TESLA SEMI BIG UPGRADE ANNOUNCED, ELON MUSK DISCUSSES HUGE SALE, MASS PRODUCTION, AND PRICE

EV Channels Review

The Tesla Semi program is finally moving towards broader commercialization, with plans to sell to external customers starting in 2026 after initial production for internal use and PepsiCo. While the program has faced significant delays since its 2017 unveiling, recent updates from the Q1 2024 earnings call indicate a push for high-volume, cost-effective production. Feedback from PepsiCo drivers highlights the Semi's comfort, ease of driving, and superior visibility compared to traditional trucks, with drivers reporting over 400 miles per day without fatigue. The truck is noted for its quiet, smooth operation and modern interior. Despite a high initial price point (potentially $300,000) and battery replacement costs, the Semi promises substantial savings over its lifespan, estimated at up to $200,000 in energy costs within three years compared to diesel trucks. The video emphasizes the Semi's potential to be a profitable venture for Tesla and a game-changer for the trucking industry, provided Tesla can execute its production and charging infrastructure plans effectively.