Tesla Semi, a Deep Dive
I work with very large fleets making and selling software to them.<p>Basically none of them are operationally able to go from 15 minute diesel fill ups on any corner to the infrastructure and load planning EVs require. Like they literally don’t have the software or expertise to plan the loads around electric needs without losing money on every load.<p>Trucking is a single digit percentage margin business. These trucks are more expensive, require infrastructure that doesn’t exist, charge slower, and don’t go anywhere near as far as diesel trucks. And no fleets in North America are ready to figure out converting a 2000 mile long haul over the road route into 5 400 mile EV relays.<p>Short haul loads? Sure. In places that demand EV on certain timelines (like California).<p>But for everything else, these vehicles require a fundamental reshaping of transportation in America. Not saying that’s not possible, but it ain’t happening any time soon.