Elon Musk's Electric Revolution: New Vehicle Range Figures Revealed TSLA

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Transcript

00:00Today, a big update from Tesla on their very long range semi.

00:04But first, let me remind you what one of the smartest people on planet Earth had to say

00:09about the prospects of long range electric semis just a couple of years ago.

00:14September 2020, Gates wrote, quote, electricity works when you need to cover short distances,

00:20but we need a different solution for heavy, long haul vehicles.

00:25Oh God, this is hilarious, but I'm just going to read the article now.

00:28Like other critics of all electric long haul, such as Nikola founder, Trevor Meltdown Milton,

00:35who I believe at this point in time is doing his best not to drop the soap, we all saw

00:39that coming, Gates believes battery powered cross country trucking is impractical, quote,

00:45the more weight you're trying to move, the more batteries you need to power the vehicle,

00:49he writes.

00:50Now, that's true.

00:51Thank you, Bill.

00:52He continues, but the more batteries you use, the more weight you add and the more power

00:56you need.

00:57Even with big breakthroughs in battery technology, electric vehicles will probably never be a

01:02practical solution for things like 18 wheelers, cargo ships and passenger jets.

01:07So awkward moment, this 18 wheeler right here, more range than any human bladder can handle.

01:16Let's continue this article.

01:17For long haul, Gates points to alternative biofuels and hydrogen, which by the way, certainly

01:21he doesn't have any fingers in any of those pies to his quote unquote philanthropic business

01:26endeavors.

01:27Right?

01:28Right.

01:29Because he wouldn't be talking his own book, would he?

01:30Nah.

01:31Which is typically associated with hydrogen fuel cells.

01:34In this case, Gates supports combining hydrogen with carbon dioxide to produce synthetic gasoline

01:38and diesel, also known as electro fuels, which can then be used in existing engines.

01:44So just to make sure that everyone understands that as embarrassing as it was for Bill Gates

01:49to be wrong, this is the only time he's ever exercised very poor judgment.

01:53Mate, what's this?

01:54Elon Musk disclosing back in 2022 that Bill Gates, to the best of his knowledge, still

01:59had a multi-billion dollar short position against Tesla stock?

02:04Well, simultaneously claiming to want to help with global warming might cause some trust

02:09issues.

02:10Now, duh.

02:11Bill Gates has got to be one of the most braindead quote smart people on the planet to not understand

02:16the optics.

02:17He's out here flying around in his private jet, lecturing people about global warming

02:20and whatever.

02:21Right.

02:22And at the same time, this fucking idiot had a multi, probably still has a multi-billion

02:26dollar short position against the one company that's done more to address global warming,

02:32as they say, than any other.

02:34Even if you think you can make some money on that deal, you're already filthy fucking

02:37rich.

02:38Why?

02:39How dumb do you need to be to not be able to read the room and think, hmm, lecturing

02:42everyone about climate change and global warming and probably you shouldn't have a fucking

02:46gigantic, like record breaking, Guinness world record breaking short position against the

02:51one company that...

02:52Bro, the guy is, you guys understand a bit of physics, probably not all of you, but quantum

02:56superposition being two states at the same time, he's both a genius and a fucking tard

03:00at the same time.

03:01It's amazing.

03:02Although genius may be a slight stretch, but don't worry, those are the only two instances

03:06of Bill Gates demonstrating extremely poor judge, what's this?

03:11Bill Gates met with Jeffrey Epstein many times despite his past.

03:16And if you don't know his past, what rock have you been living under?

03:20So, uh, I think what I was trying to say is, wait, what's this?

03:23In case you need to lose a boner fast.

03:25Oh, how rude and hilarious.

03:28So definitely listen to this guy.

03:31If he ever tells you to do anything that's for your own health and or safety, wait, what?

03:35I'm not going there.

03:36Yeah.

03:37So, um, I think I had a point.

03:38Oh yeah.

03:39That's right.

03:40Bill Gates is very smart.

03:41He used to be a fan of diversification at one point owning 49% of Microsoft, a company

03:47today worth $3.24 trillion.

03:48I'm going to do the math on 49%.

03:51Don't bother.

03:52Cause that's not what he owns anymore.

03:53I've said it before.

03:54I'll say it again.

03:55Diversification is for very smart people like Bill Gates.

03:58Now that I'm done roasting Bill and look, he asked for it, bro, actively short for an

04:03extended period of time against Tesla.

04:05Okay.

04:06Strike one, hanging out with a legit pedo and knowing about this and still strike two.

04:12Misleading dimwits in the general public, safe and effective and for your protection,

04:15not their quarterly profits.

04:16Strike three and being arrogant and dumb enough to go on the record claiming that electric

04:22long haul vehicles ain't going to happen.

04:24The guy was begging for it.

04:25So I'm happy to give him what he was asking for.

04:28Now, Tesla stole the show at the IAA transportation 2024 event.

04:33Let's learn the latest bombshells, and I do mean that on the Tesla semi, that was never

04:37going to happen and isn't practical.

04:39Yeah, by the way, just four years after Bill Gates, famously embarrassing comments.

04:44Hi everyone.

04:45It's great to be here.

04:47Really it's a true privilege for us to get a chance to show the semi off to all of you

04:52and give you just a little bit of a hint of what we've been doing with it in the North

04:56American market.

04:57Yeah.

04:58We really think that we've got a compelling product that when we bring it to Europe, we'll

05:01be welcomed by our customers.

05:03Now, before I get into that, I do want to say that there's a lot of really impressive

05:07stuff here at the show.

05:09Ultimately, frankly, the OEMs have done a great job of putting not just a lot of innovation

05:14and passion into the vehicles, but putting them on the road.

05:16There are respectable volumes of zero emission vehicles, battery electric ones in particular,

05:21on the road now.

05:22And I applaud all the efforts to go and scale as we look forward, whether that's in vehicles

05:27or charging to make Europe transportation zero emission.

05:31Now, we want to be part of this.

05:33Why we're here and why we're interested in Europe is that we want to help leverage the

05:36experience we have, not just with our North American pilot fleet, but also with EVs overall

05:41in order to help accelerate that transition to sustainable energy.

05:45Now, let's talk about the product a little bit.

05:48We understand that the European market is not a monolith.

05:51We understand that countries are different, customers are different, and we look forward

05:55to developing trucks that will be very specific for the use cases of our customers' needs.

05:59Now, what you have to know is that we designed the Semi from day one to be a compelling product

06:06across multiple markets, including Europe.

06:09Now, the truck that you see at the booth today is just one variant.

06:13We adopted our pilot production North American truck for the European market and roads.

06:19Thanks to the 2020 rules, the dimensions and weights directive modifications, the Tesla

06:25Semi will be street legal in Europe and be compatible with European trailers.

06:29Now, we'll be back and we'll bring some other things along that I think will showcase a

06:33little bit more of the variants that we're looking to develop to help best serve a wide

06:36variety of customers in Europe, but we're proud of what we have today.

06:40And when we do come back, we want to make sure we do so in scale.

06:43And ultimately, we want to address the concerns of our customers.

06:46Two of the things that you commonly hear about when it comes to electrification are that

06:50range is not acceptable and that the trucks are way too heavy.

06:53Now, we have been putting a lot of effort in to show that those two things are not necessarily

06:57correct, or at least our product helps address those concerns.

07:00Our 800 kilometre truck, we have done actual demonstrations of, and these masses we think

07:05are competitive and allow for a significant amount of payload.

07:08And when you couple the two together, we believe that we can address a large number of applications

07:12that diesel is successfully doing today, but we can do it at a lower operating cost.

07:17Just want to take a quick pause here.

07:19You'll note the way this is being presented.

07:21As I've said many times, Tesla's never ever been about addressing 100% of every category,

07:27or every vehicle, every use case instead, due to the fact that their brains are too big.

07:32They're looking at addressing the needs of the majority.

07:35Think about the Pareto principle.

07:37They're going after the 80% of use cases, not the 20% of edge cases.

07:42It's a balancing act.

07:43Cybertruck is another classic example of that.

07:44Because they could have released a Cybertruck with a stupidly long range that almost no

07:48people would actually require.

07:49Alternatively, they could address 80% of customers and have the option of a range extender for

07:55those very few rare cases where it's actually needed.

07:58Clearly, this is also the approach for the Semi.

08:00And importantly, the financial case for replacing a diesel Semi truck with a Tesla Semi, as

08:06we're just hearing.

08:07It's an actual no-brainer.

08:08If you're a business and a Tesla Semi can slot into the same routes you're currently

08:14using a diesel truck, a diesel Semi, you'll save stupid amounts of money from day one,

08:19making it an absolute no-brainer.

08:20And this is the whole point.

08:22There's no need to convince people when the numbers speak for themselves.

08:26All other things being equal, there's a much lower energy cost recharging electric

08:30versus using diesel fuel.

08:31But in addition, the number of miles, or in parts of the world where they use a more sensible

08:36unit of measurement, metric system, kilometres.

08:39The more kilometres you're doing per day, per week, the more things are prone to wear

08:44out.

08:45So the less parts, less points of failure, wear and tear, the better.

08:49And electric vehicles have a fraction of the moving parts of an internal combustion

08:53vehicle of any kind.

08:54So the maintenance is significantly lower and the energy is significantly lower.

08:57So your operational costs, all things considered, are significantly lower, making the payback

09:02time very quick.

09:03So again, these things are a no-brainer.

09:06And then of course, there's the climate alarmists forcing companies to start transitioning their

09:10fleets to sustainable forms of transportation anyway.

09:14So I mean, this company is going to have their hand forced even if it wasn't economically

09:17a no-brainer.

09:19Government mandates are also going to push them in that direction.

09:22Now how do you achieve this?

09:23It's through developing a single, optimised, simple platform around battery electric from

09:29day one.

09:30Trying to protect or optimise from multiple powertrain options just introduces drag.

09:35Correct.

09:36Accurate.

09:37It's almost like this guy works at Tesla and has a brain.

09:38Oh wait, he does and he does.

09:40That's why, yes, simplicity.

09:42I've said it many times in the past, but I will repeat it.

09:45Whenever you see a company out here bragging about how many different models and variations,

09:49you idiots.

09:50You want one category killer per category.

09:53Simplicity is key.

09:54You benefit from economies of scale.

09:55A lack of complexity.

09:56Remember, complexity appeals to stupid people.

09:59Think about an iPhone.

10:00Most people watching probably have one.

10:02You basically have the standard iPhone and the big iPhone.

10:05And Tesla Semi, you basically have the standard Semi and the big Semi, as in more range.

10:09That's it.

10:10That's all you need that will meet the needs of most consumers out there, most businesses

10:13out there.

10:14It blows my mind when I see a company announcing, we're going to have 27 new models of electric

10:18vehicle by 2027.

10:19You morons.

10:20Do you not understand that you're self-immolating, you're roasting yourself with this announcement?

10:24The big swinging dick moment from a company is when they say, we are going to make one

10:28product in this category.

10:29We're going to have one or two variations and that's it.

10:32That's how you know they're on the right path.

10:33And all these numbers are more difficult to achieve.

10:36So we encourage everyone to continue to develop purpose-built EV platforms to allow for the

10:41best possible products.

10:42Now, these numbers, particularly the mass ones represent today, but we have more improvements

10:47and there's no exemptions factored in here.

10:49No weight exemptions.

10:50And on top of that, we think that there are additional levers to pull to reduce these

10:54masses even further.

10:55Now the other common refrain that we get from our customers is about charging and the charge

11:00times are too long.

11:02We have successfully demonstrated and deployed megawatt level charging in the field.

11:07It is safe, it is reliable, and it enables a one-for-one replacement of diesel trucks.

11:13We've successfully driven, PepsiCo did a demonstration last year, of more than 1,700 kilometers in

11:19a single 24-hour period.

11:21And that is enabled by fast charging.

11:23This allows the vehicle to get back on the road as quickly as can and go back to earning

11:27money for the customer.

11:29Now it's important to understand what we're really trying to do is ensure that the vehicle

11:33has no dedicated time for charging.

11:35What we want to do is take time where the vehicle would already be stationary, be it

11:39for unloading and loading cargo or when a driver needs to take their break or they are

11:43off duty.

11:44That is when we want to charge the vehicle.

11:46The goal is zero dedicated stops for charging.

11:49Fast charging also enables positive economics and we are seeing lower operating costs in

11:53the trucks that we put in the field today.

11:55Now how do we put this charging to use?

11:57To date, we have driven more than 7.5 million kilometers with the pilot Tesla Semi fleet.

12:02Now this is not the most number of miles by a heavy duty fleet.

12:05Again, I applaud all the work the other OEMs are doing, they're doing great work.

12:08But why are we proud of this number?

12:10It's because we've done it with a relatively small number of trucks in a relatively short

12:13period of time.

12:14And it's because of high efficiency and high range and megawatt charging that that is possible.

12:19Just as a data point, we have a truck in our fleet that is less than a year and a half

12:23into operations.

12:24It has driven more than 400,000 kilometers.

12:27Those are not simulated.

12:28Those are not accelerated.

12:29Those are real world miles.

12:30And those have been all done at North American gross vehicle weight limits to enable 15 million

12:36ton kilometers of work.

12:38Now Tesla...

12:39Bill Gates has left the chat.

12:41That sounds to me like a compelling use case of a real product, an electric 18-wheeler

12:47doing real work.

12:48Just to translate for the folks still using the world's most embarrassing measurement

12:52system, 400,000 kilometers in 18 months is roughly 250,000 miles.

12:58That ain't no joke.

12:59Tesla wants to put its money where its mouth is.

13:02And we put these trucks today into our existing operations.

13:05We haul battery packs out of our factory in Nevada to support vehicle operations down

13:08in California.

13:09And we do this one for one with diesel.

13:12There's no compromise in schedule and no compromise in payload in order to make this happen.

13:17So we get to replace diesel at a lower operating cost.

13:20If you own Tesla stock, this is very good.

13:22One of the millions of ways Tesla can save costs and overhead, replacing the diesel vehicles

13:27they were previously using with their own electric semi-trucks.

13:31Now in addition to having this, we have to make sure the vehicle is actually capable

13:34to do that job.

13:36And we put them to work.

13:37We go up some serious grades.

13:39About two years ago, we did a demonstration where we took our drive, where we took the

13:43truck out for an 800 kilometer drive with no charging, successfully demonstrated it.

13:48As part of that, we did this pass, it's called Tejon Pass, more commonly known as the Grapevine,

13:53and it's significant.

13:54But we know that the European market has its fair share of grades as well.

13:59And Brenner, which we plan to demonstrate at some point, is definitely notable.

14:03Why are we confident that the semi is going to work in these applications as well as others?

14:08Because this is the grade that we do every day, multiple times a day.

14:13This is Donner Pass in California.

14:15It's a great proving ground.

14:16You've got different traffic types, different weather conditions, different grade pitches

14:19along the way.

14:21It's a grueling, wonderful, Goldilocks route where we get to really stress the truck in

14:25a variety of applications.

14:27We're confident that the work that we are doing in North America is applicable to the

14:30strenuous areas of Europe.

14:32We take our truck and we climb heavy grades in high heat, 45C, down and outside of Las

14:37Vegas, Nevada.

14:38We go to Alaska, we climb high grades in minus 20C.

14:41We go park the truck and let it sit out in minus 40C.

14:44We are doing this work and we understand that Europe is not constant and there will be unique

14:47challenges to the market, but I want to reassure you that we are stressing the vehicle and

14:51the systems so that we're confident when we do come here, it will get the work done for

14:55the customer.

14:56Now, electrification introduces a major improvement in terms of efficiency.

15:01The baseline, you know, diesels over time have actually significantly improved in terms

15:06of efficiency.

15:08There has been market improvement and that should be applauded, but electrification introduces

15:13a step change here, and the common industry numbers that we see are starting to approach

15:17100 kilowatt hours of energy in order to travel 100 kilometers.

15:21We are actively using the Semi and demonstrating that it is capable of 100 kilowatt hours per

15:26100 kilometers, and when we come back with a high volume version of this truck, this

15:30number is going to continue to improve.

15:32Efficiency is key.

15:34It results in lower battery mass, lower battery cost, and thus enabling better economics for

15:40the customer to reduce pricing and increase capability.

15:43Yeah, in other words, it's already a no-brainer, even at low volume, but as these things scale,

15:48more costs are driven down, energy density of batteries improves, some mass is removed.

15:52Tesla Semi is going to go from a no-brainer to a giga no-brainer.

15:56People don't seem to be thinking about this, but there's going to be near infinite demand

15:58for these things for years to come.

16:01If your job in a business is to save the business money and you operate a fleet of diesel vehicles

16:05today and you look at the economics of a Tesla Semi, first you're going to shit a fucking

16:09break, then you're going to go running to your boss's office going, hey boss bro, I'm

16:12going to save you a fuckload of money.

16:13You're going to get a nice pat on the back.

16:15The bigger the business, the larger their fleet, the more significant the financial

16:19impact of shifting from diesel semi trucks to electric in particular Tesla.

16:22Now, it's important to understand there are other electric semi trucks on the market.

16:27Most of them have piss poor range and aren't brilliantly engineered.

16:30If you're a fleet owner and you're looking at the economics, the efficiency of the drive

16:35train, the total mass of the vehicle, the kilowatt hours per kilometer or mile is what

16:41matters most to your total operating costs.

16:44So the company that can engineer the most efficient vehicle, that would be Tesla, is

16:48going to have the most financially compelling product.

16:51And unlike consumers who may be buying vehicles to compensate for a lack of inches in one

16:56place or another, or to signal to the world a certain level of perceived status and or

17:01security, commercial customers don't give a shit about that.

17:04They care about the bottom line.

17:06Now, we put all of that efficiency into the field and we put the semi across a variety

17:12of different duty cycles, whether that's light or medium or heavy.

17:15And now this is actual data from our North American fleet, so you'll see the numbers

17:20tend to correspond to North American limits, but it is very much applicable to how we expect

17:25vehicles to run into a wide variety of applications that our customers are going to put the semi

17:29in in the future.

17:31And again, as we get more efficient, these numbers will continue to improve.

17:35Now it's one thing to deliver a very capable semi, a very capable heavy truck, but it has

17:40to be reliable.

17:41It's got to stay on the road.

17:42And thus far, the fleet, the semi pilot fleet that is in operation is currently showing

17:47more than 95% uptime.

17:49We use Tesla's vertical integration, starting all the way up at the design teams and working

17:53through manufacturing and supply chain production and down to service to create a product that

17:58not only is reliable, but also one that allows us to get the vehicle back to the customer

18:04faster.

18:05We understand that time is of the essence.

18:08We can't take a truck down for an elongated repair job.

18:11And by the way, that 95% number includes both unscheduled and scheduled maintenance, as

18:15does the fact that our key to key time, the amount of hours that it takes to take a truck,

18:21repair it and get it back is less than 24 hours in nearly 70% of the cases in the current

18:26fleet.

18:28So this is what we are looking to continue to improve to ensure that our customers can

18:31get their vehicles back on the road and back to work.

18:34Now as we look to come to the European market, we'll make sure that our customers have the

18:39service partnership that they need, whether that is something that Tesla does directly.

18:43We work with third party services or something where a technician that works at a customer's

18:49site is equipped in order to work on the semi directly.

18:52We see the diverse service needs and the European market is incredibly nuanced.

18:56We really respect that and the number of solutions that are out there are tremendous

19:00and we want to fit into those solutions so that the customer has the best tool to do

19:04the job.

19:05Now, we have shown that electrification is technologically ready, but how do we bring

19:10this to scale?

19:11What do we need to do?

19:12Well, Tesla is delivering additional trucks to PepsiCo, our launch partner throughout

19:16this year, but then we're actually starting to introduce through the end of this year,

19:21additional new customers that are going to get a chance in North America to experience

19:24a semi firsthand and a full ownership experience.

19:26But that's just this year.

19:28What we're really looking forward to is high volume.

19:30Now we are constructing a factory outside of Reno, Nevada, near one of our existing

19:34plants that will be capable of building more than 50,000 units a year.

19:38We look forward to-

19:39Now 50,000 units a year may not sound like a huge number, but remember the average selling

19:44price of these is many times that of say a Model 3 or a Y or even a Model S or X.

19:51...production throughout.

19:52We see that Europe is the next market following the ramp in North America.

19:55Now, I haven't seen this presentation.

19:57Maybe he'll share numbers, but we just heard 50,000 per year capacity in the US, then Europe,

20:02so spoiler alert, add another 50,000 a year.

20:06So we're now looking at 100,000 units per year of global Tesla semi production.

20:10Well, that's just based on one factory in the US and one somewhere in Europe.

20:14Let's do some numbers since we've got a nice round number, 100,000 semis.

20:19Given these things are 200,000 US dollars a pop, or use your own number, that would

20:23be $20 billion a year of revenue.

20:27If there's a 20% margin on those, that's $4 billion a year in profit, a billion dollars

20:31a quarter.

20:32This is a seriously large project.

20:35Tesla's entire business today is roughly $100 billion in revenue per year.

20:39This could be a 20% increase on that.

20:41And I don't know if it's going to come up in this talk, but you know the whole autonomy

20:45thing and vehicle platooning that was previously discussed?

20:48This is not including any software revenue.

20:51Imagine the transformation, the shift, and being a semi-driver turning instead into an

20:55operator where software is doing most of the driving work.

20:58And imagine Tesla's charging per month for that software on a fleet of, let's just call

21:04it, 100,000 of these vehicles per year.

21:05Over the next decade, that could be a million of these things on roads.

21:08Numbers get pretty fucking insane.

21:09And again, unlike a consumer decision to buy a vehicle for personal use, consumers are

21:14a lot more sensitive to interest rates and economic conditions.

21:18If times are difficult economically for a business, there's more incentive to invest

21:22in stuff like electric semis to replace your diesel vehicles because you will instantly

21:26save money.

21:27Consumers will be like, oh, I can't afford a vehicle, I'll wait a few years to buy one.

21:29A business is like, oh shit, tough times, rates are high, better replace those extremely

21:34expensive diesel vehicles with some electric vehicles and save some money.

21:38Now what does this scale do?

21:40What this scale does is allows us to industrialize and bring capacity to the semi that lowers

21:45our cost that we can pass on to our customers so that when they make an investment, when

21:49they buy a semi, they can pay that back substantially faster than a traditional fleet turnover time.

21:55The end result is a positive economic experience for our customers.

21:58We aim to be as competitive at an upfront price with diesel as possible in order to

22:04accelerate the adoption of electric trucks as quickly as we can.

22:08Again, this is unlocked through Tesla's deep vertical integration.

22:11And we will plan to leverage this into multiple variants.

22:13Again, you're seeing one today, but we'll be taking on a wide variety of applications

22:17and vehicle types.

22:18Wait a second here, wait, wait, wait, wait, wait, wait, I need to process this.

22:23He just said wide variety of vehicle types.

22:26He's not talking about a long range and a less range, but no, no, no, no, no, okay.

22:29There's probably two variations of the semi, e.g. the 18 wheeler.

22:32I'm going to listen to that again.

22:34I think that we may just low key have heard about a bunch of additional commercial products

22:38in Tesla's pipeline to address other needs.

22:41But he low key just let slip that Tesla's going to enter this market as well.

22:45Now I've said it before, but there's obviously at some point going to be a Tesla van.

22:49This is a lot of the last mile sort of delivery stuff.

22:51You've got 18 wheelers delivering huge amounts of cargo between cities, major hubs.

22:55Then typically that ends up on one of these and then gets to somebody's doorstep.

22:59Let's listen to that again.

23:00Price with diesel as possible in order to accelerate the adoption of electric trucks

23:06as quickly as we can.

23:07Again, this is unlocked through Tesla's deep vertical integration.

23:10And we'll plan to leverage this into multiple variants.

23:12Again, you're seeing one today, but we'll be taking on a wide variety of applications

23:16and vehicle types.

23:17Yo, this is crazy, dude.

23:19A wide variety of vehicle types does not sound like a wide number of variations on a single

23:24vehicle type, e.g. multiple variations on the semi itself.

23:28Now it is possible to play devil's advocate here.

23:30Maybe somehow, cause my brain's really small, so I can't figure it out, but maybe Tesla

23:34somehow thinks that they can use the semi itself to take on a bunch of other vehicle

23:40types, like somehow disrupt delivery vans and those really light duty trucks as well

23:44with the semi.

23:45It's possible.

23:46That's what he meant, but I'm giving that about a 0.4 to 0.69% probability.

23:50It sounds very much like Tesla intends on producing a range of commercial vehicles starting

23:55with the semi and then eventually a number of other commercial vehicles as well.

23:59What do you guys think?

24:00Is that the way that you interpret his comments?

24:01Did we just hear about a range of Tesla commercial vehicles in the pipeline, e.g. commercial

24:06van, smaller truck, and so on?

24:08Or am I just hallucinating?

24:09Dude, this is big.

24:11So coming soon, possibly, a Tesla baby truck, I don't even know what these things are called,

24:15like a light, light duty truck, a commercial van, obvious things are obvious, plus the

24:20semi, at least the long and the moderate range variation, what else could possibly be around

24:25the corner?

24:26Was he meant to say that out loud?

24:27Were we, were we meant to be able to see this presentation?

24:30I mean, he kind of, he's talking to commercial customers, right?

24:32Maybe we weren't meant to be a fly on the wall.

24:35This is why it's always worth watching everything that's being said by anyone working at Tesla.

24:39In these kinds of presentations, this is huge, bro.

24:41We've just heard about a bunch of new products in the potential pipeline.

24:45And I do just want to remind everybody that autonomy is just around the corner.

24:48So when you think about future products, think about autonomy's role in these as well.

24:53Now, it's one thing to scale a vehicle.

24:55It's an entirely other thing.

24:56We also have to scale the charging infrastructure.

24:58Now we're going to make sure that the customers have the charging solution that they need.

25:03That could be a depot charging, which we have experience with deploying with PepsiCo in

25:07our own operations, for example.

25:09Or it could be something more akin to the public supercharger network that you might

25:12be familiar with.

25:13We're going to make sure that the customer has what they need to do the job.

25:16And that means we'll also ensure that there is compatibility with the other third party

25:20networks and public networks that are coming online in Europe.

25:23We want to make sure our customers have the tools they need to do the job at the time.

25:27And that includes interoperability with other charging networks.

25:31But we are using our experience at deploying more than 50,000 DC chargers worldwide to

25:35drive down the cost of deployment and equipment to ensure the lowest possible charging cost

25:41for our customers.

25:42Now, this is just one piece of it.

25:44Ultimately, we need a lot of partners along the way in order to make this happen.

25:49So I call on the charging providers to continue to scale.

25:51I call on the policymakers, please work with us, work with the other charging providers

25:56to reduce the burden, to reduce the effort and cost in order to put charging in the ground.

26:01I call on the other OEMs to continue to make very compelling EV vehicles that allow for

26:07mass adoption quickly.

26:09We are really excited to bring the Semi to Europe.

26:12We think that it can blend low cost, high capability and long range into a unique product

26:17that addresses a wide variety of needs and applications within the European market.

26:22And we are excited to come along with everybody else here in moving towards a zero emission

26:26future and accelerating the world to sustainable energy and transportation.

26:30The future is electric.

26:32Thank you very much.

26:33Bill Gates has left the chat.

26:34Now, holy shit, dude, my head's kind of still spinning from this.

26:37Multiple variations on new products in the commercial transportation space.

26:42Let the speculation begin.

26:43So definitely didn't see that one coming.

26:45Here I was thinking I'd be seeing a few details about Tesla Semi, the progress they'd made.

26:50Interesting to know they replaced the diesel trucks in their own fleet.

26:53Cool.

26:54And out of abso-fucking-lutely nowhere, a range of new vehicles.

26:58So nice to know 50,000 units per year of Semi planned in the U.S. and then the next

27:03factory will be in Europe.

27:05Might be worth adding those to your Tesla valuation models.

27:08Damn.

27:09Want more content?

27:10Early access?

27:11Bunch of perks?

27:12Click the links in the pinned comment.

27:13AG1 is awesome.

27:14I've been taking it daily now for more than three years.

27:18It's a great way to fill in nutritional gaps.

27:19It's packed full of vitamins and minerals and whole food source nutrients.

27:23Plus has prebiotics, probiotics and adaptogens to improve gut health, regularity and help

27:28your body handle stress.

27:29I'm always looking for an edge to help me feel and perform my best, which is why I haven't

27:33missed a day of AG1 for more than three years.

27:36And I haven't missed a daily video in more than three years.

27:39Must be a coincidence, right?

27:40Just try it and see how you feel.

27:42Click the link in the pinned comment or head to drinkag1.com and get yourself a free one

27:47year supply of vitamin D3 plus K2 and 5 travel packs.

27:51But don't take my word for it.

27:52This is what viewers of the channel had to say after trying AG1.

27:55I feel like I have a lot more energy since I started on AG1.

27:59By the way viewer, that makes two of us.

28:00On to the next.

28:01Just got my AG1 in the mail.

28:02Legit feeling the effects after day three.

28:05This viewer has been taking AG1 for eight months and says, what an investment.

28:09Another.

28:10Three months ago, I started AG1 and have been enjoying the evenness of alertness and energy

28:15that lasts the day.

28:16Just started the wife on it too.

28:18Are you convinced yet?

28:19I mean, hey, it's worth trying, right?

28:20Click the link in the pinned comment or head to drinkag1.com.smr or I can keep going.

28:25Plenty more to come.

28:26This viewer after about a month on AG1, definitely a lack of fatigue in the afternoon.

28:31Pleasant side effect is that my coffee intake has imploded and is almost down to zero.

28:36One more.

28:37Yeah, why not?

28:38I honestly feel younger and will be continuing to use AG1.

28:40This stuff really is crazy good.

28:42I didn't think it would be, but this stuff is awesome.

28:45It really is what everyone is saying.

28:47One more.

28:48Don't mind if I do.

28:49I've just received my third month supply.

28:50I've drank it every day.

28:51I have so much energy throughout most of the day.

28:54I'm productive, started a new business, started socializing, refurbished a boat.

28:58It's no coincidence.

28:59Thank you for your persistence, your integrity, and your insights.

29:01Now look, these are not my words.

29:02These are not my testimonials.

29:03This is what you guys and girls are saying.

29:05Maybe it's 100% placebo effect, but even if that's the case, I think it's money well

29:09spent.

29:10Click the link in the pinned comment or head to drinkag1.com.smr and get yourself a free

29:14one-year supply of vitamin D3 plus K2 and five travel packs.

29:18If you're still skeptical, hey, I don't blame you.

29:20Everyone on the planet seems to be promoting AG1 now, but guess what?

29:23They weren't nearly three years ago when I had this to say privately to my Patreon audience

29:28before there was a relationship, when I was asked about what I was doing for my health,

29:31energy, and so on.

29:32Just sharing my genuine, honest thoughts about a product I'd recently discovered that was

29:36at the time called Athletic Greens, now AG1.

29:39If I could only recommend one supplement to take, Athletic Greens, and I'm not getting

29:43paid to say this.

29:44Athletic Greens is a fucking game changer.

29:47I cannot believe how effective this is.

29:49No longer having a lack of energy in the afternoons.

29:52It's fucking amazing.

29:53There's only one thing to recommend, seriously.

29:54Try Athletic Greens.

29:55You won't go back.

29:56So obviously, just like Elon Musk is a liar, a fraud, a conman, a scammer, a fake engineer,

30:00and Tesla's going bankrupt, you shouldn't trust that guy from about three years ago

30:03who, without any financial incentive, was promoting this product to his audience on

30:07Patreon when they were asking about health and what he's doing for supplements.

30:10Because obviously, there was some other reason he recommended that, obviously.

30:14Not sure what it was, but don't trust that guy.

30:16And all the testimonials, like my mental game has improved with AG1.

30:19I feel better than ever.

30:21I'm so impressed I've bought it for both my parents.

30:23I feel more focused and have better digestion.

30:26Incredible difference.

30:27No more afternoon fatigue.

30:28It's relieved gut issues.

30:29These are all just, obviously, fake testimonials from fake people.

30:33Right?

30:34Wrong.

30:35Just try it.

30:36Unless you hate yourself.

30:37If you hate yourself and you don't even want to risk possibly feeling better, this is not

30:40for you.

30:41But for everyone else.

30:42What's the worst that could happen?

30:43Well, see how you feel.

30:44It's a no-brainer.

30:45Just click the link in the pinned comment or head to www.drinkag1.com.smr.

30:47You'll get a free 1-year supply of vitamin D3 and K2, plus 5 travel packs.

30:51And you'll take the colossal risk that maybe you might have a similar experience to some

30:56of the people whose testimonials we've read in this video.

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