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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 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
