretty crazy.
Raptor 1 delivered 185 metric tons of thrust at roughly 2,080 kilograms, while Raptor 2 raised that to 230 tons while cutting mass to about 1,630 kilograms. SpaceX data for Raptor 3 lists a target of 280 tons at 1,525 kilograms (with further reductions in associated vehicle hardware), while operational flight ratings have been cited near 250 tons.
This morning, Elon Musk stated that Raptor 4 is expected to reach 300 tons of sea-level thrust at roughly the same mass as Raptor 3. Across these versions, thrust has risen by more than 60 percent from the first engines while engine mass has fallen, producing a sharp improvement in thrust-to-weight ratio. This is a true testament to how great SpaceX engineering has been:
🚀 Elon says Raptor 4 will make 300 tons of thrust at sea level at roughly the same mass as Raptor 3.
How far Raptor has come:
Raptor 1: 185 tf, 2,080 kg
Raptor 2: 230 tf, 1,630 kg
Raptor 3: 250 tf, 1,525 kg
Raptor 4: 300 tf33 on Super Heavy = ~9,900 tf, nearly 3x Saturn V https://t.co/HQDswZhyvL
— TESLARATI (@Teslarati) October 26, 2026
With 33 engines on SuperHeavy, the jump from earlier versions to a 300-ton Raptor 4 would produce roughly 9,900 metric tons of total liftoff thrust, nearly three times the Saturn V’s approximately 3,400 metric tons from its five F-1 engines.
This is not just a larger number on a data sheet, either, as sea-level thrust is the force available the moment the vehicle leaves the pad. This is when it is heaviest and still deep in Earth’s gravity well and dense atmosphere.
Higher levels of sea-level thrust directly improves the initial thrust-to-weight ratio of the full stack. A higher ratio produces faster acceleration off the pad, which shortens the time the rocket has to spend fighting gravity, and gravity losses during the first minute or two of the flight are a major drain on total available delta-v. Every second shaved off of that early climb preserves more propellant energy for reaching orbital velocity or for carrying extra payload.
Because Super Heavy’s engine count is constrained by vehicle diameter and packing density, increasing thrust per engine is the most straightforward way to raise total liftoff performance without redesigning the booster structure or design.
The same-mass target for Raptor 4 is equally important. Holding engine mass roughly constant while raising thrust improves the engine’s own thrust-to-weight ratio and reduces the structural and propellant mass fraction that must be carried solely to support the engines.
Earlier Raptor iterations also simplified or eliminated extensive vehicle-side hardware such as heat shields. These gains compound: more force for less installed mass leaves additional capacity for propellant, payload, or operational margins such as engine-out capability.
For Starship’s architecture, the practical effects are large. Greater liftoff thrust supports heavier vehicles, larger propellant loads, and higher payloads to low Earth orbit, figures SpaceX has targeted in the 100-plus-ton reusable range. That capacity underpins orbital refueling, lunar missions, and eventual Mars cargo and crew flights.
Continued growth in sea-level thrust therefore tightens the gap between theoretical rocket performance and the high flight rates and reusability needed to make large-scale space transport practical.
Tesla has expanded its Tesla Assisted Driving (TAD) suite to its tenth European country, as Latvia joined a growing list of European Union member states authorizing the company’s advanced driver assistance technology.
Tesla Europe announced this morning that the system is now approved in Latvia, with a software rollout to begin soon.
The approval and rollout follow recognition of a provisional European type approval originally granted by the Netherlands’ RDW authority on April 10.
🚨 Latvia has just received approval for Tesla Full Self-Driving (Supervised)
This is the 10th country in the EU to gain approval:
1. Netherlands — 10 April 2026 (original RDW approval)
2. Lithuania — 20 May 2026
3. Estonia — 29 May 2026
4. Denmark — 9 June 2026
5. Belgium — 10 June 2026
6. Slovenia — 7 September 2026
7. Czechia — 21 September 2026
8. Croatia — 29 September 2026
9. Slovakia — 16 October 2026— TESLARATI (@Teslarati) October 26, 2026
Latvia’s Road Traffic Safety Directorate (CSDD) evaluated the Dutch documentation, coordinated with the other national authorities, and reviewed updates from Tesla. These included tightened limits on speed offsets, automatic resets of any manual speed adjustments after each trip, and stronger driver monitoring.
In Europe, the feature is marketed as Tesla Assisted Driving after a recent rule change that labeled the name “Full Self-Driving” as misleading.
The system remains an SAE Level 2 driver assistance tool, not unsupervised autonomy. It can control speed, steering, braking, lane changes, and intersections while following a navigation route. Drivers need not keep their hands on the wheel at all times, yet they must continuously monitor the road and be prepared to intervene immediately.
The sequence of EU recognitions began with the Netherlands in April and continued through Lithuania, Estonia, Denmark, Belgium, Slovenia, Czechia, Croatia, and Slovakia. Most have relied on mutual recognition of the single Dutch provisional approval rather than independent national testing.
These national clearances do not yet constitute bloc-wide authorization. An EU-wide decision requires a qualified majority in the Technical Committee on Motor Vehicles: at least 15 of 27 member states representing 65 percent of the EU population. Larger markets, like Germany, France, and Italy, remain under review, and a vote is expected this December.
However, for Latvian Tesla owners with compatible vehicles and software, the imminent rollout expands access to the supervised system while underscoring that attentive human oversight remains essential.
Tesla expanded its Robotaxi geofence in Houston, Texas, today, enlarging the service area and drawing a new rocket-shaped boundary across the city’s northwestern and central parts.
Although CEO Elon Musk said it was just a coincidence, the expansion seems to be an ode to SpaceX and its potential merger with Tesla.
🚨 Tesla has just expanded its Robotaxi geofence in Houston
It looks a lot like a rocket — we all remember the shape in Austin 🤣 https://t.co/cFOPEuiJ4u
— TESLARATI (@Teslarati) October 26, 2026
The official Tesla Robotaxi account announced the change with the lines “Houston, we have liftoff” and “Bigger service area now live,” pairing them with a map overlay.
The prior white geofence, roughly 25 square miles covering Jersey Village, Harvest Bend, and the Willowbrook corridor along U.S. 290 and State Highway 249, now sits inside a larger blue zone that stretches southeast toward Bellair and closer to central Houston.
Houston’s Robotaxi service launched on April 18, 2026, the same day as Dallas, as Tesla’s first unsupervised public expansion beyond Austin. From the start, the vehicles were Model Ys running without anyone in the front seats, booked through the dedicated Tesla Robotaxi app and open to the public inside the geofence.
Trackers measured the initial zone at about 25 square miles; by late September it had not grown substantially. Community and registry data indicated a modest local fleet of unsupervised Model Ys, while dozens to nearly 200 Cybercabs, the purpose-built, steering-wheel-free two-seaters, have been spotted staging and testing in Houston lots, though public Cybercab rides remain limited to Austin for now.
Across the broader Robotaxi program, Tesla began public Robotaxi rides in Austin in June 2025, as a small geofence and vehicles with safety monitors became available for a ride-hailing service. Later on, Tesla removed the monitors and steadily expanded the service area until it covered most of the Austin metro area.
Unsupervised Robotaxi services now run in six cities: Austin, Dallas, Houston, Miami, Orlando, and Tampa. Cumulative driverless miles reported by the company have reached several million. The Cybercab entered public service in Austin in early September 2026 and has scaled rapidly there. The company has also said that Dallas is next for Cybercab rides in November, with further cities and 24/7 hours targeted by year-end, plus fleet-operator sales of the vehicle.
Waymo also operates a fully driverless service in Houston, which has been open to the public since August of this year.
The Houston expansion continues Tesla’s pattern of starting with tightly controlled validation zones before widening coverage as real-world data accumulates, while the rocket motif on the map underscores the company’s habit of injecting visual flair into its autonomy rollout.
Riders inside the new boundary can request unsupervised Model Y trips in the Robotaxi app; exact operating hours and further Cybercab availability remain subject to app updates and company statements.
How SpaceX Is raising Raptor’s sea-level thrust while holding engine mass steady
Tesla Assisted Driving expands to tenth EU country
