According to a report in the Handelsblatt, during a quick trip to Tesla’s Germany operations, Elon Musk stated, “I think it makes sense to produce the semi-truck in Europe at Giga Berlin.” With that, the semi-truck production appears to have a plan for the long-awaited ramp-up. This is in addition to the already planned “Redwood” European production.
Giga Berlin's New Role in Tesla's Expansion
The choice of Giga Berlin as the production site for the Tesla Semi is strategic, considering the factory's capacity and the region's central location within Europe. With the facility initially focused on Model Y production, the addition of the Tesla Semi represents a meaningful expansion of Tesla's manufacturing capabilities on the continent. This move is aligned with the company's broader objective to increase the factory's output and further solidify its presence in the European market.
The decision also comes while the European trucking sector increasingly leans towards decarbonization, spurred by stringent CO2 reduction targets and a collective drive towards sustainability. Introducing the Tesla Semi to the European market is anticipated to profoundly impact the transportation sector, offering a viable, environmentally friendly alternative to diesel trucks.
Tesla Semi's Journey to European Production
The electric semi-truck was first introduced in 2017 and is currently in pilot production in Nevada. After a big publicity splash with Pepsi-Co, the first company to sign on to purchase the Semis, news about the big truck has been fairly quiet. However, early reports suggest the Semi boasts impressive features such as superior range, charging efficiency, and performance capabilities, which have been proven in real-world tests and operations by early adopters. These attributes make the Tesla Semi a compelling option for companies looking to reduce their carbon footprint and operational costs.
The Semi isn’t the only new product that’s been discussed in Germany. Last year, during a visit to the facility, Musk said the next-generation car, which is now known as “Redwood,” would be built at Giga-Berlin. However, the timeline for this development is hard to nail down, as Tesla has recently made it clear that it’s all hands on deck to get the car manufactured at the Austin plant.
Musk's recent visit to the Giga Berlin came after an arson attack temporarily disrupted the factory's operations, highlighting the CEO's hands-on approach in steering the company through challenges. Despite the setback caused by the attack, Tesla's quick recovery. Tesla employees rallied outside the facility to support the company against the “environmental” terrorist attacks. Giga Berlin exemplifies the company's robust response mechanism to unforeseen events, ensuring that its ambitious production goals remain on track.
For the first time in quite a while, Tesla has increased the price of one of its vehicle offerings. The Model S Long Range and the Model S Plaid have both received a hefty price increase. However, not all is bad - as Tesla also added a new benefit for buyers.
Price Increase
The price increase for the Model S is $5,000 - currently only in the United States. This price increase will likely impact other markets, including Canada, in the coming days.
The Model S Long Range now starts at $79,990, while the Model S Plaid now starts at $94,990. The Model S and Model X now have the same starting price. Interestingly, that’s also the same pricing point for the Cybertruck AWD and Cyberbeast Trimotor non-Foundation Series.
The vehicle configuration does not appear to have changed, so the new pricing is simply an increase rather than the addition or removal of features. Tesla previously cut the price of the Model S and Model X by 15% in 2023, so this could simply be an adjustment to ensure that the vehicle pricing stays in line with inflation and other factors.
Free Lifetime Supercharging
For those on the fence about ordering a Model S, Tesla has brought back Free Lifetime Supercharging when you order a new Model S on or after December 13, 2024. As always, Free Lifetime Supercharging is restricted to the buyer’s Tesla account and to that specific vehicle. It cannot be transferred to another vehicle or another owner after ownership transfer. It’s worth noting, that it also doesn’t exclude the owner from receiving Supercharger idle fees or congestion fees. There is currently no end date for this promotion.
There are currently no changes to the Model X, neither a price increase nor the addition of Lifetime Superchargering. However, when Tesla makes changes to one of their premium vehicles, it usually affects the other one as well. So be on the lookout for potential changes to the Model X offering in the coming days.
We’ve seen Tesla value Lifetime Supercharging at $5,000, so this falls in line with the price increase we’re seeing. It’s possible that Tesla will begin to bring back Lifetime Supercharging as a perk for buying into their more premium Model S and Model X cars, or this could be another temporary promotion to get buyers who are on the fence to go ahead and make their purchase while this promotion lasts.
Tesla recently showed off a demo of Optimus, its humanoid robot, walking around in moderately challenging terrain—not on a flat surface but on dirt and slopes. These things can be difficult for a humanoid robot, especially during the training cycle.
Most interestingly, Milan Kovac, VP of Engineering for Optimus, clarified what it takes to get Optimus to this stage. Let’s break down what he said.
Optimus is Blind
Optimus is getting seriously good at walking now - it can keep its balance over uneven ground - even while walking blind. Tesla is currently using just the sensors, all powered by a neural net running on the embedded computer.
Essentially, Tesla is building Optimus from the ground up, relying on as much additional data as possible while it trains vision. This is similar to how they train FSD on vehicles, using LiDAR rigs to validate the vision system’s accuracy. While Optimus doesn’t have LiDAR, it relies on all those other sensors on board, many of which will likely become simplified as vision takes over as the primary sensor.
Today, Optimus is walking blind, but it’s able to react almost instantly to changes in the terrain underneath it, even if it falls or slips.
What’s Next?
Next up, Tesla AI will be adding vision to Optimus - helping complete the neural net. Remember, Optimus runs on the same overall AI stack as FSD - in fact, Optimus uses an FSD computer and an offshoot of the FSD stack for vision-based tasks.
Milan mentions they’re planning on adding vision to help the robot plan ahead and improve its walking gait. While the zombie shuffle is iconic and a little bit amusing, getting humanoid robots to walk like humans is actually difficult.
There’s plenty more, too - including better responsiveness to velocity and direction commands and learning to fall and stand back up. Falling while protecting yourself to minimize damage is something natural to humans - but not exactly natural to something like a robot. Training it to do so is essential in keeping the robot, the environment around it, and the people it is interacting with safe.
We’re excited to see what’s coming with Optimus next because it is already getting started in some fashion in Tesla’s factories.