Item — HN Reader

Those whose opinion actually matter have done the math and put orders in to save them cost in the long run.

Of course, if right now, the load capacity or the range isn't applicable to one's business requirements, then Tesla Semi doesn't make sense. However, cost is often the biggest driver in any business. If a business can change things around to fit within the current constraints of the Semi, then they can do a cost-benefit analysis and Tesla Semi may then make economical sense.

2 comments

I expect the current orders to be PR motivated.

Hard to tell, but given Tesla's historic record, demand for their products has only ever increased (discounting the current China situation which most likely has nothing to do with disparity between PR and actual product perf).

What's the "China situation"?

Pepsi’s order was placed in 2017.

Not sure what you're implying with this. Specs have remained exactly the same and now, they've actually delivered on the spec they advertised in 2017.

Delivered? They drove a demo version up on stage at a PR event. Come back when Pepsico has their fleets...

I'm gonna be broke after all the egg I have to buy to throw at your faces.

Let's wait and see if that's actually true. Tesla specs are a lot more "optimistic" than specs for other EV manufacturers (see the promised vs actual ranges of their passenger cars, for example).