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Tesla Semi receives warning from Daimler Trucks CEO on ‘difficult’ trucking market
The Tesla Semi is coming, and the trucking industry’s big players are starting to take notice. Among these is Daimler Trucks CEO Martin Daum, who recently stated that his firm is taking the all-electric long hauler from the Silicon Valley company very seriously. While this is the case, though, Daum also noted that it would be very difficult for Tesla to make a dent in the trucking market.
Daum’s latest statements were related in a recent interview during the 2019 Consumer Electronics Show (CES). The Daimler Trucks CEO acknowledged that the Tesla Semi is “fun,” and that the electric car maker has proven itself in the auto market. The veteran executive pointed out, though, that the playing field in the trucking market is something that would be alien to Tesla, at least for now.
“They’re fun; it’s an interesting market. We take every competitor seriously; Tesla has proved they really have the tenacity to really go through huge losses to capture the market. But trucking is a difficult business. They will learn the hard way; trucking is not like passenger cars where one size fits all. There’s a lot of variety in trucking… the United States is a highly competitive market, so as I said, they’re fun,” he said.
The Daimler Trucks CEO stated that the trucking industry spans a number of categories. In North America alone, a region where Daimler Trucks sold 176,000 vehicles in 2018, the company sold several types of vehicles, from school buses and delivery vans to large, specialized trucks that weigh several tons. Daum noted, though, that Daimler is only able to develop and manufacture these trucks because of the company’s global footprint.
This footprint, according to the CEO, is something that Tesla is yet to have.
“How do we survive? Because we run a global business. I don’t just look at the 176,000 North American trucks; I look at the more 500,000 trucks we sell worldwide… And that is a unit number you need to survive ultimately. Of all players in the North American market — Volvo, Navistar, in the association with the Volkswagen Group, and Paccar — we all have one big global footprint.”
“So for Tesla, it is a long way for it to get that. Not making fun of them, we take them seriously. In their niche, they could be successful, but to be ultimately the fifth player in the North American market, it’s a long way, and we won’t make it easy for them.”
While Daum’s recent statements about the Tesla Semi were still a bit dismissive, the CEO’s words are a notable improvement over his initial skepticism of the all-electric long-hauler. After Elon Musk unveiled the specs of the Semi, after all, Daum infamously suggested that the electric truck probably defies the rules of physics. In a statement to Bloomberg, Daum lightly noted that “If Tesla really delivers on this promise, we’ll obviously buy two trucks — one to take apart and one to test because if that happens, something has passed us by. But for now, the same laws of physics apply in Germany and in California.”
Since its unveiling, some members of the trucking industry have started warming up to the idea of an all-electric long-hauler. Sean Chenault, a 16-year veteran of the industry, noted that the vehicle is “a good thing” for the market “as a whole.” Roadmaster Group CEO John Wilbur further pointed out that Tesla’s technologies such as its driver-assist systems would likely push trucking forward.
The Tesla Semi is currently undergoing testing on America’s roads. The silver prototype has been spotted in several states over the past few months, and the matte black test mule (now wrapped in a stunning red), made appearances at a Supercharger as well. During the vehicle’s unveiling, Elon Musk announced that the Semi would start production sometime in 2019, though later statements from Tesla head of investor relations Martin Viecha noted during a Tour of Gigafactory 1 that production of the vehicle would “earnestly” start by 2020.
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Tesla’s Cybercab fleet jumped 8x in a month, with Dallas up next
Tesla confirms its first official Cybercab fleet number as Austin scales fast and Dallas looms.
Tesla says more than 300 Cybercabs are now serving Austin, the first time the company has put an official number on its active Cybercab fleet. The figure came from the Robotaxi account on X on Saturday, which wrote that one month after launch the service had “scaled to 300+ Cybercabs serving Austin – an 8x increase in 30 days.”
Ashok Elluswamy, Tesla’s head of AI software, quoted the post with a line that carried the bigger news. “Two years since the 10/10 Cybercab WeRobot event, the cabs are everywhere in Austin now. Dallas soon,” he wrote. It is the first time Tesla has named the next city for public Cybercab rides.
One month after launch, we’ve scaled to 300+ Cybercabs serving Austin – an 8x increase in 30 days https://t.co/EagJy2JAsm
— Robotaxi (@robotaxi) October 10, 2026
Tesla opened Cybercab rides to the public in Austin on September 4, as Teslarati reported, a day after an invite only launch event. The ramp since then has been steep. Our September 28 report had the fleet at well over 100 units after availability jumped from 58 to 125 in a single week. On Thursday, Tesla added 150 Cybercabs to the Texas automated vehicle registry, lifting its registered count to 319 from 169. The first seven appeared on the registry on August 31.
RobotaxiTracker, a community site that counts vehicles from sightings and state records, listed 275 vehicles in unsupervised service in Austin on Saturday, 105 of them Cybercabs, which is well below Tesla’s figure. Tracker counts can lag official numbers, though Sawyer Merritt noted that Cybercab wait times in Austin stayed short on Saturday evening even with more than 2,000 fans in town for X Takeover.
Regulators are watching the rollout. NHTSA opened an audit query into Tesla’s certification that the Cybercab meets federal safety standards, and sworn answers are due October 30. Tesla reports third quarter earnings on October 21, which gives the company a natural venue to define its fleet numbers and put a date on Dallas.
Elon Musk
Elon Musk roasts India’s billionaire Mukesh Ambani as Starlink fight heats up
Elon Musk sarcastically calls Mukesh Ambani ‘Prime Minister’ as the Starlink India standoff escalates again.
Elon Musk escalated his public fight over Starlink’s launch in India on Friday, addressing Reliance chairman Mukesh Ambani as “Prime Minister Ambani” in a sarcastic post on X. “Please accept my humble apologies for not realizing that you are the real boss of India,” Musk wrote, before accusing Ambani of “monopolistic exploitation” and asking whether he would “consider allowing Starlink to compete.” In follow up posts, he said Starlink has proven essential during natural disasters and would help parts of India with no internet access.
The post came two days into a fight that Musk sparked up on Wednesday, when he said Starlink was “being blocked by certain oligarchs in order to maintain their monopolistic chokehold on the Indian people.” He called it “a crime against the people of India” and left the names out, adding only, “You can guess who they are.” Jio and Airtel together hold more than 80% of India’s telecom market. On Thursday, Musk asked whether Ambani is “the real boss of India” and said Starlink has spent five years complying with “every single law and requirement” of the Indian government.
Dear Prime Minister Ambani,
Please accept my humble apologies for not realizing that you are the real boss of India.
Naturally, you would prefer to maintain your monopolistic exploitation of the great people of India, but would you nonetheless consider allowing Starlink to compete?
There are many areas of India, as there are in all countries, with no Internet access, which denies children the opportunity for education and for small businesses the opportunity to sell their goods to a global market. Starlink would change their lives for the better.
Thank you 🙏
— Elon Musk (@elonmusk) October 9, 2026
India’s government has pushed back each time. The Ministry of Communications called the suggestion that its framework is unfair or discriminatory “baseless and misconceived.” Communications Minister Jyotiraditya Scindia said Friday that three companies hold satcom licenses: Starlink, Jio Satellite Communications, and Bharti backed Eutelsat OneWeb. Amazon’s Kuiper, now Amazon Leo, is still going through the process. None can launch until regulators finalize satellite spectrum pricing and the Home Ministry signs off on each company’s security compliance. Scindia said the telecom regulator and the Department of Telecommunications are close to a decision on pricing, The Hindu reported. Bharti chairman Sunil Mittal also said OneWeb is still waiting on approvals.
Starlink received its operator license in 2025 after a three year wait, and the space regulator IN-SPACe granted what industry executives called the last approval needed in July. The holdup since then centers on security, particularly concern that foreign operators could bypass Indian gateways.
Musk and Ambani have been on opposite sides of this before. In late 2024, Ambani argued for auctioning satellite spectrum, which Musk criticized as out of step with the rest of the world, and India chose administrative allocation instead. By March 2025, the two sides had signed a deal to sell Starlink devices in Reliance stores, and Starlink secured its telecom license that June. That partner is now also a competitor. Jio is reportedly weighing a constellation of 1,600 to 1,650 satellites costing an estimated $10 billion to $15 billion, while Akash Ambani has told shareholders Jio plans to lease capacity from global providers to move quickly.
Elon Musk
Elon Musk’s surprise addition to the X Takeover lineup has fans talking
Elon Musk will join Saturday’s X Takeover at Giga Texas for a live virtual interview.
Elon Musk will join X Takeover at Giga Texas on Saturday for a live virtual interview, according to Sawyer Merritt, who shared the news late Thursday. Musk will not be on stage in Austin. The conversation is set to stream for free on the @teslaownersSV account on X.
Organizers had kept expectations in check. In a September update, Tesla Owners Silicon Valley said Musk had appeared at the event twice before but was not promising a third appearance, even as fans hoped he would walk the Giga Texas grounds in person. A virtual spot matches 2024, when Musk gave a surprise interview of about an hour to the crowd in San Luis Obispo, as Teslarati reported at the time.
Wasn’t expecting this 🫡
— Tesla Owners Silicon Valley (@teslaownersSV) October 9, 2026
This year’s edition is a first in several ways. It is the first X Takeover held outside California and the first at a Tesla facility, with tickets selling out in eight days. Tesla provides the venue, but the event is produced independently by Tesla Owners Silicon Valley. The main event runs from 10 a.m. to 6 p.m. CT, followed by a drone and light show at 9 p.m. Maye Musk is the keynote speaker, Franz von Holzhausen is set for a virtual keynote, and Nicki Minaj is the special guest. Joe Tegtmeyer, whose drone footage Teslarati used to track the Optimus factory steel frame at Giga Texas, is also on the speaker list.
Musk’s interview topics have not been revealed, but the backdrop is busy. Tesla doubled its Cybercab fleet in Austin in late September, and last week Musk explained why Robotaxi hours only moved from 10 p.m. to 11 p.m.. Merritt also reported Thursday that Texas DMV records now show 319 registered Cybercabs, up from 169. NHTSA’s deadline for Tesla’s sworn answers on Cybercab certification is October 30, and Tesla reports third quarter earnings on October 21.
Fans who cannot make it to Austin can watch the livestream on X. Musk tends to say more in unscripted settings than he does in prepared remarks, which is the reason this one is worth having open on Saturday.
Tesla’s Cybercab fleet jumped 8x in a month, with Dallas up next
Elon Musk roasts India’s billionaire Mukesh Ambani as Starlink fight heats up
Elon Musk’s surprise addition to the X Takeover lineup has fans talking
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