Tesla Rolling Out Prototype Semi Truck Look and Test-Ride in October

Tesla’s announcement of an electric semi-truck is a big deal – not only does it have the potential to disrupt one of the nation’s largest industries, but it marks another leap forward in making Tesla’s grand vision a reality. That said, we caution that it will take years for the Tesla Semi to come to market.

❝ Based on Tesla’s history, the most logical go-to-market approach would be staggered: Within about 3 years, Tesla could target short haul trucking (think of UPS or Fedex trucks that return to a depot to be charged at night). Then in about 5 years, Tesla could target long haul trucking, and, in 6-10 years, offer a fleet of trucks as a service. We expect the Oct 26th event will be short on details (we don’t expect details on pricing or delivery date) and long on the opportunity. That opportunity is ripe for Tesla’s taking, considering legacy truck manufacturers’ past struggles with innovation.

Way cool!

3 thoughts on “Tesla Rolling Out Prototype Semi Truck Look and Test-Ride in October

  1. Truckstop Woman says:

    “What Tesla’s Big Rig Must Do to Seduce Truckers : Elon Musk’s battery-powered semi may be a beast on the road, but does it have what it takes to move a market?” https://www.bloomberg.com/news/articles/2017-11-15/what-tesla-s-semi-truck-must-do-to-seduce-truckers “In North America alone, the largest heavy duty freight trucks—Class 8 semis—account for about $30 billion in sales each year, or more than 250,000 new trucks, according to industry data tracked by Bloomberg.”
    Elon Musk‏ @elonmusk 1:30 PM – 12 Nov 2017: “Tesla Semi Truck unveil to be webcast live on Thursday at 8pm! This will blow your mind clear out of your skull and into an alternate dimension. Just need to find my portal gun …”
    (note possible reference to Rick C-137’s Portal Gun – see http://rickandmorty.wikia.com/wiki/Portal_gun_and_Portal_technology )

  2. Joe Fabrini says:

    “UPS Inc. is planning to convert its package delivery trucks from diesel to electric using new technology in New York City.” http://www.ttnews.com/articles/ups-convert-diesel-trucks-electric-nyc The company partnered with the New York State Energy Research and Development Authority for the Bronx-based project, which supports Gov. Andrew Cuomo’s plan to reduce greenhouse gas emissions 40% by 2030.
    UPS is one of the biggest fleet operators with 108,000 delivery vehicles around the world and it has several efforts to electrify this massive fleet. Their latest effort is the conversion of ‘up to 1,500 delivery trucks’ in New York to battery-electric propulsion. That’s an interesting approach and it diverges from the more traditional fleet update with new vehicles, which UPS is also doing with Daimler’s new electric trucks. https://electrek.co/2017/11/10/ups-converting-battery-electric-delivery-trucks-new-york/ See also “Daimler delivers first electric trucks to UPS” https://electrek.co/2017/09/15/daimler-delivers-first-electric-trucks-to-ups/

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