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The Tesla Cybertruck’s tough character can help address a horrible emissions trend
An emissions problem that seems worse than Dieselgate may be brewing in the United States, and it would likely take a perception shift to battle it well. As indicated by a new federal report from the Environmental Protection Agency’s Office of Civil Enforcement, over half a million owners and operators of diesel pickup trucks in the US have been illegally disabling their vehicles’ emissions control technology during the past decade. This trend, which continues to be popular, have allowed excess emissions equivalent to around 9 million extra trucks on the road.
Intentional Emissions
The EPA’s findings in its report echo the shocking revelations of the Dieselgate scandal, which involved Volkswagen admitting to illegally installing defeat devices in millions of passenger cars worldwide to cheat emissions tests. About half a million of these vehicles were sold in the United States. Yet inasmuch as Dieselgate was shocking, what makes the EPA’s recent report quite alarming is the fact that truck owners themselves are the ones–as well as small auto shops–who are willingly installing the illegal emissions-increasing devices on their pickups.
This makes it extremely difficult to accurately measure the scope of the US pickup truck market’s emissions problem. The EPA’s report estimates that there are over half a million pickup trucks in the US equipped with emissions-increasing devices over the past decade. However, the EPA’s study only focused on devices that were installed in heavy pickup trucks like the Chevy Silverado and the Dodge Ram 2500, which weigh between 8,500 to 14,000 pounds. Considering that some owners of smaller trucks like the Ford Ranger may also be engaged in the same practice, there is a good chance that the US’ pickup truck emissions problem may very well be far bigger, involving millions of vehicles nationwide.
“One reason it is difficult to estimate the full extent of tampering nationwide is that the Air Enforcement Division has reason to believe this conduct occurs within most or all categories of vehicles and engines, including commercial trucks, passenger vehicles, pickup trucks, motorcycles, forestry equipment, and agricultural equipment,” the report read.
Worse than Dieselgate
According to the report, the modifications that “diesel tuners” in the US place in pickup trucks could result in the release of over 570,000 tons of nitrogen dioxide, a substance associated with diseases like heart and lung disease, over the lifetime of the vehicles. This is more than 10x the excess nitrogen oxide emissions attributed to Volkswagen’s Dieselgate vehicles that were sold in the United States. The report further stated that the modified pickup trucks will hit 5,000 excess tons of industrial soot over their lifetime. Industrial soot, also known as particulate matter, is linked to respiratory diseases and higher death rates for COVID-19 patients.
John Walke, an expert in air pollution law at the Natural Resources Defense Council, noted in a statement to The New York Times that the EPA’s findings came at the worst time possible. “A global respiratory pandemic is the worst time to find out that there is this massive cheating by the makers of these devices. That is an astronomically high level of smog-forming pollution. It’s happening at ground level where people are breathing the fumes. And if the problem extends to other vehicles it’s almost unimaginable what the health impact will be,” he said.
Phillip Brooks, a former EPA emissions investigator and a veteran of the Dieselgate case, shared his thoughts on the US pickup truck market’s budding emissions controversy. “The aftermarket defeat device problem is huge. A lot of people just don’t understand what the problem is — your average person buys a vehicle and says, it’s my vehicle, I can do what I want with it. They may not even be aware that these devices are illegal,” he said. “But the real question is impact. If 10 people do it, there’s no impact. But these are numbers that are meaningful for air quality. This is not a great way to express how to be a free American, but there are a lot of people out there who think that way.”
The Need for a Diesel Pickup Predator
To battle such a horrible emissions trend, a change of perception is needed that is not that different from what the Model S ushered in for the high-performance sedan market. Diesel tuners, after all, equip vehicles with illegal emissions-increasing equipment largely to improve a pickup truck’s performance. If a vehicle were to be introduced in the pickup truck market that is so far ahead in durability, power, and performance compared to the veterans of the pickup segment, then large diesels could end up going the way of horse-drawn buggies. There are few vehicles that are better at leading this charge than the Tesla Cybertruck.
Similar to the next-generation Roadster, the Tesla Cybertruck has the potential to be a “smackdown” of sorts to the diesel pickup truck market. It’s a large vehicle with a domineering stance designed to look like a futuristic armored personnel carrier. Avid diesel aficionados tend to poke fun at EVs due to their tame, sleek, looks. There’s nothing of that in the all-electric pickup. The Cybertruck, with its XY, origami-like exoskeleton, is a steel beast: tough, unapologetic, and it looks like something that even a large diesel truck should not cross. This trend continues to the Cybertruck’s performance and utility, with its 0-60 mph time of 2.9 seconds, its 6.5-foot truck bed, its 14,000-lb towing capacity, and 500+ miles of range.
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Assuming that Tesla does release the Cybertruck with specs that meet those that were announced during the vehicle’s unveiling, the all-electric pickup could utterly outperform diesel rivals to such a degree that it would be embarrassing for traditional trucks to stand toe-to-toe against the steel monster. And once this is established, perhaps the time would soon come when diesel-powered modified trucks could become laughable in the face of superior vehicles that just happen to have zero emissions. Such a time, while unfortunate for the US’ long history of large diesel trucks, would likely be appreciated by the environment and the populace as a whole.
Read the EPA’s report on tampered US pickup trucks and their emissions below.
EPA-US Emissions Scandal Pickup Trucks by Simon Alvarez on Scribd
SpaceX stock did the opposite of what most of Wall Street expected this week, when the day designed to be its most dangerous turned into a rally, and the rally kept going.
Thursday marked the first major lockup expiration since SpaceX’s June IPO, making roughly 911.5 million insider held shares eligible to trade for the first time, more than doubling the company’s public float. Analysts and short sellers had spent weeks bracing for a flood of selling, especially after the stock fell 13 percent following its first earnings report as a public company on Tuesday. Instead, shares rose 6.1 percent Thursday to close at $114.92, and by Friday they were trading near $129, up more than another 12 percent on the day.
SpaceX shorts get warned by Musk ally, echoing Tesla’s early struggles
The setup made the outcome notable. Short interest had climbed to roughly 34 percent of the float heading into earnings, among the highest of any large cap stock, with about 95 percent of available shares to borrow already on loan. CEO Elon Musk warned short sellers twice in the weeks before the lockup, writing on X that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” then following up on the morning of earnings with “I try to warn them, but they just double down.”
When the newly unlocked shares hit the market and the selloff never showed up, some of that short position appears to have started unwinding. TipRanks reported that options activity shifted toward bullish strategies like put selling and risk reversals following the rally, with roughly $600 million in options premium trading Thursday alone. Retail buyers also stepped in during the earnings dip, according to Vanda Research.
The fundamentals behind the stock have not changed much in a week. SpaceX’s revenue nearly doubled year over year to $7.8 billion, with Starlink subscribers doubling to 12 million and the company’s AI segment growing 247 percent. What spooked investors on Tuesday was the spending side. Capital expenditures jumped to more than $18 billion for the quarter, up from $2.8 billion a year earlier, with AI investment alone rising from $749 million to $15.8 billion. Wall Street remains split on whether that spending is building infrastructure SpaceX needs or outrunning what the business can currently support, a debate Teslarati has tracked since shares first came under pressure.
None of that resolves the bigger question hanging over the stock. Thursday’s release was only the first of nine staggered lockup tranches, with roughly $800 billion worth of additional shares scheduled to become eligible through October, and Musk’s own stake stays locked until next June. If this week is any indication, the market is treating that supply as something it can absorb rather than something to fear, at least for now.
News
The Boring Company’s newest Vegas Station has a permit quietly waiting behind it
Sahara Las Vegas opened a new Vegas Loop station, joining an exclusive two resort transit club.
Sahara Las Vegas opened a new Vegas Loop station Thursday, giving The Boring Company’s underground transit system its northernmost stop yet on the Strip. The station sits at Sahara’s Paradise Road entrance, on the southeast corner of Las Vegas Boulevard and Sahara Avenue, and connects riders to the Las Vegas Convention Center, other Strip resorts on the network and, eventually, Harry Reid International Airport.
The addition makes Sahara the second resort, after Fontainebleau opened its own station in January, to get a stop built at street level rather than tucked into the property itself. Sahara now joins Westgate as the only two Strip resorts offering both a Vegas Loop station and a stop on the Las Vegas Monorail, giving guests two separate ways to get around without leaving the property.
The Boring Company just doubled its tunneling power in Nashville
The bigger news buried in Thursday’s announcement is what comes next. Boring Company has already secured its first permit to tunnel north of Sahara Avenue, extending the network beyond where it currently ends, even though permits to push the Loop toward downtown Las Vegas still haven’t been granted. Crews are also working on a two mile dual tunnel line running from Westgate to a planned station at 4744 Paradise Road, just north of Tropicana Avenue, that Las Vegas Convention and Visitors Authority CEO Steve Hill has said the company hopes to open in time for November’s Las Vegas Grand Prix.
Ridership has grown alongside the buildout. The Loop moved roughly 82,000 passengers during CONEXPO in early March, a total the company highlighted on its own X account at the time, and the system has now carried more than 4 million passengers through 11 open stations since it began running in 2021. The airport connector tunnels, meant to give the Loop a direct link to Harry Reid, have slipped past their original first quarter target and remain under construction, with Boring Company director Mike Baier saying that a full opening is still a few months out.
For Sahara, the calculation is straightforward. Convention traffic drives a large share of Loop ridership, and a station at the property’s front door gives conventiongoers one more reason to book rooms on the Strip’s north end instead of closer to the convention center itself.
Elon Musk
Tesla’s mysterious Robovan makes a sneak peek with Optimus in Terafab video
Elon Musk shared a new Terafab video showing Optimus, Robovans, and a stunningly futuristic campus.
Elon Musk posted a new video of Terafab on X Thursday morning, and the most eye-catching details in it were not the building itself, but two products still awaiting production: Optimus and the Robovan.
The concept render, credited to SpaceX, shows Optimus robots working the grounds of the roughly 2.5-mile-long facility planned for the Gibbons Creek site in Grimes County, while a Robovan glides along an elevated roadway cutting through the building itself, sharing the frame with a Tesla Semi and a Cybercab.
Robovan is the boxy, driverless people and cargo mover Musk unveiled alongside Cybercab at Tesla’s “We, Robot” event in October 2024. He pitched it as a way to move up to 20 passengers at once, or handle freight instead, at a target cost he claimed could fall under a dollar a mile, with no steering wheel or pedals, the same layout as Cybercab. Nearly two years later, Robovan still has no confirmed production timeline and has not shown up in any factory footage, which makes Thursday’s render one of the only recent looks at the vehicle in any form.
Terafab Texas will be the largest and most valuable building on Earth by far.
And it will be stunningly beautiful. pic.twitter.com/4NweOqTL7y
— Elon Musk (@elonmusk) August 6, 2026
Optimus has moved further along. Tesla began converting Fremont’s old Model S and Model X assembly line into a Gen 3 Optimus production line earlier this year, and Musk visited the site on July 1 to mark the changeover. A second, larger Optimus plant is under construction at Giga Texas, targeting volume production in summer 2027 and eventual capacity of 10 million units a year. Tesla AI lead Ashok Elluswamy said this month the robot has “big shoes to fill” in replacing the S and X line, while Musk has repeatedly called Optimus the company’s biggest product of any kind, with a long-term price he has pegged between $20,000 and $30,000.
Check out the “Robovan” from @Tesla
📸: @Teslarati pic.twitter.com/D4es2i9NUe
— TESLARATI (@Teslarati) October 11, 2024
“Terafab Texas will be the largest and most valuable building on Earth by far,” Musk wrote alongside the clip. “And it will be stunningly beautiful.”
One quote post summed up the reaction: “Futuristic scene with RoboVan + Cybercab + Tesla Semi + Optimus.”
Beyond the vehicles, the architecture wrapped around them stands out too. The building’s facade is canted at sharp angles, with illuminated horizontal bands running through what appears to be a multi level interior visible from outside. Below the elevated roadway, pedestrians walk along a plaza next to a reflecting pool, and the skyline behind the campus is dotted with angular spires that read more like sculpture than infrastructure, a departure from the strictly utilitarian look of Gigafactory Texas or Starbase.
The timing tracks with what Terafab representative Riley Trennell told Grimes County residents on Wednesday, when he said renderings of the facility would be released “within days.” Musk’s post followed less than 24 hours later, and Texas Governor Greg Abbott’s office sent out its own release Thursday confirming the project. As Teslarati reported this morning, Terafab’s tax abatement agreements with Grimes County are now signed and active, and SpaceX has sent the county its first $10 million payment under that deal. The dollar figure tied to this phase of construction, per Reuters, is $16.8 billion, one of the first hard capital expenditure numbers attached to Terafab since Musk unveiled the joint Tesla-SpaceX-xAI venture in March.Reaction on X ranged from enthusiastic to skeptical. “God Bless Texas! Everything is bigger and better in Texas!” one reply read. Another was more measured: “Terafab in a decade…..”
Whether the finished building matches the render is a separate question from whether Musk wanted people talking about the render itself. Less than a day after posting, the video had already crossed 5.5 million views.
Elon Musk and SpaceX shrugs off the trading day Wall Street feared most
The Boring Company’s newest Vegas Station has a permit quietly waiting behind it
