Comment Re:between 165k and 222k usd? (Score 1) 49
I can't drive this shit heap too far, 120km on a great day in the middle of summer. And I had an incident a few years back on the countryside in -11C temperatures where I only got 50km in the mountains that day.... that was REALLY COLD but I had blankets for the 3 hour wait for the tow truck.
We'll take a vacation in a few weeks, we'll rent a crappy tesla and drive to Gothenburg or Stockholm. Still massively cheaper than wasting money on a new car that would give me better range for the week or two I need it to. But I still go grocery shopping a few times a month in Sweden because I'm not stupid and this crap car can make it there with a little extra charge each way. Which is no problem because there are chargers at pretty much every exit and they're cheap.
So, that brings me to trucks...
1) one driver 5 truck caravans. This is close and it's going to happen. In fact, I'm pretty sure within a very short time, we'll see most trucks driverless on the highway and then you'll see professional drivers being delivered to trucks for last-mile travel where the trucks will still do the driving, but supervised. And then in time, no more drivers... except in New York where some guy named Joe Joe who graduated from "Vinnie's airplane towing school" is considered more qualified than an airline pilot with a hundred thousand hours of flight time and a formal education and tows airplanes to the terminal because "we're a union shop".
2) Telsa isn't selling the trucks to make money from the trucks... oh they will... but consider that a model-X at 1/50 the size is like 1/3 the cost of the truck. The money comes from the infrastructure. Tesla will build out a charging network even if they have to dip into the college funds of Musk's 72 children to do so. And he'll use fuel cell and solar and possibly wind to charge up the battery power banks. He'll then find a way to cut deals with the truck stops that he'll install the chargers at their truck stops in exchange for parts of the food profits and for massive discounts on any fuel needed for the fuel cells. Then he'll make a deal with netflix and disney plus and all of them for the entertainment systems in the trucks and he'll charge the truck drivers for Starlink. And he'll then have a huge fleet of spare Tesla Semi's that can be quickly delivered to drivers on the road who have problems. They'll then arrange for the semi to be serviced and returned to the driver as he passes back. Of course, all at a cost.
Within 5 years, he'll have streamlined most of the US land freight infrastructure, bled everyone dry in the process and be strongly positioned to sell Tesla Semi as a service in competition with the existing fleets.
Europe and Asia (outside of Russia and India) will be a much tougher win because we prefer rail where possible. And at least here in Norway, we would still rather invest in new rails rather than new roads.