One of the things that struck me from the semi event was that they are extending the Tesla driving experience to semi drivers. It's not just the tech or the electric drivetrain. They are including autopilot, Tesla's amazing traction control and blending between efficiency and power. It's the whole experience. Semi drivers will prefer to drive a Tesla just as we do for more than just economic reasons. Safety, efficiency, tech, charge time and experience, and so much more.
This whole package is the problem traditional truck manufacturers face with Tesla. The semi is a giant Model Y with some add-ons. Tesla is already at scale with the semi.
Perhaps a missing part from the presentation was that the the retired packs from the semi are usable by the customer for stationary storage. A megawatt-hour pack is still valuable at 75% capacity.