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Tesla Semi competitor Nikola Motor promotes custom OS, 3-yr production estimate

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As it continues the development of its first hydrogen-electric truck, Tesla Semi rival Nikola Motor posted an update on the software development for its vehicles. In a post on Twitter, Nikola noted that its custom operating system has reached a point where it could be cold booted in seconds. The hydrogen-electric truck startup also provided what appears to be a brief update on its software’s rollout. In its post, Nikola mentioned that its software still has three years of optimization left before it enters production.

While Nikola is yet to release details about the upcoming custom OS for its hydrogen-electric trucks, the company has teased a number of features centered around its software nonetheless. Among these is the Digital Cockpit, which allows drivers to control most of the trucks’ functions and through a center 21″ touchscreen, as well as a feature called Surround Vision, which gives operators a virtual aerial view of the area surrounding the truck in real time. This feature is made possible by using a suite of cameras, radar, sonar, and computing software, allowing truck drivers to fully cover their blind spots while driving. Nikola also notes that its vehicles are equipped with the necessary hardware to enable full autonomous safety and convenience features.

That said, Nikola does have quite a lot of work to do before it could market its hydrogen-electric trucks as a viable alternative to diesel and all-electric long-haulers like the Tesla Semi, which is expected to begin initial production sometime this year. Nevertheless, the hydrogen-electric truck startup has ambitious plans for its vehicles’ hydrogen refueling network, with the company aiming to set up an estimated 820 refilling stations operating across the United States by 2028.  

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The emergence of zero-emissions vehicles like the Nikola One and the Tesla Semi could herald the start of a new era for the trucking market. Considering their capabilities, vehicles like Nikola One could replace long-range diesel trucks, and all-electric units like the Tesla Semi could easily dominate the market for shorter-range routes. This particular point appears to be evident for Nikola Motor CEO Trevor Milton, who recently took to LinkedIn to invite former Tesla employees who were affected by the electric car maker’s recent round of layoffs, which affected 7% of the company’s workforce.

In his post, Milton noted that his invitation to former Tesla employees is not in any way throwing shade at the electric car maker. The Nikola CEO also stated that the hydrogen-electric truck maker has “large cash reserves” to support hundreds of new employees. Following is Milton’s LinkedIn invitation

“Forward this on to all Tesla workers. Anyone who was affected by the #tesla layoffs, please let me know and I’ll try to get you in front of our HR to be reviewed. We have hired as many as fit our positions from the #faraday and #gm layoffs so this is not a bash on Tesla. We are hiring hundreds of positions and have large cash reserves with a great company culture. See our glass door. I am taking time out of my crazy schedule to try to help in these situations.

“I feel for everyone that goes through that especially with financial obligations. If #tesla could they would keep everyone but it’s the result in growing in a competitive market. I hope I can help all those affected. Please DM me directly WITH your resume attached. I don’t have time to email asking for it so please include it and I’ll try to help as much as I can. You can also email joe.pike@nikolamotor.com if you want direct contact to HR.” 

Nikola is currently preparing for Nikola World 2019, a two-day event in April that would feature the unveiling of the pre-production models of its hydrogen-electric trucks. The hydrogen-electric truck startup is also planning to unveil a 2.3-megawatt H2 fueling station that serves as a model for Nikola’s upcoming network of refilling stations at the upcoming event.

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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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Elon Musk and Tesla AI Director share insights after empty driver seat Robotaxi rides

The executives’ unoccupied tests hint at the rapid progress of Tesla’s unsupervised Robotaxi efforts.

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Ashok Elluswamy

Tesla CEO Elon Musk and AI Director Ashok Elluswamy celebrated Christmas Eve by sharing personal experiences with Robotaxi vehicles that had no safety monitor or occupant in the driver’s seat. Musk described the system’s “perfect driving” around Austin, while Elluswamy posted video from the back seat, calling it “an amazing experience.”

The executives’ unoccupied tests hint at the rapid progress of Tesla’s unsupervised Robotaxi efforts.

Elon and Ashok’s firsthand Robotaxi insights

Prior to Musk and the Tesla AI Director’s posts, sightings of unmanned Teslas navigating public roads were widely shared on social media. One such vehicle was spotted in Austin, Texas, which Elon Musk acknowleged by stating that “Testing is underway with no occupants in the car.” 

Based on his Christmas Eve post, Musk seemed to have tested an unmanned Tesla himself. “A Tesla with no safety monitor in the car and me sitting in the passenger seat took me all around Austin on Sunday with perfect driving,” Musk wrote in his post.

Elluswamy responded with a 2-minute video showing himself in the rear of an unmanned Tesla. The video featured the vehicle’s empty front seats, as well as its smooth handling through real-world traffic. He captioned his video with the words, “It’s an amazing experience!”

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Towards Unsupervised operations

During an xAI Hackathon earlier this month, Elon Musk mentioned that Tesla owed be removing Safety Monitors from its Robotaxis in Austin in just three weeks. “Unsupervised is pretty much solved at this point. So there will be Tesla Robotaxis operating in Austin with no one in them. Not even anyone in the passenger seat in about three weeks,” he said. Musk echoed similar estimates at the 2025 Annual Shareholder Meeting and the Q3 2025 earnings call.

Considering the insights that were posted Musk and Elluswamy, it does appear that Tesla is working hard towards operating its Robotaxis with no safety monitors. This is quite impressive considering that the service was launched just earlier this year.

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Starlink passes 9 million active customers just weeks after hitting 8 million

The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.

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Credit: Starlink/X

SpaceX’s Starlink satellite internet service has continued its rapid global expansion, surpassing 9 million active customers just weeks after crossing the 8 million mark. 

The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.

9 million customers

In a post on X, SpaceX stated that Starlink now serves over 9 million active users across 155 countries, territories, and markets. The company reached 8 million customers in early November, meaning it added roughly 1 million subscribers in under seven weeks, or about 21,275 new users on average per day. 

“Starlink is connecting more than 9M active customers with high-speed internet across 155 countries, territories, and many other markets,” Starlink wrote in a post on its official X account. SpaceX President Gwynne Shotwell also celebrated the milestone on X. “A huge thank you to all of our customers and congrats to the Starlink team for such an incredible product,” she wrote. 

That growth rate reflects both rising demand for broadband in underserved regions and Starlink’s expanding satellite constellation, which now includes more than 9,000 low-Earth-orbit satellites designed to deliver high-speed, low-latency internet worldwide.

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Starlink’s momentum

Starlink’s momentum has been building up. SpaceX reported 4.6 million Starlink customers in December 2024, followed by 7 million by August 2025, and 8 million customers in November. Independent data also suggests Starlink usage is rising sharply, with Cloudflare reporting that global web traffic from Starlink users more than doubled in 2025, as noted in an Insider report.

Starlink’s momentum is increasingly tied to SpaceX’s broader financial outlook. Elon Musk has said the satellite network is “by far” the company’s largest revenue driver, and reports suggest SpaceX may be positioning itself for an initial public offering as soon as next year, with valuations estimated as high as $1.5 trillion. Musk has also suggested in the past that Starlink could have its own IPO in the future. 

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NVIDIA Director of Robotics: Tesla FSD v14 is the first AI to pass the “Physical Turing Test”

After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine.

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Credit: Grok Imagine

NVIDIA Director of Robotics Jim Fan has praised Tesla’s Full Self-Driving (Supervised) v14 as the first AI to pass what he described as a “Physical Turing Test.”

After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine. And just like smartphones today, removing it now would “actively hurt.”

Jim Fan’s hands-on FSD v14 impressions

Fan, a leading researcher in embodied AI who is currently solving Physical AI at NVIDIA and spearheading the company’s Project GR00T initiative, noted that he actually was late to the Tesla game. He was, however, one of the first to try out FSD v14

“I was very late to own a Tesla but among the earliest to try out FSD v14. It’s perhaps the first time I experience an AI that passes the Physical Turing Test: after a long day at work, you press a button, lay back, and couldn’t tell if a neural net or a human drove you home,” Fan wrote in a post on X. 

Fan added: “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.”

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The Physical Turing Test

The original Turing Test was conceived by Alan Turing in 1950, and it was aimed at determining if a machine could exhibit behavior that is equivalent to or indistinguishable from a human. By focusing on text-based conversations, the original Turing Test set a high bar for natural language processing and machine learning. 

This test has been passed by today’s large language models. However, the capability to converse in a humanlike manner is a completely different challenge from performing real-world problem-solving or physical interactions. Thus, Fan introduced the Physical Turing Test, which challenges AI systems to demonstrate intelligence through physical actions.

Based on Fan’s comments, Tesla has demonstrated these intelligent physical actions with FSD v14. Elon Musk agreed with the NVIDIA executive, stating in a post on X that with FSD v14, “you can sense the sentience maturing.” Musk also praised Tesla AI, calling it the best “real-world AI” today.

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