The 2024 Tesla Semi Update Is Here!

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  • čas přidán 3. 06. 2024
  • The 2024 Tesla Semi Update Is Here!
    Last video: The 2024 Giga Press Update Is Here!
    • The 2024 Giga Press Up...
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  • Věda a technologie

Komentáře • 251

  • @StormyDog
    @StormyDog Před 3 měsíci +33

    Hydrogen? Really?

    • @lesliecarter4295
      @lesliecarter4295 Před 3 měsíci +3

      Yes really !

    • @chiboreache
      @chiboreache Před 3 měsíci +9

      pure bs, power density is just awful 😂

    • @zlozlozlo
      @zlozlozlo Před 3 měsíci +10

      @@chiboreache well-to-wheel efficiency is even worse.

    • @lesliecarter4295
      @lesliecarter4295 Před 3 měsíci +3

      Ask your self why they are rolling out hydrogen faster than batteries for this application. 🧐they know all about the efficiency!

    • @potironmaxime8025
      @potironmaxime8025 Před 3 měsíci

      @@lesliecarter4295 Or, is it because they control the infrastructure and profit from it? While electricity is easily produce even by simple consumer using solar panel. Don't get me wrong hydrogen will be very useful for planes and needs to be developped. For truck, with madatory 30 minutes breaks every 3H in most contries developping mega chargers is a much better choice. 90% of the produced energy goes to the wheels using battery, with hydrogen it's less than 70% (being nice). Even financially it does not make sense.

  • @sntstafford
    @sntstafford Před 3 měsíci +5

    Local/inter-local makes the most sense. No sleeper, single axle with 35’ trailer, 100 to 200 mile routes, no idling, return to base to recharge every night. Maybe even some Class 6 box.
    As for OTR, I’ve seen the video; not bad, but that must have been one slow moving rig with all the cars/Class 8 passing it. A real test would be I-70 westbound out of Denver to Richfield, UT. 470 miles with four high passes (Eisenhower, Vail, Spotted Wolf and Salina Canyon). Run that on a single charge and color me impressed.

  • @Gargamel-n-Rudmilla
    @Gargamel-n-Rudmilla Před 3 měsíci +24

    I think u need to listen to the q4 call again. Drew Baglino explicitly said they have enough 4680's for all their vehicles and that they are ramping.
    Also as you said there will not be much more orders for semi until Tesla has built out its 750kwh mega charging network.
    This is not specif to Tesla, the other OEMs will have to do the same and build out their mega charging network, unless they are going to make the same mistake before and sit around for public charging, which ia simply not going to happen.

    • @sensoryoverload673
      @sensoryoverload673 Před 3 měsíci +2

      Thank you, this comment is better than the video

    • @andrewsaint6581
      @andrewsaint6581 Před 3 měsíci +1

      Public charging provided by NACS. The only network with the guts, cash and will to do it.
      The others can then follow as usual.

    • @connorbrown7455
      @connorbrown7455 Před 3 měsíci

      Replying just to bump this comment up

    • @scientificapproach6578
      @scientificapproach6578 Před 3 měsíci

      This comment is correct, I was looking through the comments hoping someone saved me the time.

  • @royh6526
    @royh6526 Před 3 měsíci +22

    Two errors. The price quoted of $180k for the Semi is not industry estimate, it is 2017 announced price. Most likely much higher now. $250k has been rumored.
    4680 cell manufacturing problems seem to be behind them now. Ramping up production at Giga Texas faster than the ramp of Cybertruck. They are now targeting 5GWh/yr/line with 8 lines running later this year. I believe excess 4680 cell production will go to the Semi.

    • @AlanFennell
      @AlanFennell Před 3 měsíci +2

      You may be correct but even at half a million purchase price they will still save so much over time .

  • @royh6526
    @royh6526 Před 3 měsíci +17

    Only piece of new information I learned from this video is that no more Semi trucks have been delivered beyond the initial 36 trucks to PepsiCo.

    • @dasoda_h_nahuel
      @dasoda_h_nahuel Před 3 měsíci +1

      Yes and there have not been any deliveries. Pepsi has around 30+ that we are aware of and the number appears to have not grown much since

    • @bayly1977
      @bayly1977 Před 2 měsíci

      Yep

    • @dasoda_h_nahuel
      @dasoda_h_nahuel Před 2 měsíci

      @@bayly1977 Have you seen how the Tesla innovation shares have been performing lately?

    • @bayly1977
      @bayly1977 Před 2 měsíci

      @@dasoda_h_nahuel 🙄 have you seen how their actual products have been performing?

    • @dasoda_h_nahuel
      @dasoda_h_nahuel Před 2 měsíci

      @@bayly1977 Their products are impressive

  • @charleswillcock3235
    @charleswillcock3235 Před 3 měsíci +83

    Whenever I hear the word hydrogen and vehicles I switch off. Hydrogen vehicles will never take off.

    • @nateums
      @nateums Před 3 měsíci +16

      The infrastructure never will

    • @iandavies4853
      @iandavies4853 Před 3 měsíci +11

      Space shuttle was hydrogen fuelled, it took off … like a rocket. ;-)
      Otherwise, use as fuel is incredibly niche.

    • @SebastianWellsTL
      @SebastianWellsTL Před 3 měsíci +16

      This was exactly people's attitude toward electric vehicles 20 years ago.

    • @iandavies4853
      @iandavies4853 Před 3 měsíci +13

      @@SebastianWellsTL or towards nuclear fusion.
      Hydrogen has been pushed for 4 decades, isn’t any closer.

    • @nguyep4
      @nguyep4 Před 3 měsíci +15

      ​@SebastianWellsTL The problem is electricity is a great alternative to hydrogen. Nothing about hydrogen is better than electricity that is stored directly into batteries.

  • @BlackheartCharlie
    @BlackheartCharlie Před 3 měsíci +8

    8:10 "I can figure out the dry coating. And don't call me Shirley."

  • @EricRatzlaff_
    @EricRatzlaff_ Před 3 měsíci +17

    Love your content, keep up the good work guys!

  • @zlozlozlo
    @zlozlozlo Před 3 měsíci +28

    Dude. Get this through your head.
    Fuel cells are not competitive with batteries. They never will be. The cost per unit of energy delivered to the wheel is simply too high. 2 to 3 times higher than for batteries in fact. It's a pipe dream that the passenger car market has finally woken up from.
    (Which is why they came out with synthetic fuels again, they needed something else to pull over our eyes)
    Just as fuel cells have failed in passenger cars, they are going to fail in freight. Large truck manufacturers are already starting to wake up, and switching from fuel cell plans to battery electric reality.
    Again, fuel cells are 2 to 3 times more expensive per unit of mass transported over unit of distance, compared to BEVs.
    Also, freight fleet operators don't have range anxiety. They have spreadsheets.

    • @iandavies4853
      @iandavies4853 Před 3 měsíci +4

      Brilliant.
      The odd explosion in truck or filling station will see hydrogen go way of Hindenburg.
      In trucking, cost rules.
      Driving BEV opens up available labour pool, it’s so easy.

    • @iandavies4853
      @iandavies4853 Před 3 měsíci

      @@sunrisejak2709 world has been controlled by OPEC for decades, esp since 1972.
      Hydrogen is made from steam reformation of methane gas. So it’s still fossil fuel.
      Extremely difficult to transport to say Japan, it’s leaky, extremely cold, ultra high pressure, causes embrittlement.
      Loves to explode, over huge range of concentrations in atmosphere, way worse than methane.
      China isn’t the problem, they actually have more of the RE solution than USA does, or Europe.
      You lose all credibility if you ignore economics. Hydrogen is expensive. Green hydrogen will be worse.
      You’d have to be Joe McCarthy to be so obsessed by China, willing to toss economics into dung heap.

    • @zlozlozlo
      @zlozlozlo Před 3 měsíci +6

      ​@@sunrisejak2709 dude, no offense, but that's a bunch of nonsense. First of all, anytime someone makes the argument about hydrogen being the most abundant element, you know they haven't done their homework. Incidentally, hydrogen is the most abundant element in the universe, but not on Earth. Most of it is contained in stars. But that doesn't actually matter here.
      First of all, lithium is not like oil. It's not some scarce resource that will make the world beholden to some messed up region of the world. The stuff is everywhere. Most of it is actually currently mined in South America and Australia. But there are massive reserves all over the world, including the USA that are just starting to be mined or will be soon. There are other metals involved, sure, but the story is similar here. And the battery chemistries keep evolving to optimize the inputs. For instance, the most politically problematic element - Cobalt, has been phased out of many chemistries. Not to mention some widely used chemistries like Lithium Iron Phosphate never used any to begin with. There's another class of batteries coming online right now - sodium batteries, which uses a principal element that's even more abundant than lithium. Also, unlike oil, the use of these materials is non-depletive. You don't burn up those elements when you use the battery - every atom is still there. And they can be pulled out with very high percentage yields.
      Going with batteries won't make you dependent on China. It does currently, because China manufactures the most cells in the world. But there are giant factories being built as we speak, in the US and elsewhere in Europe.
      Secondly, you'd better believe it's primarily about cost of transportation. Why do you think the world is addicted to oil? Is it because there is no other technology or energy source that could possibly move a car? No. It's because for a hundred years oil has been the only cost-effective and practical source of energy for transportation. If cost didn't matter, countries could run on liquefied charcoal or whatever, like they do in North Korea. Instead countries have been locked in a struggle to control the supply of oil for decades now. Not because it's the only option, but because it's been the only practical and economical one - which de-facto made it the only option.
      Countries can afford to subsidize an emerging technology while it's getting started. Certain companies and organizations can too. And they can definitely afford doing BS publicity stunts, like buying a few hydrogen buses, building a few refueling stations, and then proclaiming that hydrogen is the future. But nobody can afford to keep the show going. There is no country on Earth that can afford to pay 3 times more than necessary per unit of energy for their transportation. (No real country, that is. I'm sure a "country" like the Vatican with their couple dozen vehicles and massive inflow of money from Christians worldwide could manage.) Any country that has tried to bring about the hydrogen economy has found out that it's impractical and wildly uneconomical. And any country that would choose to push through despite these findings would be committing an economic suicide.
      Please wake up. Hydrogen is a pipe dream.

    • @sunrisejak2709
      @sunrisejak2709 Před 3 měsíci

      @@zlozlozlo Hydrogen is in water. And water covers like 78% of the earth's surface. Period. China controls directly or indirectly about 80% of the earth's mineral resources. This is not a great position unless of course your Chinese. On a similar vein China generates or processes over 90% of the world medicinal raw materials. Imagine if they turn off thst tap?! Why all the efforts chasing hydrogen? It's a huge global effort! Enormous sums of money and research allocated. Why? I'm not saying it's practical, but finding energy sources free of oil and mining is the geopolitical goal.

    • @zlozlozlo
      @zlozlozlo Před 3 měsíci

      @@sunrisejak2709 again, hydrogen is the most abundant element in the universe. Most of it is contained in stars though. In Earth's crust (which is the part that's easily available to us) oxygen is actually the most abundant element at about 46%. Also if you want to get nitpicky, Earth's surface is a drop in the bucket compared to Earth's total volume. So, yeah, your comments about my education are a touch ironic.
      But again, this fact is completely irrelevant to the whole debate. No matter how many times Toyota pays Michio Kaku to parrot this fact on stage or in a promo video. We could have 1% the hydrogen we have and it would still be enough to have a hydrogen economy. The problem with hydrogen is not the abundance of the element. The problem with hydrogen is that:
      a) here on Earth it's not an energy source. It doesn't occur in a high energy state (H2 molecules) on Earth almost at all. It exists primarily in low energy state (bound into water or hydrocarbons) and for it to be useful we need to add the energy (split the molecules). Therefore it's not an energy source, at best it's usable as an energy storage medium. Which is unfortunate, because,
      b) as an energy storage medium it REALLY sucks. Hydrogen is difficult to handle, has piss-poor energy density, and loses badly to batteries on efficiency alone.
      But as I mentioned, there's a lot of hydrogen in the stars, and wouldn't you know it, it's in a high energy state. So go mine the sun you plonker.

  • @user-gb3ko5dv6h
    @user-gb3ko5dv6h Před 3 měsíci +11

    Always nicely done, thank you good sir!

  • @paulhyland7456
    @paulhyland7456 Před 3 měsíci +6

    Can it still only carry bags of chips?

  • @hanswallner2188
    @hanswallner2188 Před 3 měsíci +3

    E-Trucks will be a very big thing, at the high mileages of trucks this will be a gamechanger as nothing ever before, many people still don't have no idea how big this market will be.

  • @AudiTTQuattro2003
    @AudiTTQuattro2003 Před 3 měsíci +7

    Nice presentation, but not much (if any) new info. I mean, who really thinks a 500 mile range Semi is going to cost $180k? And cost of ownership...how did that work out for Hertz? To be fair, the price cuts really hurt Hertz on resale value, but regardless it is still something TBD.

    • @iandavies4853
      @iandavies4853 Před 3 měsíci

      Agreed. With 850kWh of batteries at just under $100/kWh in 2024, that’s $85,000 for cells.
      Rest of the truck shouldn’t cost much, drivetrain running gear about same as plaid.
      Certainly economies of scale way better than Freightliner or Nikola, who have to buy everything.
      And as you say, Hertz objected to Tesla selling Y too cheap now, cut their resale arbitrage.

    • @nguyep4
      @nguyep4 Před 3 měsíci +2

      A semi truck is to be driven for over 400k miles. Hertz needs to sell them after 60k miles or so or after the warranty period is over. I don't think Semi truck business is the same as car rental. Surely, they will look at the total cost of ownership, but the practice is different.

    • @CasperChicago
      @CasperChicago Před měsícem +1

      The Uber cars of Seattle, Chicago and most other mega cities are Teslas! I have talked to Uber drives while at the Tesla Charging Stations and the only complaint they have is that the lease price is high. They get more customers by driving a Tesla than they do driving ICE vehicles; a Tesla is considered Uber Black (luxury). I have no idea of the true facts why Hertz failed, but Tesla's electric vehicles are on the street eveyday and are in every sense an "American Electric Car Company",...electric vehicles are not a fade. That leads me to say a Tesla (electric) semi truck is very feasible.

  • @thevillain8151
    @thevillain8151 Před 3 měsíci +3

    Hydro won't completely take over, of course demand will split between two different products slowly developing infrastructure so the solution to net zero is to diversify like that between technologies because it will level out demand and ease things up.

  • @factchecker9358
    @factchecker9358 Před 3 měsíci

    Let me know when refresh no. 5 comes out and pull through charging stations.

  • @bearlemley
    @bearlemley Před 3 měsíci +2

    0:10
    “Shrouded in mystery”
    This seems to the excuse to make a video but Tesla’s Semi truck and Pepsi’s truck are well known along with performance recordings.

  • @John-Edward
    @John-Edward Před 3 měsíci +4

    The future for Entry Level Teslas seems to be LFP batteries right now. That what is in the new Model 3 and why it doesn’t get the $7,500 credit because those are currently Made in China. Tesla has bought equipment from CATL to set up in Nevada to produce LFP batteries, but they claim this is for the MEGA Pack factory in Lathrop, CA so hard to say. That definitely will affect the Made in USA status of the current Model 3.

  • @kalesims6540
    @kalesims6540 Před 3 měsíci +1

    Charge time? Or is there going to be battery quick change stations? Either going to be slow or going to feel like they need a service appointment every day.

    • @NaxmarsVideos
      @NaxmarsVideos Před 2 měsíci

      With the semi mega charger, reaching 70% from 0 should take just 30 minutes. Considering truckers are required to take a 30-minute break every 3 hours, it appears that charging won't pose a challenge. However, significantly increasing electricity production will be necessary if we intend to replace all diesel trucks with electric ones. Generating 750 kW requires a substantial amount of energy and a very good infrastructure.

  • @gregp.7148
    @gregp.7148 Před 3 měsíci

    Congrats 🎉 to 400,000 subscribers!

  • @urbanspaceman7183
    @urbanspaceman7183 Před 3 měsíci +2

    No mention of cargo load limit?

  • @jawi499
    @jawi499 Před 3 měsíci +1

    Did Run on Less compare to diesel fuel? Can you please link the study?

    • @andrewsaint6581
      @andrewsaint6581 Před 3 měsíci

      Just do a search on Google or bing if you like.

  • @larryc1616
    @larryc1616 Před 3 měsíci +9

    ❤Tesla ⚡️🇺🇸
    EV > ICE

  • @amosbatto3051
    @amosbatto3051 Před 3 měsíci

    I really doubt that the 500 mile Semi will cost $180k--that is based on the initial launch event in 2017, and we know prices have changed since then. I would guess $300k for the 300 mile model and $400k for the 500 mile model.
    Tesla will not want to use the 4680 cells for the Semi, because the Semi needs the fastest charging, and the 4680 is having trouble with fast charging. Tesla will have to stick with the 2170 as long as the 4680 doesn't have good fast charging, and it appears to me that the cooling is not very good for the 4680, although it is hard to know for sure what is limiting the fast charging.

  • @markc6714
    @markc6714 Před 3 měsíci

    And what's the carbon footprint for the battery production? That is 5 years to break even? Life of battery?

  • @davidsmith5584
    @davidsmith5584 Před 3 měsíci +3

    Semi delivery is as slow as molasses.

  • @marianpazdzioch6632
    @marianpazdzioch6632 Před 3 měsíci

    Any info on how much public monedy PepsiCo got from California in form of subsidy for testing Tesla Semi ?

  • @adrianpbaxter4071
    @adrianpbaxter4071 Před 3 měsíci +3

    Didn't somebody smart, like some engineer in the hall of engineer fame or somthin' say "hydrogen is a fool's errand"?

  • @External2737
    @External2737 Před 3 měsíci +19

    Hydrogen is shutting down. It takes 3x the electricity to make hydrogen than put it in an EV.
    Once the mega chargers are more common, Tesla semis will be very popular. Imagine if every Walmart had a Tesla Semi charger... A few freeway adjacent chargers will make this happen.
    Good they debugged before mass production. The miles per day say it all. $200k in fuel savings...

    • @fjalics
      @fjalics Před 3 měsíci +1

      The hydrogen chargers aren't cheap, aren't reliable, and can't charge very many vehicles per day. If you can't fuel a vehicle, it's useless. Which brings me to a huge issue. You can't fuel it in your garage. It's a huge problem because there aren't enough fueling stations yet. Also, those tanks take up a lot of room in the car. So hydrogen has other problems too, and ones that would have to be solved before it could take off.

    • @greebeena2818
      @greebeena2818 Před 3 měsíci +1

      Hydrogen isn't that bad. Pros include being able to be manufactured on site with solar power and water.

    • @fjalics
      @fjalics Před 3 měsíci

      @@greebeena2818Pro compared to what? Gasoline? Also, you still have to compress it to 10,000 psi. The problem is, EVs go 2-3 times as far on a kwh, have more space in the car, and perform much better. Also, EV chargers don't explode.

  • @jawi499
    @jawi499 Před 3 měsíci +1

    Why isn’t Tesla building charging stations WAY ahead of there trucks since they don’t require waiting for batteries?

    • @gdutfulkbhh7537
      @gdutfulkbhh7537 Před 3 měsíci

      Because it's all vapourware.

    • @Nonya-uj2gv
      @Nonya-uj2gv Před 3 měsíci +1

      The trucks are already useful for set, short routes where the trucks can sit and charge at their home bases each night, so they might as well start selling them as soon as they can. So far the companies that have the trucks use them on routes that do not need charging stations, and know all about this before the trucks are purchased.

  • @pavelkoudelka8934
    @pavelkoudelka8934 Před 3 měsíci +1

    yah, but Hydrogen cost minimu 3-4 times as much as electricity...

  • @vincentsmith9562
    @vincentsmith9562 Před 3 měsíci +2

    We want one is Australia

    • @markc6714
      @markc6714 Před 3 měsíci +2

      No we don't

    • @vincentsmith9562
      @vincentsmith9562 Před 3 měsíci

      @@markc6714 sorry buddy. we will have several in the next few years.

    • @markc6714
      @markc6714 Před 3 měsíci +2

      @@vincentsmith9562 they won't even make it Sydney to Melbourne. Pathetic and in the heat they'll have thermal runaway like the cement Australia truck

    • @vincentsmith9562
      @vincentsmith9562 Před 3 měsíci

      @@markc6714 oh well. Have you notice the dramatic increase in evs. And have you noticed the increase in range for evs over the last five years and have you noticed the increase in electric buses have you kept an eye on battery developments. Get with it bro. Fossil fuels are out Check out the electric Viking you tubes and you will soon change your mind . You will be driving an ev in a couple of years. There fantastic. And no more air pollution no more noise and so much safer.

    • @bayly1977
      @bayly1977 Před 2 měsíci

      We really don’t. It’s useless

  • @NormanSilv
    @NormanSilv Před měsícem

    The truck/trailer is now parked

  • @OO-qr1ks
    @OO-qr1ks Před 3 měsíci

    560 miles is pretty rough to be honest

  • @walsh20047
    @walsh20047 Před 3 měsíci

    72,000 lbs is gross weight. What was the split between load carried versus vehicle weight?

    • @bayly1977
      @bayly1977 Před 2 měsíci

      They will never release that info. Wonder why? 😏

  • @JJSmith1100
    @JJSmith1100 Před 3 měsíci

    Considering that Shell closed all its hydrogen stations in the UK and California and in Norway the hydrogen stations are also disappearing, I seen very little future for hydrogen.

  • @metriczeppelin
    @metriczeppelin Před 3 měsíci +6

    Hydrogen engine production is a trip down a dead end road. For people who won't buy an EV automobile because of "range anxiety," show me all the hydrogen fueling stations in the US. They're all but shut down in Europe because of such little demand. GM has become famous for going down the wrong road when it comes to new tech. Remember Lordstown Motors? Remember Nickola semi's? GM can't get their EV automotive shit together and now they're going to wander off with Honda into a Hydrogen sunset? Better keep an eye on their stock.

  • @ChrisBullock1978
    @ChrisBullock1978 Před 3 měsíci

    any idea on Tesla lithium in corpse city?

  • @markc6714
    @markc6714 Před 3 měsíci

    Those would be the ones that broke down and needed towing.......

  • @DJCareeseOFly
    @DJCareeseOFly Před 3 měsíci

    why dont they fit solar cells on the trailer? I'm just a dummy but if you have that free area, it seems like a choice. Or maybe im a lil too dumb with dumb ideas lol

  • @emanuelbrister5903
    @emanuelbrister5903 Před 3 měsíci

    I go 770 miles a day in my 2006
    Peterbilt 387 with a CAT C-15, 1,375 miles on full tanks 300 gallons at 80,000 pounds.

    • @Ace987Ace
      @Ace987Ace Před 3 měsíci +2

      At that rate you are getting about 4.6 MPG or .22 gallons per mile. Most electric vehicles are rated at watts/kilowatts per mile, so let’s compare the costs per mile.
      Gas prices vary so here’s a few rates:
      $4 per gallon is $0.88 per mile
      $5 per gallon is $1.10 per mile
      $6 per gallon is $1.32 per mile
      In an article Pepsi states that their Tesla semi is using about 1.7 kW per mile. Here are some costs based on charging rates:
      $0.10 per kW is $0.17 per mile
      $0.30 per kW is $0.51 per mile
      $0.50 per kW is $0.85 per mile
      This is a very basic comparison for fuel use. Both diesel and electricity rates vary. Most public fast chargers are closer to the $0.50 per kW than $0.10 per kW. Pepsi is probably paying closer to the $0.10 per kW which is why they are seeing huge savings. This is why people who can charge their EVs at home see the biggest benefits of EV ownership while those that can only use superchargers don’t see the savings.
      Prices for both will probably change, but who knows which will change and in what direction.

    • @carholic-sz3qv
      @carholic-sz3qv Před 3 měsíci

      in Australia a single diesel truck does the job of up to 4 single american trucks all day long and they are just around 650hp, imagine if they were 1000hp!

  • @ourv9603
    @ourv9603 Před 3 měsíci +1

    A battery factory? For Panasonic? What, Tesla is uncomfortable working in the same building as Panasonic? IS this evidence of this partnership strain?
    !

  • @HotdogJuice
    @HotdogJuice Před 3 měsíci

    You'll be paying drivers just to charge it

  • @clavo3352
    @clavo3352 Před 3 měsíci +4

    Very surprised that Tesla isn't capitalizing on retired men. Using a modified shortened workday of 3 hrs, older men could produce some semis. 6 shifts per day could employ some guys for one shift, while others might take 2 shifts with a generous 3 hour break between shifts. Tesla could reinvent the retirement regime and perhaps save the government some social security money.

    • @zlozlozlo
      @zlozlozlo Před 3 měsíci +2

      I don't understand why you'd be very surprised by this in particular. (Especially as this sounds like something you yourself came up with, correct me if I'm wrong).
      First of all, this would be completely antithetical to how Elon Musk operates. He is all about hiring the best and most productive people he can, and creating a lean and effective workforce. Elon hates under-performers. He'd rather hire one over-performer instead of 10 under-performers and then squeeze every bit of productivity out of him. Hiring pensioners for reduced shifts sounds completely bizarre in this context.
      In any case, this is a moot point as Tesla's bottleneck with regards to the Semi is battery cells, not manpower.

    • @AudiTTQuattro2003
      @AudiTTQuattro2003 Před 3 měsíci

      ...Elon hates under performers, especially while he is jetting around the world doing interviews and getting blitzed with his board members.

    • @clavo3352
      @clavo3352 Před 3 měsíci

      @@zlozlozlo yeah you're right; after all Elon doesn't have a wholistic; Adam Smith, view of economics.

    • @iandavies4853
      @iandavies4853 Před 3 měsíci +2

      @@clavo3352Musk has a degree in economics, seems to do OK for himself.
      Urban legend is you won’t get two economists agree on the subject.

    • @clavo3352
      @clavo3352 Před 3 měsíci

      @@iandavies4853 Musk was famous for being a successful college dropout. He may now have an honorary degree, but I seriously doubt he earned any degree. Putin does well for himself too. Your points fall flat.

  • @truhartwood3170
    @truhartwood3170 Před 3 měsíci +3

    Hydrogen is basically dead. Way way way too expensive. Won't be a competitor to BEVs for vehicles. They're actually not that much faster to fill, nor do they have significantly more range any more. And again, way more expensive, which is an imports to bottom line for companies.

    • @ArthurDeKeersmaeker
      @ArthurDeKeersmaeker Před 2 měsíci

      Hydrogen is probably for airplanes and ship's. And for the later, very rich combustion car enthusiasts that can pay for the higher price of hydrogen.
      I do believe there will be a point that there is a battery hydrogen hybrid at some point. 200km battery rang and a hydrogen tank for some extra electricity for the longer distance. The battery for daily commutes and the hydrogen for going on long distances vacations or so.
      But maybe batteries get so good that this step is skipped.

    • @truhartwood3170
      @truhartwood3170 Před 2 měsíci

      @@ArthurDeKeersmaeker batteries have already surpassed hydrogen for vehicles. We will not see any large scale production of hydrogen vehicles of any kind. Toyota tried to push the H2 powered Murai. It has only sold 22,000 units since 2014. An abysmal failure. Hydrogen filling stations are being quietly closed as they have no customers and are incredibly expensive to keep running. Hydrogen trucks and buses have been built mainly for government projects for decades. They all get quietly scrapped due to cost. Over and over and over and over. No one will pay for an expensive H2 powered car as they suck compared BEVs or gas. There's no advantage to them. As I said, hydrogen is dead. Just because companies and governments still open the casket now and then and make its arms dance to a happy-sounding environmentally friendly song lip synced by oil and gas execs doesn't change that fact.

  • @relativityboy
    @relativityboy Před 3 měsíci

    And here I thought it was their megapacks...

  • @urbanspaceman7183
    @urbanspaceman7183 Před 3 měsíci

    Only one customer? The rest have more sense.

  • @lilyandmike
    @lilyandmike Před 3 měsíci

    EV Semi-Fleet, a startup out of Orlando, FL., ordered 50 2 years ago ($20k each deposit- $1M)

  • @rp9674
    @rp9674 Před 3 měsíci

    Maybe they can do an OTA fix to make it haul Coke

    • @bearcubdaycare
      @bearcubdaycare Před 3 měsíci

      Coke is buying trucks from BYD, a Chinese vehicle brand, which already makes buses and some trucks in America, and plans on doing so in Mexico in collaboration with Coca-Cola. The Chinese companies are the real alternative to Tesla, as shown by which overseas companies hold their own in China against the Chinese companies (only Tesla). And like the Japanese before them, the Chinese companies are planning (or building or operating) plants inside NAFTA and the EU. RIP the rest, within the decade, because they're already not cost competitive, even with nearly entirely Chinese parts.

  • @jvaillancourt
    @jvaillancourt Před 3 měsíci

    I am not worried about hydrogen competion, it is way more expensive and inefficiemt then electricity

  • @johnlehew8192
    @johnlehew8192 Před 3 měsíci

    The companies making hydrogen cars and chargers say it will never work, I would listen to people who actually did it and know

  • @PouyaSthlm
    @PouyaSthlm Před 3 měsíci

    So no upfates, thanks

  • @sophie-ny3nj
    @sophie-ny3nj Před 3 měsíci +14

    • @Zachs-
      @Zachs- Před 3 měsíci

      You should buy and hold tech stock Crypto investment

    • @sharigreenspan
      @sharigreenspan Před 3 měsíci

      There are many interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire

    • @thomasschlund
      @thomasschlund Před 3 měsíci

      You should know it's easy and hard to make that much profit. I say EASY because it's very possible to make that much, and Hard because you'll need professional assistance to do it, I'd suggest you get assisted by a market advisor.

    • @triciakuns2288
      @triciakuns2288 Před 3 měsíci

      I'm an advocate for having a diverse investment strategy. I grew to a 6 figure mark with my portfolio having exposure to different areas of the market, including small and large-caps of the ETF index, blue chip stocks, coins, grade bonds and alternatives like cryptocurrency markets, as this helps manage the overall risk on my portfolio managed by my FA.. Credits to my adviser, Jasper, i have no doubt investing more

    • @omqbrown9041
      @omqbrown9041 Před 3 měsíci

      Please can you leave the info of your investment advisor here? I'm in dire need for one!!

  • @brunoheggli2888
    @brunoheggli2888 Před 3 měsíci

    Wow that means game over for Tesla!

  • @emanuelbrister5903
    @emanuelbrister5903 Před 3 měsíci

    That is only good in cities not over the road.

  • @archershillnursery
    @archershillnursery Před 3 měsíci +2

    If you like the Tesla semi
    👇

  • @PaleBlueDotCitizen
    @PaleBlueDotCitizen Před 3 měsíci

    Tesla Semi RV with a roof and awnings filled with solar panels. Amazing!

  • @lilyandmike
    @lilyandmike Před 3 měsíci

    No way will a 900 kWh battery pack in a Tesla semi truck be $180,000. In California alone fleets under 20 trucks get $240,000 off the truck., so I think it’s going to be upwards of $500,000 landed.

  • @carholic-sz3qv
    @carholic-sz3qv Před 3 měsíci +1

    the funny thing is that in Australia a 650hp diesel semi truck can literaly haul up to 4x the load of that tesla to cover tousands of miles! thats what i call efficiency and performance! supplying remote communities. delivering all kinds of goods all around the country even through deserts....

  • @patrickfox-roberts7528
    @patrickfox-roberts7528 Před 3 měsíci

    Hmm car rental companies don't agree with this fleet saving idea for EVs they (eg Herz) are offloading like you wouldn't believe

  • @TimLauridsen
    @TimLauridsen Před 3 měsíci

    What is a full-cell without any full, Hydrogen is not green, oil/gas is used to make hydrogen, using electricity to make hydrogen is very wasteful and there is no hydrogen fulling intrastucture and it is very expensive to build. Electricity is everywhere, to easy to make chargers.

  • @electric-rideshare
    @electric-rideshare Před 2 měsíci

    So clearly the semis are working well considering Tesla is building a dedicated factory to build them. nothing irks me more in the summer than having to have my car window up because of all the loud smokey diesels on the road passing through town ...especially at stop lights. So I'm am all for getting the diesels off the road more so than even gasoline cars. Time is money in transport and watching thes etrucks lumbering along tryiing to get going after stopping is a waste of money for them and a pain in th eback side for everyone else stuck behind them so instant torgue , instant acceleration = more more money for them and less frustration for all the traffic behind them.
    Fueling Costs are 1/2 the price of Disel ..not even counting no more engine breakdowns, badexhausts costs etc.. For someone like me always looking for companies that can increase profit margins..I'l be keeping an eye on Truckin companies that are going to be making the switch to electric ..increaseing profit margins= increase stock price

  • @anthonyshiels9273
    @anthonyshiels9273 Před 3 měsíci

    The Toyota logo is made from the letters T, O, Y and A.
    It sells out T O Y O T A.

  • @MrFieleke69
    @MrFieleke69 Před 3 měsíci

    “The biggest product in 2024 is quite literally is their Semi Truck” is a complete lie. The Cyber Truck is their best addition to 2024. They won’t have Semis everywhere until like 2026

  • @alexanderx33
    @alexanderx33 Před 3 měsíci +1

    5:14 That right there is the infeasability of the gaps argument at this point.
    I would not be surpised at all if the power volume expense dwarfed every other consideration for replacing diesel with electricity for trucking.
    The grid as it is cannot handle that much juice. A diesel semi refueling at normal speed has an equivalent power of several megawatts! Imagine the transmission lines that would be required to every flying J's, Loves, Pilot, etc. They fuel like 50 semis at a time. Each station would need its own nuclear powerplant otherwise the tranmission costs would be absurd

    • @iandavies4853
      @iandavies4853 Před 3 měsíci

      Yet somehow our manufacturing industry runs on electricity from time of Edison, even electric arc steel furnaces.
      Must be magic. How big are present supercharger stations now? 84 version 3 stalls 250kW chargers in Arizona.

    • @atillathehungry3145
      @atillathehungry3145 Před 3 měsíci

      @@iandavies4853 It was COAL that fueled the indusrial revolution. Steam power my friend.

    • @ChiSpire
      @ChiSpire Před 3 měsíci +1

      @alexanderx33 there were 1.2 million BEVs added to USA electrical grid last year, population increased, and yet electricity usage was down in the USA in 2023. The narrative that the grid won’t be able to handle it is a complete myth

  • @callmebigpapa
    @callmebigpapa Před 3 měsíci

    Shell just closed all other their hydrogen stations......

  • @tvoprosucks
    @tvoprosucks Před 3 měsíci

    I call BS on the range numbers

  • @rayfieldharris
    @rayfieldharris Před 3 měsíci +4

    Long story short electric trucks can't handle a regular eight hour shift

    • @KoRntech
      @KoRntech Před 3 měsíci

      Exactly, if these were used at ports to move round to a Staging area for diesel or hybrid diesels then sure.

    • @AudiTTQuattro2003
      @AudiTTQuattro2003 Před 3 měsíci +1

      UPS is a good fit too (hub to hub), but to act like the infrastructure is going to be installed any time soon is just delusional. Each supercharger requires the current draw equivalent to a small town. Industrial areas will be first, but more rural locations will require way more infrastructure costs.

    • @lylestavast7652
      @lylestavast7652 Před 3 měsíci +2

      Sure can - just not every possible route and condition. Good fleet managers can peg them to specific runs and make bank on fuel savings. One size, does not need to fit all...

    • @bearcubdaycare
      @bearcubdaycare Před 3 měsíci +2

      Four hours in the morning, top up over lunch, four hours afternoon. Quite a bit of tractor trailer traffic is short range, per government stats that Tesla showed. If a company develops a few hundred bases around the country, it could get trailers across the country with those four hour shifts, and drivers operating within four hours of their base. When new technology arises, it doesn't need to mimic the old, like cement columns pointlessly fluted to look like wood columns with their ribs covering joins. Eventually someone realizes that you can build with the new material without looking exactly like the old, and needless copying of the old goes away, like marathon drives across the country. Transporting goods is the need, not eight hour shifts straight through, which the EU doesn't do, but still transports goods. Three weeks on the road will probably be seen as an anachronism, once fuel savings outweigh tradition.

    • @rayfieldharris
      @rayfieldharris Před 3 měsíci

      @@bearcubdaycare true charge on break

  • @trevsmith5825
    @trevsmith5825 Před 3 měsíci

    Indeed, all Tesla vehicles are at the center of it. Who dismissed BYD in 2011 by laughing at their products during a Bloomberg interview?

  • @cascaderetriever7618
    @cascaderetriever7618 Před 3 měsíci

    Hydrogen wont work.

  • @goltzhar
    @goltzhar Před 3 měsíci

    Not a fanboy but anti ignonance….

  • @johnp5250
    @johnp5250 Před 3 měsíci +1

    Please cover Edison Motors
    They are creating hybrid trucks that make sense
    They can use all the coverage they can get.

    • @PaleBlueDotCitizen
      @PaleBlueDotCitizen Před 3 měsíci

      We don't want anything with a tailpipe. Not only because of pollution but because of the need for centralized fuel supply. We want fully electric to sever reliance on fuel companies.

  • @jawi499
    @jawi499 Před 3 měsíci

    HAs a study been done if on of these trucks catch fire? That large of battery will be a very large event.

    • @ChiSpire
      @ChiSpire Před 3 měsíci

      Some Nikola Bev semi have already caught fire

  • @Homiejahcobie4004x
    @Homiejahcobie4004x Před 3 měsíci

    I love the Greta bit 😂

  • @HankHillspimphand
    @HankHillspimphand Před 3 měsíci +1

    EV semi are the stupidist idea, small cars yea i can see the value but one thing evs suck at its hauling weight and long distance. if one of these burns that fire would be HUGE. the charge time would make it useless as a truck.
    they cost more, the do much much less and if we have fleets of them they will cause large issue in power generation. we are all ready struggling with 10+%ev cars now picture 1000s if trucks in the winter. look at the issue of EV bus fleets for the future of semi evs. they don't work scaled up like this
    this EV stuffs went too far. why not stick to small cars? that while have a lot of issues CAN make some sense for some people?

  • @samyoung1662
    @samyoung1662 Před 3 měsíci

    The other players won't fight back with hybrid solutions. There is no point. Electric greater than hybrid benefits. They lose if they play that game. Thanks

  • @Richard23ca
    @Richard23ca Před 3 měsíci +1

    This is still not good as a diesel truck can do up to 2000 miles. Drivers in most districts can drive 16hrs a day. which means a company can travel 3-4 times farther each day.... the 18 days could have been done in 10-12 days...

    • @davidw4664
      @davidw4664 Před 3 měsíci +1

      No all routes are long distances though

    • @Richard23ca
      @Richard23ca Před 3 měsíci

      what you are referring to is short haul vs long haul... that generally means you can sleep in your truck with long haul. long haul makes up about 60-70% of the semi's you see in your day to day life. as the money for drivers is in long haul... generally short haul drivers are family men and only take trips that tesla would work... but thats about 30% of all transportation... which is why i say its not quite ready yet.@@davidw4664

  • @socalsp3
    @socalsp3 Před 3 měsíci +1

    Tesla range x 50% = real world range

  • @larryc1616
    @larryc1616 Před 3 měsíci +1

    ICE is 💀

  • @KoRntech
    @KoRntech Před 3 měsíci

    1:10 😅😅😅 despite the evidence it didn't.

    • @royh6526
      @royh6526 Před 3 měsíci

      What didn't? The NCAFE Run on Less truck event didn't take place?

    • @iandavies4853
      @iandavies4853 Před 3 měsíci

      Tesla thrashed 'em.
      Embarrassing really.

  • @Villarreal422
    @Villarreal422 Před 3 měsíci

    Lmao. It makes me laugh when they say "saving the environment." Do y'all know what they have to do to make those batteries? Probably not. It's worse for the environment than drilling for oil

  • @Sovjetski-
    @Sovjetski- Před 3 měsíci

    HA HA HA HA BS channel! pump up so the shares go up!!! PUMP the hype

  • @jeffcarlton3590
    @jeffcarlton3590 Před měsícem

    In general thank you for this informative video. I found the Greta slam unnecessary and offensive. There is no need to diminish the efforts of a passionate young woman seeking to help advocate for a safer, healthier world for future generations. She has claimed no expertise and only is asking lawmakers to more fully consider the scientific findings of those studying the issue and that they act with compassion toward future generations as they will inherit a more degraded world due to our slow, less than adequate responses to the climate challenges we face. Like Elon, she is widely known to be on the autistic spectrum. This compels her and helps her hyper-focus on our environmental issues, but may also cause her to come across as awkward, or tone death in how she presents herself. Be better, as Melania implored us. Do not bully our kids.

  • @bayly1977
    @bayly1977 Před 2 měsíci

    Here’s the update….its going nowhere

  • @gdutfulkbhh7537
    @gdutfulkbhh7537 Před 3 měsíci

    Fool me twice, shame on me. No Tesla!

  • @mini_aiden7008
    @mini_aiden7008 Před měsícem

    Why hydrogen dude it’s kinda pathetic and it’s expensive

  • @umadbra
    @umadbra Před 2 měsíci

    BS... No real life numbers.... Gross weight... How much net?

  • @patrickfox-roberts7528
    @patrickfox-roberts7528 Před 3 měsíci

    Oh gimme a break .. didn't work, isn't working, not going to work - all vapourware. They are not available to order on website ... This is pure BS

  • @Echo4Sierra4160
    @Echo4Sierra4160 Před 3 měsíci

    Great, a semi with a 3 ton carrying capacity that can't go very far. A regular semi has a carrying capacity of 19 tons and can cross the country on a full tank. In a job where you get paid on how much you transport I'm sure they'll love the 3 ton limit.

  • @CinePhil101
    @CinePhil101 Před 3 měsíci

    Lots and lots of copium.

  • @hansbambach4854
    @hansbambach4854 Před 3 měsíci +1

    These trucks will be great in freezing temp. Deliveries guaranteed…..not

    • @bearcubdaycare
      @bearcubdaycare Před 3 měsíci +3

      I live in the mountains of Colorado, and an EV is my only car. And I road trip a lot. Not been a problem. The batteries are heated and cooled as needed, you know.

    • @hansbambach4854
      @hansbambach4854 Před 3 měsíci

      @@bearcubdaycare yeah sure I believe you. Lol

    • @ChiSpire
      @ChiSpire Před 3 měsíci

      @@hansbambach4854 Norway is the world leader for BEV adoption and they are doing just fine. Id tell you it’s cold there but you probably wouldn’t believe me so I won’t bother.

  • @TaylerKnox
    @TaylerKnox Před 3 měsíci

    If Elon Musk were to be lost on a space mission to Mars how long until Tesla would go bankrupt? How long until X went bankrupt? Is it worth the risk?

    • @piddersohoolihan2222
      @piddersohoolihan2222 Před 3 měsíci

      This might be the dumbest fud I've ever read...🫡

    • @keon3155
      @keon3155 Před 3 měsíci +1

      He's already heading to Mars. What we are looking at is his clone or Robot double. oops disregard thats top secret.

    • @gdutfulkbhh7537
      @gdutfulkbhh7537 Před 3 měsíci

      What if he merely goes to jail for a spell?

  • @umadbra
    @umadbra Před 2 měsíci

    How do you morons think the power comes from? Wishing?
    Child labor used to harvest nickel in Africa. You guys are lying to yourselves about saving the planet. All you are doing is creating a lot more toxic waste.

  • @1247.cccccc
    @1247.cccccc Před 3 měsíci +1

    You can do something more for the world by giving the moniker "fossil" fuels the same derision as you do Greta Thunberg. That is admirable. Cheers

  • @walsh20047
    @walsh20047 Před 3 měsíci

    Tesla semi is going nowhere with current battery technology

    • @eji9617
      @eji9617 Před 3 měsíci

      Yep, you got it! The EV market here in the U.S. is crashing as NOBODY really wants them.

  • @Mr11ESSE111
    @Mr11ESSE111 Před 3 měsíci

    No wonder that Pepsi prices goes significantly up because of semi shit Trucks which cannot deliver on time and enough so they charge alot and some stores dont want to accept their drinks anymore

  • @doubleooh7337
    @doubleooh7337 Před 3 měsíci +2

    Can't believe you're still covering this crap 😂

    • @keon3155
      @keon3155 Před 3 měsíci +2

      Can't believe you're commenting on this crap. Why am I commenting on you commenting on this crap? I'm so confused. next video :)

  • @eji9617
    @eji9617 Před 3 měsíci

    The EV Experiment (which was already tried back in the late 1800's/1900's) is coming to another crash and demise. All we have to do is look how Hertz is dumping 20,000 EV's and going back to ICEV's.