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Tesla Semi gets its newest customer

Credit: Tesla

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The Tesla Semi has gotten its newest customer, as it appears wholesale giant Costco has taken delivery of the all-electric Class 8 truck for its needs.

After the Tesla Semi was released two years ago, it was not necessarily a public affair. Tesla had called on PepsiCo. to be its first true customer of the truck, accumulating and tracking precious data that could be used for anything from a sales pitch to a flex on how electrified tractor-trailers may be more advantageous than combustion engine trucks.

Slowly but surely, the Tesla Semi is making its way to more customers in the mainstream. It now appears Costco has been wooed by the prospect of having the Tesla Semi in its lineup:

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Tesla Semi Production

Tesla Semi production is still ongoing, and according to the company’s most recent quarterly Earnings Call Shareholder Deck, the vehicle is still in “Pilot Production.”

Manufacturing of the Semi is confined to a small facility that is in Sparks, Nevada, near the Tesla Gigafactory. We reported on the building in October 2022, as sources told us where it was and what goes on within the mysterious structure:

Tesla Semi production is taking place in this secret Nevada facility

However, Tesla is not confined to this singular building. The Tesla Semi production processes will move to a new facility that the automaker is currently in the process of building.

The structure is being built with the help of a massive $3.6 billion expenditure. Tesla was granted around $330 million in tax breaks for the plant.

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Still, mass production of the Tesla Semi seems to be a little ways away. During the Earnings Call, Tesla said:

“Our first vehicles are planned for late 2025 of external customers starting in 2026.”

Additionally, CEO Elon Musk updated investors on the process of the Tesla Semi during the Earnings Call:

“So we’re finalizing the engineering of the Semi to enable like a super cost-effective high volume production with our learnings from our fleet and pilot fleet and Pepsi’s fleet, which we’re expanding this year marginally. In parallel as we showed in the shareholder’s deck, we have started construction on the factory in Reno.”

The Tesla Semi has also made its way to Wal-Mart and Martin Brower.

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I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla on track to break Volkswagen’s historic record in Norway: report

As per Elbil Statistik, Tesla reached 26,127 Norwegian sales so far this year, without counting 13 imported Cybertrucks.

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Credit: Grok Imagine

Tesla is surging towards a historic milestone in Norway this month, putting the company on track to break Volkswagen’s long-standing annual sales record in the country. 

With 3,732 units sold in November alone and more than 26,000 delivered year-to-date, Tesla is poised to become one of the most successful car brands in Norway’s modern automotive history.

Tesla closes in on Norway’s all-time sales record

Norway’s demand for Tesla vehicles has intensified as drivers attempt to beat the incoming VAT changes on electric cars. Once the VAT changes take effect, the best-selling Model Y could become 50,000 kroner more expensive, as noted in a CarUp report. This has likely caused a rise in sales for Tesla in the country as of late. 

As per Elbil Statistik, Tesla reached 26,127 Norwegian sales so far this year, without counting 13 imported Cybertrucks. This places the brand just hundreds of units away from surpassing Volkswagen’s 2016 record of 26,572 annual registrations. With one month left in 2025, it seems all but certain that Tesla will overtake Volkswagen’s all-time record in Norway. 

Tesla sees challenges in Sweden

While Norway is delivering historic results, Tesla’s Swedish performance has moved in the opposite direction. Registrations have dropped 68% this year, totaling just 6,147 vehicles so far. November has seen only 291 deliveries, highlighting challenges in the domestic market’s momentum.

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Tesla Sweden is also still dealing with an increasing number of union-backed protests and blockades. Despite the pressure, however, Tesla Sweden has maintained its stance, IF Metall union chair Marie Nilsson to urge Elon Musk to reconsider his perception of organized labor. She also stated that Swedish unions are not like their American counterparts, as they are not as combative. 

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Tesla Full Self-Driving lands in a new country, its 7th

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Credit: Tesla Korea

Tesla Full Self-Driving has officially landed in a new country today, its seventh overall after it launched in both Australia and New Zealand earlier this year.

On Sunday, Tesla owners in South Korea reported that the company’s Full Self-Driving (Supervised) had started arriving in their vehicles. Owners reported that it was v14.1.4, which is not the latest version available in other countries, but is one of the most recent releases Tesla has deployed to drivers:

This marks the seventh country in which Tesla has enabled its Full Self-Driving suite, following the United States and Puerto Rico, Canada, China, Mexico, Australia, and New Zealand.

Tesla launched Full Self-Driving most recently in Australia and New Zealand about three months ago. The expansion is a major breakthrough for the company as it aims to launch Full Self-Driving on a global scale.

However, the company’s biggest challenge thus far has been getting European regulatory agencies to handle the red tape that has inhibited Tesla from launching its semi-autonomous driving suite on the continent. Recently, it admitted that it sees a pathway through Dutch regulatory bodies, which seem to be the most willing to work with Tesla to get FSD in Europe.

Tesla Full Self-Driving appears to be heading to Europe soon

The company said that it has driven over 1 million kilometers safely on European roads across 17 different countries in internal testing. But its path to success will be by “partnering with the Dutch approval authority RDW to gain exemption for the feature. This involves proving compliance with existing regulations (UN-R-171 DCAS) + filing an exemption (EU Article 39) for yet-to-be-regulated behaviors like Level 2 systems off-highway, system-initiated lane changes with hands-off the wheel, etc.”

Perhaps the expansion into Europe will be the biggest challenge for Tesla, but it could also yield major results and advantages for the company moving forward. Tesla said it hopes to have FSD available in Europe sometime early next year.

For now, the expansion in South Korea is the latest win for Tesla and its self-driving efforts. In the U.S., it now turns its focus toward fully autonomous operation, as it works with state agencies to launch Robotaxi outside of Texas, California, and most recently, Arizona.

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Tesla CEO Elon Musk teases insane capabilities of next major FSD update

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Credit: Tesla China/Weibo

Tesla CEO Elon Musk teased the insane capabilities of the next major Full Self-Driving update just hours after the company rolled out version 14.2 to owners.

Tesla Full Self-Driving v14.2 had some major improvements from the previous iteration of v14.1.x. We were on v14.1.7, the most advanced configuration of the v14.1 family, before Tesla transitioned us and others to v14.2.

However, Musk has said that the improvements coming in the next major update, which will be v14.3, will be where “the last big piece of the puzzle finally lands.”

There were some major improvements with v14.2, most notably, Tesla seemed to narrow in on the triggers that caused issues with hesitation and brake stabbing in v14.1.x.

One of the most discussed issues with the past rollout was that of brake stabbing, where the vehicle would contemplate proceeding with a route as traffic was coming from other directions.

We experienced it most frequently at intersections, especially four-way stop signs.

Elon Musk hints at when Tesla can fix this FSD complaint with v14

In our review of it yesterday, it was evident that this issue had been resolved, at least to the extent that we had no issues with it in a 62-minute drive, which you can watch here.

Some owners also reported a more relaxed driver monitoring system, which is something Tesla said it was working on as it hopes to allow drivers to text during operation in the coming months. We did not test this, as laws in Pennsylvania prohibit the use of phones at any time due to the new Paul Miller’s Law, which took effect earlier this year.

However, the improvements indicate that Tesla is certainly headed toward a much more sentient FSD experience, so much so that Musk’s language seems to be more indicative of a more relaxed experience in terms of overall supervision from the driver, especially with v14.3.

Musk did not release or discuss a definitive timeline for the release of v14.3, especially as v14.2 just rolled out to Early Access Program (EAP) members yesterday. However, v14.1 rolled out to Tesla owners just a few weeks ago in late 2025. There is the potential that v14.3 could be part of the coming Holiday Update, or potentially in a release of its own before the New Year.

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