I'm glad someone is finally on the record saying that. I believe this is the reason Tesla service has been under-resourced this whole time. They were working on the best service is no service, and it's taken as long as FSD.
@@MrFYoung Well sadly the trugh is that machines require service. Yes some way less than others but none have a requirement of 0. Moving parts will always be moving parts. I for one dislike Teslas approach to service in Germany for example. Its very lackluster sadly.
@@joecummings1260 There is obviously a need for service! In his September presentation at IAA, Dan Priestley said that the present "pilot" fleet of Semis that Tesla is operating have >95% availability (i.e. 1.5 day per month would be service/repairs), and that he expects this availability to improve further. There is no hard data on the topic, but it seems that the availability of diesel trucks in fleets stand between 85 and 90%. He also said that in almost all cases, the trucks undergoing service or repair could be returned to service in less than 24 hours.
@craighermle7727 hymmm so companies that buy tesla semis will likely have large warehouse and factories with large roof areas perfect for massive solar installations. Combine with a mega pack to capture the energy and you have solution.
@@tedg1609 No, Elon is doing the disruption. The engineers you mention follow Elon because he is the driving force. Everyone wants to work for him because he has the ability to get these projects going. If any one else could, they would, but they don't. The sign of a good manager, is someone who gets everything in place so the workers can do there jobs in the most efficient manner. So with out Elon these engineers wouldn't be doing such great work, because the other CEOs are stuck in the past.
I’m convinced that Tesla semis and a Tesla work/delivery van would quickly nearly completely replace their ICE counterparts. Companies don’t have any kind of mental attachment to ICE vehicles. They care about cost of upkeep and purchase. Cost of upkeep on EVs is negligible compared to ICE.
Not necessarily true about the cost of maintenance. For instance, braking systems are far more complex and if everything is buried in an ECU needing specialist equipment to even access, then that scarcity is a new headwind. And the charging infrastructure. I'm not at all convinced that heavy goods need be electric. Much better to go to rail anyway.
@@CurtOntheRadio Trucking is what keeps the cost of rail transport honest. Without trucking the cost of goods would get out of control. Braking in an electric truck is not used much, regen does the job. And much better than engine braking as you get range back. Our diesel trains are actually electric with an onboard diesel generator. Why electric drive train motors? For the torque.
@@CurtOntheRadio "Not necessarily true about the cost of maintenance. " True, EVs need much more brakes, they are much heavier and need more tires, they must change their battery aevery year and have at least 5 recalls. Do you have any more FUD stories which are simply not true? BTW: Those EV 40 ton trucks are already very active in Europe. Scania, Volvo, Iveco sell like hot cakes. Mercedes will come soon. Tesla may be able to fight for a 5th place.
@@wolfgangpreier9160 We owned a hybrid Prius for 20 years and had over 350k miles when we sold it. I think we only had to have the brake pads replaced about every 80-100k miles. My Jeep for example needs new pads about every 40k. The regen braking system works so well the rotors and pads don’t have much wear. I’d think a full on EV would work just as well or even better since the regen braking system isn’t 20 year old tech.
You should make the semi with the smallest range only and put batteries in the trailer that need to go far away. This way, you simplify the construction chain and you can charge the trailer separately.
My son has a towing and recovery business, recovers and tows semi's for a living in the pacific NW. Even if these trucks never needed servicing, they still wreck, flip over, flip off the highway, over cliffs, into the Columbia river. Will my son be able to get the job done by putting a wrecker unit or rotator unit on one of these semi's and still have the power needed, enough charge on the truck? That's who these guys designing these trucks should be talking to. Get their input, let them test out a truck for Tesla.
About quarter of a million real miles. Not bad for a couple of years. Longer term should be brilliant. I was a Transport Manager ( international licence) in UK for 25 years.
Ha! Thanks for posting this. In all honesty I deliberately avoid pretty much all Tesla news because the volatility does give me heartburn. But i am always interested. That being said, your opinion is also always welcome.
@@t.d.5804 Did you miss the part where he said they designed for Europe from Day 1? Just because *you* haven't seen it yet, does not mean it doesn't exist. As for "made for that market, have you looked at the performance figures for the MB/ Volvo trucks? (Just for example)
@@rogerstarkey5390 Did you miss the point that the EU manufacturers are already running on the roads? Maybe Tesla can achieve 5th place sometimes in 2028-2030.
@@t.d.5804 "Too large, too long, wrong height of the main pin, 2 rear axles instead of one" 1. it's V1, 2: Do you have the measurements? 3: can't say about that, 4: Not necessarily a bad thing.
@@wolfgangpreier9160 If there is a large shift to electric trucking, the market share among electric truck manufacturers will be dictated by mass manufacturing capability. If Tesla is number 5 in 2030, I will be very impressed by EU manufacturers at that point.
Thanks so much for posting this Farzad. There is always something going on in this space and I was out of touch for over a week which is almost a month in Tesla land. I heard about this and am really glad I got to hear these speakers. The Tesla Semi is late... but it's going to be GREAT!!
But but. I have been told hydrogen is needed to get decent range and fast refueling. Have the legacy players and MSM been lying about the future of clean heavy duty trucking ?
not to mention have you seen hydrogen explode??? Its NOT PRETTY.. bonus no body disposal required. smh think people think and hydrogen leaks notoriously. so yeah if hydrogen weren't EXTREMELY STUPID Telsa would have done it.
It took a while to get started, but is being built at a rapid pace. Meanwhile a small number of semis are being built. Tesla has maybe 100 in service internally, and Pepsico has 30 some and adding another batch.
Building in the US is slower than China (or Mexico) due to government oversight. Once they really kicked off the factory build, they will be rolling out Semis within 18 months.
One adjustment will be other drivers adapting to the capabilities of these trucks. The lack of need for downhill breaking may change some of the downhill speeds. For surrounding drivers, they are NOT expecting that a Semi can accelerate as rapidly as we see from the Semi. And since this is battery power, rapid acceleration does not cause much loss of range, so drivers are likely to use it to shorten route times. An 80T loaded Semi doing 0-60MPH in < 20 sec will take a while for everyone to get used to. This is faster than empty diesel semis generally do today.
British Columbia has lots of low cost Hydro Power but lots of mountains. Having a full load going down the mountain provides lots (80%) or regeneration so the cost to power the vehicle is lower. BRILLIANT
Phenomenal. Everything this tesla leader says is with the customer in mind. His ethos is about making the best product to satisfy the customers needs. Profit and revenue follow as a result
I really wish Telsa would focus on thier mission statement of providing an affordable electric vehicle for the masses instead of the useless, unproductive, privileged, rich.
The currently fairly expensive vehicles build the cash and the product knowledge to build the killer $25k (and less) vehicles at massive (10+M/y) scale. I expect you will like what you see on 10/10.
Semi is not going to be a major product from a revenue standpoint however it’s extremely important when it comes to emissions and transportation of goods.
Well, d'oh! How about swapping half heavy drinks loads and half light chips loads to instead do all mixed (50/50) loads? Maybe not the same 'company' but the same actual company.
Class 8 weight limit is 80,000 lb. Apparently there is an exception for electric trucks allowing 82,000 lb. So a fully loaded electric is 2.5% heavier than a fully loaded diesel one. The bridges should be ok.
Its amazing to see a presentation done by people who know what they are talking about and personally worked on the project. I am so sick of companies doing this with pretty but clueless people remembering only few talking points.
Charging is the problem, many trucks go to many different and new destinations every day. There is no guarantee that you will go to one with on bay charging. This will take decades to build.
Adding to the 'disruption-of-transportation' with a commercial platform that lowers costs, improves reliability, and safety. Of course, in the North American market there will not be the acceptance seen in Europe and Asia, but as with Megapack orders, there is a 2 year backorder that insures the factory payback and production line increases. As with all products in the electrification space, there are 3 pillars; 1 ]production, 2] performance, 3] price. The only impediments to this paradigm are infrastructure grid and charging availability. Tesla's pullback in EV charging has created some uncertainty which will temper adoption, so addressing these issues over the next 2 years will accelerate sales. Catching up to China's 500kW charging network will be challenging. Even the US standard Level-3 250kW is too low/slow for many Chinese models.
As a driver of an artic of 11 years in the UK the cockpit is poor. Big columns inside the windscreen which means blindspots outside. Big mirrors outside when every European truck maker have done away with mirrors outside and replaced them with screens inside. The thing is too low so you can’t see traffic further down the road. No bunk, no fridge, probably no night heater. Where I work when I finish my 12 hour shift 5 mins later the next driver jumps in and does their 12 hour shift. No time for charging. I applaud the innovation but wouldn’t be my first choice of truck
I’m convinced these trucks will be extremely successful and we know the batteries are going to get cheaper and lighter for any given power output. I think adoption will be throttled by charging and energy supply infrastructure. Perhaps Elon will therefore move into seriously solving the energy problem. Can you imagine if Elon bought into manufacturing Nuclear SMRs.
Everyone in the truck industry is already making and selling Class 8 electric semi-trucks!!!! It will take Tesla years and years to make it to 3-5% market share. I'm expecting them to make less than 10,000 Trucks per year by 2035. - Freightliner (Ecascadia) - Kenworth (T680E) - Peterbilt (579EV) - Mack (MD Electric) - Volvo (VNR) - MAN - Hino (XL8) - Lion Electric (Lion 8) - Toyota (Tern) - BYD (8TT) - Scania - Edison Motors - Nikola ? - Etc.
@@DailyThingsInLife Most of them can do 250 - 300 miles but that's what the market wants. 70% of Class 7 and 8 trucks drive less than 100 miles per day (Local deliveries). This won't be easy for Tesla. Especially if these other manufacturers start using the new CATL and BYD batteries. Not an easy market for Tesla. Not to mention, there's currently no infrastructure for Electric Semi charging.
Less than 4000 heavy duty BEV trucks running in Europe at beginning of this year. Only 2600 >12 tonne gvw trucks were sold in 2023. 70% of them were Volvo.
@@mcsike7264 tell me how long a trucker will have to wait to fill its battery, with a 100 kWh charger? 100 + kWh chargers are rare even in major cities not to mention that infrastructure as almost always broken or busy. The Tesla semi is 1000 kWh, so you will take 10 HOURS, to charge a single semi with a faster charger. You don’t live in reality if you think it will replace ICE.
@@captaincucaracha were tf did you get 100kw from 😂 tesla semi uses megawatt charging and its 30 mins driver can take there brake for driving 500 miles while truck charges and chargers are at pepsi and are at place there is not alot yet but some are at rutes thats how this thing can do 1000 miles in a day sitting and waiting for nothing
@@mcsike7264 that’s not how it works, you don’t even work in trucking do you? Do you have a CDL? Do you work driving across 700 miles per day over 12 hours? Do you carry fully loaded 55000 lb loads of steel coil across state lines? Megawatt charging is impractical in most locations as you need direct connection to transmission lines, standard power lines don’t have the amount of power for this. This is an investment of nearly 100K per charger even more for new connections to transmission lines. If you have 1000 Tesla semis in a certain city, they will bottleneck to the available chargers, your absolutely ignorant to believe this could work as a practical replacement for ICE engines. Good luck in the summer when California has to turn off power for their BS public safety shut offs, not a single semi will get charged up and everyone with ICE engines will roll on by laughing at the sheep who thought the electrical grid can magically accommodate an entire industry and their requirement for energy
@@captaincucaracha hmm you do know you need electricity to pump gas right that 100k sounded like it came right out of your ass and like I said tesla use them to move things like parts and batteries from place to place also use to deliver cars as well and Pepsi use em daily sometimes 1000 miles a day look am not saying they will replace ice semis now so calm down keep your emotions in check well not gonna replace em yet also megawatt chargers are at some places already
Everything about how these semis work and operate indicates to me that it hugely favors large corporations (like pepsi) that can afford to build their own depots and run the trucks in that "slipseat" fashion. It seems like those truly long haul truckers, that are sleeping in the trucks and working independent will be among the last to adopt these Semis. I may be wrong though.
Replace "hugely" with "temporarily" and I would agree completely. Electric long haul trucking on varying routes over a continent needs a megacharger network to be obviously better than diesel.
I do not have a truck. But I can transport 8 people and can transport nearly 1 ton (inside) with my car. So far there is no electric alternative to my car (the manufacturer calls it a bus / almost a "truck"). So far the electric versions of my bus are a joke / toys 😢. But big family, lots of things to drive around, in need of all wheel drive and low temperatures (-20C / around 0F in winter... I have to keep my diesel!
VW iD Buzz long version long range would probably do the job. Seriously I was sceptical and electric vehicles are by no means perfect, but actually trying one was very interesting and changed my view.
Pepsi seems to have electricity. It's almost as if electricity is a pretty established technology. I don't think it is a Pepsi invention at all. But maybe, since Pepsi can do this, they should have the Pepsi charging network and serve the world? 😜
It’s a scam! Tesla Semis are not street legal in Europe and not practical on smaller, steeper and more curvy roads (there’s a reason, why lorries look different in Europe). Maybe Tesla should start producing (and selling!) trucks for the US market first?
@@davidpriestley3708 😄 I'm quoting reports from what actual truck drivers had to say about the idee autistic layout and sleeping quarters that truckers are used to. They had a list of complaints including to dim witted center seat layout. Tesslugh decided whats best on truckers behalf.
SOLUTION : FARM ENERGY, ftw.... Don't Fight The Systems ( Render them Obsolete🤔) Upgrade from Gold to Energy Trade. - GENERATE \ STORE \ CREATE Our Own Energy AND Energy-Backed E-Currencies. -RESOLVE Our Own National Debts.... Gold-based Money theory is $hit, IMO. An Energy-backed currency ISN'T rare, heavy & hard to store, or otherwise useless. It's both currency AND commodity. It's also hard to Monopolize....
I don't think FSD will be a high priority. Cutting fuel and maintenance costs will be enough to take over the market. Can then move to collecting FSD data. Trucks and cars use different routes and have different risks/priorities.
"Will the Tesla Semi include FSD" Yes ometimes but not a priority. "Could we see Robo Semis soon" on fixed routes? certainly. They are already being used. Just not from tesla.
500 mile/800 km range on a single charge, fully loaded. Pepsico has operated their trucks 1000 miles 1600 km in a single 24 hour period. And where are you going to get the hydrogen? All methods are higher cost and have significant energy waste compared to electric.
Eh, no. A decade ago, the weight of hydrogen storage tanks could compete with batteries, but because of the constant and rapid development of batteries that battle has been lost by hydrogen. Also, the costs of hydrogen and its availability makes it unattractive. The number of service stations that are connected to a national grid of hydrogen pipelines are too limited. And when needing trucks to supply H2 service stations it will become an infinite loop of losses. Finally, the time and costs for deploying H2- service stations far exceed that of super/mega-chargers.
1kWh/km, the beauty of the metric system ❤
Wow, it's not just a clip, there was a whole proper presentation. Can't wait to watch.
"Our goal is to eliminate service entirely"
Yes!
I'm glad someone is finally on the record saying that. I believe this is the reason Tesla service has been under-resourced this whole time. They were working on the best service is no service, and it's taken as long as FSD.
Sick. I always thought some medi semi’s have been laced with ai surveillance kit. Super cool.
@@MrFYoung Well sadly the trugh is that machines require service. Yes some way less than others but none have a requirement of 0. Moving parts will always be moving parts. I for one dislike Teslas approach to service in Germany for example. Its very lackluster sadly.
A heavy truck that requires no service???? Dude, put the crack pipe down for a while.
@@joecummings1260 There is obviously a need for service!
In his September presentation at IAA, Dan Priestley said that the present "pilot" fleet of Semis that Tesla is operating have >95% availability (i.e. 1.5 day per month would be service/repairs), and that he expects this availability to improve further.
There is no hard data on the topic, but it seems that the availability of diesel trucks in fleets stand between 85 and 90%.
He also said that in almost all cases, the trucks undergoing service or repair could be returned to service in less than 24 hours.
I wish they had had a couple of the drivers on stage to give their opinions
Another industry Elon is about to disrupt.
The more he fights climate change the more they hate him. I don’t get the logic. They only want their own approved people fighting climate change.
More accurately: the world’s best engineers at Tesla.
There's a slight problem with charging stations that are capable of charging a Semi.
@craighermle7727 hymmm so companies that buy tesla semis will likely have large warehouse and factories with large roof areas perfect for massive solar installations. Combine with a mega pack to capture the energy and you have solution.
@@tedg1609 No, Elon is doing the disruption.
The engineers you mention follow Elon because he is the driving force. Everyone wants to work for him because he has the ability to get these projects going. If any one else could, they would, but they don't.
The sign of a good manager, is someone who gets everything in place so the workers can do there jobs in the most efficient manner.
So with out Elon these engineers wouldn't be doing such great work, because the other CEOs are stuck in the past.
Thanks farzad for gathering this information!
Switzerland will love the Tesla semi
yep, electric love mountains with regenerative braking... up and back little charge loss at all.
Volvo already has electric semi trucks, they dont need tessy
Long range?@@yourlogicalnightmare1014
@@yourlogicalnightmare1014 less than 300km range trucks, what a joke.
@@yourlogicalnightmare1014maybe they don't need them, but they're going to get them.
I’m convinced that Tesla semis and a Tesla work/delivery van would quickly nearly completely replace their ICE counterparts. Companies don’t have any kind of mental attachment to ICE vehicles. They care about cost of upkeep and purchase. Cost of upkeep on EVs is negligible compared to ICE.
Not necessarily true about the cost of maintenance. For instance, braking systems are far more complex and if everything is buried in an ECU needing specialist equipment to even access, then that scarcity is a new headwind. And the charging infrastructure. I'm not at all convinced that heavy goods need be electric. Much better to go to rail anyway.
@@CurtOntheRadio Trucking is what keeps the cost of rail transport honest. Without trucking the cost of goods would get out of control. Braking in an electric truck is not used much, regen does the job. And much better than engine braking as you get range back. Our diesel trains are actually electric with an onboard diesel generator. Why electric drive train motors? For the torque.
@@CurtOntheRadio "Not necessarily true about the cost of maintenance. " True, EVs need much more brakes, they are much heavier and need more tires, they must change their battery aevery year and have at least 5 recalls.
Do you have any more FUD stories which are simply not true?
BTW: Those EV 40 ton trucks are already very active in Europe. Scania, Volvo, Iveco sell like hot cakes. Mercedes will come soon. Tesla may be able to fight for a 5th place.
@@wolfgangpreier9160 We owned a hybrid Prius for 20 years and had over 350k miles when we sold it. I think we only had to have the brake pads replaced about every 80-100k miles. My Jeep for example needs new pads about every 40k. The regen braking system works so well the rotors and pads don’t have much wear. I’d think a full on EV would work just as well or even better since the regen braking system isn’t 20 year old tech.
@@wolfgangpreier9160 I didn't claim those things, so you're strawmanning. We shall see.
You should make the semi with the smallest range only and put batteries in the trailer that need to go far away. This way, you simplify the construction chain and you can charge the trailer separately.
Thanks for this Farzad, as always.
It's a love fest! LoL. Hope this really takes off! I'd really love to breath cleaner air. Thanks.
It will be a boon for lung health in the cities.
Bottled air! jk @@Steve-318
Aah , the serenity!😊
My son has a towing and recovery business, recovers and tows semi's for a living in the pacific NW. Even if these trucks never needed servicing, they still wreck, flip over, flip off the highway, over cliffs, into the Columbia river. Will my son be able to get the job done by putting a wrecker unit or rotator unit on one of these semi's and still have the power needed, enough charge on the truck? That's who these guys designing these trucks should be talking to. Get their input, let them test out a truck for Tesla.
“400,000km, those are real world miles” 😂
About quarter of a million real miles.
Not bad for a couple of years.
Longer term should be brilliant.
I was a Transport Manager ( international licence) in UK for 25 years.
Challenges of an American😅 but those numbers are great numbers.
Ha! Thanks for posting this. In all honesty I deliberately avoid pretty much all Tesla news because the volatility does give me heartburn. But i am always interested. That being said, your opinion is also always welcome.
Imagine having regenerative braking on 18 wheels! As long as it saves money, they will buy it!
Regen only comes from the 8 drive wheels connected to the electric motors. No regen from the front or trailer wheels.
The semi drivers will likely buy a Tesla as their personal vehicle after they see the light
Diesel truck have ZERO chance of competing with Tesla truck
@@t.d.5804
Did you miss the part where he said they designed for Europe from Day 1?
Just because *you* haven't seen it yet, does not mean it doesn't exist.
As for "made for that market, have you looked at the performance figures for the MB/ Volvo trucks? (Just for example)
Mostly, there will be few use cases it won’t be practical for. Logging and mining trucks refuel 3-4 times a day.
@@rogerstarkey5390 Did you miss the point that the EU manufacturers are already running on the roads? Maybe Tesla can achieve 5th place sometimes in 2028-2030.
@@t.d.5804 "Too large, too long, wrong height of the main pin, 2 rear axles instead of one" 1. it's V1, 2: Do you have the measurements? 3: can't say about that, 4: Not necessarily a bad thing.
@@wolfgangpreier9160 If there is a large shift to electric trucking, the market share among electric truck manufacturers will be dictated by mass manufacturing capability. If Tesla is number 5 in 2030, I will be very impressed by EU manufacturers at that point.
Thanks so much for posting this Farzad. There is always something going on in this space and I was out of touch for over a week which is almost a month in Tesla land. I heard about this and am really glad I got to hear these speakers. The Tesla Semi is late... but it's going to be GREAT!!
But but. I have been told hydrogen is needed to get decent range and fast refueling. Have the legacy players and MSM been lying about the future of clean heavy duty trucking ?
Yes. They have been taking Gov money to do R&D in hydrogen without ever tying to make it work.
Edit: fat finger
Making hydrogen fueling station is extremely hard. Who is gonna make thousands of those
@@kimjinrabi1035 yeah an often overlooked fact. And who is gonna produce the fuel profitably?
not to mention have you seen hydrogen explode??? Its NOT PRETTY.. bonus no body disposal required. smh think people think and hydrogen leaks notoriously. so yeah if hydrogen weren't EXTREMELY STUPID Telsa would have done it.
Yes. The Gov gave them money to do research. That money has been spent. They failed. They lied. Thanks for the money.
A problem is that the semi factory in Nevada is being built at a snail's pace.
It took a while to get started, but is being built at a rapid pace. Meanwhile a small number of semis are being built. Tesla has maybe 100 in service internally, and Pepsico has 30 some and adding another batch.
Building in the US is slower than China (or Mexico) due to government oversight. Once they really kicked off the factory build, they will be rolling out Semis within 18 months.
Where can i find how many Semi's are made so far? Is thing is as huge as model 3?
About 100 produced so far. Another few 100s may happen in 2025. Once the new factory ramps up late in 2025, there will be rapid expansion.
One adjustment will be other drivers adapting to the capabilities of these trucks. The lack of need for downhill breaking may change some of the downhill speeds.
For surrounding drivers, they are NOT expecting that a Semi can accelerate as rapidly as we see from the Semi. And since this is battery power, rapid acceleration does not cause much loss of range, so drivers are likely to use it to shorten route times.
An 80T loaded Semi doing 0-60MPH in < 20 sec will take a while for everyone to get used to. This is faster than empty diesel semis generally do today.
How about plate recharge and replace? Like byd does.
British Columbia has lots of low cost Hydro Power but lots of mountains. Having a full load going down the mountain provides lots (80%) or regeneration so the cost to power the vehicle is lower. BRILLIANT
Very worthwhile informative video.
Phenomenal. Everything this tesla leader says is with the customer in mind. His ethos is about making the best product to satisfy the customers needs. Profit and revenue follow as a result
If coke does not add Tesla,Pepsi will have the greater market cap very soon.
coke tastes better so I doubt it
Who knew that they were owned by the same company. It’s called Pepsico (short for PepsiCoke)
Exactly ( Same Company ) similar to Oldsmobile vs Regal , but both were GM products.
Nope, they are not. Coke is owned by the Coca Cola company, which is completely separate PLC from PepsiCo, they have been competitors for 100 years+.
The initial comment and thread that follows, shows just how unintelligent the casual TH-cam audience is.
This will save companies lots of money for sure and will help the environment a no brainer 👍
Imagine a fleet of these semis moving supplies for the city on Mars... 🤯
What a great presentation and excellent presenter.
I really wish Telsa would focus on thier mission statement of providing an affordable electric vehicle for the masses instead of the useless, unproductive, privileged, rich.
@@bman1990 tesla mission is to accelerate the transition to sustainable energy.... nothing about cheap stuff.
The currently fairly expensive vehicles build the cash and the product knowledge to build the killer $25k (and less) vehicles at massive (10+M/y) scale. I expect you will like what you see on 10/10.
I wanted to watch this. You delivered. Excellent stuff. Go Tesla!!! PS I wonder how the others stack up against Semi?🤔
Semi is not going to be a major product from a revenue standpoint however it’s extremely important when it comes to emissions and transportation of goods.
Most of Europe has a maximum width of 2.55m for trucks while Tesla Semi is 2.59m.
How does Tesla plan to comply with this?
Is the reverse door useful for drivers that need to go back and forth attaching the trailer? Any truckers here?
This guy should be on Tesla earnings calls. Very clear.
If widespread megawatt charging using clean energy becomes possible, the trucks will be great.
Well, d'oh!
How about swapping half heavy drinks loads and half light chips loads to instead do all mixed (50/50) loads? Maybe not the same 'company' but the same actual company.
What about the increased weight of the semi due to battery’s? I heard that bridges in the US won’t handle the additional load.
Its not that heavier than a normal semi
Class 8 weight limit is 80,000 lb. Apparently there is an exception for electric trucks allowing 82,000 lb. So a fully loaded electric is 2.5% heavier than a fully loaded diesel one. The bridges should be ok.
@@richiehart7858 fun fact the tesla semi is 26000 pounds so not that far off a diesel semi so our roads should be fine like you said
I could have overlooked the H2 IED on background mural, let alone the Segway!
Why Not let the Truck load with two Chargers?
There are limits on the rate the batteries can ingest the charge.
How about cost of fuel : diesel vs electric?
Close your eyes and you’ll hear Commander William Riker 😂
Yes. Absolutely. I do indeed concur. Wholeheartedly!
@@HAL9000_ICantDoThat A simple “yes” would suffice number one. 😜
short haul electric is the most logical and eco friendly option, this is where electric should have started.
Several other European makers are producing short haul EV trucks
Hauling sugar water...Really good use of that technology!
FARZAD💪❤
Semi can be a big deal if they can really ramp it to scale. Would be wonderful to have the roads full of them.
1,000 per week from Nevada
Sick of breathing diesel fumes and hearing jake brakes!
Not if you are Freightliner! They sold just 97k semis in 2023. Tesla plans on selling 50k! Imagine losing half your sales in just a year.
@@davidbeppler3032 Probably not half in a year, but give it a few, the companies sticking with diesel will have to scale down painfully.
@@geirmyrvagnes8718 Tesla expects to build 50k semis a year in 3 years. That is overnight to a company.
The semi is so awesome
That's really the point - get people over the mental blocks.
Its amazing to see a presentation done by people who know what they are talking about and personally worked on the project. I am so sick of companies doing this with pretty but clueless people remembering only few talking points.
Good point 🤔
That dude was very well prepared to deliver that info.
I love Elon but he does a very poor job usually of doing product demos. He never prepares.
Charging is the problem, many trucks go to many different and new destinations every day. There is no guarantee that you will go to one with on bay charging. This will take decades to build.
Adding to the 'disruption-of-transportation' with a commercial platform that lowers costs, improves reliability, and safety. Of course, in the North American market there will not be the acceptance seen in Europe and Asia, but as with Megapack orders, there is a 2 year backorder that insures the factory payback and production line increases. As with all products in the electrification space, there are 3 pillars; 1 ]production, 2] performance, 3] price. The only impediments to this paradigm are infrastructure grid and charging availability. Tesla's pullback in EV charging has created some uncertainty which will temper adoption, so addressing these issues over the next 2 years will accelerate sales. Catching up to China's 500kW charging network will be challenging. Even the US standard Level-3 250kW is too low/slow for many Chinese models.
Don’t forget the “gas” pedal
Underrated conversation that will be misunderstood and benefits unrealized by MSM and Wall Street
Poor guy had to practice say km for EU audience… and not say mile once. Except… “these are real world miles” I see the sweating there 😂
Once you can get past human fatigue management , and transition into fsd I’d love to see what effect that has on gdp and in turn inflation
As a driver of an artic of 11 years in the UK the cockpit is poor.
Big columns inside the windscreen which means blindspots outside. Big mirrors outside when every European truck maker have done away with mirrors outside and replaced them with screens inside.
The thing is too low so you can’t see traffic further down the road. No bunk, no fridge, probably no night heater.
Where I work when I finish my 12 hour shift 5 mins later the next driver jumps in and does their 12 hour shift. No time for charging.
I applaud the innovation but wouldn’t be my first choice of truck
Is this an assumption or have you been inside a Tesla Semi?
Tesla will trop mirrors in a heartbeat if they are allowed to.
Initial uses are dept based. There is space for overnight amenities once they are producing for these types of customers.
Elons companies (and the other staff too of course) make this stuff seem so obvious and easy
I can haul chips with a pedal bike
I know I am off topic here, but does anyone know what happened to the Tesla Economist Channel?
I’m convinced these trucks will be extremely successful and we know the batteries are going to get cheaper and lighter for any given power output. I think adoption will be throttled by charging and energy supply infrastructure. Perhaps Elon will therefore move into seriously solving the energy problem. Can you imagine if Elon bought into manufacturing Nuclear SMRs.
We are now waiting for the 200, 000 Robotaxis in Texas and then
for the 250,000 Semis in USA.😊
Purely local until battery tech gets much better.
It can do 1000 miles in a day just charge once
@@mcsike7264 40% of semis in the us are depot based.
@@davidpriestley3708 so get short range one XD
@@mcsike7264 Tesla semit has two versions. Standard is 300 miles/500 km. Long range is 500 miles/800 km.
@@davidpriestley3708 ya so?
Everyone in the truck industry is already making and selling Class 8 electric semi-trucks!!!! It will take Tesla years and years to make it to 3-5% market share. I'm expecting them to make less than 10,000 Trucks per year by 2035.
- Freightliner (Ecascadia)
- Kenworth (T680E)
- Peterbilt (579EV)
- Mack (MD Electric)
- Volvo (VNR)
- MAN
- Hino (XL8)
- Lion Electric (Lion 8)
- Toyota (Tern)
- BYD (8TT)
- Scania
- Edison Motors
- Nikola ?
- Etc.
yeah.... you are way wrong and will eat your words. enjoy that multi course meal you set yourself up for.
@@donfields1234 bag holders don’t enjoy reality
I checked out all of them and more than half of the trucks can only run up to 150 miles... That can't be real
@@DailyThingsInLife Most of them can do 250 - 300 miles but that's what the market wants. 70% of Class 7 and 8 trucks drive less than 100 miles per day (Local deliveries). This won't be easy for Tesla. Especially if these other manufacturers start using the new CATL and BYD batteries. Not an easy market for Tesla. Not to mention, there's currently no infrastructure for Electric Semi charging.
Less than 4000 heavy duty BEV trucks running in Europe at beginning of this year. Only 2600 >12 tonne gvw trucks were sold in 2023. 70% of them were Volvo.
A 2500 Ram van can be $60,000, Tesla needs to compete in COMMERCIAL FLEET vehicles.
Margin of Safety, Moat, Value are words that come to mind.
The Semi coming to Europe? Yay...
Tesla semi will work in europes city network, not americas vast interstate network, maybe in 10 years it can be attempted again but not now
They are already doing that in the usa doing 1000 miles a day
@@mcsike7264 tell me how long a trucker will have to wait to fill its battery, with a 100 kWh charger? 100 + kWh chargers are rare even in major cities not to mention that infrastructure as almost always broken or busy. The Tesla semi is 1000 kWh, so you will take 10 HOURS, to charge a single semi with a faster charger. You don’t live in reality if you think it will replace ICE.
@@captaincucaracha were tf did you get 100kw from 😂 tesla semi uses megawatt charging and its 30 mins driver can take there brake for driving 500 miles while truck charges and chargers are at pepsi and are at place there is not alot yet but some are at rutes thats how this thing can do 1000 miles in a day sitting and waiting for nothing
@@mcsike7264 that’s not how it works, you don’t even work in trucking do you? Do you have a CDL? Do you work driving across 700 miles per day over 12 hours? Do you carry fully loaded 55000 lb loads of steel coil across state lines? Megawatt charging is impractical in most locations as you need direct connection to transmission lines, standard power lines don’t have the amount of power for this. This is an investment of nearly 100K per charger even more for new connections to transmission lines. If you have 1000 Tesla semis in a certain city, they will bottleneck to the available chargers, your absolutely ignorant to believe this could work as a practical replacement for ICE engines. Good luck in the summer when California has to turn off power for their BS public safety shut offs, not a single semi will get charged up and everyone with ICE engines will roll on by laughing at the sheep who thought the electrical grid can magically accommodate an entire industry and their requirement for energy
@@captaincucaracha hmm you do know you need electricity to pump gas right that 100k sounded like it came right out of your ass and like I said tesla use them to move things like parts and batteries from place to place also use to deliver cars as well and Pepsi use em daily sometimes 1000 miles a day look am not saying they will replace ice semis now so calm down keep your emotions in check well not gonna replace em yet also megawatt chargers are at some places already
This video could do with editing.
As trump would say: Huuuge
If catch fire in under sea tunnels, can make it collapse due this tunnel was not design to withstand EV fire
How long till you see a Tesla semi at the summer nats running quarter miles
Wow the company sounds so much better with anyone other than Musk talking.
So many brilliant people at Tesla. They can keep things going when Elon is running DOGE. The Department Of Government Efficiency. 😊
@@malcolmrickarby2313 Yes Tesla is full of brilliant people but the only DOGE Elon is fit to run is the Department Of Geriatric Embarrassment.
Can they even ramp the cybertruck?
The 100k version or the $60k version?
They're already over 5000 per month.
Yes.
They're already selling more than all the other EV trucks combined
Different lines and yes
Everything about how these semis work and operate indicates to me that it hugely favors large corporations (like pepsi) that can afford to build their own depots and run the trucks in that "slipseat" fashion. It seems like those truly long haul truckers, that are sleeping in the trucks and working independent will be among the last to adopt these Semis. I may be wrong though.
Replace "hugely" with "temporarily" and I would agree completely. Electric long haul trucking on varying routes over a continent needs a megacharger network to be obviously better than diesel.
Can't charge when you sleep?
@@davidbeppler3032 No, you can't, because that is when your wife/partner is driving. American long haul trucking is a whole... culture? Yeah.
@@geirmyrvagnes8718 FSD is my copilot. While I sleep it will drive. It can charge when I sleep. That way I can be on the road for 20 hours a day. ;)
@@geirmyrvagnes8718. The one place where FSD would work would be interstates !
I do not have a truck. But I can transport 8 people and can transport nearly 1 ton (inside) with my car. So far there is no electric alternative to my car (the manufacturer calls it a bus / almost a "truck"). So far the electric versions of my bus are a joke / toys 😢. But big family, lots of things to drive around, in need of all wheel drive and low temperatures (-20C / around 0F in winter...
I have to keep my diesel!
VW iD Buzz long version long range would probably do the job. Seriously I was sceptical and electric vehicles are by no means perfect, but actually trying one was very interesting and changed my view.
Nice discussion, but full of strange cuts.
Yeah, I noticed that too.
Why is the CEO supporting drill baby drill? No Trump No Tesla. You lost the future
Can you haul 40,000 pounds in a trailer? Take your fun and get lost. Excitement doesn't feed people.
Who and how will these charge?. Right now only pepsi?
Pepsi seems to have electricity. It's almost as if electricity is a pretty established technology. I don't think it is a Pepsi invention at all. But maybe, since Pepsi can do this, they should have the Pepsi charging network and serve the world? 😜
It's answered in the video.
Great, thorough discussion. Lots of knobs to turn when you are changing the world.
It’s a scam! Tesla Semis are not street legal in Europe and not practical on smaller, steeper and more curvy roads (there’s a reason, why lorries look different in Europe). Maybe Tesla should start producing (and selling!) trucks for the US market first?
CATL equivalent battery, Plaid Motors and Regen on all wheels. Including on the tow trailer. Caravaning. Autonomous....
Annoying background noises ...
R. I. P. ⚰️ Nikola Motor in year 2025......
(MARK MY WORDS!) 😎
Agree
And rip peterbilt, scania, freightliner, and so one… in 2030
@@rare_wubbox360 Scania has sold more EV truck than all others bsiedes Volvo together. I don't know about the US manufcaturers.
I cursphe bacjground music drowning out narrators. It is totally amateur. No noise!
Exactly. I came to learn, not be subjected to someone else's taste in music.
SEMI has a different meaning in UK English
How about tractor trailer?
Not in Aus. We call it a Semi.
bfd
Knowing Elon, the puns are fully intended. Especially the naughty ones.
Fantastic direct from Tesla content. Super useful and inspiring
Wait till he gets the self driving mode up and running. Then there will be no drivers. That should be concerning.
We need more specs
Good stuff Farzad!
Pure excellence
The big question is: What's the ETA of FSD even Beta for Semi
Thanks, Farzad! I’m hoping that the RV community is as excited about this product as I am.
Weird that they never consulted actual truckers to address all the complaints of their ridiculous interior design
Even weirder that it never occurred to you that they did, and that maybe other drivers have a different opinion than you?
@@davidpriestley3708
😄 I'm quoting reports from what actual truck drivers had to say about the idee autistic layout and sleeping quarters that truckers are used to. They had a list of complaints including to dim witted center seat layout.
Tesslugh decided whats best on truckers behalf.
@@yourlogicalnightmare1014 Time will tell. Saving 50% on energy cost might affect opinions. 😊😊
SOLUTION : FARM ENERGY, ftw....
Don't Fight The Systems ( Render them Obsolete🤔)
Upgrade from Gold to Energy Trade.
- GENERATE \ STORE \ CREATE
Our Own Energy AND Energy-Backed E-Currencies.
-RESOLVE
Our Own National Debts....
Gold-based Money theory is $hit, IMO.
An Energy-backed currency ISN'T rare, heavy & hard to store, or otherwise useless.
It's both currency AND commodity. It's also hard to Monopolize....
Key questions: Will the Tesla Semi include FSD? Could we see Robo Semis soon?
I don't think FSD will be a high priority. Cutting fuel and maintenance costs will be enough to take over the market. Can then move to collecting FSD data. Trucks and cars use different routes and have different risks/priorities.
"Will the Tesla Semi include FSD" Yes ometimes but not a priority.
"Could we see Robo Semis soon" on fixed routes? certainly. They are already being used. Just not from tesla.
yes and caravans with one driver first, then full automation pending regulation approval.
They are so powerful, they can pull the extra weight of a diesel generator to charge their batteries.
Can’t wait to see Amazon driving Tesla delivery trucks instead of those fugly Rivian trucks
Large trucks need a lot of energy to transport heavy loads over long distances. Isn't hydrogen fuel cells better than electric batteries?
500 mile/800 km range on a single charge, fully loaded. Pepsico has operated their trucks 1000 miles 1600 km in a single 24 hour period. And where are you going to get the hydrogen? All methods are higher cost and have significant energy waste compared to electric.
Eh, no.
A decade ago, the weight of hydrogen storage tanks could compete with batteries, but because of the constant and rapid development of batteries that battle has been lost by hydrogen.
Also, the costs of hydrogen and its availability makes it unattractive. The number of service stations that are connected to a national grid of hydrogen pipelines are too limited. And when needing trucks to supply H2 service stations it will become an infinite loop of losses.
Finally, the time and costs for deploying H2- service stations far exceed that of super/mega-chargers.