Tesla Semi

Tesla is set to unveil its electric semi truck this week and as usual, the expectations are high. CEO Elon Musk did nothing to manage those expectations yesterday when he went as far as saying that the unveil will “blow your mind clear out of your skull and into an alternate dimension.”

While it may sound just like a simple exaggeration, it’s only the latest in a series of statements hyping the upcoming electric truck.

Now we try to set those expectations and see why Musk seems so confident. A hint: it’s all about the economics. 
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Tesla sent out the invites to its ‘Tesla Semi’ unveiling event in Hawthorne on November 16 and with the invites, it released a new teaser image. 
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A few days ago, we got a tip that a test mule for the Tesla Semi program was spotted on video (embedded below) in the wild.

While it’s not confirmed if it’s indeed a Tesla test vehicle, it looks likely and regardless, the truck does appear to be electric, which is interesting on its own.
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After CEO Elon Musk announced that the company is delaying the unveiling of Tesla Semi, the automaker’s upcoming electric truck, Tesla clarified that they have already completed the prototype.

Musk also gave some color on the specs of the vehicle without confirming any detail.
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On October 26th, Tesla is set to unveil an all-electric truck which will surely shake up the trucking industry.   Details on the truck are light so far, and all we’ve seen from Tesla officially is one teaser photo.  The event is right around the corner however, as yesterday Tesla sent out a “save the date” email to owners who have reached 5 referrals.

So despite having few details, today we’ve seen our best tip yet.  On reddit, a user posted a photo which we can’t quite confirm the source of, but is reportedly from “an undisclosed place in California where they test Tesla vehicles.”  While we can’t see any logos or other confirmation that this is the actual Tesla truck, it certainly looks like it – the headlights and fenders match up, the nose looks like it doesn’t have an engine in it, and the angle of the windshield looks similar to the teaser photo.

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The third quarter has ended and Tesla is now expected to end the year strong with a busy fourth quarter on many fronts.

Here’s what to expect from the company this month.
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Tesla originally planned to unveil its upcoming new all-electric truck, Tesla Semi, at the end of September.

Now CEO Elon Musk says that it has been pushed to October 26th. As usual, he also hypes up the new vehicle, which he called “a beast” this time.
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Morgan Stanley’s Adam Jonas is one of the top analyst covering Tesla and now he seems pretty excited about the imminent launch of Tesla Semi, the automaker’s upcoming all-electric truck.

In a new note to clients today, Jonas even suggested that the reveal of the truck could be “the biggest catalyst in trucking in decades”.
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Ahead of the launch of Tesla Semi, the automaker’s upcoming electric truck, a Ryder executive says that he met with Tesla officials and that they said Tesla Semi will have 200 to 300 miles of range.
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While electric cars have been part of the car industry since its very beginning, they are only now starting to truly transform the industry and they are expected to dominate it over the next few decades.

Things are likely to move much quicker in the trucking industry now that EVs have matured and if legacy truck and bus makers don’t embrace electric propulsion fast, they could face obsolescence, according to analysts. 
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Tesla is set to unveil its all-electric truck, known as Tesla Semi, next month and the automaker is apparently now seeking to test its prototypes for platooning and self-driving in Nevada and California.
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Just like Tesla did with the Model S in the premium sedan segment, Tesla Semi, the company’s upcoming all-electric semi truck, is aiming to become the best-selling truck in its segment, according to CEO Elon Musk.

It means that they are attempting to dethrone Freightliner’s Cascadia.

Daimler, Freightliner’s parent company, doesn’t seem too worried about the upcoming competition from Tesla based on recent comments from an executive.
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There were actually a lot of interesting announcements and comments from Elon Musk at the Tesla’s 2017 Annual Shareholder Meeting yesterday.

We got a Model Y teaser, Model 3 configuration update, and Musk gave more details about Tesla’s plans for new factories.

He also shared some interesting information about Tesla Semi, the company’s heavy-duty electric truck program.
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Last week, ‘Tesla Semi’, the automaker’s upcoming all-electric heavy truck, got an official release date: September 28th.

That’s just 4 months away and we think it could hit production, at least low volume production for pilot fleets, quicker than most people think.

Until then, here’s everything we know about Tesla Semi.
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During a conference call with analysts following Tesla’s first quarter financial results, Elon Musk briefly commented on Tesla Semi, the automaker’s upcoming electric semi truck.

The CEO disclosed that Tesla Semi shares “a lot” of parts with the Model 3, including the new motors made for the upcoming $35,000 all-electric sedan.
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After announcing a planned unveiling in September 2017 for Tesla Semi, Tesla’s all-electric semi truck, CEO Elon Musk released the first teaser image of the truck today.
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Tesla CEO Elon Musk announced that the company plans to unveil its electric semi truck, called ‘Tesla Semi’, in September, which is sooner than most industry watcher anticipated.

Now analysts covering the company are weighing in the new trucking business in their valuation of the company and coming up with business models that Tesla could use for its battery-powered trucks.
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The idea of an all-electric class 8 truck is being met with a lot of skepticism in the trucking industry. With the current status of electric passenger cars barely breaking the 300-mile range, they have difficulties envisioning a truck capable of towing tens of thousands of pounds of cargo and still achieving a decent range.

It’s in this context that Elon Musk announced in a tweet last week that Tesla plans to unveil ‘Tesla Semi’, its all-electric truck, as soon as September 2017. An analyst now warns the industry that they shouldn’t laugh at Tesla’s plan.
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Tesla’s automotive business is expanding quickly and we are not only talking about the Model 3. The Model 3 program will significantly increase its overall production capacity from roughly 2,000 vehicles per week to ~7,000 vehicles per week by the end of the year if all goes well, but Tesla is also expanding its automotive offering with now 8 vehicle programs at different stages of development.

CEO Elon Musk’s update yesterday gives us a better idea – albeit still vague – of the timeline for those programs.
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Tesla CEO Elon Musk revealed today, on the eve of the New York International Auto Show that the company plans to unveil its all-electric semi truck, called ‘Tesla Semi’, in September.

Tesla Semi truck unveil set for September. Team has done an amazing job. Seriously next level.

— Elon Musk (@elonmusk) April 13, 2017

He also teased that it will be “seriously next level” and briefly discussed the upcoming Tesla pickup truck and next-gen Roadster… 
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When Elon Musk released his‘ Master Plan Part 2’ for Tesla last year, he surprised a lot of people in the industry when he announced that the automaker will soon venture in the semi-truck business.

Musk confirmed today that the project, which has been called ‘Tesla Semi’, is making good progress, but we shouldn’t expect much until Tesla can get the Model 3 out the door.
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