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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.
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
Elon Musk
Tesla finally clarifies fatal Texas crash, confirms driver manually overrode acceleration
Tesla has finally clarified the situation regarding the viral crash in Texas where a Model 3 slammed into a home.
CEO Elon Musk replied to reports on Monday that stated the crash was due to the company’s Full Self-Driving or Autopilot suite, which seemed unlikely to those who are familiar with it. Video showed the car slamming into a house at an excessive rate of speed, making it highly unlikely the crash was due to the suite’s operation, as it does not travel at those speeds in residential areas.
Musk said:
“This makes no sense. FSD drives slowly through neighborhood streets, and this was a high-speed crash!”
Tesla’s Head of AI, Ashok Elluswamy, added context, revealing that the company’s data shows the driver “manually overrode self-driving by pressing the accelerator all the way to 100%.”
He revealed the speed reached by the car was 73 MPH, and the accelerator was still pressed “even after the crash.”
Yup. In this case, the driver manually overrode self-driving by pressing the accelerator all the way to 100% of the accel pedal in this residential area. They reached a speed of 73 mph during the crash, and had the accelerator pressed even after the crash.
— Ashok Elluswamy (@aelluswamy) June 22, 2026
Authorities are reportedly investigating “whether Tesla’s Autopilot system played a role after a Model 3 left the roadway…slammed through a brick house at high speed and fatally struck Matha Avila as she sat inside,” the New York Post reported.
The National Highway Traffic Safety Administration (NHTSA) is now investigating the crash. Tesla will work with the agency to provide them with whatever information they need in order to clarify the cause of the crash.
Similarly, Tesla had claims of a fatal accident in Harris County, Texas, a few years ago. Early reports indicated that Full Self-Driving was the cause of the crash. After the National Transportation Safety Board (NTSB) worked with Tesla, the agency proved there was “no use of the Autopilot system at any time during this ownership period of the vehicle, including the time frame up to the last transmitted timestamp on April 17, 2021.”
Tesla alleged “driverless” crash in Texas: What is known so far
“Application of the accelerator pedal was found to be as high as 98.8 percent,” the NTSB said in their findings. The highest recorded speed in the five seconds leading up to the impact was 67 miles per hour. The area where the crash occurred is residential, and Texas State laws have default speed limits of 30 MPH in residential streets.
This appears to be a similar situation. However, an investigation will prove what happened for sure.
Investor's Corner
SpaceX makes $20 billion move to optimize its balance sheet
SpaceX announced today that it commenced its first-ever public bond offering, marking a significant step in the newly public company’s capital markets strategy.
The company announced an offering of senior unsecured notes expected to raise at least $20 billion.
The move comes just a short time after SpaceX completed one of the largest initial public offerings in history. In mid-June, the company priced shares at $135 and raised more than $85 billion, propelling founder Elon Musk’s net worth past the trillion-dollar mark and giving the firm substantial liquidity.
🚨 SpaceX has announced its inaugural offering of senior unsecured notes.
The net proceeds will be used to repay outstanding loans under its bridge loan facility in full.
This inaugural debt offering represents a financing milestone for SpaceX, which previously depended… pic.twitter.com/pcOZuVbTRv
— TESLARATI (@Teslarati) June 22, 2026
According to the company’s SEC filing, the net proceeds from the notes will be used primarily to repay in full the outstanding borrowings under its existing bridge loan facility, cover related fees and expenses, and fund general corporate purposes. The offering is being conducted under Rule 144A, as well as Regulation S, targeting qualified institutional buyers and non-U.S. investors. Notes will be unsecured obligations ranking equally with other unsubordinated debt.
The $20 billion bridge loan was used to refinance approximately $17.5 billion in higher-cost “junk” debt tied to X and xAI. SpaceX had merged with xAI in February 2026 in an all-stock deal. The bridge facility, which matures in September 2027, had represented the bulk of SpaceX’s long-term debt.
SpaceX officially acquires xAI, merging rockets with AI expertise
In connection with the bond launch, SpaceX disclosed it held approximately $100.8 billion in cash and cash equivalents as of June 19. Investor calls began on the announcement date, with pricing and launch expected shortly thereafter. Rating agencies have assigned investment-grade ratings to the proposed bonds, reflecting confidence in SpaceX’s dominant position in commercial launches and the growth trajectory of its Starlink internet offering.
The debt raise also allows SpaceX to optimize its balance sheet by replacing short-term, higher-cost bridge financing with longer-date, lower-cost fixed-income securities. This provides greater financial flexibility to support capital-intensive initiatives, including the development of Starship, the expansion of the Starlink constellation, and the integration of AI capabilities following the xAI combination.
SpaceX shares (NASDAQ: SPCX) fell sharply on the news, dropping over 16 percent overall on the market on Monday. The stock had surged initially after debuting but pulled back amid profit-taking and broader market dynamics.
Overall, the bond offering underscores SpaceX’s transition to a mature public company with access to diverse funding sources. It positions the firm to pursue its long-term vision of multiplanetary expansion and AI infrastructure, while maintaining a disciplined approach to its capital structure in a high-growth but capital-heavy industry.
Elon Musk
SpaceX confirms third massive compute deal at Colossus data center
SpaceX confirmed today that it has officially signed its third massive compute deal, providing compute at its Colossus data center in Southaven, Mississippi.
Reflection AI will gain immediate access to NVIDIA GB300 chips at SpaceX’s Colossus 2 data center. In return, Reflection will pay SpaceX $150 million per month starting on July 1, with total payments reaching approximately $6.3 billion if the contract runs through its duration, which is until 2029. Either party can terminate the agreement with 90 days’ notice after the initial three-month period.
CNBC first reported the deal.
🚨 SpaceXAI has agreed to a new compute deal with Reflection AI.
Reflection gets access to NIVIDIA GB300s, and will pay $150M per month to SpaceXAI for the compute. pic.twitter.com/bNPare8U5u
— TESLARATI (@Teslarati) June 22, 2026
This latest partnership highlights SpaceX’s strategy of commercializing its massive Colossus supercomputing infrastructure, originally developed to power Elon Musk’s Grok AI models. The company has rapidly expanded its customer base in the AI sector following its February 2026 merger with xAI, a transaction that valued the combined entity at $1.25 trillion.
SpaceX has previously signed significant compute deals with other major players.
It granted Anthropic exclusive access to the full capacity of its Colossus 1 data center, which exceeds 300 megawatts and includes over 220,000 NVIDIA GPUs. Details from SpaceX’s IPO filings indicate Anthropic will pay $1.25 billion per month through May 2029, potentially generating around $45 billion over the term of the deal.
Additionally, Google agreed to pay SpaceX $920 million per month for compute capacity from October 2026 through June 2029. This 32-month period will provide Google access to roughly 110,000 NVIDIA GPUs, along with supporting processors and memory. Capacity ramps up through September at a reduced fee, with termination options after the first year.
SpaceXA also established arrangements for computing power with Cursor, an AI coding startup. SpaceX acquired them in a $60 billion all-stock deal.
These arrangements position SpaceX’s collective position as an AI infrastructure powerhouse with high-margin revenue potential. The Google deal alone could generate nearly $29.5 billion over its term, while the Reflection contract adds another $6.3 billion.
Combined with the Anthropic arrangement, SpaceX stands to realize tens of billions in revenue from compute leasing in the coming years, which diversifies beyond SpaceX’s traditional rocket launches and Starlink operation.
The deals underscore growing demand for advanced AI training and inference capacity amid chip shortages and surging model development needs. Reflection, valued at $25 billion and focused on “American open intelligence” with government and national security ties, cited recent restrictions on closed models as validation for open-source approaches.
For SpaceX, the partnerships transform capital-intensive data centers into flexible revenue sources while supporting its broader AI ambitions after the company has gone public.