Tesla deliveries the first semi trucks to Pepsi Co
Tesla
The first Tesla Semis have been delivered, and so has the promise to adhere to the company’s mission: accelerate the advent of sustainable transportation. Yes, it took five years from the first peek at the Semi and three years longer than initially projected, but the Semi is set to change the trucking industry the same way the Model S, 3, X and Y changed the automotive industry.
While Tesla has been increasing the number of passenger vehicles it produces worldwide; these large trucks are not needed at the same level. The company states that 15 million passenger vehicles are sold in the U.S. every year, but only a couple hundred thousand big rigs. So why would Tesla put so much time and effort into something that doesn’t sell as many units?
Musk’s response, “it seems like a small percentage, but it (semi-trucks) is actually 20 percent of U.S. vehicle emissions. Because you’ve got a huge vehicle, and it’s being driven all the time.” Musk said, “Over a third of all the articulate emissions (are from semi-trucks). So, from a health standpoint, particularly in cities, this is a huge impact, like gigantic — that’s why we are doing it.”
The Semi is a Recruiting Tool for Truckers
Back in 2017, Elon Musk said he could drive a Tesla Semi. That was quite a statement, given that trucks this size usually come with anywhere from 10 to 18 gears. However, the CEO did just that five years later. He drove the newest member of the Tesla lineup to the event to deliver the Semi to Pepsi Co. Musk said, “It’s like driving a Tesla, literally.” That is because it’s built the same way with a single stalk to put the vehicle in drive, reverse, neutral or park. “It looks sick. I mean, you want to drive that! That thing looks like it came from the future… It’s fun. It looks awesome, there is a big shortage of drivers, so if you are a truck driver and want the most bad ass rig on the road - this is it.”
The Semi is known as the Beast
Senior Manager of Tesla’s Semi Engineering, Dan Priestley, explained why many people refer to the Semi as the beast. “(It has) three times the power than any diesel truck on the road right now. So you’ve got all the power you need to get the job done, but the other reason that it’s a beast is because it is efficient, you can go 500 miles on a single charge on one of these things. It’s the mix of those two - this is a game-changer. What’s awesome is both of those are enabled by our 1000-volt powertrain. This is the first vehicle we are doing with that.”
That max power combined with hyper-efficiency is due to a tri-motor power train system. One motor is for highway driving and will always be engaged, while the other two are for torque and acceleration. Those motors use the system straight out of the Model S Plaid powertrain. Priestly said, “These are clutched automatically. No driver input is needed. It is seamless.”
Musk commented on the Semi’s performance, “It looks crazy. It looks like an elephant moving like a cheetah.” He was also astonished at the size of the motor powering the Semi. It’s described as the size of a football, “I find it amazing that this enormous thing can be pulled by something that you can carry in your hands — it’s like, wow, that is power density.”
500-mile Range
The Semi has been tested in all conditions in the real world, in a lab and virtually. One of those real-world tests was proving the naysayers wrong by taking the Semi for a 500-mile drive, fully loaded, from Fremont to San Diego on just a single charge.
Elon Musk later revealed on Twitter that the Tesla Semi's current efficiency is about 1.7kWh/mile, but that there is a path for Tesla to make it even more efficient. It's not clear whether the additional efficiency could be achieved through software or if it would require hardware changes. The quoted 1.7kWh/mile efficiency is a pleasant surprise, as many were expecting the truck to have an efficiency of about 2kWh per mile.
V4 Superchargers
Speaking of charging, the new V4 Superchargers were also revealed. They produce 1 megawatt of energy and will be used for the Semi and the Cybertruck.
Tesla's Semi Delivery Event
Musk finished the event with this message: This is going to revolutionize the road, make the world a better place in a meaningful way.
Tesla has finally released their 2024 Impact Report, and it's filled with impressive new data on the company’s environmental and safety progress. However, the biggest news is the clear and concrete roadmap it provides for the next generation of Tesla products.
For the first time, the report provides specific timelines for Tesla to begin volume production of the purpose-built Cybercab and the ramp-up of the Semi factory. This year’s report shifts from documenting past achievements to defining Tesla’s next phase, with a focus on autonomy and industrial transport.
Upcoming Vehicles
The most significant new items in the report are timelines for Tesla’s anticipated future vehicles.
Next, Tesla is ramping up production of the Semi, following the completion of limited production runs used for testing. This development is closely tied to the ongoing construction of the new Semi Factory, which is nearing completion. Tesla expects this to be one of its largest markets going forward and one of the most impactful. Industrial trucks doing the last 200 miles of delivery account for 16.4% of US vehicle emissions, despite making up only 1.1% of vehicles on the road.
In terms of the Affordable Model, Tesla has mentioned that they intend to launch more affordable products in 2025 and address a key segment of the market. They did not elaborate on this further and seem to have missed the previously provided self-imposed deadline for the first half of 2025.
At this point, we’re unsure whether Tesla will actually launch a distinct and more affordable model or whether it will introduce cut-down versions of the Model Y, as rumored.
Safety
The report supports Tesla’s future plans with some impressive new data points that demonstrate the impact their technology is having.
First, Autopilot (and FSD) has achieved a safety record nearly 10 times higher than the US national average in terms of miles per incident. The data shows one accident for every 6.77 million miles driven with Autopilot (or FSD) engaged, compared to the national average of one accident per 0.70 million miles.
The report also highlighted the Cybertruck’s recent 5-Star overall safety rating from the NHTSA, marking it one of the safest vehicles on the market, especially for a truck. The best part is that Cybertruck holds the lowest overall probability of injury and the lowest rollover risk of any pickup truck ever tested by the agency. Skeptics have always complained about lacking crumple zones, but the results prove otherwise, with Tesla building crumple zones as part of the gigacast.
Sustainability
In terms of sustainability, Tesla’s growing fleet helped to increase the amount of reduced and avoided emissions by 60% year over year, to 32 million metric tons of CO2e. While that’s a small number when you compare it to a full country, it is still a significant impact, especially in cities where pollutants have already decreased due to the ownership of EVs.
Tesla also mentioned that 99% of their recalls reported in 2024 were resolved using OTA updates, saving owners a trip to the Service Center or a trip by the Tesla Mobile Rangers, all in the name of sustainability and reduced costs.
Impactful Report
Tesla’s 2024 Impact Report is actually one of the most forward-looking publications to date. It puts a clear roadmap of Tesla’s future goals, while also tying them into the sustainability and safety goals achieved last year.
We can’t wait till 2025’s report - because it’ll be even better with this year’s deployment of Robotaxi. You can read all 200+ pages of the impact report here.
Tesla has officially begun internal testing of its awaited virtual queueing system for Superchargers. The news was shared by Tesla’s Director of Charging, Max de Zegher on X.
The Tesla Charging team has begun pressure testing the new feature and is planning for public pilots as their next step. While most users won’t experience heavy congestion at Superchargers, for those who do, it could be a real pain point. Virtual queues are designed to make it easier to charge at congested Superchargers by having a digital queue, rather than relying on owners to remain in line with their vehicles.
Virtual Queues
When we originally delved into Tesla’s plans to introduce a virtual queue system, it seemed obvious that the virtual queue would replace the current “Wild West” first-come, first-served system of vehicles trying to get pulled into a stall. This process will likely have two key integrations.
First up is integration directly into the vehicle software for Tesla vehicles. This means that when you’re navigating to a Supercharger that’s busy and virtual queuing is enabled, you will be automatically placed into the virtual queue upon arrival.
Then, your position in line is displayed on-screen and provides an estimated wait time, allowing you to relax, eat, or take a bathroom break without worrying about your place in line. Finally, once a stall becomes available and it’s your turn, you will receive a notification on your vehicle’s screen, as well as on the Tesla app, directing you to the open stall that will presumably only allow your vehicle to charge. We imagine that there will be a grace period for owners to pull up with their car. If that doesn’t happen within a certain period, the next car will likely be offered the charger.
The second integration is in the Tesla app for non-Tesla drivers. As Tesla continues to install Magic Docks and open Superchargers to non-Tesla EVs, more and more traffic comes to the world’s most reliable fast charging network. That means that Tesla also needs to manage expectations and queue times for non-Tesla vehicles, likely through a similar process, but done over the Tesla app instead.
The Devil’s in the Details
A simple “first-in, first-out” queue sounds great, but Max noted that it is easy to exploit things with bad actors. What prevents a driver from joining a queue remotely to reserve a spot, ignoring a notification, or trying to hop into an unreserved spot?
Well, Tesla should be able to manage these fairly easily, but they still require technical effort to implement. That means GPS geofencing for those attempting to join a queue, a short countdown timer for those late to take their spot, and a lockout for those who try to skip the queue are all needed.
What’s Next?
As Tesla has just started internal testing of this feature, it likely means that public-facing user interfaces and flows aren’t quite ready yet, but the underlying functionality is. It also means that Tesla is working to refine the little details to make the process as smooth and as easily accessible as possible.
While no pilot locations have been announced yet, it seems likely that Tesla will launch the pilot at some of the most notoriously busy Supercharger sites to gather testing data in the near future, once internal testing is complete. That means holiday travel routes or major highways, likely in California first, before rolling out elsewhere.
Virtual Queuing is a fantastic tech-first solution for the Supercharger network that helps transform that experience into a more calm and orderly process. Additionally, establishing a fair system that allows both Tesla and non-Tesla EVs to access will likely improve the overall experience. Along with the pilot program for dynamic Supercharger pricing that incentivizes people to use less-congested Superchargers, these changes should improve the Supercharger experience.
While Max mentioned it was designed for “those rare cases with a wait”, that tends to be the experience in larger cities further North, especially in New York, Michigan, or within Canada, where the few smaller Supercharger sites in big cities tend to be heavily congested. These queues will make the experience smoother for everyone involved, so we’re looking forward to seeing this come to fruition.
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