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Tesla Semi test drive, demo event reportedly planned for Safeway workers next week
The Tesla Semi appears to be maintaining a notable level of interest among its reservation holders. Take grocery giant Albertsons, for one. As could be seen in a recently shared announcement from Safeway corporate (one of Albertsons’ subsidiaries), the company seems to be preparing to showcase the all-electric long-hauler to some of its CA employees this coming Wednesday.
An image of Safeway corporate’s memo was recently shared on the r/TeslaMotors subreddit by Tesla enthusiast u/MGC1987, who noted that the demo would be held at the retailer’s Tracy, CA Distribution Center. Apart from referencing demos of the vehicle by a team from Tesla, the announcement also noted that a number of Safeway drivers would have the opportunity to test drive the Semi.
“On 12/5/2018, we will be hosting the Tesla team along with our own corporate leadership team for a demo of the new Tesla tractors. We will be selecting a few drivers to represent the company and test drive the tractor here at the DC.”
Albertsons is among the United States’ largest grocery chains. The grocery giant is among the Tesla Semi’s more recent reservation holders, placing a reservation for 10 of the vehicles last month. The company’s Tesla Semis would join its growing fleet of trucks, which currently number more than 1,400 nationwide. Albertsons did not provide the specifics of its orders, though references to the Semi’s 500-mile range in a press release suggests that the company had purchased the long-range version of the vehicle. Tom Nartker, Safeway’s VP of Transportation, noted that the company’s purchase of the Tesla Semis is part of Albertsons’ ongoing efforts to reduce its carbon footprint.
“Advancing supply chain efficiency and sustainability is an important goal for our company. We’re excited to pilot this expansion of our transportation program with trucks that help us limit our overall carbon footprint,” he said.
Demos of the Tesla Semi to employees of reservation holders have been conducted in the past. Earlier this year, social media was briefly saturated by images uploaded by employees of JB Hunt, a trucking giant with a fleet of 12,000 trucks and over 100,000 trailers and containers. Pictures taken of the Semi’s visit to JB Hunt’s headquarters show lines of employees interacting with the vehicle. Not long after that, the Semi also paid a visit to UPS’ hub in Addison, IL, where some employees from the package delivery company seemingly took a test drive on the electric long-hauler.
Elon Musk noted during the Semi’s unveiling that the vehicle would likely start production sometime in 2019. Since the electric truck’s unveiling, though, Tesla has remained tight-lipped about the location where the Semi would be produced. The company appears to be taking a rather conservative stance with its estimates on the Semi’s production too, as head of investor relations Martin Viecha reportedly noted during a tour of Gigafactory 1 that Tesla is planning on “earnestly” producing the all-electric truck by 2020.
For now, Tesla appears to be set on refining the Semi before it enters production. Over the past months, multiple sightings of the vehicle have been reported by the Tesla community, as the truck continued to get road-tested across the United States. A recent sighting of the vehicle at the iconic Madonna Inn in CA even gave a glimpse of the vehicle’s temporary charging system, which it currently uses in place of Tesla’s upcoming Megacharger network.
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Another Tesla Model 3 variant sold out for January 2026 in China
A look at Tesla China’s order page shows that new Model 3 LR RWD orders now have an estimated delivery date of February 2026.
Another Tesla Model 3 variant in China appears to have sold out for January 2026, with the vehicle now showing an estimated delivery date of February 2026 for new orders. This bodes well for the all-electric sedan, which has maintained notable sales despite more affordable rivals like the Xiaomi SU7 and its crossover sibling, the Model Y.
Model 3 LR RWD joins February 2026 queue
A look at Tesla China’s order page for the all-electric sedan shows that new Model 3 Long Range Rear Wheel Drive orders now have an estimated delivery date of February 2026. Priced from RMB 259,500 ($36,810), the LR RWD sits as the second-lowest-priced trim in Tesla China’s four-variant Model 3 lineup. The move follows a similar delivery timeframe for the Model 3 Performance, which remains the most expensive option for the vehicle, as noted in a CNEV Post report.
The estimated delivery dates of the two remaining Model 3 variants remain unchanged for now. The base RWD version, starting at RMB 235,500, and the LR AWD variant, priced from RMB 285,500, both continue to list estimated delivery times of 4-6 weeks. Tesla China, for its part, has continued to list in-stock Model 3 vehicles and is actively encouraging buyers to select inventory units for delivery before the end of the year.
Model Y delays and policy shifts
Delivery timelines for the Model Y in China are also stretching into 2026. All customized Model Y variants now show February 2026 as their estimated delivery date, except for the entry-level version, which still lists January 2026. Tesla has been urging customers since November to prioritize purchasing inventory vehicles, a push aimed at maximizing year-end deliveries.
Timing matters for Chinese buyers due to upcoming changes in government incentives. China’s new energy vehicle purchase tax exemption will be scaled back in 2026, which means customers who take delivery next year could face higher tax costs compared to those who are able to receive vehicles before the end of the year.
As per data from the China Passenger Car Association, Tesla recorded retail sales of 73,145 vehicles in November, down 0.47% year over year. From January through November, Tesla’s retail sales in China totaled 531,855 units, a 7.37% year-over-year drop.
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Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario.
Wedbush analyst Dan Ives is doubling down on Tesla’s (NASDAQ:TSLA) long-term upside. In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario, thanks to the company’s efforts to develop and push its artificial intelligence programs.
An aggressive valuation upside
Ives, Wedbush’s global head of tech research, stated in his post that Tesla is entering a pivotal period as its autonomy and robotics ambitions move closer to commercialization. He expects Tesla’s market cap to reach $2 trillion in 2026, representing roughly 33% upside from current levels, with a bull case up to a $3 trillion market cap by year-end.
Overall, Ives noted that 2026 could become a “monster year” for TSLA. “Heading into 2026, this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026… as the AI chapter takes hold at TSLA,” the analyst wrote.
Ives also reiterated his “Outperform” rating on TSLA stock, as well as his $600 per share price target.
Unsupervised Full-Self Driving tests
Fueling optimism is Tesla’s recent autonomous vehicle testing in Austin, Texas. Over the weekend, at least two Tesla Model Ys were spotted driving on public roads without a safety monitor or any other occupants. CEO Elon Musk later confirmed the footage of one of the vehicles on X, writing in a post that “testing is underway with no occupant in the car.”
It remains unclear whether the vehicle was supported by chase cars or remote monitoring, and Tesla has not disclosed how many vehicles are involved. That being said, Elon Musk stated a week ago that Tesla would be removing its Safety Monitors from its vehicles “within the next three weeks.” Based on the driverless vehicles’ sightings so far, it appears that Musk’s estimate may be right on the mark, at least for now.
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Production-ready Tesla Cybercab hits showroom floor in San Jose
Tesla has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements.
Tesla has showcased what appears to be a near-production-ready Cybercab at its Santana Row showroom in San Jose, California, giving visitors the closest look yet at the autonomous two-seater’s refined design.
Based on photos of the near-production-ready vehicle, the electric vehicle maker has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements, making the vehicle look more polished and seemingly more comfortable than its prototypes from last year.
Exterior and interior refinements
The updated Cybercab, whose photos were initially shared by Tesla advocate Nic Cruz Patane, now features a new frameless window design, an extended bottom splitter on the front bumper, and a slightly updated rear hatch. It also includes a production-spec front lightbar with integrated headlights, new wheel covers, and a license plate bracket.
Notably, the vehicle now has two windshield wipers instead of the prototype’s single unit, along with powered door struts, seemingly for smoother opening of its butterfly doors. Inside, the Cybercab now sports what appears to be a redesigned dash and door panels, updated carpet material, and slightly refined seat cushions with new center cupholders. Its legroom seems to have gotten slightly larger as well.
Cybercab sightings
Sightings of the updated Cybercab have been abundant in recent months. At the end of October, the Tesla AI team teased some of the autonomous two-seater’s updates after it showed a photo of the vehicle being driven through an In-N-Out drive-through by employees in Halloween costumes. The photos of the Cybercab were fun, but they were significant, with longtime Tesla watchers noting that the company has a tradition of driving its prototypes through the fast food chain’s drive-throughs.
Even at the time, Tesla enthusiasts noticed that the Cybercab had received some design changes, such as segmented DRLs and headlamps, actual turn signals, and a splitter that’s a lot sharper. Larger door openings, which now seem to have been teasing the vehicle’s updated cabin, were also observed at the time.
Another Tesla Model 3 variant sold out for January 2026 in China
Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
