Tesla Semi finally gets an FSD timeline — but it's waiting behind Cybercab
Musk told investors Tesla Semi's self-driving software should start working by early 2027 — but autonomous Semi development will take "a bit of a backseat" for the next six months while the team prioritizes the much higher-volume Model 3, Model Y, and Cybercab.
According to Teslarati, Musk told investors that Tesla Semi's self-driving software should start working by early 2027. He was careful to note this doesn't necessarily mean a driverless Semi hits the road next year.
"Autonomous Semi development is taking a bit of a backseat for the next six months or so," Musk said, adding it "will definitely be working next year and in time for the scale-up to high production of the Tesla Semi."
He explained the reasoning behind the prioritization: Tesla's self-driving team is currently focused on Model 3, Model Y, and Cybercab, which make up the overwhelming majority of Tesla's fleet. Since Semi trucks on the road remain a small fraction of that total, Musk said it made more sense to keep the software team's attention on "the march of nines of safety" for the higher-volume vehicles first.
Semi's pitch to logistics customers has long included the cost savings that autonomy would unlock. This is the first time Tesla has put a rough date on that, but it also confirms self-driving Semi sits behind the passenger lineup in priority.
Summaries are prepared by the Tesla Briefing editorial team and may not capture every nuance of the original reporting. You are solely responsible for your own investment decisions.