News
Tesla Semi prototype’s multiple camera setup highlighted in new video
Tesla expects to start production of the electric Semi truck sometime in 2019, but the company is already getting busy doing some real-world tests using a hand-built prototype version of the vehicle. The Tesla Semi prototype has been spotted in multiple states recently, and when it stopped by CO, it was filmed extensively by Tesla enthusiasts.
The Semi was initially sighted as it was charging at the Brush, CO Supercharger. During its stop, Model 3 owner and recording engineer Erik J. Martin was able to ask questions to the team of engineers who were accompanying the truck as it traveled across the United States. Among the most notable aspects of the vehicle that were related to Martin were its 300-mile range, its lack of a sleeper cabin, its carbon fiber body, and its unique 26-camera system.
These cameras were filmed by Tesla owner-enthusiast Sean Mitchell, who was able to take a very close look at the electric long-hauler while it was parked at the company’s facility in Denver, CO. Mitchell’s video revealed the unique placement of some of the vehicle’s cameras, including those that were installed at the truck’s side mirrors, as well as an array of at least six cameras that were mounted at the back of the truck. The vehicle also featured Tesla’s trademark three-camera array at the front, which would likely be utilized for the vehicle’s semi-autonomous functions.
Tesla is sparing no expense with the Semi, and the vehicle is designed to be one of the most technologically advanced trucks on the road. Since it’s planned for a 2019 release, Tesla is likely ensuring that the vehicle is future-proof as well, which could explain why the company opted to install a very generous number of cameras in the prototype. Cameras would play a significant role in Tesla’s vision for the Semi, particularly since the vehicle was unveiled with a side-mirror-less design. “Convoy Mode,” a key feature that allows the trucks to semi-autonomously draft in close proximity with each other, would likely utilize input from multiple cameras as well.
In a follow-up video on his YouTube channel about his encounter with the vehicle, Erik J. Martin noted that he was informed that the Semi’s production version would likely have fewer cameras. This would be a sensible decision on Tesla’s part, especially since some of the cameras currently in the prototype appear to be redundancies for other cameras on the vehicle.
Tesla is now on full throttle in terms of testing the Semi on actual roads, and the prototype, which has been going around the United States for months now, has likely gathered a healthy amount of mileage. This could be seen when the long-hauler was filmed in Denver, CO, as signs of wear from thousands of miles worth of traveling were evident in the vehicle. These battle scars from the road make the Semi even more impressive, as it shows that Tesla is ensuring that the electric truck will be ready for deployment when it reaches the market.
Elon Musk announced last November that the Semi would enter production sometime in 2019. Such a timeline is hyper-aggressive, and is classic Elon Musk. That said, the fact that the Semi shares several components with the Model 3 such as its electric motors, door handles, air vents, and 15″ touchscreens would likely make the vehicle a little less troublesome to produce at scale than the midsize electric sedan. Thus, even if the Semi’s actual production ends up starting in “Elon time,” there is a good chance that the electric truck’s deliveries would not see the delays that plagued the company’s previous vehicles like the Model X and the Model 3.
Watch Sean Mitchell’s extensive look at the Tesla Semi in the video below.
News
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers.
Tesla appears to be preparing for the eventual removal of its Robotaxi service’s safety drivers.
This was hinted at in a recent de-compile of the Robotaxi App’s version 25.11.5, which was shared on social media platform X.
In-cabin analytics
As per Tesla software tracker @Tesla_App_iOS, the latest update to the Robotaxi app featured several improvements. These include Live Screen Sharing, as well as a feature that would allow Tesla to access video and audio inside the vehicle.
According to the software tracker, a new prompt has been added to the Robotaxi App that requests user consent for enhanced in-cabin data sharing, which comprise Cabin Camera Analytics and Sound Detection Analytics. Once accepted, Tesla would be able to retrieve video and audio data from the Robotaxi’s cabin.
Video and audio sharing
A screenshot posted by the software tracker on X showed that Cabin Camera Analytics is used to improve the intelligence of features like request support. Tesla has not explained exactly how the feature will be implemented, though this might mean that the in-cabin camera may be used to view and analyze the status of passengers when remote agents are contacted.
Sound Detection Analytics is expected to be used to improve the intelligence of features like siren recognition. This suggests that Robotaxis will always be actively listening for emergency vehicle sirens to improve how the system responds to them. Tesla, however, also maintained that data collected by Robotaxis will be anonymous. In-cabin data will not be linked to users unless they are needed for a safety event or a support request.
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers. With Tesla able to access video and audio feeds from Robotaxis, after all, users can get assistance even if they are alone in the driverless vehicle.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
