- vor 7 Minuten
Tesla startet mit dem Semi in die nächste Phase und übergibt in Nevada neue Serienfahrzeuge an Kunden. Gleichzeitig wächst der Auftragsbestand des Elektro-Lkw durch mehrere große Bestellungen deutlich.
🔔 tuningblog abonnieren: https://tublo.eu/abonnieren
➡️ Mehr dazu: https://www.tuningblog.eu/dies-u-das/2027-tesla-semi-795356/
✅ Source: Tesla
Nach Jahren mit Prototypen und kleinen Stückzahlen soll der Tesla Semi jetzt in höheren Volumen produziert werden. Das neue Werk in Nevada ist für eine Kapazität von bis zu 50.000 Fahrzeugen jährlich ausgelegt.
Zusätzlichen Druck bringen Großaufträge: Einride hat 500 Semi bestellt, während IMC Logistics 50 Fahrzeuge orderte. Dazu kommt eine Ausschreibung über insgesamt 2.500 batterieelektrische Class-8-Lkw, bei der Tesla als Hauptlieferant ausgewählt wurde. Spannend wird außerdem der Europa-Start, der ab 2027 vorgesehen ist. Preise und konkrete aktuelle Produktionszahlen nennt Tesla weiterhin nicht.
#TeslaSemi #ElektroLKW #Tesla
#tuningblog - das Automagazin
🔔 tuningblog abonnieren: https://tublo.eu/abonnieren
➡️ Mehr dazu: https://www.tuningblog.eu/dies-u-das/2027-tesla-semi-795356/
✅ Source: Tesla
Nach Jahren mit Prototypen und kleinen Stückzahlen soll der Tesla Semi jetzt in höheren Volumen produziert werden. Das neue Werk in Nevada ist für eine Kapazität von bis zu 50.000 Fahrzeugen jährlich ausgelegt.
Zusätzlichen Druck bringen Großaufträge: Einride hat 500 Semi bestellt, während IMC Logistics 50 Fahrzeuge orderte. Dazu kommt eine Ausschreibung über insgesamt 2.500 batterieelektrische Class-8-Lkw, bei der Tesla als Hauptlieferant ausgewählt wurde. Spannend wird außerdem der Europa-Start, der ab 2027 vorgesehen ist. Preise und konkrete aktuelle Produktionszahlen nennt Tesla weiterhin nicht.
#TeslaSemi #ElektroLKW #Tesla
#tuningblog - das Automagazin
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MotorTranskript
00:02Welcome everyone. Welcome to Semi Factory Nevada. Let's see, how about that? Kick things off, we've got a little charge
00:11session going live outside. 1.2 megawatts to help kick off the event. Welcome everybody, I'm Dan Priestley, I lead
00:18the Semi Effort here at Tesla.
00:19And I'm Lars, I lead most of engineering. Thank you so much for being here. It's awesome to celebrate this
00:26occasion of kicking open the factory. And we'd love to have Elon be able to do that too, but he's
00:30a little busy tonight.
00:32Yeah, I don't know if you guys saw on the news, he wanted to be here, but unfortunately he's with
00:35the president and some other folks. So, he gave us a little message for you all.
00:41Welcome to the Tesla Semi event. We're super excited to start production with the Tesla Semi truck. And this is
00:49really going to be a revolutionary truck that is capable of carrying the heaviest loads over very long distances with
00:56ease of recharge, mega charger that's capable of a megawatt of power.
01:02This is really going to be a phenomenal truck. And it's going to be really also a driver's truck. Drivers
01:06are going to love driving this truck because it just has so much acceleration. It's almost like a sports car
01:12in truck form.
01:13So, it's going to be the funnest truck to drive. In the very near future, we'll be adding in the
01:20self-driving features. So, these will be incredibly important for safety. So, if somebody's on a long truck journey, they
01:28can engage the Tesla self-driving.
01:30And greatly improve safety and comfort of driving. So, the driver arrives at the destination and still feels refreshed. Otherwise,
01:41driving for many hours straight can be quite exhausting.
01:43So, this is really going to be a game-changer truck. And also, it's going to make a ton of
01:47sense economically because the cost of electricity per mile is much less than the cost of diesel, especially in these
01:53crazy times.
01:54So, I think this is really going to be something that works on every level.
01:58Yeah, I'd recommend placing more orders if you haven't already. The waiting list is already pretty significant.
02:04And this is really going to be a breakthrough product for heavy shipping.
02:08Thank you. And thank you for coming.
02:10And congratulations to the Tesla Semi team, the Tesla Semi engineering team and production team.
02:16You guys have done incredible work to bring us to this point.
02:19So, well done. Thank you.
02:22Thanks, Ivan.
02:24Well, it certainly has been a journey to get here.
02:27Yeah, it's been a long time coming.
02:29Yeah, and the history is not just about the Semi.
02:31We'll talk plenty about it.
02:33But it's really about our presence and commitment to this campus here in Nevada.
02:37Because it was back in 2013 that we realized to meet our ambitious goals of Model 3 and to build
02:44everything that we wanted, we needed the largest battery factory in the world.
02:48And that's eventually what became Giga Nevada.
02:50Literally, we had to double the world's lithium-ion battery production.
02:53And we do that over here and we shipped millions of cars worth of cells.
02:56Yeah, and the thing that's really neat about this is that this is also the impetus for Semi.
03:02Because we picked this site and it immediately became clear, like, why are we shipping parts for electric cars on
03:10diesel trucks?
03:11This doesn't feel right.
03:12And we knew we had to do something about it.
03:14That's when JB emailed you.
03:15Right.
03:16And he said, we should build a Semi.
03:18Yep.
03:18And then you called me and you said, Lars, if I have to support like 3,000 kilograms of batteries
03:24on the back of a Semi, how would I do it?
03:26Yeah, and Lars then quickly took me to school and did the hand calcs right in front of me, showing
03:31off his first principal's engineering skills about complementary spring rates.
03:35And, you know, he's really contributed a lot there.
03:37But, yeah, definitely a true engineer at heart.
03:39So we've done a lot since then.
03:41We definitely built, you know, the biggest battery factory in the world.
03:45But also we've continued our investment here in Reno.
03:47Back then we committed a lot.
03:48And actually we're sitting here on our 10-year anniversary of Giga Nevada opening.
03:53Yeah, and super exciting to be celebrating that here.
03:56And, you know, this factory is then the next step and that stage of that investment where we're planning to
04:02build 50,000 trucks a year out of this facility, 1,000 a week, and bring on more than 3
04:07,000 jobs during that ramp period.
04:10You know, Nevada, yeah.
04:12You should cheer for that.
04:13That's fine.
04:15You know, we're committed to Nevada because of their attitude.
04:18You know, Nevada's motto is willing and able.
04:20And that's really what Tesla has done.
04:21It's not about who should do it but about who can do it and who's ready to do it.
04:25Nevada's always been there for us and we're there for them.
04:28You know, I think in that way it's really kind of, you know, serendipitous that we build the semi here
04:34because it has been a project of perseverance.
04:37Yeah, 1.7 million square feet.
04:39We could fit about 20,000 ocean containers that we figured out in this facility.
04:42You know, I live in Oakland.
04:43For reference, for anyone who doesn't count, that's about how many shipping containers go through the port of Oakland every
04:48day.
04:48So it's a big place.
04:50Big space.
04:51So what do we actually do with all that space?
04:54And it starts with the amount of vertical integration we have.
04:57You know, this is not just a general assembly facility.
04:59It is as close as we can to get to raw material in, finished product out.
05:03And for those of you who had a chance to go through it, you saw it.
05:05We bring raw coils in.
05:06We do cut to length.
05:07We do stamping on site.
05:08And we take all of that through all the way to final assembly.
05:11But it's also, we bring in cells.
05:14And this is a cool project.
05:15We bring in cells, our in-house made battery cells from Gigafactory Texas.
05:19And the plan is to unload them automatically, automated, from the trailer.
05:23They get stationed and then they get consumed by the line.
05:25Again, fully automated, all the way to the point that then they drive off the line.
05:29And at no point is there any human intervention or touch point.
05:33Yeah.
05:33And a lot of you may be wondering, why do we do all this?
05:36Like at Tesla, since the beginning, we've believed if someone can't do it, we need to do it.
05:40Because no one else will solve the problem better.
05:42And really, that whole effort is about driving down the total cost of ownership.
05:46The reason we vertically integrate, the reason we make our own cells, we make our own packs,
05:50we make our own drive units, you know, cooling modules, seats, plastics, everything,
05:54is because we want to lower the cost for you.
05:56It's also a great way to control quality and reliability.
05:59You know, one of the things I'm really proud of, in addition to what you just said about
06:03that automated trailer unload, is this EMS back here.
06:06The electric monorail system that you guys walked around when you saw the skateboard moving
06:11around is the biggest one in the world.
06:12And we had to reinvent how to do that.
06:14Yeah.
06:15And all of these things are thought about from day one.
06:17And one of the things that I'm super proud of at Tesla is that the construction team works
06:22right alongside the manufacturing team, who works right alongside the vehicle design team,
06:26who then also incorporates everything with our in-house software and firmware team.
06:29And so all of that allows us to optimize and drive to the lowest cost.
06:33This facility is super efficient in terms of its construction costs, and we're able to land
06:37this capability.
06:38And ultimately, what that does is drive down the cost of the vehicles that we produce here.
06:42And so it's all holistic, and I think you're going to sense that throughout the rest of
06:46our little chat here, too.
06:48You know, a few other, yeah, a few other firsts here.
06:52You know, we always start with the first principle approach, but the battery line is the most
06:56automated line we've ever made.
06:57As Dan said, the cells don't get touched all the way through, but even to that.
07:01And also, this is the first time we've done a powder-coated A surface.
07:05So you can get a semi in any color you want, as long as it's white.
07:11For now.
07:11For now.
07:14But this did not start with this factory.
07:18It started, again, we had some history, but we also knew that we needed to get some real
07:22field data, some real learnings.
07:24And we started a pilot fleet, just under 200 vehicles, to improve and learn.
07:27And I cannot thank those, many of you who are here tonight, that helped make that effort
07:31possible and went along that journey with us as we introduced the first round of our Class
07:368 truck, and we have been taking all of your feedback and learning.
07:39That fleet's been out there running, hauling freight every day.
07:41It has now done 17 and a half million miles, and we're super proud of everything that it
07:46has done.
07:47And it wouldn't have been possible with all of our customers that have helped go along
07:49that journey.
07:50But we've really listened to try to make some improvements along the way.
07:53That's right.
07:53I mean, as an engineer, information is nothing more than the best knowledge you can have.
08:00And those 180-some trucks that you guys had and we had, we took all the learnings from
08:04that in the variety of conditions you see here in the snow, in the rain, in the desert, climbing
08:09up Donner Pass, and we turned it all into what is now a better truck.
08:15You know, we have demonstrated over 500 miles on a single charge.
08:18We've demonstrated the reliability in the cold and everything, and we're putting that
08:22all into the improvements we've made here.
08:24That's right.
08:27So, ready for volume.
08:28What is it?
08:29What is this truck?
08:30And it really is designed for that.
08:31And we've changed.
08:32It's a lot easier to talk about the things that we didn't change, but we're going to talk
08:36about things that we did change because we've really touched a lot.
08:38And at the end of the day, it is more efficient.
08:41It is more reliable, more manufacturable, and ultimately set up to deliver the lowest total
08:46cost of ownership.
08:47And that's done through a variety of means, one of which is that we've transitioned from
08:52our purchased 2170s to our in-house made 4680s.
08:56That allows us to do a lot of things with the battery.
08:58The battery is a heart of any electric vehicle, and certainly the truck.
09:01It's allowed us to make the battery lower mass, lower kilowatt hours, which means lower
09:06cost.
09:06But we also did that by improving efficiency around the entire vehicle.
09:10So even though we have less battery in the pack, we have the same range.
09:15Yeah, and that's right.
09:15And that's 500 real-world miles.
09:17Our customers have validated it.
09:19We've demonstrated it.
09:20These are 82K fully loaded miles, not diminishing load.
09:24We're not trying to cheat the numbers here.
09:26No, for sure.
09:27I mean, and you can go, maybe if you're half-loaded, 60,000 pounds, you can go 600 miles.
09:32So we want to make sure that you guys understand, this is no joke.
09:35This is the real deal, and we've proven it.
09:37Yeah, and the other thing is that range is great, but you don't just need range.
09:42You also need charging to go with that.
09:44We still charging?
09:45Oh, yeah, the whole thing that was live outside.
09:47Did we leave that truck plugged in?
09:49Yep.
09:50Oh, hey.
09:51Still 1.2 kilowatts.
09:52So we're like 12, yeah.
09:54Still ripping 1.2 megawatts, yeah.
09:57Yeah, and that's really because of the work we did with the battery and the whole HV chain
10:01to make sure that the power can be there the whole time.
10:04So we're at 27%.
10:05All right.
10:07So we also, the other thing is that for those who have had a chance to review the vehicle
10:11over the years, you have mostly been familiar with long range, but we're super excited to
10:16also be building out of this factory multiple variants, including standard range, 325 miles
10:21of capability, lower mass, great fit for a variety of applications.
10:26And that means, you know, range anxiety really shouldn't be a problem.
10:30But we've done that with a drive train as well.
10:32Yep.
10:33It's all about, again, improving efficiency and going back and making an improvement upon
10:37the previous design.
10:38And we were very fortunate to borrow the plaid powertrain from before.
10:43I mean, that thing absolutely rips.
10:45But we also realized that we could make it even better.
10:49Yeah.
10:49A carbon fiber sleeved rotor is not exactly the technology you want to put into a mass
10:53market thing.
10:54So we were able to take the rotor, which you guys see here, put a steel cage around that.
10:58And we found a way using this new steel to, you know, improve efficiency, improve reliability,
11:03and improve mass, which is all great for the, you know, the end customer, but also the performance
11:08of the vehicle.
11:09We've also taken new technology that we've developed and put into our automotive products
11:13over the years, such as the bar-wound stator, which is about to come in now on the screen,
11:18to improve the same thing.
11:19This actually has allowed us to make a motor that is not only cheaper, lighter, and better.
11:23We've lost about 80 kilograms on the drive axle, but actually provides more reliability than
11:28we ever have before.
11:29And another thing on lowering cost is that stator is shared with Cybertruck.
11:34And so we got to reuse that design and engineering, but we also got to reuse that line and save
11:39even more money to avoid that investment.
11:41You know, and it comes down to every detail at Tesla.
11:44You know, when we're designing something, we always want it to be super bespoke and super,
11:48like, engineered for the product.
11:50You see the cutaways here, and they're very, very detailed.
11:53One of the things that I was always frustrated with in the old semi was we had three different
11:57oils just in the drive axle itself.
11:59Yeah, I mean, our engineers do amazing work, and they look to optimize everything.
12:03And occasionally, we get a little too far out there, and we ended up with three oils in the
12:07first round of the truck.
12:09We had a motor oil, we had a gear oil, and we had a hub oil, and we've changed that.
12:14Now we have, on the hub side, fully integrated hub and no oil whatsoever, which is more reliable
12:23and lower rolling resistance.
12:25And then we've gone on the gearbox and motor to one common oil, thanks to our lubricants
12:28team, who really came through there.
12:30Yeah.
12:30And I mean, the thing I hate about old cars, I love old cars and old trucks and diesel
12:34trucks, is you got to change the oil every so often.
12:36But this oil is going to last over a quarter million miles.
12:39So hopefully, you never have to touch it.
12:41Yeah, and that really goes to the ethos, and something that if you spend one day at Tesla,
12:45you will probably hear time and time again is, the best part is no part.
12:48And we took this on not just with the oil side, but also with the steering.
12:53And this was a big revelation.
12:54We've gone away from one of the things that I know absolutely irks Lars to the nth degree,
13:00which is energy conversion, and we went to full electric power steering.
13:03No, I've hated it since day one.
13:05When we made Model S, we had a vacuum pump that powered the brake system, and it drove me
13:10crazy, because you take a vacuum, and then you turn it into hydraulic power, and then
13:13you turn it into friction.
13:14You just have losses over losses over losses, and I literally lose sleep over that kind of
13:19stuff.
13:20Same thing happened here.
13:21We started with the truck.
13:22We had a hydraulic power steering system.
13:25And you know, electric power steering is great.
13:27It does a lot of things.
13:28We've got it here now in the truck.
13:30It's fully redundant.
13:31We actually used the technology that we first developed with Cybertruck for a full steer-by-wire
13:35system to make it autonomous-ready, but also to give the driver something that they don't
13:40normally get, which is an immensely quick response.
13:44You know, one of the things when you're driving a truck is you want to be able to put it
13:47where,
13:48you know, you've got 80,000 pounds in the back there.
13:51You want to be able to put it where you want it to go.
13:52And with the electric power steering system we have, if you guys have gotten a chance to
13:56drive it, or if you haven't, your drivers are going to be super happy, because it is
14:00the most precise steering system I've ever seen on a Class A truck.
14:03Yeah, it's pretty incredible.
14:05You can really put the thing where you want to.
14:06Couple that with precise throttle control, as well as then a wheel cut that actually lets
14:11the truck have nearly the same turning radius as our Model Y.
14:14And it is a dream to maneuver in those tight situations, whether you're talking urban or
14:19you're like doing loading dock maneuvers, like you can really put the truck where you
14:21want to and get it down to that last little bit and squeak everything out.
14:25You know, and that makes your driver's pre-drive checklist easier too, because
14:31it's all on the screen and it's all there, but, you know, you don't have to worry about
14:35the leaks from the hydraulic system.
14:36So I'm super excited about this.
14:39It's one of my favorite parts.
14:40I literally lifted it up one time to show Elon.
14:42I was so excited about it.
14:43Yeah.
14:44And we stayed under the hood here and went to another system that we decided to optimize.
14:48And I remember the first time that we were reviewing the thermal system with the team,
14:53they just kind of looked at me and they're like, all right, you know that 3Y thermal system
14:57we've got, we're going to put two of them in the truck, which was a little bit of a shock,
15:02but we've come a long way since then.
15:04Yeah.
15:04You know, I mean, I think back then we're trying to do the, what we want to do, which
15:08is take our high volume products that have mass reliability that we built, you know,
15:12over 10 million cars and we've run billions and billions of miles on and say, we're going
15:16to take that reliability and put it into the semi because that's really important to
15:20our customers.
15:20But actually what we realized in this case was it wasn't really capable.
15:25So we developed an all new, um, ITS system, which is our, uh, indirect thermal system.
15:32And we put it, we designed it at the same time we designed the cyber cab and we said,
15:36okay, we're going to take our most efficient vehicle and our biggest vehicle.
15:40And we're going to take one thermal system and make it work for both.
15:43And we actually did that with some small modifications to the actual like cooling loop side of it.
15:48But that means what you get in this vehicle is a compressor and a thermal system that
15:53has been already proven millions and millions of miles over, which means you're getting
15:57reliability from day one.
15:59Yeah.
16:00We have a bigger radiator than cyber cab, for example, but slightly, slightly, but the core
16:04componentry pumps, compressor exchangers, they're the same.
16:08And that means we get to leverage that over and over again.
16:10There's what, like two or three coolant pumps in every vehicle we make.
16:14Yeah.
16:14Roughly speaking.
16:1510 million.
16:15So like 25, 30 million coolant pumps.
16:18So, you know, we have a handful of them up front.
16:20You can easily access them for service and reliability from the front hood of the trunk.
16:24But those pumps are the same pumps we have all over the world.
16:28And that means not only do you get a very reliable part, a very available part, but you
16:33get to leverage that distribution system as well.
16:36Yeah.
16:36And one thing you might notice about this thermal system is that there's no AC lines, there's
16:40no refrigerant lines.
16:41And that's the beauty of the indirect thermal system is it comes from the factory, fully charged,
16:46sealed with refrigerant.
16:47And it just exchanges coolant.
16:49It doesn't actually run refrigerant up to the front of the vehicle.
16:52So there's no AC lines to worry about damaging or leaking or having to do any work in the
16:55shop.
16:56It's a great, tight, integrated system straight out of the factory.
16:58And the heat pump is, as it is defined, is allowed to move heat from one area of the vehicle
17:04to
17:04another.
17:04And because we've integrated the system to include the battery, the drive unit, and the
17:09cabin, we take the heat where it is.
17:11We scavenge it.
17:12And we put it where it needs to go.
17:14And the way I think about heat as an engineer is not like, is my body hot or is it
17:18hot?
17:18But it's like every degree of heat energy.
17:20So if you need to cool the cabin by two degrees, we can take that heat out of the air
17:25that's
17:26going into the cabin using the heat pump and the indirect thermal system and put it to the
17:30battery and the driver where you need it, which means it's more efficient.
17:33Yeah.
17:34And if you can't tell, we're kind of ruthless about every watt hour that we chase in these
17:38things because there's this wonderful compounding effect is that if you make the vehicle more
17:43efficient, that means it's less battery you need to do the same amount of work, which means
17:47that you can take battery out of the vehicle, which is lower cost and lower mass.
17:51Faster charging.
17:52Yes.
17:52And the cool thing about all that is I remember when we started this project, we were doing
17:57some quick math and JB and Elon said, hey, if we can get to about 2,000 watt hours a
18:04mile,
18:05this could work.
18:05And then we had some naysayers, names shall not be mentioned.
18:09But pretty well-known names.
18:11Yeah.
18:12Who said that's impossible.
18:14And at Tesla, we love when people tell us something's impossible.
18:17So we took that challenge.
18:18Yeah.
18:19What do we have now?
18:191.6?
18:201.7?
18:21We're forming with 1.6.
18:21Yeah, right.
18:221.7 fully loaded, just under.
18:24Yeah.
18:24So we took that down about 25%.
18:26So that's what's under the hood.
18:28And there's plenty more changes.
18:29I mean, if you can't tell, Lars and I could go on and on and on about all the awesome
18:31work
18:32the team has done to get us here.
18:33But it's not just about what we can build.
18:34It's what it's like to actually drive.
18:36And we've really tried to refine this.
18:38Again, leveraging all the feedback from that fleet.
18:41The customer feedback, we really value it.
18:44It's really amazing with these relationships.
18:46We can talk directly and get that feedback and incorporate it in.
18:48And we've done a lot to make it what was a great driving truck to an even better driving
18:52truck.
18:52You know, obviously, at Tesla, we care a lot about our customers.
18:55We care a lot about the people that are in our vehicles, not just from a safety standpoint
19:00and how they feel and how they operate, but what kind of emotions they get when they're
19:04driving.
19:04And we wanted to make a truck that you don't have to sell someone to drive, that they want
19:09to drive.
19:09And I always say to my team, if you make something that you want to drive, that people will follow
19:14you and want to drive.
19:15And this truck is no exception to that.
19:17Since the last truck, which is only four years old, we've reduced the road noise orders, well,
19:21not orders of magnitude, but some levels of percentage by adding acoustic glass and reducing
19:25cabin noise through extra insulation.
19:27And, you know, sometimes when we do all that, we look back and we say, man, did we get everything
19:33right?
19:34Yeah, we don't always do that.
19:35We definitely, and this is where our customers said, nope, you're wrong.
19:38And we fully admit we were wrong about the window for anybody that interfaced with our
19:41old truck and tried the little pop-out window, not sufficient.
19:45We're totally willing to challenge the spec and try something brand new.
19:48It turns out there's a lot of infrastructure in the world, whether it's a badge reader or
19:52you're a toll booth or you're talking to somebody on a call box.
19:54There's all kinds of stuff right at that height.
19:56And it became evident that we needed a roll-down window in order to make that infrastructure
20:01easier to interface with.
20:02Totally owned it.
20:03So we put one in.
20:04It's okay to be wrong, Dan.
20:05Yes.
20:06No, absolutely.
20:07Love to be wrong.
20:08But the other things you'll notice with our drivers here is that you'll see them, they're
20:11incorporating a lot of features from our Tesla vehicles.
20:14You know, Luis, when he gets into the truck, clicks his own driver profile.
20:17And so if you buy a fleet of semis, you're going to actually be able to take every individual
20:22semi and make it that driver's semi right when they get in.
20:26Yeah.
20:26And this is like a nice visual where he clicks on his name, but in actuality, it's way more seamless
20:31than that because it's tied to their driver profile that's on their phone.
20:34So when they walk up to that cab, when they open that door, the truck immediately says,
20:39I am that driver's truck.
20:40It adjusts the seat settings, which is electronic.
20:43And so it knows exactly what your seating position wants to be.
20:45Any other mirror memory, it's there.
20:47If you have any other profile settings in the UI, anything that you've tweaked to your
20:51liking, it follows you truck to truck.
20:53Huge enabler for a fleet environment.
20:55Our firmware team's been doing that for years, and it was no exception here.
20:58We're bringing in everything we've had in the automotive fleet to the semi.
21:03We have trip planners so you can get updates on the fly.
21:05That means when you're driving, you don't have to worry about range anxiety because we
21:08take into account weather, traffic.
21:10If you do need to charge, we'll link you to a charger.
21:13And it doesn't just change based on weather and traffic, but because the semi has constantly
21:17varying loads, if you have an application where you're picking up new load or you're
21:20dropping it off, it adjusts dynamically based on your load to give you more accurate range
21:25estimates.
21:28But it's out in the road.
21:30How does it do?
21:31Right?
21:32And we really put a high emphasis on maintenance.
21:34And we really emphasize, again, best part is no part.
21:36Best maintenance is no maintenance.
21:39But ultimately, the uptime is what really matters.
21:41And electric does provide that, but it's about proving it.
21:43And this year, we've been able to demonstrate it with our existing fleet uptime of more than
21:4998%.
21:50And that's huge for a fleet or any owner, operator, driver.
21:58You know, early on, I remember talking to a lot of you about, like, uptime and fleet
22:02and, like, what you needed and what you expected.
22:04And I was honestly appalled at the numbers that came out of the VOR amount, the vehicle
22:09off-road amounts from everyone.
22:10We didn't think that was good enough.
22:12And we've tried to exceed that.
22:13And that's what's showing in the uptime.
22:15And really, like, it's all about maintenance.
22:17You know, planned maintenance is okay.
22:19Unscheduled maintenance is a tragedy.
22:21And I think we have you covered.
22:22Yeah.
22:23The plan is that for wherever we put trucks in the world, there will be a maintenance
22:26solution for you.
22:27And that can come in a variety of flavors.
22:29We're setting up a bespoke semi-service network where we can bring trucks in to do the maintenance
22:34that we need.
22:34But that's not always necessary.
22:36And sometimes the more efficient thing is to send technicians out to the truck.
22:40And we already do this on the car side, but we're bringing it over for trucks as well
22:43with mobile service.
22:44And then there's the fact that the truck is fully connected.
22:47And so over-the-air, diagnostics and updates are totally possible to help alleviate the
22:52service and make that even more seamless.
22:55You know, the other thing you get to take advantage of with the Tesla Semi is our parts
22:58distribution system.
22:59Yeah.
23:00All that carryover.
23:01You know, there's 10, 20 times as many cars on the road as there are class 8 trucks.
23:06But that means we have to distribute parts for those vehicles all the time.
23:10And we're going to use those same distribution centers to make sure if you do need a part, we
23:14can get it there right away.
23:15Yeah, and we're leveraging all of the things that we've done over the years to train technicians.
23:20I mean, this is more than a decade in the making where we've been working on training
23:23technicians for high-voltage service and being able to take care of these vehicles.
23:26And we're taking those same practices, and there's the same back-end knowledge base that's
23:30constantly being shared.
23:31And again, if there's something that we find that's a field failure on the car side, the
23:36truck side immediately knows about it.
23:37So the two learn from each other.
23:38These are not siloed entities, even though the physical service centers are different.
23:42The knowledge share is common between everything.
23:45But it's not just about service in the field.
23:47You kind of need something else to keep the truck going.
23:49You got to charge it.
23:50Charging.
23:51And so wherever we're going to put trucks, we will also have chargers.
23:55And we're putting megachargers in the major regions and along major routes.
23:59And by the end of the year, we'll have about more than 30 stations coming online with represent
24:04more than 200 megawatt capable posts.
24:06And in case you didn't think we could do this, we have over 80,000 superchargers worldwide.
24:11We know that when you're going to change an industry, you've got to bring the ease to
24:15that industry.
24:16And we're putting these in already.
24:17And it's not just about our megachargers that are going everywhere.
24:21It's also about private charging, overnight charging.
24:24And we're willing to do that too.
24:26Yeah.
24:26And many of our customers are very interested in deploying charging at their home base.
24:30It's the equivalent of home charging.
24:31That's great.
24:32Just like you have in your car.
24:33Plug in at home at the end of your day, end of your shift.
24:35And so we're really excited because a number of players have already started ordering charge
24:40equipment.
24:41Either Tussle can help the install or you can order it yourself.
24:43It's available on the website right now.
24:45And it comes in a couple different varieties.
24:47We have the megacharger, which is great for a number of fleets, particularly if you're slip
24:51seating or if you're trying to cycle trucks through.
24:53But often, an off-shift, overnight charger is a better fit.
24:57And for that, we have our base charging product that's around 125 kilowatts.
25:03And so that's great for an overnight charge where you plug the truck, walk away.
25:07Yeah.
25:08And I think if we talk forward about charging and the experience, it's really about what
25:13that provides to our customers from a service side as well.
25:17Yeah.
25:17And I think that if any of you have had the privilege of interfacing with a charging network,
25:21the reliability is 99.7, 99.8, something like that.
25:26It just works.
25:27This is not something you ever have to worry about.
25:29The semi or the supercharging system just works.
25:32And we're using that same service and support network.
25:35Again, technicians, but also the parts distribution network.
25:38It's the same hardware.
25:40I mean, the handle is different because we have a different interface.
25:42These are MCS equipped handles.
25:44And yes, we're designing for full interoperability.
25:47So we know that it's important.
25:50We did this on the car side where we opened up the network.
25:52We're doing it on the truck side.
25:53We're fully committed to this where we want the semi to plug into other equipment providers.
25:58And we want other OEMs that are making MCS equipped trucks to be able to plug into the
26:03Tesla network.
26:03It's part of the mission.
26:04Yeah.
26:05It's that uptime is super, super important.
26:08And we're bringing that exact same experience where you just plug in and walk away.
26:13And you can do the preconditioning and charging during the route.
26:15That whole experience is exactly the way it is on the car side.
26:18And we've just brought it over to the semi side.
26:21By the way.
26:22Are we still charging?
26:23Wait, are we still charging?
26:25Can we check in on that?
26:26Hey.
26:26So one of the things we forgot to mention is you can get in about the 25 minutes we've
26:32been talking, 25, 30 minutes, you can get about 60% of your chargeback.
26:36You see, we're still pulling a lot of power, about 800 kilowatts.
26:39And so that's so if you need to get on the road, you can.
26:42Yep.
26:45All right.
26:46When it all comes down to it, this is about cost.
26:48We've mentioned it about reliability, about trying to drive volume, about trying to do
26:51everything we can to improve the cost and lower it for our customers.
26:56And it's still the goal.
26:57Elon mentioned that electricity costs less than diesel, but that's true.
27:01And that's like over time, you know, volatility in the oil market and the diesel market goes
27:06up and down and that's okay.
27:08But typically we've seen in the history of the last 20 years, electricity is pretty flat.
27:12And wouldn't it be great to have a flat cost in your shipping rates?
27:16Yeah.
27:16And that's where we really invite and we encourage like all of our customers and thank them so much
27:20for everything they've done to help us.
27:21But, you know, for those that are looking to get into the business, whether you're a
27:25new fleet and you're building or you're looking to turn your fleet over, I mean, wouldn't
27:28it be nice to cut out all that volatility, the diesel price, but also the maintenance?
27:32You're not worried about that late life after treatment system?
27:34Or what about the emission standards that are constantly changing?
27:37We don't have that.
27:38So with zero emissions, you don't have to worry about emission standards.
27:42Yeah.
27:43And so we're really excited about all this and we couldn't be more thankful of everybody
27:46that's helped make it happen.
27:48You know, that's everybody here at Tesla.
27:49That's our suppliers and everybody along the way.
27:51But most importantly, it's about our customers.
27:53Yeah.
27:53We really want to say thank you to our customers.
27:56We actually have our first trucks outside now that we're delivering starting this week.
28:00And why don't we just thank them up here?
28:02Yeah, that'd be great.
28:03Why don't we have some customers up here to say thank you?
28:09Thank you.
28:11Thank you.
28:13Thank you.
28:14Thank you.
28:14Thank you.
28:15Thank you.
28:15Thank you.
28:16Thank you.
28:18Thank you.
28:18Thank you.
28:34You guys should be announcing this.
28:36This is Navoya.
28:42We got okay produce.
28:45Thank you, brother.
28:51DHL, big customer.
28:57Einride.
29:05IMC.
29:19Appreciate you all.
29:23One of the originals.
29:25The OG.
29:26Pepsi.
29:28Pepsi.
29:30Pepsi.
29:31Pepsi.
29:33Pepsi.
29:35Pepsi.
29:35Front row, HMD.
29:44And last, but certainly not least, U.S.
29:47Foods.
29:54Thank you to these first customers and everyone else here that bought a truck or wants to buy
29:58a truck.
29:59Yeah, and we're going to start rolling these out real shortly here.
30:02But the other thing is that we are going to fulfill our promise and that is that Tesla
30:05will be its own first customer.
30:06We're super excited to be deploying these into our own operations because it's fulfilling
30:11the mission that we originally started out.
30:13You know, heavy trucks are 1% of the vehicles on the road, but represent like 16% of emissions.
30:18And so we're going to take the first stab to be our own first customer and haul our own
30:22freight to clean up our own supply chain.
30:25Rolling out now to a, you know, shipping depot near you.
30:29Thank you to everyone here.
30:31Thank you to the Tesla team.
30:32Thank you to everyone that's made this possible.
30:34Thank you so much.
30:36So excited to have everybody here.
30:37Thank you so much.
30:38But wait, wait, wait.
30:39Hold on.
30:39Hold on.
30:40Hold on.
30:40Hold on.
30:41Wait, Lars, did you have one more thing?
30:43You know, Dan, I think you're right.
30:44Oh.
30:45We can't have semi-event without a roadster.
30:49We'll see you next week.
31:16We'll see you next week.
31:16Bis zum nächsten Mal.