Tesla is holding an event to celebrate the opening of their new Tesla Semi Laredo, Texas service center, the first of its kind in Texas. "Witness the growth of our Semi network with a site tour, experience Semi on a ride-along and learn more about Service from our team." h/t @gheeunit, more info:

Tesla in 2017. 103,181 vehicles delivered. $11.8 billion in revenue. One main car factory in Fremont, plus Gigafactory Nevada. 1,128 Supercharger stations. A market cap around $50 billion. And "production hell." On July 28, 2017, as the first Model 3 keys went out, Elon Musk told Tesla employees: "Frankly, we're going to be in production hell... For at least six months, maybe longer." Legacy media and short sellers treated that year like a countdown to failure. Cash burn. Model 3 ramp headlines. JPMorgan publicly floated a short thesis. Commentators talked about bankruptcy risk as if it were inevitable. Tesla of 2017 was a car company fighting to survive while building the mass-market EV the industry said could not be done at scale. Tesla heading into 2027. Over 10 million vehicles delivered in total. Trailing twelve-month revenue above $100 billion. Factories in California, Shanghai, Berlin, Texas, and Nevada. 8,904 Supercharger stations. 84,465 connectors. Energy storage deploying at multi-GWh scale every quarter. A market value above $1.3 trillion. The product map is no longer "cars only." Full Self-Driving (Supervised): 1.74 million active subscriptions. Robotaxi rides with Cybercab started in Austin on September 3, 2026. Tesla Semi is in volume production in Nevada. Optimus production has begun in Fremont, with Texas under construction. And Elon Musk just said Tesla will wind down Cybertruck production at Gigafactory Texas around mid-2027 to make room for increased Cybercab production. That is the through-line. 2017: survive the ramp so the affordable car can exist. 2027: clear factory floor for autonomy at scale. Same founder. Same mission. Different decade. Legacy media wrote the obituary in 2017. Elon Musk kept building the company that outgrew the car label.

Tesla has updated its website with dedicated sections for Robotaxi and the Tesla Semi at the top. Also, the first thing you see when you go to the homepage is now the Tesla Roadster.

TESLA SAYS IT EXPECTS RISING DATA CENTER DEMAND TO CONTINUE DRIVING DEMAND FOR ITS PRODUCTS, THAT PRODUCTION HAS BEGUN FOR THE TESLA SEMI IN NEVADA AND OPTIMUS IN FREMONT, AND THAT IT PLANS TO REACH 400 MW OF AI TRAINING COMPUTE BY YEAR-END TO SUPPORT DEVELOPMENT OF VEHICLE AND HUMANOID ROBOT AUTONOMY SOFTWARE

Tesla shareholders letter on Monday, highlighting its 2026 progress and confirming its annual meeting for December 3 at Gigafactory Texas. Re-elect Elon Musk, Robyn Denholm and JB Straubel for three-year board terms. Tesla’s highlights include: • More than 10 million vehicles delivered to date • Model Y on track to be the world’s best-selling vehicle in 2026 • Robotaxi service expanded to 7 U.S. cities • Cybercab production started at Gigafactory Texas, with vehicles deployed in its Robotaxi fleet • Nearly 1.5 million paid FSD (Supervised) customers and over 15 billion cumulative miles driven • Tesla Semi launched and the next-generation Roadster unveiled • More than 130 GWh of energy storage deployed to date • Megapack 3 production started in Texas, alongside record deployments from Megafactory Shanghai • Optimus V3 prepared for mass production, with production lines being developed • Investments in battery production, chips and AI training

Tesla has opened about 5 Megacharger stations in the last couple of months already. The network is already scaling quite quickly. With the prices of diesel right now, the Tesla Semi is a no brainer.