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.
@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.
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.
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.
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.
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.
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
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
@@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 Too large, too long, wrong height of the main pin, 2 rear axles instead of one. Space is an issue here. Truckers will keep their trailers and will not buy new shorter ones. The Semi could be road legal here, but with the current config its unsellable. btw. the fair the IAA, is 20min away from me. It will take another 2-3 years for Tesla to sell anything here made for the local market
@@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.
Tesla best start building these in China, if they want volume production at reasonable cost. TEXAS plant is a money pit, non stop $$$ billions of construction with very low production...EVERY vehicle made there is sold at a loss! Way past time to ramp production and STOP spending!
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.
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.
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.
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....
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? 😜
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.
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.
This year's business plan contains a section called "Driver Retention" but that will NOT be the case in very near future business plans. Human drivers are needed to train the robots and in this industry the robots are the trucks. Every automated truck will eliminate between 1 to 2.8 jobs depending on hours on the road per truck. Greed wins again my soon to unemployed friends.
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.
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.
@@wolfgangpreier9160 I don't know which "ours" you mean. But Tesla is not happy with that for very heavy duty, and they would like more. I think they should know a thing or two. It seems they are using an earlier version of the MCS plug, but I worry that they will keep using it as they scale up. You CAN of course run on CCS, so I would "just" put CCS2 AND MCS on the truck for the global market, and have the same electronics running both of them and switching to the one that is active. Some more contactors going kachunk and it should be all safe and good. But the Tesla Semi in its current state has neither to my knowledge.
@@geirmyrvagnes8718 The European EV trucker. Tesla is far behind the others currently. Maybe they play catch up. IDK. There are already driving hundreds of short, medium and long range trucks in all possible sizes in Europe. Maybe they have less efficiency, less range, less load bearing less software but they exist and are used. Profitably.
@@wolfgangpreier9160 With a sales number in Europe of 0, I guess you can say they are behind. The technology seems to be far ahead. There should be market niches for everybody, but the ones that will be competing directly with the Tesla Semi for customers in the next few years should be worried. Just like a car manufacturer making something similar to a Model Y.
@@geirmyrvagnes8718 The others have begun to sell years ago and gather experience. Iveco starts their 2nd gen in 2025 without Nikola. Volvo has started their 4th generation already. Mercedes will join with their first E-Actros with LFP this year. Maybe others like Isuzu or Tata will follow soon. But that takes at least 2-3 years. Tesla wil join somewhere around 2028 maybe later. They got a long way to go. And they must make their vehicles in Europe. Truck imports have a 22% tariff. I personally hope that Tesla kicks the European manufacturers in the back and wakes them up so they increase their combined effort. But that will take time.
Diesel costs are higher in Europe so likely there are more cost savings and the USA has more long distance trucking routes which aren't so well suited to electric (need more range and/or more extensive charging network). Europe is basically a better fit.
At the december 2022 delivery of Semi they described how one axle is powered by an efficiency motor, the other axle has two motors more for torque and with clutch to disconnect them when they aren't needed. So they have two speeds sort of saying already.
I’d like to see someone reverse around a tight corner with one of these with the drivers seat in the middle. *not being negative I just would like to see it from the drivers point of view. I’m a semi driver in the Uk.
@mullerszable Does a Semi driver ALWAYS reverse the same side? Lets say to the Driver's side? If a left hand drive semi sometimes reverses to the right and a Right hand drive to the left, the "Centre position BAD" opinion loses credibility.
@@Mrkevino77 you don’t drive a semi do you. I do. I’m not saying it can’t be done but it’s a whole new technic that needs learning, you’d normally be looking out of the window over your shoulder even with cameras fitted and all the mirrors on the cab.
@@rogerstarkey5390 we don’t and a blind side reverse is very difficult and many drivers won’t attempt them without a banksman(another person outside the cab watching them back) many times you have to get out of the truck to see what’s going on.
What has changed in the semi in the two years since it was first delivered to Pepsi? Why has it taken 21 months to get the truck to whatever point it is at now?
They have made a pre production prototype, a production prototype and are learning what they have to do to produce 5000 of those in Nevada in a few months to overwhelm the market.
@@davidbeppler3032 yeah, I agree, Tesla delivered the working Semi. Just asking, if the last 21 months have been spent working out the kinks, what has been improved during that time?
I’m always annoyed when I hear a presenter say Product when referring to the truck. I hear this a lot on cooking shows explaining how good the product is…. Anyway end of rant.. continue on.
Ionity, Aral Pulse. Sadly not @ Tesla (400V), Not fastned, their roofs are too low. The trucks charge at normal sedan charge points. They want 250kW during the day and prefer 150kW over night.
@@donfields1234 Tesla does not take care of anything regarding truck chargers in Europe. 🤣😂 That is EU law the EU member states must follow, to build truck charging and parking spaces all throughout Europe specifically for the 200.000 truck fleet supporting the industry and citizens. And the existing trucks charge at Ionity, Aral Pulse, ENBW and others, just like every other car.
Should we wait until they actually have a factory to make them ???, at least 1.5 years until they have a chance of volume production. And like the CT ramping will be painfully slow. All your 100x headlines ,,,, TESLA should be at 10000.00 per share already!!!
FARZAD!! Thanks for your continuing excellent presentations!! I am sure your time is at a premium with a new baby!! It is amazing the work a 10 LB. human can keep you and PW so busy 24 /7!! Greetings from the sandy shores of Lake Huron, Ontario Canada!! GIDDYUP!!
No. Semi was shown in 2019. It was released to Pepsi in 2022. That is 3 years. Volume production of final design was planned for 2026 after all testing was complete.
True but your god Elon also said Semi production would start in 2021, not 2026. And before we get too excited can we wait for the actual Semi factory to be built out. Or just start counting the profit’s now..! Seems a little early to get excited like FSD early.
@@timsmith6815 Look who is taking Elon's word on timelines as gospel not to be touched by even global pandemics and who is not. It would seem that you are the one treating Elon as some sort of god.
No it will not 100x as the market advantage the Tesla had 2 or 3 years ago is gone the other manufacturers MAN / Scania / Daimler have very good rigs as well and they have an advantage that Tesla cannot build up they have a repair network all over the world if something on your truck breaks and it doesn't need to be a battery or engine component can be the mirrors tires what ever with the legacy makers you will get support with Tesla who knows when your problem will be fixed.
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.
Tesla has outgrown the age of Elon. He needs to be replaced. He sounds more and more like old man yells at cloud. Over 100 posts today that's 5150 levels.
"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.
Wow, it's not just a clip, there was a whole proper presentation. Can't wait to watch.
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.
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.
“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.
1kWh/km, the beauty of the metric system ❤
Imagine having regenerative braking on 18 wheels! As long as it saves money, they will buy it!
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 @@pillarwatch
Aah , the serenity!😊
Thanks farzad for gathering this information!
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+.
This will save companies lots of money for sure and will help the environment a no brainer 👍
I wish they had had a couple of the drivers on stage to give their opinions
Close your eyes and you’ll hear Commander William Riker 😂
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.
Underrated conversation that will be misunderstood and benefits unrealized by MSM and Wall Street
The semi drivers will likely buy a Tesla as their personal vehicle after they see the light
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.
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.
I could have overlooked the H2 IED on background mural, let alone the Segway!
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
This guy should be on Tesla earnings calls. Very clear.
A 2500 Ram van can be $60,000, Tesla needs to compete in COMMERCIAL FLEET vehicles.
We are now waiting for the 200, 000 Robotaxis in Texas and then
for the 250,000 Semis in USA.😊
Thanks for this Farzad, as always.
short haul electric is the most logical and eco friendly option, this is where electric should have started.
What a great presentation and excellent presenter.
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
I wanted to watch this. You delivered. Excellent stuff. Go Tesla!!! PS I wonder how the others stack up against Semi?🤔
Nice discussion, but full of strange cuts.
Yeah, I noticed that too.
How long till you see a Tesla semi at the summer nats running quarter miles
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
Can’t wait to see Amazon driving Tesla delivery trucks instead of those fugly Rivian trucks
Don’t forget the “gas” pedal
Purely local until battery tech gets much better.
Diesel truck have ZERO chance of competing with Tesla truck
Tesla has only a small chance competing with established EU trucks which are already EVs and made for that market
@@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 Too large, too long, wrong height of the main pin, 2 rear axles instead of one. Space is an issue here. Truckers will keep their trailers and will not buy new shorter ones. The Semi could be road legal here, but with the current config its unsellable. btw. the fair the IAA, is 20min away from me. It will take another 2-3 years for Tesla to sell anything here made for the local market
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.
What! You're talking about Tesla and not you're political .... whatever .... Maybe I'll start watching again.
The worrying thing for Tesla to push forward at a faster pace will be determined by which administration is in charge next.
중국처럼 속도를 높여....혁신하는건 알겠어. 그런데 중국보다 속도가 너무 느려.
FARZAD💪❤
Is the reverse door useful for drivers that need to go back and forth attaching the trailer? Any truckers here?
Wait till he gets the self driving mode up and running. Then there will be no drivers. That should be concerning.
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 coming to Europe? Yay...
Tesla best start building these in China, if they want volume production at reasonable cost.
TEXAS plant is a money pit, non stop $$$ billions of construction with very low production...EVERY vehicle made there is sold at a loss! Way past time to ramp production and STOP spending!
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.
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.
In a couple of years they will be able to drive themselves too. Not a good time to be a trucker.
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.
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 😂
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.
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 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.
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.
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.
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 !
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
This year's business plan contains a section called "Driver Retention" but that will NOT be the case in very near future business plans. Human drivers are needed to train the robots and in this industry the robots are the trucks. Every automated truck will eliminate between 1 to 2.8 jobs depending on hours on the road per truck. Greed wins again my soon to unemployed friends.
They are so powerful, they can pull the extra weight of a diesel generator to charge their batteries.
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.
We need more specs
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.
I just hope the ramp of Nevada goes smoothly.
wait for BYD 🤣🤣
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.
❤🎉✝️♥️🤍💐🚀♥️.
Thanks, Farzad! I’m hoping that the RV community is as excited about this product as I am.
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.
Hi Farzad - need to spell check your headline 😀
It's often done intentionally to gain engagement ... like ours 😂
CATL equivalent battery, Plaid Motors and Regen on all wheels. Including on the tow trailer. Caravaning. Autonomous....
Will be difficult for the incumbents to handle. With the dry cell 4680 ramp it may be become very dosrubtive
*disruptive
Like the TIN CAN "CYBERTRUCK"
What about MCS? There were some clips in there with a different plug? Will this be another North American standard?
Ours are all happy with CCS and 350kW. The truckers do not need more.
@@wolfgangpreier9160 I don't know which "ours" you mean. But Tesla is not happy with that for very heavy duty, and they would like more. I think they should know a thing or two. It seems they are using an earlier version of the MCS plug, but I worry that they will keep using it as they scale up.
You CAN of course run on CCS, so I would "just" put CCS2 AND MCS on the truck for the global market, and have the same electronics running both of them and switching to the one that is active. Some more contactors going kachunk and it should be all safe and good. But the Tesla Semi in its current state has neither to my knowledge.
@@geirmyrvagnes8718 The European EV trucker.
Tesla is far behind the others currently.
Maybe they play catch up. IDK.
There are already driving hundreds of short, medium and long range trucks in all possible sizes in Europe.
Maybe they have less efficiency, less range, less load bearing less software but they exist and are used. Profitably.
@@wolfgangpreier9160 With a sales number in Europe of 0, I guess you can say they are behind. The technology seems to be far ahead. There should be market niches for everybody, but the ones that will be competing directly with the Tesla Semi for customers in the next few years should be worried. Just like a car manufacturer making something similar to a Model Y.
@@geirmyrvagnes8718 The others have begun to sell years ago and gather experience.
Iveco starts their 2nd gen in 2025 without Nikola.
Volvo has started their 4th generation already.
Mercedes will join with their first E-Actros with LFP this year.
Maybe others like Isuzu or Tata will follow soon. But that takes at least 2-3 years.
Tesla wil join somewhere around 2028 maybe later. They got a long way to go. And they must make their vehicles in Europe. Truck imports have a 22% tariff.
I personally hope that Tesla kicks the European manufacturers in the back and wakes them up so they increase their combined effort.
But that will take time.
one just burnt to the ground in Auburn ca recently
Because this is Donner pass... Boom 😂. Nice point in the presentation
Why produce more in Europe when they can't even produce it here in the US
Diesel costs are higher in Europe so likely there are more cost savings and the USA has more long distance trucking routes which aren't so well suited to electric (need more range and/or more extensive charging network).
Europe is basically a better fit.
Scam
Elon Musk looks unhappy, perhaps stressed in the picture I used on this video. Is all the controversy that his post is creating getting to him?
A strong economy is best reflected in the number of semi trucks- incredibly smart move and, and, and FREE ADVERTISING FOR TESLA!
Is Tesla going to copy Kia's Delta Wye electronic two-speed motor technology? It would be worthwhile for the semi
At the december 2022 delivery of Semi they described how one axle is powered by an efficiency motor, the other axle has two motors more for torque and with clutch to disconnect them when they aren't needed. So they have two speeds sort of saying already.
I love seeing Dan on the screen lol
Skimpy descriptions on MANY points.
It is all about money at the end of the day
PepsCo is saving money
@@rogerstarkey5390 yes… that’s my point
I wonder how many miles they need to drive to save enough carbon dioxide to put the bubbles in the Pepsi?🤔
Great, thorough discussion. Lots of knobs to turn when you are changing the world.
69th like!!🎉
I’d like to see someone reverse around a tight corner with one of these with the drivers seat in the middle.
*not being negative I just would like to see it from the drivers point of view. I’m a semi driver in the Uk.
The new Tesla HW4 electronics has room for extra cameras, I think for exactly reasons like this.
@mullerszable
Does a Semi driver ALWAYS reverse the same side? Lets say to the Driver's side?
If a left hand drive semi sometimes reverses to the right and a Right hand drive to the left, the "Centre position BAD" opinion loses credibility.
One word ‘cameras’
@@Mrkevino77 you don’t drive a semi do you. I do. I’m not saying it can’t be done but it’s a whole new technic that needs learning, you’d normally be looking out of the window over your shoulder even with cameras fitted and all the mirrors on the cab.
@@rogerstarkey5390 we don’t and a blind side reverse is very difficult and many drivers won’t attempt them without a banksman(another person outside the cab watching them back) many times you have to get out of the truck to see what’s going on.
🌼🌼🌼🌼🌼🌼🌼🌼🌼🌼😊
What has changed in the semi in the two years since it was first delivered to Pepsi? Why has it taken 21 months to get the truck to whatever point it is at now?
testing, battery supply
A lot of improvements that Tesla knows about, Pepsico knows about, new customers will know about and that you don't really need to know about.....
They have made a pre production prototype, a production prototype and are learning what they have to do to produce 5000 of those in Nevada in a few months to overwhelm the market.
Why hasn't Freightliner delivered 100k new Electric Semis with 1200 mile range per 30 min charge while Tesla was "testing"? Freightliner failed.
@@davidbeppler3032 yeah, I agree, Tesla delivered the working Semi. Just asking, if the last 21 months have been spent working out the kinks, what has been improved during that time?
I’m always annoyed when I hear a presenter say Product when referring to the truck. I hear this a lot on cooking shows explaining how good the product is…. Anyway end of rant.. continue on.
Where to charge?How much does a charger cost?
@@BrunoHeggli-zp3nl you getting semi?
PAY MORE ATTENTION!!
Ionity, Aral Pulse. Sadly not @ Tesla (400V), Not fastned, their roofs are too low. The trucks charge at normal sedan charge points. They want 250kW during the day and prefer 150kW over night.
Tesla takes care of ALL THAT INSTANTLY.
@@donfields1234 Tesla does not take care of anything regarding truck chargers in Europe. 🤣😂
That is EU law the EU member states must follow, to build truck charging and parking spaces all throughout Europe specifically for the 200.000 truck fleet supporting the industry and citizens. And the existing trucks charge at Ionity, Aral Pulse, ENBW and others, just like every other car.
Should we wait until they actually have a factory to make them ???, at least 1.5 years until they have a chance of volume production. And like the CT ramping will be painfully slow.
All your 100x headlines ,,,, TESLA should be at 10000.00 per share already!!!
These guys get money to pump Tesla stock. They're paid by X but same it's all the same.
The CT production ramp is very fast! 1288 Cybertrucks per production day in late August.
Can't keep up with demand even at $20k premium...
They will be soon. 😊👍🏽
Could haul Cheetos with it.
Did you miss the numerous references to "Maximum Load"?
Yes, 22 tons of them.
What weighs more:
1: A ton of feathers
2: A ton of gold
Farzad is such an Elon ball coddler. Makes me laugh.
Love you Farzad!
Weird that they never consulted actual truckers to address all the complaints of their ridiculous interior design
Fantastic direct from Tesla content. Super useful and inspiring
FARZAD!! Thanks for your continuing excellent presentations!! I am sure your time is at a premium with a new baby!! It is amazing the work a 10 LB. human can keep you and PW so busy 24 /7!! Greetings from the sandy shores of Lake Huron, Ontario Canada!! GIDDYUP!!
Good stuff Farzad!
Ok but its been 10 years now ?
Time flies when you're having fun!
No. Semi was shown in 2019. It was released to Pepsi in 2022. That is 3 years. Volume production of final design was planned for 2026 after all testing was complete.
nice putting your neck out on internet and having it lopped right off huh...😂
True but your god Elon also said Semi production would start in 2021, not 2026. And before we get too excited can we wait for the actual Semi factory to be built out. Or just start counting the profit’s now..! Seems a little early to get excited like FSD early.
@@timsmith6815 Look who is taking Elon's word on timelines as gospel not to be touched by even global pandemics and who is not. It would seem that you are the one treating Elon as some sort of god.
No it will not 100x as the market advantage the Tesla had 2 or 3 years ago is gone the other manufacturers MAN / Scania / Daimler have very good rigs as well and they have an advantage that Tesla cannot build up they have a repair network all over the world if something on your truck breaks and it doesn't need to be a battery or engine component can be the mirrors tires what ever with the legacy makers you will get support with Tesla who knows when your problem will be fixed.
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.
Tesla has outgrown the age of Elon. He needs to be replaced. He sounds more and more like old man yells at cloud. Over 100 posts today that's 5150 levels.