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Tesla Semi gets ‘peppy and quiet’ hydrogen fuel cell competitor from Kenworth-Toyota
With support from the California Air Resources Board, Japanese auto giant Toyota and truck maker are collaborating to develop and build a limited run of hydrogen fuel trucks. The vehicles, which are Kenworth T680 trucks modified with Toyota’s hydrogen fuel cell powertrains, are expected to drive on routes around Los Angeles and further inland to San Bernardino. The actual specs of the vehicles have not been announced by either company, but the range of the hydrogen fuel cell T680 trucks are said to be 300 miles in “normal drayage operating conditions.”
Toyota and Paccar, the parent company behind Kenworth, took the wraps off the first hydrogen fuel cell long-hauler at this month’s Consumer Electronics Show in Las Vegas. The vehicle, which is classified as a Class 8 truck, stands to be a possible competitor for upcoming all-electric trucks like the Tesla Semi in the future. In a statement to CNBC, Brian Lindgren, Kenworth’s director of research and development, noted that utilizing hydrogen as a source of propulsion makes more sense for Class 8 vehicles than batteries, which power vehicles like Tesla’s all-electric long-hauler.
“We believe that carrying energy in the form of hydrogen for heavy-duty Class 8 trucks makes more sense than carrying it in batteries because the trucks can be refilled faster and offer longer range,” he said.
Lindgren’s point about faster refilling times for hydrogen fuel cell vehicles is quite justified, considering that a passenger car such as a Toyota Mirai could refill its tank with around 300 miles of range in roughly five minutes. That’s significantly faster than Tesla’s Superchargers, which are capable of charging roughly 200 miles of range in 30 minutes. Larger vehicles such as the hydrogen-electric Kenworth T680 trucks would likely take longer to refill than a passenger car such as the Mirai, but there’s a good chance that the long-hauler could still refill its tank faster than the Tesla Semi could charge its batteries, even if it is plugged into the upcoming Megacharger Network.
Toyota-Paccar’s Kenworth T680 hybrid fuel cell trucks caught the attention of some CES attendees due to the vehicle’s silent operation, which is nearly comparable to an all-electric truck. Lindgren, for his part, noted that drivers who have operated the truck actually appreciated the silence of the vehicle. “Drivers like these trucks because they are peppy and quiet,” he said.
Andy Lund, the Toyota chief engineer on the project, further stated that the hydrogen-electric trucks would have the same payload capacity as a diesel rig. Unlike its fossil fuel-powered counterparts, the hydrogen fuel cell Kenworth T680 long-haulers would only require a four-speed transmission, which is far simpler than the 18-gear transmissions usually fitted on Class 8 diesel trucks.
If there is one thing that would probably go against Toyota and Paccar’s hydrogen trucks, though, it would be their fuel efficiency. Kenworth’s director of research and development noted that the prototype trucks currently consume hydrogen at roughly the same rate as present diesel trucks, at around 5-7 mpg. The only advantage of the vehicles, of course, is that the trucks would only produce water vapor from their exhausts. This is a substantial advantage, considering that the trucking industry accounts for about 23% of carbon emissions from transportation in 2016, according to the Environmental Protection Agency.
That said, this would be something that Tesla could capitalize on. During the electric long-hauler’s unveiling, Musk noted that the Semi would cost operators $1.26 per mile to run, less than the standard $1.51 per mile that diesel-powered vehicles cost. Musk’s estimate has been met by skepticism by veterans of the trucking industry, but if the Tesla Semi’s operating costs stay true to the CEO’s estimate, then the vehicle would most certainly give itself a notable advantage over diesel and hydrogen-powered rivals when it starts operating on America’s roads.
Hydrogen fuel cells remain a polarizing solution for sustainable transportation. Elon Musk, for one, has openly discussed his dislike for hydrogen-electric transportation. In a statement to Autocar in 2014, for one, Musk went so far as to describe hydrogen fuel cell systems as “mind-bogglingly stupid.”
“They’re mind-bogglingly stupid. You can’t even have a sensible debate. Consider the whole fuel cell system against a Model S. It’s far worse in volume and mass terms, and far, far, worse in cost. And I haven’t even talked about hydrogen being so hard to handle. Success is simply not possible. Manufacturers do it [FCEVs] because they’re under pressure to show they’re doing something ‘constructive’ about sustainability. They feel it’s better to be working on a solution a generation away rather than something just around the corner. Hydrogen is always labeled the fuel of the future – and always will be,” Musk said.
Elon Musk initially announced that the Tesla Semi would start production sometime in 2019. That said, later statements from Tesla’s head of investor relations Martin Viecha suggested that the electric car maker would “earnestly” start producing the Semi by 2020.
Elon Musk
SpaceX just forced Verizon, AT&T and T-Mobile to team up for the first time in history
AT&T, T-Mobile, and Verizon just joined forces for one reason: Starlink is winning.
America’s three largest wireless carriers, AT&T, T-Mobile, and Verizon, announced on On May 14, 2026 that they had agreed in principle to form a joint venture aimed at pooling their spectrum resources to expand satellite-based direct-to-device (D2D) connectivity across the United States in what can be seen as a direct response to SpaceX’s Starlink initiative. D2D, in plain terms, is technology that lets a standard smartphone connect directly to a satellite in orbit, the same way it connects to a cell tower, with no extra hardware required.
The alliance is widely seen as a means to slow Starlink’s rapid expansion in the satellite internet and mobile markets. SpaceX’s Starlink Mobile service launched commercially in July 2025 through a partnership with T-Mobile, starting with messaging before expanding to broadband data. SpaceX secured access to valuable wireless spectrum through its $17 billion deal with EchoStar, paving the way for significantly faster satellite-to-phone speeds.
SpaceX was not shy about its reaction. SpaceX president and COO Gwynne Shotwell responded on X: “Weeeelllll, I guess Starlink Mobile is doing something right! It’s David and Goliath (X3) all over again — I’m bettin’ on David.” SpaceX’s VP of Satellite Policy David Goldman went further, flagging potential antitrust concerns and asking whether the DOJ would even allow three dominant competitors to coordinate in a market where a new rival is actively entering.
Weeeelllll, I guess @Starlink Mobile is doing something right! It’s David and Goliath (X3) all over again — I’m bettin’ on David 🙂 https://t.co/5GzS752mxL
— Gwynne Shotwell (@Gwynne_Shotwell) May 14, 2026
Financial analysts at LightShed Partners were blunt, saying the announcement showed the three carriers are “nervous,” and pointed to the timing: “You announce an agreement in principle when the point is the announcement, not the deal. The timing, weeks ahead of the SpaceX roadshow, was the point.”
As Teslarati reported, SpaceX’s next generation Starlink V2 satellites will deliver up to 100 times the data density of the current system, with custom silicon and phased array antennas enabling around 20 times the throughput of the first generation. The carriers’ JV, which has no definitive agreement, no financial structure, and no deployment timeline yet, will need to move quickly to matter.
Elon Musk’s SpaceX is targeting a Nasdaq listing as early as June 12, aiming for what would be the largest IPO in history. With Starlink now serving over 9 million subscribers across 155 countries, holding 59 carrier partnerships globally, and now powering Air Force One, the carriers’ joint venture announcement landed at exactly the wrong time to look like anything other than a defensive move.
Tesla just raised Model Y prices for the first time in two years, with the largest increase being $1,000.
The move signals shifting dynamics in the competitive electric vehicle market as the company continues to work on balancing demand, profitability, and accessibility.
The new pricing affects premium trims while leaving entry-level options unchanged. The Model Y Premium Rear-Wheel Drive (RWD) now starts at $45,990, a $1,000 increase.
The Model Y Premium All-Wheel Drive (AWD)—previously referred to in the post as simply “Model Y AWD”—rises to $49,990, also up $1,000. The top-tier Model Y Performance sees a more modest $500 bump, bringing its starting price to $57,990.
Tesla Model Y prices just went up:
New prices:
🚗 Model Y Premium RWD: $45,990 – up $1,000
🚗 Model Y AWD: $49,990 – up $1,000
🚗 Model Y Performance: $57,990 – up $500 https://t.co/e4GhQ0tj4H pic.twitter.com/TCWqr3oqiV— TESLARATI (@Teslarati) May 16, 2026
Base models remain untouched to preserve affordability. The entry-level Model Y RWD holds steady at $39,990, and the base Model Y AWD stays at $41,990. This selective approach keeps the crossover accessible for budget-conscious buyers while extracting more revenue from higher-margin configurations.
After years of aggressive price cuts to stimulate volume amid slowing EV adoption and rising competition from rivals like BYD, Ford, and GM, Tesla appears confident in underlying demand. Recent lineup refreshes for the 2026 Model Y, including refreshed styling and efficiency gains, have helped maintain its status as America’s best-selling EV.
By protecting base prices, Tesla avoids alienating price-sensitive customers while improving margins on the more popular variants.
Tesla Model Y ownership review after six months: What I love and what I don’t
For consumers, the changes are relatively modest—under 3% on affected trims—and still position the Model Y competitively against gas-powered SUVs in the same class. Federal tax credits and potential state incentives may further offset costs for eligible buyers.
This marks a subtle but notable shift from the deep discounting era that defined much of 2024 and 2025. As the EV market matures into 2026, Tesla’s pricing strategy will be closely watched for clues about production ramps, new variants like the rumored longer-wheelbase Model Y, and broader profitability goals.
In short, today’s adjustment reflects a company that remains dominant yet pragmatic—willing to test higher pricing where demand supports it. It is unlikely to deter consumers from choosing other options.
Elon Musk cannot be fired from SpaceX, and there’s a reason for that.
In a blunt post on X on Friday, Elon Musk confirmed plans to structurally shield his leadership at SpaceX, ensuring he cannot be fired while tying a potential trillion-dollar compensation package to the company’s long-term goal of establishing a self-sustaining colony on Mars.
Yes, I need to make sure SpaceX stays focused on making life multiplanetary and extending consciousness to the stars, not pandering to someone’s bullshit quarterly earnings bonus!
Obviously, IF SpaceX succeeds in this absurdly difficult goal, it will be worth many orders of…
— Elon Musk (@elonmusk) May 15, 2026
The revelation stems from a Financial Times report detailing SpaceX’s intention to restructure its governance and compensation framework. The moves are designed to protect Musk’s control and align his incentives with the company’s founding mission rather than short-term financial pressures. Musk’s reply left no ambiguity:
“Yes, I need to make sure SpaceX stays focused on making life multiplanetary and extending consciousness to the stars, not pandering to someone’s bullshit quarterly earnings bonus!”
He added that success in this “absurdly difficult goal” would generate value “many orders of magnitude more than the economy of Earth,” though he cautioned that the journey will not be smooth. “Don’t expect entirely smooth sailing along the way,” Musk wrote.
The strategy reflects Musk’s deep concerns about how public-market expectations could derail SpaceX’s core objective. Founded in 2002, SpaceX has repeatedly stated its purpose is to reduce the cost of space travel and ultimately make humanity a multiplanetary species.
Unlike Tesla, which went public in 2010 and has faced repeated battles over Musk’s compensation and board influence, SpaceX remains privately held. Musk has long resisted taking the rocket company public precisely to avoid the quarterly earnings treadmill that forces most CEOs to prioritize short-term stock performance over ambitious, high-risk projects.
By embedding protections against his removal and linking any outsized pay package to verifiable milestones—such as a functioning Mars colony—SpaceX aims to insulate its leadership from activist investors or board members who might demand faster profits or safer bets.
Musk has referenced past experiences, including his ouster from OpenAI and shareholder lawsuits at Tesla, as cautionary tales. In those cases, he argued, external pressures risked diluting the original vision.
Critics may view the arrangement as excessive, especially given Musk’s already substantial voting power and wealth. Supporters, however, argue it is a necessary safeguard for a company pursuing goals measured in decades rather than quarters. Achieving a Mars colony would require sustained investment in Starship development, orbital refueling, life-support systems, and in-situ resource utilization—technologies that may deliver no immediate financial return.
Musk’s post underscores a broader philosophical point: true breakthrough innovation often demands tolerance for volatility and a willingness to ignore conventional business wisdom. As SpaceX prepares for increasingly ambitious Starship test flights and eventual crewed missions, the new governance structure signals that the company’s North Star remains unchanged—humanity’s expansion beyond Earth.
Whether the trillion-dollar package materializes depends on execution, but Musk’s message is clear: SpaceX exists to reach the stars, not to chase the next earnings beat. For investors or employees who share that vision, the protections are not a perk—they are a prerequisite for success.
SpaceX just forced Verizon, AT&T and T-Mobile to team up for the first time in history
Tesla Model Y prices just went up for the first time in two years
