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Tesla Semi takes center stage in Frito Lay’s mutli-million dollar sustainability initiative
As a part of Frito-Lay’s massive sustainability transformation initiative at its facility in Modesto, California, the Tesla Semi took center stage in the company’s efforts to make its operations eco-friendly.
Frito-Lay has been showcasing its latest fleet of all-electric Class 8 trucks since it took delivery of the first few of its Tesla Semis in December. Following the delivery, the food manufacturer and division of PepsiCo showcased the Tesla Semi at Modesto’s 2022 annual Celebration of Lights, and the truck has been spotted on the highway on quite a few occasions.
Frito-Lay is also showing its commitment to sustainability in its new transformation of the plant in Modesto. At 500,000 square feet and on 80 acres of land, the Frito-Lay facility in Modesto is one of its largest manufacturing sites in the U.S. It’s also the first to implement site-wide alternative fuel vehicles, on-site renewable energy generation, energy storage equipment, and employee EV charging stations.
The transformation of the Modesto site is near completion. Frito-Lay called it a template for and an aid to help accelerate the continued proliferation of large-scale commercialization of zero-energy and net-zero energy technologies at freight facilities and warehouses. CEO of PepsiCo Foods North America, Steven Williams, gave the following statement:
“At Frito-Lay and PepsiCo, we are dedicated to operating within our planetary bounds and inspiring positive change. The transformation at Modesto is in direct support of our PepsiCo Positive (pep+) commitment to building a circular and inclusive value chain and achieving net zero emissions by 2040.”
“To date, the Frito-Lay Modesto transformation has resulted in a 91 percent reduction in greenhouse gas (GHG) emissions from direct fleet operations, or 5,250 metric tons of GHG emissions. If the standard 4-person compact SUV drives on average 15,000 miles per year with an average MPG of 25.5, this reduction is the equivalent of removing just over 1,000 standard compact SUVs from the road.”
Along with the Tesla Semi and four Tesla 750kW charging stations, Frito-Lay displayed the following at the showcase:
- Three BYD 8Y electric yard tractors.
- 1-megawatt solar carport with energy storage.
- 12 Crown Li-ion forklifts.
- 2.7 megawatt-hours of on-site battery storage.
- 38 Volvo VNL compressed natural gas (CNG) tractors.
- Six Peterbilt 220EV electric box trucks.
- Seven dual-head employee electric vehicle charging stations.
Frito-Lay added that in 2021, the Modesto facility sourced 100% of its electricity from renewable sources, with on-site solar power providing up to 20% of its daily energy use. Frito-Lay has included a virtual tour of its Modesto facility, and you can watch that in the video below.
Disclosure: Johnna is a $TSLA shareholder and believes in Tesla’s mission.
Your feedback is welcome. If you have any comments or concerns or see a typo, you can email me at johnna@teslarati.com. You can also reach me on Twitter at @JohnnaCrider1.
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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
News
Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
News
Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Tesla celebrates 9 million vehicles produced globally
