News
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
News
Tesla Semi wins over truck drivers with real-world praise amid latest upgrades
The consensus among participants is clear: the Semi feels quieter, quicker, and far less physically demanding than diesel rigs while delivering three times the power and dramatically lower operating costs.
Tesla’s all-electric Semi is proving more than just a flashy concept as it is winning converts among the professionals who know trucks best.
As fleets roll out Pilot Programs for Tesla across North America, drivers are raving about the Class 8 electric truck’s unique features, including a centered driver’s seat, massive touchscreen visibility, instant torque, and absence of gear-shifting fatigue.
These features are transforming long days behind the wheel into noticeably easier, less stressful shifts.
Tesla Semi pricing revealed after company uncovers trim levels
In a recent Wall Street Journal profile of early pilots, Dakota Shearer of IMC Logistics described backing out of a tight spot he had mistakenly entered:
“I backed right out of there, no problem. It’s like I’d never done it in the first place. That right there showed me that the technology the Tesla has makes a big difference.”
His colleague Angel Rodriguez of Hight Logistics, who switched from a 13-speed diesel, agreed:
“It’s just easier on your body. It’s less stressful because you’re not really having to engage the clutch and the stick shift.”
Veteran drivers in other tests echo the same enthusiasm. Tom Sterba, a Senior Driver at Saia, spent days testing the Semi and came away impressed with the navigation and overall feel:
“The navigation systems in these trucks are just unbelievable. That’s what I love about it.”
Sterba summed up the experience with a line that has since gone viral among trucking circles:
“I hope I retire in this truck.”
Pilot programs with ArcBest, thyssenkrupp Supply Chain Services, and Mone Transport delivered similar feedback. Drivers consistently praised the center-seat layout for eliminating blind spots, the smooth acceleration, and the overall comfort and safety.
Real-world data backed the hype, as ArcBest logged thousands of miles at efficient consumption rates, even over the challenging routes, like Donner Pass, while other fleets beat Tesla’s own efficiency targets.
The consensus among participants is clear: the Semi feels quieter, quicker, and far less physically demanding than diesel rigs while delivering three times the power and dramatically lower operating costs.
The latest chapter in the Semi’s story arrived just days ago on Jay Leno’s Garage, as Leno became the first outsider to drive the updated long-range production model, joined by Tesla Chief Designer Franz von Holzhausen, and Semi Program Director Dan Priestley.
Tesla reveals various improvements to the Semi in new piece with Jay Leno
The episode revealed major upgrades heading to volume production this year: the truck sheds roughly 1,000 pounds, adopts a 48-volt architecture, switches to fully electric steering with Cybertruck-derived actuators, and uses 4680 battery cells engineered for an over-one-million-mile lifespan.
Aerodynamics improved, enabling a 500-mile range on the long-haul version, and about 325 miles on the shorter-wheelbase standard-range model. Megachargers can now deliver up to 1.2 megawatts, adding roughly 300 miles in about 30 minutes.
Leno hauled heavy loads and marveled at the turning radius and effortless power delivery. “I don’t feel like I’m pulling anything,” he said during the episode.
With hundreds of Semis already accumulating over 13.5 million fleet miles and high uptime, the future of heavy-duty trucking looks electric. Drivers are giving raving reviews, and they’re ready to climb aboard the electric trucking industry for good.
Investor's Corner
Tesla and SpaceX to merge in 2027, Wall Street analyst predicts
The move, Ives argues, is no longer a distant possibility but a logical next step, fueled by deepening operational ties, shared AI ambitions, and Elon Musk’s vision for dominating the next era of technology.
Tesla and SpaceX are two of Elon Musk’s most popular and notable companies, but a new note from one Wall Street analyst claims the two companies will become one sometime next year, as 2027 could see the dawn of a new horizon.
In a bold new research note, Wedbush analyst Dan Ives has reaffirmed his long-standing prediction: Tesla and SpaceX will merge in 2027.
The move, Ives argues, is no longer a distant possibility but a logical next step, fueled by deepening operational ties, shared AI ambitions, and Elon Musk’s vision for dominating the next era of technology.
He writes:
“Still Expect Tesla and SpaceX to Merge in 2027. We continue to believe that SpaceX and Tesla will eventually merge into one company in 2027 with the groundwork already in place for both operations to become one organization. Tesla already owns a stake in SpaceX after the company’s $2 billion investment in xAI got converted to SpaceX shares following SpaceX’s acquisition of xAI earlier this year initially tying both of Musk’s ventures closer together but still represents <1% of SpaceX’s expected valuation. The recent announcement of a joint Terafab facility between SpaceX and Tesla further ties both operations together making it more feasible to merge operations given the now existing overlap being built out across the two with this the first step.”
The groundwork is already being laid. Earlier this year, SpaceX acquired xAI, converting Tesla’s $2 billion investment in the AI startup into a small equity stake, less than 1 percent, in SpaceX.
Regulatory filings cleared the transaction in March 2026, formally linking the two Musk-led companies financially for the first time. Then came the announcement of a joint TERAFAB facility in Austin, Texas: two advanced chip factories, one dedicated to Tesla’s AI needs for vehicles and Optimus robots, the other targeting space-based data centers.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
Ives calls Terafab the “first step” toward full operational integration.
SpaceX’s impending IPO, expected as soon as mid-June 2026, will turbocharge these plans. The company aims to raise approximately $75 billion at a roughly $1.75 trillion valuation, far exceeding earlier estimates.
Proceeds will fund Starship rocket flights, a NASA-contracted lunar base, expanded Starlink services across maritime, aviation, and direct-to-mobile applications, and crucially, orbital AI infrastructure
A major driver is the exploding demand for AI compute. U.S. data centers are projected to consume 470 TWh of electricity by 2030, constrained by power grids and land.
🚨 Wedbush’s Dan Ives says that Tesla and SpaceX will merge in 2027. SpaceX will IPO soon, his new note says:
“According to media reports, SpaceX could file a prospectus for an IPO imminently with the goal of raising ~$75 billion above the prior expectation of ~$50 billion…
— TESLARATI (@Teslarati) March 27, 2026
SpaceX’s strategy, launching millions of solar-powered satellites to host data centers in orbit, bypasses Earth’s energy bottlenecks. Solar energy captured in space avoids atmospheric losses and day-night cycles, offering a scalable solution for AI training and inference.
The xAI acquisition ties directly into this vision, positioning the combined entity as a leader in extraterrestrial computing.
The merger would create a formidable conglomerate spanning electric vehicles, robotics, satellite communications, human spaceflight, and defense.
Ives highlights SpaceX’s role in the Trump administration’s “Golden Dome” missile defense shield, which would leverage Starlink satellites for tracking.
For Tesla, access to SpaceX’s launch cadence and orbital assets could accelerate autonomous driving, Robotaxi fleets, and Optimus deployment.
Musk, who has signaled his desire to own roughly 25 percent of Tesla to steer its AI future, views the combination as essential to overcoming fragmented regulatory scrutiny from the FTC and DOJ.
Challenges remain. Antitrust hurdles could delay or reshape the deal, and shareholder approvals on both sides would be required. Yet Ives remains bullish, maintaining an Outperform rating on Tesla with a $600 price target, implying substantial upside from current levels. The analyst sees the merger as the “holy grail” for consolidating Musk’s disruptive tech empire.
If realized, a 2027 Tesla-SpaceX union would not only reshape corporate boundaries but redefine humanity’s trajectory in AI and space exploration. It would mark the moment two pioneering companies become one unstoppable force, pushing the limits of what’s possible on Earth and beyond.
News
Tesla ‘Killer’ heads to the graveyard as AFEELA taps out
SHM has officially discontinued development of its highly anticipated AFEELA electric vehicles. On March 25, the joint venture between Sony and Honda announced it would halt the AFEELA 1 luxury sedan and a planned SUV model.
There have been many Tesla “Killers” over the years, all of which have either failed to dethrone the automaker from its dominance in the United States, or even make it to the market altogether.
The Sony Honda Mobility (SHM) project, known as AFEELA, is the latest to make it to the grave, as the company announced its intentions to abandon the project earlier this week, Bloomberg reported.
SHM has officially discontinued development of its highly anticipated AFEELA electric vehicles. On March 25, the joint venture between Sony and Honda announced it would halt the AFEELA 1 luxury sedan and a planned SUV model.
🚗 Tesla Killers Graveyard:
Sony-Honda AFEELA
The sleek, AI-packed luxury sedan with PlayStation integration. Officially cancelled in March 2026 after Honda scaled back its EV plans.Fisker Ocean
Stylish SUV with solar roof promises. Company filed for bankruptcy in 2024 amid… https://t.co/Om14UhISOy— TESLARATI (@Teslarati) March 26, 2026
The decision follows Honda’s March 12 reassessment of its electrification strategy, which scrapped several upcoming EV programs amid slowing demand, high costs, and shifting market conditions.
SHM stated that it could no longer rely on key Honda technologies and manufacturing assets, leaving “no viable path forward.” Reservation fees for early buyers in California are being fully refunded, and the joint venture’s future is now under review.
Launched with fanfare in 2022, the AFEELA was positioned as a tech-forward premium EV blending Honda’s engineering reliability with Sony’s entertainment and AI expertise.
Prototypes featured advanced autonomous driving systems, immersive in-cabin displays, and even PlayStation integration, earning it early media labels as a potential “Tesla Killer.”
Priced around $90,000, the sedan was slated for limited production at Honda’s Ohio plant with deliveries targeted for late 2026. Industry watchers saw it as a serious challenger to Tesla’s dominance in software, connectivity, and premium appeal.
Yet, like many ambitious EV projects, it fell victim to broader industry headwinds: softening consumer demand, persistent high interest rates, and intense competition from established players.
The AFEELA joins a long list of vehicles once hyped as “Tesla Killers” that failed to deliver. In the late 2010s, Fisker’s second act, the Ocean SUV, promised stylish design and solid-state battery tech but collapsed into bankruptcy in 2024 after production delays, quality issues, and financial shortfalls.
Faraday Future poured billions into the FF 91 luxury sedan, touting it as a hyper-tech rival with unmatched performance and features; the company delivered fewer than 100 vehicles before fading into obscurity.
Lordstown Motors’ Endurance electric pickup generated massive pre-order buzz and Wall Street excitement but imploded after exaggerated range claims, a factory sale, and eventual bankruptcy.
Even Lucid Motors’ Air sedan, frequently called a Tesla slayer for its superior range and luxury, has struggled with sluggish sales and missed growth targets despite strong reviews.
Rivian’s R1T and R1S trucks enjoyed similar early acclaim and a blockbuster IPO, yet production ramp-up challenges and profitability woes have prevented it from dethroning Tesla.
The AFEELA’s quiet demise underscores a harsh reality in the EV sector. While Tesla’s first-mover advantage in software, charging infrastructure, and brand loyalty remains formidable, legacy automakers and tech newcomers alike continue to underestimate the complexities of scaling affordable, desirable electric vehicles.
As market realities force tough choices, the graveyard of “Tesla Killers” grows longer, another reminder that innovation alone is rarely enough to topple an established leader.
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Tesla and SpaceX to merge in 2027, Wall Street analyst predicts
Tesla lands on Fortune’s 2026 Most Innovative Companies and the Cybercab is why
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
