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Tesla Semi to kick off Yandell Truckaway’s transition to an all-electric fleet
Following its visit to Pixar HQ for the esteemed animation studio’s green day celebration for employees, the Tesla Semi headed to the headquarters of another reservation holder: veteran transportation, logistics, and warehousing company Yandell Truckaway, which as been in the trucking business since 1945. Yandell had ordered 10 units of the Semi’s 300-mile version for its fleet, as part of its efforts to fully embrace sustainable solutions.
Yandell aims to utilize its Tesla all-electric trucks for its asset-based trucking division, with the vehicles operating in Northern California and catering to the area’s temperature controlled wine transportation and storage industry. This makes the Semi’s 300-mile variant perfect for Yandell’s business, as the trucks would likely have enough range to perform their day-to-day tasks and simply charge at night. In a statement, Yandell Truckaway COO John Yandell III remarked that the Semi is a perfect match for the company’s history of embracing bleeding edge technologies.
- The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)
- The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)
- The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)
- The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)
- The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)
The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)
“For over 70 years Yandell Truckaway has been serving the Northern California wine industry. Throughout that time we have prided ourselves by staying at the forefront of technology, making our operations more efficient and environmentally friendly. With the introduction of the Tesla Semi truck, we are looking forward to ushering in the most substantial and groundbreaking piece of technology the trucking industry has ever seen,” the COO said.
The executive made it clear that the 10 Tesla Semis Yandell Truckaway ordered are intended to replace the trucks that the company is currently using. Eventually, Yandell plans to transition its fleet into zero-emissions trucks. With this in mind, the trucking veteran is laying the groundwork to prepare for the deployment of its Tesla Semi fleet, as well as its succeeding sustainable initiatives. A huge part of this will be the company’s charging infrastructure, which will likely be a key factor in determining whether or not its EV trucking push will succeed.
- The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)
- The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)
- The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)
- The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)
- The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)
- The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)
The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)
To address the charging needs of its upcoming electric truck fleet, the COO stated that Yandell is looking to set up a new building that will include solar panels that will help provide the power that will charge its Tesla Semis. Other electric trucks that the company plans to use, as well as electric-powered forklifts for its warehousing operations, will be charged using this upcoming building as well.
The Tesla Semi holds the potential to disrupt the lucrative trucking market. To allow the vehicle to be competitive, Tesla designed its truck to capitalize on the strengths of EVs as much as possible. The Semi is equipped with four Model 3-derived electric motors, which allow the long-hauler to accelerate from 0-60 mph in 5 seconds flat while bobtailing. With a full load, the Semi is capable of hitting highway speed in around 20 seconds, far quicker than diesel-powered trucks. The Semi will also feature a unique “Convoy Mode,” which would allow multiple trucks to semi-autonomously draft close to each other.
The Tesla Semi was initially announced for production in 2019, though this date has been adjusted for 2020. The company has hinted at improvements in the Semi since its unveiling, with Elon Musk teasing that the production long-range variant of the truck will have closer to 600 miles of range per charge.
Watch some sleek drone footage of the Tesla Semi in its visit to Yandell Truckaway in the video below.
https://youtu.be/JLtJ7SeZehQ
News
Tesla Full Self-Driving v14 ‘Lite’ Release Notes: new capabilities and features
Tesla released the Full Self-Driving v14 ‘Lite’ suite to owners of Hardware 3 or AI3 vehicles today, adding several new features to the vehicles that were once believed to be capable of unsupervised self-driving.
Now, Tesla has released this modified suite to older Tesla vehicles, adding plenty of new features and capabilities.
Here are the full release notes for the suite:
- Distilled the intelligence from HW4 V14 into HW3. This allows HW3 to directly learn how to handle scenarios using HW4 V14 as a guide. This process unlocks the improvements that have been made to HW4 including Reinforcement Learning (RL) and offline models for HW3.
- Improved both proactive and reactive responsiveness across a wide variety of categories including navigation handling, merges and forks, pedestrian interactions, traffic lights, and vehicle cut-in scenarios.
- Improved general comfort in nominal scenarios through fewer false slowdowns, smoother steering and more consistent lane centering.
- Introduced parking, unparking, and reversing capabilities.
- Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, or at the Curbside.
- Speed Profiles are now available at all times, to further customize driving style preference.
These improvements, according to Tesla’s Head of AI, Ashok Elluswamy, help distill the driving behavior from AI4’s v14 series into both the camera and compute configurations of AI3.
Tesla Full Self-Driving v14 ‘Lite’ for older cars finally gets released
He added:
“It includes destination options and speed profiles on city roads, but more importantly significantly improved safety. We hope you’ll enjoy it, once the build ships wide.”
FSD v14 Lite is now rolling out to AI3 early-access customers. Based on the feedback, will rollout to more customers over the next few weeks.
This build distills the driving behavior from AI4’s v14 series into both the camera and compute config of AI3. It includes destination…
— Ashok Elluswamy (@aelluswamy) June 29, 2026
Tesla will continue to roll out the v14 Lite suite more widely in the coming weeks, the company said.
News
Tesla Full Self-Driving v14 ‘Lite’ for older cars finally gets released
Tesla has finally released its Full Self-Driving v14 ‘Lite’ suite for older cars that equip the Hardware 3 or AI 3 chip, which have not been able to handle the newest versions of the company’s driver assistance software.
Tesla officially started releasing the v14 Lite suite to owners in the Early Access Program last night. The company’s Head of AI, Ashok Elluswamy, said that the rollout will continue over the next few weeks. The build distills the driving behavior from AI4’s v14 series into both the camera and compute configurations of an AI3 car.
🚨 Tesla is releasing v14 Lite for AI3 owners who are in early-access
This will give AI3 cars the ability to experience new FSD features like parking preferences. https://t.co/pp6Q5FOKoz pic.twitter.com/tqexMB8SVy
— TESLARATI (@Teslarati) June 29, 2026
It also includes a variety of new features that were available to AI4 cars running v14, including:
- Start Self-Driving from Park
- Arrival and Parking Options
- Speed Profiles
The release is highly anticipated because those owners with AI3 vehicles were early adopters into the FSD platform and were promised that their cars would be capable of achieving Full Self-Driving.
However, Tesla CEO Elon Musk admitted during the company’s recent Q1 Earnings Call that these vehicles would not be capable of achieving unsupervised Full Self-Driving, which is what Tesla had originally said.
Owners were not pleased with this answer, or the idea that their commitment to buying the suite outright for thousands of dollars would not yield the ability to drive without operating the car. Tesla gave some solutions for this, including a discount on a new car, or an upgrade to an AI4 or AI5 self-driving computer and new, upgraded cameras.
Tesla owners do not seem pleased with these options, as they require giving the company more money.
Nevertheless, it is important to note that Tesla came through for owners here by releasing v14 Lite before the end of Q2, something it had promised owners during the previous Earnings Call. Tesla has had trouble keeping up with timelines, but this is a big achievement for the team.
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Tesla Q2 delivery consensus confirms this long-standing theory
Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.

Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.










