Tesla deliveries the first semi trucks to Pepsi Co
Tesla
The first Tesla Semis have been delivered, and so has the promise to adhere to the company’s mission: accelerate the advent of sustainable transportation. Yes, it took five years from the first peek at the Semi and three years longer than initially projected, but the Semi is set to change the trucking industry the same way the Model S, 3, X and Y changed the automotive industry.
While Tesla has been increasing the number of passenger vehicles it produces worldwide; these large trucks are not needed at the same level. The company states that 15 million passenger vehicles are sold in the U.S. every year, but only a couple hundred thousand big rigs. So why would Tesla put so much time and effort into something that doesn’t sell as many units?
Musk’s response, “it seems like a small percentage, but it (semi-trucks) is actually 20 percent of U.S. vehicle emissions. Because you’ve got a huge vehicle, and it’s being driven all the time.” Musk said, “Over a third of all the articulate emissions (are from semi-trucks). So, from a health standpoint, particularly in cities, this is a huge impact, like gigantic — that’s why we are doing it.”
The Semi is a Recruiting Tool for Truckers
Back in 2017, Elon Musk said he could drive a Tesla Semi. That was quite a statement, given that trucks this size usually come with anywhere from 10 to 18 gears. However, the CEO did just that five years later. He drove the newest member of the Tesla lineup to the event to deliver the Semi to Pepsi Co. Musk said, “It’s like driving a Tesla, literally.” That is because it’s built the same way with a single stalk to put the vehicle in drive, reverse, neutral or park. “It looks sick. I mean, you want to drive that! That thing looks like it came from the future… It’s fun. It looks awesome, there is a big shortage of drivers, so if you are a truck driver and want the most bad ass rig on the road - this is it.”
The Semi is known as the Beast
Senior Manager of Tesla’s Semi Engineering, Dan Priestley, explained why many people refer to the Semi as the beast. “(It has) three times the power than any diesel truck on the road right now. So you’ve got all the power you need to get the job done, but the other reason that it’s a beast is because it is efficient, you can go 500 miles on a single charge on one of these things. It’s the mix of those two - this is a game-changer. What’s awesome is both of those are enabled by our 1000-volt powertrain. This is the first vehicle we are doing with that.”
That max power combined with hyper-efficiency is due to a tri-motor power train system. One motor is for highway driving and will always be engaged, while the other two are for torque and acceleration. Those motors use the system straight out of the Model S Plaid powertrain. Priestly said, “These are clutched automatically. No driver input is needed. It is seamless.”
Musk commented on the Semi’s performance, “It looks crazy. It looks like an elephant moving like a cheetah.” He was also astonished at the size of the motor powering the Semi. It’s described as the size of a football, “I find it amazing that this enormous thing can be pulled by something that you can carry in your hands — it’s like, wow, that is power density.”
500-mile Range
The Semi has been tested in all conditions in the real world, in a lab and virtually. One of those real-world tests was proving the naysayers wrong by taking the Semi for a 500-mile drive, fully loaded, from Fremont to San Diego on just a single charge.
Elon Musk later revealed on Twitter that the Tesla Semi's current efficiency is about 1.7kWh/mile, but that there is a path for Tesla to make it even more efficient. It's not clear whether the additional efficiency could be achieved through software or if it would require hardware changes. The quoted 1.7kWh/mile efficiency is a pleasant surprise, as many were expecting the truck to have an efficiency of about 2kWh per mile.
V4 Superchargers
Speaking of charging, the new V4 Superchargers were also revealed. They produce 1 megawatt of energy and will be used for the Semi and the Cybertruck.
Tesla's Semi Delivery Event
Musk finished the event with this message: This is going to revolutionize the road, make the world a better place in a meaningful way.
While Tesla’s 2024 Holiday Update brought many new features, including Apple Watch Support, Cross Traffic Alerts, Weather Overlays, Search Along Route, and others, there are also several smaller items in this update that didn’t get much attention.
Ambient Lighting Now Affects Easter Eggs
The 2024+ Model 3 and Cybertruck both come equipped with ambient lighting, and Tesla is now taking advantage of this custom lighting feature by incorporating it into several easter eggs.
Rainbow Road: If you head over to Apps > ToyBox > Rainbow Road, you’ll find a new option available that allows the ambient lighting in the vehicle to also change shades while Rainbow Road is active. The Rainbow Road easter egg is a tribute to the iconic course course in Nintendo’s Mario Kart.
Check out the feature in action below:
🇮🇹 Con l’aggiornamento di Natale, quando attiviamo la pista arcobaleno, anche i LED interni diventeranno arcobaleno. Questa è una novità non documentata, scovata da un utente di TESLERS (chiaramente riguarda le Model 3 Highland)
Santa Mode: Just in time for Christmas, Tesla has improved Santa Mode by cycling the ambient lighting between Christmas colors. Similar to Rainbow Road, the use of ambient lighting for the easter egg is optional and can be enabled under Apps > ToyBox > Santa Mode.
When using Santa Mode with ambient lighting turned on, the lights will cycle just between Christmas colors, red, green and white, instead of the full rainbow. There’s a video of the feature below:
The Model S and Model X vehicles that support Steam gaming are receiving a Steam app update in the holiday update as well. This update could end up being very interesting, but for now Tesla says that the SteamOS, which also runs on Valve’s Steam Deck has been updated to version 3.6.
Valve outlines a wide range of fixes and improvements in their release notes for version 3.6, but Tesla simply states that the OS update includes performance enhancements and improved game compatibility.
The SteamOS hasn’t been updated on the Model S and X for quite a while, so we believe there may be more to this besides performance improvements and fixes. We’ll be looking to share some insights into this in the near future.
So, there you have it—three new features in the Holiday update that have mostly gone under the radar. While they may not apply to everyone, there are plenty of other cool features in the Holiday Update, like the arrival of Dynamic Road Closure Routing and Nearby Parking, that are coming to every vehicle, so go check out the full release notes.
At the 2023 Q3 Earnings Call, Tesla provided an update on its next-generation model, what many are referring to as the “Model 2” or “Model Q.” Although the actual model name is yet to be determined, it is known internally as Redwood.
During the 2024 Shareholder Meeting, Musk again mentioned the upcoming model, saying that Tesla is working on new products, including a more affordable vehicle and a larger SUV.
While we know the next-gen vehicle is aimed at the $25k to $30k USD market, we now have some new information thanks to a new report out of China.
Launch & Price
According to the Chinese outlet CNMO Technology News (Sina Finance), Travis Axelrod, Tesla’s Head of Investor Relations, announced plans to launch a new model. Axelrod shared this update while addressing senior corporate investors at an investor conference hosted by Deutsche Bank on December 5, 2024.
The goal of Project Redwood, internally dubbed “Model Q” by Deutsche Bank, is to achieve a post-subsidy price of under $30,000 USD. With the Federal EV Rebate potentially expiring next year, this suggests that the Model Q’s starting price will be around $30,000 USD. For comparison, the Model 3 currently starts at $42,490 in the U.S.
We previously reported that Tesla has already been speaking to suppliers and is looking to begin volume production of the vehicle sometime around June 2025. Of course, prototyping is still necessary, but we haven’t seen any signs of Tesla testing a new vehicle since spotting the Cybercab on the streets ahead of We, Robot.
Specs
The Model Q will supposedly be about 15% smaller and 30% lighter than the Model 3, with an approximate length of 3,988mm, or 157 inches. For scale, the Mini is 157 inches, while the Model 3 is 185 inches, so it’s fairly compact.
The battery will also be smaller to match the vehicle’s smaller size as Tesla tries to reduce the vehicle’s price while maintaining a similar range as its other vehicles. Tesla is expected to offer two models—a single-motor RWD model and a Long-Range Dual-Motor AWD variant.
The lower trim level will include a 53 kWh lithium iron phosphate (LFP) battery, while the AWD version is expected to include a 75 kWh LFP battery. The report says that the vehicle will be able to travel up to 500 km (310 miles) on a single charge, but it’s not clear whether this will be for the more efficient RWD version or the AWD variant.
Given the vehicle’s weight reduction compared to the Model 3, this type of range is likely for the lower trim level.
Variant
Motors
Battery Size
Estimated Range
RWD
1
53 kWh (LFP)
310 miles (500km)?
AWD
2
75 kWh (LFP)
?
There’s no news yet on the price of the AWD version, but we expect it to be about $5,000 more expensive than the RWD variant.
Once the vehicle ramps up in production, Tesla intends to produce about 10,000 of these per week globally or about 500,000 per year. As Tesla mentioned during one of their previous earnings calls, this next-gen vehicle will be built using Tesla’s current assembly lines with minimal changes. This should allow for a smoother and more predictable production ramp. While Tesla still plans to use its new unboxed assembly process, it’s now saving it for the robotaxi.
We’re expecting Juniper to launch early next year, as production has supposedly already begun at Giga Shanghai, at least on a limited prototyping basis. If the rollout matches the Model 3 Highland refresh, we’ll see Juniper arrive in China first and then make its way to North America and Europe by the end of 2025. The performance variants should launch in early 2026, after the standard models.
If you’re excited about Juniper, so are we! Check out our wishlist of features for Tesla’s Model Y refresh, and see everything we know so far.
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