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Tesla Semi to kick off Yandell Truckaway’s transition to an all-electric fleet

The Tesla Semi visits Yandell Truckaway. (Photo: Arash Malek)

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6 years ago

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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)

“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)

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.

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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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Cybertruck

Tesla analyst claims another vehicle, not Model S and X, should be discontinued

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7 hours ago

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January 29, 2026

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Credit: Tesla

Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.

Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.

In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.

The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.

Black said:

“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”

On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.

Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.

Tesla begins Cybertruck deliveries in a new region for the first time

The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.

The S and X do not fit in these plans.

Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.

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Elon Musk

SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO

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9 hours ago

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January 29, 2026

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Credit: SpaceX/X

In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.

The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”

Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.

With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.

Tesla announces massive investment into xAI

On January 21, both entities were registered in Nevada. The report continues:

“One of them, a limited liability company, lists SpaceX ​and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”

The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.

SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.

SpaceX IPO is coming, CEO Elon Musk confirms

The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.

At the World Economic Forum last week, Musk said:

“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”

He also said on X that “the most important thing in the next 3-4 years is data centers in space.”

If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.

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Elon Musk

Tesla hits major milestone with Full Self-Driving subscriptions

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12 hours ago

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January 29, 2026

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Credit: Ashok Elluswamy/X

Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.

Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.

This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.

In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.

Musk said on X:

“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”

The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.

It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.

The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.

Tesla is shifting FSD to a subscription-only model, confirms Elon Musk

Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.

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