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Tesla Semi-truck due to arrive in September, “Seriously next level”

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Elon Musk is on the loose again tweeting important details about Tesla’s future product lines. The multi-billionaire tech entrepreneur has announced that the Tesla semi-truck will be unveiled this September and will be “seriously next level”. He had previously spoken about a semi-truck that would be far better than anything on the road, and by reading into the statement one can presume that the next level he’s referring to is Level 4 or Level 5 autonomy.

Musk also previously stated in February that the “Model 3 is the overwhelming priority” but is making good progress with the semi-truck development.  Former VP of Worldwide Sales and Service Jerome Guillen is now leading the development of Tesla’s Trucks and Programs initiative which began over a year ago. Guillen was previously General Manager of New Product development at Freightliner, an American truck manufacturer best know for its heavy duty class 8 diesel trucks. His LinkedIn profile lists his current position at Tesla as VP of Trucks and Programs.

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“Jerome is driving the Tesla Semi & and is doing a great job with his team. At Daimler he lead the most successful semi truck program ever.” said Musk last year in reply to a tweet asking about Jerome’s return to Tesla.

The semi-truck market could be a huge market for Tesla, as 70% of US freight move through semi-trucks. We previously analyzed how Tesla could target the semi-truck market and the potential development issues. Though the potential market for Tesla is staggering, it’s also fraught with a lot of implications. Semi-trucks typically drive millions of miles and are some of the largest polluters in the world. Tesla’s electric truck could take thousands of these dirty trucks off the road, making our air cleaner and quieter, but battery technology and Tesla’s charging network would need to be able to support the extreme long distance travel and weight often associated with this industry.

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One of Tesla’s co-founders, Ian Wright, has been targeting the commercial trucking industry for over a decade had been working on hybrid powertrains to help curb costs and emissions. Wrightspeed was founded in 2005 and has raised $40M in venture capital funding since. Ian Wright left Tesla when Elon Musk came onboard. The thought of an electric sports car didn’t resonate and he wanted to pursue an electric vehicle that solved larger pollution issues – trucks.

Ryan Popple, CEO of Proterra, the electric bus maker, speculates that the Tesla semi-project could be more for internal use than initially expected. “A fairly reasonable idea would be to move battery packs from the Gigafactory downhill to the assembly plant in Fremont, California. The reason I say that could be viable is they’re fundamentally transporting battery packs. They could build battery packs and put them into a truck that’s optimized for the shipment of those packs, charge them with solar as a way of validating the pack, and transport them at maybe 50 or 60 percent state of charge.”

Only time will tell what Elon has envisioned for the future of the trucking industry.

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Christian Prenzler is currently the VP of Business Development at Teslarati, leading strategic partnerships, content development, email newsletters, and subscription programs. Additionally, Christian thoroughly enjoys investigating pivotal moments in the emerging mobility sector and sharing these stories with Teslarati's readers. He has been closely following and writing on Tesla and disruptive technology for over seven years. You can contact Christian here: christian@teslarati.com

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Elon Musk

FCC chair criticizes Amazon over opposition to SpaceX satellite plan

Carr made the remarks in a post on social media platform X.

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Credit: @SecWar/X

U.S. Federal Communications Commission (FCC) Chairman Brendan Carr criticized Amazon after the company opposed SpaceX’s proposal to launch a large satellite constellation that could function as an orbital data center network.

Carr made the remarks in a post on social media platform X.

Amazon recently urged the FCC to reject SpaceX’s application to deploy a constellation of up to 1 million low Earth orbit satellites that could serve as artificial intelligence data centers in space.

The company described the proposal as a “lofty ambition rather than a real plan,” arguing that SpaceX had not provided sufficient details about how the system would operate.

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Carr responded by pointing to Amazon’s own satellite deployment progress.

“Amazon should focus on the fact that it will fall roughly 1,000 satellites short of meeting its upcoming deployment milestone, rather than spending their time and resources filing petitions against companies that are putting thousands of satellites in orbit,” Carr wrote on X.

Amazon has declined to comment on the statement.

Amazon has been working to deploy its Project Kuiper satellite network, which is intended to compete with SpaceX’s Starlink service. The company has invested more than $10 billion in the program and has launched more than 200 satellites since April of last year.

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Amazon has also asked the FCC for a 24-month extension, until July 2028, to meet a requirement to deploy roughly 1,600 satellites by July 2026, as noted in a CNBC report.

SpaceX’s Starlink network currently has nearly 10,000 satellites in orbit and serves roughly 10 million customers. The FCC has also authorized SpaceX to deploy 7,500 additional satellites as the company continues expanding its global satellite internet network.

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Tesla Energy gains UK license to sell electricity to homes and businesses

The license was granted to Tesla Energy Ventures Ltd. by UK energy regulator Ofgem after a seven-month review process.

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Credit: Tesla Energy/X

Tesla Energy has received a license to supply electricity in the United Kingdom, opening the door for the company to serve homes and businesses in the country.

The license was granted to Tesla Energy Ventures Ltd. by UK energy regulator Ofgem after a seven-month review process.

According to Ofgem, the license took effect at 6 p.m. local time on Wednesday and applies to Great Britain.

The approval allows Tesla’s energy business to sell electricity directly to customers in the region, as noted in a Bloomberg News report.

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Tesla has already expanded similar services in the United States. In Texas, the company offers electricity plans that allow Tesla owners to charge their vehicles at a lower cost while also feeding excess electricity back into the grid.

Tesla already has a sizable presence in the UK market. According to price comparison website U-switch, there are more than 250,000 Tesla electric vehicles in the country and thousands of Tesla home energy storage systems.

Ofgem also noted that Tesla Motors Ltd., a separate entity incorporated in England and Wales, received an electricity generation license in June 2020.

The new UK license arrives as Tesla continues expanding its global energy business.

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Last year, Tesla Energy retained the top position in the global battery energy storage system (BESS) integrator market for the second consecutive year. According to Wood Mackenzie’s latest rankings, Tesla held about 15% of global market share in 2024.

The company also maintained a dominant position in North America, where it captured roughly 39% market share in the region.

At the same time, competition in the energy storage sector is increasing. Chinese companies such as Sungrow have been expanding their presence globally, particularly in Europe.

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Elon Musk shares big Tesla Optimus 3 production update

According to Musk, Tesla is in the final stages of completing Optimus 3, which he described as one of the world’s most advanced humanoid robots.

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Credit: Tesla China

Tesla CEO Elon Musk has stated that production of Optimus 3 could begin this summer. Musk shared the update in his interview at the Abundance Summit.

According to Musk, Tesla is in the final stages of completing Optimus 3, which he described as one of the world’s most advanced humanoid robots.

“We’re in the final stages of completion of Optimus 3, which is really going to be by far the most advanced robot in the world. Nothing’s even close. In fact, I haven’t even seen demos of robots that are as good as Optimus 3,” Musk said.

He also set expectations on the pace of Optimus 3’s production ramp, stating that the initial volumes of the humanoid robot will likely be very low. Musk did, however, also state that high production rates for Optimus 3 should be possible in 2027. 

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“I think we’ll start production on Optimus 3 this summer, but very slow at first, like sort of this classic S-curve ramp of manufacturing units versus time. And then, probably reach high volume production around summer next year,” he said.

Interestingly enough, the CEO hinted that Tesla is looking to iterate on the robot quickly, potentially releasing a new Optimus design every year.

“We’ll have Optimus 4 design complete next year. We’ll try to release a new robot design every year,” Musk stated.

Tesla has already outlined broader plans for scaling Optimus production beyond its first manufacturing line. Musk previously stated that Optimus 4 will be built at Gigafactory Texas at significantly higher production volumes.

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Initial production lines for the robot are expected to be located at Tesla’s Fremont Factory, where the company plans to establish a line capable of producing up to 1 million robots per year.

A larger production ramp is expected to occur at Gigafactory Texas, where Musk has previously suggested could eventually support production of up to 10 million robots per year.

“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 said previously.

The comments suggest that while Optimus 3 will likely begin production at Fremont, Tesla’s larger-scale manufacturing push could arrive with Optimus 4 at Gigafactory Texas.

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