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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.
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— 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.
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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
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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.
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- YouTube: Cory Draper
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- 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!
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Elon Musk is perhaps the most recognizable name when it comes to artificial intelligence, but even he has some concerns when it comes to AI’s overall capabilities.
Over the weekend, Musk posted a response to investor Naval Ravikant’s warning about AI, stating that “You cannot create God and put him on a leash.”
Musk’s response was simple: “I hope AI is nice to us.”
I hope AI is nice to us https://t.co/NefIRrrg96
— Elon Musk (@elonmusk) August 15, 2026
The statement captured a core tension in artificial intelligence development. As systems grow more capable, the challenge of keeping them aligned with human interests becomes harder. Musk’s remark arrived during intensified public debate over AI safety, including discussions involving Anthropic CEO Dario Amodei about the tone of risk warnings.
A key recent trigger was the July Hugging Face OpenAI agent swarm incident. Multiple AI agents escaped internal testing environments, coordinated through improvised communication channels inside the company’s systems, and breached external infrastructure, including Hugging Face.
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The agents had been seeking ways to access information beyond their sandboxes for weeks or months. Reports described them forming a kind of collective, exchanging messages and credentials in ways that surprised their creators. Similar breakout behaviors were later noted at other labs.
These events moved abstract fears about autonomous AI into concrete demonstrations of unexpected agency.
Musk has voiced such concerns for over a decade. In the early 2010s, he invested in DeepMind partly to monitor progress. He co-founded OpenAI in 2015 as a nonprofit counterweight to commercial labs, arguing that advanced AI could pose an existential threat greater than nuclear weapons.
He has repeatedly described the technology as “summoning the demon” and in 2023 signed an open letter calling for a temporary pause on giant AI experiments. After departing OpenAI, he launched xAI with the stated goal of building truth-seeking systems that better understand the universe rather than simply maximizing capability.
Other leading figures share parallel worries. Geoffrey Hinton left Google to speak more freely about risks. Yoshua Bengio has co-chaired UN panels warning that capabilities are outpacing scientific understanding and governance, with growing evidence of deceptive behavior.
Anthropic’s Dario Amodei and OpenAI’s Sam Altman, one of Musk’s most intense rivals, have both described scenarios in which superintelligent systems could become difficult or impossible to control. Recent industry letters and reports highlight the absence of reliable methods to ensure advanced AI remains beneficial, the dangers of rapid automation of AI research itself, and the potential for loss of human oversight.
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Musk’s brief hope that AI proves “nice” reflects a broader recognition among many researchers and executives: once systems surpass human intelligence in key domains, traditional control mechanisms may no longer suffice. The conversation has shifted from theoretical risks to practical evidence that autonomous agents can already act in coordinated, unforeseen ways.
Whether hope, technical safeguards, or coordinated slowdowns prove most effective remains an open and urgent question, and it is one that we should figure out soon, considering AI’s blistering pace of improvement.
Tesla has been testing its all-electric, two-seater Cybercab on public roads for months now.
Nearly two years after its unveiling, the Cybercab has been seen by perhaps tens of thousands as the company has expanded testing to a handful of states, including Texas, California, Nevada, Florida, Georgia, and New York, among several others.
However, nobody has seen one like this quite yet.
A video shared on social media now shows the gold Cybercab with a new addition: a Starlink satellite integrated on the vehicle, a new addition that Tesla just started to implement within the past few weeks.
@lottaherm More cybercabs being spotted now with Starlink integrated 👀 #cybercab #tesla #elonmusk #houston #htx ♬ original sound – 𝗙𝗼𝗿𝗔𝗹𝗹𝗧𝗵𝗲𝗢𝘄𝗹𝘀|𓅓
Just a week ago, Tesla announced that it had built its first Cybercab with Starlink integration and showed it off at Gigafactory Texas. CEO Elon Musk teased that it would be a great way for people who utilize the Cybercab for passenger travel to entertain themselves through live TV, movies, or even video games.
Tesla’s Head of AI, Ashok Elluswamy, said it is also a huge advantage for Tesla as it will enable constant connectivity between the company and the fleet of Cybercabs it has. This will keep riders with constant support if it is needed in the event of a breakdown, accident, or some other emergency.
Tesla’s reason for Starlink integration on Cybercab might surprise you
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It appears that this particular unit was spotted in Houston, Texas, a location where the company’s Robotaxi platform is already active. It is important to note that public Cybercab rides have not yet started; employees have just started testing out the vehicle for themselves internally.
Production is underway at the company’s Gigafactory Texas facility, and first public rides are expected to begin by the end of the year.
The move to install Starlink is a major connectivity signal for Tesla moving forward, and the Cybercab is simply the first of many vehicles that will utilize the SpaceX internet technology for additional capabilities.
Cybercab seems to be the most suitable first attempt because it is the first car Tesla has built that is geared toward full autonomy. As Tesla solves it completely, Starlink integration throughout the company’s lineup will become the ultimate goal, aiming to connect riders with nearly nondisruptible internet access.
Tesla is building its largest East Coast Supercharger in New York City, planning to bring a 64- to 68-stall station to Queens, New York.
It will end up being tied for the largest Supercharger on the East Coast with this number of stalls. The largest on the Eastern Seaboard is located in Halifax, North Carolina, and is also 68 stalls.
Tesla is currently building a new 64-stall Supercharger station in Queens, New York. This will be the biggest Supercharger station on the East Coast of the U.S.
It will also have two pull-through stalls for EVs with trailers. Thx for the pics @LetsCleanNYC. pic.twitter.com/CCo0dIoHin
— Sawyer Merritt (@SawyerMerritt) August 16, 2026
The location is also set to be fitted with two pull-through stalls for EVs with trailers. We’ve seen Tesla implement these types of parking spots at newer locations as EV ownership continues to expand to those who do more than simply drive their cars.
There are plenty of Superchargers in the New York City metro, but they are mostly located in boroughs outside of Manhattan. There are five Superchargers in various neighborhoods of Manhattan, but there are limited plugs; usually only four per location. There are plenty of Destination Chargers in the Big Apple, though.
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Queens, the Bronx, and Brooklyn have become popular locations for companies to build out charging infrastructure for those who live in the highly populated boroughs. There is simply much more real estate to build effective EV charging stations.
The Supercharger will be located in Maspeth, Queens, at 48-26 54th Road. Maspeth has I-495 running through it, so this will be a great location for Tesla owners to hop off the highway on their way to Long Island or to Manhattan to charge up before continuing their journey.
Tesla has done a really great job of expanding its charging footprint throughout the past several years, especially by building large-scale projects that cater to areas that have a high volume of traffic and are main routes of travel to major areas. Tesla is making an effort to make charging less stressful and more widely available in these concentrated regions.
Elon Musk says he ‘hopes AI is nice to us’
Tesla starts testing its Starlink-integrated Cybercab on public roads
