Tesla’s Semi Program Lead, Dan Priestley, took the stage at the IAA Transportation Exhibit in Hannover, Germany, today to speak about Tesla’s Semi and its place in the European market.
The IAA Transportation exhibit features lots of discussions on the European commercial vehicle industry. Tesla was one of the exhibitors on the main stage, focusing specifically on the Tesla Semi.
It was a short keynote — only 15 minutes long (video below) — but there was a lot of information packed into those 15 minutes, so let’s review it.
Tesla Semi Coming to Europe with Improvements
Dan Priestley confirmed that the Tesla Semi will be coming to Europe as Tesla begins to scale production. Tesla has already reached out to customers and is planning applications that diesel addresses today—at a lower and safer operating cost.
One of the big keys here is that the Tesla Semi has been approved for use on European roads – the required changes to make it road-legal in the EU have been made and fitted to the cab. The vast majority of these changes were fairly minor but were still needed.
However, Tesla doesn’t intend to enter the European market immediately – they intend to address the American trucking market first, and then enter the European market shortly thereafter. We recently reported that Tesla posted a new job listing for bringing the Semi to Europe.
New Independent Front Suspension
As part of the changes for the European version of the Semi – which Tesla is calling the European Development Platform – Tesla has implemented an independent front suspension. Because of the new independent front suspension, Tesla has also had the opportunity to increase the regen for the vehicle.
And it’s not just a drivetrain item—it turns out that the many improvements to the Semi have also included a new metal frame to hold the body together, which also provides enough space for a sleeper cab version. A sleeper cab for the Semi has been one of the big items holding it back from long-range trucking, and this improvement is a huge step forward on that front. The larger Semi will also include large storage compartments underneath.
Charging and Efficiency
Tesla has also focused on improving vehicle efficiency and charge curves—and they’ve done just that. Tesla’s pilot test fleet has logged 7.5 million kilometers—4.65 million miles —and these distances have seen Tesla continuously honing the Semi’s software and hardware.
One of the Semis has 400,000 km—or 248,000 mi—on its dash already in 1.5 years, and it has been hauling at a constant full gross vehicle weight rating. That means this particular Semi has been hauling its maximum weight rating everywhere—which is about 80,000 pounds.
And Tesla has more to show – with more plans for vehicle efficiency increases around the corner. They also intend to adjust the way that their customers will charge the Semi – no dedicated charging time will be required.
Instead, the Tesla Semi will charge while loading and unloading and during mandatory driver break times. On average, it takes approximately 2 to 3 hours to load or unload a semi-truck, which provides plenty of time to charge on Tesla’s Megawatt Charging System (MCS).
Video
Below is the full discussion of Dan Priestley talking about the Tesla Semi at the exhibit in Germany.
Here is today's full presentation from @Tesla's head of Semi engineering, Dan Priestley, and a PepsiCo representative, where they talk about PepsiCo’s Tesla Semi case study. pic.twitter.com/kvro9hk5OY
Tesla intends to expand the current Semi program in the United States. For now, it's been limited to PepsiCo and its subsidiaries, including Frito-Lay. We’ve seen Pepsi and Frito-Lay trucks on the highways in California and other states, but Tesla intends to begin deliveries to other customers toward the end of this year.
We’re super excited to see what’s next for the Semi—it’ll be a real game changer for transportation in North America and Europe and a big step towards reducing carbon emissions.
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Just over a week into the Robotaxi launch, Tesla began laying the groundwork for a more scalable remote supervision model, which will be key to achieving success with the Robotaxi Network.
About a week ago, Elon Musk posted on X that Tesla will likely reach the crucial safety threshold to enable this shift within a month or two. While that means at least another month of in-vehicle Safety Monitors, it does provide us with a timeline of what to expect.
As soon as we feel it is safe to do so.
Probably within a month or two. We continue to improve the Tesla AI with each mile driven.
This timeline came in response to a question about Tesla’s plans for the ratio of autonomous vehicles to remote supervisors. The more vehicles that a single human can supervise, the better, especially if that number can be reduced to something drastic, like a 100:1 ratio. A single human operator would be able to manage an entire city of Robotaxis, which will be critical to make the Robotaxi Network turn a profit.
While Tesla works towards that ambitious future, it is also taking immediate steps to improve the current user experience during the Austin pilot program, where 15-minute wait times have become the norm.
Solving for Wait Times
According to Eric E, one of Tesla’s principal engineers on Robotaxi, the current 15-minute wait times are a classic logistics challenge. The supply of vehicles is lower than the current demand for rides. To solve this, there’s a two-pronged solution for Tesla.
First, Tesla is directly increasing supply by hiring more Safety Monitors/Vehicle Operators in Austin, even hosting an on-site hiring event.
We're looking to hire more Vehicle Operators in Austin, TX to accelerate Robotaxi deployment. We will be hosting an onsite hiring event next Thursday. Please consider applying to the official job posting and completing this hiring event form:
Second, Tesla is working to make FSD and the Robotaxi fleet management software faster and smarter. This means they are utilizing the data from the pilot to better orchestrate the fleet by predicting demand and pre-positioning vehicles in prime locations to reduce wait times. After dropping someone off, the vehicle can start traveling to areas of higher demand, even if someone hasn’t booked a ride yet.
Next Up: Remote Supervision
These immediate fixes are all in service of that much larger goal. Scaling the Robotaxi Network isn’t just about having more cars; it’s about increasing the number of vehicles a single human can safely supervise remotely, which is a requirement for Robotaxi to turn a profit.
Elon’s comments give us this timeline. A more flexible and favorable ratio of 3:1 (although still far from the ideal 100:1) is likely to be achieved within a few months.
Tesla is committed to safety, as evidenced by the safety monitors in the vehicle. A single incident could not only tarnish the public’s view of the Robotaxi Network but could also halt Tesla’s operations altogether.
The data gathered from more Robotaxis on the road is crucial to the whole project. Tesla is gathering more data and issuing newer FSD builds specific to the Robotaxi.
As FSD requires less remote oversight per mile driven autonomously, Tesla can safely increase the number of vehicles per remote supervisor, moving the service closer to its ultimate goal.
Tesla has laid out an aggressive roadmap for the Robotaxi Network and its next few phases. We’ll have to wait and see just how this goes over the next few months, and whether they feel comfortable enough to increase the geo-fence and remove safety monitors.
Following the recent news of Grok being almost ready for Tesla vehicles, Elon Musk confirmed on X that the next major step is with Optimus, Tesla’s humanoid Robot. xAI’s advanced Grok models will eventually serve as the voice and brain for Optimus. This will be a convergence of Musk’s two biggest AI ventures — Tesla and xAI.
This will combine a physically humanoid robot - the brawn - with the new brains, Grok. This integration is more than just giving Optimus a voice - it suggests that Tesla is thinking ahead and possibly intends to use Grok to understand the environment around Optimus, while FSD will handle the robot’s movements.
The combination of Optimus and Grok creates a relationship where each component plays to its strengths.
For years, Tesla’s robotics team has been focused on the immense challenge of physical autonomy. Optimus learns complex tasks by observing humans, basically training itself through video by watching humans. This helps Optimus develop the physical dexterity needed to work in the real world. This is the brawn - the ability to navigate, manipulate objects, and perform useful work.
Grok provides the conversational brain. It adds a layer of natural language understanding, reasoning, and interaction. Instead of needing a computer, a specialized app, or pre-programming commands to give Optimus instructions, a user will be able to simply talk to it in a natural way. This makes Optimus infinitely more approachable and useful, especially for tasks in a dynamic environment, such as work or at home.
xAI and Tesla
Viewed from a different perspective, this move isn’t just about upgrading one product. It is the clearest evidence that xAI and Tesla are collaborating together to build a single, unified AI platform. Musk’s biographer, Walter Isaacson, believes Tesla and xAI will merge. Seeing Tesla and xAI both play critical roles in creating Optimus makes us believe that it may very well be the case.
Transformation to a Humanoid Robot
The confirmation of Grok in Optimus is one of the most significant milestones for the project to date. While Optimus’s ability to walk and work (and dance) is already an incredible engineering feat, it has all been physical abilities so far. Adding the ability to interact with Optimus in a human-like way will transform Grok from a machine to a true, general-purpose humanoid robot.
The ability to understand nuanced requests, ask clarifying questions, and respond intelligently is what will ultimately make Optimus a daily fixture in our lives.