Tesla will be holding a delivery event for the Tesla Semi
Tesla
Verified Tesla stock owners are now part of a random draw to attend an event that will change the world. On December 1, Elon Musk will deliver the first Tesla Semis to Pepsi Co. This event will mark the day the trucking industry got shaken up, and the day the transportation business got electrified. Tesla shareholders can be there.
Martin Viecha, Tesla's Head of Investor Relations, tweeted: If you want to attend the Semi delivery event as a retail shareholder, please make sure you have a verified shareholder status on our IR website (unverified manual submissions are eligible if the paperwork is correct). We'll be doing a random draw where 1 share = 1 entry. He also shared the tweet from Tesla announcing the Shareholder Platform, which enables retail traders to verify their Tesla stock in minutes.
Return of the Tesla Event
The event itself is one thing; it also signifies the return of the Tesla experience. Musk and his team have held parties for years to show off some of their new ideas to enthusiasts and fans. Many people responded to Viecha's tweet, hoping to be invited and looking forward to Tesla's latest launch event. Of course, the company would not be holding an event if Musk handed the Tesla keycards to some Pepsi delivery truck drivers. The event could serve as a relaunch. It's been five years since the CEO rolled onto the stage in this massive vehicle he referred to as a beast. Therefore we may require a refresher, and it would be an opportunity for Musk to reiterate all the details of the Semi and how they match or exceed what he promised in 2017.
What We Know About the Semi
Here's a quick recap of what Musk has said the Semi would be able to do. Firstly, it will reach 60 miles per hour in five seconds, 20 seconds at the fully loaded maximum 80,000 pounds gross vehicle weight. It has a 500-mile range at maximum load weight and highway speeds. Megachargers (already installed at Pepsi in California) take an empty Semi to 70% in 30 minutes; that will be enough for 350 miles and last about six hours of driving.
Musk guaranteed the Semi would not break down for a million miles. He made the promise because of the vehicle's independent drivetrains, should one shut down, the others would take over. It also has thermal nuclear glass, a big deal because windshields are regularly replaced on trucks for safety concerns. That downtime won't impact Tesla's Semi.
These are just a few highlights. More about the Semi can be found in our story, Everything We Know About the Semi. Or you could be one of the lucky shareholders invited to the event on December 1 and find out for yourself.
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Thanks to Tesla Yoda on X, we have found out that Tesla’s Robotaxi fleet is registered on the Texas Department of Transportation’s public-facing Automated Vehicle Deployment website. This makes the fleet’s movements publicly viewable and trackable, and marks a first for Tesla.
This isn’t just any old FSD test - this is the first officially acknowledged, government-tracked, and sanctioned deployment of a Tesla Model Y operating as a ride-share vehicle. But that’s not all - Texas DOT’s tracker notes that the Tesla does not have a safety driver.
View on the Map
Visitors to the Texas DOT website can filter for “Tesla”, and see, currently, a single active vehicle operating in the Austin Metro area. According to the state’s official data, here’s what we know:
Company: Tesla
Description: Ride-share service
Status in Texas: Testing
Safety Driver: No
The final point is definitely the most significant here. While Tesla has been testing FSD with safety drivers for some time in Austin and LA for employee-only testing, this is the first time that a vehicle has been officially registered and deployed on public roads without a human behind the wheel for safety.
The fact that there is no safety driver officially shifts the liability from the occupant of the driver’s seat to Tesla, for the first time in a public setting. That’s already pretty significant - we previously dove into how Tesla plans to insure its own vehicles, and potentially owner vehicles in the Robotaxi fleets.
The status currently lists Tesla as “Testing,” confirming that the service isn’t available to the public, but this is expected to change in the coming weeks.
This testing phase is likely part of a short but crucial period that lets Tesla capture data on the safety levels of its current iteration of Unsupervised FSD without a driver supervising. Tesla already stated that they’d be avoiding difficult areas, so this testing can also expose additional areas Tesla may want to avoid, such as school zones or blind driveways.
Tesla will need to prove, both internally and externally, that FSD Unsupervised has the necessary performance to safely navigate the streets without any incidents.
Regulatory Milestone
For years, the concept of a Tesla Robotaxi has been a future promise. Now, it's a present-day reality, albeit in a testing capacity.
Having an official government body list a Tesla as an active, driverless vehicle shows that they’ve been able to clear regulatory hurdles, which Tesla has often pointed to as the issue. It demonstrates a level of confidence from both Tesla and Texas regulators in the system's capabilities.
While it's just a single vehicle for today, we’ll likely see this list slowly expand over time. Alongside being able to track Robotaxi incidents at the City of Austin’s website, we’ll be able to closely watch Tesla’s progress with its first Robotaxi deployments.
The road to bringing FSD to Europe has been a long and complex one and filled with regulatory and bureaucratic hurdles. Elon Musk, as well as other members of Tesla’s AI team, have previously voiced their grievances with the regulatory approval process on X.
However, it appears that there is finally some progress in getting things moving with recent changes to upcoming autonomy regulations, but the process still seems slow.
Waiting on the Dutch
Elon commented on X recently, stating that Tesla is waiting for approval from Dutch authorities and then the EU to start rolling out FSD in Europe. Tesla is focusing on acquiring approvals from the Dutch transportation authority, which will provide them with the platform they need to gain broader acceptance in Europe. Outside of the Netherlands, Tesla is also conducting testing in Norway, which provides a couple of avenues for them to obtain national-level approval.
The frustration has been ongoing, with multiple committee meetings bringing up autonomy regulation but always pulling back at the last second before approving anything. The last meeting on Regulation 157, which governs Automated Lane Keeping Systems, concluded with authorities from the UK and Spain requesting additional time to analyze the data before reaching a conclusion.
Tesla, as well as Elon, have motioned several times for owners to reach out to their elected representatives to move the process forward, as it seems that Tesla’s own efforts are being stymied.
This can seem odd, especially since Tesla has previously demoed FSD working exceptionally smoothly on European roads - and just did it again in Rome when they shared the video below on X.
— Tesla Europe & Middle East (@teslaeurope) June 12, 2025
DCAS Phase 3
While the approval process has been slow, Kees Roelandschap pointed out that there may be a different regulatory step that could allow FSD to gain a foothold in Europe.
According to Kees, the European Commission is now taking a new approach to approving ADAS systems under the new DCAS Phase 3 regulations. The Commission is now seeking data from systems currently operational in the United States that can perform System-Initiated Maneuvers and don’t require hands-on intervention for every request.
This is key because those are two of the core functionalities that make FSD so usable, and it also means that there may not be a need to wait years for proper regulations to be written from scratch. Now, the Commission will be looking at real-world data based on existing, deployed technology, which could speed up the process immensely.
What This Means
This new, data-driven regulatory approach could be the path for Tesla to reach its previous target of September for European FSD. While the cogs of bureaucracy are ever slow, sometimes all it takes is a little data to have them turn a bit faster in this case.
Alongside specific countries granting approval for limited field testing with employees, there is some light at the end of the tunnel for FSD in Europe, and hopes are that a release will occur by the end of 2025. With Europe now looking to North America for how FSD is performing, Tesla’s Robotaxi results could also play a role.