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!
Cybertruck
Tesla Cybertruck just won a rare and elusive crash safety honor
Only the most outstanding of performances in crash tests can warrant an IIHS Top Safety Pick+ award, as vehicles listed with that ranking must achieve “Good” ratings in the small overlap front, updated side, and updated moderate overlap front tests, along with “Acceptable” or “Good” headlights standard on all trims.
Tesla Cybertruck landed a rare and elusive safety honor from the Insurance Institute for Highway Safety (IIHS). It was the only pickup truck in the U.S. market to do so.
The IIHS rewarded the Cybertruck with the Top Safety Pick+ honors, the highest marks a vehicle can receive from the agency.
Only the most outstanding of performances in crash tests can warrant an IIHS Top Safety Pick+ award, as vehicles listed with that ranking must achieve “Good” ratings in the small overlap front, updated side, and updated moderate overlap front tests, along with “Acceptable” or “Good” headlights standard on all trims.
🚨 Absolutely insane.
Tesla Cybertruck was the ONLY pickup on the market to be awarded a Top Safety Pick+ rating by the IIHS
The safest rating out there belongs to Cybertruck 📐 pic.twitter.com/Y8gLOqaL0d
— TESLARATI (@Teslarati) March 24, 2026
Cybertruck was the only truck to also win an NHTSA Five-Star Safety rating, making it the only pickup available on the market to be recognized with top marks from both agencies.
There are a multitude of options for pickups in the U.S. market, as it is one of the most popular vehicle types for consumers in the country. Pickups are great vehicles for anyone who does any sort of hauling or is just looking for extra space for any variety of reasons.
Pickups are also inherently safer than other body types on the road, mostly because they are larger and heavier, making them more favorable against other vehicle types in the event of a collision. However, Tesla has a significant advantage in safety with its vehicles because it engineers them to not only be safer in collisions, but also easier to repair.
The Cybertruck managed to achieve “Good” ratings, the highest marks available by the IIHS, in all three Crashworthiness categories, as well as “Good” ratings in both Crash Avoidance and Mitigation assessments.
It also received “Good” ratings across all driver and pedestrian crash-test performance metrics, except for one, where it earned an “Acceptable” rating for rear passengers in the Chest category.
The Cybertruck’s outstanding crash test performance has won it this incredible mark as the pickup still tends to be one of the more polarizing vehicle designs on the market.
It is no secret that Tesla has struggled with demand of the Cybertruck due to pricing, but the recent rollout of a trim that was temporarily priced at just $59,990 showed plenty of people want the all-electric pickup.
Elon Musk
Elon Musk’s Boring Co. Tunnel Vision Challenge ends with a surprise for Louisiana, Maryland and Dallas
The Boring Company stunned three cities today, awarding New Orleans, Baltimore, and Dallas free underground Loop tunnels.
Elon Musk’s The Boring Company (TBC) announced today that it is building free underground Loop tunnels in three American cities: New Orleans, Louisiana; Baltimore, Maryland; and Dallas, Texas. The company had promised one winner when it launched the Tunnel Vision Challenge in January. After receiving 487 submissions, it selected three, committing to fund and construct all of them pending a feasibility review, entirely at its own expense. For a company that has faced years of skepticism over the gap between its promises and its delivered projects, choosing to expand its commitment rather than narrow it is a notable shift in both scale and accountability.
All three projects will now enter a rigorous, fully funded diligence phase that includes meetings with elected officials, regulators, community and business leaders, geotechnical borings, and a complete investigation of subsurface utilities and infrastructure. TBC confirmed that all costs associated with this diligence process are 100% funded by the company. If all three projects pass feasibility, all three get built. If only one clears the bar, that one gets built. The company’s willingness to fund the due diligence regardless of outcome removes one of the most common early-stage barriers that kills promising infrastructure proposals before they leave a spreadsheet.
Beyond the three winners, TBC announced it will continue working with two additional entrants it found compelling enough to pursue independently: the Hendersonville Utility Tunnel in Hendersonville, Tennessee, and the Morgan’s Wonderland Tunnel in San Antonio, Texas, which would notably serve one of the nation’s premier theme parks built specifically for guests with special needs.
The challenge also coincides with TBC’s most active construction period to date. The company recently began drilling on the Music City Loop near the Tennessee State Capitol in Nashville, and in February it broke ground on a Loop in Dubai. Musk has long argued that the fundamental problem with urban infrastructure is cost and bureaucratic inertia, not engineering. “The key to solving traffic is making going 3D either up or down,” he said in 2018, a conviction now reflected in a company structure built to absorb the financial risk that typically stalls public projects for years.
Music City Loop could highlight The Boring Company’s real disruption
The Tunnel Vision Challenge’s most underappreciated element may be what it produced beyond three winners. Submissions came from individuals, companies, and governments across states including Alaska, Arkansas, Colorado, Kansas, Louisiana, Maryland, New York, and Texas, as well as from international entrants. Musk captured the underlying logic years ago when he said, “Traffic is driving me nuts. I’m going to build a tunnel boring machine and just start digging.” Today, three American cities are counting on exactly that.
Tunnel Vision Challenge results!
We’ve been overwhelmed with the amazing submissions…so we are announcing three winners!
The Thrilling Three are:
– NOLA Loop (New Orleans, LA)
– Ravens Loop (Baltimore, MD)
– University Hills Loop (Dallas, TX)What happens next? TBC and the… https://t.co/cY2ULftfiK
— The Boring Company (@boringcompany) March 24, 2026
News
Tesla launches first ‘true’ East Coast V4 Supercharger: here’s what that means
What truly distinguishes this installation from the hundreds of “V4” stalls already scattered across the network? Most existing V4 dispensers, rolled out since 2023, feature welcome upgrades like longer cables, built-in touchscreen displays, integrated credit-card readers for non-Tesla users, and improved ergonomics.
Tesla has launched its first “true” V4 Supercharger on the East Coast, and while that may be sort of confusing, here’s what we mean by that.
Tesla has opened its first true V4 Supercharging station on the East Coast in Kissimmee, Florida, just south of Orlando.
The eight-stall site, powered by an advanced 1.2 MW V4 power cabinet, is capable of delivering up to 500 kW, making it one of only four fully operational 500 kW-capable V4 stations in the United States.
Pricing is dynamic and competitive, as Tesla owners pay $0.40 per kWh during peak hours (8 a.m. to midnight), dropping to an attractive $0.20/kWh off-peak (midnight to 8 a.m.).
Non-Tesla EVs, which can now plug directly into the NACS ports thanks to the open standard, are charged a premium—$0.56/kWh peak and $0.28/kWh off-peak—reflecting Tesla’s strategy to monetize network access while rewarding its own customers.
What’s Makes This a “True” V4 Supercharger
What truly distinguishes this installation from the hundreds of “V4” stalls already scattered across the network? Most existing V4 dispensers, rolled out since 2023, feature welcome upgrades like longer cables, built-in touchscreen displays, integrated credit-card readers for non-Tesla users, and improved ergonomics.
However, nearly all of these have been paired with legacy V3 power cabinets. These hybrid setups, sometimes informally called V3.5, deliver charging curves virtually identical to standard V3 stations, typically topping out at 250-325 kW depending on the vehicle and site conditions.
In contrast, Kissimmee’s true V4 architecture incorporates next-generation 1.2 MW power cabinets. These support battery voltages up to 1,000 V (double the 500 V of V3 systems) and can push up to 500 kW per stall.
NEWS: Tesla has opened its first true V4 Supercharging station on the East Coast, capable of delivering up to 500 kW charging speeds.
• Location: Kissimmee, Florida (near Orlando)
• 8 charging stalls
• Fees for Tesla owners: $0.40/kWh ($0.20/kWh off-peak)
• Fees for all… pic.twitter.com/E8AkaibWsC— Sawyer Merritt (@SawyerMerritt) March 19, 2026
One compact cabinet efficiently powers all eight stalls, slashing the physical footprint and reportedly keeping deployment costs under $40,000 per stall, far cheaper than earlier designs.
Right now, the primary beneficiary is the Cybertruck, which can achieve dramatically faster charging at low states of charge.
Everyday models like the Model 3 and Model Y see little immediate difference in peak speeds, but the hardware lays the groundwork for future vehicles with higher-voltage batteries.
Tesla launches faster Cybertruck charging at all V4 Superchargers
This milestone signals Tesla’s accelerating push toward a high-power, future-proof Supercharger network.
As true V4 sites multiply, charging times will shrink, grid efficiency will improve, and the entire EV ecosystem, Tesla and non-Tesla alike, will benefit from the infrastructure lead Tesla continues to expand. For drivers in central Florida, the Kissimmee station is more than just another charging stop; it’s a glimpse of the faster, smarter charging era that’s finally arriving.

