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Tesla Semi sleeper section and large side storage teased in new video
Recent videos of the Tesla Semi at the 2024 IAA Transportation trade show in Hannover, Germany have revealed some new details about the production version of the Class 8 all-electric truck. These include, among other things, a space for a sleeper area and some clever storage space on the sides of the vehicle.
The Tesla Semi was initially unveiled in late 2017, though deliveries of the vehicle to its first customer, PepsiCo, started in December 2022. A number of changes have been rolled out to the Semi’s design since its unveiling, from the changing of its door handles to the removal of its frunk.
I learned a few new things checking out the very first Tesla Semi in Europe today.
A thread ?:
1. Tesla has already designed the Semi with sleeper cab in mind per the team, they're "keeping the space" for it with a metal frame in place: pic.twitter.com/I5qLLn3Dtr— Jaan of the EV Universe ⚡ (@TheEVuniverse) September 16, 2024
Electric vehicle enthusiast @TheEVuniverse recently shared some videos featuring the Tesla Semi at the electric vehicle maker’s booth in the IAA Transportation 2024 exhibitor’s hall. The EV advocate noted that he was fortunate enough to capture some footage of the Tesla Semi at the event, and he was also able to learn a number of interesting details about the vehicle.
2. The Tesla Semi has been designed 'international' from start, so they had to change very little for Europe entry (only minor details like wheel covers etc).
Semi hasn't gone through homologation for EU markets, as it isn't launching just yet (as far as I could understand) pic.twitter.com/cmz18ApPAF— Jaan of the EV Universe ⚡ (@TheEVuniverse) September 16, 2024
These include a sleeper cab, which would be useful for Tesla Semi units that would be deployed for long routes. Tesla has reportedly designed the Semi with a sleeper cab in mind, so for now, the area where the sleeper cab would be built is occupied by a metal frame. Considering the area occupied by a metal frame in the EV advocate’s video, it would appear that the Semi’s sleeper area would be quite spacious.
3. The Tesla Semi storage compartments on both sides are actually rather large, and they pop wide open when pushing a button on the touchscreen.
The Semi doesn't have a frunk, although they didn't show us under the hood because of the competition snooping pic.twitter.com/IhdmUFUoIa— Jaan of the EV Universe ⚡ (@TheEVuniverse) September 16, 2024
The production Tesla Semi is also fitted with side storage compartments, which are located on both sides of the Class 8 all-electric truck. The storage spaces are rather large, and they are reportedly opened through a button on the Tesla Semi’s touchscreen. Interestingly enough, the door of the vehicle also features physical buttons that open the hood and side storage areas.
4. The Tesla Semi door has buttons to open the hood and the side storage door;
The window doesn't seem to open too much, but enough for toll booth payments etc;
The red loop with the dude is a handle that opens the door in case of emergency:
The cabin is surprisingly spacious pic.twitter.com/lfbYREUqpN— Jaan of the EV Universe ⚡ (@TheEVuniverse) September 16, 2024
The Tesla Semi features a central driving position, which suggests that the vehicle was designed for international markets from the beginning. Tesla reportedly only has to change very little in the Semi for it to be approved for Europe. The vehicle has not gone through homologation in EU markets yet, though this would likely be done later as the vehicle prepares to enter the region.
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Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
