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The Tesla Semi will shake the trucking industry to its roots
Elon Musk’s new Master Plan calls for an expansion of its vehicles into other categories, including buses and heavy duty trucks, both of which will unveiled in about a year. Undoubtedly, carbon emissions worldwide would fall precipitously if the general automobile consumer transitioned to a tailpipe-free electric Tesla, but that’s not what Elon Musk is after. His goal is a full frontal assault on carbon emissions of all kinds including a Tesla Semi. His objective is for nothing less than a world that no longer uses fossil fuels to power its transportation system, even on a commercial scale.
Looking back at the Volkswagen diesel scandal and why it was significant, beyond morality, diesel engines especially heavy-duty diesel trucks spew emissions on another level. To make the problem worse, passenger cars normally have a useful life of around 200,000 miles. Diesel powered tractors can be on the road for a decade or more, spewing out toxins for millions of miles before they are replaced. The pollution control systems on older trucks are rudimentary at best.
In Southern California, the pollution from drayage trucks that haul shipping containers from ports to inland distribution centers is so bad, it has sparked a number of plans to replace them with electric versions. One solution proposed by Siemens calls for equipping trucks with pantographs so they can draw electricity from overhead wires along their routes.
Former Tesla executive Ian Wright sold his stock in Tesla Motors when Elon Musk came on board. Wright wanted to attack the challenges of truck pollution rather than build some silly sports car. He has since created his own company called Wrightspeed that focuses on cleaning up the emissions from heavy duty garbage trucks. He has invented a new form of hybrid powertrain that uses a small gas turbine to recharge the batteries. The turbine is so clean, it doesn’t even need a catalytic converter to meet California’s stringent emissions rules.
The problem with electric trucks today is that the batteries need to be so large and heavy they would take up much of the space available for hauling freight. Not only that, they would be prohibitively expensive. The Wrightspeed system is a compromise that attempts to strike a balance between cost and range. It has attracted international attention and the company has recently signed a contract to re-power a fleet of diesel buses in New Zealand.
The allure of electric trucks has created an opportunity for hucksters and charlatans. Earlier this year, a Florida company calling itself Oakridge Global Energy Solutions said it had developed a battery for Freedom Trucking of Minneapolis that would haul an 80,000 lb. load 400 miles. That claim turned out to be vaporware.
Another entrant into the heavy truck sweepstakes is a company calling itself Nikola Motors — a rather obvious attempt to somehow conflate what it is doing with the work of Tesla Motors. It says its Nikola One tractor will have 2,000 horsepower. 3,700 lb-ft of torque, a 325 kWh battery, 6 wheel drive with torque vectoring and 1,200 miles of range. It relies on an onboard natural gas turbine to keep the battery charged while driving.
The design concept for the Nikola One is visually appealing and the company says it has 7,000 pre-orders for the truck worth a total of $2.3 billion. Of course, it currently has no factory, no battery factory, and little corporate infrastructure other than its website.
We can assume the Tesla Semi will not have a range extender engine of any type. How Tesla will make an electric tractor that can haul heavy loads long distances that is cost competitive remains unclear. But if Elon says that’s what Tesla will do, we can be pretty sure it will — eventually.
JB Straubel says he and Elon talked about electric airplanes long before they decided to build automobiles. And ocean going cargo vessels are some of the worst polluters on the face of the planet. Musk probably has a plan for them, too. Look for those ideas to be part of Master Plan Numero Tres.
News
Tesla lands approval for Robotaxi operation in third U.S. state
On Tuesday, Tesla officially received regulatory approval from the State of Arizona, making it the third state for the company to receive approval in.
Tesla has officially landed approval to operate its Robotaxi ride-hailing service in its third U.S. state, as it has landed a regulatory green light from the State of Arizona’s Department of Transportation.
Tesla has been working to expand to new U.S. states after launching in Texas and California earlier this year. Recently, it said it was hoping to land in Nevada, Arizona, and Florida, expanding to five new cities in those three states.
On Tuesday, Tesla officially received regulatory approval from the State of Arizona, making it the third state for the company to receive approval in:
BREAKING: Tesla has officially received approval from the Arizona Department of Transportation to launch its Robotaxi service on public roads in the state!
I just confirmed directly with the Arizona DOT that @Tesla applied for a Transportation Network Company permit on Nov 13th.… pic.twitter.com/iKbwfGfiju
— Sawyer Merritt (@SawyerMerritt) November 18, 2025
Tesla has also been working on approvals in Nevada and Florida, and it has also had Robotaxi test mules spotted in Pennsylvania.
The interesting thing about the Arizona approval is the fact that Tesla has not received an approval for any specific city; it appears that it can operate statewide. However, early on, Tesla will likely confine its operation to just one or two cities to keep things safe and controlled.
Over the past few months, Robotaxi mules have been spotted in portions of Phoenix and surrounding cities, such as Scottsdale, as the company has been attempting to cross off all the regulatory Ts that it is confronted with as it attempts to expand the ride-hailing service.
It appears the company will be operating it similarly to how it does in Texas, which differs from its California program. In Austin, there is no Safety Monitor in the driver’s seat, unless the route requires freeway travel. In California, there is always a Safety Monitor in the driver’s seat. However, this is unconfirmed.
Earlier today, Tesla enabled its Robotaxi app to be utilized for ride-hailing for anyone using the iOS platform.
News
Tesla ride-hailing Safety Monitor dozes off during Bay Area ride
We won’t try to blame the camera person for the incident, because it clearly is not their fault. But it seems somewhat interesting that they did not try to wake the driver up and potentially contact Tesla immediately to alert them of the situation.
A Tesla Robotaxi Safety Monitor appeared to doze off during a ride in the California Bay Area, almost ironically proving the need for autonomous vehicles.
The instance was captured on camera and posted to Reddit in the r/sanfrancisco subreddit by u/ohmichael. They wrote that they have used Tesla’s ride-hailing service in the Bay Area in the past and had pleasant experiences.
However, this one was slightly different. They wrote:
“I took a Tesla Robotaxi in SF just over a week ago. I have used the service a few times before and it has always been great. I actually felt safer than in a regular rideshare.
This time was different. The safety driver literally fell asleep at least three times during the ride. Each time the car’s pay attention safety alert went off and the beeping is what woke him back up.
I reported it through the app to the Robotaxi support team and told them I had videos, but I never got a response.
I held off on posting anything because I wanted to give Tesla a chance to respond privately. It has been more than a week now and this feels like a serious issue for other riders too.
Has anyone else seen this happen?”
My Tesla Robotaxi “safety” driver fell asleep
byu/ohmichael insanfrancisco
The driver eventually woke up after prompts from the vehicle, but it is pretty alarming to see someone like this while they’re ultimately responsible for what happens with the ride.
We won’t try to blame the camera person for the incident, because it clearly is not their fault. But it seems somewhat interesting that they did not try to wake the driver up and potentially contact Tesla immediately to alert them of the situation.
They should have probably left the vehicle immediately.
Tesla’s ride-hailing service in the Bay Area differs from the one that is currently active in Austin, Texas, due to local regulations. In Austin, there is no Safety Monitor in the driver’s seat unless the route requires the highway.
Tesla plans to remove the Safety Monitors in Austin by the end of the year.
Tesla has officially opened Robotaxi access to everyone and everyone, but there is one catch: you have to have an iPhone.
Tesla’s Robotaxi service in Austin and its ride-hailing service in the Bay Area were both officially launched to the public today, giving anyone using the iOS platform the ability to simply download the app and utilize it for a ride in either of those locations.
It has been in operation for several months: it launched in Austin in late June and in the Bay Area about a month later. In Austin, there is nobody in the driver’s seat unless the route takes you on the freeway.
In the Bay Area, there is someone in the driver’s seat at all times.
The platform was initially launched to those who were specifically invited to Austin to try it out.
Tesla confirms Robotaxi is heading to five new cities in the U.S.
Slowly, Tesla launched the platform to more people, hoping to expand the number of rides and get more valuable data on its performance in both regions to help local regulatory agencies relax some of the constraints that were placed on it.
Additionally, Tesla had its own in-house restrictions, like the presence of Safety Monitors in the vehicles. However, CEO Elon Musk has maintained that these monitors were present for safety reasons specifically, but revealed the plan was to remove them by the end of the year.
Now, Tesla is opening up Robotaxi to anyone who wants to try it, as many people reported today that they were able to access the app and immediately fetch a ride if they were in the area.
We also confirmed it ourselves, as it was shown that we could grab a ride in the Bay Area if we wanted to:
🚨 Tesla Robotaxi ride-hailing Service in Austin and the Bay Area has opened up for anyone on iOS
Go download the app and, if you’re in the area, hail a ride from Robotaxi pic.twitter.com/1CgzG0xk1J
— TESLARATI (@Teslarati) November 18, 2025
The launch of a more public Robotaxi network that allows anyone to access it seems to be a serious move of confidence by Tesla, as it is no longer confining the service to influencers who are handpicked by the company.
In the coming weeks, we expect Tesla to then rid these vehicles of the Safety Monitors as Musk predicted. If it can come through on that by the end of the year, the six-month period where Tesla went from launching Robotaxi to enabling driverless rides is incredibly impressive.
Tesla lands approval for Robotaxi operation in third U.S. state
Tesla ride-hailing Safety Monitor dozes off during Bay Area ride
