Its about margin. Again, Tesla is not in the business of building low margin vehicles. The semi itself is an oddity, but I believe the reason they went with the Semi is two fold. No one else could do it so no one else was doing it. And the shear scale will make every single battery cell cheaper for everything Tesla does. When you need 100GWh just for your Semi, you can build custom, high volume and high speed machines where if you only needed 10GWh, you could never justify the cost of such a complex machine to build the cells. I also believe that Tesla will have a 20%+ margin on the charging, whether they partner and sell them Solar + Battery or install for them and sell them energy for their entire operation. Blended rate will be over 20% margin on just the recharging infrastructure. This will make Tesla the largest utility on the planet by a large margin. Utilities are worth a lot of money and throw off cash like crazy because businesses will be captive customers who cannot really go anywhere else.
Looking at this a different way. Jonas might be doing something interesting here by alluding to the fact that Amazon might be interested in partnership or competing. Its a low key way to say that Tesla is on the right track and could be in the focus of mammoth companies like Amazon, Google and Apple.
