> What really disturbs me about recent Tesla communication is that the Semi is just not being mentioned. It's not being mentioned because it's a dumpster fire.

> What really disturbs me about recent Tesla communication is that the Semi is just not being mentioned. It's not being mentioned because it's a dumpster fire. It has delivery rates that today are 30% of their contractual obligations for 2017, seven years ago now. Pepsi, Sysco, UPS and Walmart have or are all given up and gone to competitors. Musk even implies that the outlook won't improve there. Blames battery availability, actually. EV trucks should have a shoe-in for lot tenders, it works well with the recharge cycle, would work with drop in batteries, etc., but Musk wants his on the Interstate, regardless of feasibility. He's also managed to convince the faithful that no-one else is doing or capable of doing commercial sized EVs, despite BYD having 60,000 electric buses operating, and others. Source: https://www.reuters.com/business/autos-transportation/tesla-semi-trucks-short-supply-pepsico-its-rivals-use-competing-ev-big-rigs-2024-04-19/ https://www.reuters.com/business/autos-transportation/tesla-...