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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.

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

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.

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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.

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 to fix 219k vehicles in recall with simple software update

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Credit: Tesla

Tesla is going to fix the nearly 219,000 vehicles that it recalled due to an issue with the rearview camera with a simple software update, giving owners no need to travel to a service center to resolve the problem.

Tesla is formally recalling 218,868 U.S. vehicles after regulators discovered a software glitch that can delay the rearview camera image by up to 11 seconds when drivers shift into reverse.

The affected models include certain 2024-2025 Model 3 and Model Y, as well as 2023-2025 Model S and Model X vehicles running software version 2026.8.6 and equipped with Hardware 3 computers. The National Highway Traffic Safety Administration (NHTSA) determined the lag violates Federal Motor Vehicle Safety Standard 111 on rear visibility and could increase crash risk.

Yet this is no ordinary recall. Owners do not need to schedule a service-center visit, hand over keys, or wait for parts.

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Tesla fans call for recall terminology update, but the NHTSA isn’t convinced it’s needed

Tesla identified the issue on April 10, halted further deployment of the faulty firmware the same day, and began pushing a corrective over-the-air (OTA) software update on April 11.

By the time the NHTSA posted the recall notice on May 6, more than 99.92 percent of the affected fleet had already received the fix. Tesla reports no crashes, injuries, or fatalities linked to the glitch.

The episode underscores a deeper problem with regulatory language. For decades, “recall” meant hauling a vehicle to a dealership for hardware repairs or replacements. That definition no longer fits software-defined cars. When a fix arrives wirelessly in minutes — identical to an iPhone update — the term evokes unnecessary alarm and misleads the public about the actual risk and remedy.

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Elon Musk has repeatedly called for exactly this change. After earlier NHTSA actions, he stated plainly: “The terminology is outdated & inaccurate. This is a tiny over-the-air software update.” On another occasion, he added that labeling OTA fixes as recalls is “anachronistic and just flat wrong.”

Musk’s point is simple: regulators must evolve their vocabulary to match the technology. Traditional recalls involve physical intervention and downtime; OTA updates do not. Retaining the old label distorts consumer perception, inflates perceived defect rates, and slows the industry’s shift to faster, safer software iteration.

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Tesla’s rapid, remote remedy demonstrates the safety advantage of over-the-air capability. Problems that once required weeks of dealer appointments are now resolved in hours, often before most owners notice. As more automakers adopt software-first designs, the entire regulatory framework needs to catch up.

Updating “recall” terminology would align language with reality, reduce public confusion, and recognize that modern vehicles are no longer static hardware — they are continuously improving computers on wheels.

For the 219,000 Tesla owners involved, the process is already complete. The camera works, the car is safe, and no one left their driveway. That is the new standard — and the vocabulary should reflect it.

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Tesla is seeing record sales rebounds in key markets globally

Tesla reported robust sales momentum in April 2026, extending a multi-month recovery in its two largest markets amid intensifying global EV competition.

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Credit: Tesla

Tesla is seeing record sales rebounds in key markets across the world, and as skeptics and bears of the company that builds electric powertrains rejoice on the weak registration figures that have been reported in the past, the Musk-fronted company is keen on making a comeback.

Tesla reported robust sales momentum in April 2026, extending a multi-month recovery in its two largest markets amid intensifying global EV competition.

While the company does not release official monthly global delivery figures—reserving those for quarterly reports—data from local registration and wholesale sources show significant year-over-year gains in China and several European countries, building on a turnaround from 2025’s declines.

In China, Tesla’s Shanghai Gigafactory shipped 79,478 Model 3 and Model Y vehicles in April, a 36% increase from the same month last year. The figure marks the sixth consecutive month of year-on-year growth for China-made EVs, which include both domestic sales and exports to Europe and other regions.

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Although down slightly from March’s 85,670 units, the April performance underscores Tesla’s resilience against domestic rivals like BYD. Wholesale volumes from the plant have helped Tesla regain ground after softer retail figures earlier in the year, with analysts noting improved demand fueled by competitive pricing and new configurations

Europe also delivered encouraging results. Registrations—a close proxy for sales—surged in multiple countries. France posted a 112 percent jump, Sweden 111%, Denmark 102%, and Ireland 100%. The Netherlands rose 23%, while Belgium and Romania recorded gains of 47% and 53%, respectively.

These double- and triple-digit increases reflect a broader EV market recovery across the continent, where battery-electric vehicle market share climbed to 20.5% in Q1 2026 from 13.2% a year earlier. Chinese brands continue to challenge Tesla’s position in some markets, but the U.S. automaker’s rebound has been widespread in Northern and Western Europe.

Germany, Europe’s largest auto market, contributed to the positive momentum. Although full April registration data had not yet been released as of early May, March’s figures were record-setting: 9,252 Tesla vehicles registered, a staggering 315% increase year-over-year and the company’s strongest March performance in years.

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That month alone accounted for 72% of Tesla’s Q1 total in Germany (12,829 units, up 160%). Industry observers expect April to follow suit, supported by new EV subsidies and rising fuel prices.

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The April figures come after Tesla’s Q1 2026 global deliveries of 358,023 vehicles, which showed modest growth but trailed some analyst expectations. The European and Chinese rebounds suggest accelerating demand heading into Q2, driven by refreshed lineups, competitive pricing, and expanding charging infrastructure.

However, Tesla faces ongoing pressure from lower-cost Chinese competitors and softening demand in select markets like Norway and Portugal, where April registrations fell sharply.

Overall, April’s data paints an optimistic picture for Tesla. The company’s ability to post consistent growth in China while reclaiming share in Europe signals renewed strength after 2025’s challenges.

Investors and analysts will watch closely for May and June numbers as Tesla prepares its Q2 report, which could confirm whether this rebound translates into sustained record-setting momentum. With approximately 450 words, this snapshot highlights how targeted execution is paying dividends in Tesla’s most critical regions

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Tesla Semi hauls fresh Cybercab batch as Robotaxi era takes hold

A Tesla Semi was filmed hauling Cybercab units out of Giga Texas for the first time.

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A Tesla Semi loaded with Cybercab units was recently filmed leaving Gigafactory Texas, marking what appears to be the first documented delivery run of Tesla’s autonomous two-seater. The footage shows multiple Cybercabs secured on a flatbed trailer being hauled by a production Tesla Semi, a truck rated for a gross combination weight of 82,000 lbs. The location is consistent with Giga Texas in Austin, where Cybercab production has been ramping since February 2026.

The sighting follows a wave of Cybercab activity at the Austin facility. In late April, drone operator Joe Tegtmeyer spotted approximately 60 Cybercabs parked in two organized groups in the factory’s outbound lot, the largest concentration observed to date. Units being staged in an outbound lot is a standard pre-delivery step, and the Semi footage is the logical next frame in that sequence.


This is not the first time Tesla has used its own Semi to move Tesla products. When the Semi was unveiled in 2017, Musk noted it would be used for Tesla’s own operations, and over the years Semi prototypes were spotted carrying cargo ranging from concrete weights to Tesla vehicles being delivered to consumers. In 2023, a Semi was photographed transporting a Cybertruck on a trailer ahead of that vehicle’s delivery launch.

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The Cybercab itself was first revealed publicly at Tesla’s “We, Robot” event on October 10, 2024, at Warner Bros. Studios in Burbank, where 20 pre-production units gave attendees rides around the studio lot. Musk stated at the event that Tesla intends to produce the Cybercab before 2027. The first production unit rolled off the Giga Texas line on February 17, 2026, with Musk posting on X: “Congratulations to the Tesla team on making the first production Cybercab.”

Tesla’s annual production goal is 2 million Cybercabs per year once multiple factories reach full design capacity, with the company targeting a price under $30,000 per unit. Tesla has confirmed plans to expand its robotaxi service to seven cities in the first half of 2026, including Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas, building on the unsupervised service already running in Austin. Musk has said he expects robotaxis to cover between a quarter and half of the United States by end of year.

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