Semi Addressable Market with Platoon
There's been some talk of what platoon mode could enable in terms of cost reductions, but I've seen little mention of what it could do for the addressable market of the Semi with regards to long haul range. In short, the Semi should be capable of 650+ miles in platoon mode, making it more viable for long hauls than widely viewed.
If you have three Semi's in platoon mode, and the following two trucks consume power at 2/3rds of the normal rate (500 mile/chg), then by exchanging positions, that trio of trucks will have a range of 650 miles. The larger the platoon, the more the platoon range rises to an asymptote, which would be around 750 miles assuming 2/3rds power consumption when drafting (wild guess).
Since platoon mode would be the rational way to do long distance trucking for major operators, the Semi could be more appealing than widely thought once platoon mode is proven. Of course by the time this happens the range might be increased above 500, so it might not be long until platoons could cover 1000 miles.
Further, this has some implications for the design of sleeper cabs. In platoon mode, you would have no need for multiple drivers per truck, since drivers can rest while drafting. Thus you'd still need some kind of a bed, but the space requirements would be less because you could have a fold down bed in the existing cab area. A full sized traditional sleeper cab wouldn't be needed - just a redesign of the current space.
Only small operators unable to take advantage of Platoon mode would need a dual driver cab, but operating like this (2 drivers, no platoon) would be quite uncompetitive so it would be unlikely to last long. Small operators would form some type of network where they could platoon with others.