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.
Elon Musk
SpaceX’s $24B Starbase supercomputer plan slipped past a key roadblock
SpaceX wants a Starbase tax break for a $24 billion gas plant and supercomputer campus.
SpaceX is asking its own company town for a tax break on a $24 billion natural gas power plant and supercomputing facility at Starbase, Texas, and the land it picked sits just outside the reach of a data center moratorium that took effect in neighboring Brownsville last week.
A City of Starbase public hearing notice says SpaceX “proposes to construct, own, and operate a gas-fired power plant and super-compute facility” on roughly 444 acres between Boca Chica Boulevard and the Port of Brownsville. The $24 billion figure covers only the initial phases, and the notice leaves room for future expansions. The Starbase City Commission will consider a property tax abatement and a related economic development agreement at a 7 p.m. hearing on December 9. The notice does not disclose the size or length of the abatement, or how much computing capacity the site would hold.
The location has a history. Over the summer, SpaceX asked Brownsville to remove the tract from its city limits and offered $220 million for water and wastewater projects in return. Brownsville approved the move in August, and Starbase later annexed the land. Brownsville’s own 90-day pause on data center applications took effect last week, and had the tract stayed inside the city, the project likely would have needed a different home.
The power side is already in front of state regulators. SpaceX has applied to the Texas Commission on Environmental Quality for air permits covering 35 mobile gas turbines producing roughly 750 megawatts, according to Politico, which also noted that two of the three Starbase commissioners voting on the incentives are SpaceX executives.
Building its own plant lets SpaceX skip the Texas grid. Gov. Greg Abbott paused new data center grid connections in August pending an audit, but a facility that generates its own electricity does not need one. The air permit still has to clear the TCEQ, where Abbott also ordered a halt on data center permits.
The bigger test arrives in January. Governor-elect Gina Hinojosa, who unseated Abbott last week, has said she will block data center approvals until the legislature passes new protections, and she has already asked state officials to hold off on any sale of Boca Chica State Park to SpaceX until she is sworn in. Tesla and SpaceX shares both fell the day after the election, and Musk’s first reaction on X was “Data centers in space looking pretty appealing right now.”
That line points to Starmind, SpaceX’s orbital compute constellation. Musk has said terrestrial compute will be “peanuts compared to orbital compute” and expects monthly orbital deployments to pass ground deployments around the end of 2028, as Teslarati reported. Until then, SpaceX still needs gigawatts on the ground. It ended the third quarter with 1.7 GW of nameplate compute, is targeting 2.5 to 3 GW by the end of this year and wants at least 10 GW more in 2027. Its existing Colossus sites around Memphis already run on gas turbines and face a lawsuit from residents over emissions.
Local reaction is split. The South Texas Environmental Justice Network has announced a protest, citing air quality, water use and energy bills, while some Brownsville residents told the Tribune they welcome the jobs. SpaceX did not respond to the Tribune’s questions about the project.
Elon Musk
Tesla extends Cybertruck production as Musk concedes ‘sentimentality’
Tesla CEO Elon Musk announced that the company will extend Cybertruck production slightly to handle its extensive order backlog.
On Wednesday, Musk announced that “In order to work through more of the Cybertruck order backlog, production will be extended through the end of summer 2027.”
In order to work through more of the Cybertruck order backlog, production will be extended through the end of summer 2027
— Elon Musk (@elonmusk) November 11, 2026
Tesla has already attempted to simplify its last months of production for the Cybertruck by eliminating several trim levels and only offering the Cyberbeast, the most expensive trim that starts at $109,990. The other two trim levels, the Cybertruck All-Wheel-Drive and Premium All-Wheel-Drive have both been discontinued.
There has been plenty of backlash against Tesla’s decision to ax the Cybertruck, but the company’s forecast prioritizes Cybercab and autonomy. Factory space at Gigafactory Texas that is not necessary is now being set aside for the Cybercab as the company truly embraces its “transportation-as-a-service” model.
There is still a slim chance the Cybertruck survives. Last evening, Tesla upfitter Unplugged Performance offered to take the Cybertruck line off of Tesla’s hands and continue building it, along with a CyberSUV.
Nevertheless, Tesla seems to be ending the Cybertruck on its terms after what will be a three-and-a-half-year run. It still does not really feel quite real; I think many of us thought the Cybertruck would be around for years to come.
Musk added more detail, stating that while it was not the smartest move, “there must be some room in this world for sentimentality or what’s the point?”
This is not the smartest move from a profit-maximizing standpoint btw, but there must be some room in this world for sentimentality or what’s the point?
— Elon Musk (@elonmusk) November 11, 2026
Other EV pickups on the market have experienced a similar fate.
The Ford F-150 Lightning was axed by the Detroit company due to the continued losses the company took from sales. That truck was never profitable, and Ford is still taking a quarterly loss in its EV side. However, things are moving along as it has plans for a mass market EV pickup, which will likely gather some substantial demand if Ford can get it just right.
Perhaps another extension or even a total change of heart might come. Only Musk knows.
News
Tesla overtakes Waymo in Texas as Robotaxi fleet performs shock flip
In a sudden and closely watched milestone, Tesla Robotaxi has edged past Waymo on the Texas Department of Motor Vehicles automated vehicle registry. As of November 10, Tesla lists 1,302 registered vehicles under Tesla Robotaxi, LLC, compared with Waymo’s 1,297.
The flip is narrow, but real, according to the State’s books. Tesla’s Texas fleet, following an expansion on November 10, now consists of 729 Model Ys and 573 purpose-built Cybercab vehicles. Waymo’s roster is dominated by the Jaguar I-PACE and a growing number of Zeekr-based Ojai minivans.
NEW: Tesla Robotaxi just added 20 Tesla Model Ys to its fleet. The Texas fleet now stands at 1302 vehicles.
Live tracker: https://t.co/ri0WMLRhCQ
Tracker powered by @EVject
— Texas Autonomous Vehicle Tracker (@texasavtracker) November 10, 2026
Those figures come from the same public TxDMV automated vehicle listings that independent trackers have monitored since a Texas law required operators to disclose fleet sizes.
The scale of Tesla’s climb is pretty interesting and shows how much the company has grown its autonomous ride-hailing fleet over the past months. When the registry first became public in late May 2026, Tesla listed just 42 vehicles on it. Meanwhile, Waymo had several hundred vehicles registered to it.
Tesla CEO Elon Musk shades Waymo: ‘Never really had a chance’
Since then, Tesla has multiplied its authorized Texas fleet more than thirty times, driven by repeated Model Y additions and a steady build of Cybercabs. Waymo has also expanded, but at a slower pace than Tesla.
It is also important to note that registrations are not necessarily equal to operational fleet. The TxDMV list shows the number of vehicles each company is permitted to run, but it does not report how many are actively carrying riders, which cities they serve, or trip volume. Both companies stage vehicles and run mixed fleets that can include units in testing or temporarily offline.
A lead on the registry therefore signals capacity and regulatory positioning more than immediate ride volume.
Tesla has use the growing authorized fleet to expand its unsupervised service beyond the original Austin geofence area, as now it is flowing into cities like San Antonio and Dallas. The company has highlighted plans for a broader Cybercab deployment, eventually into new states and territories.
Waymo is operating across multiple Texas markets and in other areas of the United States.
Right now, the five-vehicle margin is thin and could reverse with the next large registration from either side. For the moment, however, the public Texas record shows Tesla holding the larger authorized Robotaxi fleet in the state.









