Elon Reveals Tesla’s NEW Semi Trucks Disrupting The Industry

SPEAKER_1 (0:00)

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Patrick Bet-David (0:30)

Elon Musk posts a video saying, hey, look at the latest semi truck. Nine years ago, he said this was coming. It's finally here. You should see what it looks like. The guy standing right in front of it, talking about it. Here's him. Go for it.

Elon Musk (0:41)

Welcome to the Tesla Semi event. We're super excited to start production with the Tesla Semi truck. And this is really going to be a revolutionary truck that is capable of carrying the heaviest loads over very long distances with ease of recharge, mega charger that's capable of megawatt of power.

This is really going to be a phenomenal truck. And it's going to be really also a driver's truck. Drivers are going to love driving this truck because it just has so much acceleration.

It's almost like a sports car in truck form. So it's going to be the funnest truck to drive. In the very near future, we'll be adding in the self-driving features. So these will be incredibly important for safety. So if somebody is on a long truck journey, they can engage the Tesla self-driving and greatly improve safety and comfort of driving. So that the driver arrives at the destination and still feels refreshed. Otherwise, driving for many hours straight can be quite exhausting. So this is really going to be a game changer truck. And also it's going to make a ton of sense economically because the cost of electricity per mile is much less than the cost of diesel, especially in these crazy times. So I think this is really going to be something that works on every level. Yeah, I'd recommend placing more orders if you haven't already. The waiting list is already pretty significant. And this is really going to be a breakthrough product for heavy shipping. Thank you. And thanks for coming. So check this out.

Patrick Bet-David (2:09)

The Tesla truck can go up to 500 miles loaded, okay? Consume about 1.7 kilowatt per mile and recover roughly 60% of its range in 30 minutes of the charge that they have. So large fleet operators are the ones that are mainly excited about this. You got Walmart, DHL, you got PepsiCo, you know, some of these guys, a shipper coalition recently, selected Tesla as the primary supplier for an order of, you ready? They ordered 2,500 electric Class 8 trucks, 2,500. They ordered one. DHL's reaction is especially meaningful because they actually tested it. So they're the ones that are, you know, super excited about a fleet CFOs. When diesel is expensive, they're sitting there saying, are you kidding me? I'm paying, you know, Axios reported Tesla's comparison showing diesel fuel costing roughly 80 cents a mile recently versus a 20 to 30 cents mile for electricity. So those guys, the CFOs are excited. Drivers who have actually driven it, they sit there and say, you mean to tell me I can take a nap and relax and watch a movie and this guy's self driving? Yes. Now who's worried is the question. Tom, I'm going to come to you with this one. Truck stop operators, that's scary.

Truck stop operators and charging infrastructure companies. Think about where you're going to go. That's a business right there, right?

So they're worried about what's going to happen with them. Small trucking companies, the big guys can build depot charging. Pepsi can say, we'll install charges at our distribution center. Small trucking companies cannot do that. They don't have those types of resources. And long-call operators, 500 miles sounds enormous until you compare it with diesel. A diesel class A truck can often travel well beyond a thousand mile between fills. So 500 miles is not as long as you think it is compared to others. Now, of course, the resting, like instead of resting and I'm able to take a nap, you can make up some of the time there.

So those are some of the things. It's exciting. I love the fact that he's saying he's gonna do this and he delivered on it. Of course, everything big you're trying to do in your life is gonna be 10 times harder than you think and it takes 10 times longer than you think it was gonna take. Tom, your thoughts on this?