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Tesla Semi reservation holders are remaining unfazed amid skepticism, rising competition

[Credit: IllinoisUPSers/Twitter]

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While there remains a notable amount of skepticism from legacy trucking companies, the emergence of zero-emissions semi-trailers is looking more and more inevitable. Among these vehicles is the Tesla Semi, a battery-powered all-electric vehicle aimed at disrupting the lucrative trucking market.

Tesla pulled no punches with the Semi, with the Class 8 truck being capable of traveling up to 500 miles with one charge. In true Tesla tradition, the Tesla Semi is also very quick, thanks to its four Model 3-derived electric motors whose instant torque allows it to accelerate from 0-60 mph in 5 seconds flat without a trailer. That’s muscle car-level acceleration — from a large, fully capable electric long-hauler.

When Elon Musk announced the Semi last year, he noted that the vehicle is expected to start production sometime in 2019. Such a timeline is an aggressive goal for the company, considering that Tesla is yet to announce where the large electric truck would be built. Considering Elon Musk’s tendency to be overly optimistic about his targets, as well as Tesla head of investor relations Martin Viecha’s statement earlier this year when he noted that the company is “earnestly” planning on producing the Semi by 2020, skeptics of the company suggest that the all-electric truck would likely see notable manufacturing delays, just like the Model 3 and Model X.

Despite these reservations, Tesla Semi reservation holders appear to be fully confident in the company’s capability to deliver the vehicle. In a statement last month, NFI Industries vice president of fleet services James O’Leary, whose company ordered 10 Semis, stated that the electric car maker is actually staying relatively consistent with its self-imposed timeline.

“They are staying relatively consistent with their timeline, even though Elon doesn’t talk about it on their earnings call,” he said.

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Albertsons Companies, one of the United States’ largest food and drug retailers, revealed its order of 10 Tesla Semis earlier this month. In a press release, the company noted that its adoption of the Semi is part of its efforts to decrease its overall carbon emissions and run a cleaner fleet. Tom Nartker, VP of Transportation, stated that Tesla Semi would play a part in advancing the company’s supply chain efficiency and sustainability as well.  

“Advancing supply chain efficiency and sustainability is an important goal for our company. We’re excited to pilot this expansion of our transportation program with trucks that help us limit our overall carbon footprint,” Nartker said.

Much like the passenger car market, the emergence of electric-powered vehicles is starting to become notable in the trucking industry. Legacy automaker Daimler, for one, has released vehicles like an electrified Freightliner as an alternative to fossil fuel-powered trucks. Hydrogen-electric vehicles from startups like Nikola Motor are also expected to enter the market in the coming years. Amidst these competitors, the Tesla Semi could very well play a large part in the emerging zero-emissions trucking market, as it aims to prove that battery-powered long-haulers are fully-capable of performing tasks usually reserved for diesel trucks.

The market for the Tesla Semi is vast, and so far, reactions from the market have been encouraging. As of the company’s Q1 2018 earnings call, CEO Elon Musk and CTO JB Straubel noted that Tesla had around 2,000 reservations for the vehicle, from companies such as PepsiCo, FedEx, and UPS in the United States and Bee’ah from the United Arab Emirates, to name a few. Overall, Tesla appears to have targeted the perfect market that is ready to be disrupted with the Semi — and it is a market that is prepared to invest and wait for a vehicle that would satisfy its needs.

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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 FSD fleet is nearing 7 billion total miles, including 2.5 billion city miles

As can be seen on Tesla’s official FSD webpage, vehicles equipped with the system have now navigated over 6.99 billion miles.

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Tesla’s Full Self-Driving (Supervised) fleet is closing in on almost 7 billion total miles driven, as per data posted by the company on its official FSD webpage. 

These figures hint at the massive scale of data fueling Tesla’s rapid FSD improvements, which have been quite notable as of late.

FSD mileage milestones

As can be seen on Tesla’s official FSD webpage, vehicles equipped with the system have now navigated over 6.99 billion miles. Tesla owner and avid FSD tester Whole Mars Catalog also shared a screenshot indicating that from the nearly 7 billion miles traveled by the FSD fleet, more than 2.5 billion miles were driven inside cities. 

City miles are particularly valuable for complex urban scenarios like unprotected turns, pedestrian interactions, and traffic lights. This is also the difference-maker for FSD, as only complex solutions, such as Waymo’s self-driving taxis, operate similarly on inner-city streets. And even then, incidents such as the San Francisco blackouts have proven challenging for sensor-rich vehicles like Waymos. 

Tesla’s data edge

Tesla has a number of advantages in the autonomous vehicle sector, one of which is the size of its fleet and the number of vehicles training FSD on real-world roads. Tesla’s nearly 7 billion FSD miles then allow the company to roll out updates that make its vehicles behave like they are being driven by experienced drivers, even if they are operating on their own. 

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So notable are Tesla’s improvements to FSD that NVIDIA Director of Robotics Jim Fan, after experiencing FSD v14, noted that the system is the first AI that passes what he described as a “Physical Turing Test.” 

“Despite knowing exactly how robot learning works, I still find it magical watching the steering wheel turn by itself. First it feels surreal, next it becomes routine. Then, like the smartphone, taking it away actively hurts. This is how humanity gets rewired and glued to god-like technologies,” Fan wrote in a post on X. 

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Tesla starts showing how FSD will change lives in Europe

Local officials tested the system on narrow country roads and were impressed by FSD’s smooth, human-like driving, with some calling the service a game-changer for everyday life in areas that are far from urban centers.

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Credit: Grok Imagine

Tesla has launched Europe’s first public shuttle service using Full Self-Driving (Supervised) in the rural Eifelkreis Bitburg-Prüm region of Germany, demonstrating how the technology can restore independence and mobility for people who struggle with limited transport options. 

Local officials tested the system on narrow country roads and were impressed by FSD’s smooth, human-like driving, with some calling the service a game-changer for everyday life in areas that are far from urban centers.

Officials see real impact on rural residents

Arzfeld Mayor Johannes Kuhl and District Administrator Andreas Kruppert personally tested the Tesla shuttle service. This allowed them to see just how well FSD navigated winding lanes and rural roads confidently. Kruppert said, “Autonomous driving sounds like science fiction to many, but we simply see here that it works totally well in rural regions too.” Kuhl, for his part, also noted that FSD “feels like a very experienced driver.”

The pilot complements the area’s “Citizen Bus” program, which provides on-demand rides for elderly residents who can no longer drive themselves. Tesla Europe shared a video of a demonstration of the service, highlighting how FSD gives people their freedom back, even in places where public transport is not as prevalent.

What the Ministry for Economic Affairs and Transport says

Rhineland-Palatinate’s Minister Daniela Schmitt supported the project, praising the collaboration that made this “first of its kind in Europe” possible. As per the ministry, the rural rollout for the service shows FSD’s potential beyond major cities, and it delivers tangible benefits like grocery runs, doctor visits, and social connections for isolated residents. 

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“Reliable and flexible mobility is especially vital in rural areas. With the launch of a shuttle service using self-driving vehicles (FSD supervised) by Tesla in the Eifelkreis Bitburg-Prüm, an innovative pilot project is now getting underway that complements local community bus services. It is the first project of its kind in Europe. 

“The result is a real gain for rural mobility: greater accessibility, more flexibility and tangible benefits for everyday life. A strong signal for innovation, cooperation and future-oriented mobility beyond urban centers,” the ministry wrote in a LinkedIn post

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Tesla China quietly posts Robotaxi-related job listing

Tesla China is currently seeking a Low Voltage Electrical Engineer to work on circuit board design for the company’s autonomous vehicles.

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Credit: Tesla

Tesla has posted a new job listing in Shanghai explicitly tied to its Robotaxi program, fueling speculation that the company is preparing to launch its dedicated autonomous ride-hailing service in China. 

As noted in the listing, Tesla China is currently seeking a Low Voltage Electrical Engineer to work on circuit board design for the company’s autonomous vehicles.

Robotaxi-specific role

The listing, which was shared on social media platform X by industry watcher @tslaming, suggested that Tesla China is looking to fill the role urgently. The job listing itself specifically mentions that the person hired for the role will be working on the Low Voltage Hardware team, which would design the circuit boards that would serve as the nervous system of the Robotaxi. 

Key tasks for the role, as indicated in the job listing, include collaboration with PCB layout, firmware, mechanical, program management, and validation teams, among other responsibilities. The role is based in Shanghai.

China Robotaxi launch

China represents a massive potential market for robotaxis, with its dense urban centers and supportive policies in select cities. Tesla has limited permission to roll out FSD in the country, though despite this, its vehicles have been hailed as among the best in the market when it comes to autonomous features. So far, at least, it appears that China supports Tesla’s FSD and Robotaxi rollout.

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This was hinted at in November, when Tesla brought the Cybercab to the 8th China International Import Expo (CIIE) in Shanghai, marking the first time that the autonomous two-seater was brought to the Asia-Pacific region. The vehicle, despite not having a release date in China, received a significant amount of interest among the event’s attendees. 

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