The Tesla Semi truck can’t be copied, and the others are embarrassing far behind

But why am I so excited about this truck ? I will never get a Semi truck, and it will probably be years before we see the Tesla Semi truck in Europe. But the Tesla Semi truck is just such an important product. Not just for Tesla, but for all of us. It is such a game changer product!
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[@chadfaulkner3600]

As a 2nd generation trucker with over 25 years experience. I can't wait for the tesla semi

[@Mrbfgray]

Good to hear that. Are you expecting to retire this decade?

[@mr.pocket575]

I'm interested to see the stress tests that an electric semi will be put under. Will it be as reliable as diesel or better? I hope so lol

[@gcauldwell]

@@mr.pocket575 EV is to Transportation, what digital was to photo, video, telephone. Full of glitches when new, but obvious endless possibilities sped adoption like a Starship

[@dipladonic]

@@gcauldwell Nonsense, the insurmountable problem with the Tesla semi is the huge amount of current that it takes to charge it and therefore the incredible strain that only a few of these things will put on the electricity grid.

[@hankkingsley9183]

You are anticipating a robot taking your job :)

[@TheDenooneD]

As a truck owner operator it will be really interesting to own a truck where you dont have to do 75 % of regular maintenance we do today. I would like to drive tesla truck for a few months,maybe I like it.

[@victorvandyke9898]

Well Lars, I am just a consumer and placed my order for a Semi truck back in April 2020. I plan to lease it out to local freight companies, perhaps also hire me a driver. I cannot wait. The cost of shipping is only gonna go up due to the driver shortage and continuously increasing Diesel costs. I consider this an investment more than just buying a truck.

[@gcauldwell]

wow! Best to you, brilliant plans!

[@matthewclark2123]

My neighbor is a driver, and I’m thinking of partnering with him. Once these vehicles can platoon together, one driver three trucks , profit profit profit. !!

[@steverobbins4872]

The low cost of ownership (maintenance + electricity) means some people may buy a Tesla truck to use as a mobile home.

[@jooptablet1727]

That's why Tesla will announce an RV or at least a van sometime soon (hopefully!). People already live out of their Model X today.

[@adamsawyer1763]

This is my dream

[@rogerdsmith]

Do a search either here on KZbin or online for a class of motor homes called, “Super C” class. Someone will do this soon.

[@macioluko9484]

Yes! Cyberlander will be huge

[@steveblomefield9513]

Mmmmm yes. I want one pleeeeeze

[@Urgelt]

You're 100% right, I believe. Semi is a crazy-good upgrade for the road shipping industry. It will reduce their costs, reduce accidents, and speed deliveries, while reducing smog and consequent health impacts. There is literally no aspect of this vehicle that will not be better than diesel or existing electric prime movers. Elon predicted that platooning Semis will bring shipping costs below the cost of freight trains. (For those unfamiliar with the term, 'platooning' is a series of Semis with one driver in the lead and autonomous Semis following.) Imagine if freight trains could go anywhere there are roads, instead of being confined to rail tracks - and cost less at the same time. Today, a long line of semis often pose inconvenience to other travelers, but Tesla Semi doesn't have to slow down for uphill grades. Demand will be incredibly robust. Now the problem is making enough of them. Go faster, Tesla!

[@jasonc6194]

Can you imagine how the cost of goods will be if the Tesla semi can gain critical mass? It would change the entire economy. Inflation would be at a headwind overall in the long term. However, I think this could take 15 years or so.

[@jeffnewcomb601]

@@jasonc6194 It would barely dent the cost per case average, honestly. That's the only thing shippers know how to track. So much of cost is wrapped up in the rest of the supply chain... That's why drivers get paid shite.

[@Urgelt]

@@jasonc6194 The world can't be changed overnight. How long will it take to produce a million Semis? I don't have an answer, but it won't be soon. Reducing shipping costs will be anti-inflationary, but there's an awful lot of variables going into the inflation indices. Shipping costs are not usually a dominant influence; they're a small part of the cost of products.

[@carholic-sz3qv]

Lol..... the platoning thing has to be the dumbest idea of the deceny, trucks have very different destinations and departure and arrival, loading time......

[@Urgelt]

@@carholic-sz3qv A train uses platooning. Some shipping needs are met by platooning already.

[@Sprinklebesties]

I am a truck owner Tesla semi would change my small business cannot wait

[@gcauldwell]

bet you're watching Pepsi even more than rest of us

[@marqbarq5977]

Don’t underestimate the power of the predefined routing technology. Quite a lot of the long haul, more expensive, trucking is on very well known routes that are very repeatable. Most long haul goes from distribution center to distribution center. These distribution centers are often outside of large cities centers. The local driver takes it the last mile. If you make autonomous the long haul stuff, it will free up a workforce for the more challenging local parts.

[@gcauldwell]

Good points. (BTW, geofenced FSD will be dead in the water when a road is closed - until ... towtruck arrives? or ... spring?)

[@steveperreira5850]

I agree with you, and I think Tesla believes the same thing, long-haul will be autonomous pretty soon. It’s the easiest problem to solve.

[@lesliekaluzny5861]

As an Operations Manger (retired now) for a Truck/Crane Company, there were 3 conditions that needed to be attended too in order to keep the machines rolling; Men/Women, Machine's & Weather. The tendency for humans to grow tired kept me awake at nights, with Autonomous Vehicles that also measure the psychological state of the driver & can communicate through the Driver's language by giving a soothing analysis of his/her state of mind should help keep Dispatcher's from losing their State Of Mind!

[@gcauldwell]

Elon: 1 Down, 1 in progress, 1 ToDo

[@googadisbeotches9360]

They've tested the new batteries kept under wraps in the semi and roadster prior to the unveiling, made deliveries with their trucks and tested loads all this time since after the unveiling, they finished the semi cold weather testing in Canada and Alaska years ago, they have a time tested truck ready for sale when they have the batteries available for mass production. It's everything you can ask for and more than you can imagine.

[@KineticEV]

Can you imagine. A truck driver being require by law tocpull over and take his break and in that time he simply plugs the truck in to get a full state of charge but when he gets back out there on the road he or she now has autopilot that will show traffic around them and in their blind spot as well as keep them centered in their lane. That is a pretty valuable feature to have.

[@lesliekaluzny5861]

@@KineticEV In the short term the law has to change to recognize that Autonomous Long Haul Trucks make Time Sheets for continuous hours of driving by the Human Driver superfluous because the Human Driver can sleep on long trips because the Autonomous Truck is the safer driver. Activity at delivery site will need the human driver also in the short term but eventually drivers will handle the logistics of the trip through off-site monitoring with the voice of the truck yielding to the monitoring driver if delivery site interaction is needed due to changed circumstances!

[@me1assassin]

Tesla will have the same problem with its Semi that it has with its cars, a supply issue, not demand. It will take years just to satisfy existing demand, let alone how many folks will want one after they are out and about and they get butts in seats. Imagine how nice it will be in a Semi, when parked, not needing to idle! Diesel trucks idle a crazy number of hours, plus when they are resting at a Truck Stop. In the winter there is a fog of diesel at truck stops. Even light winter. On hydrogen fuel cells, why is it no one bothers to talk about the replacement? Fuel Cells only last appx 100-150K miles (depends on hours more than miles). Then you have to replace the Fuel Cell, and they ain't cheap. Not to mention you can't just let the exhaust (water) spit out the back (imagine the fog in traffic on a cool morning). Of course Big Oil wants Hydrogen badly. They would love another way to enslave us under an additional yoke and keep things as they are.

[@4literv6]

Don't forget those hydrogen monsters also require? A big battery, electric motors, use an inefficient conversion process. And to top all it off rare earth elements needed for the catalysts have to be mined for. Oh yes and the infrastructure to support them doesn't exist. Where for ev trucks, electricity exists everywhere they go already. 🤔

[@bluetoad2668]

Who'd have thought that Elon was right about hydrogen? I mean it's not like he's ever been right before, is it? 🤣

[@gcauldwell]

Joe Justice asked about $100K share price - he said "conservative". I can see it now

[@MorganMadej]

Ah ha! That explains why the media is pushing Hydrogen so much! Elon was right to criticise it as a fuel source. ⛽ It's a big confidence trick by dirty Fossil Fuel purveyors who have existed on government subsidies all over the world to the detriment of renewable energy sources, suppliers and taxpayers! Not forgetting the pollution of the air we all need to breathe!

[@ShneekeyTheLost]

You are correct that the biggest problem Tesla has is not enough production capacity. That's why they're building GigaTexas and GigaBerlin. You'll probably see a few more GigaPlants pop up to further satiate the market.

[@weirboy77]

The competition to the Tesla semi is as imaginary as the nikola badger

[@anthonylosego]

The only thing holding Tesla back now is having facilities to build this stuff. Building the places to make stuff is huge. TerraAustin is going to knock it out of the park. GigaBerlin will follow up behind Texas. Seems Berlin is less efficient than Texan thinking! lol They are funny that way.

[@psuperpsychophreak]

4680 might just make the difference. Will let you know when mine gets delivered... 😉

[@carholic-sz3qv]

In your dreams.....

[@carholic-sz3qv]

@@psuperpsychophreak stop talking about the stupid 4680 and factories, the most important things are the raw materials and nothing else.

[@mikec886]

Haha

[@nahuelkondratzky7664]

I'm a truck driver, can't wait to get behind a Tesla semi

[@melophoga]

Speaking of Hertz...those Teslas will maintain their value and Hertz won't have to buy new models every year...a main cost structure of their business model.

[@chrisheath2637]

Lars - I'm always blown away by your productions. On your own, you create great and interesting content, keep up the good work!

[@gcauldwell]

he's the new "Army of One"

[@DannyCzech]

I'm not aware of the rest of this channel production, but this is just complete rip off of Tesla's presentation from 2017. Basically not even one new fact.

[@gcauldwell]

@@DannyCzech Nothing new since 2017? Ha ha Ha you’ll have better success as a politician, or a reporter!(maybe you already are)

[@DannyCzech]

@@gcauldwell Yes, this video only summarized, what was said on Tesla presentation, nothing else. Just lost time wathing it.

[@theodorehaskins3756]

@@DannyCzech So why did you watch it?

[@granthendricks5988]

Tesla Semi, wiping out Peterbuilt, and International sales instantly. 2015 International 500 horsepower $180,000 Cdn. A new Tesla Semi is $180,000 US, and pay for its cost in 2 years in fuel savings and maintenance. Plus, it’s has 1 gear, no stupid 8 gears with double shifting! As a huge bonus, the 4 dependant electric motors prevent spin out common on snow covered roads. Tesla will have to build out a charging network, but then it’s game over.

[@toddmarshall7573]

Trucks largely refuel at huge truck stops. It will be easier and cheaper for Tesla to provision existing truck stops than it is to put in new car only sites. Local only truck lines will install chargers at their own site. The sites are already there for the trucks.

[@peterinbrat]

Biden wants thousands of new charging stations as part of BBB.

[@corywhyte2899]

Great video. Except I have to say, as a truck driver, 18 speed is not hard to drive. Also, as a truck driver, trust me when I say you do not want "anyone who can drive a car" to just hop into a semi and haul a loaded trailer over the mountains. I understand your point though haha. I would love to see what options are available to run pumps and other equipment on the trailer / pups. We haul water locally, and a tesla truck would be amazing if it had a day cab as well as the ability to run a water pump.

[@biovmr]

Driving a Tesla Semi will be easier than the traditional ones, BUT there is a training requirement for these very large vehicles. Takes about 2 - 3 weeks of training in most cases to get a CDL (Commercial Driver's License), due to the many, many considerations a commercial driver must attend to. Having a 5th wheel and 48 feet of trailer takes some practice.

[@toddmarshall7573]

It takes 2 to 3 weeks to train a new McDonalds worker.

[@stevecraig3004]

Remember that the Tesla Semi will automate many of the functions CDL drivers do now. It will probably still take some weeks to get new drivers up to speed, but over time the efficiency gains will be enormous.

[@actionjksn]

Semi trailers are actually 53 feet not 48 in the United States.

[@biovmr]

@@actionjksn Actually both lengths are considered 'standard' (go figure). The 53' ones tend to have it written on the side; haven't seen many 48' trailers with it written on them.

[@biovmr]

@Eda Bay-Gaddix Agree, but the transition period will be perhaps 5 - 7 years before the Tesla semi product sells WITHOUT driver controls. Could be sooner, but I doubt it.

[@SafepathUS]

Yay, the first few comments. Tesla semi version proves much more efficient transport! 😃👍🙏Big transport shippers know costs, less maintenance + safer! Thank you Tesla.

[@gcauldwell]

Cheaper! = best way to sell electric to sceptics & holdouts!

[@carholic-sz3qv]

That's what she said LOL......

[@edwardriffle29]

Can’t wait for Tesla trucks on the road. Will start a new era in transportation. Thanks Lars another great video.

[@gcauldwell]

'his horn went beep, beep, beep' instead of being stuck behind slow-moving 18-wheelers

[@carholic-sz3qv]

It will never start a new era in transportation sorry to disapoint you, until its able to haul like a Australian road train, or cross the outback it ain't shit.

[@edwardriffle29]

Revolutionary even for the outback

[@carholic-sz3qv]

@@edwardriffle29 big lol......

[@damiaanspatrick2050]

"The Tesla Semi Is An Engineering Failure" = is a real good video.

[@drsmetal2747]

GM had their chance in the 90s with the EV1. Back then, Americans had the car-loved it. GM caved to the oil companies and scrapped the Evs. Karma came back to haunt them.

[@anthonybha4510]

The sooner GM dies the faster the transition happens. One day, all the traditional companies will wake up to all their ICE tooling being worthless!

[@justocho9090]

So true. Now GM will soon to be scrapped like how they decided to scrapped their revolutionary idea of ev’s in the 90s

[@theodorehaskins3756]

@@anthonybha4510 Thank you so much for your comment! I think you’re spot on & I couldn’t agree more! So I don’t know what any politician knows about technology, but I can tell you this the miscalculation of this administration not understanding the elephant in the room isn’t Tesla it’s the OEMs that will require a tremendous bail out and even if they attempted to bail them out, I think it won’t work & I’m hoping the public will have none of it, because as you so correctly stated here, the sooner these people go out of business the faster the transition to EV’s will take place! So again thank you for your comments you are absolutely right on the money! Cheers!😎👊🏽

[@stigbengtsson7026]

Yea to scrap the EV1 was the dumbest thing on earth, people who used them liked them. So good bye GM.

[@flthunderdigginwrob3162]

DRS, absolutely. Every now and then I pull that old DVD out; WHAT HAPPENED TO THE ELECTRIC CAR? and watch. GM FORCED people to turn those cars in at end of their leases and wouldn't give them the option of buying them!

[@williamwoo866]

Mr. Lars. I like your truck stuff. My final goal is to save the planet by taking my stocks and hopefully make a ton of money from TSLA stocks. I plan to dump or donate it all to the Amazon forest. I am getting old like 71. So this is my final push to save planet earth. Keep up your great news

[@toddmarshall7573]

There's a new Amazon forest....it's the pile of broken down boxes in my house from their deliveries. That's got to change. I'm 77. The planet is in better shape than it's ever been in my life. Look at some pictures of Washington DC in 1900. Not a single tree. They were all cut down for the railroads.

[@SlotHits777]

The semi will have a significant lower ownership cost, no oil, no gas.. minimal maintenance -- should help with cost of goods, by lowering delivery costs

[@gcauldwell]

it's hard to think of a downside!

[@williamwoo866]

Lars lets not forget that Trucks might be only 4% of the vehicles on the US roads, but they produce 60% of all the fine particle polution, and 1/2 the Nitrogen polution in the air. I worked 29,.5 years as an engineer that serviced dynos, and smog machines. Yes we do need to clean up our mess

[@DishNetworkDealerNEO]

There can be a driver in the a sleepover cab, so actually the big feature is to have quick charging so the drivers can be swapped . In the USA, a truck going across the country can end up going from the ports in Los Angeles all the way to distribution centers in Chicago and even New York City or Atlanta, Georgia. It’s way different in the USA than Europe! Except for charging, that Semi Tractor will be in motion 24 hours, 7 days a week!

[@richb2229]

Yes that’s done but it’s expensive to have 2 drivers for one truck. So not every long hauler has 2 drivers they just take the time penalty. However, FSD will virtually eliminate that.

[@DishNetworkDealerNEO]

@@richb2229 even if FSD were perfect, if would take a while for the Federal Government to act and allow the driver rules, and log books to change.

[@danielwallace1531]

You can charge a truck while you’re having dinner breakfast or lunch or your break

[@josepeixoto3384]

@@danielwallace1531 Hmmm..Teslut 3 goes 20 miles per each hour of charging at 240 volts...when it's new; and.... just *WAIT* until a truck needs repairs and you have to wait a month,or 2, for it , NO mech can touch it, Mr.Elon is AGAINST that !!! Better have another truck, but a diesel one, on the ready...i would

[@danielwallace1531]

@@josepeixoto3384 if your trucks out of service for repair you go to rider Penske or others and rent a truck

[@googadisbeotches9360]

They've tested the new batteries kept under wraps in the semi and roadster prior to the unveiling, made deliveries with their trucks and tested loads all this time since after the unveiling, they finished the semi cold weather testing in Canada and Alaska years ago, they have a time tested truck ready for sale when they have the batteries available for mass production. It's everything you can ask for and more than you can imagine.

[@jstoltz6803]

You get this truck and you’ll have drivers lining up to drive for you, and a waiting list to replace those drivers that don’t toe the line in regards to safe and courteous driving as well as abusing their trucks, all small issues with the current driver force as I understand it.

[@gcauldwell]

did not think of that - thought it was 100% counting on FSD to fix driver shortage problem

[@carholic-sz3qv]

Or just pay the drivers well thats all whats needed, the same goes with teachers, nurses......

[@carholic-sz3qv]

@@gcauldwell the FSD is nowhere near accomplished, the "self driving " truck won't change a tire when its down.....

[@toddmarshall7573]

Mischaracterization. Truck drivers (especially over the road drivers) are the most courteous, safe, efficient, and responsible drivers out there...far more so than auto drivers.

[@toddmarshall7573]

@@carholic-sz3qv Neither will diesel truck drivers. They call tire service for that.

[@8repeels8]

First, love your show. Your point stands concerning the superiority of the Tesla semi. However, there is a lot more to driving a semi with a trailer than changing gears. FSD for highway/freeway in the USA will be sooner than in the cities. Driving a rig in the city is a nightmare.

[@fluffyduckbutt24]

Zach and Jesse from Now You Know are getting a Semi.

[@gcauldwell]

also, Zach can't for for his Rivian

[@mikafiltenborg2291]

Wooo-ho cool

[@donkanis6141]

I have been in heavy transportation truck/rail since 1973. If Tesla’s semi’s are anywhere near what’s stated the Tesla heavy transportation sector will make more money than all the rest of Tesla combined. I promise.

[@sailingonasummerbreeze7892]

The Nikola One can do 5 MPH down a 5% grade :-)

[@mnp3713]

The Nikola One though is effective 0% battery use

[@flthunderdigginwrob3162]

LMAO

[@mikafiltenborg2291]

Nikola = Worst SCAM company ever

[@carholic-sz3qv]

Are you just a troll or what?!

[@ryan6391]

That was a good laugh 😃

[@debbiepring2236]

I love the fact that idling tesla trucks at the shipping ports waiting in long lines will be clean and not pumping diesel and c m into the air!!!

[@RTD3]

I own a manure hauling business and I'm holding out for the Nikola One.

[@gcauldwell]

Best laugh of the day AWARD - thank you!

[@mikafiltenborg2291]

Hope you only will "drive" (roll) Down hill. Lol (Nikola ONE = a big SCAM, with gravity engine ) 🤣🤣😂😂🥴

[@DeWalt20V]

You’ll be busy!

[@kevinbailey8827]

I call BS.

[@danielstapler4315]

You should get a Nikola FCEV because you could make you own Methane and convert it to Hydrogen - I think you would be onto a winner!

[@M-TRON]

The all time best Tesla advocate happens to be a non-american.. Bravo, Lars! We need millions of you, brother!

[@Nobody-Nowhere]

leading cause for driver shortage is that they are not paid enough, and that automatization will completely destroy their livelihood so who would want to be a truck driver?

[@stevemccormack9948]

No. Its 4 years now since the introduction of the Semi truck and it looks like there is some distance to go. I am a fan of what Tesla has done but we have to hold them to the same standards as we do others. Tesla have not delivered the Semi as yet. I will believe it when I see a Semi pass me by in service in the street. Its not that it is impossible to make such a truck - of course its not. But it hasn't appeared as yet despite all the inevitable interest from all the corporate customers such as DHL and just about everyone in the transport sector.

[@Jens.Krabbe]

Tesla semis have been spotted in the wild for some time now. True, mass production haven't started and neither have deliveries to real customers, but it's way past vaporware. The delay is mainly due to limited battery production.

[@harsimranbansal5355]

Tesla semi is in limited production and the first units will be delivered before the end of 2021 to Pepsi.

[@aw7425]

Wow, I should have bought more stock….thanks for the update Lars, we live in amazing times

[@gcauldwell]

yeah .... should've bought more before split

[@charleswillcock3235]

One more thought regarding trucks on the road. How trucks are taxed affects how they are used. 20-years ago I used to work for a large printing company with a fleet of lorries. Back then because they only delivered our print the road tax was lower than a general haulier would pay. The transport manager pointed out to me that in the UK there are a lot of trucks driving round empty. If the amount of empty journeys was reduced that might be one more contribution to improving the efficiency of trucks on our roads.

[@jcjensenllc]

I will buy the semi, but not for the autonomy. FSD 4 or 5 is 10 years away. Full autonomy requires decision making and human to truck interactions like; "back into bay number four and wait their until bay eight is free then move there". Another example... at an inspection or weigh station: "your load weighs too much and your truck is missing mud flaps so you need to remedy before continuing"

[@gcauldwell]

True that multitude of advantages even before FSD. Many of us think L5

[@georgeoriold8798]

The steering and seat in the Semi truck is in the middle of the cab. I presume this means that it can be driven both in the right and left side of the road. NO need to modify it for different markets.

[@Mbongeni_Nyathi]

Man oh man the VW cars vs Tesla truck comparison is underrated.

[@richard--s]

VW driver on a red traffic light: Oh, there is a truck in the right lane, I take the left lane and will overtake him when the light turns green. Green light: ... Semi disappears in front of him... ;-)

[@Mbongeni_Nyathi]

@@richard--s vw ev owners will end up trading in their evs for Tesla Semis

[@richard--s]

@@Mbongeni_Nyathi haha, well, not really, but the might whish they had a Tesla ---- or they are evil and propose to limit the power of cars "to reduce power consumption" while the low power VWs have a higher consumption than the high power Teslas... but they will try to limit the power of cars because they can. For stupid reasons.

[@guyosburn8858]

Wow! Semi TAAS! I never considered that! My Mind = BOOM!!!

[@paulmcgreevy3011]

Tesla semi will be $300 grand more like now I reckon. Battery supply too limited and economics too good to be selling at $200 grand plus inflation has ramped costs

[@david.mysticalbeing]

I just keep buying tesla stocks with every spare penny

[@gcauldwell]

the way to go! (me2!)

[@mikafiltenborg2291]

Me too. And buying a Tesla car later (maybe in 2030) I'm a truck driver and like the SEMI! 🚛👍

[@salty_berserker_channel]

Hydrogen is a joke. If you aren't using renewables to produce hydrogen, you lose the efficiency in the production process. Might as well charge a battery with that power instead. And containing, transporting, and dispensing hydrogen is dangerous and very difficult. It is the smallest and lightest element after all.

[@stigbengtsson7026]

Yez wee met the problems alreddy in 2003 when here in Europe, with a whole iot of hydrogen busses, they were twize the price of trolleybusses, and demand full time repairman and the enery consumption 😫. Soo all that speaking of fuel cells, it is not easy not at all. And besides that, they have to have batteries onboard 😅

[@MarkXHolland]

Plus the infrastructure needs building, at great expense. We already have a serviceable electricity grid. Big auto like it because it retains the filling station business model. Hydrogen is a dead end for personal transport and Tesla will make it a dead end for road freight, too.

[@gcauldwell]

$Trillion shortcut hint: learn from the guy with 420 IQ (he' in the energy biz too)

[@gcauldwell]

@@stigbengtsson7026 listening to Elon could've saved then all that trouble & $$

[@mikafiltenborg2291]

Agree. Hydrogen is a waste of time and energy and money. But the stupid scam company Nikola Motor don't think that. Lol Nikola bankrupt before end of 2022...

[@dareldavies2674]

When Tesla Semi is FSD and Fleets of driverless trucks are achieved it will also disrupt the Rail intermodal business.

[@Leafbinder]

good because im tired of listening to train horns every 20-30 mins where i live.

[@dhincks1]

Yes and will relieve the tracks. Then we can finally have high speed bullet trains. Freight is why the routes kept to weight instead of speed.

[@gcauldwell]

@@dhincks1 Electric bullet trains, of course

[@elvism684]

@@Leafbinder 😆 There is a traintrack one block from where I stay. When I travel it’s difficult for me to sleep without hearing it. It doesn’t pass by every 30min though. Mostly freight trains.

[@barrymiller99]

Even if truck drivers are required, they needn’t be highly trained, high salaried professionals. More like babysitters, there for emergency situations.

[@chrisjones1923]

Sounds contradictory?? If they are needed for the emergency then they better be high paid professionals. From my perspective…

[@markplott4820]

Agree, you can operate a Tesla Semi with a normal DL. due to built in Safety and Auto Docking & Undock features.

[@barrymiller99]

Yes, just as baby sitters also need a level of intelligence, awareness, and intuition.

[@MichelDerome]

What will be in my mind is the truck will be autonomus driving on the highway and the driver will take over once it reaches the destinations. At the beginning it will be with a driver followed afterwards by the driver waiting at the exit of the highway to take over for the dispatching after. Eventually driver will become more a specialist for bringing a plus value also not every situation will permit to not having a driver.

[@gcauldwell]

@@chrisjones1923 not at all. just human. like baby sitters. know whom to call & how.

[@RealRusty]

$TSLA 🚀🌕📈

[@mikafiltenborg2291]

.... To the Mooooon ⬆️🆙⬆️🆙⬆️🆙⬆️🆙⬆️🆙⬆️ Tesla = biggest company in the world before 2028! (psssst. Just wait for the Tesla Energy... it will be BIG)

[@stevenblackthorne4790]

At about 15:30, you say "One of the leading causes keeping the driver shortage high is the high average age of the current workforce." This exactly backwards. The high average age of truck drivers today is an EFFECT, not a CAUSE of the driver shortage. The basic cause of the driver shortage is the failure of the field to attract young replacement workers, so that as the existing population of drivers gradually gets older, on average, they are not being replaced by younger drivers.

[@gcauldwell]

it seems both are symptoms, equally. What is the CAUSE of the failure to attract youth? I see an ad on the back of practically every truck (starting pay? training too expensive or difficult? not high-tech: not sexy? or not S3XY?

[@peterinbrat]

I live in a rural area with truck drivers who own their own rigs. You can't own a rig living in an apt and homes are getting out of reach for younger drivers.

[@ryvyr]

It cannot be overstated: by all known accounts, any fluctuating price of TSLA is a grand bargain compared to years out :>

[@gcauldwell]

TSLA is the next TSLA !!! (more than once)

[@robanderson9565]

In 2 years 80% of all Semi's sold will be Tesla

[@thefish5861]

No way. That scale of production is not possible. Certainly not that quickly.

[@kevincrady2831]

I doubt that. Semis take a shit-ton of batteries, and Tesla will be ramping up production of all their other vehicles and trying to meet demand. They will dominate semi sales eventually, but like most good things, it'll be harder and take longer than we'd like.

[@philliptemple4534]

@@thefish5861 He said sold, not delivered :-). You can buy their standard range Y, but it won't be delivered until some time in 2023. Phillip.

[@EnerGeezerSquirrel]

Damn: can I ever be slow sometimes. Not only is the central driver's position better for sight and manoeuvring, but it makes the truck saleable in ANY jurisdiction. North Americans drive on the left, Brits on the right? No problem! Same truck. minor changes. I have a hunch that Tesla should be considering a central driver's position for their GT* model. ( the much vaunted and anticipated $25,000 "peoples' car" ) Yes, that's a dig at VW. Also, the driver shortage might not be so consequential if one factors in Tesla's capability to "wagon-train" their semis. For large volume transporters Tesla can even make "locomotives" as a pilot car, where the driver sits and "freight cars" without the need for even a cabin as foilow-tainers, or F-trains for short. Tesla saves, the customer saves: win / win! * ( GT: the Greta Thunberg edition )

[@MorganMadej]

Nice one "GT" as Greta is a young Heroine to her peers and the older generation who admire her courage and vitality in standing up to world leaders with their Fossil Fuel agendas! She needs all the support she can get. As politicians like Johnson in the UK subsidise big oil and coal at every opportunity for kickbacks from donors for putting contracts out to friends and family members without competitive tender!

[@gcauldwell]

Global Position Steering, GT, Peoples' Car -- all brilliant!

[@Mrbfgray]

Truck driver shortage in US has been something of a multi-decade thing.

[@tomasthomas8563]

Part of the problem is that many states have legalized marijuana in one form or another. The federal medical exam for CDL certificates tests for drug use, this tests for marijuana. If you are caught with a dirty sample, first time, 6 month suspension of your CDL certificate. This is the same suspension if you get caught with alcohol in your system at exam time.

[@gcauldwell]

@@tomasthomas8563 Wow! Most people don't realize, just b/c you live in a legal state, you still live in the same country (US Feds never let up; crossing borders will still cost you)

[@bobdyck8508]

What an amazing presentation. Thank you so much. One thing I don’t understand is why anybody would have a thumbs down. Perhaps I do. They must be manufactures of gas guzzling polluting stinking trucks

[@salty_berserker_channel]

Just wait til the Nikola semi truck comes out! Tesla killer 😆

[@percurious]

Great Overview of the Semi-economics there, thanks! "Fun" fact about the Brexit-Trucker situation: the cause why they are in need for "only" 95k truckdrivers is: they had to raise wages massively to attract more people - and succeded: all the british _Bus_drivers took the opportunity to switch to a much better paying job ;-)

[@fenrirgg]

Smart drivers haha

[@ChrisBrengel]

1:01 "The Tesla semi truck is just so superior that It would make no sense to buy anything else." Except the Tesla semi isn't available and other trucks are. So lots of people will buy electric semis from other companies.

[@norcalpinoy9618]

Wow the truck will wait for you while it's charging and not you waiting for the truck while charging.. .awesome!

[@human_shaped]

There is an important metric you're missing which is the weight of the batteries and the resulting ultimate cargo capacity. There is a maximum legal permitted weight of the rig and the tons of battery eat into the maximum cargo budget. Less cargo capacity costs trucking a lot. EU and US are in the process of making some special rule exemptions for just EV trucks, which seems like a cheat because they're still weight on the roads, but even with that it's not clear what the real cost to freight companies will be. Depending how that equation works out, lighter diesel trucks with higher cargo capacities may still work out more cost effective (at least in some places). For EV trucks, maximising range is not actually the optimal cost efficiency strategy because that's weight you always carry and loss of income from the reduced cargo allowance. Better is to use a shorter range that is more similar to the existing driving route stops and therefore lighter batteries, charged more often, and allowing the truck to carry more money earning cargo. Likewise, your unloaded 0-100 speed and some of your other metrics are of no value to an industry that is all about moving cargo and trimming pennies where they can.

[@gcauldwell]

unless the laws change, no one should ever blame you for making the decision purely on economics. We'll wait patiently for you to go green when it's financially beneficial.

[@carholic-sz3qv]

Diesel trucks already hauls many times 80,000lbs, what can electric semi ready do?!

[@loftsatsympaticodotc]

@@carholic-sz3qv Go listen again to the video. I guess you haven't even thought about maintenance and fuel costs have you? Otherwise your comment is as brilliant as saying trains haul many times 80,000 lb. and stop the analysis there too. useless from any practical viewpoint. Overall costs per ton-mile are the ONE metric to control, to have a financially viable freight hauling business.

[@carholic-sz3qv]

@@loftsatsympaticodotc lol.... maintenance is just a part of it, diesel trucks are way more flexible/polyvalent and comes in all configurations possible for all kinds of applications, electric trucks still haven't proven nothing we're still waiting. You must be a troll because I said diesel trucks can haul over 3 times 80,000lb, there are super heavy duty trucks apart the lame 80,000lb trucks that have been in use for decades, just look at Australia Road trains.......

[@carholic-sz3qv]

@@loftsatsympaticodotc diesel trucks are able to go basically everywhere yo the remotest places in very difficult conditions. Cost is nothing when you can't be flexible enough.

[@arnolddavies6734]

No more being stuck behind a slow moving semi at the lights or on a hill. Great for car drivers.

[@TeslaEVolution]

This is super exciting. Tesla should charge $350,000/SEMI or even $500k and not $150k due the the INSANE VALUE it offers! Mainly due to 1. The VALUE it offers, 2. The massive monetary savings, 3. The Alternative cost of batteries they could use for high-margin Model S,3, X and Y.

[@TecnamTwin]

Don’t worry; they will. Just like the updated CyberTruck page and jacked the price on the Model 3 and Y, the Semi will not retain the same pricing from four years ago.

[@MichelDerome]

Early users will have the lower price following by increasing price once the tendance take over.

[@gcauldwell]

yes, and will most likely increase prices if and as warranted by overwhelming demand producing years-long waiting lists, plus shortages, inflation, and what not. But, they will also DROP prices whenever possible, to help achieve their prime directive (see Elon), while maintaining margins necessary for survival.

[@danielstapler4315]

Once Tesla has satisfied the initial orders for early buyers who paid as I understand it the full price up front I am sure that Tesla will put the price up. And because they not dealing with retail buyers there will no need to gently raise the price to avoid upsetting people. They can jack it up in large dollops :-)

[@danielbaffour1645]

Yes tesla will takeover the trucking industry in years to come thanks for your best and simply ways of presenting information to Us.

[@stennordenmalm1735]

Daniel, that will not happend

[@debyton]

Tesla, no-flat tires NOW! My scooter has it, the Telsa Semi needs it.

[@gcauldwell]

I've been waiting for bikes to have it, I guess then they already do!

[@dontachito4923]

The narrator mentions it will be almost impossible to copy. China: hold my beer.

[@garyhughes4326]

Do the maths. These trucks out perform anything on our roads. They are extremely safe and driver friendly. The range is out off this world and will only get better with time. It's really a no brainer for big trucking companies. Tesla is the leader in this area and nobody can get close to them. Who out there in the market are that confident in their product that they are willing to attach a million mile warranty to their product? Did I hear you say nobody! Did I say a no brainer, oh, that's right, I did, didn't I. Just saying.

[@bricefleckenstein9666]

The RANGE is quite a bit shorter than existing Diesel semi tractors, with quite a few less places you CAN recharge at. The latter will likely change over time, but the infrastructure isn't there YET.

[@andreasklossek9252]

7:25 To be honest, i would pick an F150 lightning or Rivian. Last one, i can get a delivery :)

[@budgetaudiophilelife-long5461]

THANKS LARS 👍 IT IS ALL TRUE AND WORTH WAITING FOR 🤗🤗🤗 SKEPTICS 😜 WILL EAT THEIR WORDS…LIKE EVERYTHING ELSE UP TO NOW 😉😍😍😍

[@TheWookiee1977]

How about a Tesla School Bus? The chassis modifications wouldn't be too difficult. I could see myself driving a Tesla bus.

[@khuo0219]

I think the price will be different than what they advertise right now (or back in 2019, 2020), looking at the price increases from this year for M3 and MY, I wouldn't be surprised if each semi cost north of 200k

[@AndyZach]

Maybe so. I suspect Tesla will have more demand than productive capacity for some time--even if they produce 100,000 semis/year.

[@gcauldwell]

True. I expect it will keep price parity with all others rising

[@donfields1234]

Thats due to demand only Elon wants the price down not up.... i doubt there will be similar issues with trucking, lots of infrastructure to build out before the BIG SHIFT but its looming very close. Ice vehicles, Coal etc energy plants and more are finished... sustainable energy is.finally here to stay mainly thanks to Elon's drive, mission and incredible intelligence. Bye-bye legacy fat lazy tech supressing legacy auto, power, internet and phone hello new school sustainable everything.

[@AndyZach]

@@donfields1234 I'm sure it'll take longer than we imagine and problems will crop up we didn't see--but it's equal to the industrial revolution.

[@RichardJOberle]

My brother who is a truck driver routinely drives over 600 miles a day. Range on his truck is 200 gallons x 6 six miles a gallon or 1200 miles.

[@markplott4820]

Tesla Semi 🚛 can go 625+ miles on a charge, and has ONE gear ⚙️ but can Accelerate faster than other Semi when go up a Grade.

[@RichardJOberle]

@@markplott4820 in a previous post I also wrote most Semi trucks in USA are using automatic transmissions. I do not doubt a Tesla will accelerate quicker and for the record I am pro Tesla and have a Cybertruck on order. I just want the facts correct.

[@TheSpartan3669]

@@markplott4820 How long does it take to charge?

[@markplott4820]

@@TheSpartan3669 - 25 - 30 min , the Driver can Charge at sametime as Mealbreak or Sleep period.

[@gcauldwell]

@@RichardJOberle GTK

[@amitrana6489]

What a video man. Love it

[@bricefleckenstein9666]

And Tesla is missing the market BADLY with their Semi intent. They should be targeting SHORT HAUL first, they don't have the RANGE for a long haul / cross country semi and there isn't enough infrastructure in place. Hint - 500 miles is VERY SHORT for a long-haul semi, existing diesel semi tractors are routinely good for over 1000 when driven for mileage.

[@daniele_go]

Great video, thanks Lars! You have not really mentioned a key advantage of Tesla Semi truck: SAFETY. Unfortunately today some of the worst accidents are initiated by trucks, and when cars are involved it's a nightmare. When truck driver are too tired you may see them doing dangerous zig-zag, and this is sometimes ending pretty bad. But the worst is in long descents: I have seen trucks with smoke coming out from unusable "burning" disk brakes....and in those conditions they become like a bullet. Tesla Semi regenerative braking will simply be a priceless advantage for everybody on our roads.

[@gcauldwell]

Most of us would NEVER think of that! all you awesome contributing producers demonste the irreplaceable value of crowd sourcing; If "2 heads better than 1" - how much better 200 heads?

[@twotreasurehunters]

Elon came out just days ago taking about the next lvl auto drive. It won't ve long we won't need drivers in the truck, taxis, ect. Even our own cars will drive more safe than we can.

[@ScottRawdin]

Excellent analysis joyfully delivered, a pleasurable learning experience, again. Thank you Lars ;o)

[@gcauldwell]

He is "La leche" (Spanish slang = awesome!)

[@SteenLarsen]

Great video Lars! Thank you / Tak! However you do forget to mention one important point : Production of the Semi is currently on hold due to a lack of batteries. Tesla is giving priority to the mass production of model 3 and Y which make more money leaving no battery capacity to produce the Semi. It would be interesting to hear your opinion on when you think Tesla will have enough battery capacity to satisfy model 3 and Y demand so that they can ramp up Semi production for real.

[@marksandison3642]

Another informative and well presented video Lars. Much appreciated.

[@samijokinen9246]

In my imagination only, but you can fact check for real numbers in Finland. Trucks are bigger around here. Biggest trucks in normal traffic are today 76 000 kg, earlier max weight was 60 000 kg. If logistic company requires special permit they can use 92 000 kg total weight trucks on some certain roads. Just saying, FYI.

[@EverandAssoc]

Tesla semi is where Tesla shows there efficiency lead!

[@carholic-sz3qv]

Lol.......

[@robdi4585]

Such a beautiful truck.

[@gaussdog]

The Grapevine leads out of LA towards the worlds largest valley , and you cannot imagine the problems caused by trucks lack of power there. In some areas the trucks must use their on specially constructed bridge, in other areas they mix in with traffic and slow it down, in other areas they are restricted to specific lanes, they have runaway truck emergency ramps, and the worst part… : . A truck going 57 mph will want to pass trucks going 55 mph on a two-lane highway, causing a massive blockage for miles in the remaining lane as it passes a CONVOY of Many trucks if you’ve never seen this extraordinarily mountainous region with an extraordinarily high amount of highways and traffic and truck traffic just north of Los Angeles, you cannot possibly imagine it. The scenario of trucks passing trucks actually is the worst part for most traffic, and it continues all the way up through the central valley, where is flat!!

[@gcauldwell]

wow! Thank you for that tremendously valuable insight. Probably every driver has suffered a single occurrence of that on most any road, and can almost imagine what it's like when it never ends!

[@joeabad5908]

Clicked the Thumbs up before the intro music is finished..

[@olegprytula2881]

Time to buy Tesla shares

[@mikafiltenborg2291]

Agree

[@anthonylosego]

Think of the safety changes... if all trucks were Tesla semi trucks, then there would be no "55 trucks" with 65 cars. They'd just keep up.

[@tgdomnemo5052]

... nice hint for anyone trying to beat Tesla : just do a better job then they do . . . 😂 Thx, again, Lars ! 👊🏽💥🖖🏼

[@ernestgalvan9037]

“Nice hint” ???? Musk/Tesla has been LOUDLY beating that drum since DAY 2.. Mr Musk has NEVER been reticent about telling everyone EXACTLY how to beat him… no ‘secrets’ there.

[@gcauldwell]

Corollary: and if you still can't beat him, JOIN HIM!

[@gcauldwell]

@@ernestgalvan9037 every Tesla on the road screaming "I'm with Elon", better than ads, T-shirts, billboards

[@sat7755]

I read somewhere that Tesla is a $1.000.000 stock, When I first read it I was convinced it was a great exaggeration. But the more I find out thanks to Lars and other very informative videos, the more convinced I have become that even if the stock will not reach such an high valuation, probably it will not be too much far off. But as far as I am concerned, I don't see a single stock in the NY stock exchange list with a greater potential for astronomical growth than Tesla.

[@gcauldwell]

absolutely -- I felt the same when I heard multiple $100K estimates (for after Optimus scaling). By 2030 - either way - we're going to be lamenting "couldn't I squeeze out at least ONE more share back in 2021?"

[@dr-k1667]

The semi probably has more orders than they can comfortably fill for the next two to three years Lars, so those who are already making EV semi trucks and have contracts will be fine...until Tesla needs to find new contracts. It will be the clear winner, but again it's limited only by how fast they can scale. VW and BYD won't break out into a sweat immediately but they will have to check their side mirrors because the Semi will be looking to overtake, in time. The industry of fleet managers are very conservative, the "early adopters" like Pepsi will be a key factor as to how successful the semi will be here in the USA. VW may be glad they will be production restrained for a bit, and that there is so much business here in the USA. If after they clear that backlog... The EU and the rest of the world is fair game.

[@Jens.Krabbe]

There's no competition in the EV semi segment at all, or any EV segment for that matter. Not yet. It's purely a demand issue for all manufacturers of electric vehicles and semis in particular. Only when the last Diesel truck have been manufactured (I doubt it will be sold) will the competition start - amongst all the non-Tesla manufacturers.

[@tianjohan4633]

You are usually well informed and spot on. This time, I'm not sure but I do hope you are. Btw. Are diesel semi trucks hard to drive? Not today. Today they all got automatic or semi automatic gearboxes unless order'd otherwise for specific usage or for older drivers that does not wanna change their way. Also when will Tesla ramp up production of the Semi? There are already several BEV semi trucks available both in US and EU. Ok most of them are not really intended for long haul at the moment but will work well for city wide deliveries or medium long trips. As long as there are on site chargers at both end's we already got options for BEV semi's that will work for specific routes and companies. But they will never have the mega chargers. That center driver position, is it really better? All that being said, I am excited to see the final production ready Tesla Semi. The electric motor should be the perfect drive train for heavy haulage. All torque all of the time. I would love to see munro do a tear down of the Tesla Semi.

[@bernhardkaltenboeck9894]

Great information! Did not know that the other electric trucks fall short as compared to the Tesla Semi.

[@markplott4820]

YUP, this is what Disruption looks like.

[@bernhardkaltenboeck9894]

Exactly!

[@stennordenmalm1735]

BK, source of that fan boy

[@carholic-sz3qv]

@@markplott4820 nope

[@markplott4820]

@@carholic-sz3qv - YEP, and Pepsi is the first Customer. RIP ICE trucks.

[@anongackattack5760]

Success for this will 100% be infrastructure not the truck. Unless you are driving just local you will need tons of charging stations all across the world, and the parking will be horrible at the stations, just see how truck stops are now with parking in the US. Also how the truck will slow itself on downgrades down mountains trails. If they think they can ride the breaks .... that will be a failure. The truck itself sounds great! Also, what would be the price of one of these. If the vehicle costs 500k to buy one.... just thoughts.

[@flthunderdigginwrob3162]

Lars, you are my FAVORITE Tesla/Elon Musk channel, and I love all the great things you say about the Tesla semi... but the reason they're NOT on the road yet is because Elon hasn't got the 4680 cells ready for production yet, as they still have some production challenges to work out, which I hope they get accomplished soon! THEN, we'll get to see how great this bad boy Semi is!!! Keep 'em coming sir! Rob / FlThunder

[@gcauldwell]

mine toooo

[@davidsoom1551]

Something no owner of a transportation company ever said, "We need a truck that will do 0 to 60 in 4 seconds." Or, "We need a truck that will carry 40% less than our current diesels."

[@danielstapler4315]

The acceleration will make the EV truck a better 'companion' on the road. It won't slow other traffic down so much. The Tesla semi's carrying capacity will be just fine.

[@davidsoom1551]

That's a practical engineering concept, "The Tesla semi's carrying capacity will be just fine." You forgot to say as Elon does, "It will be better, faster, revolutionary and 100x cheaper too!" Transportation co. owner, "How much will it carry?" Tesla salesman, " Don't worry it will be just fine." As always just gloss over the real problems.

[@danielstapler4315]

@@davidsoom1551 We should know the carrying capacity in the near future, I'm sure it will be just fine i.e about the same as diesel truck.

[@awilson1193]

Aayyyy let's get it Lars....

[@frederickstirnkorb3094]

Panasonic has 4680 cells in qualification. So those cells could be available to other companies. Still that is just one piece of puzzle for competition.

[@markplott4820]

Ummm, there is NO one that even understand what 4680 means, most BEV trucks , are using OUTDATED pouch cells, ha ha ha ha ....lol.

[@frederickstirnkorb3094]

@@markplott4820 Yep all the others are being stupid in their designs. I don't think any of the current OEM'S will ever match Tesla's performance.

[@MrAlanfalk73]

Tesla semitruck will also let the traffic flow more easy , and that will be worth quite a bit too !!

[@carholic-sz3qv]

Which traffic?! Lol...

[@richard--s]

BigRigTravels usually stops for 15 minutes for refueling the truck, when he is the only one in the line. (From stopping at the pump until he drives off, including paying). So when it instead takes 30 minutes, that's not much of a deal. It's just 15 minutes up or down and so much cheaper than diesel and without toxic gases.

[@jayt3972]

Probably makes sense to have swappable battery for trucks.

[@stevezelen6652]

I don’t know the last time you field a diesel truck but you’d be hard pressed to put two hundred gallons of fuel into two tanks in fifteen minutes . Just saying .

[@richard--s]

@@jayt3972 not really. You don't know whether you get an old worn out battery for your good battery and so on. And if time really matters, they could regularly fill up a truck and pay within 3 minutes, with bigger pumps and thicker hoses and so on. But they didn't bother to do so. The driver needs a break anyway. They have 8 to 10 pumps side to side with drive-through stations for the big trucks near the US highways.

[@richard--s]

@@stevezelen6652 good point. I don't know how much he (BigRigTravels) puts into the tanks of his big semi truck at one of his refueling stops... He doesn't say it. He often mentions his coffee though that he gets while filling up the tank of the semi truck. I see that it usually takes 15 minutes when he doesn't need to wait for another truck at the pump before him.

[@charleswillcock3235]

Thanks Lars another great video - yet again the big takeaway is the cultural difference between Tesla and the existing competition. Tesla products just make you want to take a closer look, the others are "so what".

[@gcauldwell]

will be the biggest company in this solar system

[@patmcdaniel2016]

I can't wait to see one in real life!

[@kstaxman2]

It will be interesting to see how the old diesel truck manufacturers adjust to the EV semi market. It seems that Tesla will have the advantage in the semi market as it does in the car market. So while they aren't the first to market it seems they will be the best to market and that major companies are waiting for Teslas semi over the other manufacturers. The only real competition I can see that could possibly offer any product to compete is BYD. They currently offer ev busses and such and have for some time.

[@gcauldwell]

... except for FSD when it gets here (estimated 12-18 months)

[@carholic-sz3qv]

Diesel trucks are not just awesome but they are polyvalent, flexible and can be configured for all kinds of applications and that where electric totally falls behind.

[@carholic-sz3qv]

@@gcauldwell keep dreaming, they haven't even reached level 3 autonomy with small vehicles, you want to trust a 80,000lbs self driving truck on the roads?!?

[@robbaker5018]

Great information!!!!!

[@angelmatos9143]

Nobody beats a G.O.A.T. in his prime. Not Tiger Woods, not Tom Brady, not Wayne Gretzky or Elon Musk.

[@Critoxyn]

Tesla is a tech company that makes vehicles. They are also making steps to becoming an energy company. They've made steps towards becoming a phone and internet service provider with Starlink and their recently announced smart phone. Now they could be making moves towards becoming a shipping company. What other industries is Tesla looking to disrupt in the future is the question?

[@gcauldwell]

I have seen videos about Elon's Pi smart phone, but I don't believe them b/c I have not seen it from any of the sources I deem trustworthy. Most youtube videos are clickbait (unfortunately). BTW, TSLA is a licensed power utility in at least one state (TX) so far, and a supplier of $Billions in power generation, storage, and distribution equipment and software systems world-wide (most notably Australia). Elon forecasts his Energy biz bigger than TSLA.