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The Tesla Semi will shake the trucking industry to its roots

Nikola Motors One tractor could be a glimpse of what a Tesla Semi may look like

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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.

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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.

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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. 

"I write about technology and the coming zero emissions revolution."

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Tesla adds awesome new driving feature to Model Y

Tesla is rolling out a new “Comfort Braking” feature with Software Update 2026.8. The feature is exclusive to the new Model Y, and is currently unavailable for any other vehicle in the Tesla lineup.

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Credit: Tesla

Tesla is adding an awesome new driving feature to Model Y vehicles, effective on Juniper-updated models considered model year 2026 or newer.

Tesla is rolling out a new “Comfort Braking” feature with Software Update 2026.8. The feature is exclusive to the new Model Y, and is currently unavailable for any other vehicle in the Tesla lineup.

Tesla writes in the release notes for the feature:

“Your Tesla now provides a smoother feel as you come to a complete stop during routine braking.”

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Interestingly, we’re not too sure what catalyzed Tesla to try to improve braking smoothness, because it hasn’t seemed overly abrupt or rough from my perspective. Although the brake pedal in my Model Y is rarely used due to Regenerative Braking, it seems Tesla wanted to try to make the ride comfort even smoother for owners.

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There is always room for improvement, though, and it seems that there is a way to make braking smoother for passengers while the vehicle is coming to a stop.

This is far from the first time Tesla has attempted to improve its ride comfort through Over-the-Air updates, as it has rolled out updates to improve regenerative braking performance, handling while using Full Self-Driving, improvements to Steer-by-Wire to Cybertruck, and even recent releases that have combatted Active Road Noise.

Tesla set to activate long-awaited Cybertruck feature

Tesla holds a unique ability to change the functionality of its vehicles through software updates, which have come in handy for many things, including remedying certain recalls and shipping new features to the Full Self-Driving suite.

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Tesla seems to have the most seamless OTA processes, as many automakers have the ability to ship improvements through a simple software update.

We’re really excited to test the update, so when we get an opportunity to try out Comfort Braking when it makes it to our Model Y.

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Tesla finally brings a Robotaxi update that Android users will love

The breakdown of the software version shows that Tesla is actively developing an Android-compatible version of the Robotaxi app, and the company is developing Live Activities for Android.

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Credit: Grok

Tesla is finally bringing an update of its Robotaxi platform that Android users will love — mostly because it seems like they will finally be able to use the ride-hailing platform that the company has had active since last June.

Based on a decompile of software version 26.2.0 of the Robotaxi app, Tesla looks to be ready to roll out access to Android users.

According to the breakdown, performed by Tesla App Updates, the company is preparing to roll out an Android version of the app as it is developing several features for that operating system.

The breakdown of the software version shows that Tesla is actively developing an Android-compatible version of the Robotaxi app, and the company is developing Live Activities for Android:

“Strings like notification_channel_robotaxid_trip_name and android_native_alicorn_eta_text show exactly how Tesla plans to replicate the iOS Live Activities experience. Instead of standard push alerts, Android users are getting a persistent, dynamically updating notification channel.”

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This is a big step forward for several reasons. From a face-value perspective, Tesla is finally ready to offer Robotaxi to Android users.

The company has routinely prioritized Apple releases because there is a higher concentration of iPhone users in its ownership base. Additionally, the development process for Apple is simply less laborious.

Tesla is working to increase Android capabilities in its vehicles

Secondly, the Robotaxi rollout has been a typical example of “slowly then all at once.”

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Tesla initially released Robotaxi access to a handful of media members and influencers. Eventually, it was expanded to more users, so that anyone using an iOS device could download the app and hail a semi-autonomous ride in Austin or the Bay Area.

Opening up the user base to Android users may show that Tesla is preparing to allow even more users to utilize its Robotaxi platform, and although it seems to be a few months away from only offering fully autonomous rides to anyone with app access, the expansion of the user base to an entirely different user base definitely seems like its a step in the right direction.

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Lucid unveils Lunar Robotaxi in bid to challenge Tesla’s Cybercab in the autonomous ride hailing race

Lucid’s Lunar robotaxi is gunning for Tesla’s Cybercab in the autonomous ride hailing race

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Lucid Lunar robotaxi concept [Credit: Rendering by TESLARATI]

Lucid Group pulled back the curtain on its purpose-built autonomous robotaxi platform dubbed the Lunar Concept. Announced at its New York investor day event, Lunar is arguably the company’s most ambitious concept yet, and a direct line of sight toward the autonomous ride haling market that Tesla looks to control.

At Lucid Investor Day 2026, the company introduced Lunar, a purpose-built robotaxi concept based on the Midsize platform.

A comparison to Tesla’s Cybercab is unavoidable. The concept of a Tesla robotaxi was first introduced by Elon Musk back in April 2019 during an event dubbed “Autonomy Day,” where he envisioned a network of self-driving Tesla vehicles transporting passengers while not in use by their owners. That vision took another major step in October 2024 when, Musk unveiled the Cybercab at the Tesla “We, Robot” event held at Warner Bros. Studios in Burbank, California, where 20 concept Cybercabs autonomously drove around the studio lot giving rides to attendees.

Tesla unveils the Robovan at ‘We, Robot’ event

Fast forward to today, and Tesla’s ambitions are finally materializing, but not without friction. As we recently reported, the Cybercab is being spotted with increasing frequency on public roads and across the grounds of Gigafactory Texas, suggesting that the company’s road testing and validation program is ramping meaningfully ahead of mass production. Tesla already operates a small scale robotaxi service in Austin using supervised Model Ys, but the Cybercab is designed from the ground up for high-volume, low-cost production, with Musk stating an eventual goal of producing one vehicle every 10 seconds.

At Lucid Investor Day 2026, the company introduced Lunar, a purpose-built robotaxi concept based on the Midsize platform.

Into this landscape steps Lucid’s Lunar. Built on the company’s all-new Midsize EV platform, which will also underpin consumer SUVs starting below $50,000. The Lunar mirrors the Cybercab’s core philosophy of having two seats, no driver controls, and a focus on fleet economics. The platform introduces Lucid’s redesigned Atlas electric drive unit, engineered to be smaller, lighter, and cheaper to manufacture at scale.

Unlike Tesla’s strategy of building its own ride hailing network from scratch, Lucid is partnering with Uber. The companies are said to be in advanced discussions to deploy Midsize platform vehicles at large scale, with Uber CEO Dara Khosrowshahi publicly backing Lucid’s engineering credentials and autonomous-ready architecture.

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In the investor day event, Lucid also outlined a recurring software revenue model, with an in-vehicle AI assistant and monthly autonomous driving subscriptions priced between $69 and $199. This can be seen as a nod to the software revenue stream that Tesla has long championed with its Full Self-Driving subscription.

Tesla’s Cybercab is targeting a price point below $30k and with operating costs as low as 20 cents per mile. But with regulatory hurdles still ahead, the window for competition is open. Lucid’s Lunar may not have a launch date yet, but it arrives at a pivotal moment, and when the robotaxi race is no longer viewed as hypothetical. Rather, every serious EV player needs to come to bat on the same plate that Tesla has had countless practice swings on over the last seven years.

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