Tesla Semi Deliveries Scheduled In Two 3 Days
It is a long time in the making. Tesla is finally going to deliver the first of its Semis on Dec 1.
In this video I discuss how this is vital. The idea of test runs can give some feedback but it is time to get some out in the wild. Let us see what the specs are with real world usage.
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Oh hey man, I'm watching your video in….Veews :)
Just stopping by to say hi!
!CTP
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Summary:
In this video, the speaker discusses Tesla's delivery of its first semis to PepsiCo on December 1st. He highlights the significance of this event as a breakthrough for the company, emphasizing that while the semi-truck is a niche product in terms of revenue and earnings, its impact on emissions is substantial. The speaker also touches on Tesla's record quarter in terms of vehicle deliveries, projecting a positive outlook on the stock's performance. He mentions the potential for Tesla's earnings to increase significantly in the future, especially with the introduction of the semi-truck. The video concludes with a mention of upcoming events and releases from Tesla.
Detailed Analysis:
The video begins with the speaker acknowledging the delivery of Tesla's first semis to PepsiCo on December 1st, marking a significant milestone for the company. He mentions that this product was first introduced five years ago, emphasizing the long journey leading up to this commercial delivery. The speaker notes Elon Musk's target of producing 50,000 semis in 2024, highlighting the potential impact on Tesla's overall vehicle numbers and earnings.
The speaker highlights the importance of the semi-truck in reducing emissions, particularly from diesel-powered vehicles that dominate the commercial trucking industry. He points out the cost efficiencies of the Tesla semi compared to diesel trucks but emphasizes the need for real-world data to confirm these savings. The speaker anticipates that PepsiCo's experience with the Tesla semis will be crucial in showcasing the trucks' profitability and performance, potentially driving further adoption in the industry.
Moving on, the speaker shifts focus to Tesla's current financial performance, suggesting that they are on track for a record quarter in terms of vehicle deliveries. He speculates that exceeding delivery expectations could positively impact Tesla's stock performance. The speaker also mentions the potential impact of Tesla's Full Self-Driving (FSD) beta release on revenue and profitability, anticipating a boost in earnings despite recognizing that it may not significantly impact cash flow.
In conclusion, the speaker expresses optimism about Tesla's future, highlighting the company's advancements in vehicle deliveries, emission reduction, and technology development. He ends by mentioning upcoming events such as the China numbers release and the FSD beta release, which are expected to further drive Tesla's performance and market sentiment.