Electric Truck Order
Tesla Selected for Major Electric Truck Order Alongside Broad Technology Expansion
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Key Points
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ZET SCALE’s order was assembled by combining freight demand from several founding shippers, including Microsoft and PepsiCo, allowing manufacturers to compete for a larger consolidated fleet order than an individual shipper might offer.
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Grok’s new Connector functionality is intended to let the assistant take action across services—for example, checking an inbox, comparing a reservation with the user’s calendar and incorporating the information into a travel itinerary—rather than merely answering questions.
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The Model Y L’s third row was reportedly usable for adults, but legroom depends substantially on how occupants adjust the first and second rows; the vehicle otherwise retains a front-row experience broadly similar to the standard Model Y.
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Czechia’s FSD Supervised clearance reportedly came through recognition of the Netherlands’ provisional type approval, making Czechia the seventh European Union member state to authorize the system for use on public roads.
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Tesla’s Optimus industrialization effort reportedly includes qualifying additional Chinese suppliers while expanding U.S. manufacturing infrastructure, indicating that the program is moving beyond prototypes toward a scaled production system.
Tesla has been selected as the primary manufacturer for ZET SCALE's proposed 2,500-truck electric Class 8 order, marking a major win for the company's commercial vehicle ambitions Reuters. The order was assembled by combining freight demand from several founding shippers, including Microsoft and PepsiCo, allowing manufacturers to compete for a larger consolidated fleet than an individual shipper might offer Reuters. Though Kenworth, RIDE and Volvo are also participating, Tesla's selection underscores growing demand for electric heavy-duty trucks in commercial logistics.
How the Consolidated Truck Order Works
ZET SCALE assembled this massive order by pooling freight demand from multiple major shippers into a single procurement. Companies like Microsoft and PepsiCo combined their fleet needs, giving manufacturers reason to bid aggressively Reuters. This approach lets shippers negotiate better prices and delivery terms than they could alone. The final number of Tesla Semis remains undisclosed because several manufacturers are sharing the order.
Tesla Expands FSD Approval Across Europe
Tesla has continued rolling out supervised Full Self-Driving in Europe, with a reported recent approval in Czechia making it the seventh EU member state to authorize the system for public roads Reuters. Czechia's clearance reportedly came through recognition of the Netherlands' provisional type approval, streamlining the regulatory process Reuters. However, Musk's offer to license FSD to other automakers has not been accepted so far, keeping the technology exclusive to Tesla vehicles.
Grok Gets Hands-On Abilities Beyond Chat
Tesla is integrating xAI's Grok assistant with new Connector functionality that goes beyond answering questions Reuters. Grok can now handle voice-controlled tasks like checking email, reviewing calendars, accessing files and incorporating information into travel plans Reuters. This transforms the assistant from a conversational tool into one that takes action across multiple services. The expansion reflects Tesla's broader push to embed AI deeper into vehicle and software experiences.
Model Y L Targets Practical Family Transport
Tesla is testing a six-seat Model Y L designed as a more practical family vehicle, featuring a usable third row for adults and suspension settings tuned for rear-passenger comfort Reuters. Legroom in back depends substantially on how occupants adjust the front and second rows Reuters. The vehicle otherwise keeps the front-row experience similar to the standard Model Y. This addresses consumer demand for three-row seating without requiring an entirely new platform.
Optimus Moves From Prototype to Mass Production
Tesla's industrialization effort for its Optimus humanoid robot reportedly includes qualifying additional Chinese suppliers while expanding U.S. manufacturing infrastructure Reuters. These moves signal the program is advancing beyond prototypes toward scaled production Reuters. The dual sourcing strategy suggests Tesla is serious about ramping output and managing supply-chain risk. Optimus represents one of Tesla's longest-term bets alongside the Roadster and high-speed tunnel transportation projects.
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