Tesla Semi rival Freightliner recently revealed that its test fleet of all-electric commercial trucks has successfully crossed 700,000 miles of real-world travel. In part to several return-to-base type operations, including local and regional pick-up and delivery, Daimler Communications Manager Fred Ligouri detailed the trips and development of its eM2 box truck and eCascadia Class 8 tractor-trailer, the two vehicles responsible for the 700,000-mile travel statistic thus far.
The all-electric vehicle market is raging with competitors, and it goes far beyond the passenger car sector. With Tesla being the dominating force within electric passenger vehicles, fending off competition from several big-name manufacturers, the commercial vehicle sector is definitely wide open. Several companies are testing out all-electric commercial vehicles, and nobody has brought anything to the market that is being mass-produced at the moment. The Tesla Semi has been delayed on several occasions due to battery constraints, and other companies, like Nikola, have disappeared. It’s not to say that there won’t be a dominating company in this sector in the future, but up to this point, it is really anyone’s race.
Daimler Trucks’ line-up of commercial electric vehicles (from left to right): Freightliner eM2, Freightliner eCascadia, Thomas Built Buses Saf-T-Liner C2 Jouley, FUSO eCanter [Credit: Daimler North America]
With that being said, Freightliner believes they have what it takes to derail the hype that coincides with the Tesla Semi. After completing so many miles of real-world testing, Ligouri believes that Freightliner is moving closer to putting its all-electric trucks on the road as testing provides its engineers with valuable feedback from drivers who are giving honest opinions about the vehicles moving forward.
“These are real trucks hauling real freight in the real world and racking up zero-emissions mile after mile — in excess of 700,000 thus far,” Ligouri told Inverse. “Through this process of co-creation with our customers, we are ensuring durability and reliability for series-built trucks, incorporating purposeful innovations, and furnishing the opportunity for more and more fleets to experience eMobility.”
Freightliner is in no rush to put anything out before it’s absolutely ready. There are currently 38 preproduction trucks traveling around Southern California to develop modifications and improvements as the truck moves closer to its production stage. The testing phase is apart of Daimler’s Battery Electric Freightliner Customer Experience Fleet. Drivers are responsible for reporting suggestions, dislikes, and areas of improvement to the manufacturer, who considers each comment.
The trucks aren’t prepared for extremely-long and treacherous routes quite yet. The eM2 box truck packs only 230 miles of range, while the eCascadia can take drivers 250 miles per charge. It’s undoubtedly low compared to regular Semi-trucks, but it’s not to say that it won’t improve. And, after all, it travels with zero-emissions.
While Freightliner has an impressive statistic in its 700,000 miles of travel with its two all-electric trucks, it surely doesn’t have the only Semis on the road that are all-electric. The Tesla Semi has made some runs from Fremont, California, to Sparks, Nevada, and has been tested in real-world conditions as well. Additionally, several new sightings of the Tesla Semi have been reported recently, showing Tesla is undoubtedly working to pinpoint a date for a future production run of its all-electric commercial vehicle. After the recent promotion of Jerome Guillen from Automotive President to President of Heavy Trucking, it is evident Tesla is looking to make major strides in Semi development in 2021.
News
Tesla confirms that it finally solved its 4680 battery’s dry cathode process
The suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Tesla has confirmed that it is now producing both the anode and cathode of its 4680 battery cells using a dry-electrode process, marking a key breakthrough in a technology the company has been working to industrialize for years.
The update, disclosed in Tesla’s Q4 and FY 2025 update letter, suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Dry cathode 4680 cells
In its Q4 and FY 2025 update letter, Tesla stated that it is now producing 4680 cells whose anode and cathode were produced during the dry electrode process. The confirmation addresses long-standing questions around whether Tesla could bring its dry cathode process into sustained production.
The disclosure was highlighted on X by Bonne Eggleston, Tesla’s Vice President of 4680 batteries, who wrote that “both electrodes use our dry process.”
Tesla first introduced the dry-electrode concept during its Battery Day presentation in 2020, pitching it as a way to simplify production, reduce factory footprint, lower costs, and improve energy density. While Tesla has been producing 4680 cells for some time, the company had previously relied on more conventional approaches for parts of the process, leading to questions about whether a full dry-electrode process could even be achieved.
4680 packs for Model Y
Tesla also revealed in its Q4 and FY 2025 Update Letter that it has begun producing battery packs for certain Model Y vehicles using its in-house 4680 cells. As per Tesla:
“We have begun to produce battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply to help navigate increasingly complex supply chain challenges caused by trade barriers and tariff risks.”
The timing is notable. With Tesla preparing to wind down Model S and Model X production, the Model Y and Model 3 are expected to account for an even larger share of the company’s vehicle output. Ensuring that the Model Y can be equipped with domestically produced 4680 battery packs gives Tesla greater flexibility to maintain production volumes in the United States, even as global battery supply chains face increasing complexity.
Elon Musk
Tesla Giga Texas to feature massive Optimus V4 production line
This suggests that while the first Optimus line will be set up in the Fremont Factory, the real ramp of Optimus’ production will happen in Giga Texas.
Tesla will build Optimus 4 in Giga Texas, and its production line will be massive. This was, at least, as per recent comments by CEO Elon Musk on social media platform X.
Optimus 4 production
In response to a post on X which expressed surprise that Optimus will be produced in California, Musk stated that “Optimus 4 will be built in Texas at much higher volume.” This suggests that while the first Optimus line will be set up in the Fremont Factory, and while the line itself will be capable of producing 1 million humanoid robots per year, the real ramp of Optimus’ production will happen in Giga Texas.
This was not the first time that Elon Musk shared his plans for Optimus’ production at Gigafactory Texas. During the 2025 Annual Shareholder Meeting, he stated that Giga Texas’ Optimus line will produce 10 million units of the humanoid robot per year. He did not, however, state at the time that Giga Texas would produce Optimus V4.
“So we’re going to launch on the fastest production ramp of any product of any large complex manufactured product ever, starting with building a one-million-unit production line in Fremont. And that’s Line one. And then a ten million unit per year production line here,” Musk stated.
How big Optimus could become
During Tesla’s Q4 and FY 2025 earnings call, Musk offered additional context on the potential of Optimus. While he stated that the ramp of Optimus’ production will be deliberate at first, the humanoid robot itself will have the potential to change the world.
“Optimus really will be a general-purpose robot that can learn by observing human behavior. You can demonstrate a task or verbally describe a task or show it a task. Even show it a video, it will be able to do that task. It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP.
“It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does. Tesla, Inc. has never been a company to shy away from solving the hardest problems,” Musk stated.
Elon Musk
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
The comment follows reports that the rocket maker is weighing a transaction that could further consolidate Musk’s space and AI ventures.
Elon Musk appeared to confirm reports that SpaceX is exploring a potential merger with artificial intelligence startup xAI by responding positively to a post about the reported transaction on X.
Musk’s comment follows reports that the rocket maker is weighing a transaction that could further consolidate his space and AI ventures.
SpaceX xAI merger
As per a recent Reuters report, SpaceX has held discussions about merging with xAI, with the proposed structure potentially involving an exchange of xAI shares for SpaceX stock. The value, structure, and timing of any deal have not been finalized, and no agreement has been signed.
Musk appeared to acknowledge the report in a brief reply on X, responding “Yeah” to a post that described SpaceX as a future “Dyson Swarm company.” The comment references a Dyson Swarm, a sci-fi megastructure concept that consists of a massive network of satellites or structures that orbit a celestial body to harness its energy.
Reuters noted that two entities were formed in Nevada on January 21 to facilitate a potential transaction for the possible SpaceX-xAI merger. The discussions remain ongoing, and a transaction is not yet guaranteed, however.
AI and space infrastructure
A potential merger with xAI would align with Musk’s stated strategy of integrating artificial intelligence development with space-based systems. Musk has previously said that space-based infrastructure could support large-scale computing by leveraging continuous solar energy, an approach he has framed as economically scalable over time.
xAI already has operational ties to Musk’s other companies. The startup develops Grok, a large language model that holds a U.S. Department of Defense contract valued at up to $200 million. AI also plays a central role in SpaceX’s Starlink and Starshield satellite programs, which rely on automation and machine learning for network management and national security applications.
Musk has previously consolidated his businesses through share-based transactions, including Tesla’s acquisition of SolarCity in 2016 and xAI’s acquisition of X last year. Bloomberg has also claimed that Musk is considering a merger between SpaceX and Tesla in the future.
Tesla confirms that it finally solved its 4680 battery’s dry cathode process
Tesla Giga Texas to feature massive Optimus V4 production line
