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
Elon Musk
Starship’s next chapter: SpaceX eyes tower catch after flawless Flight 11
Elon Musk has revealed the tentative timeframe for Starship’s next milestone that would push the spacecraft’s reusability to a whole new level.

Elon Musk has revealed the tentative timeframe for Starship’s next milestone that would push the spacecraft’s reusability to a whole new level.
Following Flight 11’s flawless mission, Musk noted on X that SpaceX will be aiming to catch the Starship Upper Stage with its launch tower as early as spring 2026. This should pave the way for SpaceX to start optimizing Starship for maximum reusability.
Flight 11 closes the Starship V2 chapter on a high note
Starship’s eleventh flight, which launched from Starbase, Texas, achieved every major mission objective. The Super Heavy booster completed a successful ascent, hover, and soft splashdown in the Gulf of America, while the upper stage executed an orbit burn, deployed Starlink simulators, and returned with a controlled reentry over the Indian Ocean.
This mission officially closed the chapter on the second-generation Starship and first-generation Super Heavy booster, and it set the stage for a redesigned vehicle built for orbital payload missions, propellant transfer, and beyond. It should be noted that Elon Musk has mentioned on X that Starship V3, at least if things go well, might be capable of reaching Mars.
Elon Musk confirms tower catch attempt set for spring
After Flight 11’s success, Musk confirmed that SpaceX will attempt to catch the Starship Upper Stage with its launch tower arms, fondly dubbed by the spaceflight community as “chopsticks,” in the coming months. Musk’s announcement came as a response to an X user who asked when the tower could start catching the Starship Upper Stage. In his reply, Musk simply wrote “Springtime.”
Starship’s reusability is a key feature of the spacecraft, with SpaceX aiming to achieve a launch cadence that is almost comparable to conventional aircraft. For such a scenario to be feasible, launch tower catches of both Starship’s Upper Stage and its Super Heavy booster have to be routine.
Elon Musk
Tesla launched an ad for Elon Musk’s pay package on Paramount+

Tesla’s advertising strategy has taken a drastic turn as the company’s upcoming Shareholder Meeting will feature perhaps the most crucial vote in its history: the approval of CEO Elon Musk’s new pay package.
For years, the issue of Tesla’s advertising and marketing strategy has been a major point of conversation for investors in fans. It seems to be split right down the middle, with half wanting Tesla to set aside some money for advertising. The other half, just the opposite.
Tesla has been transparent that the money it would spend on advertising, marketing, and public relations is better set aside for the development of future products.
However, it has recently adopted a different tone in advertising, pushing some commercials on social media platforms like X and Instagram.
For the first time, an ad was seen on streaming services like Paramount+, but it wasn’t promoting Tesla’s products directly. Instead, it was more of a message for shareholders to vote on Musk’s pay package, something Tesla feels is a necessity:
Well this is a first. Tesla is running paid ads on Paramount+ encouraging people to vote their $TSLA shares ahead of the annual shareholder meeting on November 6th.
“Tesla is on the precipice of its next wave of transformations growth, and we need your support; We urge you to… pic.twitter.com/FTo5eFQJRZ
— Sawyer Merritt (@SawyerMerritt) October 14, 2025
“The future of Tesla is in your hands,” the ad reads at the end. It seems as if Tesla is taking whatever steps it needs to accomplish the task of getting Musk a new pay package and retaining him as its CEO.
On September 5, Tesla officially outlined its plans for a CEO Performance Award for Musk. It would require him to lift Tesla’s market capitalization to about $8.5 trillion, up from the $1.36 trillion it sits at today.
Elon Musk’s new pay plan ties trillionaire status to Tesla’s $8.5 trillion valuation
It is obvious that Tesla is really hoping to get the pay package passed and is willing to shift some of its budget to encourage shareholders to vote.
However, there are some interesting perspectives on the move, and it’s sort of strange to see Tesla not advertising its vehicles or products, but only its pay package that would get its CEO paid.
Some of those who saw the ad are questioning the strategy:
Definitely a sign of desperation for $TSLA. They wouldn’t need to beg for votes if the BOD just did their job and held Elon accountable for his actions in the past. His blatant disregard for Tesla’s brand and the actions he takes in the public eye are exactly why I voted NO.
— squawksquare (@squawksquare) October 14, 2025
Doesn’t this taste wrong to anyone else?
No ads for the business? Only for the CEOs pay package?
— Schrodinger’s Wealth (@BosCybertruck) October 14, 2025
Elon Musk
Tesla mulls revamping $25k car, strange report claims

Tesla is reportedly mulling the potential revamp of its $25,000 vehicle project, a strange report claims.
It seems unlikely, especially since Tesla launched two new, more affordable models last week with the Model 3 and Model Y Standard trims.
However, a report from European media outlet 36kr claims Tesla has started to advance two vehicle projects, internally codenamed E41 and D50, in China.
People familiar with the matter reportedly told the outlet that “some design and verification reports of the new projects are inherited from the current Model Y and Model 3.”
Tesla axed one of the Model Y’s best features in ‘Standard’ trims: here’s why
These new simplified models would be priced between $5,000 and $5,500 cheaper than what the new ‘Standard’ trims cost. The report also claims that these vehicles would be launched only if the new ‘Standard’ models “fall short of sales expectations.”
$TSLA 🇺🇸 BREAKING 🚨 Tesla is reportedly restarting work on its NV91 and NV93 projects for models smaller than the Model Y 💥
The NV91 project refers specifically to the $25,000 vehicle that CEO Elon Musk had mentioned, a model that was halted in Feb.2024 despite being… pic.twitter.com/L8TDvzmNwm
— Ming (@tslaming) October 14, 2025
This report suggests that potentially more affordable models are being offered, but this seems unlikely, considering Tesla launched the two Standard models just last week, and the only truly affordable model it is working on will be the Cybercab.
However, there is potential for a car to launch that undercuts the newest configurations of the Model 3 and Model Y. As of now, it just seems as if it is something that is far-fetched.
When Tesla’s patent for the unboxed process was published just last month, it seemed more than obvious that the vehicle it would be used for was the Cybercab.
The language used in the patent itself was geared toward more streamlined and quality production and manufacturing, which Tesla must implement to meet the likely demand for the vehicle.
It will be easier to scale vehicles with the unboxed process, and the Cybercab has been routinely mentioned with the sub-$30,000 price tag, even by CEO Elon Musk.
He said during the Q3 2024 Earnings Call:
“I think having a regular 25K model is pointless. It would be silly. Like it would be completely at odds with what we believe…It’s fully considered cost per mile is what matters. And if you try to make a car that is essentially a hybrid, manual, or automatic car, it’s not going to be as good as a dedicated autonomous car. So, yes, Cybercab is just not going to have steering wheels and pedals.”
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