News
Tesla Semi production rumors swirl as frequent sightings up the ante on expectations
Rumors surrounding the Tesla Semi are plentiful in this day and age, especially as sightings of the company’s commercial vehicle are becoming more frequent. Expectations for the new Semi are high already, and Tesla aims to deliver the truck in a timely fashion after several delays.
The new Semi has been spotted numerous times over the past week, hinting toward ongoing testing before Tesla starts volume production of the massive, all-electric commercial vehicle. Less than two weeks after Tesla’s Q4 2020 Earnings Call, where CEO Elon Musk and others detailed the ongoing offensive to develop the vehicle, the Semi is being spotted by people on public roads. Although Musk stated battery constraint is the hold-up in the Semi’s production, it isn’t stopping the company from testing several new truck builds.
Speculation regarding when Tesla will finally begin volume production is growing, and more rumors surrounding the initial deliveries to pre-orderers appear on what seems like a daily basis. However, the big bottleneck is batteries, and Tesla plans to combat this issue with wide-scale cell production and purchasing. The real question is, how many cells will be “enough?”
EXCLUSIVE: For a few weeks I’ve been in contact with a source from a U.S Tesla supplier. They supply certain parts for the S,X,3 and Y, but I’m here to reveal some info on Tesla Semi. As always, take these kinds of things with a grain of salt. Things/timelines can change.
1/6
— Sawyer Merritt ?? (@SawyerMerritt) February 4, 2021
Elon Musk’s Earnings Call Comments
Musk, who stated last year that it was time for Tesla to enter volume production of the Semi, had a different tune during the Q4 2020 Earnings Call on January 27th. Battery cell constraint is a major bottleneck in starting the Semi production, as fulfilling the number of orders it has would likely inhibit Tesla from being able to produce its mass-market passenger vehicles, like the Model 3 and Model Y.
Tesla has recently started producing its own battery cells at a plant that sits adjacent to its main production facility in Fremont, California. Known as the “Kato Road Facility,” Tesla is building its new 4680 cells there, a battery that Tesla claims will cut the cost of its vehicles massively, putting it on a crash course to reach price parity with gas-powered vehicles. The Semi will require significantly more cells than any other Tesla vehicle to date, a problem that the company is aiming to solve by producing its own cells and buying additional ones from third-party suppliers like Panasonic.
Tesla’s 4680 Kato Rd. facility has a top 10 capacity, and it’s not even close to finished
During the Earnings Call, Musk said:
“Prototypes are easy. Scaling production is very hard. So a big part of the reason — the main reason we have not accelerated new products is — like, for example, Tesla Semi is that we simply don’t happen our cells group. We — this — if we were to make the Semi like right now, which we could easily go into production with the Semi, but we would not have enough to cells built for it right now. We will have cells group in ourselves for Semi when we are producing the 4680 volume. But for example, Semi would use typically five times the number of cells that a car would use, but it would not sell for five times what a car would sell for. So it kind of doesn’t make — it would not make sense for us to do the Semi right now, but it will absolutely make sense for us to do it as soon as we can address the cell production constraint. The same would go for that.”
Effectively, Musk explained that it makes more fiscal sense to focus on the mass-market consumer products for right now. When the Kato Rd. Facility begins a massive production of the 4680 cells, Tesla can begin the Semi production efforts, but that doesn’t mean prototypes aren’t on the road now.
New Sightings
Following a sighting by The Kilowatts last week, two new sightings of the Semi have surfaced of the all-white Tesla commercial vehicle.
New Tesla Semi with updated windows, door handles, and tail lights spotted in Sacramento
One video from Cory Draper on YouTube shows a four-and-a-half-minute-long walk around of the Semi, getting a close-up look at the vehicle. One of the most striking features is the size of the power cell, as Draper estimates it is between four and five feet in length. A massive truck requires a massive power source, and the Semi’s sizeable battery storage compartment will drive the truck’s 300 or 500-mile range. Another video from Ivaylo Tzintzarsky shows the power cell from the opposite side.
- YouTube: Cory Draper
- YouTube: Ivaylo Tzintzarsky
There are also numerous sensors that can be seen on the Semi, especially in Draper’s video. The top of the windshield is outfitted with at least five sensors that will help with the autonomous driving functionality of the Tesla Semi. Autonomy could help with the evolution of the trucking industry, as many drivers are currently restricted to 11 hours of travel per day, according to the Federal Motor Carrier Safety Administration (FMCSA).
Fuel savings alone could pay for a Tesla Semi, as the company estimates it will save at least $200,000. Combined with superior aerodynamic performance and, a quad-motor powertrain, and a low center of gravity to prevent rollovers, the Tesla Semi has the potential to revolutionize the trucking industry forever. The question is: When will it begin production, and how long until Tesla can produce the 4680 cells in mass quantities to solve the constraint issue?
Watch the two newest sightings of the Semi below. Let us know what you think in the comments!
News
Tesla parked 50+ Cybercabs outside its Texas Factory with some crash tested
Dozens of Tesla Cybercabs have been spotted at Giga Texas crash testing facility ahead of launch.
Drone footage captured by longtime Giga Texas observer Joe Tegtmeyer shows over 50 units of Tesla Cybercab at the Austin factory campus, including several units clustered by Tesla’s on-site crash testing facility.
The outbound lot at Gigafactory Texas sits just outside the factory exit and serves as the primary staging area where finished vehicles are held before being loaded onto transport carriers or dispatched for validation testing. On any given day, the lot holds a mix of Model Y and Cybertruck units alongside the growing Tesla Cybercab fleet, as can be seen in the drone footage captured by Joe Tegtmeyer.
Roughly 50 Cybercab units are visible across the campus, parked in tight organized rows. Most of the units visible still carry steering wheels and pedals, temporary additions Tesla included to satisfy current safety regulations while the vehicles accumulate real-world data ahead of full regulatory approval for a steering wheel-free design. Tesla operates dedicated Crash Labs at both its Giga Texas and Fremont facilities that are purpose-built for controlled structural crash tests. Historically, automakers begin intensive crash testing roughly one to two months before volume production kicks off. The Cybertruck followed almost exactly that pattern. The Cybercab appears to be on the same track facility that we first saw back in October 2025. The first production Cybercab rolled off the Giga Texas line on February 17, 2026. Volume production is now targeted for April. Musk previously wrote on X that “the early production rate will be agonizingly slow, but eventually end up being insanely fast,” and separately stated Tesla is targeting at least 2 million Cybercab units per year. Commercial robotaxi service in Austin is targeted for late 2026.
Firmware
Tesla 2026 Spring Update drops 12 new features owners have been waiting for
Tesla announced its Spring 2026 software update, and it’s the most feature-dense seasonal release the company has put out. The update covers twelve named changes spanning FSD, voice AI, safety lighting, dashcam storage, and pet display customization, among other things.
The centerpiece for owners with AI4 hardware is a redesigned Self-Driving app. The new interface lets owners subscribe to Full Self-Driving with a single tap and view ongoing FSD usage stats directly in the vehicle.
Grok gets its biggest in-car upgrade yet. The update adds a “Hey Grok” hands-free wake word along with location-based reminders, so a driver can now say “remind me to pick up groceries when I get home” without touching the screen. Grok first arrived in vehicles in July 2025, but each update has pushed it closer to genuine daily utility. Musk framed the broader vision clearly at Davos in January, saying Tesla is “really moving into a future that is based on autonomy.”
On safety, the update introduces enhanced blind spot warning lights that integrate directly with the cabin’s ambient lighting, building on the blind spot door warning that arrived in update 2026.8.
Dog Mode has been renamed Pet Mode and now lets owners choose a dog, cat, or hedgehog icon and add their pet’s name to the display.
Dashcam retention now extends up to 24 hours, up from the previous one-hour rolling loop, with a permanent save option for any clip. Weather maps now show rain and snow with better color differentiation and include the past hour of precipitation data along the route.
Tesla has now established a clear rhythm of two major OTA pushes per year. As with last year’s Spring update, that cycle started taking shape in 2025 with adaptive headlights and trunk customization. The 2025 Holiday Update then added Grok to the vehicle for the first time. This Spring follows that structure: the Holiday update introduces new architecture, and the Spring update broadens it across the fleet.
Two notable features still did not make it. IFTTT automations, which launched in China earlier this year, were held back from this North American release for unknown reasons, and Apple CarPlay remains absent, reportedly still delayed by iOS 26 and Apple Maps compatibility issues.
Below is the full list of feature updates released by Tesla.
— Tesla (@Tesla) April 13, 2026
News
Tesla launches new Model Y interior option
Produced at Gigafactory Shanghai, the update applies to all five-seat Premium Model Y configurations and started being seen on customer deliveries this week. The move marks the first major interior refresh for the compact crossover since its global debut.
Tesla has rolled out a striking new interior choice for its best-selling Model Y in China, replacing the long-familiar white cabin with a fresh option: Zen Grey.
Produced at Gigafactory Shanghai, the update applies to all five-seat Premium Model Y configurations and started being seen on customer deliveries this week. The move marks the first major interior refresh for the compact crossover since its global debut.
The Zen Grey interior swaps the classic black-and-white contrast for a softer, more unified palette. Seats, door panels, and center console trim now feature a warm light-grey tone that covers far more surface area than before.
Previously, black accents on the console, door handles, and lower dashboard are now color-matched in the same pebbled vegan leather, creating a brighter, less clinical cabin.
Tesla describes the material as durable and easy to maintain while delivering a noticeably more premium feel. Early photos and videos from Chinese owners show the new shade reflecting natural light beautifully, giving the spacious Model Y an even airier, more inviting atmosphere without sacrificing the minimalist design customers expect:
🚨 First look at Tesla’s new Zen Grey interior, which differs slightly in tone and in placement compared to the now discontinued White Interior https://t.co/rRRuEOrbm4 pic.twitter.com/p7uyNfO3xY
— TESLARATI (@Teslarati) April 13, 2026
The change is not an added-cost upgrade but a direct replacement for the discontinued white interior on Shanghai-built vehicles. Customers configuring a new Model Y in China, Hong Kong, or Macau now see Zen Grey as the default light-colored choice.
The update also flows to export markets supplied by Giga Shanghai, including Australia, New Zealand, South Korea, Japan, and the Philippines. Tesla has used its Chinese factory as an innovation hub before, and executives appear to be testing broader appeal with this subtler, warmer tone that avoids the high-maintenance reputation sometimes associated with bright white leather.
Beyond the interior, the refreshed Model Y from Shanghai includes minor exterior tweaks such as blacked-out badges on some trims and optional dark 20-inch wheels.
These changes arrive as Tesla faces stiff competition from domestic EV makers in its largest market. By refreshing the Model Y’s cabin without raising prices, the company is signaling continued commitment to value and constant improvement.
With over 1.2 million Model Y units already on Chinese roads, the Zen Grey launch gives existing owners a fresh talking point and new buyers another reason to choose Tesla. As deliveries ramp up this month, the updated interior is expected to become the dominant light-colored choice across the Asia-Pacific region.
Tesla has not yet confirmed whether the Zen Grey will reach Fremont, Austin, or Berlin-built Model Ys, but Shanghai’s track record suggests the option could spread quickly if customer feedback remains strong.







