A Tesla Semi prototype was spotted in transport, presumably, after having completed several weeks of winter testing near its cold-weather testing facility outside of Delta Junction, Alaska.
Various sightings of the Tesla Semi from over the weekend suggest that the all-electric semi-truck was making its way down the western seaboard of the United States from Washington, through Oregon, and back to its Fremont, California test facility.
Video captures of a Tesla Semi being transported on the back of a semi-trailer shows the prototype’s salt-covered exterior as it makes its way back from cold-climate performance testing under snowy conditions.
Tesla Semi have done some #SosialDistancing @elonmusk hardcore testing? pic.twitter.com/keqweQ6GSh
— John D. (@Real_John_D) March 23, 2020
In January, Tesla noted in an email communication to Semi-truck reservation holders that the truck was undergoing hazard testing at its test facility in Fremont, California.
“Over the last few months, we have continued testing the trucks in real world conditions. We also spent time at a proving ground to evaluate the truck’s resilience over rougher road conditions. Using instruments mounted on the vehicle, we collected road input data to ensure the trucks can handle severely degraded roads. At our own Fremont test facility, we subjected the trucks to a number of high energy, discreet events such as curb strikes, pot holes, and other harsh inputs to confirm the truck is capable of handling common hazards.”
In the same communication, the company indicated that Tesla Semi has already completed “important engineering development checkpoints” and would be rolling out more “production-representative vehicles” vehicles in 2021.
Ahead of planned production, Tesla Semi would undergo several weeks of winter testing. The company has an extreme cold testing facility in Alaska where its vehicles, including the Tesla Model S and Model 3, undergo intense winter testing.
“In the short term, the team is gearing up for several weeks of winter testing to validate the truck’s performance in cold weather and low traction conditions. We are excited to share insights from the winter with you, as we will be able to highlight the major advantages of electric traction and motor control, which no diesel powertrain can match,” said the company in an email to a Tesla Semi reservation holder.
Actually I re-read the letter it says they will have limited volume production 2nd qtr of 2020. pic.twitter.com/A2hTYyTVdz
— chris (@chris31402370) January 9, 2020
Tesla has not confirmed where Semi-truck production will take place, only noting in its fourth-quarter earnings update letter that the facility would be in North America.
CEO Elon Musk indicated in the Q4 earnings call that Tesla Semi would be initially produced in limited quantity as the company focused efforts on increasing battery production capacity. Given the size of the all-electric truck and its energy needs, having a strong supply of battery cells is crucial to preventing a strain on supply for its consumer vehicles like the Model 3 and Model Y.
“So, the thing we’re going to be really focused on is increasing battery production capacity because that’s very fundamental because if you don’t improve battery production capacity, then you end up just shifting unit volume from one product to another and you haven’t actually produced more electric vehicles,” said Musk when asked about the Tesla Semi. “So, that’s part of the reason why we have not, for example, really accelerated production of the Tesla Semi because it does use a lot of cells and unless we’ve got a lot of battery cells available, then — and say like accelerating production of the Tesla Semi would then necessarily mean making pure Model 3 or Model Y cars. And so, we’ve got a really — make sure we get a very steep ramp in battery production and continue to improve the cost per kilowatt-hour of the batteries.”
A Tesla Semi was captured on Sunday, making its way down Interstate 5 in Olympia Washington, roughly 60 miles south of Seattle. Credit: Tvlog.
News
Tesla FSD’s newest model is coming, and it sounds like ‘the last big piece of the puzzle’
“There’s a model that’s an order of magnitude larger that will be deployed in January or February 2026.”
Tesla Full Self-Driving’s newest model is coming very soon, and from what it sounds like, it could be “the last big piece of the puzzle,” as CEO Elon Musk said in late November.
During the xAI Hackathon on Tuesday, Musk was available for a Q&A session, where he revealed some details about Robotaxi and Tesla’s plans for removing Robotaxi Safety Monitors, and some information on a future FSD model.
While he said Full Self-Driving’s unsupervised capability is “pretty much solved,” and confirmed it will remove Safety Monitors in the next three weeks, questions about the company’s ability to give this FSD version to current owners came to mind.
Musk said a new FSD model is coming in about a month or two that will be an order-of-magnitude larger and will include more reasoning and reinforcement learning.
He said:
“There’s a model that’s an order of magnitude larger that will be deployed in January or February 2026. We’re gonna add a lot of reasoning and RL (reinforcement learning). To get to serious scale, Tesla will probably need to build a giant chip fab. To have a few hundred gigawatts of AI chips per year, I don’t see that capability coming online fast enough, so we will probably have to build a fab.”
NEWS: Elon Musk says FSD Unsupervised is “pretty much solved at this point” and that @Tesla will be launching Robotaxis with no safety monitors in about 3 weeks in Austin, Texas. He also teased a new FSD model is coming in about 1-2 months.
“We’re just going through validation… https://t.co/Msne72cgMB pic.twitter.com/i3wfKX3Z0r
— Sawyer Merritt (@SawyerMerritt) December 10, 2025
It rings back to late November when Musk said that v14.3 “is where the last big piece of the puzzle finally lands.”
With the advancements made through Full Self-Driving v14 and v14.2, there seems to be a greater confidence in solving self-driving completely. Musk has also personally said that driver monitoring has been more relaxed, and looking at your phone won’t prompt as many alerts in the latest v14.2.1.
This is another indication that Tesla is getting closer to allowing people to take their eyes off the road completely.
Along with the Robotaxi program’s success, there is evidence that Tesla could be close to solving FSD. However, it is not perfect. We’ve had our own complaints with FSD, and although we feel it is the best ADAS on the market, it is not, in its current form, able to perform everything needed on roads.
But it is close.
That’s why there is some legitimate belief that Tesla could be releasing a version capable of no supervision in the coming months.
All we can say is, we’ll see.
Investor's Corner
SpaceX IPO is coming, CEO Elon Musk confirms
However, it appears Musk is ready for SpaceX to go public, as Ars Technica Senior Space Editor Eric Berger wrote an op-ed that indicated he thought SpaceX would go public soon. Musk replied, basically confirming it.
Elon Musk confirmed through a post on X that a SpaceX initial public offering (IPO) is on the way after hinting at it several times earlier this year.
It also comes one day after Bloomberg reported that SpaceX was aiming for a valuation of $1.5 trillion, adding that it wanted to raise $30 billion.
Musk has been transparent for most of the year that he wanted to try to figure out a way to get Tesla shareholders to invest in SpaceX, giving them access to the stock.
He has also recognized the issues of having a public stock, like litigation exposure, quarterly reporting pressures, and other inconveniences.
However, it appears Musk is ready for SpaceX to go public, as Ars Technica Senior Space Editor Eric Berger wrote an op-ed that indicated he thought SpaceX would go public soon.
Musk replied, basically confirming it:
As usual, Eric is accurate
— Elon Musk (@elonmusk) December 10, 2025
Berger believes the IPO would help support the need for $30 billion or more in capital needed to fund AI integration projects, such as space-based data centers and lunar satellite factories. Musk confirmed recently that SpaceX “will be doing” data centers in orbit.
AI appears to be a “key part” of SpaceX getting to Musk, Berger also wrote. When writing about whether or not Optimus is a viable project and product for the company, he says that none of that matters. Musk thinks it is, and that’s all that matters.
It seems like Musk has certainly mulled something this big for a very long time, and the idea of taking SpaceX public is not just likely; it is necessary for the company to get to Mars.
The details of when SpaceX will finally hit that public status are not known. Many of the reports that came out over the past few days indicate it would happen in 2026, so sooner rather than later.
But there are a lot of things on Musk’s plate early next year, especially with Cybercab production, the potential launch of Unsupervised Full Self-Driving, and the Roadster unveiling, all planned for Q1.
Tesla has added the 15th automaker to the growing list of companies whose EVs can utilize the Supercharger Network this year, as BMW is the latest company to gain access to the largest charging infrastructure in the world.
BMW became the 15th company in 2025 to gain Tesla Supercharger access, after the company confirmed to its EV owners that they could use any of the more than 25,000 Supercharging stalls in North America.
Welcome @BMW owners.
Download the Tesla app to charge → https://t.co/vnu0NHA7Ab
— Tesla Charging (@TeslaCharging) December 10, 2025
Newer BMW all-electric cars, like the i4, i5, i7, and iX, are able to utilize Tesla’s V3 and V4 Superchargers. These are the exact model years, via the BMW Blog:
- i4: 2022-2026 model years
- i5: 2024-2025 model years
- 2026 i5 (eDrive40 and xDrive40) after software update in Spring 2026
- i7: 2023-2026 model years
- iX: 2022-2025 model years
- 2026 iX (all versions) after software update in Spring 2026
With the expansion of the companies that gained access in 2025 to the Tesla Supercharger Network, a vast majority of non-Tesla EVs are able to use the charging stalls to gain range in their cars.
So far in 2025, Tesla has enabled Supercharger access to:
- Audi
- BMW
- Genesis
- Honda
- Hyundai
- Jaguar Land Rover
- Kia
- Lucid
- Mercedes-Benz
- Nissan
- Polestar
- Subaru
- Toyota
- Volkswagen
- Volvo
Drivers with BMW EVs who wish to charge at Tesla Superchargers must use an NACS-to-CCS1 adapter. In Q2 2026, BMW plans to release its official adapter, but there are third-party options available in the meantime.
They will also have to use the Tesla App to enable Supercharging access to determine rates and availability. It is a relatively seamless process.
Tesla FSD’s newest model is coming, and it sounds like ‘the last big piece of the puzzle’
SpaceX IPO is coming, CEO Elon Musk confirms
