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Tesla showcases Semi truck to PepsiCo employees in private event

[Credit: u/stevejust via Reddit]

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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.

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.

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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.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla expands its branded ‘For Business’ Superchargers

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Credit: Francis Energy

Tesla has expanded its branded ‘For Business’ Supercharger program that it launched last year, as yet another company is using the platform to attract EV owners to its business and utilize a unique advertising opportunity.

Francis Energy of Oklahoma is launching four Superchargers in Norman, where the University of Oklahoma is located. The Superchargers, which are fitted with branding for Francis Energy, will officially open tomorrow.

It will not be the final Supercharger location that Francis Energy plans to open, the company confirmed to EVWire.

Back in early September, Tesla launched the new “Supercharger for Business” program in an effort to give businesses the ability to offer EV charging at custom rates. It would give their businesses visibility and would also cater to employees or customers.

“Purchase and install Superchargers at your business,” Tesla wrote on a page on its website for the new program. “Superchargers are compatible with all electric vehicles, bringing EV drivers to your business by offering convenient, reliable charging.”

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The first site opened in Land O’ Lakes, Florida, which is Northeast of Tampa, as a company called Suncoast launched the Superchargers for local EV owners.

Tesla launches its new branded Supercharger for Business with first active station

The program also does a great job at expanding infrastructure for EV owners, which is something that needs to be done to encourage more people to purchase Teslas and other electric cars.

Francis Energy operates at least 14 EV charging locations in Oklahoma, spanning from Durant to Oklahoma City and nearly everywhere in between. Filings from the company, listed by Supercharge.info, show the company’s plans to convert some of them to Tesla Superchargers, potentially utilizing the new Supercharger for Business program to advertise.

Moving forward, more companies will likely utilize Tesla’s Supercharger for Business program as it presents major advantages in a variety of ways, especially with advertising and creating a place for EV drivers to gain range in their cars.

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Tesla Cybercab ‘breakdown’ image likely is not what it seems

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Credit: TslaChan | X

Tesla Cybercab is perhaps the most highly-anticipated project that the company plans to roll out this year, and as it is undergoing its testing phase in pre-production currently, there are some things to work through with it.

Over the weekend, an image of the Cybercab being loaded onto a tow truck started circulating on the internet, and people began to speculate as to what the issue could be.

The Cybercab can clearly be seen with a Police Officer and perhaps the tow truck driver by its side, being loaded onto, or even potentially unloaded from, the truck.

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However, it seems unlikely it was being offloaded, as its operation would get it to this point for testing to begin with.

It appears, at first glance, that it needs assistance getting back to wherever it came from; likely Gigafactory Texas or potentially a Bay Area facility.

The Cybercab was also spotted in Buffalo, New York, last week, potentially undergoing cold-weather testing, but it doesn’t appear that’s where this incident took place.

It is important to remember that the Cybercab is currently undergoing some rigorous testing scenarios, which include range tests and routine public road operation. These things help Tesla assess any potential issue the vehicle could run into after it starts routine production and heads to customers, or for the Robotaxi platform operation.

This is not a one-off issue, either. Tesla had some instances with the Semi where it was seen broken down on the side of a highway three years ago. The all-electric Semi has gone on to be successful in its early pilot program, as companies like Frito-Lay and PepsiCo. have had very positive remarks.

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Tesla reveals its first Semi customer after launch

The Cybercab’s future is bright, and it is important to note that no vehicle model has ever gone its full life without a breakdown. It happens, it’s a car.

Nevertheless, it is important to note that there has been no official word on what happened with this particular Cybercab unit, but it is crucial to remember that this is the pre-production testing phase, and these things are more constructive than anything.

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Investor's Corner

Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’

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Credit: Tesla

Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”

Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.

His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’

Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.

He writes:

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“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”

Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.

This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.

One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.

Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.

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NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief

And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:

“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”

Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.

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