News
Tesla Semi could save lives if used as a military vehicle
The Tesla Semi features several benefits over traditional petrol-powered trucks. It’s faster, quieter, more powerful, and it’s far cheaper to operate. These characteristics give the Semi the potential to change the long-haul industry. But as it turns out, the Semi has the potential to revolutionize the military’s logistics as well, and it will likely save a lot of lives in the process.
As noted in a Breaking Defense report, access to gas during times of conflict comes at a terrible cost. In Afghanistan and Iraq, for example, hundreds of American troops have been slain and thousands more have been wounded over the years while moving supplies. Fuel, which is usually transported through large convoys of trucks, just happens to be very easy targets, and they do tend to get attacked.
Lt. Gen. Eric Wesley, the head of the US Army’s Futures & Concepts Center, noted that the military’s logistics burden gets drastically reduced once the need for gas sees a dramatic reduction. If the military stops employing long convoys of oil trucks during times of conflict, hundreds of lives could quite literally be saved. One way to accomplish this, of course, is through the use of electric trucks, such as the Tesla Semi.
Electric vehicles already present several advantages compared to petrol-powered machines. They’re inherently quiet, making them very difficult to detect. They’re easy to maintain as well, since they have relatively few parts compared to an internal combustion-powered vehicle. EVs can even stay off the grid for extended periods, provided that they are provided a setup that allows them to charge, such as solar panels and a battery storage unit.
“Battery costs have gone down precipitously over the last ten years. Recharge times have dropped, and ranges has grown longer. The trajectory that all of that is on, in the next two years, it’ll be far more efficient to have an electric vehicle than internal combustion, so we’re already, I would argue, late to the need,” he said.
Apart from not needing any gas, electric vehicles like the Semi can also generate power for high-tech combat systems such as sensors, command networks, and even some advanced weaponry. A Tesla Semi outfitted for the army could even be equipped with some batteries to serve as a charging station for other electric army vehicles. Granted, Wesley noted that batteries today may not be energy-dense enough to power heavy equipment like tanks yet, but for light tactical vehicles, EVs are already a good fit for the army’s needs.
Of course, there are still several challenges that need to be addressed before electric vehicles can be deployed for the military. The costs of transitioning the military’s current fleet to EVs is also substantial, and other issues such as charging infrastructure must be ironed out. The supply chains for electric army vehicles must also be secured. Yet considering that an all-electric transportation sector is all but assured today, addressing such challenges may very well be a priority.
The Lt. General’s team is currently producing a white paper that will explore the idea of electric military machines. The study will be submitted to the four-star chief of Army Futures Command, Gen. John “Mike” Murray. For Lt. General Wesley, transitioning the army to EVs may very well be a pertinent goal, considering that the age of the internal combustion engine may be ending.
“Tesla is building large [semitrailer] trucks. UPS and FedEx are starting to buy these vehicles to learn how they move into that area. The entire automotive industry is migrating towards this idea of electrification, and there’s a lot of good reasons for it. And as the entire industry goes to electrification, the supply of internal combustion engine parts is going to go down and therefore prices are going to go up,” he said.
News
Tesla sells 3 million Model 3 since 2017, one in every 1.5 minutes
This translates to one Model 3 being sold every 1.5 minutes on average for the past eight years.
Tesla has announced that the Model 3 sedan has sold 3 million units since it started customer deliveries in 2017. As per the electric vehicle maker, this translates to one Model 3 being sold every 1.5 minutes on average for the past eight years.
Massive Milestone
Tesla China VP Grace Tao announced the Model 3’s milestone on Weibo, highlighting that the all-electric sedan has been a tried and tested vehicle that has earned accolades throughout its tenure. She also highlighted that in a recent test, Car and Driver gave the Model 3 a perfect score.
“Model 3 has become the choice of more than 3 million car owners worldwide, and has won the global pure electric sedan sales champion for seven consecutive years,” Tao wrote in her Weibo post.
She also invited everyone to try and test drive the Model 3 sedan, so they could experience the vehicle personally. “Everyone is welcome to come to the store to test drive and experience this global car and champion car,” the Tesla executive added.
Tesla’s Mainstream Bet
There was once a time when Tesla’s future relied on the Model 3’s success. When the Model 3 was unveiled, Tesla was still gaining its footing as a premium automaker that produces the Model S and Model X. The Model 3 was the company’s first mass-market car, and it was Tesla’s first foray into serious mass production. At the time, it was no exaggeration to state that Tesla’s survival depended on the Model 3.
The Model 3’s runaway success was a victory not just for Tesla but for the overall electric vehicle sector as a whole. Because the Model 3 was simply a great car, electric or otherwise, it was able to prove that there is serious demand for reasonably-priced mass market EVs. It was also able to pave the way for the Model Y, Tesla’s mass market all-electric crossover that ultimately became the world’s best-selling car in 2023 and 2024.
Investor's Corner
Tesla ‘Model Q’ gets bold prediction from Deutsche Bank that investors will love
Tesla’s Model Q could be on the way soon, and a new note from Deutsche Bank thinks it will contribute to Q4 deliveries.
The Tesla “Model Q” has been in the rumor mill for the company for several years, but a recent note from Wall Street firm Deutsche Bank seems to indicate that it could be on its way in the near future.
This comes as Tesla has been indicating for several quarters that its development of affordable models was “on track” for the first half of 2025. The company did not say it would unveil the vehicles in the first half, but many are anticipating that more cost-friendly models could be revealed to the public soon.
Potential affordable Tesla “Model 2/Model Q” test car spotted anew in Giga Texas
The Deutsche Bank note refers to one of the rumored affordable models as the “Model Q,” but we’ve also seen it referred to as the “Model 2,” amongst other names. Tesla has not officially coined any of its upcoming vehicles as such, but these are more of a universally accepted phrase to identify them, at least for now.
The rumors stem from sentiments regarding Tesla’s 2025 delivery projections, which are tempered as the company seeks to maintain a steady pace compared to 2023 and 2024, when it reported 1.8 million deliveries.
Deutsche Bank’s analysts believe the deliveries could be around 1.58 million, but they state this is a cautious stance that could be impacted by several things, including the potential launch of the Model Q, which they believe will make its way to market in Q4:
“Looking at the rest of the year, we maintain a cautious stance on volume calling for 1.58m vehicle deliveries (-12% YoY) vs. consensus +1.62m, with the timing of Model Q rollout as the key swing factor (we now assume only 25k in Q4). In China, Tesla will introduce the Model Y L this fall (6 inch longer wheel base allowing for larger 3-row seating with six seats).”
Interestingly, the same firm also predicted that the Model Q would launch in the first half of the year based on a note that was released in early December 2024.
Those estimations came from a reported meeting that Deutsche Bank had with Tesla late last year, where it said it aimed to launch the Model Q for less than $30,000 and aimed for it to compete with cars like the Volkswagen ID.3 and BYD Dolphin.
Tesla’s Q2 Earnings Call is slated for this Wednesday and could reveal some additional details about the affordable models.
Elon Musk
Tesla preps to expand Robotaxi geofence once again, answering Waymo
Just days after Waymo responded to them, Tesla is preparing for a potentially massive expansion of the Robotaxi geofence.
Tesla is preparing to expand its Robotaxi geofence yet again, just days after Waymo responded to its initial broadening of the area.
Tesla launched its first expansion last week, less than a month after introducing Robotaxi rides in Austin.
The company opted for a very interesting shape for its geofence expansion, which was more of an indication that it could launch more rides in virtually any area of the city due to the new geofence it chose.
Waymo then responded to Tesla shortly after with an expansion of its own. After Tesla’s first expansion of its geofence, it had 42 square miles of Robotaxi-accessible travel region. This was larger than Waymo’s 37 square miles.
However, the Waymo expansion last week brought the company to a substantial 90 square miles of Austin:
Waymo responds to Tesla’s Robotaxi expansion in Austin with bold statement
Tesla appears to be ready to respond. Drone operator and Gigafactory Texas observer Joe Tegtmeyer spotted Tesla Robotaxi validation vehicles well west of downtown Austin in the area of Marble Falls, Texas.
This would significantly increase Tesla’s square mileage if it could manage to bring its geofence to that size:
🚨 We could see Tesla’s response to Waymo’s expansion in Austin very soon
Based on Tesla’s expansion last time, it’s safe to assume they can go to any area of Austin whenever they choose
It’s not a coincidence they chose, well, you know, the shape they did 🤣 https://t.co/xB92SQ1ntC
— TESLARATI (@Teslarati) July 19, 2025
The two companies are not directly responding to one another with these expansions, but it appears that there is a significant amount of competition underway, which ultimately benefits the consumers.
Waymo has been operating in Texas since March from a fully public perspective, while Tesla is still slowly expanding its test size for the Robotaxi fleet on a nearly daily basis. Tesla launched Robotaxi rides to a handful of Early Access Program members on June 22.
Tesla is also expanding to other regions of the United States, particularly in Arizona and California. However, the Texas expansion is a priority currently, as it is the only region where Tesla has received approval to operate passenger rides in a driverless setting in the country.
Tesla sells 3 million Model 3 since 2017, one in every 1.5 minutes
Tesla ‘Model Q’ gets bold prediction from Deutsche Bank that investors will love
Tesla preps to expand Robotaxi geofence once again, answering Waymo
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