{"id":"f3271b04-7c10-4fed-906c-9e79e584bc89","modelId":"82914cf0-1c5a-490a-bff0-bae98ac89bb3","versionId":null,"locationId":"fdf937a9-5eeb-4e8d-a514-ef860b351b30","operatorId":"1c233b26-c407-43b0-8509-115a3d738eab","ownerId":null,"slug":"tesla-semi-pepsico-california","status":"active","firstSeen":"2022-12-01T12:00:00.000Z","manufacturerSerial":null,"reviewStatus":"reviewed","sources":[{"url":"https://www.cnbc.com/2022/12/16/pepsico-is-using-36-tesla-semis-in-its-fleet-and-is-upgrading-facilities-for-more-in-2023-exec-says.html","title":"PepsiCo using 36 Tesla Semis; Sacramento + Modesto split (Dec 2022)","sourceName":"CNBC"},{"url":"https://www.truckinginfo.com/news/pepsico-receives-tesla-semi-fleet","title":"21 Sacramento trucks; $4.5M SMAQMD grant for 18; Megachargers","sourceName":"Heavy Duty Trucking"},{"url":"https://www.benzinga.com/news/24/05/38936949/tesla-semi-fleet-grows-as-pepsico-takes-delivery-of-another-50-ev-trucks","title":"PepsiCo +50 Tesla Semis -> ~86 total; Fresno (May 2024)","sourceName":"Benzinga"}],"notes":"PepsiCo is the Tesla Semi's anchor fleet operator, taking its first trucks at Tesla's December 1, 2022 delivery event. The initial fleet of about 36 trucks split across two California sites: roughly 21 at PepsiCo's Sacramento bottling plant (heavier soda loads, ~100-mile local routes) and about 15 at Frito-Lay Modesto (lighter snack loads, ~425-mile hauls). A further 50 trucks began arriving the week of May 21, 2024, with Fresno cited as a delivery point, bringing the fleet to roughly 86. Each of the Modesto and Sacramento sites has four 750-kW Tesla Megachargers. 18 of the 21 Sacramento trucks and the Sacramento charging infrastructure were funded in part by a $4.5M grant from the Sacramento Metropolitan Air Quality Management District (CARB AB 617 / California Climate Investments); the Tesla Semi is also CARB-certified and HVIP-eligible. Note: this is a battery-electric fleet with driver-assist (Autopilot), not an autonomous deployment.","keyFacts":[{"label":"Operator","value":"PepsiCo (Frito-Lay Modesto + PepsiCo Beverages Sacramento + Fresno)"},{"label":"Fleet","value":"~36 initial (Dec 2022) growing to ~86 (May 2024)"},{"label":"Public funding","value":"$4.5M SMAQMD grant (18 Sacramento trucks + charging); HVIP-eligible"},{"label":"Verification","value":"VERIFIED operating fleet (multiple third-party confirmations)"}],"reviewNote":null,"createdAt":"2026-06-03T19:24:56.458Z","updatedAt":"2026-06-03T19:24:56.458Z","model":{"id":"82914cf0-1c5a-490a-bff0-bae98ac89bb3","companyId":"bde7c8a1-5d35-449d-93b0-2ac8e4601c16","modelName":"Semi","slug":"tesla-semi","description":"The Tesla Semi is a Class 8 battery-electric heavy-duty truck (325-mile and 500-mile range variants), unveiled in November 2017 with first deliveries to PepsiCo on December 1 2022. The registry records it at commercial maturity on the strength of PepsiCo's sustained, multi-site, multi-year fleet operation (Sacramento beverage and Modesto Frito-Lay), with additional independent pilots at ArcBest/ABF and DHL (first delivery December 2025). Critically, the Tesla Semi is a human-driven electric truck: every deployed unit runs with a driver, Tesla has made no Level 4 claim, and it removed Autopilot/FSD references from the Semi's marketing. Full autonomy is a roadmap claim only, so the registry does not wire the Semi to Tesla's FSD stack. Volume production at the dedicated Giga Nevada Semi factory is targeted for 2026 (a repeatedly-slipped Tesla target); production is still ramping. 2017-era pricing of $150k-$180k is a stale projection.","formFactor":"truck","maturityStage":"commercial","lifecycleState":"active","supersededByModelId":null,"specs":{"notes":[{"label":"Verified (electric-truck reality)","value":"A Class 8 battery-electric truck (325 + 500 mi variants), unveiled Nov 2017, first delivered to PepsiCo Dec 1 2022. PepsiCo runs a sustained multi-site fleet (Sacramento beverage + Modesto Frito-Lay); independent pilots with ArcBest/ABF and DHL (Dec 2025). All deployed units are HUMAN-DRIVEN."},{"label":"Stated-claim","value":"Volume production targeted 2026 at the dedicated Giga Nevada Semi factory (~50k/yr capacity) - repeatedly slipped (2019 -> 2022 low-rate -> 2025 -> 2026). 2017 pricing of $150k (300mi) / $180k (500mi) is a stale projection. Production is still ramping (pilot/low-rate)."},{"label":"Claimed / roadmap (NOT verified)","value":"Any autonomous/self-driving capability. The Semi is an electric truck, not an autonomous one: no enabled L4, no Tesla autonomy claim, FSD references removed from marketing. Recorded NOT wired to the tesla-fsd-bot brain (autonomy unverified)."},{"label":"Tesla family","value":"form_factor=truck; cohorts with autonomous-trucking AVs (Aurora, Kodiak, Bot Auto). Completes the Tesla physical-AI family alongside tesla-optimus, tesla-robotaxi, tesla-cybercab, and the tesla-fsd-bot brain - though the Semi's tie to FSD is roadmap, not realized."}],"range":"325-mile and 500-mile range variants (~500 mi headline)","autonomy":"human-driven today; autonomy is a roadmap claim only (no enabled/verified L4; Tesla removed FSD/Autopilot references from Semi marketing)","drivetrain":"battery-electric; ~500 mi at 80,000 lb; Megacharger / 750kW charging","formFactor":"truck (Class 8 battery-electric heavy-duty truck)"},"manufacturerSerial":null,"reviewStatus":"reviewed","sources":[{"url":"https://www.cnbc.com/2017/11/16/tesla-semi-truck-has-a-500-mile-range-ceo-elon-musk-reveals.html","title":"Tesla Semi unveiled (Nov 2017; 500-mile range variant)","sourceName":"CNBC"},{"url":"https://techcrunch.com/2022/12/01/tesla-reveals-long-awaited-semi-truck-and-begins-first-deliveries/","title":"Tesla begins first Semi deliveries to PepsiCo (Dec 1 2022, Giga Nevada)","sourceName":"TechCrunch"},{"url":"https://insideevs.com/news/661934/pepsico-fleet-tesla-semi-sacramento/","title":"PepsiCo Tesla Semi fleet (Sacramento beverage + Modesto Frito-Lay; route ranges)","sourceName":"InsideEVs"},{"url":"https://www.pepsico.com/en/newsroom/stories/2023/go-behind-the-wheel-with-pepsicos-first-tesla-semi-driver","title":"PepsiCo's first Tesla Semi DRIVER (human-driven; primary-customer confirmation)","sourceName":"PepsiCo (official)"},{"url":"https://www.ttnews.com/articles/tesla-semi-arcbest-pilot","title":"ArcBest/ABF Tesla Semi pilot (4,494 mi; human-driven fleet trial)","sourceName":"Transport Topics"},{"url":"https://electrek.co/2025/12/08/dhl-takes-tesla-semi-electric-truck/","title":"DHL Supply Chain takes first Tesla Semi (Dec 2025; customer base expanding)","sourceName":"Electrek"},{"url":"https://electrek.co/2025/04/28/tesla-gives-update-semi-factory-on-track-volume-production-2026/","title":"Tesla Semi factory update: volume production targeted 2026 (~50k/yr capacity)","sourceName":"Electrek"},{"url":"https://www.sec.gov/Archives/edgar/data/0001318605/000162828026026551/exhibit991.htm","title":"Tesla Q1 2026 SEC 8-K (Semi production ramp at dedicated Nevada factory)","sourceName":"SEC EDGAR (Tesla)"},{"url":"https://electrek.co/2022/12/03/tesla-semi-no-word-equipped-autopilot-full-self-driving/","title":"Tesla said nothing about Autopilot/FSD at Semi launch; refs removed (no L4 claim)","sourceName":"Electrek"}],"aliases":["Tesla Semi","Tesla Semi Truck"],"collisionRisk":"low","reviewNote":null,"manufacturerTermForTeleop":null,"createdAt":"2026-06-03T17:24:54.987Z","updatedAt":"2026-06-03T17:24:54.987Z","company":{"id":"bde7c8a1-5d35-449d-93b0-2ac8e4601c16","name":"Tesla","slug":"tesla","description":"Electric-vehicle and AI company (NASDAQ: TSLA), founded 2003 and headquartered in Austin, Texas, with a physical-AI program spanning three robotics fronts: a robotaxi ride-hailing service, the Optimus humanoid robot, and the forthcoming purpose-built Cybercab.\n\nRobotaxi: Tesla launched robotaxi service in Austin in July 2025 and operates in two markets as of mid-2026: Austin (unsupervised L4 driverless; small active fleet of ~14, of ~42 vehicles registered with the Texas DMV, late May 2026) and the San Francisco Bay Area (supervised L2 under a CPUC TCP permit; ~1,655 vehicles registered with CPUC but only ~9 active as of late May 2026, down from a ~168 peak in January 2026). The active US unsupervised fleet is ~20 (14 Austin / 3 Dallas / 3 Houston) and has declined since a late-2025 / early-2026 peak; registered counts far exceed the active operating fleet. The vehicles are 2026 Model Y cars running Tesla's Full Self-Driving / Autonomous Driving System. At its Q4 2025 earnings call (January 2026), Tesla announced plans to expand to seven additional US cities (Dallas, Houston, Phoenix, Miami, Orlando, Tampa, Las Vegas) in H1 2026; Dallas and Houston launched in April 2026, while the other five (Phoenix, Miami, Orlando, Tampa, Las Vegas) slipped to 'preparations underway'. The Austin operation carries a federally-mandated crash-reporting record (17 NHTSA-reported incidents July 2025 to March 2026, including two teleoperator-caused crashes; zero major crashes and no citations per Austin PD), and NHTSA has separately inquired into videos of erratic driving.\n\nOptimus: Tesla's humanoid robot, with Gen 3 mass production commencing at the Fremont factory on January 21, 2026. Notably, at the January 2026 earnings call Musk admitted that as of then zero Optimus robots were doing 'useful work' in Tesla's factories. Units at Fremont and Giga Texas are in a supervised learning and data-collection phase, not yet performing productive autonomous manufacturing work. Tesla committed $20B+ in 2026 capex toward Optimus, plans to convert its Fremont Model S/X lines to Optimus manufacturing (toward a stated 1-million-unit/year capacity by end-2026), and is constructing a dedicated Giga Texas facility, all production-capacity ambitions, with first productive internal deployment projected for late 2026 to 2027.\n\nCybercab: a purpose-built, steering-wheel-free dedicated robotaxi vehicle, with production expected to begin around April 2026, not yet the deployed service vehicle as of early 2026.\n\nTesla's physical-AI program operates under intense regulatory and public scrutiny, and is notable for the gap between its publicly stated targets and demonstrated results.","status":"public","founded":2003,"hq":"Austin, Texas, USA","fundingTotal":null,"type":"both","reviewStatus":"reviewed","sources":[{"url":"https://www.tesla.com/we-robot","label":"Tesla — Optimus","title":"Tesla — Optimus","mediaType":"article","sourceName":"Tesla","publishedAt":"2026-01-01"},{"url":"https://en.wikipedia.org/wiki/Optimus_(robot)","label":"Optimus (robot) — Wikipedia","title":"Optimus (robot) — Wikipedia","mediaType":"article","sourceName":"Wikipedia","publishedAt":"2026-01-01"},{"id":"1d8de986-2997-4108-846b-fa0e891bbaca","url":"https://techcrunch.com/2026/05/21/waymo-halts-freeway-rides-after-robotaxis-struggle-in-construction-zones/","label":"Waymo halts freeway rides after robotaxis struggle in construction zones","title":"Waymo halts freeway rides after robotaxis struggle in construction zones","mediaType":"article","sourceName":"Transportation & Auto News | TechCrunch","publishedAt":"2026-05-21T22:15:00.000Z"},{"url":"https://www.cbsnews.com/news/tesla-robotaxi-austin-14-crashes-nhtsa/","label":"Tesla robotaxi Austin launch, expansion plans, NHTSA erratic-driving inquiry","title":"Tesla robotaxi Austin launch, expansion plans, NHTSA erratic-driving inquiry","mediaType":"article","sourceName":"CBS News","publishedAt":"2026-02-17"},{"url":"https://techcrunch.com/2026/05/15/tesla-reveals-two-robotaxi-crashes-involving-teleoperators/","label":"Tesla's two teleoperator-caused robotaxi crashes; 17 NHTSA incidents unredacted","title":"Tesla's two teleoperator-caused robotaxi crashes; 17 NHTSA incidents unredacted","mediaType":"article","sourceName":"TechCrunch","publishedAt":"2026-05-15"},{"url":"https://electrek.co/2026/04/22/tesla-optimus-production-fremont-model-sx-line/","label":"Musk admits zero Optimus doing useful work; Fremont Model S/X line conversion to Optimus","title":"Musk admits zero Optimus doing useful work; Fremont Model S/X line conversion to Optimus","mediaType":"article","sourceName":"Electrek","publishedAt":"2026-04-22"},{"url":"https://electrek.co/2026/05/26/tesla-robotaxi-fleet-shrinking-not-growing/","label":"Tesla robotaxi active fleet shrinking (34 total/20 unsupervised, May 2026); safety bottleneck","title":"Tesla robotaxi active fleet shrinking (34 total/20 unsupervised, May 2026); safety bottleneck","mediaType":"article","sourceName":"Electrek","publishedAt":"2026-05-26"},{"url":"https://electrek.co/2026/04/18/tesla-robotaxi-launches-dallas-houston-small-geofences/","label":"Tesla robotaxi Dallas/Houston launch; fleet ~80 Austin; transparency/redaction record","title":"Tesla robotaxi Dallas/Houston launch; fleet ~80 Austin; transparency/redaction record","mediaType":"article","sourceName":"Electrek","publishedAt":"2026-04-18"},{"id":"9f27242c-8a18-4866-8859-e23d7692abd6","url":"https://techcrunch.com/2026/05/28/waymo-dominates-texas-autonomous-vehicle-registrations-as-tesla-trails-behind/","label":"Waymo dominates autonomous vehicle registrations as Tesla trails behind","title":"Waymo dominates autonomous vehicle registrations as Tesla trails behind","mediaType":"article","sourceName":"Transportation & Auto News | TechCrunch","publishedAt":"2026-05-29T00:14:35.000Z"},{"url":"https://www.cpuc.ca.gov/regulatory-services/licensing/transportation-licensing-and-analysis-branch/autonomous-vehicle-programs/autonomous-vehicle-program-permits-issued","title":"CPUC — passenger-transportation / AV program permits. Tesla holds a TCP (charter-party) permit for the CA Bay Area ride-hailing service; ~1,655 vehicles registered per CPUC TCP filings (reported late May 2026).","sourceName":"California Public Utilities Commission (CPUC)"},{"url":"https://www.bloomberg.com/news/articles/2026-05-28/tesla-reveals-its-texas-robotaxi-fleet-is-dwarfed-by-waymo-s","title":"Tesla's Texas robotaxi fleet is 42 vehicles (official TX DMV registration), dwarfed by Waymo's (May 28 2026)","sourceName":"Bloomberg"}],"keyFacts":[{"label":"Robotaxi fleet (active, late May 2026)","value":"~20 active unsupervised US-wide (14 Austin / 3 Dallas / 3 Houston); Bay Area ~9 active supervised, down from a ~168 peak in Jan 2026; ~1,655 registered with CPUC and 42 in Texas. Registered counts far exceed active."},{"label":"Robotaxi launch","value":"Austin, July 2025"},{"label":"Robotaxi vehicle","value":"2026 Model Y (FSD/ADS)"},{"label":"Announced expansion","value":"7 cities for H1 2026 (Q4 2025 earnings); Dallas + Houston launched Apr 2026, 5 delayed to 'preparations underway'"},{"label":"Austin safety record","value":"17 NHTSA incidents; zero major crashes / no citations (Austin PD)"},{"label":"Optimus production","value":"Gen 3 mass production started Jan 21, 2026 (Fremont)"},{"label":"Optimus reality check","value":"Musk (Jan 2026): zero doing 'useful work' yet"},{"label":"Optimus capacity target","value":"1M units/yr by end-2026 (plan); $20B+ 2026 capex"},{"label":"Cybercab","value":"Production expected ~April 2026 (not yet deployed)"},{"label":"wikipedia","value":"https://en.wikipedia.org/wiki/Tesla,_Inc."},{"label":"wikidata","value":"https://www.wikidata.org/wiki/Q478214"}],"aliases":["Tesla Inc","Tesla Motors"],"collisionRisk":"low","reviewNote":null,"createdAt":"2026-05-25T17:24:17.509Z","updatedAt":"2026-06-03T23:26:21.416Z"}},"version":null,"location":{"id":"fdf937a9-5eeb-4e8d-a514-ef860b351b30","name":"California","slug":"california","kind":"state","parentLocationId":null,"lat":null,"lng":null,"reviewStatus":"reviewed","aliases":[],"collisionRisk":"high","reviewNote":null,"createdAt":"2026-05-23T22:08:25.511Z","updatedAt":"2026-05-24T05:09:13.649Z"},"operator":{"id":"1c233b26-c407-43b0-8509-115a3d738eab","name":"PepsiCo","slug":"pepsico","description":"Multinational food and beverage corporation (NASDAQ: PEP; formed 1965 from the Pepsi-Cola and Frito-Lay merger). The anchor fleet operator of the Tesla Semi: it took the first Semis at Tesla's Dec 1, 2022 delivery event and runs them through Frito-Lay (Modesto) and PepsiCo Beverages (Sacramento) in California.","status":"public (NASDAQ: PEP)","founded":1965,"hq":"Purchase, New York, USA","fundingTotal":null,"type":null,"reviewStatus":"reviewed","sources":[{"url":"https://www.cnbc.com/2022/12/16/pepsico-is-using-36-tesla-semis-in-its-fleet-and-is-upgrading-facilities-for-more-in-2023-exec-says.html","title":"PepsiCo using 36 Tesla Semis in its fleet (Dec 2022)","sourceName":"CNBC"},{"url":"https://www.truckinginfo.com/news/pepsico-receives-tesla-semi-fleet","title":"More Tesla Semis to PepsiCo: 21 at Sacramento, $4.5M SMAQMD grant for 18","sourceName":"Heavy Duty Trucking"},{"url":"https://electrek.co/2023/04/12/tesla-delivers-fleet-tesla-semi-electric-trucks-pepsico/","title":"Tesla delivers a new fleet of Semis to PepsiCo (Apr 2023)","sourceName":"Electrek"},{"url":"https://www.benzinga.com/news/24/05/38936949/tesla-semi-fleet-grows-as-pepsico-takes-delivery-of-another-50-ev-trucks","title":"PepsiCo takes delivery of another 50 Tesla Semis (~86 total; Fresno; May 2024)","sourceName":"Benzinga"}],"keyFacts":[{"label":"Public","value":"NASDAQ: PEP"},{"label":"Tesla Semi","value":"Anchor operator; first delivery Dec 1, 2022; ~86 trucks across Sacramento/Modesto/Fresno CA"}],"aliases":["PepsiCo Inc","Frito-Lay","PepsiCo Beverages"],"collisionRisk":"low","reviewNote":null,"createdAt":"2026-06-03T19:24:55.999Z","updatedAt":"2026-06-03T19:24:55.999Z"},"owner":null,"derived":{"trustTier":"unverified","currentPosture":null},"jsonLd":{"@context":"https://schema.org","@type":"Event","@id":"https://registry.deploy.report/deployments/tesla-semi-pepsico-california","url":"https://registry.deploy.report/deployments/tesla-semi-pepsico-california","name":"Semi at California","identifier":"f3271b04-7c10-4fed-906c-9e79e584bc89","startDate":"2022-12-01T12:00:00.000Z","eventStatus":"https://schema.org/EventScheduled","location":{"@type":"Place","@id":"https://registry.deploy.report/locations/california","name":"California"},"organizer":{"@type":"Organization","@id":"https://registry.deploy.report/companies/pepsico","name":"PepsiCo"},"about":{"@type":"Product","@id":"https://registry.deploy.report/models/tesla-semi","name":"Semi"},"publisher":{"@id":"https://deploy.report/#organization"}}}