Maybe it's me but this sounds great: this means that Tesla will get more than 8% of the whole Semi US market!View attachment 1049142
50K seems optimistic to me.
It will be quicker to disrupt than I thought!
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Maybe it's me but this sounds great: this means that Tesla will get more than 8% of the whole Semi US market!View attachment 1049142
50K seems optimistic to me.
This?Watch this place get really quiet now...
What is the typical/average uptime for ICE Semis?"Tesla's semi trucks have achieved an uptime of greater than 95%, including preventive and unscheduled maintenance." This is the key factor that will drive Tesla Semi adoption. Of all of it's many advantages (safety, acceleration, maneuverability, etc): industry-leading uptime translates into higher margins. It is a moat that ICE semis will never step to. The second most significant factor is fuel savings - can't compete against saving dollhairs.
I already explained this to you
I'll add disingenous forgetfulness to your list of wonderful traits.
Glad this is happening, hopefully they can speed up the production dates.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
It’s pathetic. Fire teams of people to pay for ads, because the Board screwed up Elons 2018 compensation negotiations.Ad campaign in full force
You have an odd way of saying "Whoops, my bad... I was wrong."
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.I think we’re talking about car industry, not some artisan manufacturing? Clearly Semi’s production has not yet been started. They are building prototypes by hand approximately one/month as they have for few years.
I think we’re talking about car industry, not some artisan manufacturing? Clearly Semi’s production has not yet been started. They are building prototypes by hand approximately one/month as they have for few years.
As a not-entirely OT fact about truckers in North America, there is this:As I understand it, this is already happening.
Yeah the semi timetable announcements have been pie in the sky.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.
The great thing is that nobody can completely stop progress. Tesla will not stop now regardless of their feelings.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.
I will pester hargreaves Lansdowne today too, sod it. I have 10k shares and Its insane I cannot vote...I've just been able to cast votes on my TSLA shareholding through A J Bell (UK)..still waiting to hear from Hargreaves Lansdown.....
So where did he get his info from? An OEM vendor?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
They are now building the factory, that's a pretty good reason to take this timeframe more seriously?Not sure why anyone is taking the 2026 timeline seriously given all the above statements.