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Tesla aims to produce 50K Tesla Semi in 2024, could become one of US’ largest truck makers

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If there were one upcoming product that Tesla truly discussed during the Q3 2022 earnings call, it would be the Tesla Semi. Elon Musk and Tesla executives shared a lot of interesting tidbits of information about the Class 8 all-electric truck, such as its battery range when it’s fully loaded and the expected date of its first deliveries. 

While answering questions from retail and institutional investors during the Q&A session, Musk mentioned that the Semi is already in early production. And since Tesla typically takes about a year to ramp up production of a new product, the company is currently looking to produce 50,000 Tesla Semi units per year in 2024. 

“We’ll be ramping up Semi production through next year. As I think everyone knows at this point, it takes about a year to ramp up production. So, we expect to see significant — we’re tentatively aiming for 50,000 units in 2024 for Tesla Semi in North America. And obviously, we’ll expand beyond North America. And these would sell — I don’t want to say the exact prices, but they’re much more than a passenger vehicle,” Musk said

While a production target of 50,000 per year sounds conservative for a company like Tesla — which produces 20,500 vehicles per week in Gigafactory Shanghai this Q4 2022 — such an output would already be incredibly impressive. As could be seen in data from Statista, the US Class 8 trucking market is currently dominated by Freightliner, which sold over 71,000 units in 2020 and about 100,000 units in 2019.  Statistic: U.S. Class 8 truck sales from 2007 to 2020, by brand (in 1,000s) | Statista
Find more statistics at Statista

Following Freightliner in the No. 2 spot is Kenworth, which typically sells less than 50,000 Class 8 trucks per year. In 2019, for example, Kenworth sold about 42,000 units, and in 2020, the truck maker sold over 30,000 units. Assuming that Kenworth maintains its pace and Tesla succeeds in producing and potentially selling 50,000 Tesla Semi per year in 2024, it would make the EV maker the US’ second largest Class 8 truck maker. 

That’s quite a feat, especially if one were to consider the fact that the Tesla Semi would likely be limited by the company’s battery supply in the near future. Elon Musk even noted during the Q3 2022 earnings call that the vehicle’s initial production would not involve the company’s 4680 battery cells. Once Tesla’s 4680 project hits its pace and production of the Semi gets optimized, it would not be surprising if the all-electric truck becomes the best-selling Class 8 hauler in the United States in the coming years. 

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla accused of infringing robotics patents in new lawsuit

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tesla store in New York City
Credit: Tesla

Tesla is being accused of infringing robotics patents by a company called Perrone Robotics, which is based out of Charlottesville, Virginia.

The suit was filed in Alexandria, Virginia, and accuses Tesla of knowingly infringing upon five patents related to robotics systems for self-driving vehicles.

The company said its founder, Paul Perrone, developed general-purpose robotics operating systems for individual robots and automated devices.

Perrone Robotics claims that all Tesla vehicles utilizing the company’s Autopilot suite within the last six years infringe the five patents, according to a report from Reuters.

Tesla’s new Safety Report shows Autopilot is nine times safer than humans

One patent was something the company attempted to sell to Tesla back in 2017. The five patents cover a “General Purpose Operating System for Robotics,” otherwise known as GPROS.

The GPROS suite includes extensions for autonomous vehicle controls, path planning, and sensor fusion. One key patent, U.S. 10,331,136, was explicitly offered to Tesla by Perrone back in 2017, but the company rejected it.

The suit aims to halt any further infringements and seeks unspecified damages.

This is far from the first suit Tesla has been involved in, including one from his year with Perceptive Automata LLC, which accused Tesla of infringing on AI models to interpret pedestrian/cyclist intent via cameras without licensing. Tesla appeared in court in August, but its motion to dismiss was partially denied earlier this month.

Tesla also settled a suit with Arsus LLC, which accused Autopilot’s electronic stability features of infringing on rollover prevention tech. Tesla won via an inter partes review in September.

Most of these cases involve non-practicing entities or startups asserting broad autonomous vehicle patents against Tesla’s rapid iteration.

Tesla typically counters with those inter partes reviews, claiming invalidity. Tesla has successfully defended about 70 percent of the autonomous vehicle lawsuits it has been involved in since 2020, but settlements are common to avoid discovery costs.

The case is Perrone Robotics Inc v Tesla Inc, U.S. District Court, Eastern District of Virginia, No. 25-02156. Tesla has not yet listed an attorney for the case, according to the report.

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Tesla has passed a critical self-driving milestone Elon Musk listed in Master Plan Part Deux

Tesla China announced that the company’s Autopilot system has accumulated 10 billion kilometers of driving experience.

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Tesla has passed a key milestone, and it was one that CEO Elon Musk initially mentioned more than nine years ago when he published Master Plan, Part Deux. 

As per Tesla China in a post on its official Weibo account, the company’s Autopilot system has accumulated over 10 billion kilometers of real-world driving experience.

Tesla China’s subtle, but huge announcement

In its Weibo post, Tesla China announced that the company’s Autopilot system has accumulated 10 billion kilometers of driving experience. “In this respect, Tesla vehicles equipped with Autopilot technology can be considered to have the world’s most experienced and seasoned driver.” 

Tesla AI’s handle on Weibo also highlighted a key advantage of the company’s self-driving system. “It will never drive under the influence of alcohol, be distracted, or be fatigued,” the team wrote. “We believe that advancements in Autopilot technology will save more lives.”

Tesla China did not clarify exactly what it meant by “Autopilot” in its Weibo post, though the company’s intense focus on FSD over the past years suggests that the term includes miles that were driven by FSD (Beta) and Full Self-Driving (Supervised). Either way, 10 billion cumulative miles of real-world data is something that few, if any, competitors could compete with.

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Elon Musk’s 10-billion-km estimate, way back in 2016

When Elon Musk published Master Plan Part Deux, he outlined his vision for the company’s autonomous driving system. At the time, Autopilot was still very new, though Musk was already envisioning how the system could get regulatory approval worldwide. He estimated that worldwide regulatory approval will probably require around 10 billion miles of real-world driving data, which was an impossible-sounding amount at the time. 

“Even once the software is highly refined and far better than the average human driver, there will still be a significant time gap, varying widely by jurisdiction, before true self-driving is approved by regulators. We expect that worldwide regulatory approval will require something on the order of 6 billion miles (10 billion km). Current fleet learning is happening at just over 3 million miles (5 million km) per day,” Musk wrote. 

It’s quite interesting but Tesla is indeed getting regulatory approval for FSD (Supervised) at a steady pace today, at a time when 10 billion miles of data has been achieved. The system has been active in the United States and has since been rolled out to other countries such as Australia, New Zealand, China, and, more recently, South Korea. Expectations are high that Tesla could secure FSD approval in Europe sometime next year as well. 

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SpaceX maintains unbelievable Starship target despite Booster 18 incident

It appears that it will take more than an anomaly to stop SpaceX’s march towards Starship V3’s refinement.

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Credit: SpaceX/X

SpaceX recently shared an incredibly ambitious and bold update about Starship V3’s 12th test flight. 

Despite the anomaly that damaged Booster 18, SpaceX maintained that it was still following its plans for the upgraded spacecraft and booster for the coming months. Needless to say, it appears that it will take more than an anomaly to stop SpaceX’s march towards Starship V3’s refinement. 

Starship V3 is still on a rapid development path

SpaceX’s update was posted through the private space company’s official account on social media platform X. As per the company, “the Starbase team plans to have the next Super Heavy booster stacked in December, which puts it on pace with the test schedule planned for the first Starship V3 vehicle and associated ground systems.” 

SpaceX then announced that Starship V3’s maiden flight is still expected to happen early next year. “Starship’s twelfth flight test remains targeted for the first quarter of 2026,” the company wrote in its post on X. 

Elon Musk mentioned a similar timeline on X earlier this year. In the lead up to Starshp Flight 11, which proved flawless, Musk stated that “Starship V3 is a massive upgrade from the current V2 and should be through production and testing by end of year, with heavy flight activity next year.” Musk has also mentioned that Starship V3 should be good enough to use for initial Mars missions.

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Booster 18 failure not slowing Starship V3’s schedule

SpaceX’s bold update came after Booster 18 experienced a major anomaly during gas system pressure testing at SpaceX’s Massey facility in Starbase, Texas. SpaceX confirmed in a post on X that no propellant was loaded, no engines were installed, and personnel were positioned at a safe distance when the booster’s lower section crumpled, resulting in no injuries.

Still, livestream footage showed significant damage around the liquid oxygen tank area of Booster 18, leading observers to speculate that the booster was a total loss. Booster 18 was among the earliest vehicles in the Starship V3 series, making the failure notable. Despite the setback, Starship V3’s development plans appear unchanged, with SpaceX pushing ahead of its Q1 2026 test flight target.

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