Tesla Semi Providing Itself In The Wild
We dont have a lot of information but we are getting some information from Pepsi about the trucks that were delivered.
In this video I discuss how we are seeing the expansion of the Tesla lineup. The Semi has the potential to pull in $10 billion a year in revenue, something that will go a long way to helping the numbers grow.
▶️ 3Speak
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Summary:
In this video, the speaker discusses the Tesla Semi, addressing skepticism around its feasibility and current real-world deployment. The speaker mentions that several Tesla Semis have been delivered to Pepsi and Frito-Lay, with positive initial feedback. The potential cost savings and environmental benefits of using Tesla Semis are also highlighted, with a focus on potential financial gains for Tesla if widespread adoption occurs. The speaker expresses optimism about Tesla's prospects based on the success of the Tesla Semi.
Detailed Article:
The video opens with the speaker addressing the skepticism surrounding the Tesla Semi, referring to it as "vaporware" and scientifically impossible, but highlighting that the product is now in use. Notably, Pepsi and Frito-Lay have received some of these trucks and are actively utilizing them to transport cargo up to 400 miles. The positive feedback received so far has been encouraging, although more feedback is needed to fully evaluate the performance of the Tesla Semi in real-world operations.
The speaker emphasizes the importance of hearing from consumers, in this case, Pepsi, to understand the practical benefits and challenges associated with these electric trucks. The potential for significant cost savings, particularly with the rise of ESG (Environmental, Social, and Governance) considerations, is discussed. Even if the cost of operating Tesla Semis is similar to diesel trucks, the environmental benefits could still make them a lucrative option. However, if Tesla's projected cost savings of 25-30% are realized, it could be a substantial success for the company.
The financial implications of Tesla Semis are further dissected, with a focus on return on investment (ROI) and potential revenue generation for Tesla. The speaker speculates on the scalability of Tesla Semi production, questioning if Tesla can meet the demand for 50,000 vehicles by 2024. The revenue potential from such a scenario is estimated to be around 10 billion, contributing significantly to Tesla's overall growth alongside other products like megapacks and automobiles.
In closing, the speaker expresses optimism about Tesla's future, citing the potential of the Tesla Semi and other products to drive substantial revenue growth for the company. The video concludes with a positive note and an optimistic outlook on Tesla's prospects in the market.
Notice: This is an AI-generated summary based on a transcript of the video. The summarization of the videos in this channel was requested/approved by the channel owner.