Awesome. Wish this was happening several years ago, but better late than never. (The Tesla way.)
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Excited for this. 50,000 Semis per year (as stated in the video) would be 20% of the entire Class 8 truck market in the US, which is a huge number for market share. I'm glad they think they can hit this, and I hope they succeed.
They also thought they would sell 250k CT.
Well personally that video isn't inspiring confidence. Like that Factory is month away from being finished with machinery and up and running. Driving 4 Semis through it doesn't change that. Considering when they revealed it. Like that was 8 Years ago. They were on target to beating the bigger manufacturers to market again. And now here we are. And they aren't Mercedes/Daimler is producing already a number of electric offerings. Sure they don't match the numbers Tesla is using in this video. However it'll also be some time before Tesla can hit those.
You can compare against other class 8 BEV trucks. The semi has been in low volume production, with about 200 made so far.
yes as I said The eCascadia is in Production already as is it's eActros counterpart in Europe. Sadly Daimler Truck doesn't disclose the distribution of sales but their Electric sales is supposed to be at 4000units. Neither does Mercedes Benz Trucks in Europe. But there is atleast a few(50 are confirmed 4months ago). I have seen them in the wild several times already. And those aren't test vehicles that's production models. Edit: Europe seems much further on this topic than the US. MAN another Euro Truck Manufacturer is expected to start production in SUmmer too with 200 already delivered as Customer Test models in 2024.
Check their actual capabilities.
To what end. We don't have the capabilities of the Semi Truck either. We have vague claims that are years old. And comparing US Trucks to European trucks makes even less sense.
If you are asking to what end, then you are not being serious in analyzing what is going on.
What is going on is that Tesla is late to production with their Semi Truck. That was my analysis. What you want to do is trying to apologize for it. However year old spec claims without any way to verify them is not possible. Meaning we are back were we started Tesla is late to production. With competition already out there delivering. Now does this mean they can't make an impact no it doesn't but it doesn't inspire confidence. And if you look back they never had to enter a market that had already competing offers. They usually enter a market before the competition have anything electric to offer. So as I said it's not confidence inspiring.
The fact you don’t know that Pepsi already ran their Tesla semi trucks in the North American Council for Freight Efficiency (NACFE) Run On Less program in 2023 is quite telling. The fact you can’t tell the difference between the trucks is another sign you have no idea what you are talking about.
>The fact you don’t know that Pepsi already ran their Tesla semi trucks in the North American Council for Freight Efficiency (NACFE) Run On Less program in 2023 is quite telling. I see we need to start way farther back: Fact: a thing that is known to be true, especially when it can be proved You clearly don't grasp the meaning of that. Otherwise you wouldn't state that your knowledge about someone elses knowledge is a fact(unless you want to claim you can also read minds which would be even more hilarious. >The fact you can’t tell the difference between the trucks is another sign you have no idea what you are talking about. Again your limited understanding of the word fact is clearly inhibiting your ability to have a civilized argument. So there is clearly only one thing left. Welcome to my block list.
Lately it’s been a demand problem, not a supply problem. Politics aren’t helping, and neither are interest rates.
They might have if Elon kept his mouth shut and the product cost 20 grand less for each trim level
Yeah, that 2017 event where they announced the Semi going into production in 2019 and the Roadster going into production in 2020 is looking pretty rough in hindsight these days.
Then they would lose tons of money on each truck.
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good thing it was.
I think CT is particularly affected since owning a CT is iconic Tesla, so even if you want it, you have to consider the probability of being harassed/damaged is high because it attracts attention.
I think there is also not a rush on these because they need the new charging infrastructure for these. They would also be battery limited at 50k semis right now, so I think they're ok with taking another 2-3 years to get to 50k/year. Being first is kind of irrelevant. There is more than enough demand, every company will want these. I was in Denver going into the mountains and my goodness. If you are doing that drive, you will immediately switch to EV the first chance you get. Runaway ramps everywhere, trucks going super slow on the inclines, brakes going out on declines. Just straight up not as safe to be doing that drive in an ICE semi. I imagine long term 90%+ of those trucks will be replaced with EVs. Especially because it isn't a super long drive from Denver into the mountains, like 100-150 miles.
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Yeah they are def lying! Need to get the DOJ on this
They're aiming for 50k/year. The figures you gave about other brands are in the same ballpark as Tesla, what's your point? It's not like they're entering a mature market. Granted it took a long time, but there is nothing significant anywhere anyway.
B2C is very different from B2B. If the economics make sense, adoption will be quick and capital will flow.
They don’t need to make money selling cars
It's hard to continually sell more units when you already have literally the \#1 top-selling car in the world, and that car is $40,000. How much higher do you think sales can realistically go? They're already unbelievably high. But I'm not sure what that has to do with Tesla Semi, which is the subject of this thread and my comment.
250k for CT was a stretch goal. We don't know what the final sales rate for CT will be yet. We're still fairly early in the cost decline. They also thought Model Y could become the top-selling car in the world, and it did. Easy to cherry-pick a few bad examples to make it look like they only get stuff wrong.
Exactly. If it's cheaper than diesel trucking, they win. And they seem to think it will be.
The battery manufacturer for Tesla heavy trucks reportedly has told Tesla the battery they are planning to use won’t make the grade
Interesting
You say that as if it wasn’t, for 2 years straight.
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