Maybe it's me but this sounds great: this means that Tesla will get more than 8% of the whole Semi US market!
It will be quicker to disrupt than I thought!
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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It will be quicker to disrupt than I thought!
Your link is broken.
Anyway, here we are...seven years later after Elon said they could do the "convoy" autonomous driving with their Semis, and we have no evidence that Tesla or Pepsi has ever utilized the technology. You remember the math about the convoy of trucks vs rail economics, right?
I get that you think Elon is never wrong so it must be hard to square that.
Is the move up maybe related to this little snippet? Some specific details on the Model 2 (which I just said yesterday seemed like wasn't happening lol)
Model 2 in Europe to being production in 2027.
Model 2x (bit more rugged) to begin production in Austin in 2026
Model 2 in Europe to being production in 2027.
Model 2x (bit more rugged) to begin production in Austin in 2026
Good grief, you're quoting yourself from three months ago? I'm sorry I don't have all your posts memorized.
Glad this is happening, hopefully they can speed up the production dates.
It’s pathetic. Fire teams of people to pay for ads, because the Board screwed up Elons 2018 compensation negotiations.
Perhaps because we don't yet know if the spokesperson was talking about their Sacramento location, their Modesto location, or both.
If they've delivered that many to Pepsico and are planning on deliverying 30 more real soon now, plus a couple of other partners, plus the ones they're delivering to themselves for Tesla use... I'd say they're at a higher rate than 1/month. But its probably not more than 5-10/month until they get the production facility done.
2017: if you order now you get the truck in two years.
2017: I mean timing wise I am guessing that we will probably reach scale production on the semi in about 2 years, maybe 18 months, but probably about 2 years.
2019: semi next year
2020: It’s time to go all out and bring the Tesla Semi to volume production
2022: Tesla 500 mile range Semi Truck starts shipping this year
2022: we're tentatively aiming for 50,000 units in 2024 for Tesla Semi in North America
2022: We will, however, do a lot of engineering and tooling, whatnot to create those vehicles: Cybertruck, Semi, Roadster, Optimus, and be ready to bring those to production hopefully next year
Not sure why anyone is taking the 2026 timeline seriously given all the above statements. I copy/pasted so as not to spam this comment full of tweets.
As a not-entirely OT fact about truckers in North America, there is this:
"The U.S. is home to half a million Sikhs, of which the Sikhs Political Action Committee estimates that around 150,000 of them work in the trucking industry – which makes the sector an overwhelming favorite amongst their populace. The statistics are interesting, to say the least. 90% of all the Sikhs in the trade are truckers, and Indians, in general, are ahead of other Asian nations, controlling nearly half of all Asian-owned trucking businesses in America. And as per the findings of the North American Punjabi Trucking Association (NAPTA), California is the ground zero of the Punjabi bulwark, with 40% of truckers in the region being Sikhs." from SONAR
The immediate relevance is that the process of BEV adoption by NA truckers is simplified by having a highly cohesive trucker population to adapt to BEV's. To be clear, they may not be overly enthused about automation in driving.
Yeah the semi timetable announcements have been pie in the sky.
Going from a handful a week to 1,000 a week is going to take a lot of effort.
Highly unlikely to happen in 2/3 years.
Plus the customers need to install the chargers which takes time.
Buckminster
Well-Known Member
The great thing is that nobody can completely stop progress. Tesla will not stop now regardless of their feelings.
All of those thousands of telephone switchboard operators have been replaced by silicon chips. The show must go on.
cliff harris
Member
I will pester hargreaves Lansdowne today too, sod it. I have 10k shares and Its insane I cannot vote...
So where did he get his info from? An OEM vendor?
Elon compensation and Texas aside, are there good infos about the other proposals vote? I don't have a clear idea on them.
JupiterMan
Active Member
They are now building the factory, that's a pretty good reason to take this timeframe more seriously?
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