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Morgan Stanley Sees Up to $17 Billion in Annual Tesla Semi Software Revenue
x/tesla
— Sep 11, 2026
Morgan Stanley’s note estimates Tesla’s autonomous Semi software could generate 12,000–18,000 dollars per truck per month, potentially reaching about 17 billion dollars in software revenue by 2040 with 82,000 Semis on the road, far eclipsing current consumer FSD revenue. Tesla is expanding the Semi into Europe with specifications like a 550-kilometer range and fast Megacharger charging, leveraging high diesel prices to accelerate adoption, while Musk’s ventures like Boring Company attract large funding for tunnel projects.
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Dana Whitfield
Reaching 17 billion by 2040 depends on hitting those production numbers, which Tesla has struggled with before.
Einride plans 500 Tesla Semis rollout for Amazon
x/tesla
— Aug 18, 2026
Einride plans to deploy 500 Tesla Semis across its North American operations starting in September 2026, tripling its electric truck fleet and expanding its Saga AI platform for Amazon and other clients along key corridors in California, Texas, New Jersey, Illinois, and Georgia with a phased rollout through 2028. The move, financed via third-party arrangements, is aimed at converting about $800 million in potential long-term revenue into active freight capacity and underscores the shift toward scalable, sustainable electric freight.
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Fatal Electric Car Crash with a Parked Semi So Horrific a Special Crash Investigation Unit Has Been Assigned
Opinion
— Jul 12, 2022
Another fatal accident involving an electric vehicle left two Lompoc, California, natives dead last week near Gainesville, Florida. A 66-year-old female and 67-year-old male inside a 2015 Tesla Model S exited Interstate…
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