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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
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
