NEW: Tesla's INSANE Semi Plans Revealed

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Farzad

Farzad

Күн бұрын

Пікірлер: 449
@Florent_ATo
@Florent_ATo Ай бұрын
1kWh/km, the beauty of the metric system ❤
@Wurlipurili
@Wurlipurili Ай бұрын
Wow, it's not just a clip, there was a whole proper presentation. Can't wait to watch.
@johndonovan7897
@johndonovan7897 Ай бұрын
"Our goal is to eliminate service entirely" Yes!
@MrFYoung
@MrFYoung Ай бұрын
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.
@traceybamforth_lavatreefar1716
@traceybamforth_lavatreefar1716 Ай бұрын
Sick. I always thought some medi semi’s have been laced with ai surveillance kit. Super cool.
@SunRunn3r
@SunRunn3r Ай бұрын
@@MrFYoung Well sadly the trugh is that machines require service. Yes some way less than others but none have a requirement of 0. Moving parts will always be moving parts. I for one dislike Teslas approach to service in Germany for example. Its very lackluster sadly.
@joecummings1260
@joecummings1260 Ай бұрын
A heavy truck that requires no service???? Dude, put the crack pipe down for a while.
@st-ex8506
@st-ex8506 8 күн бұрын
@@joecummings1260 There is obviously a need for service! In his September presentation at IAA, Dan Priestley said that the present "pilot" fleet of Semis that Tesla is operating have >95% availability (i.e. 1.5 day per month would be service/repairs), and that he expects this availability to improve further. There is no hard data on the topic, but it seems that the availability of diesel trucks in fleets stand between 85 and 90%. He also said that in almost all cases, the trucks undergoing service or repair could be returned to service in less than 24 hours.
@Tree.house424
@Tree.house424 Ай бұрын
I wish they had had a couple of the drivers on stage to give their opinions
@MossMini
@MossMini Ай бұрын
Another industry Elon is about to disrupt.
@benmlee
@benmlee Ай бұрын
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.
@tedg1609
@tedg1609 Ай бұрын
More accurately: the world’s best engineers at Tesla.
@craighermle7727
@craighermle7727 Ай бұрын
There's a slight problem with charging stations that are capable of charging a Semi.
@NaughtyGoatFarm
@NaughtyGoatFarm Ай бұрын
​@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.
@jonwelch564
@jonwelch564 Ай бұрын
@@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.
@uselessfacts-nd7pj
@uselessfacts-nd7pj Ай бұрын
Thanks farzad for gathering this information!
@tobiasbuser4843
@tobiasbuser4843 Ай бұрын
Switzerland will love the Tesla semi
@donfields1234
@donfields1234 Ай бұрын
yep, electric love mountains with regenerative braking... up and back little charge loss at all.
@yourlogicalnightmare1014
@yourlogicalnightmare1014 Ай бұрын
Volvo already has electric semi trucks, they dont need tessy
@dazisgud
@dazisgud Ай бұрын
Long range?​@@yourlogicalnightmare1014
@elitefamilyparkour
@elitefamilyparkour Ай бұрын
@@yourlogicalnightmare1014 less than 300km range trucks, what a joke.
@TheMadmax0609
@TheMadmax0609 Ай бұрын
​@@yourlogicalnightmare1014maybe they don't need them, but they're going to get them.
@Wolfpak765
@Wolfpak765 Ай бұрын
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.
@CurtOntheRadio
@CurtOntheRadio Ай бұрын
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.
@jaaklucas1329
@jaaklucas1329 Ай бұрын
@@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.
@wolfgangpreier9160
@wolfgangpreier9160 Ай бұрын
@@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.
@Wolfpak765
@Wolfpak765 Ай бұрын
@@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.
@CurtOntheRadio
@CurtOntheRadio Ай бұрын
@@wolfgangpreier9160 I didn't claim those things, so you're strawmanning. We shall see.
@gaetanguimond7213
@gaetanguimond7213 Ай бұрын
You should make the semi with the smallest range only and put batteries in the trailer that need to go far away. This way, you simplify the construction chain and you can charge the trailer separately.
@mikehill1613
@mikehill1613 Ай бұрын
Thanks for this Farzad, as always.
@MH-Tesla
@MH-Tesla Ай бұрын
It's a love fest! LoL. Hope this really takes off! I'd really love to breath cleaner air. Thanks.
@Steve-318
@Steve-318 Ай бұрын
It will be a boon for lung health in the cities.
@myphonyaccount
@myphonyaccount Ай бұрын
Bottled air! jk ​@@Steve-318
@malcolmrickarby2313
@malcolmrickarby2313 Ай бұрын
Aah , the serenity!😊
@dinaaperazzo5699
@dinaaperazzo5699 Ай бұрын
My son has a towing and recovery business, recovers and tows semi's for a living in the pacific NW. Even if these trucks never needed servicing, they still wreck, flip over, flip off the highway, over cliffs, into the Columbia river. Will my son be able to get the job done by putting a wrecker unit or rotator unit on one of these semi's and still have the power needed, enough charge on the truck? That's who these guys designing these trucks should be talking to. Get their input, let them test out a truck for Tesla.
@dannylemmon7123
@dannylemmon7123 Ай бұрын
“400,000km, those are real world miles” 😂
@andrewsaint6581
@andrewsaint6581 Ай бұрын
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.
@MrChongkahtze
@MrChongkahtze Ай бұрын
Challenges of an American😅 but those numbers are great numbers.
@gutspraygore
@gutspraygore Ай бұрын
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.
@vikingbase
@vikingbase Ай бұрын
Imagine having regenerative braking on 18 wheels! As long as it saves money, they will buy it!
@vincewestin
@vincewestin Ай бұрын
Regen only comes from the 8 drive wheels connected to the electric motors. No regen from the front or trailer wheels.
@lemongavine
@lemongavine Ай бұрын
The semi drivers will likely buy a Tesla as their personal vehicle after they see the light
@avaldes74
@avaldes74 Ай бұрын
Diesel truck have ZERO chance of competing with Tesla truck
@rogerstarkey5390
@rogerstarkey5390 Ай бұрын
​@@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)
@discardingsabot5898
@discardingsabot5898 Ай бұрын
Mostly, there will be few use cases it won’t be practical for. Logging and mining trucks refuel 3-4 times a day.
@wolfgangpreier9160
@wolfgangpreier9160 Ай бұрын
@@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.
@wolfgangpreier9160
@wolfgangpreier9160 Ай бұрын
@@t.d.5804 "Too large, too long, wrong height of the main pin, 2 rear axles instead of one" 1. it's V1, 2: Do you have the measurements? 3: can't say about that, 4: Not necessarily a bad thing.
@geirmyrvagnes8718
@geirmyrvagnes8718 Ай бұрын
@@wolfgangpreier9160 If there is a large shift to electric trucking, the market share among electric truck manufacturers will be dictated by mass manufacturing capability. If Tesla is number 5 in 2030, I will be very impressed by EU manufacturers at that point.
@dr-k1667
@dr-k1667 Ай бұрын
Thanks so much for posting this Farzad. There is always something going on in this space and I was out of touch for over a week which is almost a month in Tesla land. I heard about this and am really glad I got to hear these speakers. The Tesla Semi is late... but it's going to be GREAT!!
@larslysdahl4586
@larslysdahl4586 Ай бұрын
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 ?
@davidbeppler3032
@davidbeppler3032 Ай бұрын
Yes. They have been taking Gov money to do R&D in hydrogen without ever tying to make it work. Edit: fat finger
@kimjinrabi1035
@kimjinrabi1035 Ай бұрын
Making hydrogen fueling station is extremely hard. Who is gonna make thousands of those
@larslysdahl4586
@larslysdahl4586 Ай бұрын
@@kimjinrabi1035 yeah an often overlooked fact. And who is gonna produce the fuel profitably?
@donfields1234
@donfields1234 Ай бұрын
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.
@davidbeppler3032
@davidbeppler3032 Ай бұрын
Yes. The Gov gave them money to do research. That money has been spent. They failed. They lied. Thanks for the money.
@thewolfdoctor761
@thewolfdoctor761 Ай бұрын
A problem is that the semi factory in Nevada is being built at a snail's pace.
@davidpriestley3708
@davidpriestley3708 Ай бұрын
It took a while to get started, but is being built at a rapid pace. Meanwhile a small number of semis are being built. Tesla has maybe 100 in service internally, and Pepsico has 30 some and adding another batch.
@vincewestin
@vincewestin Ай бұрын
Building in the US is slower than China (or Mexico) due to government oversight. Once they really kicked off the factory build, they will be rolling out Semis within 18 months.
@Blockiee
@Blockiee Ай бұрын
Where can i find how many Semi's are made so far? Is thing is as huge as model 3?
@vincewestin
@vincewestin Ай бұрын
About 100 produced so far. Another few 100s may happen in 2025. Once the new factory ramps up late in 2025, there will be rapid expansion.
@vincewestin
@vincewestin Ай бұрын
One adjustment will be other drivers adapting to the capabilities of these trucks. The lack of need for downhill breaking may change some of the downhill speeds. For surrounding drivers, they are NOT expecting that a Semi can accelerate as rapidly as we see from the Semi. And since this is battery power, rapid acceleration does not cause much loss of range, so drivers are likely to use it to shorten route times. An 80T loaded Semi doing 0-60MPH in < 20 sec will take a while for everyone to get used to. This is faster than empty diesel semis generally do today.
@billyhack9673
@billyhack9673 Ай бұрын
How about plate recharge and replace? Like byd does.
@nononsenseBennett
@nononsenseBennett Ай бұрын
British Columbia has lots of low cost Hydro Power but lots of mountains. Having a full load going down the mountain provides lots (80%) or regeneration so the cost to power the vehicle is lower. BRILLIANT
@richiehart7858
@richiehart7858 Ай бұрын
Very worthwhile informative video.
@masonbiker01
@masonbiker01 Ай бұрын
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
@waterbearadventures7364
@waterbearadventures7364 Ай бұрын
If coke does not add Tesla,Pepsi will have the greater market cap very soon.
@ourfaithinjesus640
@ourfaithinjesus640 Ай бұрын
coke tastes better so I doubt it
@pyoodiepie
@pyoodiepie Ай бұрын
Who knew that they were owned by the same company. It’s called Pepsico (short for PepsiCoke)
@dalazyone109
@dalazyone109 Ай бұрын
Exactly ( Same Company ) similar to Oldsmobile vs Regal , but both were GM products.
@atanasiazz
@atanasiazz Ай бұрын
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+.
@quokka7555
@quokka7555 Ай бұрын
The initial comment and thread that follows, shows just how unintelligent the casual KZbin audience is.
@bobhuber462
@bobhuber462 Ай бұрын
This will save companies lots of money for sure and will help the environment a no brainer 👍
@billrodden4120
@billrodden4120 Ай бұрын
Imagine a fleet of these semis moving supplies for the city on Mars... 🤯
@NaughtyGoatFarm
@NaughtyGoatFarm Ай бұрын
What a great presentation and excellent presenter.
@bman1990
@bman1990 Ай бұрын
I really wish Telsa would focus on thier mission statement of providing an affordable electric vehicle for the masses instead of the useless, unproductive, privileged, rich.
@donwiechers
@donwiechers Ай бұрын
@@bman1990 tesla mission is to accelerate the transition to sustainable energy.... nothing about cheap stuff.
@vincewestin
@vincewestin Ай бұрын
The currently fairly expensive vehicles build the cash and the product knowledge to build the killer $25k (and less) vehicles at massive (10+M/y) scale. I expect you will like what you see on 10/10.
@DouglasJMark
@DouglasJMark Ай бұрын
I wanted to watch this. You delivered. Excellent stuff. Go Tesla!!! PS I wonder how the others stack up against Semi?🤔
@richb2229
@richb2229 Ай бұрын
Semi is not going to be a major product from a revenue standpoint however it’s extremely important when it comes to emissions and transportation of goods.
@alesh2275
@alesh2275 Ай бұрын
Most of Europe has a maximum width of 2.55m for trucks while Tesla Semi is 2.59m. How does Tesla plan to comply with this?
@karisigurjonsson
@karisigurjonsson Ай бұрын
Is the reverse door useful for drivers that need to go back and forth attaching the trailer? Any truckers here?
@richardnottage4737
@richardnottage4737 Ай бұрын
This guy should be on Tesla earnings calls. Very clear.
@DonziGT230
@DonziGT230 Ай бұрын
If widespread megawatt charging using clean energy becomes possible, the trucks will be great.
@davidclayton4712
@davidclayton4712 Ай бұрын
Well, d'oh! How about swapping half heavy drinks loads and half light chips loads to instead do all mixed (50/50) loads? Maybe not the same 'company' but the same actual company.
@kurtdobson
@kurtdobson Ай бұрын
What about the increased weight of the semi due to battery’s? I heard that bridges in the US won’t handle the additional load.
@mcsike7264
@mcsike7264 Ай бұрын
Its not that heavier than a normal semi
@richiehart7858
@richiehart7858 Ай бұрын
Class 8 weight limit is 80,000 lb. Apparently there is an exception for electric trucks allowing 82,000 lb. So a fully loaded electric is 2.5% heavier than a fully loaded diesel one. The bridges should be ok.
@mcsike7264
@mcsike7264 Ай бұрын
@@richiehart7858 fun fact the tesla semi is 26000 pounds so not that far off a diesel semi so our roads should be fine like you said
@iandavies4853
@iandavies4853 Ай бұрын
I could have overlooked the H2 IED on background mural, let alone the Segway!
@jovar7545
@jovar7545 Ай бұрын
Why Not let the Truck load with two Chargers?
@vincewestin
@vincewestin Ай бұрын
There are limits on the rate the batteries can ingest the charge.
@davecorbin5088
@davecorbin5088 11 күн бұрын
How about cost of fuel : diesel vs electric?
@jaimecerdagarza5119
@jaimecerdagarza5119 Ай бұрын
Close your eyes and you’ll hear Commander William Riker 😂
@HAL9000_ICantDoThat
@HAL9000_ICantDoThat Ай бұрын
Yes. Absolutely. I do indeed concur. Wholeheartedly!
@jaimecerdagarza5119
@jaimecerdagarza5119 Ай бұрын
@@HAL9000_ICantDoThat A simple “yes” would suffice number one. 😜
@kevinstory872
@kevinstory872 Ай бұрын
short haul electric is the most logical and eco friendly option, this is where electric should have started.
@vincewestin
@vincewestin Ай бұрын
Several other European makers are producing short haul EV trucks
@nononsenseBennett
@nononsenseBennett Ай бұрын
Hauling sugar water...Really good use of that technology!
@LJ-jq8og
@LJ-jq8og Ай бұрын
FARZAD💪❤
@BuckMcAntlerson
@BuckMcAntlerson Ай бұрын
Semi can be a big deal if they can really ramp it to scale. Would be wonderful to have the roads full of them.
@rogerstarkey5390
@rogerstarkey5390 Ай бұрын
1,000 per week from Nevada
@jaaklucas1329
@jaaklucas1329 Ай бұрын
Sick of breathing diesel fumes and hearing jake brakes!
@davidbeppler3032
@davidbeppler3032 Ай бұрын
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.
@geirmyrvagnes8718
@geirmyrvagnes8718 Ай бұрын
@@davidbeppler3032 Probably not half in a year, but give it a few, the companies sticking with diesel will have to scale down painfully.
@davidbeppler3032
@davidbeppler3032 Ай бұрын
@@geirmyrvagnes8718 Tesla expects to build 50k semis a year in 3 years. That is overnight to a company.
@ryanchappell5962
@ryanchappell5962 2 күн бұрын
The semi is so awesome
@EdisonAero
@EdisonAero Ай бұрын
That's really the point - get people over the mental blocks.
@jankohrasko5744
@jankohrasko5744 Ай бұрын
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.
@daveinpublic
@daveinpublic Ай бұрын
Good point 🤔
@AverageCarGuy
@AverageCarGuy Ай бұрын
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.
@GLH8
@GLH8 Ай бұрын
Charging is the problem, many trucks go to many different and new destinations every day. There is no guarantee that you will go to one with on bay charging. This will take decades to build.
@rockycata6078
@rockycata6078 Ай бұрын
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.
@notchism
@notchism Ай бұрын
Don’t forget the “gas” pedal
@sjvtesla
@sjvtesla Ай бұрын
Underrated conversation that will be misunderstood and benefits unrealized by MSM and Wall Street
@gabormark2294
@gabormark2294 Ай бұрын
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 😂
@marchillyard199
@marchillyard199 Ай бұрын
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
@MrJ027
@MrJ027 Ай бұрын
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
@HAL9000_ICantDoThat
@HAL9000_ICantDoThat Ай бұрын
Is this an assumption or have you been inside a Tesla Semi?
@coolblu101
@coolblu101 Ай бұрын
Tesla will trop mirrors in a heartbeat if they are allowed to.
@davidpriestley3708
@davidpriestley3708 Ай бұрын
Initial uses are dept based. There is space for overnight amenities once they are producing for these types of customers.
@michaelwempe6997
@michaelwempe6997 Ай бұрын
Elons companies (and the other staff too of course) make this stuff seem so obvious and easy
@nononsenseBennett
@nononsenseBennett Ай бұрын
I can haul chips with a pedal bike
@dallidvargas916
@dallidvargas916 Ай бұрын
I know I am off topic here, but does anyone know what happened to the Tesla Economist Channel?
@marcusoutdoors4999
@marcusoutdoors4999 Ай бұрын
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.
@leiflarsson9637
@leiflarsson9637 Ай бұрын
We are now waiting for the 200, 000 Robotaxis in Texas and then for the 250,000 Semis in USA.😊
@Zomfoo
@Zomfoo Ай бұрын
Purely local until battery tech gets much better.
@mcsike7264
@mcsike7264 Ай бұрын
It can do 1000 miles in a day just charge once
@davidpriestley3708
@davidpriestley3708 Ай бұрын
@@mcsike7264 40% of semis in the us are depot based.
@mcsike7264
@mcsike7264 Ай бұрын
@@davidpriestley3708 so get short range one XD
@davidpriestley3708
@davidpriestley3708 Ай бұрын
@@mcsike7264 Tesla semit has two versions. Standard is 300 miles/500 km. Long range is 500 miles/800 km.
@mcsike7264
@mcsike7264 Ай бұрын
@@davidpriestley3708 ya so?
@rioriggs3568
@rioriggs3568 Ай бұрын
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.
@donfields1234
@donfields1234 Ай бұрын
yeah.... you are way wrong and will eat your words. enjoy that multi course meal you set yourself up for.
@rioriggs3568
@rioriggs3568 Ай бұрын
@@donfields1234 bag holders don’t enjoy reality
@DailyThingsInLife
@DailyThingsInLife Ай бұрын
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
@rioriggs3568
@rioriggs3568 Ай бұрын
@@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.
@waynerussell6401
@waynerussell6401 Ай бұрын
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.
@QuitYourCryin
@QuitYourCryin Ай бұрын
A 2500 Ram van can be $60,000, Tesla needs to compete in COMMERCIAL FLEET vehicles.
@davidfrankel9267
@davidfrankel9267 Ай бұрын
Margin of Safety, Moat, Value are words that come to mind.
@quinto190
@quinto190 Ай бұрын
The Semi coming to Europe? Yay...
@captaincucaracha
@captaincucaracha Ай бұрын
Tesla semi will work in europes city network, not americas vast interstate network, maybe in 10 years it can be attempted again but not now
@mcsike7264
@mcsike7264 Ай бұрын
They are already doing that in the usa doing 1000 miles a day
@captaincucaracha
@captaincucaracha Ай бұрын
@@mcsike7264 tell me how long a trucker will have to wait to fill its battery, with a 100 kWh charger? 100 + kWh chargers are rare even in major cities not to mention that infrastructure as almost always broken or busy. The Tesla semi is 1000 kWh, so you will take 10 HOURS, to charge a single semi with a faster charger. You don’t live in reality if you think it will replace ICE.
@mcsike7264
@mcsike7264 Ай бұрын
@@captaincucaracha were tf did you get 100kw from 😂 tesla semi uses megawatt charging and its 30 mins driver can take there brake for driving 500 miles while truck charges and chargers are at pepsi and are at place there is not alot yet but some are at rutes thats how this thing can do 1000 miles in a day sitting and waiting for nothing
@captaincucaracha
@captaincucaracha Ай бұрын
@@mcsike7264 that’s not how it works, you don’t even work in trucking do you? Do you have a CDL? Do you work driving across 700 miles per day over 12 hours? Do you carry fully loaded 55000 lb loads of steel coil across state lines? Megawatt charging is impractical in most locations as you need direct connection to transmission lines, standard power lines don’t have the amount of power for this. This is an investment of nearly 100K per charger even more for new connections to transmission lines. If you have 1000 Tesla semis in a certain city, they will bottleneck to the available chargers, your absolutely ignorant to believe this could work as a practical replacement for ICE engines. Good luck in the summer when California has to turn off power for their BS public safety shut offs, not a single semi will get charged up and everyone with ICE engines will roll on by laughing at the sheep who thought the electrical grid can magically accommodate an entire industry and their requirement for energy
@mcsike7264
@mcsike7264 Ай бұрын
@@captaincucaracha hmm you do know you need electricity to pump gas right that 100k sounded like it came right out of your ass and like I said tesla use them to move things like parts and batteries from place to place also use to deliver cars as well and Pepsi use em daily sometimes 1000 miles a day look am not saying they will replace ice semis now so calm down keep your emotions in check well not gonna replace em yet also megawatt chargers are at some places already
@charleswillcock3235
@charleswillcock3235 Ай бұрын
This video could do with editing.
@mrnadra6843
@mrnadra6843 Ай бұрын
As trump would say: Huuuge
@kkrolik2106
@kkrolik2106 Ай бұрын
If catch fire in under sea tunnels, can make it collapse due this tunnel was not design to withstand EV fire
@marchillyard199
@marchillyard199 Ай бұрын
How long till you see a Tesla semi at the summer nats running quarter miles
@Dolemite23554
@Dolemite23554 Ай бұрын
Wow the company sounds so much better with anyone other than Musk talking.
@malcolmrickarby2313
@malcolmrickarby2313 Ай бұрын
So many brilliant people at Tesla. They can keep things going when Elon is running DOGE. The Department Of Government Efficiency. 😊
@Dolemite23554
@Dolemite23554 Ай бұрын
@@malcolmrickarby2313 Yes Tesla is full of brilliant people but the only DOGE Elon is fit to run is the Department Of Geriatric Embarrassment.
@chuongle2280
@chuongle2280 Ай бұрын
Can they even ramp the cybertruck?
@davidbeppler3032
@davidbeppler3032 Ай бұрын
The 100k version or the $60k version?
@jamesengland7461
@jamesengland7461 Ай бұрын
They're already over 5000 per month.
@geirmyrvagnes8718
@geirmyrvagnes8718 Ай бұрын
Yes.
@AsukaNoChanneru
@AsukaNoChanneru Ай бұрын
They're already selling more than all the other EV trucks combined
@BenefitOfTheDoubtInquiry
@BenefitOfTheDoubtInquiry Ай бұрын
Different lines and yes
@tonydeveyra4611
@tonydeveyra4611 Ай бұрын
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.
@geirmyrvagnes8718
@geirmyrvagnes8718 Ай бұрын
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.
@davidbeppler3032
@davidbeppler3032 Ай бұрын
Can't charge when you sleep?
@geirmyrvagnes8718
@geirmyrvagnes8718 Ай бұрын
@@davidbeppler3032 No, you can't, because that is when your wife/partner is driving. American long haul trucking is a whole... culture? Yeah.
@davidbeppler3032
@davidbeppler3032 Ай бұрын
@@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. ;)
@preeyakumari-i2q
@preeyakumari-i2q Ай бұрын
@@geirmyrvagnes8718. The one place where FSD would work would be interstates !
@JoinTheNoob
@JoinTheNoob Ай бұрын
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!
@marcusoutdoors4999
@marcusoutdoors4999 Ай бұрын
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.
@arleneallen8809
@arleneallen8809 Ай бұрын
Nice discussion, but full of strange cuts.
@haqk4583
@haqk4583 Ай бұрын
Yeah, I noticed that too.
@tylerking4576
@tylerking4576 Ай бұрын
Why is the CEO supporting drill baby drill? No Trump No Tesla. You lost the future
@not1word331
@not1word331 17 күн бұрын
Can you haul 40,000 pounds in a trailer? Take your fun and get lost. Excitement doesn't feed people.
@jon_dough_gets_it
@jon_dough_gets_it Ай бұрын
Who and how will these charge?. Right now only pepsi?
@geirmyrvagnes8718
@geirmyrvagnes8718 Ай бұрын
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? 😜
@subwarpspeed
@subwarpspeed Ай бұрын
It's answered in the video.
@fredhearty1762
@fredhearty1762 Ай бұрын
Great, thorough discussion. Lots of knobs to turn when you are changing the world.
@Mitch.Buchannon
@Mitch.Buchannon 29 күн бұрын
It’s a scam! Tesla Semis are not street legal in Europe and not practical on smaller, steeper and more curvy roads (there’s a reason, why lorries look different in Europe). Maybe Tesla should start producing (and selling!) trucks for the US market first?
@ChristopherLeeEdwards
@ChristopherLeeEdwards Ай бұрын
CATL equivalent battery, Plaid Motors and Regen on all wheels. Including on the tow trailer. Caravaning. Autonomous....
@wayando
@wayando Ай бұрын
Annoying background noises ...
@mikafiltenborg7572
@mikafiltenborg7572 Ай бұрын
R. I. P. ⚰️ Nikola Motor in year 2025...... (MARK MY WORDS!) 😎
@rare_wubbox360
@rare_wubbox360 Ай бұрын
Agree And rip peterbilt, scania, freightliner, and so one… in 2030
@wolfgangpreier9160
@wolfgangpreier9160 Ай бұрын
@@rare_wubbox360 Scania has sold more EV truck than all others bsiedes Volvo together. I don't know about the US manufcaturers.
@TheRoon4660
@TheRoon4660 Ай бұрын
I cursphe bacjground music drowning out narrators. It is totally amateur. No noise!
@jamesengland7461
@jamesengland7461 Ай бұрын
Exactly. I came to learn, not be subjected to someone else's taste in music.
@ed1303
@ed1303 Ай бұрын
SEMI has a different meaning in UK English
@iamzid
@iamzid Ай бұрын
How about tractor trailer?
@iandavies4853
@iandavies4853 Ай бұрын
Not in Aus. We call it a Semi.
@donfields1234
@donfields1234 Ай бұрын
bfd
@geirmyrvagnes8718
@geirmyrvagnes8718 Ай бұрын
Knowing Elon, the puns are fully intended. Especially the naughty ones.
@lessegomorepeace
@lessegomorepeace Ай бұрын
Fantastic direct from Tesla content. Super useful and inspiring
@loupustay5940
@loupustay5940 Ай бұрын
Wait till he gets the self driving mode up and running. Then there will be no drivers. That should be concerning.
@theobserver3753
@theobserver3753 Ай бұрын
We need more specs
@Les_S537
@Les_S537 Ай бұрын
Good stuff Farzad!
@sirkingkongcarter4055
@sirkingkongcarter4055 Ай бұрын
Pure excellence
@JasonTuruc
@JasonTuruc Ай бұрын
The big question is: What's the ETA of FSD even Beta for Semi
@lordinquis8r679
@lordinquis8r679 Ай бұрын
Thanks, Farzad! I’m hoping that the RV community is as excited about this product as I am.
@yourlogicalnightmare1014
@yourlogicalnightmare1014 Ай бұрын
Weird that they never consulted actual truckers to address all the complaints of their ridiculous interior design
@davidpriestley3708
@davidpriestley3708 Ай бұрын
Even weirder that it never occurred to you that they did, and that maybe other drivers have a different opinion than you?
@yourlogicalnightmare1014
@yourlogicalnightmare1014 Ай бұрын
@@davidpriestley3708 😄 I'm quoting reports from what actual truck drivers had to say about the idee autistic layout and sleeping quarters that truckers are used to. They had a list of complaints including to dim witted center seat layout. Tesslugh decided whats best on truckers behalf.
@davidpriestley3708
@davidpriestley3708 Ай бұрын
@@yourlogicalnightmare1014 Time will tell. Saving 50% on energy cost might affect opinions. 😊😊
@jexterjackson3087
@jexterjackson3087 Ай бұрын
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....
@michaelkeppler6593
@michaelkeppler6593 Ай бұрын
Key questions: Will the Tesla Semi include FSD? Could we see Robo Semis soon?
@robertwhite3503
@robertwhite3503 Ай бұрын
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.
@wolfgangpreier9160
@wolfgangpreier9160 Ай бұрын
"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.
@donfields1234
@donfields1234 Ай бұрын
yes and caravans with one driver first, then full automation pending regulation approval.
@cadthunkin
@cadthunkin Ай бұрын
They are so powerful, they can pull the extra weight of a diesel generator to charge their batteries.
@johnlehew8192
@johnlehew8192 Ай бұрын
Can’t wait to see Amazon driving Tesla delivery trucks instead of those fugly Rivian trucks
@heart-of-people
@heart-of-people Ай бұрын
Large trucks need a lot of energy to transport heavy loads over long distances. Isn't hydrogen fuel cells better than electric batteries?
@davidpriestley3708
@davidpriestley3708 Ай бұрын
500 mile/800 km range on a single charge, fully loaded. Pepsico has operated their trucks 1000 miles 1600 km in a single 24 hour period. And where are you going to get the hydrogen? All methods are higher cost and have significant energy waste compared to electric.
@hanswitvliet8188
@hanswitvliet8188 Ай бұрын
Eh, no. A decade ago, the weight of hydrogen storage tanks could compete with batteries, but because of the constant and rapid development of batteries that battle has been lost by hydrogen. Also, the costs of hydrogen and its availability makes it unattractive. The number of service stations that are connected to a national grid of hydrogen pipelines are too limited. And when needing trucks to supply H2 service stations it will become an infinite loop of losses. Finally, the time and costs for deploying H2- service stations far exceed that of super/mega-chargers.
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