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Tesla Semi Unveiled: 500+ mile range, Bugatti-beating aero, 2019 production
Tesla CEO Elon Musk unveiled the company’s highly anticipated semi-truck Thursday night on an airport hangar adjoining the company’s Design Center in Hawthorne, CA. It’s the California-based electric car maker’s first foray into the commercial trucking industry.
Before a packed crowd of thousands, Musk revealed industry-disrupting details of the Tesla Semi.
The Tesla Semi can accelerate from 0-60 in 5 seconds, without cargo, and 20 seconds with a full 80,000 lb. load, more than twice as quick as a traditional diesel truck. The Semi can also traverse a 5% gradient at 65mph, compared to 45mph for diesel trucks. This is all powered by the truck’s four independent electric motors says Musk. “You can lose two of the four motors, and the truck will still keep going. In fact, even if you have only two of the four motors active it will still beat a diesel truck.”
Tesla Semi-Reveal before the big curtain drop (Photo: Teslarati)
In addition, the Tesla Semi has a .36 drag coefficient, compared to the standard of .65-.70. Musk compared it to a Bugatti, noting that the semi-truck beats the supercar’s .38 drag coefficient. “Overall, the Semi is more responsive, covers more miles than a diesel truck in the same amount of time, and more safely integrates with passenger car traffic,” says Tesla in its official announcement. The company also highlighted the fact that the Semi benefits tremendously from the regenerative braking that can recapture 98% of braking energy into the battery.
The Tesla Semi’s development has been led by Jerome Guillen, VP of Trucks and Programs. He has led the development of the truck since January 2016, and prior to his current role was VP of Worldwide Sales and Service and was the Model S’s Program Director & VP of Vehicle Engineering. While it may seem odd that Guillen jumped from Sales and Service to leading the development of an all-electric semi-truck, it’s worth noting that before joining Tesla, he was Director of Business Innovation at Daimler and General Manager of Freightliner (Large manufacturer of class 8 diesel semi-trucks, owned by Daimler).
Musk also pointed out that it takes 15 minutes for traditional diesel-powered semi-trucks to fuel up, where as a Tesla Semi can charge 400 miles in 30 minutes, which is provided by “Megachargers“. The Megachargers run on solar power and Tesla has guaranteed electricity rates of $0.07 per kWh with Semi owners.
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- The Tesla Semi’s interior. (Credit: Tesla)
The interior of the Tesla Semi has one seat positioned in the center and provides drivers with unparalleled visibility. The seat is surrounded by two touchscreens that reminisce the ones found in the Model 3 sedan. Tesla’s semi-truck will also be equipped with Enhanced Autopilot which Musk notes will provide safety by automatically pulling over and stopping when truckers are in danger.
The Semi also has a small front truck, “because why not”, said Musk. The glass windshield on the Semi is thermonuclear resistant glass, which Musk says is a big deal because semi-trucks often have their windshields crack twice a year (which renders the truck undrivable). It can be assumed that this incredible glass could be related to Tesla’s nearly indestructible Solar Roof glass development.
Tesla claims that the semi will cost 20% less per mile compared to diesel trucks, costing $1.26/mile versus $1.51/mile . But that wasn’t all. Musk announced convoy technology that will further reduce the cost per mile driven for the Tesla Semi, even beating the cost of rail-based transportation.
“Tesla Semi can also travel in a convoy, where one or several Semi trucks will be able to autonomously follow a lead Semi.”
While Tesla didn’t unveil the price of the Semi, Musk noted that the semi-truck is expected to save operators $200k on fuel alone over 1 million miles. This resonated with fleet owners as Jerome Guillen pointed to some important guests at the event, stating that they had “placed a lot of reservations”. First production of the Tesla Semi is expected sometime in 2019.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
