New Tesla Semi Data Just Released + Giga Mexico Report, China Sales
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- Опубліковано 11 вер 2023
- ➤ New data on Tesla Semi
➤ results-2023.runonless.com/tr...
➤ Tesla reportedly plans to increase Giga Mexico investment
➤ China insured vehicle numbers
➤ US vehicle registration data
➤ Tesla crosses Supercharger milestone
➤ More insight on Robotaxi concept
➤ Ron Baron to be on CNBC
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Executive producer Jeremy Cooke
Executive producer Troy Cher asaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Image(s) and/or footage used under license from Shutterstock.com
Disclosure: Rob Maurer is long TSLA stock & derivatives - Наука та технологія
Makes one amazed at what China really did in GigaShanghai: 1 year from groundbreaking to production.
The Mexicans will have that sucker up in 8 months.
I thought that Elon at one point said that the factory was actually a product.
@@MGS61what’s your point?
China is allowed to Build Continuously 24H.
American labor wont allow that.
@@markplott4820why not? It's pretty common in Western country. 3 shifts /24h
Hi Rob. Some info from Germany from my conversation with a Tesla sales/delivery person last week:
▪Model 3s have been unavailable for test drives the last couple weeks.
▪Model 3 test drives will resume when the Tesla service/delivery centers receive Highland Model 3s.
▪The Tesla sales/delivery people are pushing hard to deliver (or sell?) as many cars as possible before the end of the year, because the EV buyer incentive is scheduled to run out then.
▪Unusually large numbers of cars were being received at the service/delivery center when I was there.
I would expect high sales numbers of Model Y and Model 3 Highland in Germany next quarter.
Thanks for all your hard work and dedication!
Thank Rob
Thank you for your news of the day recaps!
Thanks Rob
The slope on a Distance over Time graph is the speed. The flat sections are of course when the Semi is stopped. That second pyramid is a bit misleading. (Unless this chart graphs distance traveled after a charge. I didn't study the chart too closely.) Ia this the Sacremento (or was it Fresno?) run to Los Angeles or San Diego ? If so then I-5 and it went over the Tejon Pass 4144' (1263m). The debut Tesla Semi run graph showed that the net energy for going up and then down that grade pretty much cancelled out. So they recovered almost all of the additional energy needed to climb the grade. The speeds that Semi drove at when we could see the speedometer were in the 55 mph range.
The Robotaxi concept that we are seeing is NOT 3 wheel. That is clear in the mockup photo with Franz. The rear wheels are inboard from the front wheels, allowing for a more aerodynamic teardrop shape, but with 4 wheels.
Love it!
Thanks Rob! Let's hope things are better tomorrow for the stock price (just because) while we continue to get what I suspect will be very good metrics from the Tesla Semi in this competition. I wonder if Bill Gates is paying attention to this? Nah... that would mean he is open to being proven wrong.
But did you hit “like?”😂
Thank you Rob! Good to hear about Mexico. Lots of curiosity there.
Not a big fan, but amazing how fast the electric viking gets the news out. Your channel is more measured😊
Nikola didn't publish any data of their trucks at the Ride On Less event. I wonder why...
Hi. Did Nikola start the production of its hydrogen vehicle? Do you have some references? Thanks
Well we know something….they probably started out at elevation. 😂
@@Frank_W. Now you're just showing off our memory!
@@paolopetrozzi2213 Not yet, they promised production at the end of the year. But their BEV trucks keep burning, hydrogen is a dead end, their technology partners keep failing. I can't imagine any fleet operator in their right mind would buy their trucks.
@@2nd3rd1st
Thanks. I read somewhere one month ago that they started the production of their hydrogen semi on July 31st, but I couldn't find any confirmation anywhere.
Giga México better be making 3 million vehicles if we want to make 20 million by 2030…
The planned capacity is higher than 3 million.
@@snookmeister55yea but when are they breaking ground and when will it be built? They should do what they did in China and be using locals to manage the construction of it and all the red tape hurdles to help expedite this thing.
Exponential growth man. They've done it before, it'll happen again.
Its Mexico, have you seen Mexicans do work?
Have you seen the pace of progress on the Mayan Train project in the Yucatan peninsula. Mexicans can work at an incredible pace.
As for the two seater, think Isetta or Citroen. Narrower, not three.
On the robotaxi concept, it isn’t 3 wheels.. it’s just a narrower axle.
An super aerodynamic taxi is absurd. A brick on wheels is good enough, range, fast charging.
Dillon said semi was SR model. Did more than specs
If I recall correctly, Pepsi submitted the 350-mile trucks from their fleet, not the 500-mile - thanks for your work Rob!
These Semis are operating in California where we can presume AC would be heavily used. This would impact the range that the actual drivers are experiencing .
It was 2 of one and one of the other. Cant remember the specifics.
Nope. Pepsi has the 500-mile version. They simply run it on a 400-mile limit to keep the semi operating within the 10-90% state-of-charge.
They also didn't say if A/C was turned on during the trip
Their profile on the NACFE site shows the 500 mile range model in use, with 2 different route types - and up to 82,000 - one route type is 250-450/day and the other is shorter runs 75 miles or less that are apparently customer delivery as the weight is noted as heavy and declining through the run.
❤️
Current stories about the Model 2 has me thinking they should call it the Model R, so they could have the moniker SEXYR
Giga Mexico has a huge advantage that most people do nit appreciate. Mexico is part of the Pacific rim and friends(UK) trading group.. Tarrif free into most right hand drive countries. Notable countries which never ratified the original agreement nor joined the
Revised negotiations - USA and China. Think it includes most the right hand drive countries. It would seem logical that it will need to make all models not just the robo taxi and us super compact.
It didn't look like a three wheeler to me. Maybe narrower wheelbase at the rear, like a Citroën DS
Permits for what? I always find it interesting when permitting takes so long, especially when you are literally in the middle of nowhere!
3 wheel robotaxi = rickshaw😁
I think it makes sense now that Tesla will start Compact production in Texas they can refine the process there and then make an even bigger plant in Mexico. Or they are adding even more vehicles ...?
👍
Wild ass guess - those charging times for Semi made me suspect they're using 750 KW chargers. When Tesla gets around to more powerful chargers, I expect charging times to come down.
50K Superchargers - Tesla is moving fast. A lot faster than any competitors.
Is Ford thinking about buying into FSD? Enquiring minds wish to know.
Thanks for your reporting, Rob.
You still dont get it?There is no existing FSD!
@@brunoheggli2888 it exists. It may not be perfect yet but growing better and better each day. It is only limited by compute which is improving day by day. Have you ever used the system? Or are you just critical with secondhand information?
@@brunoheggli2888 "You still dont get it?There is no existing FSD!"
No. You don't get it. FSD do exists as it's Tesla's service offering. The progress on their FSD is also good and it's only a matter of time before full autonomy is solved.
@@yourcrazybear Bullshit!
750 kW is all that's being built, including the 72 Megachargers in the Fremont - Laredo network.
The drop in S/X is likely related to Mercedes EVs taking market share on the high end in the US. The largest market for those models NYC/LA has a lot of people with negative sentiment towards Elon unfortunately.
It is because of the economy. Mercedes sells a minuscule amount of those cars. I will remind you again that the model Y is the best selling car in the world. What does Mercedes have that is going to challenge that?
I agree with you but I think he's referring to that specific market segment.
Dojo supercomputer will help anyone without FSD ?
?
Hi rob 👋
But, still no supercharger in Ames.
1103 N Dodge St, Iowa City ?
.
(And 2 others)
Let’s hope for a good cpi outcome so we can rocket 🚀 but knowing the market someone wants to push it down
Can’t wait for tesla margins to rise again
Why? Because you want to overpay for your vehicle? They already have the best margins in the industry and are insanely cash positive. Calm your tits and give the people EVs
How so?Or do you think there wont be more competition over time?
@@brunoheggli2888 from who? Name the company that has impressive vehicles and also makes a profit. I am on to you Mr. negative.
Tesa Energy..... patience
@@MGS61 Dont worry,BYD Energy will destroy Tesla!A friend in Germany already has a powerwall from BYD,its way cheaper!
There has to be a greater than 0% chance tesla will back out of Mexico in favour of another site ? Unless mexico free trade agreements are just too good to be true 👍
Rob, if you have a daughter you should name her Roberta
My name is Rob too.
I just thought you should know.
Seems very unlikely Tesla will reach close to their goal of 20M production yearly whiich is 6.5 years away.
If aptera can do 3 wheeled cars and sandy munro approves of 3-wheeled cars maybe Elon can change his mind. I mean look af how efficient apteras cars are now make them into a Robotaxi fleet and bam hardly any recharging necessary.
One of the robotaxi designs is 3 wheeled two seater
It's more than efficiency. Tesla is a big one for safety and Sandy is an expert in manufacturing.
Will need to see the semi results in cold weather. Pretty much all Tesla owners and certainly my Tesla Model Y loses 25%-40% in cold winter weather so I see no reason why the semi won't reflect the same results.
😂😂😂 40%? Bs.
Why not say - 100%??😂😂
Dont forget , TESLA semi has DUAL heat pumps & Radiators.
Recurrent's data: the Model X and Model Y Long Range loses 15 percent of range when operating between -6°C and -1°C (20°F to 30°F); the Model 3 Long Range lost 17 percent and the Model S lost 19 percent of its range.
Agree but clearly it's worse when it gets colder than 20*F which happens a lot in some places during winter.@@waynerussell6401
Yeah, Mexico was suppose to produce cars in 2024. Faster than shanghai, Mexico said. This is worse than Berlin, what a waste.
No, they were supposed to be in construction in 2024.
Indeed. They claimed Shanghai needed 9months.
That already seems unbelievable (perhaps some “incentives” applied to local workforce)
Looks like giga-Mexico is in the middle of nowhere, so any building effort seems very hard to me.
IIRC 3 wheeled vehicles don't qualify for the tax incentives (re Aptera status). Perhaps a 4 wheel variant for the consumer market where the subsidy in the US can be effective and a 3 wheel variant for robo-taxi for the capital & running cost benefits (weight/range/etc). I think the comments from Sandy Munro & Aptera sufficiently offset Elon's blanket statement on 3-wheel vehicles.
Tesla will not make three wheeled vehicles. They are not safe. Elon has stated such many times.
The Tesla Semi didn't get 500 miles, should I assume the driver turned on the air conditioner for the trip?
You could assume it did the job needed....?
.
I'm going to make an assumption the a temperature between 95° and 66° may involve altitude?
Quite a difference from the range and charging performance reported by Pepsi which I thought were too good to be true. These new figures are more like what I expected.
Trucks don't run at 55. If you're running trucks over the road then you're running at highway speed which is 65 -70 mph.
The tests are being run in California, where the Class 8 truck speed limit is 55 MPH. I don't think the drivers are going to be putting their CDLs at risk to get to the destination a little more quickly.
Was it Max speed, or average speed.
TESLA Daily - ROB, 3 wheelers are Intrinsically UNSAFE and require MORE Enginering (higher cost) to make as SAFE as a 4 wheel sedan.
ALL of the Current 3 wheeler OEM's , including APTERA only make UNSAFE 3 wheelers , that are LESS safe than a 4 wheel sedan.
they DO this , because the LAW allows them to do so.
and would be too COST prohibitive, to make a SAFE 3 wheel vehicle.
First?
I won! I won! I won!😂
@@jamesengland7461 Winner winner chicken dinner !!! I suggest the spicy chicken sandwich at Popeyes...
Still don't like the idea of a compact car with only 2 seats. Total fringe case just like the Smart imo. I might be wrong...
The robotaxi… you know the vast majority of taxi/Uber rides are 1-2 passengers, right?
Yes but I would like for them to slowly evolve into that but you know Elon.
I got on a bus the other day and there were only 3 passengers on it, are you suggesting we should have smaller busses? What does a family of four toting luggage the dog and maybe grandma do, order three of these? Where is the efficiency in that, how would Elon and his six kids get about using this toy? For old people or invalids regular cars are difficult to get in and out of, too low. Also they often use the open door for support which ain't happening with this design. Engineers usually make things practical, I'm seeing styling taking the lead here, next they'll have a marketing department to sell this design, and down the slippery slope of Ford and GM we go with innovation securely locked in a closet.
May as well electrify the Messerschmitt KR200 of the 1950s and be done with it. Rent the optional trailer if you have luggage.
Oh no,this is horrible,so the Tesla Semi is nearly useless!So sad!
It out performs every other BEV and hydrogen semi truck. Name the better vehicle Mr. negative.
@@royphillips7644 How can it outperform a hydrogen semi Truck?ts way to heavy to do that!And dont talk about 0-60 time!Thats compleat unimportend for a Truck!Loadcapacity range and time to charge is importend!
@@brunoheggli2888 Well, for starters, a hydrogen semi will have triple the operating cost due to the exorbitant price for hydrogen. A hydrogen semi will have very little additional payload, because there are per-axle limits on the trailers no matter how light the tractor is. And the Tesla Semi can drive as far in a day as permitted by HOS regulations, including a top-off during the 30-minute mandatory break at 8 hours on-duty, so the faster fueling of the hydrogen semi is no advantage. So just exactly how does a hydrogen semi outperform a Tesla Semi? Inquiring minds want to know.
@@brunoheggli2888 Have you seen the price of hydrogen in California? No trucking company is stupid enough to pay 5x the fuel price compared to conventional diesel
Is that sarcasm or trolling?
TESLA will continue to drop again.
Because....?
If u still don’t see how pathetic the numbers are, then god help u
The numbers that show Tesla makes more profit than *ALL* its major Chinese competitors combined, in Apple-like fashion?