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 invested billions of dollars over the years toward vehicle autonomy. The mission continues as Elon Musk and Tesla now prepare to unveil their ride-hailing product, Robotaxi this August. Or, as Musk called it on Tuesday, Tesla CyberCab.
Early Days
Five years ago, during Tesla’s Autonomy Investor Day in April 2019, Elon Musk said he felt “very confident predicting autonomous robotaxis for Tesla in the following year [2020]”. At the time, Musk added a bolder claim, predicting that Tesla wouldn’t even make cars with steering wheels or pedals by 2022. While timeliness may not be Musk’s strong suit, he has a track record for getting things done that others were unwilling to try or thought were impossible. Musk later admitted he can be overly optimistic and said “sometimes I am not on time, but I get it done.”
Now, 5 years later, we have the robotaxi unveiling scheduled for August 8th. After the release of FSD v12, it’s clear that we’re much closer to autonomy than we were in 2019, although FSD v12 is still a far cry from full autonomy.
While Tesla still has the robotaxi unveiling scheduled for August, Tesla announced yesterday that it’d be prioritizing a simpler “next-gen” model that could be released by early 2025.
Latest Updates
On the conference call, Musk added that Tesla now has over 300 million miles driven with FSD v12 since it was launched just last month. He added that it's becoming “very clear that the vision-based approach with end-to-end neural networks is the right solution for scalable autonomy”.
Tesla said it has been investing in the hardware and software ecosystems necessary to achieve vehicle autonomy and a ride-hailing service. The company is confident that it can establish a scalable and profitable autonomous driving business by employing a vision-only architecture.
think of it [Tesla] as combination of Airbnb and Uber meaning that there will be some number of cars that Tesla owns itself and operates
Tesla = Uber + AirBnb
Later on, Elon Musk unveiled that the new service will operate and result in a mix between Uber and Airbnb where the Tesla driver decides if and when he wants his Tesla to be used and by whom. Tesla stated:
“We believe the Tesla software experience is best-in-class across all our products, and plan to seamlessly layer ride-hailing into the Tesla App.”
Tesla’s CEO clarified that the owners will be able to add or remove their car from the fleet “whenever they want” adding that it will be up to them to decide if they want to only let the car be used “by friends and family or only by five-star users or by anyone at any time”. The flexible program will, just like Airbnb, allow the owners to take the car out of the market when they want.
The upcoming ride-hailing service will enable users to easily request a Tesla vehicle, control the car's temperature, monitor its real-time location, and adjust the audio system. The only question is when.
“We have updated our future vehicle line-up to accelerate the launch of new models ahead of our previously communicated start of production in the second half of 2025”. This was one of the key sentences that were part of Tesla’s deck shared on Tuesday directly before its financial results.
Since Reuters’ report a few weeks ago saying Tesla had “scrapped” the highly expected cheaper model— which Elon quickly denied on X —retail and institutional shareholders started asking for more details on Tesla’s product roadmap for 2024 and beyond.
In the earnings conference call, Elon Musk reiterated that Tesla expects to launch the next model in “early 2025, if not late this year”.
“We've updated our future vehicle lineup to accelerate the launch of new models ahead of previously mentioned start of production in the second half of 2025. So, we expect it to be more like the early 2025, if not late this year. “
Over concerns of temporary production halts to update the factories for these new models, Musk said that Tesla will produce new models with certain aspects from their next-generation platform and current models. This will reduce the number of changes needed on production lines and allow Tesla not only to ramp up production faster but also to get the vehicles to market quicker.
Model Y Redesign
Tesla appears to hit that their next-gen vehicle will be less “next-gen” than they were initially aiming for, but to get a new vehicle out the door by late 2024, the process would already have to be in motion. Tesla may likely be referring to the redesigned Model Y, which is expected to reuse many parts from the new Model 3. Earlier this year, Tesla said that the redesigned Model Y will not be released this year, so it makes sense that they’re looking to speed up that production.
Tesla CEO concluded by saying that these measures will allow Tesla to reach a capacity of over 3 million units. Tesla produced 1.84 million vehicles in 2023. However, this year they’re ramping up Cybertruck production and introduced the new Model 3 into new markets.
And we think this should allow us to get to over 3 million vehicles of capacity when realized to the full extent.
Tesla reported on Tuesday its earnings results followed by a conference call where it teased its upcoming Robotaxi and its next-generation platform saying its “purpose-built Robotaxi product will continue to pursue a revolutionary ‘unboxed’ manufacturing strategy”.
Earlier in the day, Tesla announced the new Performance variant of its sedan Model 3 with deliveries in the United States starting already next month. The new version starts at $45,490 (after applying the $7,500 Federal EV tax credit) and goes from 0 to 60mph in 2.9 seconds.
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