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Tesla Semi draws eyes with its stunning red wrap in recent Fremont sighting

(Photo: Aiyman Hadi/Facebook)

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As the Tesla Semi’s expected production date draws nearer, the company appears to be ramping the road tests of its two electric truck prototypes. Apart from sightings of the silver Semi test mule across the United States, the red wrapped prototype that re-emerged last month seems to be racking up some real-world miles as well.

Just recently, the red wrapped electric truck was spotted conducting a run close near Tesla’s Fremont factory in CA. Unlike the red truck’s previous sightings, where it was spotted pulling a trailer, the Semi was running on its own this time around (known as “bobtailing” in the trucking industry). As could be seen in a video of the vehicle, the Semi is especially nimble on the road without a trailer attached.

Considering its red color scheme, the Tesla Semi prototype is undoubtedly eye-catching. When it was initially spotted, some members of the Tesla community even thought that the red vehicle was an entirely new prototype. That said, it eventually became evident that the truck was just a wrapped version of the matte black test mule that debuted back in 2017.

When the newly-wrapped truck was first spotted last month, Tesla enthusiast and r/TeslaMotors member u/CardSpecialist encountered the vehicle at the Kettleman Supercharger, where he was able to speak with the red Semi’s driver briefly. As noted by the Tesla community member, the Semi’s driver lightly pointed out that the red wrap had been attracting a lot more attention to the vehicle compared to its previous matte black paint scheme.

Tesla did not really provide any details as to why it opted to wrap the matte black Semi prototype in such an eye-catching color. With such a noticeable hue, though, it is difficult to argue that the all-electric long-hauler stands out even more, making it more noticeable for potential reservation holders

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The Tesla Semi, just like the company’s other vehicles like the Model 3, has the potential to disrupt a lucrative, high-profile industry. The trucking market, after all, presents a lot of opportunities, with the sector handling the transportation of up to 71% of the US’ food, retail goods, and other cargo being delivered every day. In the American Trucking Associations’ American Trucking Trends 2018 report, it was stated that the US trucking industry generated over $700 billion in economic activity in 2017. That’s a big market, and one that is just waiting to be disrupted and tapped.

In true Tesla fashion, the Semi is equipped with semi-autonomous features. During the vehicle’s unveiling, Musk hinted at an upcoming “Convoy Mode,” which would allow several trucks to draft close to each other semi-autonomously. Concept videos of Convoy Mode in action also hint at one manned Semi leading a couple of unmanned electric trucks. In his presentation for the Semi, Musk mentioned that the feature was already something that Tesla can accomplish with its existing technology.

The Tesla Semi is expected to start production sometime in 2019. That said, following statements from Tesla head of investor relations Martin Viecha hinted that the electric car maker would “earnestly” start manufacturing the truck by 2020.

Watch the red Tesla Semi prototype’s most recent sighting in the video below, courtesy of Aiyman Hadi.

https://www.facebook.com/aiymanh/videos/10161340036005608/

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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 Cybercab is changing the look of Austin’s roads, and it’s not even in production yet

Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.

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Credit: @niccruzpatane/X

Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently. 

Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.

Recent Cybercab sightings

Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.

Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.

Previewing the autonomous future

Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.

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The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds. 

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Tesla celebrates 9 million vehicles produced globally

The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.

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Credit: Tesla Asia/X

Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai. 

The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.

Tesla’s 9 million vehicle milestone

The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.” 

Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.

Giga Shanghai’s legacy

Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment. 

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Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub. 

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Tesla officially publishes Q4 2025 vehicle delivery consensus

By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.

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Credit: Tesla

Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025. 

By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.

Official consensus sets the record straight

Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars. 

Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.

Credit: Tesla Investor Relations

Tesla’s busy Q4 2025

Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.

The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals. 

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