News
Tesla showcases Semi truck to PepsiCo employees in private event
After making an appearance at the Dallas Service Center, the Tesla Semi was spotted at a private demo event for PepsiCo employees at Reunion Tower, one of the city’s landmarks. The gathering was reportedly a demo of the electric truck for the snack and beverage company, which had placed orders for 100 Semis back in December.
Reports of the electric truck being spotted at Reunion Tower emerged in the forum community on Tuesday night, with several Texas-based members of the r/TeslaMotors subreddit sharing images of the vehicle as it was parked in front of the building. Ryan O’Donnell, one of the subreddit’s members, was able to check out the Semi as it was being showcased to PepsiCo’s employees. According to O’Donnell, the gathering was very small and private, with only around 200-300 people being present as Tesla gave a demo of the electric truck.
O’Donnell was able to capture almost a dozen close-up photographs showing the Tesla Semi’s four Model 3-based electric motors, its brakes, and its incredibly low ground clearance. The Elon Musk-led firm was very careful about the tech inside the electric long-hauler, however, as no photos of the truck’s twin displays, its navigation system, or its battery information were allowed to be taken.
Nevertheless, O’Donnell’s images of the Tesla Semi’s exterior and motors are among the most detailed ones yet. A gallery of these pictures could be found below.
- The Tesla Semi shows up at a private demo for PepsiCo employees at Dallas, TX. [Credit: Ryan O’Donnell/Imugr]
- The Tesla Semi shows up at a private demo for PepsiCo employees at Dallas, TX. [Credit: Ryan O’Donnell/Imugr]
- The Tesla Semi shows up at a private demo for PepsiCo employees at Dallas, TX. [Credit: Ryan O’Donnell/Imugr]
- The Tesla Semi’s low ground clearance. [Credit: Ryan O’Donnell/Imugr]
- The Tesla Semi shows up at a private demo for PepsiCo employees at Dallas, TX. [Credit: Ryan O’Donnell/Imugr]
- A closer look at one of the rear wheels of the Tesla Semi. [Credit: Ryan O’Donnell/Imugr]
- The Tesla Semi shows up at a private demo for PepsiCo employees at Dallas, TX. [Credit: Ryan O’Donnell/Imugr]
- The Tesla Semi shows up at a private demo for PepsiCo employees at Dallas, TX. [Credit: Ryan O’Donnell/Imugr]
- The Tesla Semi shows up at a private demo for PepsiCo employees at Dallas, TX. [Credit: Ryan O’Donnell/Imugr]
- The Tesla Semi shows up at a private demo for PepsiCo employees at Dallas, TX. [Credit: Ryan O’Donnell/Imugr]
As we noted in a previous report, the Tesla Semi’s appearance in Dallas, TX, appears to be part of the electric car and energy company’s initiative to showcase the electric truck to some of its clients. PepsiCo, after all, has several facilities in the region, including the corporate headquarters of Frito-Lay, the company’s snack food subsidiary. PepsiCo Sr. Director of Environmental Sustainability Al Halvorsen, who plays a huge part in the company’s current green initiatives, is also based in Dallas.
With Halvorsen at the lead, PepsiCo’s green projects have achieved several milestones over the past few years, such as the company’s Frito-Lay facility in Casa Grande, AZ becoming a “Near Net Zero” manufacturing plant, recycling up to 75% of its water and using up to 80% less gas. With this in mind, PepsiCo’s reservations for the Tesla Semi, a potential disruptor in the transportation industry, is well in line with the company’s current environmentally-friendly initiatives.
If any, the initial orders for the Tesla Semi are reportedly just the start of PepsiCo’s transition to a fully sustainable fleet of delivery vehicles. According to O’Donnell, one of the PepsiCo employees he was able to speak with during the demo event remarked that the 100 orders for the Semi were just “a drop in the bucket” for how many units the company is looking to order in the future.
The Tesla Semi recently visited another one of its biggest buyers last week as well, with the electric long-hauler making an appearance at Anheuser-Busch’s brewery in St. Louis, MO. Just like PepsiCo, Anheuser-Busch has also committed to the Tesla Semi, ordering 40 electric trucks from the Elon Musk-led company.
News
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
News
Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Investor's Corner
Tesla bear gets blunt with beliefs over company valuation
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.










