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Tesla Semi ‘speed & agility’ praised by professional driver after electric truck encounter
The Tesla Semi is currently traveling across the United States to gather real-world data and refine its systems before it gets released next year. Tesla seems to have brought the Semi over to be test driven by professional driver and 28-year auto veteran Emile Bouret recently as well, who walked away from the experience thoroughly impressed.
Emile Bouret is a professional test driver who has worked with Tesla for years. Bouret is a close friend of Tesla chief designer Franz von Holzhausen, and he has been asked to test drive the company’s vehicles from the Model S to the original Tesla Roadster. He was also the man who conducted test drives in the next-generation Tesla Roadster during the vehicle’s unveiling last November.
The professional driver recently posted an update on his Instagram about the Tesla Semi, lauding the electric long-hauler for its speed and agility, stating that the truck’s performance is practically at odds with its size. Bouret’s caption on his Instagram post suggests that he actually got some hands-on time with the electric long-hauler.
“Blurring The Line | Coworker Edition – I’m clearly very lucky to do what I do & to work with many talented people. As if they could ever be overlooked, the inanimate coworkers I get to work with also tend to be incredibly capable. And that was certainly true with this one, which made a surprise appearance at a recent work site. To see this thing coming down the road in near silence & with speed & agility seemingly at odds with something of its size makes you feel as if you’re living in the future. Kickass cool & crazy in equal measure… the Tesla Semi.”
Tesla loves bending the rules of markets that it disrupts. When the company started selling cars, its business model did away with dealerships, shaking the very idea of how brand new cars are sold. When it seemed like GA3 would not be enough to build 5,000 Model 3 per week by the end of Q2 2018, Tesla built another assembly line inside a sprung structure at the grounds of the Fremont factory.
Now, Tesla is attempting to break into another market that is ripe for disruption — the American trucking industry — and its weapon of choice is the Tesla Semi. The Tesla Semi, just like CEO Elon Musk and the company itself, has attracted its own set of disbelievers and critics. Martin Daum, Daimler’s head of trucks, even suggested that the Tesla Semi defies the laws of physics, considering the specs announced by Musk. Jon Mills, a spokesman for engine maker Cummins Inc., largely dismissed the electric truck and its chances at the long-haul market as well, citing weak demand.
That has not stopped Tesla from pushing the Semi, though. Over the past few weeks, multiple sightings of the Semi have been reported across the United States, and during this time, the vehicle was seen visiting some of the companies that placed pre-orders for the long-hauler. Among these are UPS, J.B. Hunt, and Ruan Transportation Management Systems, all of which shared their enthusiasm for the truck online.
Just like Tesla’s other vehicles, the Semi is designed to be a long-hauler that could be driven well. This is a trademark of all Tesla electric cars to date, as the Model S, Model X, and Model 3 have all been hailed for their ride and drive. The vehicles themselves might attract criticism over their design (such as the Model X’s overcomplicated Falcon Wing Doors and the first-production Model 3’s build quality), but when it comes to drivability and performance, Tesla’s electric cars usually pass with flying colors.
This is what happened with the Model 3 during Detroit veteran Sandy Munro’s teardown and analysis of the vehicle. Munro spared no criticism when he talked about the Model 3’s panel gaps and overall build quality, but when he actually drove the electric sedan, he was impressed. Munro later noted that the person who tuned the suspension for the Model 3 could easily have been an “F1 Prince” — no small compliment coming from a man with decades of experience in the auto industry.
If Emile Bouret’s praise for the Tesla Semi is any indication, it appears that the electric long-hauler would be able to impress even its staunchest critics when it comes to the way it drives and its overall performance. Tesla, after all, has noted that it is in the process of improving the truck before it enters mass production. Elon Musk has already teased that the long-range variant of the vehicle will have closer to 600 miles of range. Making the Telsa Semi impressive to drive is just more icing on the cake.
Elon Musk
ARK’s SpaceX IPO Guide makes a compelling case on why $1.75T may not be the ceiling
ARK Invest breaks down six reasons SpaceX’s $1.75 trillion IPO valuation may be justified.
ARK Invest, which holds SpaceX as its largest Venture Fund position at 17% of net assets, has published a detailed investor guide to why a SpaceX IPO may be grounded in a $1.75 trillion target valuation.
The financial case starts with Starlink, SpaceX’s satellite internet constellation, which has surpassed 10 million active subscribers globally as of early 2026, with 2026 revenue projected to exceed $20 billion. ARK’s research puts the total satellite connectivity market opportunity at roughly $160 billion annually at scale, and Starlink is adding customers faster than any telecom network in history. That growth alone would justify a substantial valuation.
Additionally, ARK notes that SpaceX has reduced the cost per kilogram to orbit from roughly $15,600 in 2008 to under $1,000 today through reusable Falcon 9 hardware. A fully operational Starship targeting sub-$100 per kilogram would represent a significant cost decline and open markets that do not currently exist. SpaceX executed a staggering 165 missions in 2025 and now accounts for approximately 85% of all global orbital launches. That infrastructure position took decades to build and would be nearly impossible to replicate at comparable cost.
SpaceX officially acquires xAI, merging rockets with AI expertise
The February 2026 merger with xAI added a layer to the valuation that straightforward financial models struggle to capture. ARK argues that at sub-$100 launch costs, orbital data centers could deliver compute roughly 25% cheaper than ground-based alternatives, without power grid delays, permitting friction, or land constraints. Musk has stated a goal of deploying 100 gigawatts of AI computing capacity per year from orbit.
The $1.75 trillion figure itself is not a conventional earnings multiple. At roughly 95x trailing revenue, it prices in Starlink’s adoption curve, Starship’s cost trajectory, and the orbital compute thesis together. The public S-1 prospectus, due at least 15 days before the June roadshow, will give investors their first complete look at the financials to test those assumptions. ARK’s position is that the track record earns the benefit of the doubt. Fully reusable rockets were considered unrealistic for years. Starlink was considered financially unviable. Both happened on timelines that surprised skeptics.
Elon Musk
Ford CEO Farley says Tesla is not who to look at for EV expertise
Interestingly, Farley has been one of the most hellbent CEOs in terms of a legacy automaker standpoint to push the EV effort. It did not go according to plan, as Ford took a $19.5 billion charge and retreated from its EV push in late 2025.
Ford CEO Jim Farley said in a recent podcast interview that Tesla is not who Americans should look at to beat Chinese carmakers.
The comments have sparked quite a bit of outrage from Tesla fans on X, the social media platform owned by Elon Musk.
Farley said that Chinese automakers are better examples of how to beat competitors. He said (via the Rapid Response Podcast):
“If you’re an American and you want us to beat the Chinese in the car business, you’re all going to want to pay attention, not necessarily to Tesla. Nothing against Tesla—they’ve been doing great—but they really don’t have an updated vehicle. The best in the business for us, cost-wise and competition-wise, supply chain, manufacturing expertise, and the I.P. in the vehicle, was really BYD. In this next cycle of EV customers in the U.S., they want pickups and utilities and all these different body styles. But they want them at $30,000, not $50,000. Like the first inning, they want them affordably.”
Despite Farley’s synopsis, it is worth mentioning that Tesla had the best-selling passenger vehicle in the world last year, and in China in March, as the Model Y continued its global dominance over other vehicles.
Musk responded to Farley’s comments by stating:
“This is before Supervised FSD is approved in China. Limiting factor is production output in Shanghai.”
This is before supervised FSD is approved in China. Limiting factor is production output in Shanghai.
— Elon Musk (@elonmusk) April 19, 2026
Interestingly, Farley has been one of the most hellbent CEOs in terms of a legacy automaker standpoint to push the EV effort. It did not go according to plan, as Ford took a $19.5 billion charge and retreated from its EV push in late 2025.
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
Instead, Ford is “doubling down on its affordable” EVs and said it would pivot from its previous plans.
Reaction from Tesla fans was pretty much how you would expect. Many said they have lost a lot of respect for Farley after his comments; others believe he is the last CEO anyone should be taking advice on EVs from.
Nevertheless, Farley’s plans are bold and brash; many consider Tesla the most ideal company to replicate EV efforts from. It will be interesting to see if Ford can rebound from this big adjustment, and hopefully, Farley’s plans to replicate efforts from BYD work out the way he hopes.
Elon Musk
SpaceX wins its first MARS contract but it comes with a catch
NASA awarded SpaceX a $175 million Mars rover contract while the White House proposes cutting the mission.
NASA just signed a $175.7 million contract with SpaceX to launch a Mars rover that the White House is simultaneously trying to defund. The contract, awarded on April 16, 2026, tasks SpaceX’s Falcon Heavy with launching the European Space Agency’s (ESA) Rosalind Franklin rover from Kennedy Space Center in Florida, no earlier than late 2028. It would mark the first time SpaceX has ever sent a payload to Mars.
Under NASA’s Rosalind Franklin Support and Augmentation project, known as ROSA, the agency is providing braking engines for the rover’s descent stage, radioisotope heater units that use decaying plutonium to keep the rover warm on the Martian surface, additional electronics, and a mass spectrometer instrument, as noted by SpaceNews.
Those nuclear heating units are the reason an American rocket was required at all. U.S. export controls on radioisotope technology mean any payload carrying them must launch on a domestic vehicle, which narrowed the field to SpaceX and United Launch Alliance. Falcon Heavy’s pricing made it the practical choice.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
Falcon Heavy debuted in February 2018 and has 11 launches to its record. The rocket has not flown since October 2024, when it sent NASA’s Europa Clipper toward Jupiter. The three-core design, built from modified Falcon 9 first stages, gives it the lift capacity needed for deep space planetary missions that a single Falcon 9 cannot reach.
The Rosalind Franklin rover has been sitting in storage in Europe for years. It was originally due to launch in 2022 as a joint mission with Russia, but Russia’s invasion of Ukraine ended that partnership, leaving the rover built but stranded without a launch vehicle or landing hardware. NASA stepped back in through a 2024 agreement with ESA to rescue the mission. The rover is designed to drill up to two meters below the Martian surface in search of evidence of past life, a science objective no previous mission has attempted at that depth.
The contradiction at the center of this story is hard to ignore. The White House’s fiscal year 2027 budget proposal included no funding for ROSA and did not mention the mission at all in the detailed congressional justification document released April 3.
Musk has long argued that reaching Mars is not optional. “We don’t want to be one of those single planet species, we want to be a multi-planet species.” Whether this particular mission survives Washington’s budget fight, the Falcon Heavy contract means SpaceX is now formally on record as the rocket that could get humanity’s next Mars science mission off the ground.
The timing of this contract carries extra weight given that SpaceX filed confidentially with the SEC in early April and is targeting an IPO roadshow in the week of June 8. It would be the largest public offering in history.
ARK’s SpaceX IPO Guide makes a compelling case on why $1.75T may not be the ceiling
Ford CEO Farley says Tesla is not who to look at for EV expertise
