MORE TESLA SALES THAN WE THOUGHT / FORD: "THEY'RE AHEAD OF US" / NEW TESLA SEMI EXPECTATIONS

EV Channels Review

This video provides a comprehensive update on the Tesla Semi program, highlighting Pepsi's significant deployment of 86 Semis across three California depots. The review emphasizes the Semi's impressive efficiency, with real-world figures of 1.29 kWh/mile for lighter loads and 1.6 kWh/mile for heavier loads, suggesting Tesla's official figures may be conservative. Infrastructure development is identified as a key challenge, with setup times for megawatt charging potentially taking up to three years per site. The editorial also touches on Tesla's service strategy, which may involve training customer employees for in-house maintenance. A significant portion of the video discusses the financial implications of ZEV credits, with Ford expected to pay Tesla billions, indirectly funding Tesla's AI and data center ambitions. Concerns are raised about the increasing energy consumption of data centers and the potential irony of the auto industry being pushed to reduce emissions to fund these energy-intensive operations. Finally, the video critiques Tesla's Full Self-Driving (FSD) capabilities, citing instances of running red lights and misinterpreting traffic signals, while also noting the broader Wall Street focus shifting towards AI and autonomy over traditional car sales.