News
Tesla Semi Supercharger stop teases sleeper features and 26-camera system
After being sighted on Des Moines, IA on Thursday, the Tesla Semi has been spotted smoothly gliding through Colorado. The Semi was sighted at the Brush, CO Supercharger, where Tesla’s employees accompanying the truck answered questions about the vehicle while it was charging.
The Tesla Semi sighting was shared by recording engineer Erik J. Martin on Twitter. Martin’s posts, one of which was retweeted by the official Tesla Twitter account, featured the Semi as it was rolling into the Brush Supercharger station. Erik mentioned in a series of posts that he was informed that the prototype is the short-range version of the truck, with a range of 300 miles. The Tesla engineers accompanying the vehicle reportedly noted that the Semi was hand-built and that it was largely made of carbon fiber as well.
— Erik J. Martin (@soundanswer) August 30, 2018
Being the short-range version of the electric truck, the Semi currently making its way across the United States is a daycab vehicle, though Tesla’s employees reportedly informed Martin that there would be a variant of the truck that would have space for sleeper features. Such features would be perfect for the long-range version of the electric truck, with drivers being able to take short naps while the Semi is charging at Tesla’s upcoming Megacharger network.
Also notable were the Semi’s cameras, of which there are 26 around the prototype. Tesla’s employees accompanying the Semi reportedly mentioned that there would likely be fewer cameras in the final iteration of the vehicle. Interestingly, while the Semi’s crew was very willing to address inquiries about the truck’s features, they were particularly secretive about the vehicle’s current charging system.
The Tesla Semi is designed to be supported by the upcoming Megacharger network, which is not operational yet. For now, the Semi is using Tesla’s current Supercharger network, though Erik noted that the engineers appeared to be using around 4-6 Superchargers to charge the all-electric Semi truck.
Yep! It was The closest superchargers. They hobble together an adhoc megacharger until those are built out in preparation for the roll out of production #teslasemi
— Erik J. Martin (@soundanswer) August 31, 2018
Tesla’s engineers also reportedly noted that so far, the only locations that have leaked the truck’s visit to their facilities were J.B. Hunt and UPS. This suggests that the Semi might have visited facilities of other reservation holders. One of these is Ruan Transportation Management Systems, which is based in Des Moines, IA. Ruan published a blog post about the Semi’s visit to their facility yesterday, even discussing some of the truck’s remote monitoring features.
“We will continue to be involved with the team at Tesla Motors as they introduce the trucks to the market,” said Cade. “We will work with them directly to ensure the vehicles will serve us and our customers to the level we both expect,” Ruan vice president of fleet services James Cade wrote in a blog post.
Tesla appears to be going full throttle in its efforts to refine the Semi before the vehicle enters production. The truck’s initial specs are already impressive, with its four Model 3-derived electric motors, its 0-60 mph time of 5 seconds flat, and its Class 8 hauling capacity. The Semi is also equipped with several key features, such as jackknife protection, near-infinite brake pads due to its powerful regenerative braking system, and Convoy Mode, a feature that allows the Semis to semi-autonomously draft in close proximity with each other, reducing energy usage from wind resistance.
Watch Erik J. Martin’s video outlining the information he received from the Tesla engineers accompanying the Semi below.
Cybertruck
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
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.
Elon Musk
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
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.
Elon Musk
Tesla hits major milestone with Full Self-Driving subscriptions
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.