The Tesla Semi Take Over Has Begun 

Best comment I have read today.

great point!

Very observant Punster and very special.

"Is the earth didn't have oxygen, would it be space? " Type of energy

Lights on but nobody’s home

The ultimate troll!

It can probably work if it just does short hauls of lightweight stuff. So it never take over.

big oil is the back bone of any country. how many plastic products do you own btw

oil has MANY better uses than burning it @@Supraboyes

lol ok, if it means I don't have to spend upwards of a hour at a charging station, I'm all for hydrogen and big oil taking over again. As uh, I much rather take a couple minutes refueling then a hour yk. Charging a car.

The Big Oil myth persists. Oil companies receive regulatory credits for renewable energy projects, just like Tesla receives carbon credits - the fossil energy company get taxpayer subsidies to help them build wind and solar projects.

@@GroovyVideo2 yeah that's my point. Plastic is just 1.

4 years late

@@MokeAnit Just wait... I am confident that it will be released in a year to the public. Or the year after that.. or after that year.. or maybe then... a year later...

@@MokeAnit 4 years Too Late. eCascadia will bury Tesla.

Waiting for competition to catch up in order to not become a Monopoly. Competition should lead, follow, or get out of the way.

@@skywave12 That's the weakest BS explanation for this Tesla Semi nonsense I've ever heard. You made me laugh very hard. EVERYBODY in business knows this rule: Be the first, flood the market, crush the competition, rule the segment.

Wasted money.

Re: Battery Evolution Timeline. Physically on track, but further chemistry options being developed. Would like to see swap stations for semis, due to standard scheduling allowing for optimized road “presence” constrained by tires vs batteries.

Take alot of electricity, green or otherwise to produce it. Then turn it back into electricity ideally. If burned it still produces NOx. Heavy machinery uses I guess.

@@Crunch_dGH I can see the battery swapping for company trucks. Theres a company in Aus. doing it.The long haul independent truckers are the folks that are skeptical of BEV class 8s, they go constantly and its a grind.

Agreed. Did you see how much it cost them to fill up a car? Like a bonkers amount of money.

How long did supervised FSD stay in beta before achieving Level 4 autonomy? What happened to, “When operated in a convoy scenario Tesla Semi beats rail. We can do this today!”

lol wake up.

Re: Battery Evolution Timeline. Physically on track, but further chemistry options being developed. Would like to see swap stations for semis, due to standard scheduling allowing for optimized road “presence” constrained by tires vs batteries.

Yaaaaaaaaaaaaaaawn.

Hmm, laden, or unladen?

@@markweatherill The Tesla Semi can go 500 miles fully laden; presumably, the eCascadia can go its rated range of 230 miles fully laden, as well.

@@BigBen621 Yes, the Tesla Semi has been demonstrated doing 500 real world miles fully laden. The route included steep grades.

@@incognitotorpedo42 _The route included steep grades._ Yup-the notorious "Grapevine", to be precise.

Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to Sonia campbell

I agree just reached my goal of $500k monthly trade earnings. Setting realistic goals is an essential part of trading

Please educate me, i'm willing to make consultations to improve my situatio

She's recognized as 'Mrs Sonia . One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.

I even thought I'm the only one she has helped walk through the fears and falls of forex trading.....

Building a charger isnt hard. Connecting it to the grid and finding enough power for it is hard.

Tesla promises is a joke... 2016 car will be able to charge themselves and summon themselves from NY to LA while charging themselves in 2 years 2017 roadster....no production cars ever built.... 2017 Semi a few dozen built April 2019, Musk revealed that he expected Tesla robotaxis to be fully operating by 2020 (1 million) ....8/8 2024 robo taxi reveal 2019 Cyber truck all recalled for sticking accelerating pedal... 2019 1 million fully self driving cars by 2020 2022 are goal is solving fully self driving...that is the difference OF ARE COMPANY BEING WORTH A LOT OF MONEY AND OUR COMPANY BEING WORTH ZERO!!! Elon musk i will never advertise waste of money...Must spend tesla $55 million on X to advertise Elon needs 50 billion in compensation... Tesla speed running his 100 billion company to zero... The lawsuits of FSD....Funny you can't promise FSD then later put (supervised) FSD on a webpage 10 years later...after people paid for FSD.... Tesla everything will be done "next year"" Model 3 and Y cars 96% of all sales...5-7 year old cars...

You'll wait a long time. For several reasons, these will not be cost-effective for owner-operators for a long, long time.

@@BigBen621 Why not?

​@@incognitotorpedo42 Cost, and charging. Owner-operators frequently purchase used diesel semis, to keep their capital costs down; but it'll be years before used electric semis are on the market. But charging is the real issue. PepsiCo and other such companies who charge at their home yards can afford to install Megachargers; usually have the area to install significant rooftop solar to augment the cost of charging; and have very low commercial or industrial electric rates. An owner-operator won't have any of these advantages, and will have to charge at public charging stations, none of which exist as yet, but will likely cost 4-5 times the electric rate the big companies enjoy. I might be wrong, but that's how I see it. What's your opinion?

Owner operators will not be buying them, it will be fleets. You can wait for drivers to comment, but they would just be steering wheel holders, and know nothing about the cost to operate, reliability, etc.

Long term, the Cybertruck is key. As production ramps, it will become the profit center.

Because there is nothing else, the entire Tesla empire is an illusion. It's built on pretty pictures and B.S.

@@External2737 That assumes demand holds up. Big assumption there.

@@incognitotorpedo42 With over 2 million ordered, that isn't an assumption. What I assume, is like other Teslas, continuous improvements. E.g., talking compute 5 in 18 months (2026 build). I personally know too many people who want a Cybertruck, just closer to the original promise (price & range). With the improvements in automation and batteries, plausible. Production at 2,500 week will make a difference. That displaces Toyota for #4.

​@@External2737yeah claim by tesla. Even if it true, it doesn't mean there 2 million cybertruck will be made, especially their better option then the cybertruck.

230 miles is fine for distribution. Load at the center, drive around the city to make deliveries at stores, and return to the center at the end of the day. That's the intent for these electric semis - not long haul.

Half the freight trucks on the road do less than 230 miles a day.

99% of video titles are written to get you to click. With that being said, give it time the semi will disrupt then maybe even take over.

Why? What’s Australia have against mid drive?

Payload restrictions are far worse than the range limitations

Forgot about that. Thanks

@@codycast It's illegal in anything but a single seater. Plus it's really hard to back up into a loading dock if you can't lean out the window snd watch those two or three trailers.

​@@grantleyhughesCameras solve the situational awareness issue. Fine, Australian will be single seaters.

The EV Class 8 is already in production by numerous manufacturers since 2015. The tests done by Tesla and the results are closely guarded secrets.

I am waiting for regenerative braking trailers. Wonder if they are working on them? 🤔

Actually that's not much money with the two gigafactories Tesla is building and gigafactory expansion Tesla is doing.

When you consider Tesla has almost no debt - a cash stash of 28 billion of free cash flow is very liquid for a company this size .

US electric car subsidy is 10X China's. Hypocrisy.

I agree with you. Moreso, the next thing the reader states is the job layoffs. Clearly doesn't recognize that laying 10% of your staff off would free up a further $1 billion or so in saved wages.

Elon musk in his way to $100 trillion net worth

> most robust and secure private electric infrastructure Cable thieves don't have much respect for the robustness and secureness of the Tesla infrastructure... ;)

There are a couple of million Class 8 trucks in the US, and Tesla's target is 50,000 a year. So they could achieve a 25% market share by 2035, when sale of new diesel semi tractors ends, at least in California. But that's only 2,500 times your estimate, so you were pretty, pretty close.

@BigBen621 Tesla's targets and reality rarely cross paths. They mainly love to pretend that they are the sole supplier for a market. There is competition and the competition will not let up. Whether EV or continuing improvements to diesel power trains. The only way Tesla has a chance of achieving those numbers is if every other manufacturer just gives up overnight.

I agree. They have lost the plot at this point. Neither the Cyber Truck nor the Semi have a large enough market to justify the effort that went into them.

@@kensmith5694 If they had Apple money sure blow billions on a “lets try it” product but they don’t.

@@kensmith5694 Sorry, but you guys are ill informed and don't understand the logic for what Tesla is doing and why. Firstly, Tesla aim is to transition the world to sustainable option. That doesn't mean they do all the heavy lifting. If the Tesla semi makes others produce an EV Semi, that is a good outcome. Heavy vehicles are the principal source of transport emissions. Secondly, Tesla is working with Pepsi to undertake significant real world testing of what is a relatively new product and one that has enormous stresses on it. They are using the time to test the product while they build the Nevada factory where it and its batteries will be produced. The timeline being commencement of mass production in 2025/26. It isn't as if there is a lot of competition, and if they wait a few years and delivery an exceptional product, it will be bad for them. On the contrary if they make a half baked product and it suffers poor reviews, it not only affects Tesla, it slows down the EV transition. Thirdly, even Tesla is aware you need to build out some infrastructure if you are going to tackle semis. As for the Cybertruck, you miss the point. Firstly, the market for trucks in the US is enormous. Secondly, and more importantly, the Cybertruck is to the affordable car what the Roadster was the Tesla. Bring out a high priced car that then affords you to bring out a lower priced car. Tesla knew they bring out a high priced sportscar and sell it, just like they are able to sell a very high priced truck. But what does that truck have that is new? Stainless exterior, drive by wire, all wheel steering and 48V architecture. Tesla has long been adamant that they need a small and low cost vehicle and that the future was in autonomous vehicles and not the car business. Lets call it the Model 2. What does a low cost car need to be low cost? What does it need to be autonomous? Getting rid of parts helps ie steer by wire and reducing the electrical harness size and thickness. How about a stainless exterior? More cost upfront but potentially reduces the need for a paint shop and paint. More durable when it comes to vandalism on the roads. Tesla hasn't lost the plot. Your thinking is way too limited

😂 Maybe Mary Barra? 🤡

More importantly, why is he on the list with a reserved amount of "0"?

This is true but they are lower emissions than the other options.

​@@kensmith5694 that assumption is based on a lot of flawed data. Namely they expect the battery pack to be recycled completely. Currently only a tiny fraction of lithium batteries get recycled in experimental facilities that have found it impossible to be profitable without government subsidies. Also they assume all the mining in accordance with modern Western standards when in reality the majority of the metals mined for EVs come from some of the worst mining conditions on earth.

@@Michael-1337 People have done studies showing it is true even with the flaws in the system.

@@kensmith5694 A literal impossibility because that would defy the laws of physics. All of the estimates are based on the assumption that the battery gets fully recycled and it just doesn't happen. The vast majority of lithium batteries end up in landfills in third world countries where they are buried or burned. Lithium battery recycling is an energy intense process that requires more energy than what it took to mine them in the first place. Recycling also creates huge amounts of toxic waste that has to be sent for further recycling or proper permanent disposal (in a third world country again).

@@Michael-1337 Hogwash!

He probably means socks and earnings.

Re: Battery Evolution Timeline. Physically on track, but further chemistry options being developed. Would like to see swap stations for semis, due to standard scheduling allowing for optimized road “presence” constrained by tires vs batteries.

could be the age old, more heavy, more power thing

Tesla has an enemy: PHYSICS! Guess who loses.

No, they don't cause a lot more damage and no in total they don't weigh a lot more. The cargo weighs many times what the battery does and it is the undamped trailler wheels that cause the serious trouble.

Same with all EV...the subsidizes can't last forever. Once it's gone...the EV market is in trouble unless they make a really affordable EV.

There are many subsidies for gas and oil too. Farm fuel credit...apportionment depletion of income....mobilizing armies to secure foreign oil fields...

Honestly human beings are the stupidest creatures on the planet

Pure carbon is good. Don't contaminate it with other atoms and you are fine.

The est. 500 mile version weighs

The battery is warrantied for a million miles; so if a battery fails prematurely, it'll be on Tesla and not the owner.

Still stuck in the 1920ies with your knowledge? Try to sum up the costs of a diesel truck and ask freight accountants what they prefer. Or ask the average norwegian that is just living your future now.

yeah its the best ever...lmao.

They arent the only ones making class 8 electrics.

@@jaaklucas1329 The Dude abides

Sorry, it’s taken tooo long. The companies are buying other electric trucks now. Factory not built yet and delivery in 2026. It’s a missed opportunity. Take care M.

According to Google Maps, it's 2,776 miles from NY to Los Angeles. Meanwhile, a Tesla Semi did 1,076 miles in a day during the Run On Less tests last fall, and that was staying close to the 55 MPH speed limit in California. So where is the mathematical impossibility? It couldn't do it on today's charging infrastructure, of course; but that's a logistical limitation, not a mathematical one.

Those sort of distances should be done on rail.

@@BigBen621 And which payload did it carry on these 1076 miles?

​@@hiram1923 _And which payload did it carry on these 1076 miles?_ That's a fair question, that I hadn't delved into before now. The Tesla Semis in the Run On Less tests were instrumented for speed, distance, and state of charge, but not for GCVW or payload. The NACFE spokesman stated that they typically left the Pepsico Sacramento Bottling Plant at a GCVW of around 70,000 lbs., which would be a payload of about 35,000 lbs.; and by comparing energy efficiency on various routes, a rough estimate of load can be inferred. Based on this, it appears that the Tesla Semi was fairly lightly load at the start of that day, perhaps to 20,000 lbs.; and since is was was making deliveries and returning to Sacramento to recharge, some of the miles were with an empty trailer. So based on this, the OP is correct that a Tesla Semi in its current configuration, and with the current charging infrastructure, could not have gone from NY to CA in three days with a payload of 45,000 lbs. This is kinda an academic exercise; because these are day cabs, and not intended for long haul or OTA applications-and this has twice the range of any competing BEV truck. So it seems likely to me that diesels will own that segment of the industry for quite a while, likely a couple of decades. But time will tell...

Info is out there.

The drivers you talk about are not professional company drivers (and I mean no offense to long-haul drivers or husband-wife teams etc.). Trucking is very different between someone who spends his entire WEEK on the road and someone who is HOME every night; different tractors, different schedules, etc. I am very PRO Semi but I wouldn't use it to haul Produce from California to NYC for AT LEAST a decade; and likely neither will anyone else. Even if they NEVER built a single public charging station, the economics RIGHT NOW say that big companies will switch local fleets to electric as fast as they can once they have been proven internally. (In some ways those economics are better, wholesale electricity at a Walmart RDC is CHEAP! KWH on the road? Not nearly so!)

_Imagine how much they weigh_ No need to. The est. 500 mile range Tesla Semi weighs

I noticed a Frito Telsa Semi coming into our mountain town the other day. We have a charging station but the Semi could never fit in it.

Some electricity *is* generated by fossil fuels; but changing to BEV trucks and cars still reduces emissions dramatically, just because BEVs use far less total energy than ICE vehicles.

@@BigBen621 You left out the point that a power plant is far more efficient that an diesel engine. This is the other part of the chain that makes it work.

Doing it the way they did was dumb. Really good people likely got a new job quickly.

I argue about this with dummies at work everyday

@@francisikwueme1688 Which part of it did you argue about. Firing an entire team is a good way to lose the good people because they will quickly get new jobs, or that effectively companies are charities to some degree?

Absolute nonsense!

When gas vehicles were invented there weren’t gas stations. The demand created them. Same thing is happing with our grid.

Do you think all those gas stations you currently enjoy existed on Day 1 when the automobile started replacing the horse in the 1900's? All those oil refineries and transport infrastructure? No it did not. It grew organically. But look at where we are now. Do you think electricity hasn't been invented or considered and needs to be started anew and from scratch? God no. You really should think before spouting nonsense

I think you're right. Just look at California today. They will almost certainly struggle this summer if they get a prolonged heatwave. With blackouts it's going to be hard to keep electric fleets going over there.

@@zoransarin5411 Dude. Electricity is produced mainly from natural gas. During the transformation in electricity you lose a part of energy; when you charge a battery you also lose another part of energy. Plus the electricity cables are not made to support a large amount of charging a the same time. Solar and wind aren't capeble to sustain all the transition to clean energy

Probably because aerodynamics drives the shape.

If you did your research instead of all the FUD you would know that Elon said he didn't want the subsidies and said they could do just fine without them. But hey the government wanted to subsidize private businesses so why not reap the benefits? Notice that Tesla is the only one who gains from all this? Legacy auto will never be profitable and go bankrupt before this is all done.

You do we don't. Subsides are handed to Fossil Fuels every day and they are poisoning us and threatening our future. so get up to speed.

I doubt FSD will be good enough in the next 10 years to remove all drivers.

Tax money does to oil too

Both are being blamed for pollution, and both are being addressed with BEVs. And while there are 8 billion people in the world, there are only 1.5 billion cars; so the problem is much smaller than your claim.