Tesla and other companies are actively developing self-driving technologies and driverless ride-hailing platforms, and with President-elect Donald Trump’s transition team already focused on autonomous vehicles, the tech is highly expected to be a major theme in 2025.
According to a Reuters Breakingviews prediction report on Monday, Trump’s moves to minimize regulations surrounding autonomous vehicles and create a federal framework for the technology are expected to supercharge the industry—as increased competition emerges in the U.S. and beyond.
With Tesla CEO Elon Musk also set to play a large role in Trump’s administration, heading up the Department of Government Efficiency (DOGE), the company’s own developments in the sector could also stand to benefit substantially. Reuters also predicts that self-driving pilots could expand under the administration, especially as developers aim to increase the amount of data used to train their systems.
READ MORE ON SELF-DRIVING REGULATIONS: U.S. agency proposes rules for self-driving vehicle incident reporting
Last month, the Trump transition team said that it was already aiming to create a federal self-driving vehicle framework. Additionally, the team earlier this month was reported to be ditching federal requirements on automated driving tech crash reporting, coming as one example of the administration’s aims to streamline regulatory processes in the industry.
Internationally, the Society of Automotive Engineers (SAE) categorizes vehicle automation into five automation levels, which are generally adopted in conversations about robotaxis in the U.S. market as well. You can see these categories below, with Level 3 and above generally considered to be full automation, at least at times, while Level 2 and below are considered partial automation.
Credit: SAE International
According to the data firm Canalys, just 5.5 percent of vehicles sold this year have included Level 2 or more assistance features, such as cruise control and automated lane changes. By 2025, however, Citi research has suggested that models in China below 200,000 yuan (about $28,000) will have these features, playing a major role in consumer demand.
In China, at least 19 companies are currently testing fully autonomous vehicles, and Goldman Sachs expects the country to see as many as 90 percent of consumer sales to have features of Level 3 autonomy or greaterby 2040, compared to just 65 percent in the U.S.
While these technologies are emerging, McKinsey predicts that self-driving could become a $400 billion industry by 2035. Google parent company Alphabet runs Waymo, a Level 4 driverless ride-hailing service that already offers paid rides, while others, including Pony AI and Baidu also offer rentable self-driving vehicles in select areas.
BYD has invested $14 billion into self-driving, Toyota has around 1.7 trillion yen ($11.3 billion) going toward software, while Volkswagen has invested $700 million into China’s Xpeng Motors. Li Auto and Xiami are also considered potential competitors in these spaces, and 2025 could prove a big year for commercial self-driving hopefuls.
Tesla’s Supervised FSD program, Cybercab unveiled
Meanwhile, Tesla isn’t yet operating a paid ride-hailing service, though it gathers data through owner use of its Supervised Full Self-Driving (FSD) software. Tesla has touted the potential scalability of its Supervised FSD in the past, given that it’s available at least in some form in all of the company’s vehicles.
Musk has also regularly talked about a future in which owners of its vehicles could use an Unsupervised FSD to generate money by giving robotaxi rides while not normally in use.
On that theme, Tesla unveiled the Cybercab in October, a fully autonomous, two-seat vehicle with no pedals, set to eventually make it to the market as a driverless ride-hailing vehicle. It’s also set to be equipped with wireless charging and make use of an automated cleaning robot, offering top-to-bottom autonomy for owners.
MORE ON FSD SUPERVISED: Watch Tesla’s FSD v13.2 navigate away from park in a tricky situation
Tesla skeptics, Waymo’s driverless ride-hails, GM’s Cruise drives into the sunset
Despite the unveiling, some have shared skepticism around how long the vehicles could take to reach the market, especially given that production isn’t set to begin until 2026 with commercial deliveries aiming for “before 2027,” according to Musk during the October 10 “We, Robot” unveiling event.
On Monday, analyst Gary Black also predicted that fewer than 50 percent of Tesla owners would join the company’s robotaxi fleet, while a Guggenheim researcher in October said Tesla was “extremely unlikely” to reveal a credible path to robotaxi commercialization in the next 12 to 24 months.
Others like Waymo are some of the first companies operating paid driverless ride-hails, and the Google-run firm said in August that its robotaxis were already giving 100,000 paid self-driving rides per week. Meanwhile, General Motors (GM) announced this month that it will officially end funding for its commercial self-driving arm Cruise, after one of the company’s driverless vehicles last year ran over and pinned a pedestrian in San Francisco.
ALSO RELATED:
- Tesla China FSD approval expected by end of 2024: Musk
- Waymo to test self-driving vehicles in another country in 2025
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.
California regulators add new reporting requirements for self-driving cars
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Tesla Semi gets strange-but-understandable comparison from Jay Leno
In a recent interview with MotorTrend, legendary comedian and automotive enthusiast Jay Leno shared his impressions after driving Tesla’s long-range Semi truck, offering one of the most vivid descriptions to date:
The Tesla Semi recently received a strange-but-understandable comparison from automotive enthusiast and former long-time late-night television show host Jay Leno.
In a recent interview with MotorTrend, legendary comedian and automotive enthusiast Jay Leno shared his impressions after driving Tesla’s long-range Semi truck, offering one of the most vivid descriptions to date:
“It’s like driving an office building.”
The comparison may seem quirky—office buildings evoke images of immobility rather than motion—but it aptly conveys the experience of commanding a massive 23,000-pound Class 8 electric truck that delivers sports-car acceleration.
Lenotested the production-spec Long Range model, which is rated for up to 500 miles of range. He was visibly impressed by its performance, noting how the enormous vehicle moves with surprising urgency.
“It’s as fast as a Tesla, but it’s like driving an office building,” he remarked. “It’s this huge thing that moves like right now. You go 500 miles. You get 60% charge in 30 minutes. You’re saving on fuel costs. It seems quite good.”
Jay Leno in new interview on what it’s like to drive the @Tesla Semi:
“I was quite impressed with that. It’s a fast as a Tesla, but it’s like driving an office building. It’s this huge thing that moves like right now. You go 500 miles. You get 60% charge in 30 mins. You’re… pic.twitter.com/YU7tk6a6pV
— Sawyer Merritt (@SawyerMerritt) May 8, 2026
The reaction highlights the cognitive dissonance at the core of the Tesla Semi. Traditional diesel semi-trucks are slow, noisy, and expensive to run. The Semi rewrites the rules with instant torque from its tri-motor electric powertrain, producing up to 800 kW.
Despite its size, the truck feels agile thanks to full electric steering assist, upgraded actuators borrowed from the Cybertruck, and a 48-volt electrical architecture that improves responsiveness and efficiency.
Tesla reports real-world energy consumption below 1.7 kWh per mile for the Long Range version. Megacharger stations can deliver a 60% charge in roughly 30 minutes, making the truck suitable for long-haul operations.
Additional features include an electric Power Take-Off (ePTO) capable of 25 kW for trailer refrigeration or other equipment, and a driver-focused cab with a central seating position for optimal visibility and a quiet, high-tech interior.
Fleet operators stand to benefit significantly from the economics. Diesel trucks often cost nearly one dollar per mile when including fuel, maintenance, and downtime.
Tesla projects the Semi can reduce operating costs to as low as 15 cents per mile through cheaper electricity, regenerative braking that minimizes brake wear, and reduced service requirements. While early deployments, like Pepsi’s, focused on shorter routes, the 500-mile variant targets cross-country applications.
Obstacles remain. A fully loaded tractor-trailer can reach 80,000 pounds, which reduces real-world range compared to the unloaded test conditions. Building out a nationwide Megacharger network will be essential for broader adoption. The Semi also carries a higher upfront price than conventional diesels, though total cost of ownership and available incentives frequently tip the scales in its favor over time.
Tesla Semi hauls fresh Cybercab batch as Robotaxi era takes hold
Leno’s “office building” description resonates because it captures the unexpected thrill of piloting something so large yet so capable. As the trucking industry faces pressure to cut emissions and control rising fuel expenses, the Semi offers a compelling alternative that excels in performance, comfort, and efficiency.
Coming from a man who has driven everything from vintage classics to modern hypercars, Leno’s genuine enthusiasm adds weight to the verdict.
The Tesla Semi is emerging as more than an experimental EV—it represents a practical vision for the future of heavy-duty transport where massive rigs accelerate instantly, and the numbers finally make sense. If fleet results continue to validate the claims, the era of diesel dominance could be drawing to a close.
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Tesla expands its mass-market color palette in the U.S.
Delivering a fresh splash of color to its lineup, Tesla is giving U.S. buyers two stunning new blue options that are already turning heads.
Tesla has expanded the color palette it offers on its mass market vehicles in the United States, giving buyers of the Model 3 and Model Y a few additional options than before.
Delivering a fresh splash of color to its lineup, Tesla is giving U.S. buyers two stunning new blue options that are already turning heads. Starting on May 8, the automaker updated its North American configurator to introduce Marine Blue on Model Y Premium trims and Frost Blue exclusively on the Model 3 Performance.
Tesla Model Y and Model 3 Premium get Marine Blue for $1000 in the U.S.!
What do you think? pic.twitter.com/3FqMXcnmru
— TESLARATI (@Teslarati) May 8, 2026
The move replaces the long-running Deep Blue Metallic, a staple for over eight years, and brings previously exclusive shades stateside.
Marine Blue, a deep, rich oceanic hue formerly limited to Europe and Asia-Pacific markets, is now available on Model 3 and Model Y RWD and Long Range AWD Premium variants. Priced at a $1,000 upgrade—standard for Tesla’s premium paints—it delivers a sophisticated, metallic finish that shifts beautifully under light.
Tesla Model Y and Model 3 Premium get Marine Blue for $1000 in the U.S.!
What do you think? pic.twitter.com/3FqMXcnmru
— TESLARATI (@Teslarati) May 8, 2026
Tesla North America highlighted the change directly in an official post, confirming Marine Blue as the new flagship blue for non-Performance models.
Frost Blue, on the other hand, is the real crowd-pleaser for enthusiasts. Previously reserved for the flagship Model S and Model X, this lighter, icy metallic shade is now offered at no extra cost on Model 3 Performance and Model Y Performance trims.
Frost Blue now available on Tesla Model 3 Performance 😤 pic.twitter.com/rLOEh4pTkp
— TESLARATI (@Teslarati) May 8, 2026
Performance buyers effectively get a premium color included in the base price, a smart perk that Tesla has extended to higher-end variants across the board. Early in-person sightings and configurator renders show Frost Blue’s cool, modern vibe popping against the cars’ sleek lines, especially with black wheels and red brake calipers.
The timing couldn’t be better. With Tesla pushing refreshed Model 3 and Model Y refreshes amid growing competition, these updates add visual excitement without major redesigns.
Deep Blue Metallic orders are being transitioned to the new shades, according to customer reports and Tesla communications. In the U.S., Puerto Rico, and Mexico, the options are live now; Canada sees limited Frost Blue availability on the Model 3 Performance.
Tesla’s color strategy continues to evolve, borrowing from higher-end models to refresh mass-market EVs. Now that we bid farewell to the Model S and Model X, some of their colors might be available on the more widely available Model 3 and Model Y.
Elon Musk
Tesla Semi’s official battery capacity leaked by California regulators
A California regulatory filing just confirmed the exact battery size inside each Tesla Semi variant.
A regulatory filing published by the California Air Resources Board in April 2026 has put official numbers on what Tesla Semi owners and fleet buyers have long wanted confirmed: the exact battery capacities of both the Long Range and Standard Range Semi truck variants. CARB is California’s independent air quality regulator, and it certifies zero-emission powertrains before they can be sold or operated in the state. When a manufacturer submits a vehicle for certification, the resulting executive order becomes a public document, making it one of the most reliable sources for confirmed production specs on any EV.
The document lists two certified powertrain configurations. The Long Range Semi carries a usable battery capacity of 822 kWh, while the Standard Range version comes in at 548 kWh. Both use lithium-ion NCMA chemistry and share the same peak and steady-state motor output ratings of 800 kW and 525 kW respectively. Cross-referencing Tesla’s published efficiency figure of approximately 1.7 kWh per mile under full load, the 822 kWh pack supports roughly 480 miles of real-world range, which aligns closely with Tesla’s advertised 500-mile figure for the Long Range trim. The 548 kWh Standard Range pack works out to approximately 320 miles, again consistent with Tesla’s stated 325-mile target.
Here is a direct comparison of the two versions based on the CARB filing and published specs:
| Tesla Semi Spec | Long Range | Standard Range |
| Battery Capacity | 822 kWh | 548 kWh |
| Battery Chemistry | NCMA Li-Ion | NCMA Li-Ion |
| Peak Motor Power | 800 kW | 525 kW |
| Estimated Range | ~500 miles | ~325 miles |
| Efficiency | ~1.7 kWh/mile | ~1.7 kWh/mile |
| Est. Price | ~$290,000 | ~$260,000 |
| GVW Rating | 82,000 lbs | 82,000 lbs |
The timing of this certification is not incidental. On April 29, 2026, Semi Programme Director Dan Priestley confirmed on X that high-volume production is now ramping at Tesla’s dedicated 1.7-million-square-foot facility in Sparks, Nevada. A key advantage of the Nevada location is vertical integration: the 4680 battery cells powering the Semi are manufactured in the same complex, eliminating the supply chain bottleneck that had delayed the program for years.
Tesla’s long-term goal is to reach a production capacity of 50,000 trucks annually at the Nevada factory, which would represent roughly 20 percent of the entire North American Class 8 market. With CARB certification now in hand and the production line running, the regulatory and manufacturing groundwork for that target is in place.
Tesla Semi gets strange-but-understandable comparison from Jay Leno
Tesla expands its mass-market color palette in the U.S.
