Elon Musk
Tesla Semi fleet from Frito-Lay gets more charging at Bakersfield factory
Among the several companies that have had the opportunity to add Tesla Semi all-electric Class 8 trucks to their fleets earlier than others, the most notable is arguably Frito-Lay, which has utilized the vehicle for a couple of years now.
However, as their fleet is making more local runs and there are undoubtedly plans to expand to more Semi units, the company has recognized it needs additional Megachargers to give juice to their trucks.
As a result, Frit-Lay decided to build more chargers at their Bakersfield, California facility, according to new permits filed by Tesla:
🚨 Frito-Lay is building an 8-stall Megacharger array at its factory in Bakersfield, California https://t.co/qARfJjogXF pic.twitter.com/gvorIVxsoc
— TESLARATI (@Teslarati) April 18, 2025
There are already chargers at the company’s Modesto, California, factory, but Bakersfield is roughly three hours south of Modesto.
Interestingly, Tesla is calling the chargers “Semi Chargers” in the filing, potentially hinting that it is no longer referring to them as “Megachargers,” as they have been in the past. This is a relatively minor detail, but it is worth taking note of.
In 2022, Frito-Lay began installing these chargers in preparation for the Semi to become one of the company’s main logistics tools for deliveries in California and surrounding states.
Frito-Lay is not the only company that has chosen to utilize the Tesla Semi for these early “pilot” runs. PepsiCo has also been a company that has used the Semi very publicly over the past two years.
Additionally, the Tesla Semi participated in the Run on Less EV trucking study back in late 2023, where it managed to complete a 1,000-mile run in a single day:
Tesla Semi logs 1,000-mile day in Run on Less EV trucking study
Tesla is planning to ramp production of the Semi late this year. On the Q4 2024 Earnings Call, VP of Vehicle Engineering Lars Moravy said the company would be focusing on the first builds of the Semi’s high-volume design late this year before ramping production in the early portion of 2026:
“We just closed out the Semi factory roof and walls last week in Reno, a schedule which is great with the weather. In Reno, you never know what’s going to happen. But we’re prepping for mechanical installation of all the equipment in the coming months. The first builds of the high-volume Semi design will come late this year in 2025 and begin ramping early in 2026.”
Tesla will build these units at a new Semi production facility located in Reno near its Gigafactory. The company is getting closer to finishing construction, as a drone video from this morning showed the facility is coming along at a good pace:
🚨Tesla Semi factory progress update: pic.twitter.com/dlzIjKwfT3
— TESLARATI (@Teslarati) April 18, 2025
Cybertruck
Tesla Cybertruck’s newest trim is nearing its first deliveries
Tesla Cybertruck’s newest trim level is nearing its first deliveries just a few months after being offered for an incredible deal.
Back in February, Tesla officially launched a new trim of the Cybertruck, the All-Wheel-Drive, starting at just $59,990. It was a lot of truck for the money, especially considering what it offered the Rear-Wheel-Drive variant for last year, which was a total flop.
The $59,990 price that was offered initially was a deal due to its 325-mile range rating, powered tonneau, three bed outlets, Powershare capability, coil springs with adaptive damping for a refined suspension feel, Steer-by-Wire and four-wheel steering, a 6′ x 4′ composite bed, towing capacity of 7,500 pounds, and a powered frunk.
Tesla is now nearing deliveries of this trim, according to watcher Sawyer Merritt, as Tesla has officially started assigning VINs to people who ordered the vehicle initially:
I can confirm that Tesla has officially started assigning VINs to people who initially ordered the $59,990 Cybertruck Dual-Motor AWD, which means first deliveries should start in the coming weeks!
• 325 mile range
• 7,500 lb towing capacity
• 0-60mph: 4.1s
• Bed with… pic.twitter.com/PQwVYbZf6j— Sawyer Merritt (@SawyerMerritt) May 24, 2026
Earlier this month, we reported on units of the trim being spotted outside Gigafactory Texas by Joe Tegtmeyer.
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
This Cybertruck trim was interesting because it was released basically out of nowhere, priced incredibly well, and gathered many orders in a small amount of time. However, CEO Elon Musk noted just days afterward that the vehicle would only be priced at this bargain level for ten days.
Tesla fans were not happy.
Awful way to treat customers – particularly when they already sent out a marketing email announcing the $59,990 truck…with zero mention of it being a limited-time offer.
— Ryan McCaffrey (@DMC_Ryan) February 24, 2026
However, the issues with the pricing strategy have blown over since the February unveiling event, and now that deliveries are near, Tesla fans are anticipating the truck making its way to their driveways soon.
The truck is currently priced at $69,990, and deliveries for new orders are slated for between August and September 2026.
Elon Musk
NASA just gave SpaceX more crew missions because Boeing can’t certify
NASA has filed a procurement notice announcing its intent to add six post-certification missions to SpaceX’s existing Commercial Crew Transportation Capability contract. The agency said it would order up to three of those missions immediately upon adding them to the contract, with the remaining three available as needed through the end of the International Space Station’s planned operations in 2030.
The reason for the expansion is straightforward. NASA cited recently shortened ISS mission durations, technical issues and schedule delays encountered by Boeing, the allocation of missions between Boeing and SpaceX, and the ongoing technical challenges of maintaining a reliable crew transportation capability as the driving factors behind the decision. Boeing’s CST-100 Starliner has still not been certified for crewed flights, and a cargo-only Starliner mission was not included on NASA’s most recent mission manifest. With Boeing effectively sidelined for the foreseeable future, SpaceX is the only American company capable of rotating crews to the station.
The history behind this contract tells the fuller story of how SpaceX got here. NASA originally awarded SpaceX its Commercial Crew contract in 2014 for $2.6 billion. In 2022 NASA modified the contract to add five missions covering Crew-10 through Crew-14, worth $1.436 billion, bringing the total contract value at that point to $4.9 billion. The recent May 18 filing by NASA extends that runway further, with Crew-12 currently docked at the station and Crew-13 assigned and targeting a mid-September 2026 launch.
According to a report by SpaceNews, NASA stated in its filing: “It is necessary to award additional PCMs to SpaceX given the recently shortened ISS mission durations, technical issues and schedule delays encountered by Boeing, the allocation of missions between Boeing and SpaceX, NASA’s projections for when an alternative crew transportation system may become available, and the ongoing technical challenges of maintaining a reliable capability for crewed flights to ISS.”
No dollar value for the new six missions has been publicly confirmed yet, but based on the 2022 precedent of roughly $287 million per mission, the new block could represent close to $1.7 billion in additional contract value. With SpaceX simultaneously preparing Starship as NASA’s Artemis lunar lander, filing its S-1 for a June IPO, and now absorbing more ISS crew rotation work, the company’s role as the primary contractor for American human spaceflight is no longer a matter of circumstance. It is NASA policy.
Elon Musk
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Starship V3 reached space, survived reentry, and proved it can fly with engines out.
After two scrubbed attempts, SpaceX launched Starship V3 on Friday, May 22 from the brand new Pad 2 at Starbase, Texas, completing the most technically complex test flight the program has attempted and moving the bar in ways that matter for everything from commercial satellites to the first human Moon landing since 1972.
The Super Heavy booster lost an engine early during ascent and several more failed during its boostback burn, sending the stage into an off-nominal descent that ended in a hard landing in the Gulf of Mexico. SpaceX had planned a soft splashdown rather than a tower catch on this first V3 flight, so losing the booster was expected to be acceptable within the test parameters.
Ship 39 told a different story. The Starship upper stage reached its planned sub-orbital trajectory despite losing one of its vacuum Raptor engines, with the remaining engines compensating for the loss and keeping the vehicle on course. The spacecraft then survived atmospheric reentry, completed its belly-flip maneuver, and made a controlled upright splashdown in the Indian Ocean west of Australia.
Watch Starship’s twelfth flight test https://t.co/caRB1thMlg
— SpaceX (@SpaceX) May 22, 2026
The payload test is where Flight 12 separated itself from every previous Starship mission. SpaceX deployed 22 objects including 20 Starlink simulator satellites sized like next-generation V3 Starlink units, plus two specially modified satellites equipped with cameras that scanned Starship’s heat shield from orbit and transmitted imagery back to operators.
The broader significance of what was tested on Friday goes well beyond one mission. Every future Starship deployment, whether it is a batch of operational Starlink V3 satellites, cargo bound for the Moon, or eventually crew headed to Mars, depends on SpaceX being able to inspect and certify the heat shield quickly between flights. The camera-equipped satellites deployed on Flight 12 are the first step toward making that inspection process automated and data-driven rather than manual and time-consuming. If SpaceX can scan the heat shield from orbit after every reentry and flag damaged or missing tiles before the vehicle even lands, it fundamentally changes the turnaround time between flights. For a program that needs to refuel Starship in orbit using ten or more tanker launches before a single Moon mission can depart, launch cadence is everything. Friday’s payload test can be seen as building the maintenance infrastructure for rapid reusability.
Elon Musk took to X, following the successful tests, and noting: “Congratulations @SpaceX team on an epic first Starship V3 launch and landing!” “You scored a goal for humanity.”
The stakes behind that goal are concrete. NASA has selected Starship as the Human Landing System for Artemis IV, targeting a crewed Moon landing in 2028, and SpaceX has yet to demonstrate a full orbital flight, in-orbit refueling, or docking with an Orion capsule. Flight 12 proved V3 can fly, survive reentry, and deploy payloads under engine-out conditions. That is the foundation everything else has to be built on, and with a SpaceX IPO targeting June 2026, the timing of that proof of concept could not have been more useful.