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Tesla Semi with Model X in tow is an “aircraft carrier”, teases Jerome Guillen
In a rather rare social media post, Jerome Guillen, Tesla’s President of Automotive, shared an image of a vehicle that truly lies close to his heart — the Tesla Semi. The Automotive President’s post features the all-electric long-hauler parked at a Supercharger while pulling a trailer loaded with a Tesla Model X. Jerome even cleverly captioned his image with the words “Aircraft Carrier?” — a fun reference to the electric SUV’s open Falcon Wing Doors.
The recently-shared picture of the Tesla Semi was taken at the Kettleman City Supercharger, a site located between San Francisco and Los Angeles. The location is one of the United States’ largest Superchargers with 40 charging stalls, solar panel-equipped roofs, and a comfortable lounge for travelers stopping over to charge their vehicles. The site is also the same Supercharger where the red Tesla Semi prototype was sighted a few weeks back.
Since becoming Tesla’s President of Automotive last September, Guillen’s uploads of the all-electric long-hauler have become rather elusive. That said, his recently uploaded Tesla Semi post was certainly worth the wait, since the image could very well be the first picture of the upcoming electric truck with a completely new cargo and trailer.
The Tesla Semi is expected to be a vehicle that can disrupt the trucking market in the same way that the Model S and Model 3 are disrupting the full-size and mid-size sedan segments. The vehicle incited a lot of raised eyebrows when it was initially announced by CEO Elon Musk, thanks to its impressive specs that include a 300 to 500-mile range, a 0-60 mph time of 5 seconds flat, and four Model 3-derived electric motors. So disruptive were the Semi’s specs that Daimler Trucks boss Martin Daum infamously suggested that the Tesla Semi must be breaking the laws of physics.
Despite these reservations from critics though, the development of the Semi continued. Elon Musk has noted that improvements to the Semi are actively being done, even suggesting that the long-range variant of the all-electric truck could have closer to 600 miles of range per charge. Just recently, even the Daimler Trucks CEO, who dismissed the Semi in the past, acknowledged Tesla and the company’s tenacity. Daum still gave Tesla some warning about the lucrative and competitive trucking segment, though, stating that the business is far trickier than the consumer vehicle market.
“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,” he said.
Inasmuch as Daum’s warnings are justified, the Tesla Semi is being developed with steady, experienced hands. Jerome Guillen, after all, has extensive experience in the trucking industry, and prior to his promotion as President of Automotive, he was personally heading the Semi program. Before to his employment at Tesla, Jerome served as the project leader for Daimler’s Freightliner Cascadia program as well, where he eventually became the head of the company’s Business Innovation unit. By the time he left for the electric car maker, Daimler’s Business Innovation unit was profitable and self-funding.
During the vehicle’s unveiling, Elon Musk noted that initial production of the vehicle will commence in 2019. That said, Eric Markowitz & Dan Crowley of Worm Capital stated in a note published after a tour of Gigafactory 1 that the electric car maker is planning on “earnestly” producing the Semi by 2020.
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Tesla Semi sends clear message to Diesel rivals with latest move
The truck is being built at a dedicated facility in Sparks, Nevada, just next to its Gigafactory Nevada facility.
Tesla has officially launched Semi production at what will be a mind-boggling rate of approximately 50,000 units per year.
The truck is being built at a dedicated facility in Sparks, Nevada, just next to its Gigafactory Nevada facility.
The company finally announced on April 29 that the first Tesla Semi truck has rolled off its new high-volume production line at the factory. This marks the transition from limited pilot builds to scaled manufacturing for the Class 8 all-electric heavy-duty truck, nearly nine years after its dramatic 2017 unveiling.
🚨 Tesla Semi mass production is underway in Nevada!
HUGE! https://t.co/ohgQIiI2bK pic.twitter.com/23GvWr8D27
— TESLARATI (@Teslarati) April 29, 2026
Tesla initially promised high-volume deliveries by 2019–2020, but battery supply constraints and prioritization for passenger vehicles delayed progress. The new 1.7-million-square-foot factory, purpose-built next to Gigafactory Nevada’s 4680 cell production lines, resolves those bottlenecks through deep vertical integration.
The Semi uses Tesla’s structural battery packs with cylindrical 4680 cells manufactured on-site. This integration enables efficient supply, reduced logistics costs, and the potential for high output. The factory is designed for an eventual annual capacity of approximately 50,000 trucks, positioning Tesla to address growing demand in long-haul freight electrification.
Tesla is using a redesigned Cybertruck battery cell to mitigate Semi challenges
Operating economics favor the Semi through dramatically lower fuel and maintenance costs compared to traditional diesel rigs, and companies involved in a pilot program for the Semi with Tesla have shown that.
Electricity is far cheaper than diesel on a per-mile basis, while the electric powertrain features fewer moving parts, reducing service intervals and lifetime expenses. Early deployments with customers like PepsiCo and others have validated these advantages in real-world service.
The Nevada factory’s ramp-up is targeted for full volume output before the end of June 2026, aligning with broader Tesla production goals for 2026. This includes parallel efforts on other new vehicles while expanding the Megacharger infrastructure to support widespread adoption.
By localizing battery and truck production, Tesla gains advantages in cost, quality control, and scalability that many competitors sourcing cells externally lack. The start of high-volume Semi production represents a pivotal step in Tesla’s strategy to electrify heavy transportation, potentially accelerating the shift toward zero-emission freight across North America and beyond.
As output increases, the Semi could reshape long-haul logistics with its combination of performance, efficiency, and sustainability.
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Tesla gives HW3 owners another massive update
It was an “at last” moment for HW 3 owners, who have waited for an update on the capabilities of their vehicles for some time. After CEO Elon Musk finally admitted last week that the HW3 vehicles would not be capable of unsupervised FSD, it appears Tesla is bringing a new, more transparent tone to those owners.
Tesla is giving Hardware 3 vehicle owners another massive update, the second major communication the company has given to those drivers after what seemed like years of being left out to dry.
The company, which plans to launch a Full Self-Driving version 14 iteration that is compatible with these cars, which have older chips, is now planning to expand the rollout of the v14 Lite offering to other markets, it said on X.
Tesla said:
“Following future rollout of FSD V14 Lite for HW3 vehicles in the US, we plan on expanding V14 Lite to additional international markets. This update ensures that HW3 vehicle owners will continue to benefit from ongoing software updates. Since international rollout is subject to several factors (completion of technical verification, regional adaptation & relevant regulatory approvals), we can’t provide definitive dates at the moment, but will provide updates on a rolling basis.”
This announcement comes at a critical time for HW3 owners, many of whom purchased Full Self-Driving (FSD) capability years ago with promises of ongoing support and future-proofing.
Following future rollout of FSD V14 Lite for HW3 vehicles in the US, we plan on expanding V14 Lite to additional international markets.
This update ensures that HW3 vehicle owners will continue to benefit from ongoing software updates.
Since international rollout is subject to…
— Tesla (@Tesla) April 29, 2026
HW3, introduced in 2019, powers vehicles from roughly 2019 to early 2023 models. While newer AI4 hardware has advanced rapidly, HW3 owners have felt increasingly left behind, with their last major update stuck around version 12.6 since early 2025.
It was an “at last” moment for HW 3 owners, who have waited for an update on the capabilities of their vehicles for some time. After CEO Elon Musk finally admitted last week that the HW3 vehicles would not be capable of unsupervised FSD, it appears Tesla is bringing a new, more transparent tone to those owners.
V14 Lite represents a significant optimization effort. Tesla has confirmed it will bring many core features of the full V14 release, currently running on more powerful hardware, to the more constrained HW3 platform.
Expected capabilities include improved handling of complex urban scenarios, better reverse driving, enhanced parking features, and smoother overall autonomy, albeit in a “lite” form tailored to HW3’s compute limits. Tesla’s head of Autopilot, Ashok Elluswamy, noted during the Q1 2026 earnings call that the update is targeted for late June in the U.S.
Tesla is releasing a modified version of FSD v14 for Hardware 3 owners: here’s when
The international expansion is particularly meaningful for owners in Europe, Asia, Australia, and other regions where FSD rollout has lagged due to regulatory hurdles.
Tesla emphasized that timing remains fluid, dependent on “technical verification, regional adaptation & relevant regulatory approvals.” No firm dates were provided, but the company pledged rolling updates as milestones are achieved.
This move addresses growing concerns that Tesla might abandon legacy hardware. With the recent admission that its capabilities are limited and not capable of Tesla’s grand autonomy ambitions, owners are finally in the light of truth, with more honesty being put forth as the company navigates this chapter.
For Tesla, keeping HW3 relevant strengthens customer loyalty and protects the value of older vehicles. It also buys time as the company pushes toward broader regulatory approvals and unsupervised autonomy on newer platforms.
While V14 Lite isn’t the full unsupervised experience once promised, it delivers tangible improvements and signals that HW3 owners are not being forgotten.
As Tesla continues its rapid AI and autonomy evolution, this update underscores a key principle: software can breathe new life into existing hardware. For tens of thousands of HW3 drivers worldwide, V14 Lite could mark the beginning of a renewed era of confidence in their vehicles.
Elon Musk
SpaceX Board has set a Mars bonus for Elon Musk
SpaceX has given Elon Musk the goal to put one million people on Mars.
SpaceX’s board approved a compensation plan for Elon Musk that ties his pay directly to colonizing Mars and building data centers in outer space. The details surfaced this week after Reuters reviewed SpaceX’s confidential registration statement filed with the Securities and Exchange Commission, making it one of the first concrete looks inside the company’s financials ahead of a public offering.
The pay package will reportedly award Musk 200 million super-voting restricted shares if the company hits a market valuation milestone, with the most ambitious targets going further. To unlock the full award, SpaceX would need to reach a $7.5 trillion valuation and help establish a permanent human settlement on Mars with at least one million residents. Additional incentives are tied to developing space-based computing infrastructure capable of delivering at least 100 terawatts of processing power.
SpaceX wins its first MARS contract but it comes with a catch
Long before SpaceX filed anything with the SEC, Elon Musk had already spent years framing Mars colonization as an insurance policy against human extinction. The philosophy traces back to at least 2001, when Musk first began researching Mars missions independently, before SpaceX even existed. By 2002 he had founded the company with Mars as the stated long-term goal.
In a 2017 presentation at the International Astronautical Congress, Musk outlined the specific vision that still underpins SpaceX’s architecture today. He described a self-sustaining city on Mars requiring roughly one million people to become viable, the same number now written into his compensation package.
SpaceX’s Starship, still in active development, was designed from the ground up to support the eventual colonization of Mars. Musk has stated publicly that getting the cost per ton to Mars below $100,000 is necessary to make mass migration economically feasible. Everything from Starship’s payload capacity to its full reusability targets flows from that single constraint. One can say that Musk’s latest compensation package has put a formal valuation on Mars for the first time.
SpaceX is targeting an IPO around June 28, Musk’s birthday, at a valuation of approximately $1.75 trillion. Between the Mars rover contract, the Golden Dome software group, Space Force satellite launches, and now a pay structure built around interplanetary colonization, SpaceX has become the single most consequential contractor in American space and defense. The IPO will put a public price tag on all of it for the first time.
Tesla Semi sends clear message to Diesel rivals with latest move
Tesla gives HW3 owners another massive update
