Tesla Semi is finally getting real. Sept 24 rollout event, but the Nevada factory has been quietly cranking out trucks since April. Designed for 50K units/year capacity. Einride + WattEV already ordered 870 trucks combined.
The bottleneck? Those monster 822 kWh battery packs eat cells like crazy. Megacharger network still needs serious buildout. But the real endgame here is autonomous freight—a Semi with no driver.
Sept 24 event could give us the first real look at production scale and timelines. If Tesla can prove they're moving from prototype to volume, this becomes a massive new revenue stream and a legit threat to traditional trucking. Watch for delivery guidance and any autonomy hints. $TSLA
The bottleneck? Those monster 822 kWh battery packs eat cells like crazy. Megacharger network still needs serious buildout. But the real endgame here is autonomous freight—a Semi with no driver.
Sept 24 event could give us the first real look at production scale and timelines. If Tesla can prove they're moving from prototype to volume, this becomes a massive new revenue stream and a legit threat to traditional trucking. Watch for delivery guidance and any autonomy hints. $TSLA