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Elon Musk’s Tesla Semi update means that the battery that changes everything is ready

(Credit: JerryRigEverything/Youtube)

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In a recent email to his employees, Elon Musk announced that the Tesla Semi will be entering volume production soon. Together with recent updates from Tesla’s battery partner in China about the rollout of a million-mile battery, it appears that the battery that can change everything for the electric car maker, and its fight for sustainability as a whole, is finally ready. 

It is no secret that the Tesla Semi has experienced delays. When the vehicle was unveiled, Elon Musk estimated that initial deliveries could begin around late 2019. This was eventually moved to sometime in 2020, and later, to around 2021. These delays attracted the usual blend of criticism from skeptics, but Musk explained that a key reason behind the Semi’s updated rollout dates is the vehicles’ batteries. 

Simply put, Musk previously stated that Tesla could not produce the Semi in volume unless the company has the capability to manufacture enough cells for such a large vehicle. Based on Musk’s recent email, it appears that Tesla has overcome this challenge, and the company is now capable of ramping the production of its Class 8 truck. 

This is particularly interesting considering that Tesla’s battery partner for its Made-in-China Model 3, Contemporary Amperex Technology (CATL), has recently announced that its million-mile battery is ready for production as well. As indicated by BBC, previous reports have indicated that this specific battery was co-developed with Tesla, and it will be used for vehicles produced in the automaker’s Gigafactory Shanghai facility. 

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This all bodes well for the company’s long-term strategy and endgame. Batteries are the backbone for Tesla’s products, both electric vehicle and energy storage devices. And so far, Tesla is one of the very few companies that is really pushing the envelope on battery tech. This was hinted at by President of Automotive Jerome Guillen, who previously noted in an interview that Tesla’s battery cells are never static. 

What is rather interesting is that Tesla has placed the pieces for this battery endgame years ago. Even before it could prove that premium, well-designed electric vehicles are a viable business, Tesla pushed the idea of establishing a Gigafactory in Nevada that will be dedicated to the mass-production of battery cells. Four years ago, the company funded the work of a group of scientists led for the past 24 years by Jeff Dahn, a pioneer in lithium-ion battery development as well. These, as well as a number of other key pieces, seem to be coming together now, or at least in the near future. 

Being the most valuable automaker by market cap or having TSLA stock go past $1,000 per share was never Tesla’s endgame. They’re amazing milestones, but the company and its executives have been pretty open about the fact that Tesla’s main focus is on accelerating the world’s transition to sustainability. With the company’s most ambitious, disruptive battery seemingly on the horizon, it appears that the winds are about to shift very soon for Tesla, and it will not be very favorable for fossil fuels at all. 

H/T Whole Mars Blog

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla’s Navigation Nightmare: Why the easiest part of FSD might be the hardest

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Credit: TESLARATI

Turn-by-turn navigation is not new technology.

For over two decades, drivers have relied on Garmin, TomTom, and later smartphone apps like Google Maps and Waze to receive precise, reliable directions. These systems have guided millions safely through unfamiliar cities, highways, and backroads with remarkable effectiveness. They handle real-time traffic, construction detours, and complex intersections with minimal fuss.

Yet Tesla, the company that promised revolutionary Full Self-Driving (FSD), continues to struggle with this foundational capability. As FSD (Supervised) v14.3.4 has started rolling out to cars this week, navigation remains its glaring Achilles’ heel, undermining the entire autonomous vision.

Tesla Summon got insanely good in FSD v14.3.2 — Navigation? Not so much

Tesla’s FSD excels in many driving behaviors—smooth acceleration, confident lane changes in ideal conditions, and responsive handling of visible obstacles. However, when it comes to following a route accurately, the system falters repeatedly.

Owners report wrong turns, missed exits, inefficient routing through local roads instead of highways, phantom speed limit errors, and even directing vehicles to building rear entrances. Interventions for navigation issues often outnumber those for core driving maneuvers. Tesla has begun surveying owners specifically about these errors, acknowledging the problem after years of complaints.

Navigation is perhaps my biggest complaint when it comes to FSD, because sometimes, we do know better. Some of us have been living in our areas for our entire lives, but even those who have not have years or even decades of experience driving on local roads. We might know a little better about routing.

But the navigation mistakes are more than just FSD potentially taking a slightly different route that may or may not save you a few minutes. Sometimes, they’re genuinely mind-boggling.

This isn’t just annoying; it cascades into broader failures. A flawed route plan confuses the AI’s decision-making, leading to hesitant behavior, unnecessary disengagements, or dangerous maneuvers like attempting impossible U-turns or ignoring clear ramps. In a system meant to operate with minimal supervision, unreliable navigation erodes trust.

More often than not, false or plain incorrect navigation is what causes me to interrupt FSD operation. Unfortunately, I believe the latest FSD version is the worst example of it, and it leads me to believe that Tesla might be making some changes; they’ve just made them in the wrong direction.

It makes you wonder: Why is a company that has done so much with the progress of FSD and autonomy struggling so much with navigation, something that is not new and has been around a long time?

Multiple Data Sources

First, Tesla’s navigation relies on a fragile patchwork of multiple data sources—Google Maps, TomTom, OpenStreetMap, Valhalla, and its own fleet-derived data—stitched together rather than a single authoritative map. When these conflict on lane geometry, road status, or turn details, the system hesitates or chooses incorrectly.

Traditional GPS providers maintain centralized, regularly validated databases with professional curation and rapid updates. Tesla’s hybrid approach, while innovative in crowdsourcing, introduces inconsistencies that a purely vision-based or end-to-end AI approach may not easily reconcile in real time.

Persistent Learning

FSD seems to struggle with persistent learning from driver interventions.

Unlike consumer apps that quickly adapt to repeated corrections or user preferences (e.g., avoiding certain routes or remembering habitual detours), Tesla’s FSD often fails to internalize fixes on the same trip or across similar scenarios. Owners note making the same manual override multiple times without the routing engine updating its behavior meaningfully.

This stems from the neural architecture prioritizing real-time perception and control over long-term route memory and personalization, making navigation feel rigid and “opinionated” compared to the adaptive logic in Waze or Google Maps.

I noticed that when I asked Grok to try and get me home a certain way (a way that FSD routinely took in the past because it was the most efficient), it had to place a waypoint between my location at the time and my house. When I went to edit the waypoint out, as Grok had placed it for a way to get FSD to get off the highway at the right exit, it was stumped again, rerouted, and took a longer way home.

Reasoning, Scaling, and Intuition

Third, scaling navigation for unsupervised or robotaxi ambitions requires not just accuracy but adaptability and user-like reasoning. Current FSD often defaults to single routes that ignore driver preferences or real-world nuances like time-of-day traffic patterns. It fails to match the intuitive, context-aware planning that traditional systems have refined over the years.

Resolving navigation is critical for several reasons. Practically, it is the backbone of any autonomous journey: without trustworthy routing, the car cannot reliably reach destinations, rendering FSD useless for robotaxis or hands-free commutes. Safety depends on it—mismatched plans create hesitation in merges or intersections, increasing accident risk.

Economically, Tesla’s valuation and future hinge on FSD delivering unsupervised driving; persistent navigation flaws delay regulatory approval and erode consumer confidence. For owners who paid premiums for FSD, these issues represent unfulfilled promises. While it is unlikely Tesla will lose too many customers due to bad navigation, some will be frustrated with the constant need for human input.

Tesla has achieved miracles in electric vehicles and battery tech. Mastering turn-by-turn—technology Garmin nailed in the early 2000s—should not be this hard. By investing in tighter data integration, faster learning loops from interventions, and more intuitive routing algorithms, Tesla could close this gap.

Until then, FSD’s navigation struggles highlight a humbling truth: even the most ambitious innovator must sometimes master the basics before conquering the future.

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Tesla Cybertruck driver gets pickup seized for ‘legitimate concerns’ in UK

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A Tesla Cybertruck driver in the United Kingdom had their all-electric pickup seized by local police in the Greater Manchester area after the department cited “legitimate concerns.”

Last Thursday, police saw the pickup on the roads and decided to pull the driver over. Greater Manchester Police said:

“Whilst this may seem trivial to some, legitimate concerns exist around the safety of other road users or pedestrians if they were involved in a collision with the Cybertruck.”

The Cybertruck in question was, according to the BBC, registered and insured abroad and was confiscated. The driver, who is a UK resident, was reported.

The Greater Manchester Police Department then added:

“The Tesla Cybertruck is not road-legal in the UK and does not hold a certificate of conformity.”

The Cybertruck cannot be legally driven in the UK because it has no UK Type Approval for operation in the country. This is due to some safety concerns, which are related to its angular shape and design. The stainless steel exoskeleton has sharp edges and projections that violate UK/EU rules on pedestrian protection.

Tesla has considered creating what it referred to as an “international version” that would be approved for operation in Europe. However, there has been no real movement on that front by the company, as it has been focused on the Robotaxi rollout primarily.

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Apple is developing the missing link for Tesla to get CarPlay: report

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Credit: Michał Gapiński/YouTube

A new report claims that Apple is in the process of developing what would be the missing link for Tesla to get CarPlay.

Apple and Tesla have been reportedly working together for some time to give Tesla owners the opportunity to utilize CarPlay within their vehicles. While many owners are more than happy with Tesla’s in-house UI, which is seamless, effective, and smooth, some still want CarPlay, which does have its advantages.

A report from 9to5Mac now states that a new CarPlay technology that was highlighted during the Worldwide Developers Conference (WWDC) would potentially be the bridge between Tesla and Apple. With the addition of a feature known as “Route Sharing,” which gives a navigation app the ability to share routing data with the vehicle, Tesla would be able to launch CarPlay in its vehicles, the report states.

CarPlay has not been a priority for Tesla because it has done extremely well with its in-house UI, but some drivers are just used to it. Additionally, it could improve Tesla’s subpar Navigation or offer improved app capabilities, especially with iMessage.

Route Sharing is an intended addition to CarPlay’s iteration in iOS 26.4, which was released in March:

The addition of CarPlay would undoubtedly be welcome, but at the same time, it seems like Tesla realizes it is not of the utmost priority. There are so many things that Tesla is working on currently within its own vehicles, especially attempting to solve self-driving.

Back in February, Bloomberg had reported that Tesla was still working on bringing CarPlay to its vehicles, but it had not due to app compatibility issues and incredibly low adoption rates of iOS 26.

This bottleneck could buy Tesla the proper amount of time to develop CarPlay for its vehicles. It would be a welcome addition, and could be brought on with either the Summer or Fall 2026 Software Updates.

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