2026-05-15 17:00:00
In a dimly lit bedroom, a frightened young woman is thrown onto a bed by a tall, muscular man. He grabs her hand, and flame-like vines crawl across her body, fusing with her flesh. She levitates, then drops. A dragon-shaped tattoo appears across her chest.
“Two months,” the man says. “Give me an heir, or I will eat you.”
The scene is from Carrying the Dragon King’s Baby, one of the many hundreds of short dramas that appear on apps like DramaWave and ReelShort. There’s just something about this one that isn’t quite right. The lighting may be glossy and cinematic, but the show has an odd visual texture like something between a movie and a video game cutscene.
That’s because Carrying the Dragon King’s Baby is part of a new trend for making these shows entirely with AI: no actors, camera operators, cinematographers, or CGI specialists required.
China’s short drama industry has boomed since its launch, in 2018. These ultrashort, melodramatic, and often smutty shows are designed for smartphone viewing, with episodes often running just one or two minutes long: Viewers can finish an entire series in as little as 30 minutes to an hour. The films are made for endless scrolling, packed with emotional confrontations and melodramatic plot twists. The trend’s growth is driven by apps that bombard TikTok, Instagram, and Facebook with cliffhanger-heavy ads designed to lure viewers into buying subscriptions. In 2024, China’s short drama market reached roughly $6.9 billion in revenue, surpassing the country’s annual box office earnings for the first time.
Since 2022, Chinese short drama companies have aggressively expanded overseas, translating existing hits and producing localized series featuring local actors. Globally, short drama apps have approached a billion cumulative downloads. The United States is the biggest market outside of China, providing around 50% of the revenue, according to research firm DataEye.
Now the industry is reinventing itself. Chinese short drama companies—already masters of low-budget, algorithmically optimized entertainment—are embracing generative AI to produce content faster and cheaper than ever. An average of 470 AI-generated short dramas were released every day in January, according to DataEye. Short-drama companies like Kunlun Tech are ramping up AI productions, shrinking film crews, and reorganizing the labor pipeline from the ground up. For some studios, AI has moved from being a supporting tool to providing the backbone of production itself.
Short dramas are already famously low-budget. But AI has made them dramatically cheaper to mass-produce, helping to accelerate the entire process—and save money. Production timelines have collapsed. Conceptualization, script writing, casting, shooting, and editing used to take three to four months. With AI, the process can now take less than a month, says Tang Tang, vice president at short-drama platform FlexTV. Producing a short drama in North America once cost roughly $200,000, but AI can cut that cost by 80% to 90%, according to Tang.
After expanding into the US market, Chinese short drama companies largely followed the same playbook they used in China: Buy traffic aggressively on TikTok, Facebook, and YouTube; offer a handful of free episodes; then charge viewers to unlock the rest inside the companies’ apps. Decisions about what to produce next are often driven less by creative instinct than by performance data. “We look at what themes, plotlines, and writers resonate with audiences, then quickly adjust,” says Tang.
The industry operates at a relentless pace. “Everyone expects quick returns,” Tang says. “In China, if a series doesn’t break even within a month, the industry considers it a failure.”
As a result, screenwriters who spoke with MIT Technology Review said platforms often categorize projects using highly specific keywords that encompass everything from genre and setting to plot structure, such as “campus romance,” “gang rivalry,” “enemies to lovers,” or “rags to riches.” Recently, one of the most popular genres has been “reborn revenge,” a fantasy trope in which a wronged protagonist is miraculously reborn and given a chance to change their fate.
“You kind of have to keep the emotional intensity extremely high throughout the show, using the same plot devices over and over again: sudden deaths, betrayals, physical violence, huge confrontations,” says Phoenix Zhu, a freelance short drama screenwriter based in Suzhou. “It’s common to sacrifice narrative logic for shock value, because otherwise people are more likely to scroll away.”
Those simple tropes have made the format particularly compatible with AI-generated production. Earlier this year, FlexTV halted all traditionally shot productions and shifted entirely to AI-generated dramas. Kunlun Tech, the parent company of drama apps DramaWave and FreeReels, began producing AI-generated short dramas in 2025 and now offers more than 1,000 AI titles on its platforms. StoReels, another popular short drama company targeting a global audience, has said it aims to produce 100 AI-generated dramas per month.
“People’s attention spans are getting shorter, and serialized drama naturally has to get shorter,” says Han “Daniel” Fang, the CEO of Kunlun Tech. Fang told MIT Technology Review that the company is not going to stop investing in traditionally shot short dramas with real actors. But the company is expanding AI-generated productions and gradually increasing their share on its platforms as a low-cost way to experiment with new genres, themes, and ideas. “We want to bring the amount of AI work to 20% of the platform,” Fang says.
The format is also rapidly growing overseas. Research firm Omdia estimates that the global microdrama market reached $11 billion in 2025 and will grow to $14 billion by the end of 2026. The United States is expected to generate $1.5 billion in revenue in that market this year.
“No one comes to short dramas expecting high art,” says investor Shangguan Hong, former partner of Legend Capital. “The short-drama industry already stands out from traditional TV and filmmaking by being real-time and data-driven. AI only furthers that logic. In a sense, short drama is perfectly compatible with AI.”
The industry’s AI revolution is already changing the type of roles required to make short dramas.
Phoenix Zhu graduated from college in 2024 with a degree in philosophy. After months of rejections from traditional media and film studios, she eventually found work writing scripts for short dramas. “It was a very difficult job market for young people,” Zhu says. “I couldn’t afford to be picky about what I wrote.”
To support herself, Zhu worked a string of part-time jobs, including as a barista, a flower seller, and an event coordinator, while taking freelance writing gigs online for advertising and education companies. In April 2025, she sold her first short-drama script for around 20,000 yuan (approximately $2,945). More commissions followed, and she thought her career was finally beginning to pick up.
Then AI arrived. Two projects already in the contract stage were abruptly canceled, Zhu says. Rates across the industry began falling. The raises she expected as she gained more experience never materialized.
Still, writers like Zhu have been among the less disrupted workers in the industry. Many production roles on traditional filming sets have disappeared almost entirely from AI-generated productions.
“We could shrink the production team down to around 10 people,” says Tang, vice president at FlexTV. Like many companies in the industry, FlexTV relies primarily on Chinese writers and production teams, even for shows featuring non-Chinese characters and targeting overseas audiences. The reason is not just lower costs, Tang says, but also that Chinese writers better understand the pacing and narrative rhythm of short dramas.
Instead of camera crews, lighting technicians, makeup artists, and visual effects teams, AI productions now rely on smaller groups consisting largely of producers, writers, AI directors, and “AI asset curators.”
An AI asset curator translates scripts into prompts and generates reference images of characters, costumes, and scenes for AI video models to follow. MIT Technology Review found hundreds of job listings for the role on Chinese job sites, many requiring little prior industry experience beyond familiarity with AI tools.
“The technology has improved enormously just in the past few months,” says Hanzhong Bai, an AI short-drama producer based in Beijing. Bai says it is common for AI asset curators to use prompts like “combine the faces of these celebrities I like” when generating characters. Studios typically use a mix of tools, including Google’s image-generation model Nano Banana, ByteDance’s Seedance, and Kuaishou’s Kling.
For producers like Bai, AI also makes it economically viable to produce genres that were previously too expensive for short dramas, especially fantasy series requiring elaborate visual effects, costumes, or makeup. “We’ll see many more dragon and mermaid shows for exactly this reason,” Bai says.
The compressed production cycle has also changed the writing process itself. Writers once had two to three months to finish a script. Now, Zhu says, platforms often expect delivery within a month. Scripts can also be rougher and more flexible, since scenes, visuals, and even plot details can be changed later through prompts.
As a result, writers increasingly have to write for AI models as much as for human audiences. Zhu says she now has to describe scenes with far greater visual specificity, effectively taking on responsibilities once handled by cinematographers or visual effects teams.
“Before AI, writing ‘He gave her a cold stare’ might have been enough,” Zhu says. “Now I might need to write, ‘Cold beams of light shot out from his eyes.’”
Fang of Kunlun Tech believes the future quality of AI-generated short dramas is ultimately a numbers game. “Good ideas and good writing still stand out,” Fang says. “The quality [of AI short drama] will improve simply because more people with strong ideas will be able to make their shows.”
2026-05-15 17:00:00
Every year the World Health Organization publishes a global health statistics report. It features the numbers behind world health trends and, importantly, assesses whether we’re on track to reach ambitious goals set in 2015. It’s a bit like a health grade.
The 2026 report was published on Wednesday. And the results aren’t looking brilliant. While we are seeing some improvements, they are uneven, and they’re far too slow.
The targets themselves are part of the United Nations’ Sustainable Development Goals, a sprawling and ambitious plan focused on improving life around the world. The 17 goals were set to tackle poverty and climate change and to boost education, gender equality, health, and well-being, among many other quality of life issues. Those targets were meant to be met by 2030.
Perhaps they were a little too ambitious. Here are the numbers and statistics that stood out to me on this year’s world health report card.
1.3 million new cases of HIV in 2024
Before the SDGs, there were the Millennium Development Goals. One MDG target was to halt and reverse the spread of HIV—and that target was exceeded by 2015. Back then, we were considered on track to “end the AIDS epidemic by 2030.”
How depressing, then, to see that in 2024 there were an estimated 1.3 million new cases of HIV. That’s 40% lower than the figure from 2010. But it’s still 1.3 million additional people with HIV. The SDG target is to reduce HIV incidence by 90% by 2030—we’re not likely to meet it.
10.7 million new cases of TB
The picture is even bleaker for tuberculosis, which ranks 10th on the WHO’s list of top global causes of death. The goal was to reduce cases by 80% between 2015 and 2030. So far, cases have only fallen by a measly 12%. And when you break the change down by region, the Americas saw an increase of 13%
An 8.5% rise in malaria cases
And then there’s malaria, the mosquito-borne disease with a 7% fatality rate. The European region has been free of malaria since 2015, but the disease is a significant concern in many countries in the Global South, particularly in Africa. The goal was to lower rates by 90% between 2015 and 2030. In 2024, there were an estimated 282 million cases of malaria globally—representing an 8.5% increase in incidence rates.
Antimalarial drug resistance is a major challenge here—forms of the malaria virus that are resistant to drugs have been confirmed or suspected in eight countries in Africa, according to a separate WHO report. Mosquitoes that are resistant to commonly used insecticides are present in nine African countries. And climate change, which can alter mosquito habitats, may be making things worse.
42.8 million children are wasting
We’re not meeting child health targets, either. Take malnutrition, for example. As of 2024, the global prevalence of wasting in children was 6.6%—that’s a staggering 42.8 million children who are literally wasting away because of a lack of adequate food. On the other end of the spectrum, 5.5% of children are now considered overweight. Both figures were meant to be below 5% by 2030, which now seems unlikely.
Vaccination rates are dropping in the Americas
Progress in improving childhood vaccination coverage has stalled. Globally, an estimated 76% of children are getting their second dose of a measles vaccine—a figure far below the the approximately 95% needed to prevent outbreaks. The Americas currently has lower rates of vaccine coverage for three of the four “core” vaccines than it did in 2015.
This is partly due to a lack of investment, says Goodarz Danaei, an epidemiologist at the Harvard T.H. Chan School of Public Health. “But now we have a misinformation campaign going around vaccines that makes it worse,” he adds.
The covid-19 pandemic didn’t exactly help, either. The impact on health services led to millions of children missing out on routine vaccinations.
22.1 million pandemic-related deaths
And of course the pandemic affected progress toward health goals in more direct ways: 7 million people died of covid-19. The WHO report estimates that, for each of these, there were an additional two “excess” deaths related to the pandemic, due to disruptions in health care, for example. That puts the total figure at 22.1 million pandemic-related deaths.
A woman dies every two minutes from “maternal causes”
Maternal mortality rates fell by about 40% between 2020 and 2023. But today’s rate equates to 712 maternal deaths every single day. That’s one every two minutes. The WHO report notes that we’d have to reduce the mortality rate by almost 15% per year in order to meet the 2030 target. This seems incredibly unlikely, particularly given the recent decimation of US funding for global aid programs, which is expected to result in thousands of additional maternal deaths.
Progress has also slowed in reducing the risk of death from noninfectious diseases like cancer, diabetes and cardiovascular disease. “Overall, neither the world nor any WHO region is currently on track to meet the 2030 SDG target,” the report states.
2.1 billion people struggle to afford health care
Despite plans to make health care more affordable, a significant chunk of the population is being pushed into poverty by health-care costs. In 2022, 2.1 billion people faced financial hardship due to health spending—and 1.6 billion of them were living in or had been pushed into poverty.
Across the board, there have been some important improvements in global health. But the achievements have not gone far enough. “The good news is that there is progress,” says Danaei. “But as always, the glass is half empty.”
This article first appeared in The Checkup, MIT Technology Review’s weekly biotech newsletter. To receive it in your inbox every Thursday, and read articles like this first, sign up here.
2026-05-14 21:00:00
When generative AI first moved from research labs into real-world business applications, enterprises made a tacit bargain: “Capability now, control later.” Feed your proprietary data into third-party AI models, and you will get powerful results. But your data passes through systems you do not own, under governance you do not set. The protections you rely on are only as durable as the provider’s next policy update.
Now, with generative AI established in everyday business operations and sophisticated new agentic AI systems advancing every day, companies are reevaluating the terms of that deal.
“Data is really a new currency; it’s the IP for many companies,” says Kevin Dallas, CEO of EDB, echoing a recurrent anxiety from customers. “The big concern is, if you’re deploying an AI-infused application with a cloud-based large language model, are you losing your IP? Are you losing your competitive position?”
That question is now fueling a movement toward reclaiming both the data and AI systems that have rapidly become part of core business infrastructure. AI and data sovereignty, which refers to breaking dependence on centralized providers and establishing genuine control over models and data estates, it is an urgent priority for many companies, says Dallas, citing internal EDB data: “70% of global executives believe they need a sovereign data and AI platform to be successful.”
The idea of AI sovereignty is becoming a global policy conversation. NVIDIA CEO Jensen Huang recently spoke about the need for such a shift at the World Economic Forum’s annual meeting at Davos in January 2026: “I really believe that every country should get involved to build AI infrastructure, build your own AI, take advantage of your fundamental natural resource—which is your language and culture—develop your AI, continue to refine it, and have your national intelligence be part of your ecosystem.”
This report explores how enterprises are pursuing sovereignty over their models and data estates in an era of rapid AI adoption. Drawing on a survey conducted by EDB of more than 2,050 senior executives and a series of interviews with industry experts, the research confirms that the sovereignty movement on the enterprise level is already well underway.
This content was produced by Insights, the custom content arm of MIT Technology Review. It was not written by MIT Technology Review’s editorial staff. It was researched, designed, and written by human writers, editors, analysts, and illustrators. This includes the writing of surveys and collection of data for surveys. AI tools that may have been used were limited to secondary production processes that passed thorough human review.
2026-05-14 21:00:00
Financial services companies have unique needs when it comes to business AI. They operate in one of the most highly regulated sectors while responding to external events that are updated by the second. As a result, the success of agentic AI in financial services depends less on the sophistication of the system and more on the quality, security, and accessibility of the data it relies on.
“It all starts with the data,” says Steve Mayzak, global managing director of Search AI at Elastic.
Agentic AI—systems that can independently plan and take actions to complete tasks, rather than simply generate responses—holds enormous potential for financial services due to its ability to incorporate real-time data and optimize complex workflows. Gartner has found that more than half of financial services teams have already implemented or plan to implement agentic AI.
However, introducing autonomous AI into any organization magnifies both the strengths and weaknesses of the underlying data it uses. To deploy agentic AI with speed, confidence, and control, financial services companies must first be able to search, secure, and contextualize their data at scale. “Agentic AI amplifies the weakest link in the chain: data availability and quality,” says Mayzak. “And your systems are only as good as their weakest link.”
Financial services companies, therefore, require a trusted and centralized data store that is easy to access, dependable, and can be managed at scale.
Regulation in the financial services sector requires a high degree of accountability for all data tools. As Mayzak says, “You can’t just stop at explaining where the data came from and what it was transformed into: ‘Here’s the data that went in, and this is what came out.’ You need an auditable and governable way to explain what information the model found and the logic of why that data was right for the next step.” That is, you need to be able to see, understand, and describe the underlying processes.
At the same time, financial services companies require speed and accuracy in order to meet customer expectations and stay ahead of competition. Markets are continually shifting, and risks and opportunities move along with them. If an AI model can parse natural language (unstructured data) from complex sources—in addition to structured data in spreadsheets that are easier to analyze—this gives users more relevant information.
In this environment, there is no tolerance for error, including the hallucinations that plagued early AI efforts. Agentic AI systems depend on rapid access to high-quality, well-governed data that is secure and accessible. In financial services, that data spans transactions, customer interactions, risk signals, policies, and historical context. The task of preparing that data for AI should not be underestimated. “Natural language is way more messy than structured data, and that makes the process of organizing and cleaning it up that much more important and also that much harder,” says Mayzak.
The data must be well indexed and consolidated across different locations, not locked in the silos of separate systems across the organization. Otherwise, AI agents lag, provide inconsistent answers, and produce decisions that are harder to trace and explain, undermining confidence among regulators, customers, and internal stakeholders.
As Mayzak says, “There are many different ways to describe how to execute a trade at a bank. In an agent-powered world, we need those descriptions to be deterministic—to give the same results every time. Yet we’re building on powerful but non-deterministic models. That’s incredibly tricky, but not impossible.”
For a financial services firm, managing this can be very challenging. A Forrester study found that 57% of financial organizations are still developing the necessary internal capabilities to fully leverage agentic AI. “The data exists in many different formats, created over the course of a bank’s history,” says Mayzak. “Take any bank that’s been around for 50 years: They might have 60 different types of PDFs for the exact same thing. And at the same time, we want the output of these systems to be 100% accurate. In many cases, there is no ‘good enough’.” That is, companies need to do it right, and the first time.
An effective search platform is key to solving the problem of fragmented, poorly indexed, inaccessible data. Financial services companies that can readily sift through both their structured and unstructured data, keep it secure, and apply it in the right context will get the most value from agentic AI. This often requires designing AI systems with data access and utility in mind so they can work faster and yield more accurate results, as well as reduce risk. “Search is the foundational technology that makes AI accurate and grounded in real data,” Mayzak says. “Search platforms have become the authoritative context and memory stores that will power this AI revolution.”
Once in place, these AI-enhanced searches and autonomous systems can serve financial services companies for a range of purposes. When monitoring client exposure, agentic AI can continuously scan transactions, market signals, and external data to detect emerging risks; platforms can then automatically flag or escalate issues in real time. In trade monitoring, AI agents can review trade workflows, identify discrepancies across different formats, and resolve exceptions step by step with minimal human intervention. In regulatory reporting, AI can gather data from across systems, generate required reports, and track how each output was produced. These applications of AI save time while supporting audit and compliance needs by being traceable and explainable.
Although such capabilities already exist, they are often manual, fragmented, and difficult to scale. Agentic AI allows financial organizations to move toward more automated, efficient, and scalable processes while maintaining the accuracy and transparency required in their highly regulated environment. As Mayzak says, “It’s not that different from how humans operate today, just done at a much faster pace and at scale.”
Launching agentic AI can be daunting, especially if other AI ventures have stalled internally. Mayzak’s recommendation is to choose a manageable use case and allow it to grow over time. “Success can build on success,” he says. “While companies may aim to automate a 70-step business process, they are discovering that you have to start somewhere. What is working in the market is tackling the problem one step at a time. Once you get the first step working, then you can take the next step, and the next.”
The financial services organizations that lead among their peers will be those that integrate agentic AI into a broader ecosystem that includes strong security controls, good data governance, and effective management of system performance. As Mayzak says, “Doing this well will create an AI feedback loop, where executives gain new signals from these systems to assess the effectiveness of their investments and generate reliable, actionable insights.” By iterating on pilots and continuously improving, companies will build agentic systems that can be measured, managed, and scaled. This will transform agentic AI into lasting competitive advantage.
Learn more about how Elastic supports financial services.
This content was produced by Insights, the custom content arm of MIT Technology Review. It was not written by MIT Technology Review’s editorial staff. It was researched, designed, and written by human writers, editors, analysts, and illustrators. This includes the writing of surveys and collection of data for surveys. AI tools that may have been used were limited to secondary production processes that passed thorough human review.
2026-05-14 20:10:00
This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology.
When Jennifer got a research job in 2023, she ran her new professional headshot through a facial recognition program. She wanted to see whether it would pull up the porn videos she’d made more than a decade earlier. It did, but it also surfaced something she’d never seen before: one of her old videos, now featuring someone else’s face on her body.
Conversations about sexualized deepfakes usually focus on the people whose faces are inserted into explicit content without consent. But another group often gets ignored: the people whose bodies those faces are attached to.
Adult content creators say AI systems are training on their work, cloning their likenesses, and generating explicit content they never agreed to make, all with little legal protection or control. Read the full story on the threat to their rights, livelihoods, and ownership of their own bodies.
—Jessica Klein
This story is part of our The Big Story series, the home for MIT Technology Review’s most important, ambitious reporting. You can read the rest here.
Generative AI is exposing people’s personal contact information—and there’s no easy way to stop it.
A software developer started receiving WhatsApp messages asking for help after Gemini surfaced his number. A university researcher got the chatbot to reveal a colleague’s private cell number. A Reddit user says Gemini sent a stream of callers looking for lawyers to his phone.
Experts believe these privacy lapses stem from personally identifiable information in AI training data. Chatbots may now be making that information dramatically easier to find.
Find out why these breaches are growing—and why there’s little that victims can do to stop them.
—Eileen Guo
Nearly a decade after Elon Musk first unveiled the Tesla Semi, the electric truck is finally rolling off the production line. It could be a breakout moment for battery-powered freight.
Semitrucks produce an outsized share of road transport pollution, while electric alternatives have struggled with high prices, limited range, and charging challenges. Tesla is betting the Semi can overcome those problems. The truck reportedly travels up to 480 miles on a single charge and costs far less than many competing electric models.
Here’s how the Tesla Semi could give electric trucking a vital boost.
—Casey Crownhart
This article is from The Spark, MIT Technology Review’s weekly climate newsletter. To receive it in your inbox every Wednesday, sign up here.
The must-reads
I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology.
1 The US has approved Nvidia chip sales to 10 Chinese firms
Alibaba, Tencent, and ByteDance are among those cleared to buy H200 chips. (Reuters $)
+ The US will receive 25% of the revenue from the sales. (Engadget)
+ But Beijing wants domestic firms to prioritize homegrown chips. (Nikkei Asia)
+ Nvidia CEO Jensen Huang is in China with a White House delegation. (CNBC)
2 Beijing’s push for AI independence is weakening US leverage
It’s allowing China to resist pressure during the Beijing talks. (NYT $)
+ The country has made a big bet on open-source. (MIT Technology Review)
+ Here’s what’s at stake for tech at the Trump-Xi meeting. (Rest of World)
3 AI is “rotting the brains” of developers
They’re losing their previous abilities to do their jobs. (404 Media)
+ A populist backlash is building against AI. (MIT Technology Review)
+ It’s time to reset our expectations about AI. (MIT Technology Review)
4 Sam Altman has over $2 billion in companies that have dealt with OpenAI
The ties have triggered accusations of conflicts of interest. (The Times $)
+ The GOP is scrutinizing Altman’s business dealings. (WSJ $)
5 Andreessen Horowitz has become the top political donor in the US
A16z contributed $115.5 million to the midterm elections. (NYT)
+ AI lobbying has reached a fever pitch. (NYT $)
6 Microsoft feared being too dependent on OpenAI
CEO Satya Nadella was worried about OpenAI supplanting his company. (CNBC)
+ Microsoft is eyeing startup deals for life after OpenAI. (Reuters $)
7 AI systems are forecasting wars and regime collapse
One estimates a 20% chance of regime change in Iran by 2026. (Economist $)
+ AI has turned the Iran conflict into theater. (MIT Technology Review)
8 Anthropic says a model behaved badly due to training on dystopian sci-fi
Training on more positive stories could help. (Ars Technica)
9 Data centers now consume 6% of the electricity in the US and UK
AI’s global energy consumption is up 15% globally in two years. (Guardian)
10 NASA has rescued Curiosity after its drill got stuck on Mars
The agency has just revealed how it freed the rover. (Wired $)
Quote of the day
—Joan Donovan, assistant professor of journalism and emerging media studies at Boston University, tells the Washington Post how Elon Musk has consistently amplified one anonymous X account.
One More Thing
In a near-future war—one that might begin tomorrow—a sniper’s computer vision system flags a potential target. Just over the horizon, a chatbot advises a commander to order an artillery strike.
In both cases, an AI system recommends pulling the trigger while a human still has the final say. But how much of the decision is really theirs? When, if ever, is it ethical for that decision to kill? And who’s to blame when something goes wrong?
This is how AI is reshaping decision-making on the battlefield.
—Arthur Holland Michel
We can still have nice things
A place for comfort, fun, and distraction to brighten up your day. (Got any ideas? Drop me a line.)
+ The secrets behind how Shazam works have been revealed.
+ For the first time in a decade, a rare “Cloud Jaguar” was caught on camera.
+ Explore our galaxy from your screen at this year’s Milky Way Photographer of the Year collection.
+ If you want a game over with style, a funeral company is offering Mario, Luigi, Peach, and even Yoshi-branded coffins.
2026-05-14 18:00:00
The Tesla Semi has officially arrived. The company recently released a photo of the first vehicle rolling off its new full-scale production line.
This moment has been nearly a decade in the making: The company first announced the truck in late 2017. And now we’ve got final battery specs, official prices, and big news about big orders.
The Semi is a relatively affordable electric semitruck with pretty impressive performance. It also comes at a moment when Tesla has lost its grip on the global electric-vehicle market. Let’s talk about what’s new with the Tesla Semi and why this could be a breakout moment for electric trucking.
Medium- and heavy-duty vehicles, like buses and semitrucks, make up a small fraction of vehicles on the road but contribute an outsize fraction of pollution, including both carbon dioxide emissions and other pollutants like nitrogen oxides (NOx) and small particles. Globally, trucks and buses represent about 8% of total vehicles on the road, but they create 35% of carbon dioxide emissions from road transport.
Tesla’s latest addition to its vehicle lineup, the Class 8 Semi, could be part of the solution to cleaning up this polluting sector. (I’ll note here that I briefly interned at Tesla in 2016. I don’t have any ties to or financial interest in the company today.)
In November 2017, Elon Musk took to the stage at a lavish event in LA to announce the Semi. At that event, Musk promised a truck that could go from zero to 60 miles per hour in five seconds, could achieve a range of 500 miles, and would come with thermonuclear-explosion-proof glass. (Remember the era before the Twitter takeover and DOGE, when this was what Musk was known for? A simpler time.)
Soon after the unveiling, major corporations including Walmart put in early orders for Tesla Semis. Deliveries were expected in 2019.
That deadline obviously didn’t work out. The date was pushed back several times, and Tesla did start delivering a small number of pilot trucks, beginning in 2022. But this year, things got more serious, with the company releasing its final production specifications in February and rolling its first Semi off its high-volume production line in late April.
And last week, WattEV announced an order of 370 Tesla Semis. WattEV offers electric freight operations, essentially providing trucks as a service to companies so they don’t have to purchase their own or supply their own charging infrastructure. The company will pay over $100 million for the new trucks, and the first 50 should be delivered this year, with the full fleet expected by the end of 2027. Those trucks will be supported by megawatt-charging systems located in Oakland, Fresno, Stockton, and Sacramento.
With the factory up and running and a huge order on the books, it feels as if the Tesla Semi has truly arrived. And some of Musk’s claims from 2017 ring true: The base model has a range of about 320 miles, and the long-range version about 480 miles (quite close to his 500-mile claim).
Delivering this much range for this big truck means a whopping battery. The base model Tesla Semi battery pack has a usable capacity of 548 kilowatt-hours, according to a document filed with the California Air Resources Board (CARB). But the battery is even more massive in the long-range version, which boasts a whopping 822 kilowatt-hour battery. Compare these to the Tesla Model 3, which typically comes with a 64 kilowatt-hour pack.
I reached out to Tesla to confirm the battery size and ask other questions for this article; the company didn’t respond.
These trucks cost quite a bit more than they were expected to in 2017. At that time, the expected price was $150,000 for the base model and $180,000 for the long-range. Today, Tesla is pricing the trucks at $260,000 and $300,000, respectively, according to documentation filed with CARB.
That’s considerably more expensive than the median diesel truck being sold today, which rang in at $172,500 for the 2025 model year, according to research from the International Council on Clean Transportation. But it’s much cheaper than similar battery-electric trucks available today, where the median is about $411,000.
And in California, where companies can get vouchers that cover $120,000 towards the purchase price of an electric truck, the Tesla Semi is competitive right away, especially since electric trucks tend to be much cheaper to run and maintain than diesel ones.
Over the years, it wasn’t always clear that the Tesla Semi would ever actually hit the roads. (At that same 2017 event, Musk announced a new Roadster sports car, and that’s nowhere to be seen.) So it’s encouraging to see the factory starting up, and a large order that looks like it could lend this project some commercial momentum.
Tesla had a massive impact on the electric vehicle market, and if it can scale production and support charging infrastructure, it could help do the same for trucking.
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