Tesla deliveries the first semi trucks to Pepsi Co
Tesla
The first Tesla Semis have been delivered, and so has the promise to adhere to the company’s mission: accelerate the advent of sustainable transportation. Yes, it took five years from the first peek at the Semi and three years longer than initially projected, but the Semi is set to change the trucking industry the same way the Model S, 3, X and Y changed the automotive industry.
While Tesla has been increasing the number of passenger vehicles it produces worldwide; these large trucks are not needed at the same level. The company states that 15 million passenger vehicles are sold in the U.S. every year, but only a couple hundred thousand big rigs. So why would Tesla put so much time and effort into something that doesn’t sell as many units?
Musk’s response, “it seems like a small percentage, but it (semi-trucks) is actually 20 percent of U.S. vehicle emissions. Because you’ve got a huge vehicle, and it’s being driven all the time.” Musk said, “Over a third of all the articulate emissions (are from semi-trucks). So, from a health standpoint, particularly in cities, this is a huge impact, like gigantic — that’s why we are doing it.”
The Semi is a Recruiting Tool for Truckers
Back in 2017, Elon Musk said he could drive a Tesla Semi. That was quite a statement, given that trucks this size usually come with anywhere from 10 to 18 gears. However, the CEO did just that five years later. He drove the newest member of the Tesla lineup to the event to deliver the Semi to Pepsi Co. Musk said, “It’s like driving a Tesla, literally.” That is because it’s built the same way with a single stalk to put the vehicle in drive, reverse, neutral or park. “It looks sick. I mean, you want to drive that! That thing looks like it came from the future… It’s fun. It looks awesome, there is a big shortage of drivers, so if you are a truck driver and want the most bad ass rig on the road - this is it.”
The Semi is known as the Beast
Senior Manager of Tesla’s Semi Engineering, Dan Priestley, explained why many people refer to the Semi as the beast. “(It has) three times the power than any diesel truck on the road right now. So you’ve got all the power you need to get the job done, but the other reason that it’s a beast is because it is efficient, you can go 500 miles on a single charge on one of these things. It’s the mix of those two - this is a game-changer. What’s awesome is both of those are enabled by our 1000-volt powertrain. This is the first vehicle we are doing with that.”
That max power combined with hyper-efficiency is due to a tri-motor power train system. One motor is for highway driving and will always be engaged, while the other two are for torque and acceleration. Those motors use the system straight out of the Model S Plaid powertrain. Priestly said, “These are clutched automatically. No driver input is needed. It is seamless.”
Musk commented on the Semi’s performance, “It looks crazy. It looks like an elephant moving like a cheetah.” He was also astonished at the size of the motor powering the Semi. It’s described as the size of a football, “I find it amazing that this enormous thing can be pulled by something that you can carry in your hands — it’s like, wow, that is power density.”
500-mile Range
The Semi has been tested in all conditions in the real world, in a lab and virtually. One of those real-world tests was proving the naysayers wrong by taking the Semi for a 500-mile drive, fully loaded, from Fremont to San Diego on just a single charge.
Elon Musk later revealed on Twitter that the Tesla Semi's current efficiency is about 1.7kWh/mile, but that there is a path for Tesla to make it even more efficient. It's not clear whether the additional efficiency could be achieved through software or if it would require hardware changes. The quoted 1.7kWh/mile efficiency is a pleasant surprise, as many were expecting the truck to have an efficiency of about 2kWh per mile.
V4 Superchargers
Speaking of charging, the new V4 Superchargers were also revealed. They produce 1 megawatt of energy and will be used for the Semi and the Cybertruck.
Tesla's Semi Delivery Event
Musk finished the event with this message: This is going to revolutionize the road, make the world a better place in a meaningful way.
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.
Tesla’s marketing has always been relatively unconventional, relying on word-of-mouth rather than traditional advertising. The passion of the owner’s community is always massive, but it is especially high now with the launch of the Robotaxi network just around the corner.
Tesla is now tapping into that spring of fan creativity and announced the TeslaVision video contest, with some seriously impressive prizes up for grabs.
Announcing the TeslaVision fan video showcase
Tesla owners & supporters have always been able to see our products & mission for what they truly are.
Your word of mouth has made Tesla what it is today.
The OGs will remember that in 2017, we held our first video contest. 8 years… pic.twitter.com/6pPpkqmqOH
The core of the contest is simple. Create a video that shows how your Tesla gives you more in life. Tesla is looking for submissions that highlight themes of freedom, safety, fun, and convenience.
Prizes
The prizes definitely make this contest worth entering if you’re good with a camera and have some basic video editing abilities.
For North America, the prizes include a brand new Model Y AWD Long Range, alongside an all-expenses-paid trip to Austin for a tour of Giga Texas. The grand prize winner will also be able to custom order their Model Y, allowing them to select their preferred wheels and color.
The two runners-up won’t get a Model Y, but they’ll also enjoy an all-expenses-paid trip to Giga Texas for a tour of the factory.
The travel and tour include lodging in Austin for 2 nights, as well as economy-class round-trip tickets from anywhere in North America. Tesla will also provide a vehicle for use during the trip.
For long-time followers of Tesla, this contest may feel familiar. The contest is a direct throwback to the 2017 Project Loveday contest, which was inspired by a letter to Tesla from a 10-year-old aspiring marketer. That contest was won by MKBHD, with his submission below:
How to Enter
If you’re ready to start filming, here are the key pieces of information you’ll need to know:
Video must be 90 seconds or less
Video must be uploaded to YouTube with a public URL
Make a post on X and Instagram tagging “@Tesla” and include the words “TeslaVision contest” in the post.
Provide links to both social media posts in your submission to Tesla’s form
Provide your personal details in the form
You have until July 17th, 2025, or until Tesla receives 10,000 entries, whichever comes first.