Tesla reveals timeline for massive electric Semi production at $3.6B factory
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- čas přidán 7. 06. 2024
- Tesla reveals timeline for massive electric Semi production at $3.6B factory
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I was today years old when I figured out *E*lectric *V*iking = EV. 😆
He said his background is marketing. Wonder what incarnation he was in before he realised there was money to be made from EV suckers.
@@Withnail1969and here you are adding views
@@Gundy611 Lol. ad blockers on max and I never watch a video to the end. that's a net negative for him if you know how CZcams works.
@@Withnail1969 Thanks for the comment. Every comment helps the channel.
Comments add more than not finishing subtract. Plus people are replying to you, which counts too. Like this comment.
A point that wasn't brought up is the center driving cockpit means it can be sold anywhere from day one.
Various rules seem to differ, not just left versus right hand drive.
Only thing is they are too wide for some countries and the great electric Jesus wants those countries to change their laws. Why not make a truck narrower so it fits everywhere? Oh that's right he knows more than anyone about manufacturing on earth.
My understanding is that they’re currently slightly too long for Europe.
it's a terrible design. a total joke.
My friends who say that electric will never replace diesel trucks I just remind them that semi trucks used to be powered by gasoline they got three to four miles per gallon and a better technology diesel came along that gets 6.5 Mi per gallon will a new technology has come along and it gets a lot more miles per gallon. The switch to Electric is inevitable
That logic isn’t the same here. Unless the truck can charge faster than someone can fuel up , it won’t work. Ev semi are good only for city routes and even then it’s a stretch. Trucks make money by working all day not just 1/3 of it.
@@nordlandak6853 I read that they can charge 400 miles range in 30 min. You probably know better than I but how long does it take to fill a semi with 300 gallons of diesel? When they are filling the tank dont the drivers usually pee and get some coffee etc? I would not be a great truck driver due to my tiny bladder that only allows 200 miles of range .... LOL. I suspect the charge times will decrease as the electric viking reported on a battery for cars that charges 100% in 10min. I cant imagine that we are at the end of the advancement in battery technology and charging at this point especially with AI able to model millions of chemistries in just a few hours.
@@callmebigpapa you’re not charging that big of battery in just 30min. If you did it would destroy the battery
Railroads can move 1 ton of freight 400 miles on one gallon of fuel.
@@nordlandak6853 Electrics will charge at the dock while unloading/loading or while waiting for a dock. This works well for routes that are 500 miles or less. As reported by Forbes, "The North American Council for Freight Efficiency (NACFE) estimates that almost 90% of the heaviest trucks average less than 500 miles per day in the U.S." The charging time is only an issue for 10% of trucking. The fuel savings alone of electric would it worthwhile to take a little extra time to charge.
Hi Sam, greetings from the U.K. Everyone focuses on Tesla’s car sales, but commercial vehicles is a major market. People may choose a technically inferior car because badge snobbery or because they don’t like the styling. Businesses will look at the bottom line only. The semi, and other commercial vehicles Tesla will make in the future, will likely become far more significant than their car business.
Trucks are highly customised to a companies needs, totally the opposite of Teslas one size fits all approach. They also require extensive service networks so that broken down trucks don't bring down supply chain. This is a business where the legacy players will have the upper hand which is why companies like VW and Volvo have already shipped 5,000 EV trucks of various shapes and sizes
........and, obviously the Semi won't have cab clutter such as STALKS. Obviously stoopid !!!.
No one at Tesla, Elon included, has ever said the annual goal of production to be 400k units. They've always maintained that 50K units are the realistic goal after they reach full ramp up.
They’re not even doing 100 per year 5 years after sales were supposed to begin. This is essentially vaporware.
50k is the US production. I suspect that they could push it to 150 - 200k world wide production over time
@@saff226 Certainly possible. I'd do Europe first if it was me.
Being able to drive with the acceleration of a car in a semi is game changing for truck drivers
Saving energy from regenerative braking is huge due to massive weight of the semis
Most semi drive on highways, where regenerative breaking has little to no effect and truck drivers need to drive in an economic way if you are using the brakes you are wasting energy.
@@isaac827They use engine braking. In a combustion engine this burns fuel. In an electric engine it is called regenerative braking and charges the battery.
@@robertwhite3503wrong. Engine braking uses no fuel. The fuel is shut off and the engine compression slows the vehicle.
@@user-yh6xf3wl1hFFS don't burst the bubble with the truth.
@@user-yh6xf3wl1h So when you get to the bottom of the hill, the engine has to re-start?
You can see them all the time in Sacramento now
delivering boxes of Doritos, sure.
I'm in Sacramento as well and see them every day. Today there was one broken down at a gas station, starting to be towed by a large tow truck.
I've seen a few broken down on interstate 5 near Sacramento. Funny they always seem to send out a Diesel tow truck to get them
I thought it was October 2018. Elon told me himself in 2017 😂
just saw walmart tesla truck
cool. were?
@@PlaidZoomer While I was leaving walmart, it pulled in with a load in San Jose. Threw me off for a second didn't expect Walmart to use the Tesla semi already.
Those dumba$$es paid in 2017.
@@DaBinCheThat is actually really interesting. I didn't realize Walmart had any Tesla Semi's. I thought it was only Pepsi.
@@gusbarber00there has been a few other companies to get one in the last month it seems
I feel compelled to point out that "end of 2025 to beginning of 2026" is not a "date." But it is clickbait.
I'm still waiting for the Tesla Roadster 😮💨.
Same. I hope it comes out in 2025 like elon said
@@PlaidZoomerWhen has Elon delivered anything on schedule?
@@MrChiangching model y, it was a year early but its rare. even if it comes out in 2025 it will still be 5 years late
After them delivering those initial trucks to PepsiCo, I didn't expect it to take so long to get to volume production, it feels like they dropped the ball a bit. Better late and profitable rather than early and losing money, I guess, but they are really opening the door for the Chinese trucks that are coming.
They didn't have the factory yet, also they might have been spending more resources on FSD, cause FSD + semitruck = unlimited money
Chinese trucks by BYD are already here. Lower performance but something which can be purchased today. Why does Mr Viking take most optimistic interpretations of present promises when previous promises far off the mark?
Agree. They said volume production would be by the end of *this* year. I've been a long-time Tesla fan but every project being dalayed by one or two or five years is definitely wearing thin. The Mexico plant stalling, the $25k car being pushed off into the distance, India factory put off indefinitely... Hard to stay positive. I feel like they keep having the next big idea and go off chasing that, and then before they execute they've got the new greatest idea and so need another year to do that instead, but by that time they've thought of the next big great awesome idea and so everything's pushed back again... Like, they just need to get something to market or we'll be waiting decades for them to get everything "perfect".
@@truhartwood3170 Yeah, and this problem seems especially acute (to me, at least) with the Semi. Of all the Tesla delays, I am most mystified by this one. It's obvious that there is a market for this product--and a big one. It's also obvious that it's in line with the Tesla grand plan. Trucks are a huge source of particularly nasty air pollution. So what's holding it up?
I keep hearing that they're using the Pepsi pilot project to "fine tune" the design. But it's clear that they already have a design that is superior to any ICE truck. Why not get on with it, as you say, and refine it with incremental improvements in subsequent model years--the way Tesla has done with all of their other vehicles?
The only explanation that makes sense to me is a shortage of batteries to build the trucks. I wish Tesla would just come clean with what the problem is--whatever it is!
@@eyesuckle totally. The only thing besides battery supply or autonomy that makes possible sense to me with a lot of these delays is Elon betting on Optimus and wants to build these new factories completely from the ground up for them - no safety zones, no bathrooms/break rooms/locker rooms/parking for thousands of employees, minimal heat and lighting, etc. so that everything is tighter and smaller and cheaper and more efficient.
The official timeline is more than 5 years ago.
With a 2 yr ROI Tesla should have a fleet and have a trucking company!
Yeh just like their robotaxis. What happened there?😅
There is semi competition but Tesla is like the Apple of big trucks, they will prevail and sell all that they can produce because companies know that Tesla and their infrastructure will still be here in 10 years, just much better.
Does Pepsi really have Tesla Semi? Or only 3D animations?
Baterries are universally available to all truck makers. The transition for trucks is going to take a long time. The capital costs of a semi is going to restrict sales because the logistics industry is highly competitive.
Will be hard to wake-up competition that is already running in front of you. 😂
Depends on tech and specs of the competition vs that of the Semi when it goes into full production.
@@Chainyanker007
Recently „full production“ caused some dent in the specs.
If I was any country in the world, I would want these in my economy.
How was it a crawfish party in Houston yesterday and one of the people there said they saw Tesla semi on the road on the way to the get together.
On my street of about 20 houses, we now have two teslas.
The Semi will really make sense when paired with CATLs new batteries that can last for approximately 1 million miles. Tesla could easily use their semi tech to make a bus (schools in the US are transitioning their fleets to EV), school busses would be a much easier use case than a semi. I would argue that Tesla should have started with the low hanging fruit then gotten more ambitious as they worked out the technical challenges.
Tesla is a day late and really short. There are already 8 manufacturers doing this. Besides the market is too small for him to be interested.
The Semi would be perfect for pulling a large travel trailer or to make a motorhome out of. The only problem is charging. You can't just stop at any supercharger because there is no NACS connection. They need to make a consumer version with trickle charging via NACS or Solar.
There is a need for more proof videos of fast charging, great range, charging with solar and proof of safe FSD trips to prove all of the critics wrong.
FSD is not available on the semis
The problem with fuel savings payback is that it requires access to cheap bulk electricity. Which may require megapacks to effectively manage. AND ... eventually states will need to replace the lost tax revenue. But for the early adopters there will definitely be a tactical advantage.
Hopefully they will do this with "per-mile" registration costs, since adding the tax to electric rates has a LOT of issues. (But would certainly encourage big private PV installations!).
You really cannot guarantee cheap sources of oil either.
Large trucking firms and delivery operations who have the land and/or the rooftop space may decide to do large amounts of solar panelling on their property and then they can essentially give themselves free fuel for their trucks.
@@rtmclean484 The average GM / Grocery Regional DC in the US is now up around 1 million square feet with many topping out over 2 million. That' a LOT of rooftop. And they often have huge acreage for truck / trailer parking etc.
AND ... where possible they are built in places where they can tie to TWO electrical grids (those buildings use a LOT of power electric material handling equipment whether it's conveyors or otherwise).
A lot of them are very easy to convert to at least a 50% electric fleet.
Batteries, solar panels and electricity arbitrage will become a budget line item and possibly a profit tool.
Why the rear view mirrors? How important is their drag coefficient ?
Not very important. Most of the drag with a semi is the trailer.
Seems like with Semi and CT Tesla unveiled the benchmark to the industry and then sat on it to give competition time to catch up.
I think this is a conscious decision to allow robust market of EVs. Seems like it’s working for both trucks and Semis
Do you think they will use the final version of MCS ? Or will we have format wars all over again ?
Have they published the unladen axle weights yet? Does anyone have links to a website or video where someone has taken one to a weighbridge to get it weighed in the absence of data from Tesla?
Unfortunately you cannot link in youtube. All that I can say is that Pepsi has released all of the data on all off their electric vehicles. It is in a spreadsheet. But you have to look for it yourself.
A copy can be found on Next Big Future
To me it makes sense putting battery packs on the trailers themselves . I have worked for a trucking company on a loading dock . You always have extra trailers sitting around . If you could have trailers with battery packs charged up and ready to go you could reduce the need for charging and extend the milage . . I dont see a problem of getting a 1000 miles of range without charging with packs on trailers .This would be even more positive for self driving where drivers could go longer distances without needing to take a required brake . Of course eventually you won't need a driver sometime in the future as the trucks will actually be robotic in nature .
Now the cyber truck does something similar with its added range extender battery pack that is placed in the trucks bed . Now weight and loss issues maybe a problem as there are rules on how much weight can be towed but I think that's more of a reason that loads become more top heavy as you stack up . Batteries would be at floor level making the trailer more stable with more weight at the floor level so weight limits for EV semis with trailers should be able to go heavier to compensate for the batteries .
I think you could also have packs on any type of trailer pulled by say a electric pickup to reduce or eliminate range anxiety pulling a loaded trailer . I guess there could be a similar issue with adding extra weight to a trailer but once again laws should be changed for low center battery packs installed on trailers
Maybe packs on trailers will be inevitable once volume of battery production increases to the point where availability of battery packs no longer constrains total EV production.
There are GVW limitations that would make that impractical. Railroads however could add battery cars to run their engines, they are already electric.
The big rig diesel engines, transmission, driveshaft, exhaust and filled diesel fuel tanks together all weigh close to 5,000 thousand pounds or more. That weight is replaced by large battery packs and small powerful electric motors. So the EV drivetrain weighs maybe an additional 5,000 pounds more than the diesel drivetrain, as a guess.
The EV probably saves additional weight in the structure of the cab and frame if it uses a lot of aluminum.
@@howardj602 As I suggested the limits would have to change for EV semi's . If the added weight of the batteries are at floor level the trailer becomes more stable . As you stack up with freight the trailer becomes more top heavy making it more prone to tip overs or jack knife . Trailers probably need a bit of structural redesign but maybe not and existing trailers maybe able to be retrofitted
@@stevencole7331 The weight limits are there in an attempt to minimize damage done to highways because of heavy vehicles. Obviously the present weight limits are not doing what they are suppose to do.
Tesla’s Semi plan, is now to reach volume production in “late 2025.” So 18 months away presumably with no more delays when the Nevada factory is built, production lines are completed and commissioned for the 4680 battery is in mass production. Its present main competitor is Volvo Trucks which after launching its first electric truck in 2019, they have sold almost 5,000 electric trucks in about 40 countries - mainly in Europe and North America, but also in countries like Australia and Morocco, by the end 2022. During 2023, the company started to sell electric trucks to customers in South Africa, South Korea, India and markets in Latin America. They have six available models. As of January 2024 the 6 best EV heavy trucks immediately available by performance across Europe which meet European rules are from in order Volvo, Mercedes, DAF, Renault, BYD and Man. Tesla can’t afford any more delays against these manufacturers and particularly with BYD in the game.
Lol
Electric class 8 trucks have best chance in local logistics - shuttling empty trailers, local delivery etc. This need is large. I'd not want to be long haul with any charging, but local is very different
Pepsi has driven their 960 miles in a day. That is not even legal for one driver. In the USA the driver has to take breaks long enough to get the Truck up 70%.. 500 miles plus 350 miles is 850. There is only one highway in America that a Semi can go that far in a day with one driver.
Viking, that’s great news. Tesla really is a class company, not only have they had a fleet utilising the semi and finding out shortcomings and difficulties but they have been building the charging network to support the trucking at the same time. As you know we had 10 years in Australia to get on with the electrification infrastructure and we did NOTHING. Obfuscation and downright lies from our neo liberal recalcitrants. Thankfully things may be changing. When these semis get to Europe then we will see massive change but also huge dislocation.
There's a Tesla that has traveled 1.2M miles but he's on his 3rd battery pack and his 14th motor.
A huge key, assuming everything else is accurate and they invest massively in a national charging network, is the FSD. FSD will be more than ready for Semis obviously, so imagine a human only being involved in the Semi driving in picking up shipments, delivering shipments, and managing the charging. Even if charging takes 2 hours for this, worst case, each time, the driver may only be working 4 to 6 hours total in 24 hours, and the rest of the time the truck can be driving. Today, drivers are limited to like 11 hours per 24 hours to be able to be driving. So imagine the cost savings not just in fuel and maintenance, but ALSO in labor, and on top of everything else, the massive efficiency of moving loads from Point A to Point B. If this works, this is a massive, massive game changer for the long haul Semi world. I can see why Tesla wants to make sure they get this right, because if the business model is as they say, they will be getting a massive number of orders
The drivers will be paid as long as they are in the vehicles. The "autonomous" feature has yet to be done without a human in the vehicle. Drivers now get paid in over-the-road mileage. What is being overlooked is that with today's technology a long distance train has one engineer, and one conductor. that is being reduce to 1 person in charge of a 200 car train holding 400 double stacked 53 ft containers. That is where the savings is going to come in. The Electric Class 8 will be used mainly for distances of less than 300 miles from a RR.terminal that is fully autonomous transferring long haul to the final miles in under a days drive.
@@howardj602 Yes. That is what I said. They will paid the same for the haul but the truck will go twice as far in 24 hours as it would have if was being driven the entire time by the person. FSD will more than easily be able to to 100% of all the highway miles without any intervention or observation extremely soon, and likely a lot more than that.
Team driving exists today. Team drivers are paid a bonus for productivity for driving a specific number of miles in a week and earn additional mileage pay for any miles over that. Instead of paying less they will be paid more. Most of the time team drivers are only used in high-priority, time sensitive loads. In any event, the the highway miles of truck delivery is being cut by the increasing use of the advance technoloy and being replaced by longer, faster trains, with delivery to specialized distribution centers. 2 person crews delivering the load of 400 OTR trucks that would require 800 team drivers, is a hard economic figure to beat. At the present time rail shipping saves an estimated 40 to 60 percent in transportation costs. The best part is that most of the infrastructure is already in place. And the locomotives are aleady electric. Powered by a diesel generator.
@@howardj602 And the one person will be able to do the job that two people did while not really working much because the FSD did 95% of the driving
@@travisjazzbo3490 As all of this is hypothetical I don't believe that FSD will be the boon that many expect it to be. There are too many variables on the road that will not be expected. They might work in a dedicated highway system. But that has not even being brought into the equation. The future for long haul is in rail. The future for EVs are in regional or last miles. And Tesla is running last in that race at the present time. Tesla has already lost out on the delivery van market. They don't even make one. As far as FSD for semis goes. Nobody has a horse in that race yet. There is a lot of speculation, but there is only one prototype, and a lot of speculation.
Will semi have FSD?
The hype is ridiculous.
👍👍
Infrastructure for charging was also lacking. Hes been focusing on ramping up battery grid storage
Here's some negative feedback from someone who's been driving semis 37 years.
Get rid of the moronic central driving position.
All that is doing is making BOTH sides "Blind sides" instead of just the passenger side.
The damage that is going to be caused by that on UK roads will be horrific.
The idea here is that cameras will enable the drive to not have the blind spots you’re speaking of. With that said, def appreciate hearing from a semi driver
Interesting. I've never driven a semi so I defer to your expertise on this. But I definitely wondered about it!
@@jmanjr It may be the idea, but do they.
So if the camera gets damaged, you can't drive the vehicle?
@@francismarion6400 serious question or just dumb?
How much battery capacity is there in Tesla Semis ?
Around 900 Kwh
Pepsi's just hauling potato chips and fritos.
Current problems with Volvo and Mercedes electric truc, is the limited range.
The availability of chargers is (almost) irrelevant: 1000km is needed.
All of that savings are true 👍 the key is cost per KWh to charge the truck, Tesla supercharger cost rate is $ 0.25 cents per KWh, how much is going to be with the megachargers, that is the big question 🤔
Promises are cheap... and Tesla has started to develop a bad reputation for missing target dates. Pepsi paid for 100 semi's in 2017 (when the production date was said to be 2019!), but have so far received only 36.
I hope your annual sales numbers for Tesla are global. The U.S. total market is 250K - 300K. Tesla will be doing extremely well to get to 50K units.
Chomp, chomp, chomp. That’s the sound of batteries eating hydrogen’s lunch.
Look for LG's NCM613 cell.
There are some Korean News about LG plan to release new cell has less Ni, 4.4V nominal voltage in 4680 in 2024.
It is 10% cheaper than NCM911, has good weight-to-power. it is targeting LFPs replacement on EVs. (might be less cycle life compare to LFP)
Why pure play BEV Class 8 in the USA is a huge deal is because if done right vastly reduced downtime which is what 90% of all logistical issues for the US Trucking Industry is has as its primary problem. "Downtime" is much mkre than vehicle in the shop but also how quickly a truck can ingress and egress a distribution facilty, backing, clearing paperwork or i think what is known in the business as "turnaround time." Tesla knows all this and have been running these trucks for many, many Years and definitely did their homework prior to and then during. As far as something capable of being made in large numbers i have serious doubts but when additive to Nikola Motors which is hydrogen powered taken together very much a lot of possibilities although so far only being worked with the "head unit"(driving vehicle) and not so much with the trailers which simply sit around 90% of the time and could quite easily become a very valuable power source. Safety remains a major issue still, though and not just through regular driving (thermal runaway) but given the inevitable how to "safe" the battery electric system after an accident. Lots of experience with all electric buses though and now full size pickup trucks which is invaluable.
Tesla will do it
If and when it gets done it won't be by Tesla which has proven to be an unreliable source, the recipient of the semi truck, PepsiCo, had placed orders for 100 trucks in 2017 and had to wait five years to get its first one.
Please study some truth about Elmo and Tesla .
What about payload capacity? That's what matters for trucks
Good info ❤❤❤ thanks
My pleasure
Do you think they’ll switch to 4680 batteries by then?
wait, its legal to remove the filters on a diesel in Australia?? In the U.S. this is illegal. Remember VW gate??
It's illegal - the car is instantly unroadworthy, and there is a risk that the owner will not be covered by insurance in a crash as a result.
I don't see them hitting 400k in the US alone, I expect them to build them in china and Europe.
At my age, I also have to order a Semi 😊
Sam, Talking range, the one EV thing that has me puzzled is the absence of work with supplementary batteries. On semis, why not build in supplementary batteries underneath the goods deck? Here in Aussie lots of talk (good & bad) about towing with EV. Why not caravans with supplementary batteries? For long trips, why not "roof rack" supplementary batteries???, or tow small trailer with supplementary battery, or even a generator and petrol tank for the few long trips for holidays etc or going bush where no charge stations are available. If Teslas were fitted with a more integrated transfer (charging??) plug and aftermarket providers were encouraged to provide this support, the EV world benefit enormously.
"Buy a generator for long trips". Why not just have a petrol car?
@@user-yh6xf3wl1h Because they are not so good for short multi trips, for which EVs shine, but, for say 2 trips a years into the outback, attached a generator trailer and the EV is as good as a petrol car , so very good in both worlds .... petrol cards, not so much ...
if customers wanted them why wouldnt they already be in production, i don't get it.
Elon explained that a decade ago. Production is about 200 x harder than building the prototype. They just finished testing it.
Battery is too big. They have currently a shortage of the cells.
@@user-nf4st5kn6l6 months ago that was true.
Now they have plenty of cells.
@@1voluntaryist Why announce products that wont be ready for years and years?
@@Withnail1969It is Musk’s MO to make announcements whenever the stock is tanking. Long time believers are getting tired of Musk’s BS.
So basically “2 more years” is the new “2 more weeks”.
How can return on investment due to fuels savings be less than 2 years? US department of energy website states average semi type truck uses about 11000 gallons of diesel per year. Current price is about $4 per gallon. Total for 2 years is $88000 so impossible to recoup $200000 in 2 years on fuel savings and hard to imagine maintenance making up the difference.
The answer is simple. Elon is making these numbers up and nobody is questioning it. He promised 7 cents/kW electricity, for ever. Even the house electricity prices are at least 10-15 cents. And, in a supercharger it gets 3-4 times higher depending on the time of the day. So, the lower running costs promise for Tesla Semi is not backed up by real world calculations.
I’m still waiting for the hyperloop, full self driving and the first manned Mars landing that were all promised to us by M.Elon for delivery literally years ago and yet are nowhere to be found. Also the Roadster. And it’s been 8 years since he promised they’d soon release a Tesla with a thousand kilometer range.
I’ll believe they’re mass-producing their semi when we actually see hundreds of them coming out of some factory every month. Not holding my breath.
FSD is now AI driven and is getting very close to Autonomy. Many videos now on You Tube showing people driving in major cities and they never touch the steering wheel. Go see for yourself. Their latest version 12.3.5 is amazing. The Cybertruck and semi have a 600 mile range ...very close to 1,000 kilometers. 965 kilometers to be exact.
@@Tao818 There's no such thing as being close to autonomous. It's either autonomous, or it isn't. Instead of relying on fanboy CZcams videos, when is Tesla going to hand over samples of vehicles to independent authorised test labs to perform their own trials on it to determine whether it is genuinely level 5 autonomy? When is Tesla going to take out all the small print about drivers having to maintain constant supervision? When is Tesla going to confirm that you can take a nap in the back seats and Tesla will assume full liability for all deaths, injuries, and damage resulting from an accident attributed to the car driving itself?
@@brendanpells912 Tesla will not hand over their technology to protect their investment. They are close to level 4 ... the videos on You Tube are not fancy ...open your mind a little and watch them. Then if you think they are just fancy garbage then so be it.
Elon isn't very good at judging delivery dates. But they do deliver sometimes 10 years later but they do deliver. Not good for pizza but fine for cars it's fine for trucks and it's fine for trips to Mars. You getting a ticket I mean what's the big deal about the whole Mars thing.
I thought the same thing about the Model 3 and Model Y. Now I see dozens of them on the road in the Motor City every time I drive. Tesla shouldn't even exist. The other auto makers got lazy and complacent. Now Tesla is a force to be reckoned with. Rome is always built in a day?
by 2026, the range will be greater than 500 miles
The profit on Semis will never be that significant a share for Tesla, they’re doing it because of their mission.
Why does "timelline" has 2 "ls"?
Well, maybe Teslas biggest simi customer may finally get some trucks.
WalMart Canada ordered 125 simis but I'll bet because their facility is SO
far from The simi plant in Nevade, Pepsi got selected as the #1 customer
guinea pig fleet. Did you know Candian DOT has issued a special use permit
to WalMart Canada to use 60ft trailers on Canadian public roads. In the US
53ft is the limit.
!
Is this one of the reasons Drew Baglino was fired? The low energy density, low production volumes of the 4680 batteries
I think he quit because he did not agree with Elons plans to make Tesla a software company.
Drew was fired?
@@torben777 do you consider him successful with his tasks recently?
@@dangrass Yes I believe so. Elon probably saw Drew missing many targets, 4680, Semi.
He was not fired. After 18 years with Tesla you need a break.
I love it when people who have never driven trucks think 500 mile is long distance!
It’s enough, pretending it isn’t is delusional.
@@fredbloggs5902don't know where you are from but in Aus 500 mile is nothing!
@@user-yh6xf3wl1h It’s enough to drive before taking a break to recharge and stretch your legs.
Late 2025? What is the schedule for autonomy, how close does it match the timing for the semi? Once autonomy is achieved, what’s the point of the cab? If Tesla builds an entire factory to build semi rigs with cabs, then doesn’t need them, what’s up with that? It means a complete change over of the production line. If Tesla tested semi’s with Pepsi, how will they get data for semi’s without the cab? And what would one look like?
Hmmm. Interesting. I wonder if this is the real reason for the delay in full production.
When I consider the semi going full production and timing for autonomous vehicles, it may not be relevant but sure looks like it could be. More, it could be why the semi customers are so patient, not cancelling their orders. You can be sure paying customers will be privy to a bit more info than the public.
Who is left to deploy Megachargers?
The Semi is a very important vehicle. It's Tesla's chance to accelerate the electrification of 18 wheelers, which are a major contributor to CO2 emissions. I'm disappointed that it took Tesla this long, but better late than never.
Great invention, now Tesla can use it to deliver pre-drained Tesla powerwalls.
Take a shot every time he says "semi" 🤣
Why is it taking Tesla so long to produce this vehicle? It seems like they're on a GM timetable. Almost 2 more years from now before they START production? Seems very slow to me. I'm a big Tesla fan, by the way, own a Model 3, but why we don't already have the new Y and the Semi, seems strange.
*on* *this* *specific* *date.*
Sam forgot the Tesla Semi USP…
…In a year or two they won’t need a driver which is around 50% of the transport cost.
Truck Sales = another COG in the Tesla wheel = additional income and Industry Disruption.................
What about repairs? Electric vehicles are not ship to repair. Also, parts, what about part price?
To me, the main hold up for semis is that there is no charging infrastructure to support OTR trucking in the US. The Biden admin has put forth legislation to build semi charging stations along all major roadways, but they can't get it through congress. Tesla was just turned down for partial funding to build these chargers. If I were in the trucking business and they were available along with charging infrastructure and govt incentives, I would definitely go EV. Saving 30 cents per mile is hard to argue with, and so is the $40K incentive.
Elon said just recently if Biden doesn't support him with this, he'll still build out the charging infrastructure himself.
The main reason for the slow down in public charging stations for semis, is the most efficience use of them is not long haul. They will be useful for short hauls for the last miles of delivery, and from railhead distribution centers all within a 200 to 300 mile daily trip. The charging stations will be privately owned at the terminals.
Biden spent 7 billion and only 7 chargers have been built. 7
@@howardj602 Those fast chargers still need to be built along interstate main routes all over the country for full coverage. Elon will keep installing the charging system everywhere no matter the vehicles being served. And Tesla will make billions off of it.
@@billthecat7536 The thing is he is using tax money in the form of grants and subsides. Is he going to share all that wealth coming out of your pockets?
It's funny how many armchair CEOs think they can out-plan Elon. He's brash and bold, but he's also extremely logical and thinks like an engineer. He's well aware of how important the Semi is, both to Tesla's bottom line and to the environment, and he cares about both. Tesla hasn't really talked about the semi since the first batch to Pepsi, which leads me to believe that they are doing a final "engineering pass" with the Pepsi trucks, getting real-world feedback before going into mass manufacturing.
This is because Tesla is well aware that the first generation of car you build will have problems and kinks to work out. It's much better to work them out with one company, where you can get intense and focused feedback, and ALSO not piss off a bunch of haulers with potential engineering problems. Better to have a limited release, but to real-world conditions, with a business relationship that will leed to feedback to the engineers back at Tesla rather than hit-pieces sent to media outlets.
So when Tesla finally DOES go mass market with the truck, it will not be the first buggy version, but the version after some polish and tuning, yielding a better experience for all new buyers. And Pepsi will have benefitted from being an early adopter with whatever troubles they may have faced AS an early adopter, by having access to the lower cost hauling that helps their profit margins. Win-win.
Exactly!
Isn't that the truth....
I agree 100% but would add that Elon wouldn't want to build the production line out until he was certain of what it would need for maximum production efficiency until the engineering was finalized.
@ColinFox I don't buy this explanation. I'm sure Elon has a good reason for holding up the semi, but your reason makes no sense to me. When has Tesla ever released a few prototypes of a vehicle for years of road testing by a second party prior to going to mass production?
If this were such a sound plan, why didn't they do this with the Cybertruck? Or the model X for that matter?
And if road testing were the reason for the delay, how long would it take to test it? It's been three years since they delivered those first trucks to Pepsi. The semi is already superior to any ICE truck. Why not get it on the roads in a massive way and start profiting from it--both financially and environmentally?
I don't know what the holdup is, but this "refinement" argument doesn't wash with me.
It's hard to out BS a professional BS'er like Musk, almost impossible.
I can't imagine that timeframe working unless 100% of all orders are only going to short haul regional use. That way the owners have charging at both ends of shipping/receiving or the trucks routes are short enough to run without stopping. Otherwise it won't work because I haven't heard/seen anything elsewhere or from you, e-viking about truck charging spots across Australia, Europe or the US. The largest route for NAFTA trucking is north up i35 from Laredo at the border of Texas/Mexico that goes all the way to Minnesota/Canada. No word about charging along the route. I imagine Elon has plans, but building trucks without truck-specific charging lots where they can keep their trailers attached means that production date is just marketing IMHO.
Most early adopters will likely be local fleet delivery trucks that work out of a yard where they can be charged.
@@melleblanc971 Charging setups will be like the Pepsi setup for now,@ warehouse/ home base, I envision Costco buying Tesla Semi and all of their stores installing Solar and MegaPacks for Storage and Charging the Semis .
FYI Ikea in many places already have Rooftop Solar.
The majority of 🇺🇸 truck shipment Servixe are all within 100miles. 35-75 miles are the most common routes.
Well. . . . how long do you think it takes to build a charging station? A couple of months? A charging station is a pretty simple thing to build. I keep hearing people say that this is the big barrier to the Semi being massed produced. But with a range of 500 miles, it seems to me you don't need all that many charging stations along most of the major trucking routes. Start with one or two trucking routes and go from there. Build them at the side of the highway far away from urban centers, where land is cheap. Doesn't seem like a big deal compared to engineering and producing the truck itself.
Maybe you should research how Volvo Group, Renault Trucks, Scania AB, Daimler and MAN are doing it in Europe. Definitely ahead of the US.
Diesel semis always seem like 100 year old dinosaurs on the road.
Diesel class 8 is very efficient. Many of the big trucks you encounter are towing empty trailers after making a delivery. Reducing the miles of empty hauling is difficult, empty hauling will also discharge a Tesla Semi with no revenue earned. The logistics of trucking aren't solved by electric.
Dlesel will never be surpassed as an energy source for vehicles.
Excessively loud, stinky, and a massive detriment to our health.
And you will continue to see these super efficient "dinosaurs" on the road for the rest of your life because there is no replacement for them.
@@Withnail1969 Since many trips are relatively short range, by both semis and other vehicles, the use case for diesels already seems to be diminishing. With the multiple diesel emission scams, it's clearer to people how unavoidably dirty they are, especially at street level, and I think they'll get increasingly restricted. Cross continent trips aren't the norm (according to stats), so arguments for them seem to be focusing on a small segment of the market. If even truckers prefer electric as the video pointed out, it's not clear who will keep diesel alive, for what reason, except very long range, or very remote, trucking.
Tesla is growing fast with good prices
Speak up Viking!
According to newspapers the Tesla Semi performance was much better than Volvo and Mercedes Electric Semi the semi truck manufacturing are not even close to complete with Tesla they are in much worse shape than personal vehicle manufacturers.
That's correct, mercedes only get about 180 miles whereas the tesla will do 500. Mercedes said that 500 mile range would break the laws of physics. Tesla just make way better and efficient vehicles.
Tesla gets longer range by putting a battery twice the size of the others. So there is a weight disadvantage with the Tesla Semi.
@@erkantruckvlog no they don't, their drivetrain is just far more efficient. Tesla design their vehicles from a first principles approach - nercedes and volvo don't.
@@mallamal5578 Just check the numbers, you will see. The difference in efficiency is not that much. Maybe 10 percent. Tesla Semi has two options. The short range version with a similar battery to the rivals has similar range and payload. The long range version has twice the battery but with less payload because of the heavier battery.
I dont believe that Pepsi have their own trucks. Usually these companies have partners who manage logistics.
Pepsi’s CEO announced the deal, the precise details are irrelevant.
Health is reason enough to ban ICE cars. The pollution kills more people than accidents do.
ICE pollution will kill you if you leave your car running in your garage and you’re sitting in it. But not if you live in a city / state /country where modern pollution laws are enforced. Give emission controls the credit they’re due. Cars & trucks are many, many, many times cleaner than they’ve ever been.
Getting out of bed kills many - most common time for a heart attack
EV's will replace ICE passenger vehicles within the next two decades but not next week like the clueless tesla shills and fanboys believe.
I drive a tesla model y. Being scared in range at night drives is my new life .
The seriously adverse health effects of Diesel Particulate Matter (DPM) are real. Whitewashing and sugarcoating the facts by saying things like they "are many, many, many times cleaner than they’ve ever been" or gaslighting with "getting out of bed kills many - most common time for a heart attack" won't ever help your argument. Denial isn't an option for health.
I just wonder when the mainstream media is going to wake up to the fact that EV's, passenger and commercial have operating costs that are, with the right strategies, many orders of magnitude less than ICE vehicles! I charge mostly at home ~90% and my fuel/energy costs are 90% less than my previous ICE vehicle, even with 10% being on Tesla public chargers.
The semi uses a 1 Mw charger, how many weeks do you think it would take to charge with the plug at your house?
@@user-yh6xf3wl1h What I suggest is that you do a bit of research into how Pepsi has integrated the Tesla semi into their fleet, including how they charge it.
@@joebullwinkle5099Pepsi do back to base runs so yes they can charge when they finish each run. For any other trucking model it doesn't work.
@@user-yh6xf3wl1h Yes, that's correct, however this is only because of both Pepsi's distribution model at that facility and more importantly Tesla's decision that the first early Tesla Truck production models would not have a sleeper cab, as there was no Truck charger network setup yet and they also wanted to see how the Truck would perform in the real world with return trips. However this is only temporary, once there is some form of 1MW charging network and the early kinks are worked out you are going to see Trucks with Sleeper berths. This Truck is going to change how Trucking works in the US in the 5 years after volume production begins.
@@joebullwinkle5099won't work in Aus, to much of the country is not connected to the grid and relies on local power generation. They don't have the capacity for the multiple Mw chargers that would be needed in each town to serve all the heavy haulage traffic. We have next to no rail in WA and everything is done by trucks.
Tesla and timelines have never been introduced to each other. Do me a favour.....
CyberSemi bUiLt tO sPeC
I thought we already waited years longer than they said. Now we need to wait years longer than the years longer? And when we get to the end of 2025, what year will they then say mass production is starting? Grrr.
Viking, I love your channel but your views on batt technology are way too optimistic. Sad but true.
I have to say that I skip any videos (from anyone) about miracle battery technologies. We've been bombarded by them for decades, now. The solid-state battery, the liquid sodium battery, the phlogiston battery--they're always laboratory breakthroughs but they never seem to enter mass production.
The only true revolution in battery technology that has ever come to fruition is lithium ion. The battery longevity that we enjoy today can be accredited almost entirely to incremental refinements of that technology.
I'll believe the next battery revolution when I can buy it.
Your Audio Levels are Sub-Par.
He makes up for it with quantity
Sounds okay on my set up
And another bait and switch. So now it’s just testing and really released in a few years.
And the Viking keeps drinking the cool aid.
Sam, did you talk of a lifetime for a battery of 400,000 miles?
When Scania has negotiated with a battery supplier, they demand 1,000,000 miles and 10-12 years! The supplier said, according to tests that is no problem!
In cars there is another thing. The car makers DON'T WANT BATTERIES TO LAST TOO LONG, because they want to sell a new car to a customer in 3-4 years, not after 20 years.
I work in EMERGENGY ELECTRICAL SERVICES. You have no idea how much the World NEEDS DIESEL FUEL.Especially duri g disasters. In situations where a running motor is the difference between life and death, DIESEL would be my choice 100%.
Don't know how I can convince you people with just words. My experience shows me the reality. The WORLD NEEDS DIESEL. The machines digging the luthium for the batteries RUN ON DIESEL. Ok for beverage vehicles driving locally. No way those will do 400k in mountainous areas. Local delivery sure. We need both. I personally think we need both on one vehicle is the answer. Hybrid dual engine , diesel powered and electric motor powered like in trains today in America. They have both.
And the trains have been since the 1940s. Easy thing to hook up a battery car.
Yeah yeah, Tesla timelines. . . .Is that the same sort of timeline as Tesla has for the sub $25k Model 2 that was announced several years ago?
Hello mate
I'm not understanding. I see these Teslas on the road everyday. Why would certain companies be driving these? I seen one even being towed by a tow truck at a gas station as it broke down I guess.
The ONLY company in the world currently running Tesla Semis is Pepsi/FritoLay.
And this is when large well established transport companies do a Herz and loses money hand over fist until they decide to dump them.
Grow up
The only way diesel will be replaced by electric is if it’s a government mandate.There’s a large misunderstanding of the semi truck and pickup truck buyer mentality. The independent owner operator doesn’t give a Shiite about being green or saving money. Hence the most popular trucks on the road are huge conventional truck that have the aerodynamics of a barn door. The big trucking companies will adopt them that’s who buys all the aerodynamic trucks now. I live and work in this space haven’t talked to one driver who wants a ev car pickup or semi. I’m the only truck driver I’ve ever meet who owns Tesla and can’t wait to buy a Tesla semi.
But I’m a micro minority.
The economics mean they’ll be adopted.
FSD means truck drivers won’t exist within a decade
@@fredbloggs5902
So FSD can hitch n unhitch trailers, plug the truck into the charger, change flat tyres out on the highway? Me thinks looking at all your posts you have been drinking just a wee bit much of the kook aid!
@@user-yh6xf3wl1h Is that the best you could do? Cope harder.