News
Electric trucks from large to small vital to Tesla’s Master Plan

It all goes back to Elon Musk’s original secret Master Plan from 2006, when the billionaire entrepreneur issued his famous vision of the future: “[T]he overarching purpose of Tesla Motors (and the reason I am funding the company) is to help expedite the move from a mine-and-burn hydrocarbon economy towards a solar electric economy, which I believe to be the primary, but not exclusive, sustainable solution.”
Musk made an executive decision right from the beginning to target customers whose opinions influence others by building premium electric cars that would make people sit up and take notice. Until Tesla came along, electric cars were little more than glorified golf carts. But if Tesla is going to make significant progress toward its ultimate goal, it is going to have to make electric trucks as well as passenger cars. Trucks are responsible for about 50% of all emissions created by the transportation sector according to the EPA. It’s no wonder Musk’s follow up plan calls for a zero emissions Tesla targeted at the mid to heavy duty truck segment.
The Tesla Plan
“In addition to consumer vehicles, there are two other types of electric vehicle needed: heavy-duty trucks and high passenger-density urban transport. Both are in the early stages of development at Tesla and should be ready for unveiling next year,” outlines Musk in his Master Plan Part Deux.
Aaron Turpen previously gave us an excellent analysis of what characteristics a Tesla pickup would need to have in order to be successful. He set out in detail what Tesla would need to do to build such a truck.
- V8-like performance including roughly 400 hp and 380 lb-ft
- Extended and four-door cab offerings
- Cargo bed size of 5.5 feet with option for 7 feet
- Towing capacity of about 10,000 pounds
- Payload capacity of 1/2 ton to 3,000 pounds
- 4×4 capability
- Driving range, under load, of at least 150 miles
- Conventional styling and appeal
How is Tesla going to make batteries with the energy and power needed to move such heavy vehicles? The Powerwall may offer clues. Just one year after it was introduced, Tesla brought its second generation version to market with roughly double the capacity of the original. Tesla doesn’t reveal very much about its ongoing battery research programs, other than to say that improvements of between 5 and 7 percent a year are anticipated as it ramps up production at the Gigafactory.
One assumption is that batteries for trucks will be significantly different from those used on its passenger cars, with more focus on energy and less focus on power. While a Tesla pickup that breaks the 3 second 0-60 barrier would be very cool, that sort of acceleration would have little relevance to how a truck gets used in daily driving.
When it comes to trucks that haul freight, it’s possible that the company has some sort of battery swapping plan in mind at truck stops along major transportation routes. Another approach would be to simply swap tractors at designated service areas much the way Formula E drivers swap cars during a race. Tesla could own the trucks and lease them to freight companies. The idea is as old as the Pony Express.
What About The Competition?
While Tesla is busy planning its truck strategy, other companies are chasing the same low emissions dream. Most of them rely on some form of range extender engine to build a truck that has low emissions but is cost competitive. The most promising of those ventures may be from Workhorse, which claims it will have a full size plug-in hybrid pickup truck with dual motors on the market by 2018. It uses the two cylinder range extender engine from the BMW i3 REx to provide electricity to the battery when needed. A rendering of the truck by Australia’s Motoring shows a truck that is purposeful rather than svelte in its design.
Delivery and cargo vans are another target market. Four large cities — Mexico City, Paris, Madrid, and Athens — announced their intention to ban all diesel powered vehicles from their streets by 2025. Many of the medium duty trucks used to deliver food and consumer goods to city dwellers are powered by diesel engines, especially in Europe.
Deutsche Post, known globally as DHL, is one of the largest parcel delivery companies in the world. It is working hard to reduce its carbon footprint but could not find an all electric van suitable for its needs. So it built its own. “We designed it as a tool. So the fit and finish does not need to be as good as in a passenger car,” Win Neidlinger, director of business development at Deutsche Post tells Fortune. “It did not cost billions to develop and produce. You will not believe how cheap it is to make.” The company now plans to become a manufacturer and start selling the vans, which it calls StreetScooters, to customers in 2017.
UPS is also in the delivery business and is a world leader in testing alternative fuels and alternative powertrains in its trucks. It has invested more than $750 million in alternative fuel and advanced technology vehicles since 2009. UPS now has 7,700 low emission vehicles in its “rolling laboratory” test fleet and is evaluating vehicles that run on natural gas, renewable natural gas, and propane according to Electric Cars Report.
It also is using electric powertrains in some of its vehicles. A version of the Workhorse plug-in hybrid range extender system is being tested in several of its delivery vans. It is also thinking small when it comes to what is known in the industry as the “last mile” conundrum. How do companies like UPS create nimble, zero emissions vehicles that can access congested urban areas? One solution being tried in Hamburg, Germany and Portland, Oregon is a hybrid electric tricycle called the eBike. It has a battery and electric motor and can move using pedal power, electric power, or a combination of both.

Photo credit: UPS
Some of the biggest polluters are garbage and trash hauling trucks. Because the stop and start hundreds of times a day, their diesel engines are constant spewing toxic pollutants into the atmosphere. While their total numbers are small, they discharge a disproportionate amount of emissions to the atmosphere. Taming the emissions from beasts would be an important step forward.
Ian Wright, a Tesla co-founder and former board member, thinks he has a solution. His company, Wrightspeed, builds heavy trucks powered solely by electricity but with a twist. Wright and his engineering staff have invented a small natural gas powered turbine that acts as a range extender engine. He claims his turbine operates so cleanly, it does not require a catalytic converter to meet California’s strict tailpipe emissions laws.
Salt Lake City start-up Nikola Motors recently revealed its idea for a 1000 HP low emissions electric truck called the Nikola One. Sleek and futuristic, it relies on battery power to turn its six electric motors but also has an onboard hydrogen fuel cell that is says will give the tractor a range of 800 to 1000 miles. The company says it has over a billion dollars worth of reservations in hand. While it did present a full size prototype at the reveal, many are taking a wait and see attitude toward Nikola Motors, which has no factory at the present time but claims it will begin production in 2018.
Summary
Trucks will play an important role in reducing global emissions from the transportation sector. A recent report from Navigant Research predicts annual sales of electric trucks — including hybrids and plug-in hybrids — will increase by a factor of ten over the next decade. From 31,000 worldwide today, Navigant says more than 332,000 electric trucks will be sold annually by 2026. That’s a big market for manufacturers to target.
Tesla has refused to consider any sort of range extender device for its cars, but solving the problems of building low emissions trucks for delivering freight and cargo across long distances may make such things a necessity. The need is great and the time is short. If hybrid trucks are what are needed, even as a stop gap measure while battery technology catches up with energy and cost constraints, that would be important for a world struggling to limit carbon emissions.
Elon Musk
Elon Musk echoes worries over Tesla control against activist shareholders
Elon Musk has spoken on several occasions of the “activist shareholders” who threaten his role at Tesla.

Elon Musk continues to raise concerns over his control of Tesla as its CEO and one of its founders, as activist shareholders seem to be a viable threat to the company in his eyes.
Musk has voiced concerns over voting control of Tesla and the possibility of him being ousted by shareholders who do not necessarily have the company’s future in mind. Instead, they could be looking to oust Musk because of his political beliefs or because of his vast wealth.
We saw an example of that as shareholders voted on two separate occasions to award Musk a 2018 compensation package that was earned as Tesla met various growth goals through the CEO’s leadership.
Despite shareholders voting to award Musk with the compensation package on two separate occasions, once in 2018 and again in 2024, Delaware Chancery Court Judge Kathaleen McCormick denied the CEO the money both times. At one time, she called it an “unfathomable sum.”
Musk’s current stake in Tesla stands at 12.8 percent, but he has an option to purchase 304 million shares, which, if exercised, after taxes, he says, would bump his voting control up about 4 percent.
However, this is not enough of a stake in the company, as he believes a roughly 25 percent ownership stake would be enough “to be influential, but not so much that I can’t be overturned,” he said in January 2024.
I am uncomfortable growing Tesla to be a leader in AI & robotics without having ~25% voting control. Enough to be influential, but not so much that I can’t be overturned.
Unless that is the case, I would prefer to build products outside of Tesla. You don’t seem to understand…
— Elon Musk (@elonmusk) January 15, 2024
Musk’s concerns were echoed in another X post from Thursday, where he confirmed he has no current personal loans against Tesla stock, and he reiterated his concerns of being ousted from the company by those he has referred to in the past as “activist shareholders.”
The CEO said during the company’s earnings call in late July:
“That is a major concern for me, as I’ve mentioned in the past. I hope that is addressed at the upcoming shareholders’ meeting. But, yeah, it is a big deal. I want to find that I’ve got so little control that I can easily be ousted by activist shareholders after having built this army of humanoid robots. I think my control over Tesla, Inc. should be enough to ensure that it goes in a good direction, but not so much control that I can’t be thrown out if I go crazy.”
The X post from Thursday said:
Just fyi I don’t have personal loans at this time against Tesla stock.
Also, the taxes on the options are ~45%, so net gain in voting control is more like 4%.
It is worrying in that I don’t want to build millions of robots and then potentially be ousted by activists and…
— Elon Musk (@elonmusk) July 31, 2025
There is a concern that Musk could eventually put his money where his mouth is, and if politicians and judges are able to limit his ownership stake as they’ve been able to do with his pay package, he could eventually leave the company.
The company’s shareholders voted overwhelmingly to approve Musk’s pay package. A vast majority of those who voted to get Musk paid still want him to be running Tesla’s day-to-day operations. Without his guidance, the company could face a major restructuring and would have a vastly new look and thesis.
News
People are already finding value in Tesla Robotaxi services
Tesla initially launched its Robotaxi service in Austin, though the company more recently launched it in the Bay Area.

Tesla’s Robotaxi service is still in its earliest days, but some consumers are already finding surprising value in the autonomous ride-hailing system.
This was hinted at in recent comments on social media platform X.
Robotaxi Ramp
Tesla initially launched its Robotaxi service in Austin, though the company more recently launched it in the Bay Area. Tesla’s geofence for its Robotaxi service in the Bay Area is massive, covering several times the area that is currently serviced by rival Waymo.
As noted by the EV community members on social media, going end-to-end in Tesla’s Bay Area geofence would likely take over an hour’s worth of driving. That’s an impressive launch for the Robotaxi service in California, and considering Tesla’s momentum, its California geofence will likely grow substantially in the coming months.
Secret Advantage
As noted by Tesla owner and photographer @billykyle, the Tesla Robotaxi service actually has key advantages for people who travel a lot for their work. As per the Tesla owner, using a Robotaxi service would give back so much of his time considering that he gets about 5-7 shoots per day at times.
“I’ve been reflecting on how much of a game changer this is. As a photographer that runs my own business, servicing clients all around the Philadelphia area, I could ditch having a car and let an autonomous vehicle drive me between my 5-7 shoots I have per day. This would give me so much time back to work and message clients,” the photographer wrote in a post on X.
The Tesla owner also noted that the Robotaxi service could also solve issues with parking, as it could be tricky in cities. The Robotaxi service’s driverless nature also avoids the issue of rude and incompetent ride-hailing drivers, which are unfortunately prevalent in services such as Uber and Lyft. Ultimately, just like Unsupervised FSD, Tesla’s Robotaxi service has the potential to reclaim time for consumers. And as anyone in the business sphere would attest, time is ultimately money.
News
Tesla Robotaxi and Supercharger Diner are killing a dreaded consumer tradition
Tesla is still just charging strictly for its services–while asking for zero tips.

Tesla’s Robotaxi service and its newly launched Supercharger Diner are killing a longtime but increasingly dreaded consumer tradition in the United States. Based on videos taken of consumers using the Robotaxi service in the Bay Area, Tesla is still just charging strictly for its services–while asking for zero tips.
Tesla Services with Zero Tips
When Tesla launched the Robotaxi pilot in Austin, users quickly noticed that the company was not allowing riders to leave a tip for the service. If one were to try leaving a tip after a Robotaxi ride, the app simply flashes an image of Tesla’s meme hedgehog mascot with a “Just Kidding” message.
At the time, this seemed like a small tongue-in-cheek joke from the electric vehicle maker. The initial Robotaxi pilot in Austin was rolled out on a small scale, after all, and some social media users speculated that tipping may eventually just be introduced to the service.
But upon the opening of the Tesla Supercharger Diner, consumers also observed that the facility does not allow tipping. Tesla’s notice is simple: “Gratuity: Tesla covers tipping for staff.” This means that employees who work at the Tesla Diner make enough to not rely on gratuities from consumers.
And with the launch of the Robotaxi service in the Bay Area, users observed once more that Tesla is still not allowing tipping. This was highlighted by longtime Tesla owner @BLKMDL3, who shared a video of the Tesla Robotaxi app also briefly displaying the hedgehog mascot with a “Just Kidding” message when he tried leaving a tip.
Out of Control
As noted in a report from The Guardian, tipping has been a longstanding business practice in the United States, were service workers typically make less than the federal minimum wage. With this system in place, service workers end up relying on gratuities to make ends meet. This was understandable, but after the pandemic, tipping culture ended up going out of control.
On platforms such as Reddit, users have also complained about services like Uber asking for large tips for using their services. Consumers have also shared shocking experiences involving some services that ask for tips. These include self-checkout counters, drive-throughs, hotdog stands, drug stores, a bottled water stall at a jazz festival, an airport vending machine, a used bookstore, a cinema box office, and a children’s arcade, among others.
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