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> What really disturbs me about recent Tesla communication is that the Semi is just not being mentioned.

There's a pretty compelling argument out there that an electric semi is currently not economically viable because the weight of the battery cuts into the weight the semi can haul without exceeding the gross vehicle weight limit on public roads. In this regard, it may be telling that Tesla's first customer was a company that sells potato chips - one of the lightest weight per volume products you can transport.



It may not completely offset the battery weight, but electric class 8 trucks have an additional 2000 pounds of GVWR allowed.

I would say the biggest headache for Tesla in the semi space is that they were not first to market and there are multiple competitors shipping trucks now. And while Tesla has decent battery production, CATL makes way more and is evolving the technology much faster. Everyone else will just use those batteries. Maybe Tesla will too, if they keep trying to make the Semi a viable product.


> It may not completely offset the battery weight, but electric class 8 trucks have an additional 2000 pounds of GVWR allowed.

I wonder if they did a calculation to determine if this course of action will actually save more carbon emissions than it will cause in the form of road destruction and the need for refinishing them from the increased weight.




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