Tesla gives Semi a late 2025 and early 2026 true launch date

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Tesla gave the Semi a late 2025 and early 2026 true launch date as the company has started construction of a dedicated manufacturing facility for the Class 8 truck.

Tesla has been utilizing the expertise of PepsiCo. for an early pilot program involving the Semi to test real-world efficiency and travel. For the past two years, Tesla and PepsiCo. have been working to understand how the vehicle will make fleets more efficient and environmentally friendly as the truck is still making its way toward volume production.

However, the Semi launch has been pushed back on several occasions, but executives on Tesla’s Q1 2024 Earnings Call on Tuesday gave a timeline of when they believe the hauling vehicle will be available for more deliveries:

“Our first vehicles are planned for late 2025 of external customers starting in 2026.”

The thing that has held up production is Tesla’s want for a more affordable and efficient manufacturing process. Additionally, Tesla’s Semi production facility, which is currently being built in Nevada near Tesla Gigafactory, is also being constructed:

“So we’re finalizing the engineering of the Semi to enable like a super cost-effective high volume production with our learnings from our fleet and pilot fleet and Pepsi’s fleet, which we’re expanding this year marginally. In parallel as we showed in the shareholder’s deck, we have started construction on the factory in Reno.”

Tesla also showed the land where the Semi production facility will be and the progress of the construction:

Credit: Tesla

Tesla broke ground on the site in January after announcing the $3.6 billion project nearly a year to the day:

Tesla breaks ground on $3.6B Giga Nevada expansion for Semi and 4680 cell

The Semi is one of the biggest developments in Tesla’s current pipeline, as it will help the company obtain a vehicle that is primarily dedicated to fleets and logistics.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Tesla gives Semi a late 2025 and early 2026 true launch date





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Tesla Autopilot investigation closed by NHTSA — but now a recall query looms

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Tesla Autopilot is getting further scrutiny from the National Highway Traffic Safety Adminsitration (NHTSA) as the agency has opened a Rcall Query to determine whether its safeguards that were rolled out in an Over-the-Air update late last year are effective.

The NHTSA closed an Investigation into Tesla Autopilot that it opened in 2021. But now, it is looking into the recall that Tesla rolled out in December to increase driver attentiveness.

Tesla Autopilot Investigation Findings

According to the NHTSA, a U.S. government agency, its Office of Defects Investigation (ODI) completed an analysis of 956 crashes up to August 30, 2023:

“In approximately half (489) of those crashes, ODI found: 1.) that there was insufficient data to make an assessment; 2.) the other vehicle was at fault; 3.) Autopilot was found to not be in use; or 4.) the crash was otherwise unrelated to EA22002. Of the remaining 467 crashes, ODI identified trends resulting in three categories: collisions in which the frontal plane of the Tesla struck another vehicle or obstacle with adequate time for an attentive driver to respond to avoid or mitigate the crash (211), roadway departures where Autosteer was inadvertently disengaged by the driver’s inputs (111), and roadway departures in low traction conditions such as wet roadways (145).”

Tesla met with the NHTSA in Q4 2023 and rolled out a Defect Information Report equipped with a recall that was applicable to all Tesla vehicles.

Tesla Rolls Out a Recall/Over-the-Air Update

It then rolled out an Over-the-Air update as part of Recall 23V-838, which aimed to help drivers remain more attentive in the form of “increasing the prominence of visual alerts on the user interface, simplifying engagement and disengagement of Autosteer, additional checks upon engaging Autosteer and while using the feature outside controlled access highways and when approaching traffic controls, and eventual suspension from Autosteer use if the driver repeatedly fails to demonstrate continuous and sustained driving responsibility while the feature is engaged.”

Tesla to address NHTSA’s 2-million-vehicle Autopilot recall with OTA update

Investigation Closed, Recall Query Opened

The NHTSA said in a document today that it would close investigation EA22002, which was opened on August 13, 2021, and aimed to assess the performance of Tesla Autopilot.

Concurrent with that closing, it is opening a Recall Query, named RQ24009, to assess the effectiveness of Tesla’s Autopilot remedy (23V-838) rolled out in December.

The NHTSA said it had identified at least 13 crashes during its EA22002 investigation involving “one or more fatalities and many more involving serious injuries, in which foreseeable driver misuse of the system played an apparent role.”

The agency said it has concerns due to post-remedy crash events and results from preliminary tests of remedied vehicles. It also wants more information on the fact that Tesla “stated that a portion of the remedy both requires the owner to opt in and allows a driver to readily reverse it.”

Tesla Autopilot is a Level 2 system that still requires the attention of the driver, and they must be ready and able to take over in any circumstance as the car is not fully autonomous.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Tesla Autopilot investigation closed by NHTSA — but now a recall query looms





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Tesla’s strong earnings ‘raises more questions’ about future lineup: Deutsche Bank

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Tesla’s strong Earnings Call earlier this week has certainly won over some investors as the stock continues to climb upward, but analysts at Deutsche Bank believe the call might have raised more questions as the company clarified its plans for the future.

“The strong positive market reaction to Tesla’s mixed Q1 print, in our view, represented some relief that Tesla is not completely giving up on selling cheaper consumer models, nor is it staking the company’s entire future on Robotaxi,” Deutsche Bank said in a new note to investors.

However, there is some skepticism among the analysts regarding what the new vehicle lineup might entail, especially in terms of pricing and detail, which will undoubtedly be revealed at a future date.

Tesla gives first look at Robotaxi-powered ride-hailing service app

The clarification on what is to come undoubtedly brings more transparency into what Tesla’s plans are for the next year and a half. However, Deutsche Bank said the lack of concrete information “leaves large unanswered questions around the detail and cost of the new vehicles and creates considerable execution risk considering the aggressive timeline, as well as risk of Model 3/Y cannibalization if differentiation is small.”

There are reasons for the lack of detail, and it all comes down to what a business is about. Tesla has always been relatively cryptic regarding what it will release, and there are chances the engineers and CEO Elon Musk have not come up with a finalized design or roadmap for these vehicles, which ones will be released, and at what price.

Tesla has routinely adjusted prices to stimulate demand, and changes occur too often to narrow down models to a specific price. After all, look what happened with Cybertruck.

Tesla will release the details of its upcoming lineup when things are more finalized, and although there are more questions, what we got was better than a lack of guidance or concrete plans, like what happened with Q4 earnings.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Tesla’s strong earnings ‘raises more questions’ about future lineup: Deutsche Bank





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