Tesla's Full Update On Semi! Dan Priestley's Full Presentation - Charging, Customers, & Challenges
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- Опубликовано: 27 сен 2024
- Episode 369: On today's episode you plug in with Francie at the ACT Expo Event in Las Vegas, Nevada. She hands over the microphone to Dan Priestley, Senior Manager at Tesla Semi who is leading engineering and program development of their electric semi truck. He gets into many of the details that Tesla has been quiet about since first launching this electric semi. Tune in for all the details & a Q&A session after Dan's presentation. Let us know your thoughts in the comments!
ACT Expo: www.actexpo.com/
Tesla Semi website: www.tesla.com/...
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#teslasemi #tesla #supercharger
This was actually very refreshing and back to what I feel older Tesla was about. They are trying to disrupt a large market and motivating companies to create new products that previously were thought to be impossible.
nope they are not lol! also who said it wasnt possible to make an electric semi?! that range is absolutely crap when compared to a regular diesel, also that tesla semi is over 1000hp barely hauling 80,000lbs +2000lbs while a 600hp diesel in sweden hauls up to 3x that load, in Australia 650to 700hp diesels hauls up to 4x that load over tousands of miles crossing the outback unpaved roads, crossing rivers.....
in finland too a single diesel truck does the job of 3 trucks.
@@alanmay7929 and now talk the price
@@alanmay7929 Also, established players like Volvo and Scania have lots of customer loyalty through their deals, fleet management, stuff like that. I can see Tesla disrupting the American market but I can not see them disrupting the European or worldwide market, not with this. Volvo and Scania already have electric semi's on the roads where they make sense. Low height electric semi's for inner-city deliveries and stuff like that, not for long haul. They also already have loads of electric buses here.
@@alanmay7929 Who? The whole auto industry just a couple of years ago.
Hey folks. Alas, this episode has lesser audio quality than we’re used to - but we work with what we get! As for the way I pronounce Nevada… I will never apologize! 😉 Hope y’all enjoy the update. Not sure y’all would’ve gotten it so quickly had we not whipped out our cameras! Ttfn
I activated auto-texting. It's better than I am to understand bad audio.
And it makes some amusing errors too!
Imagine people getting hung up over a little thing about sound. Perhaps they should turn their hearing aids up or check to see if they need one. I didn’t have any problem understanding what they were saying. I’ve heard worse quality like vinyl record, an Atrix player, a tape player as well. I think people are so used to having this pristine perfect sound that their bit spoiled, and like little children complain about a minor inconvenience of quality I think we should just be thankful that we had the opportunity to see this video, thank you all spec podcast. I appreciate your efforts in bringing this information to us.
It’s Nevada, not Nevada 😁
audio's fine, ultimately it's an industry conference, so just go with it. I've heard worse.
Tomayto Tomahto, who cares.
Thank you @Out of Specs Podcast
also see - RUN on LESS Semi event , TESLA stole the Show. 24H +1200 miles full load .
That was a nice treat to hear something about the Semi, cheers!
It happens that I will be training this summer for a semi driving license...
DMV need NEW License class , for BEV semi operations, SILMPLER & Safer Vehicle.
also for Class 4 - 6 BEV box truck.
Very excited to see more of these on the road, thanks so much for covering this presentation :-)
TESLA has been running their 2017 Prototypes as car carriers since 2017 & hauling SpaceX Materiels, and Logistics for GigaNevada , Lathrop and Fremont.
They mentioned 95% uptime, including scheduled and unscheduled maintenance. How does this compare to a traditional fleet?
A: Fleets aiui shoot for >95% as well, but it's challenging to meet for sure with the addition of After Treatment Systems...
Diesel After Treatment is a whole P.I.T.A. all by itself even before you get into any "pain points" with the core truck.
FCEV & Hybrids have MOST Maintenace , more than 80% of BEV.
GOOD 2010 or newer Diesel is more reliable than FCEV & Hybrid.
BEV is the KING of Reliability & Repairability. 80% reduction in Maintenance.
Please do a summary of this presentation, because the audio is so bad I can't understand.
Tinny, thin, room reverb ☹️
Turn on closed captioning.
Yeah please do a review , I can't hear a word of what he's saying.
This is so exciting! Incredible video! I cannot wait for the Semi ramp! Tesla has the opportunity to completely corner the electric class 8 market. Time to put the pedal to the metal!!
I would've liked a question about vocational trucks. Dump trucks, cement mixers, trash haulers ... they mostly travel short distances, but the Semi as currently configured is ill-suited to rugged environments and maneuverability requirements of the vocational market.
I think Daimler, Volvo, and even Nikola might have something to say about any Tesla cornering attempts...
for example, Volvo's presence here at the show is absolutely OUT OF CONTROL once you factor in "Yellow Iron" and BESS.
I found this was very exciting. But too bad about the echo! I almost needed footnotes to follow.
Could an anti.echo audio filter be applied.to.this video?
Gunsanroses-ish hehe
Another great episode Francie keep up with great work, love the topics and news that you bringing us
My main question is what effect does megacharging have on the battery pack? If I’m running a multi shift schedule with megacharging will I still be able to get 400+ miles from the truck in a few years?
It’s a big pack. 800kWh+ pack. Megacharging should have little effect.
Just imagine they put 10 Model 3 batteries in there and they all charge the same time. That'd be 2.5MW peak and around 1MW ish average if it's charged to 90%. If this peaks at a bit over 1 it's going to last longer than the model 3
As others have said, with the size of the pack, megawatt charging has a lower current density than any other Tesla model.
A: not much, it's a 900V to 1000V system so conversely the amp draw is low. additionally the C-rate delivered to the inverter is equally low (< .8).
YES, short answer.
thanks to WORLD class Tesla BMS & thermal management , Semi has DUAL heat pumps.
MANY other Semi Design (LEGACY) are built as Conversions (lots of ICE parts) and no Heat Pumps.
Can someone explain to me the Tare weight that he mentioned at 6:00. I understand the definition, which usually is described as the weight of goods that the truck can tow (max weight allowed by law minus the weight of the vehicle). I don't understand why he doesn't show the Tare weight, which would make much more sense so we can compare it to hybrid class A and diesel trucks. The slides avoided specifics even though he pointed out that people want to know: how much can it carry, and how fast can it charge, and total cost of ownership. I know that Francie can crunch those numbers for us and give us a ballpark guestimate. He mentioned that they are at a total cost of ownership of about 1000 dollars/Kwh and their goal by 2027 is 500. They plan to start production in 2027. So they have 2 years to cut the cost in half. He never came close to mentioning charging times even though the said that its important. Just such a terrible presentation. They should have not showed up. He couldn't even answer the question of "what have u been doing since 2017" , beyond deflect to "Model Y is the best car even, yo." Just terrible. I wasted my time listening to the marketing presentation. Not awesome. Let me make a quess: He says 1.7 efficiency, so 1.7kwh/mile x 500miles=850kwh. 850kwh x 1000 dollars/kwh=850 thousand dollars per truck for total cose of ownership, which they want to sell for 425K in 2027. Am I correct?
More charts, and more Hype with no range
see - RUN on LESS Semi event, TESLA.
all DATA.
1000 miles per day lol
No range? It went 1000 miles in 24 hours. Ah! You are just being stupid. Lol
I wonder how long it will take to design a Simi for the foreign Markets?
just walked by Francie in the Main Hall of ACT Expo here in Vegas, she was talking with some "rando" in a suit. 😅
Thanks!
Thank you! Very kind.
😁@@heyfrancie, we will have two Cybretrucks and a Tesla Semi to circumnavigate Australia. I will raise a minimum of AU$1,800.000.00. Those who have helped me the people and companies:
1. Nurses and Doctors
2. Base Hospital and Ballina Rehabilitation Hospital
3. NSW Ambulance Service
4. All my friends who are worse than me and people who have helped me. Lismore GSAC Baths.
5. Neuralink will help those who are worse off than me.
6. I take two Tesla Optimus robots.
7. Promote of Tesla - Cybertruck, Starlink, Optimus
8. Promote the CYBERTRUCK to the State Government and Police forces of States.
9. Promote the Tesla Semi. We will use concerts and accommodation while circumnavigating Australia.
We are looking for six team members to circumnavigate Australia. We will take a camera and sound team to record all events. We have three people who are part of TEAM. We encourage women to apply for the team position.
I was the project manager and civil engineer. I worked as an engineer in Singapore from 1999 to 2005. We designed and constructed twelve-kilometre tunnels with two boring tunnel machines and five stations. I also managed 160 engineers and architects. I have been a contract engineer since 1975, Constructing sewage and water treatment plants from Melbourne to Cains. I have enjoyed every minute of my life. Kate, my wife, is a well-known interior designer, and Kate was introduced to Grand Design in Australia-the ideal partnership for 50 years of marriage of the year. I applied to NASA in 1974 to be an astronaut in the Apollo Space Program, not to be. I miss out by a year.
We are to see all the Premiers of the States. In Canberra, we will see The Hon. Anthony Albanese, MP Prime Minister, and The Hon Chris Bowen MP, Minister for Climate Change and Energy. I used to have coffee with Anthony Albanese when I was in Lewisham, Sydney.
I had a stroke on 4 July 2019. My wife saves me. I have been swimming three days a week since January 2023. I am now swimming 120 lengths, 25m, at Goonellabah Pool, which has a total length of 3,000m. I will swim at 25 m and 50 m while circumnavigating Australia.
😄Cheers, Ian Cleland
Thank you so much!
@@OutofSpecPodcast 😄Good day from GOONELLABAH, NSW!
Exciting news: in 227 sleeps, I'll embark on a six-month journey to circumnavigate Australia in two CYBERTRUCKs and a Tesla Semi, covering 22,000 kilometres and ending in February 2025.
As we travel, we aim to meet all the Premiers of the States, including notable figures like The Hon. Anthony Albanese, MP Prime Minister, and The Hon. Chris Bowen MP, Minister for Climate Change and Energy. Fun fact: I used to grab coffee with Anthony Albanese in Lewisham.
I will raise a minimum of AU$1,800.000.00. Those who have helped me the people and companies:
1. Nurses and Doctors
2. Base Hospital and Ballina Rehabilitation Hospital
3. NSW Ambulance Service
4. All my friends who are worse than me and people who have helped me. Lismore GSAC Baths.
5. Neuralink will help those who are worse off than me.
6. I take two Tesla Optimus robots.
7. Promote of Tesla - Cybertruck, Starlink, Optimus
8. Promote the CYBERTRUCK to the State Government and Police forces of States.
9. Promote the Tesla Semi. We will use it for PV to provide power where we don't have chargers, concerts and accommodation while circumnavigating Australia.
🤗Cheers, Ian Cleland
How many alarms? Imagine phantom braking in one of those.
Great presentation and thank you for sharing! I do wish you could remove the echo from the audio for the next person listening to it.
Sponcered by Kia! 😅
That’s the way to go. Get the legacy guys to pay for Tesla promotion! 😅
But really appreciate you uploading this presentation and the subsequent Q&A. Thanks for that. 👌👏👏
Lol...Hyundai/KIA are doing great and introduced the first 800V vehicle for under 50k in the Western markets. Since 2021. Where is Tesla?!
absolute nonsense! kia gets the money from the add and also KIA and other manufacturers's vehicles and equipments are used to actually build those Ev factories and infrastructure so its double win for "legacy" manufacturers.
when you go at musk spacex its ford and RAM and other Peterbilt.... actually doing the job or Caterpilar, cummins powering and helping do the hardest jobs so jokes on you.
Very cool!!!
The audio is heinous…but thank you for posting
great job Francie
Please ask if the $500/kW Megacharger cost goal includes a Megapack energy storage unit so that demand charges from the electric utility, which are based on peak power usage, are reduced?
YES w/ Megapack GRID storage (4.5Mw) each , and can use existing SOLAR @ Factories.
Megapack can also leverage SUPER off peak Charging & Virtual Machine mode, and AUTOBIDDER Software.
Amazing
its IMPORTANT to note , that the TESLA semi Bobtail is Capable of traveling +850 miles with no Trailer.
Interesting as battery cost is still decreasing and power density increasing is their a case for putting all or some of the battery in the trailer as well as solar on the large roof area in this way charge time of the tractor unit is decreased and range increased. Yes I know the solar adds little but if the maths $$$ works out and the route/load schedules suite then it works.
the math doesn't work out.
@@lylestavast7652 OK which was what is told 10 years ago when I got my Tesla and coupled it to my solar roof when parked here in cloudy UK but hey guess what 20 miles a day for free. Now I dont tend to do that in a day so it builds up and what Im in the car I plug in my Zero bike and that gains 60 miles a day..free. On a road trip I use the Tesla superchargers if needed and in my case thats free too as an early adopter but even if I wasnt it would still be way cheaper that a gas car and still people tell me it doesnt work out....but Im doing it. So to my mind Pepsi run the Tesla go look at your fleet costs and factor in free solar 5kw per trailer x 8 hour day 40kW and stick an 80kw battery of the trailer so 2 days of static trailer loading + 40kW on route thats 120kW extra for free.....maybe you have to wait for further solar panels and battery cost reductions but someone is gonna do it at some point.
Wow great pick up . Dan for CEO.
Just no smdh he can instead replace drew!
You need mass production. You also need faster charging
700+ watt , seems to work f/ PEPSICO & FRITOLAY.
Could we get some input on if the semis will have autonomous (FSD) capabilities in the future (hopefully near future).
Of coarse thwy are. We already have fleets of remote control long haul trucks on the road.
Yes they will haul freight without people. Yes looking forward to super low shipping rates.
I really wanted to watch all of this, but I can't stand the audio
Turn down the sound and use closed captioning.
not just the audio but the video! its super boring! like what does the truck really does!? why is there only one type or configuration?! mercedes alone has tousands of truck, van, semi configurations for all kinds of applications around the world.
@@alanmay7929 I think the content is ok. It discusses the current state. It's clear that the basics have to be right before derivatives come along.
@@PCRoss2469 lol!!!!! in the past ICE didnt do any basics! they made all kinds og vehicles for all kinds of aplications doesnt matter ships, trucks, tractors or whatever!
@@PCRoss2469 a mercedes or a Volvo semis comes in hundreds of different configurations too! from very light use to heavy duty hauling to offroad hauling and much more, even are bases for crane vehicles, military, ,utility and much more.
The biggest challenge will be when BYD exports 18 wheelers to Mexico with preferential loan rates. They will dominate trucking in the US. Low labor rate drivers from Mexico are legally entitled to pick up and drop off loads in the US with their own Semis from Mexico as part of the trade agreement.
This is not the same quality of Podcast that is usually delivered by the OOS team. It is simply a recording of a keynote speech with non of even the Q&A mentioned several times, unless they are talking about the conference. I'd love to know where all of the suggestions go that we post regularly. OOS always asks for comments, but what actually happens to them. Instead we get a rebroadcast. Anyway, generally OOS Podcast is a don't miss. This is a Tesla sales piece.
Good to hear that Tesla is still very committed to supercharging and a public charging network. However when you get of 90% of the workforce it will be interesting to see how they do this.
Many of the Earlier Challenges were in Cabinet and Stall Integration, which have now been design around with the "4-Pack of Stalls" ready to drop in and connect. That does streamline a chunk of the work, but not all. So - yes, The good old "Supercharge Dot Net" Source will be interesting to compare with past years, going forward!
Maybe in the US but other countries don’t seem to have that level of efficiency as of yet. Also other countries still don’t have complete coverage as well.
You do not really need 100% of the development team once you have the product. He did not fire the manufacturing or installation teams. Tesla only needs a few people to improve the design so what he did actually makes sense financially. The people that got fired will have no problem finding work with a reference of being part of Tesla.
TESLABOT.
Not efficient use of a rig. Companies using this rig will certainly go out of business quickly
Pepsico & Fritolay are THRIVING .
Costo & Walmart just bought TESLA semi.
TESLA semi ROI is less than 12 mos .
Why? From saving too much money? 😂
What are your incontrovertible facts to substantiate your statement?
@billsElitetrucking349… could you expand on your comment? Facts, personal experiences, data, etc…?
After listening to the whole thing, it sounds like the bottleneck for production will be charging infrastructure. No point making trucks you can't charge. Hopefully the industry gets better at adding capacity quickly, as there are so many developments that will need so much more electricity than is currently being generated and transmitted.
Transmission - is one part harder than Generation today, with Solar and Wind and Batteries going in at much faster paces than Hydro, Fueled, (Diesel, Coal) or Nuclear Power Stations ever were commissioned. But - part of that is disparate data sources: Local Power Distribution Companies don't have a Clue Who is going to buy an EV next Month, for example, let alone Next Year, or Tomorrow!
That "Data Gap" is part of the issue, same with Hotels and Motels not yet adding Level 2 Charging, and Airport Long Stay Parking not adding Level 1 Charging.
You can charge as you're unloading but you're right
@@Aku6Soku1Zan I'm not talking about where the chargers are, I'm simply talking about energy generation, transmission, and substations to supply the electricity. Whether that's at a warehouse or destination or fast charger or overnight or from megapacks or whatever doesn't really matter too much in terms of what my comment was about.
@@truhartwood3170 they have a lot of solar dirrect DC charging. Production isn't a problem. We add capacity as it's needed on the electric grid. We build a million houses and no one say we can't power building another million.
@@sparksmcgee6641 I said charging infrastructure, not generation. It's taking a year or more to connect new solar farms to the grid, which is turning off a lot of investors, and a year or more to get approval and connections for new charging stations. All this takes a lot of new substations, higher capacity transmission lines, etc. And apparently transformers (for converting voltage up or down) will be another huge bottle neck soon. AI will take massive amounts of energy, trucking, farming, mining, forestry construction equipment are all switching to electric, as is shipping (where I live were getting a bunch of huge, new electric ferries capable of carrying hundreds of cars. I know current ferries burn through about $10,000 worth of diesel per day, so I can't imagine how much electricity it will take to charge them!). So yeah, while the grid is growing quickly, electricity demand is, and is going to go through the roof massively fast.
General update on efficiency: all good/better
Factory update: 2026 Nevada 50k units p/year
Looking for partners
18:12 Q&A
Electric Semi ,... what a Joke. These things can never do the Job of a Diesel. We need to get products delivered Fast, Efficiently, and on Time. Can't be done sitting at a charging station
PEPSICO, FRITOLAY , Costo , Walmart ALL TESLA semi customers.
so far PEPSICO & FRITOLAY have saved $$$ BILLIONS.
Lol it does 1000 miles per day
@@gbmoney8746 - Tesla semi did 1200+ miles in 24H.
lol
Did you even watch 10 minutes into the video?
TESLA @ GigaNevada already has Megachargers & Megapack in support of Operations.
SAC Pepsico already has Megachargers & Megapack, Pepsico uses SOLAR @ SAC.
Modesto Fritolay already has Megachargers & Megapack , Fritolay already has SOLAR.
Tesla FREMONT and LATHROP already have SOLAR , Megapack batteries & Megachargers.
Elon sounds the same but looks a little different?
This guy is really positive about this, hope he and his team doesn’t get fired during the next Elon mood swing 🙄
Yeah bro because Elon created the most successful eletric vehicle company out of literally nowhere just stumbling around, making wrong decisions but being lucky, it's all mood swings there's absolutely no rational thought behinds it...
You don’t get fired if you perform and follow directives (and your boss does the same).
I think they are at risk by Elon because the supercharging team was equivalently behind. The 800v charging for the cybertruck still has not been released, so the cybertruck was actually less behind than the supercharging team. That had a public announcement probably 5 years ago at this point and true 800v v4 chargers do not exist yet.
As if you know why ppl get fired, YOU DON'T. WE don't know, reports of charging sites with 200 chargers where a dozen would be too many. But you lap up the propaganda like a Tool, nothing new. Remember when Wall St. was panning Tesla/Elon for investing in charging at all?
It's *always something* to get clicks, to punish Tesla for failing to pay protection to Establishment Media Mafia, aka., advertising.
@@ErikMeike they should be at V5 500kw at this point in supercharging.
Elon talked laughing about 350kw back in 2016!
The sound is very bad!!!!! I couldn't understand?
auto generated close captions are perfect, if you turn your sound system down it helps with the echo of the venue
Try harder, I understood almost every word.
Rivian had two layoff rounds since January. Same with the other car manufacturers. Were those mood swings too?
@@greenvelvetant3638 - Yes! Angry at "The FED" for screwing their Buyers! 😞
lol this happened last minute and the venue didn’t provide an audio feed. You don’t have to listen to it
Nice information but very hard to follow due to the lack of SOUND DESIGN in 2024.How is possible to post such unfinished footage dear lord these days, or all the professionals have die...?!
All who are excited by this should become truck drivers.
A great Song and Dance guy.
Yes, overview and whatview, but which of the fleets are now testing?
Who is using these trucks as demo ?
Pepsico, Fritolay , Walmart , Costco and OTHERS.
TESLA also uses them INTERALLY @ SpaceX and TESLA production.
TESLA semi even Delivered model 3 from FREMONT.
TESLA is partnered w/ Martin Brower, in addition to Costo & Walmart ALL who bought TESLA semi.
this adds to Already PepsiCo & FritoLay in Revenue operation.
Jump to 4:11 for the real video and then set it to 2x speed
So how much further could the semi go if it had the Argonne National Lab lithium-air battery with more than 3 X the energy density at 1,000+ Wh/kg?
1,200-1,500+real world loaded miles at hwy speeds per charge! The event data shared from Pepsi during run on less last Sep?
Showed they had several semis doing 1,000+miles in 24hrs using slip seating as is!
It can do up to 480 miles loaded to 73,000# as 1 driver shared per charge at 60+mph average speeds. And he said it can get 300+miles back in 30mins or so on the megachargers. 👍🏻
@@4literv6 So how much further would it go on its charge if the battery were 1/2 the weight?
@@tomlakosh1833Given the weight gap between standard range and the long range is merely 3000lbs, you probably can assume that's the batteries. Cutting 3000lbs off from a fully loaded truck isn't going to make a huge dent.
@@chengcao418 Yeah it would, because that's probably two tons of cargo foregone on every trip, a big revenue loss over the lifetime of the truck not to mention the extra pollution from the wasted energy.
@@tomlakosh1833 These trucks can weigh 40 tons and you won't cut 2 tons off. Pack level density is going to be less always and the difference between standard range and long range already looks like almost halving the pack, that only cuts 1 ton.
😮
The sound is terrible ! Echo.
I see people saying things like Tesla should drop the Semi and should never have built the CT. Concentrate SX3Y. It seems you have not gotten the news that China will undercut the price of any competitor without regard to how much it cost to make the car. Xiaomi priced the SU7 to sell at $4K under the price of a model 3. Xiaomi which the US just declared is not a SOE, state owned enterprise, was gifted with a Leapord factory by SASAC. Now you know. Tesla needs to be diversified to survive if not thrive.
So then let the cheaper Teslas being build from a china partner!It makes no sense to build more factorys if we already have way to much overcapacity!
Same like Tesla. Tesla has gotten and still gets billions every single year of direct and indirect subsidies, for example the 7.5k tax credit for US EVs customers, subsidy for factories etc., tax except and tax refunds for their own accounts, cash from the CO2-certificate trade. They also profit from the trade barriers like import tax, restrictions and regulations. I mean, if we just want to stay with the Tesla truck topic, the handful of Tesla Semi trucks Pepsi received so far after years and years of waiting were paid by the public. Without all that in place Tesla would be a nobody. And in some way, they still are quite small.
TESLA is Transitioning , from car Company to AI, Robotics , Commerical products, MORE.
I know the audio wasn't ideal but this guy's delivery style is awful. Between staccato words and racing sentences, he's hard to follow and that turns me right off. It's like he wants to sound smart but then races over the details. My head is aching after just 9 minutes.
Can you give us crappier video and audio? Is it possible? Thank you so much.
This all sounds great as long as Elon doesn't suddenly fire the whole team.
The requirement for each depot having several million dollars a year for Megacharger stations makes Tesla Semis a dud. Not Tesla, not Pepsi wanted to take the risk, but they offloaded it to a 3rd party startup.
So you saying every year those mega chargers need to be replaced ?
The way I understood it is that the cost is for on site installation and deployment, at which point the power for said charger is provided by whoever installed it and would be part of operating costs for the location they are installed at (so whatever the location pays the electric utility for power).
Depot & factory can use Already existing SOLAR , to integrate w/ Megachargers.
TESLA Megachargers can use SUPER off peak GRID energy , AUTOBIDDER software & Virtual Machine mode.
100k a year per truck in lower fuel costs per truck. Pays for those chargers easily
It isn’t happening is it?
Time to be serious. If you are transferring corn chips, short distances, they are brilliant.
Another I know better than Elon syndrome example .. have you heard the presentation .. full load 500 miles no problem
@@sudeeptaghosh I have heard enough of Elon’s BS. If it was a feasible energy option it would be happening. It isn’t.
@@davidhancock91 as a tesla investor I want Elon to make more cars with the batteries than SEMI because that’s 10 times more profit making than SEMI .. a 800 MWH battery will make 10 model Y and make 5 times the profit at the time of sell and 100 times profit in future with FSD and other subscriptions.. please use your head
@@sudeeptaghosh to support the mission semis are absolutely hands down a better use of those cells! 😎
So is the ct! Example an average us pickup truck owner gets 17mpg(per fuelie data)drives 14,000-16,000+miles a year.
So just 1 ct sold saves the enviorment 800+gallons of gas or diesel from being burned up at 7# a gallon in just fuel weight alone.
Now the semi is est at 550kwhs pack capacity for the base 300miler(1.7kwh per mile loaded in proven consumption)
and around 850-900kwhs for the 500 mile version.
Class 8 semi tractors get 6.5mpg average fleet fuel economy(Google any large trucking source for confirmation. And are driven over 63,000 miles a year average. So just 1 lr tesla semi sold saves 8,000-10,000+gallons of diesel a year from being burned at 7# a gallon in fuel weight.
Vs something like a model 3 or Y is sold to people who drive 8-10,000 miles a year and would've replaced vehicles getting about 25mpg.
So 10 lr 3 or Ys vs 1 lr semi sold at average mpg consumption and average miles driven, means the semi sold saves more than double the total fuel weight from being consumed each and every year it operates! It also increased demand for renewable or clean energy. Saves $ per mile driven lowering freight costs. Plus commercial diesels are very sadly the least regulated segment of transportation methods.
So the cleanest air results from each semi sold which aligns with the mission.
And 1 ct is not even 2 average y or 3 lr pack's in cell capacity. So 2 average y or 3 sales is an almost even swap overall for consumption of fuel replacement&ct is selling for over 90k asp. So it means similar total income for tsla.
But each ct sold here in America does a LOT more to get people considering evs vs 3 or Y sales. As the full size truck&SUV market is the largest most profitable segment of ALL vehicle sales here making up 40-60% of sales depending on the year examined. 👍🏻😎
@sudeeptaghosh If you were using your head you would sell.
The Tesla Semi has been out for a long time now. They are all over the place. Great Leader Elon told us it would be out a long time ago, and he never lies. So I don't know what this video is talking about.
I thought this thing was supposed to be out YEARS AGO. Why the HUGE delay? Embarrassing.
TESLA is building DEDICATED Semi factory, now.
TESLA model 3 ramp in 2017.
There was this thing called COVID and a little storm in Puerto Rico
@@markplott4820 He said they were building them in 2017. My wife & I worked on the SEMI for a combined 4 yrs. It's just funny that he lied to investors when he unveiled it back then. Then he built 1/2 a Factory to not build them in.
@@sparksmcgee6641 My wife & I worked on the Semi "project" for a combined 4 years (amongst many others) & I can 100% tell you that neither one of those events had any affect on the Semi "project" whatsoever. I could tell what has truly stalled the completion of Gigafactory 1, the Semi & Roadster production, FSD & The $25k car for 7 f'n years... but, we don't wanna get sued before our NDA's expire or get ya know, Boeing-ed.
$500/Kw for Charging installation seems a bit too much!!!! So a Megawatt charger will cost $500,000??
No. That is how much Tesla is spending on the network this year.
@@jkj420 Do you know how many zeros are in $500K and $500 Million?
Also, check 15:30 ....
Some perspectives, two "H100 servers" costs about that much and Tesla is deploying more than 1000 servers for their AI training this year.
Also I doubt the average EA station is below $500k
@@chengcao418 That's a useless perspective. I am like saying 'why did Olive oil price shoot up'....and you're like 'let me tell you the price of sex toys'. FACE PALM.
The reason I am appalled is that regular Supercharger (250 kw) costs $20K-$25K. How does 1000 kw charger (4 times power) cost 20 TIMES the regular Supercharger?
@@omnicurious2949 a single super charger itself does not make a site. A gas station costs 250k to 2m
Musk Says Tesla Will Be the 2nd-Largest Semi Brand in America by 2024
The Tesla CEO claimed the company will make 50,000 Semis a year by 2024 - more trucks than Kenworth, Peterbilt, and Volvo Trucks sell in the U.S. each year.
They've been hollering about them raggedy mfkn' trucks for the past 10 years and they got about what maybe 6 of em on the road and 5 of them broke down 😂 And Pepsi only got em cause the government paid for em and they don't even want em lol
There's more than 50 around, about to be hundred
Pepsico & Fritolay are very Satisfied & saved $$$ Billions.
'Walmart & Costo both buying TESLA semi.
Wow you're a liar. Pathetic life you must live.
Imagine if Elmo didn’t design the dumb CT, and made a traditional (for Tesla) pickup truck, and also put more energy and people on the semi. They’d be selling thousand and thousands, building without challenges, at a profit.
Who is Elmo?
right, I really hate the cyber design
You know they have 2 million pre-orders for the cybertruck right lol
@@thomas8421 they'll brun through those quick, it was suppose to be a 40K truck
Staying with The "Easy" is not their "Forte`"
not what I have expected from Tesla, while here are others already on the road and Tesla is far behind.
They are no longer the leader in every segment.
Typical Tesla, to scabby to fork out for a decent mic and sound equipment. Happens way to often. 😢
Yeah they ran the conference
@@VitruvianMan18 Everything is Tesla's fault. You know that!
Actually, the mic operated just fine, it was the echo in the venue that caused all the audio problems.
So mass production has been delayed AGAIN now all the way to "2026". This is really disappointing, legacy truck makers are ramping EV trucks right now and Tesla is still stuck stumbling over the starting gate. They were first when the truck originally premiered, and now they're dead last.
No legacy have guts to do it .. I hope they did .. eventually Tesla will have to do it anyway .. 😢
@@sudeeptaghosh Not sure where you live, but in Europe marques like Volvo and Mercedes and so on are breaking production/sales records every quarter for their heavy EV trucks and buses and the like.
@@lennyvalentin6485 I live in the world where these giants mocked tesla for EV and now when Tesla is not only paved the path but also given the parents charging network still they slacking ZZZZZ 😁I live in the world where I can see the lack of commitment and so so inefficient trucks (for that matter any vehicle from legacy) what’s their efficiency again (tesla 1.7 kilowatt per mile benchmark) I live in the world where for last 2 decades not a single EV operation is profitable other than tesla .. I live in a bad world 😭
Volvo's Commercial electrification is like 10x of what they're doing in the Automotive/Light Duty sector. clearly HD is what they focused on first going by their huge turnout here in Vegas for ACT Expo.
other BEV semi , are LOW quality , LOW reliability.
TESLA is building DEDICATED semi factory, NOW .
also Ramping 4680.
I can't figure out how a 70,000lb semi is averaging 1.5-1.7kw/mi when the cybertruck doesn't do much better than that without towing.
A large part is aerodynamics. Cybertruck design does not allow for higher coefficient of drag
All you have to do is look at the shape of both vehicles. Efficiency from aerodynamics plays a massive role in how much range you can get on a EV.
the TESLA semi uses 3 PLAID motors w/ special MECHANICAL decoupler , that shuts down the 2 REAR motors , and ONLY needs the FWD single motor for Highway speeds.
the Cybertruck TRI motor is similar , but using 3 model 3 Motors (1x PM front, 2x ID rear) cybertruck is able to shut off the REAR induction motors , only needs FWD PM motor for highway speeds.
however , its NOT released its Software UPDATE to Consumers.
1.5kWh/mi is 0.67mi/kWh and the cybertruck does much better than that, around 2mi/kWh.
TESLA model Y #1 BEST selling CAR in 2023.
Tesla makes BEST & lowest price Vehicle Chargers .
Tesla Megapack , already PROFITABLE.
next Teslabot, AI, Robotaxi, Semi .
Go Tesla go
Thank you sooo much for providing this presentation!
Agreed. The audio is a bit rough, but the content is top notch. Thanks for posting this. Very interesting.
- see RUN on LESS Semi event , TESLA.
I’d think the logical thing would be to have rapid charging at the loading dock, so you could charge while unloading&loading
Typically the truck doesn’t need to be connected to the trailer while the trailer is being loaded
That Is the Semi Version of "Home Charging" basically. At Present, it might not be "Exactly" Located there, and there are mixed Vehicle Use Cases to manage. Truck Stop Semi Megachargers, is the "Over The Road" Support needed along the way also! AND - Not Heard Here, was the plan for a Tesla Semi Megacharger "Route" From The Bay Area to Boca Chica, within a couple years, or less, As I understand.
it wont always work unfortunately, they need a bigger network of charging stations between destinations or on their routes.
@@keco185 I’m sure it all depends on how how fast you can load or unload the trailer, and who owns that box. I’ve seen more than a few trucks attacked to trailers waiting at loading docks. But also seen the reverse.
@@robertweekley5926 agreed you will need highway charging for the long haul folks, but a lot of trucking isn’t long haul. It’s going to take a mix.. and here’s no one size fits all charging solution
Fantastic scoop on the Semi right from the horses mouth. Many thanks for putting this out. I follow all of the Tesla RUclips content providers and none of them got this up before you did!
Dan Priestley was an ALL American Sprint Freestyler swimmer at Stanford.
Dan Priestley knows his shit!
Cheers for this Francie
This is great. Some questions have been answered.
Most interesting was learning the 300 mile range day cab is just over 20,000# and the lr is just over 23,000#
The diesel fume mouth breathing haters for years have assured me it couldn't possibly weigh less than 28-30,000#! 👍🏻😀
You know what's absolutely fkn sad but kinda hilarous to? My empty 2019 f-150 xl work truck cruising gets right at 20mpg average.
Gas is 33.7kwhs per gallon in total energy capacity and so my empty little truck gets the same efficiency per mile as a tesla semi loaded to 73,000# does while doing hwy speeds. Per the data shared last Sep from the Pepsi run on less event. #endoftheiceage indeed. 😎
see RUN on LESS semi event , TESLA.
ALL the DATA is there.
TESLA semi did Validation & Testing @ Fairbanks , AK in WINTER , and Death Valley , CA in Summer.
2017! And they still haven't sold one retail........ They're so far behind the other manufacturers when it comes to selling
Hey Tesla, I drive a feed (owner operator)truck with a requisite WET kit, are you making provisions to have this hydraulic provision ? If so I’m in.
Where are Tesla Semi up a certain creek without any paddles.
Thank you so much for doing this. You guys Out of Spec are the only source for this extremely valuable information. I can’t wait to see a semi on the read here in Pittsburgh Pa. But it will be a while before that happens.
Thanks for the post
Barnwell Goodyear for wheels & Tires
Where the sleeper class truck are
actually Gerome Julien former of CASCADIA was Designer & Senior VP of TESLA semi , until Recently as 2012.
only then did Dan Priestly took over as VP after Gerome left TESLA in 2013.
Maybe do another episode that repeats the point the Tesla person was making. It was hard to hear him. I subscribed so I should get a follow-up show. Is end-point charging a problem for Tesla?
For servicing, of course, Optimii will be wonderful as service staff, as they are directly connected to the Tesla IT network and every one will be able to do the task as well as required, and fold laundry when the truck workload is low! Every Semi delivered with its own Optimus built in, maybe?! Would be nice so the driver doesn't have to get out in the rain to open a gate or plug in the charger - Opti will do it!
No mention of autonomy stood out. It feels like this program has been on the back burner waiting for batteries that are good enough to withstand the brutal cycling of heavy transport. I hope Tesla has the goods.
which autonomy?! lol!!!!
I've never heard an official at Tesla mention autonomous driving and semi at all.
How cool, can’t wait to see more of these!
They must build Semi gigafactory in China ❤
CHYNA is a different MARKET w/ separate Challenges.
Thanks for posting this
Thank You Everybody for All that you are doing for our Planet Earth..
.. Peace.. Shalom.. Salam.. Namaste
🙏🏻 😊 ✌ ☮ ❤ 🕊
ICE and oil are actually the things doing something for the planet. EVs have never participated to anything at all. they just rely on the infrastructures ICE builds.
The Tesla Semi is the vehicle that has the biggest positive impact on the enviorment. It's very important.
nope its not! considering a simple 650hp diesel truck does the job of up to 4 of those electric semis is the real deal.
@@alanmay7929 Where so you get that calculation? My biggest support for EV trucks is getting rid of the noise and smell. I am unfortunate to live next to a highway on a downhill. I hate it when big trucks struggle up hill or come down with exhaust brakes droning. In the future that will disappear and I can't wait.
@@JJSmith1100 nonsense!!! youre complaining about those very decades old diesel trucks lol!! the modern ones are significantly quiter, literaly no fumes or smell, also diesel trucks are signigicantly way more capable than any electric ones! youve been comparing tesla 100hp ev semi to 500hp diesel trucks what a joke! in europe trucks have automatic gearbox, a retarder, engine braking and finally the brakes and they are much more effective than americn trucks. diesel trucks with only 600hp in Europe hauls about 4x the load of the 1000hp tesla semi thats mind blowing to just imagine.
@@JJSmith1100 not only does less powerful diesel hauls more than electric ones but also they can travel on unpaved roads to very remote locations without any existing infrastructure and they can haul much bigger less aerodynamic loads like giant mining trucks or special equipments...
@@JJSmith1100 not only diesel trucks makes logistics much better but they also makes the job if 3 to 4 different trucks just need one driver.
I think semi is behind, is because Tesla doesn’t have batteries cells to put in
The missing batteries are just one part of it, they also need to get more real world experience and make some improvements based on that. My guess is that the next version of the Semi in 2026 will come with quite a few improvements compared to the current version.
correct, and technically they have the cells but economic prudence dictates that the LAST PLACE they put them is in a Semi. and honestly I don't blame them, as the Semi economics are likely FAR WORSE than Model 2 economics.
#RESOURCEHOG
FALSE , Tesla only has PILOT factory set up in Wherehouse .
DEDICATED Semi factory & 4680 cell factory UNDER construction in NEVADA.
NOPE, because Model 3 RAMP in 2017.
Please, pronounce Nevada correctly!
Your pronunciation of "Ne-VAW-duh" is 🙅♂️ incorrect. 🙅♂️
Please use "Neh-VADD-uh" or "Neh-VA-duh"
This is the proper pronunciation of the state name. How locals pronounce it. Thank you.
Man that was truly hilarious!! I thought for a minute that it might actually be a real update.
Pepsi ordered 100, many years ago and only has had 36 delivered. They have made about 100 that Tesla has used for test and development. In theory the sound somewhat economical to operate if electricity is cheap but it's not so great if power is high.
A megawatt charge to drive 500 miles under ideal conditions can cost between $100-$200 depending on where you are buying power. If you have a large fleet, you might want to consider building a nuclear power plant!.
They are still trying to find buyers. And I didn't hear any expected power use for a fully loaded semi. But the sound was horrible and seems to have had a German accent. Maybe they actually did say, but I didn't hear it.
Conceptually, these might be viable for pretty specific use where the company has charging on both ends of the trip. I'd be glad to see less diesel semis on the roads but these only make sense for a limited niche group of customers. These might fit better in Europe than in the US but in Germany power is ~$400/megawatt. They shut down all their nukes and use mostly coal now, So from an environmental standpoint, it's not really a positive thing.
If there were a real achievable cost benefit they might find more buyers and if there was a lot more renewable energy sources, they might make sense from an environmental standpoint. You might argue that it's a technology before its time. Maybe with big government incentives, it might make sense, but I don't see that happening in the US with MAGAs getting on board! We need to improve our grid and get more renewables as sources. In Europe, a lot of countries are struggling with supplyong EV car charging power and that is way less demand than these semis will be.
I think there are few places these become really viable without major upgrades and expansion of the electrical grid.
The audio is terrible.
Why are trucking companies are not happy with the trucks they have in there fleets so far. This is like paid advertising. Never mind they lose there value quicker than the EV Cars.
Which ones? I know Tesla semi's is not included since they are not for sale used.
TESLA semi has ROI less than 12 months , let that sink in.
TESLA semi will operate LONGER Distance for LONGER duty cycle than ANYTHING else.
in California , you cant Operate semi made Before 2010.
DMV wont even REGISTER .
CHP will impound & ticket.
Fleet managers have been fighting for electric for years. Every company already has them on the road. So why don't you call Volvo, Kenworth and Peterbuilt to tell thwm they don't know what they're doing putting EV trucks on the road.
Nev - ADD - a, not Ne VAH da ;-)
Lost Vega's? Old Cars Just Found? :- )
Tesla Semi 😍