HUGE 2024 Tesla Semi Update + IMPRESSIVE Real World RESULTS

PepsiCo and Tesla just shared some new exciting Tesla semi details including truck weight details, how the truck is performing in the pilot fleet, European expansion plans, an update on the mass production Semi factory in Nevada and more.
IAA Event Videos from @TheEVUniverse
Dan Priestley (Tesla) & Dejan Antunović (PepsiCo): • Scaling Tesla Semi Ele...
Dan Priestly Keynote: • Dan Priestley, Tesla S...
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3. Other PepsiCo Video source: runonless.com/... (where noted in the video).
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Data Sources:
Dan Priestley (Tesla) & Dejan Antunović (PepsiCo): • Scaling Tesla Semi Ele...
Dan Priestly Keynote: • Dan Priestley, Tesla S...
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NOTE: The content found in this video should NOT be regarded as financial advice. I am not a financial advisor, and this is NOT in any way a recommendation or offer to buy or sell securities. While the information in this video is believed to be accurate at the time of recording, no guarantees are being made about the accuracy of the information presented in the video. As of the recording of this video, I am NOT invested in Tesla stock or securities, nor any other company mentioned in this video.

[@johnlehew8192]

A truck driver with 30-40 years of experience saying he doesn’t want to drive a diesel anymore is the ultimate endorsement. That plus the 25-30% fuel savings is all I need to know. Tesla will dominate the market as soon as they can ramp production.

[@johnpayne8223]

For reference the Nikola TRE BEV weighs more than 29,000 LBS.

[@kneekoo]

Holy smokes... almost 3 times as heavy and a max range of 330 km.

[@bobrenner67]

Well, done

[@Blockiee]

How many did they made after launch in 2022? Was it really cancelled after the launch event as Windrose said?

[@pokerchannel6991]

so, the ppls who said that ev trucks have heaviness penalties . . . are WEIGH WRONG!!!!

[@mike_w-tw6jd]

b b but the Tesla semi doesn't exist, the legacy truck makers are coming, Tesla is going bankwupt!

[@jlrutube1312]

girls just wanna have pun.

[@robkeshav800]

Different camera angles are a distraction from your good presentation. Please keep the front camera angle as before.

[@peterzerfass4609]

Seconded. When you're speaking 'past the viewer' it feels ...weird. That's OK for an interview when you're addressing someone else but not for a single person "news cast" format.

[@altosack]

No one cares; content is what is important.

[@2nd3rd1st]

I'm curious what prompted you to install a second camera but I find it personally off-putting when you cut to the side-view of your face looking past the camera at something we can't see. It doesn't add anything to you reading the script and it feels overindulgent and impersonal while you talk to us. I've seen this done in interviews and documentaries, and it serves a purpose to convey an emotion or create tension, but here it's only distracting.

[@budgetaudiophilelife-long5461]

🙋‍♂️THX JON, 🤗 FOR THE ENCOURAGING NUMBERS,👏👏👏🔋🔋🔋

[@DonWilliams-lb8es]

Because of regenerative breaking, the trailer maintenance cost also goes down.

[@NICKLA64]

Fantastic John! Semi going to revolutionize the trucking industry way more than Model Y changed the car industry!

[@replica1052]

in this everyday be pure bliss - megachargers with batteries be welcome everywhere (batteries as local peakerplants )

[@TomUlcak]

Around 4:15. You speak as if infrastructure is an upfront cost for BEV Semis. I think you mean the power stations, transformers, etc. However, you have upfront cost with infrastructure with diesel trucks as well. Dig holes and install underground diesel storage tanks. Install pump stations. Also, on-site maintenance of diesel trucks is common. I imagine, perhaps, no on-site maintenance garage is needed with BEV semis. We should talk apples to apples.

[@Meatball2022]

Valid points. Use that on site maintenance savings to offset the power station installs…

[@TomUlcak]

@@Meatball2022 yeah, that is another plus. but, it's hard, if not impossible to make the use of fossil fuels more efficient than electric. It's a snowball made of dominoes.

[@Meatball2022]

@@TomUlcak yea. I’ve got 2 teslas. When I tell people I’m getting roughly 1/3 or less as a cost per mile driven, they’re shocked. And I’m just talking electricity at home vs gasoline. Not even considering maintenance etc.

[@TomUlcak]

@@Meatball2022 My solar system and Powerwall 3 will be installed next week. So, 'free' charging for my 2021 Tesla Model Y and a 3 day back up supply for power outages.

[@st-ex8506]

@@Meatball2022 I live in France, where gasoline is expensive, and electricity reasonably cheap. My Tesla Model 3 costs me 7 TIMES less to charge (including the ca.10% I charge at Superchargers) than the most comparable BMW 330i it replaced cost me to fuel! It's a WORLD of difference! The Tesla is now 5 years old, and will have paid for itself in another 3-4 years!

[@WarrenLacefield]

I am very excited about the Tesla Semi entering the highways. It is quiet and nonpolluting, yes, but even more important to me as a driver or passenger on the road, it is likely to be far safer both for truckers and for other vehicles, especially in bad weather conditions. The power to drive normally; regenerative braking to slow reliably and safely; software-defined to warn and/or reduce jack-knifing and tipping, monitor tire air pressure and wheel condition, etc.; there is a great deal to look forward to here. School and city or long-haul buses, even passenger trains, are becoming EVs as well. The high torque of electric motors makes EV's especially good as garbage and maybe concrete trucks.

[@samijokinen9246]

How Tesla semi compares to Scania, Mercedes and Renault trucks?

[@pokerchannel6991]

there is no comparison in terms of scalability and software and data. There is nothting like tesla. not even close

[@Blockiee]

Will all depend on the 7ct kw/h (promised by tesla). Now driving electric is more expensive in europe then ice. Up to 60 cent kw/h on a fast charger is ridiculous.

[@mike_w-tw6jd]

I think the other trucks have a smaller range?

[@Matzes]

Not even close on range, efficiency, or cost of ownership

[@Matzes]

​@@Blockieethat 7cent was promised 7 years ago. Need to adjust to inflation

[@Carl_in_AZ]

🔌🔌I saw four driverless EV yard dogs at a DC warehouse in Buckeye, AZ. Things are changing.🔌🔌

[@pm375]

I’ll be impressed when the loading dock is electrified to charge while loading / offloading.

[@cfloydengler]

I love your content but, You are talking to the viewer thru the camera. Please use camera views that have a shot of you making eye contact with the camera. You are talking to us. If we were watching 2 or more in a discussion, we would expect eye contact would be with the people taking to each other and not the camera. Some KZbinrs go for the profile angle, but it feels uncomfortable and it has become somewhat cliche. Watch news anchors. They will always follow the camera that is on. And there is a light above the camera to tell them which camera is on.

[@samijokinen9246]

Semi loaded weights are bigger in Finland than in the US. 2 axle trailer + 3 axle semi max total weight is 44 metric tons. Adding more axles and trailers road train style and total weight can be over 70 metric tons.

[@SW-tech]

70 metric tons is probably rare though. The main market will be up to 44 tons like the rest of Europe.

[@rogerstarkey5390]

Mmmmm.... Regen!

[@ryuuguu01]

Just watched the Edison Motor log hauling test video. They did two hauls of 62.5 metric tons ( max legal b-double train in Canada) and only used 1/2 power when accelerating up to 65 kph. Electric trucks are better for maneuvering the load because they have so much torque at low speed.

[@samijokinen9246]

@@ryuuguu01 I have no doubt that electric motors wouldn't have the power, question is more about battery size, kWh matters. Batteries are rapidly evolving though.

[@samijokinen9246]

In Finland we have Volvo electric trucks transporting beverages with 68 tons of total weight. kzbin.info/www/bejne/qYjLfoGipcd2iassi=PLtE_IuwVWwTT05m

[@Tom-dt4ic]

Can't wait for electric semis to start taking over the market. Like with electric cars, they are already a superior, and more cost effective technology. And they will just keep getting better and better year after year.

[@fozzybear9114]

City dweller cars yes. Pickup trucks. NOT EVEN CLOSE. evs are NOT for everybody

[@fozzybear9114]

Cost more to charge than ANY ice truck gas or diesel. And range isnt feasable

[@Tom-dt4ic]

@@fozzybear9114 You just keep telling yourself that. But don't try and be a fleet manager where they actually have to know the exact cost of everything. You, and your pre-conceived biases, wouldn't last a day.

[@Tom-dt4ic]

@@fozzybear9114 EV's, including pick up trucks, are great for long distance driving as well as driving near home, which is what 95% of us do 95% of the time. I have a Tesla Model Y and have driven many thousands of long distance miles in it with no problem at all. EV pick ups being good for long distances is especally true now that Ford and Rivian and GM are part of the Tesla charging network. But I agree, EV pick ups are not yet better than ICE for hauling heavy loads over 100 miles. But under 100 miles, they're way better than ICE pick ups.

[@jpmackin]

Great video as always

[@Jasonfallen71]

Do we want Model3 or Semi production to be built at Giga Berlin first? I’m leaning towards the Semi. The overall effect of CO2 in Europe would be greatest with 50,000 Semi’s a year added vs 100k-150k Model3. All things being equal….

[@lylestavast7652]

cost per Mwhr of charge will determine what percent of displacement of diesel occurs. Keeping that cost DOWN, and the field deployment of those by power providers has to be fixed, pronto.

[@twostate7822]

With the capacity of the batteries on the Tesla semis, charging stations have to be in the 1MWh range to have reasonable recharging times out on the road. Overnight charging can be at more common Level 3 charging rates.

[@lylestavast7652]

For now everyone needs to focus on what ISN'T overnight,

[@twostate7822]

@@lylestavast7652 Over 500+ miles is part of the equation for making EV trucks mainstream so it's a legitimate concern, especially when the video mentions turning around trips with a new driver.

[@mikebailey2970]

Could it be Tesla's best kept secret is they are currently building an FSD model for their Semi fleet?

[@hedleypepper1838]

Will Semi production be at giga Berlin? If so why the long time scale ?

[@Matzes]

I wonder how far a tesla semi will go without the trailer. 1200+ miles?

[@syedali7026]

John is so professional to explain things.

[@dallas69]

Tesla Simi means nothing it is Simi Charger Stations Buy I would buy a low cost Tesla Simi but I would need a monster Simi charger station. Then I could only drive my Simi 100-200 miles. So It is impossible to dump diesel semi truck due to no Simi Charge Locations Fix Government Mandate All Truck Stops must have 1 EV charger and 1 Simi Charger. Well You have to start some where and 1 Simi charger at every diesel truck stop is a start.

[@Cleanerwatt]

The Semi fully charged can drive 500 miles... (not 100 to 200 miles). Depot charging is the name of the game until public charging stations are built for semi trucks.

[@jvaillancourt]

35 tons would be 77klbs since they were probably referring to metric tons (1000kg = 2200lbs) and not a US ton (2000lbs).

[@Cleanerwatt]

Great point!

[@richbl1690]

👍

[@palladen1933]

Great info 😊

[@TomTom-cm2oq]

Is it true that they are limited to 55 mph?

[@Cleanerwatt]

All Semi trucks in California are subject to a 55 mph speed limit. These trucks can surpass 55 mph where it is legal to do so.

[@TomTom-cm2oq]

So they’re only running in California, mainly, because elsewhere if they did 65 it would significantly reduce their range. I’m sure the second gen version of these with higher density batteries, coming out of that new factory next year won’t have those limitations, and the charging network will be better. Can’t wait to see these beauties on the road in Europe. Just wish the share price would drop so I could buy more shares cheaper.

[@YesCivic-R]

Since weight is not an big issue, how about a E Ship?

[@monkeysezbegood]

This will happen in time....

[@pokerchannel6991]

@@monkeysezbegood e planes are already flying . . . albeit with a range of 2 miles.

[@mike_w-tw6jd]

​@@pokerchannel6991why would they make a plane "with a range of 2 miles"?

[@larzlarz1140]

A gallon of diesel will get you about as far as 10 kWh of battery. So a 900 kwh tesla semi is like having 90 gallons of diesel, hence the 500 mile range. A big cargo ship holds 2.5-3.5 million gallons of fuel. That means a ship would need a 25 million kWh battery. That would weigh 138,000 tons and cost $2.5 billion. A ship like the Ever Given, that blocked the Suez Canal is 99,000 tons. With cargo, it is 220,000 tons and costs around $150 million new. The math doesn’t work. An electric car needs to run for 3.5 hours at freeway speeds on a battery charge. The Tesla semi can run for 7.7 hours at freeway speeds. A cargo ship needs to run for 25 days at cruising speed on a single fuel load. Imagine a Tesla semi that could drive for 25 days without recharging. It would need a 67,000 kWh battery and it would weigh 743,000 lbs, which isn’t doable. Likewise, a diesel truck traveling at 65 mph for 25 days straight at 6 mpg, would need 6,500 gallons of fuel, which weighs 39,000 lbs. Again, it is all about the math. The huge weight discrepancy between batteries and flammable fuel is because the electrical bonds sticking an electron onto a metal atom is a tiny fraction of the amount of energy stored in the covalent bonds that holds two atoms together. Nuclear bonds >>> covalent bonds >> electrical bonds. That is why a Gerald R Ford class aircraft carrier can run for 15 years on 700 lbs of uranium. That example goes back to physics, chemistry and math. 😂

[@pokerchannel6991]

@@larzlarz1140 so, ev boats are already in place. A nuclear reactor makes electricity. A boat in the navy carries 15 years worth of EV fuel.

[@SW-tech]

We need more of the Tesla approach and mindset in the world. Imagine if US and EU government was overhauled, Tesla style. Software defined vehicles are the future. My Model 3 costs me < €0.01 per km when driving near home, maintenance cost in the last year = zero.

[@stephkent2736]

So nothing quite put together properly? We already have that.

[@Tom-dt4ic]

Me too with my Model Y.

[@eternalbalance7703]

🤞

[@offwhitemke]

Compare this to BYD semis. BYD also has busses which are in use in many cities and Tesla has not come out with a mass transit solution which would make a real impact on reducing carbon emissions.

[@GROGU123]

Tesla’s mass transit solution is the cybertaxi. People hate waiting for and riding the bus. Also, not being on time and missing the bus. It sucks. If you can pay a subscription service for the cybertaxi, alot of bus rider would pay a little extra for that.

[@JohnSmith-ug5ci]

They are lying about saving money.

[@KP-xi4bj]

Hate Tesla much?

[@devonbikefilms]

Proof?

[@davidpearn5925]

The TSLA Q3 figures must be concerning - and thus demanding of Max distraction with endless good news/bedtime stories.

[@Matzes]

Lol let me get it straight: - bad news are bad - Good news are a distraction because....bad

[@davidpearn5925]

@@Matzes you obviously have or would buy TSLA shares if you had the money....... right ?.

[@Matzes]

@@davidpearn5925 I buy whenever I have extra money since many years

[@Webshadow]

​@@davidpearn5925i can only support that, made +40% already 😊

[@AudiTTQuattro2003]

Less maintenance? Lets see the numbers. Plus, damage a battery...what are the replacement costs?

[@nguyep4]

Warranty cover battery demage? How much would it cost to replace a diesel engine?

[@noleftturns]

Can we be honest here? The ONLY companies buying the Tesla Semi have a huge DEI department where vanity projects like "going electric" show how much "better" they are over your run-of-the-mill large corporation. Ryder and ATA both have studied electric trucks and both come to the conclusion that going electric is 2X as expensive as going diesel. Ryder who owns and leases 47,000 18-wheeler rigs has no plans to buy and lease Tesla Semis and that kills the market for the Tesla Semi and ATA dismisses electric trucks too Sure, large corporations that still have a DEI department that hasn't been disbanded will still go for these vanity projects...

[@kristopherbuchanan974]

Thats not honesty… if you look at it through an unbiased opinion that would be honest. You said they looked at “electric trucks”. There is a vast difference between the tesla semi and the competition electric truck; if in fact they looked at the the tesla semi as well and then came to that conclusion, that would be fine. However, if they looked at other not well designed pickups then they are not doing their due diligence and rushing to judgement (as you seem to be). This may or may not work for everyone, but to take a hard-nosed stance one way or another is just foolish especially if you will be left behind by the competition by doing so. Grouping electric trucks into one category isnt honesty… that is like saying the nissan leaf isn’t sufficient for my needs, therefore no EV is sufficient enough… vast differences between the leaf and model 3 long range.

[@pokerchannel6991]

it is patently dishonest to lump tesla with the other e-trucks. That is purely an agenda driven way of looking at things to make sure that tesla is buried in with the other bad companies. That is utterly dishonest. So, do not come here throw that word, honesty, around. There is none of that in what you are saying, and you also possess not a shred of it.

[@noleftturns]

​@@kristopherbuchanan974 Geez do a Google Search of: Electric Vehicle Total Cost to Transport Analysis Ryder Corporation May 2024 Ryder knows what it's doing - elon has no idea in the Class 8 truck market (18-wheelers) and their analysis leaves out the millions needed to zone, get permits, and build the megachargers. the Tesla Semi is just another crazy elon idea that has little to no thought behind it besides "it would be cool" I asked AI to do a detailed cost analysis of comparing electric to diesel and it shows the same results - going electric is just a vanity idea that leads to bankruptcy..

[@steveb796]

What’s wrong with DEI?

[@noleftturns]

@@steveb796 Let's see what AI has to say about DEI. Q: give me an approximation of how many S&P500 companies have abandoned the DEI culture AI: Exodus of DEI Leaders A significant number of DEI leaders have left their positions in recent years: According to Russell Reynolds, an executive search and leadership advisory firm, 60% of chief diversity officers at S&P 500 companies left their jobs between 2018 and 2021. The average tenure of chief diversity officers decreased from 3.1 to 1.8 years in 2021, compared to CEOs who stay an average of five years =================== The smart companies are dumping DEI the dumb ones are buying electric 18-wheelers to be part of the Green Movement.

[@heathwirt8919]

The Tesla Semi is the biggest automotive flop second only to the Cybertruck.

[@BigBen621]

The Cybertruck is selling more than all the other electric pickup trucks. How is this a flop?

[@heathwirt8919]

@@BigBen621 It's an unreliable poorly built POS. The CyberFlop.

[@MattAllen-gr6fy]

Would love to know what dictionary you use for the definition of "flop". Lol

[@GunnyMac360]

Cybertrucks are literally sold out and still have a waiting list, how is this a flop?😂 meanwhile walk down to your Ford dealer and see how many lightnings are sitting on the lot 😂😂😂