261–270 of 279 posts
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ugh we are talking about SEMI TRUCKS
Brah, maybe you should try some WORRY BEADS. People find them relaxing. Embrace the reality that Volvo builds lots of electric heavy vehicles. You'll feel better. Hang in there. Tesla deprogramming takes patience and time.
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Brah, maybe you should try some WORRY BEADS. People find them relaxing. Embrace the reality that Volvo builds lots of electric heavy vehicles. You'll feel better. Hang in there. Tesla deprogramming takes patience and time.
this is called moving the goalposts. if everyone making electric semi trucks is doing so in low volume and only the last year or two, then its silly people are getting bent out of shape about this
You said, "Volvo has possibly not delivered any?". And you said, "I'm not saying the trucks don't physically exist, just that I can't find evidence of deliveries to customers."
You're flat wrong, aren't you. Admit to it. It will be a weight off your shoulders.
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Just because it's from a self-described short seller doesn't mean it's not factually true. Short sellers obviously are incentivized to be uncharitable and focus on the negatives, but that also serves to bring the negatives to light where they might otherwise stay buried. We benefit from hearing both sides, especially if we're holding TSLA or considering trading.
this is mental gymnastics. i really think HN would be better with a reputation system so that posts like these will be checked for accuracy after the fact. accounts that accumulate tons of wrong predictions can be labeled and easily ignored. it would help with this problem where a huge wave of the same wrong opinion floods the comments and everyone else gets greyed out. why do we let wave after wave after wave happen…
> Tesla uses the the tri-motor system from the Models S/X Plaid on one axle of the Semi, which seems both dangerous and needless, given the lack of concern among Semi users for quick acceleration Jay Leno did an interview with one of the Tesla Truck engineers the other week, I believe he mentioned each axle is geared differently. One specifically for highway speeds and the other one disconnects for optimal efficiency…
I love the assumption here that truck drivers just aren’t interested in better acceleration.
The author clearly has an angle here. Tesla's obviously in some kind of beta mode. They've even said (in the Leno episode) they're going to rev the thing before going into full production. Plus battery degradation is well understood. Plus it's known there are multiple range editions of the Semi, they aren't all the 500mi version. Also obviously the taxpayers aren't paying for this vehicle program somehow. Wait a year…
He's in finance, and is probably short/looking to short TSLA. It's not sinister.
Many people here dismissing the article, that's totally fine. It's unsourced. Other people may have interest in the struggles. The fact that this vehicle was supposed to be in production by now is relevant. Why isn't it?
>Also obviously the taxpayers aren't paying for this vehicle program somehow
If Pepsi is getting any kind of subsidy, then yes, the tax payer is paying for it. This would be surprising to you?
This seems kind of par for the course. What I find strange is that there are busses[1] operating economically with similar time of use (but not top speed) requirements. The whole "car parts scaled up to truck size" is super on brand for their chief technologist. I'm also seeing a bunch of Rivian trucks and Ford E150 lightnings on the roads around the Bay Area which, for me, doesn't bode well for the launch of the Tes…
I think Ford only sold ~3,700 Lightnings in October. I bet Tesla is selling CT at a much faster rate than that by February. Of course, that ultimately depends on price and what trims are available.
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This is about large battery powered EVs, not grid powered ones. Also, it doesnt matter if you can swap a battery, or charge a fixed one in a microsecond. the problem is the opportunity cost of using a lot of battery to electrify one vehicle instead of hybridizing many more EVs by taking away batteries from hybrids are bad.
Thanks for the explanation. Curious if there are any truck manufacturers making hybrids? Is there a Prius equivalent of trucks?
Where hybrids shine are in heavy vehicles that do a lot of stop and go -> urban delivery trucks and contractor vehicles. This is where all out effort of electrification should start with, hybridizing these vehicles.
Also, if you're serious about CO2 emissions, the most effective way to decrease them is to enforce lowered speed limits.
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Which problem? Please be more clear, more specific instead of using slogans. As I understand you want to cut emissions, reduce it to zero. Fine. EV vehicles generally, and EV semis in particular, are a massive impediment to the rapid decarbonization of the transportation sector. Why? 1. A large EV semi has a gargantuan amount of batteries. 2. Batteries are a finite resource, limited by our ability to produce them. 3.…
One zero emission truck is worth about 40 zero emission cars in terms of grams of CO2e. And diesel trucks cannot go zero emission. So this makes no sense to me.
One EV truck = x amount of batteries. Per the article, 700kWh
One F150 hybrid [1] = y amount of batteries. Per Ford, 1.5 kWh [2]
One EV truck = x/y F150 hybrids, or 500 pickup trucks.
500 hybrids pickups are sacrificed to make one Tesla EV semi.
Now, look up the amount of miles driven by your average delivery guy. This guy probably has the worst fuel situation on the road. Heavy vehicle. Stop and go. Urban.
I'll be nice and assume 15000mi, what the DOE estimates for the average commuter
Subtract fuel consumed by Amazon guy on regular F150 (18mpg) vs hybrid F150 (25 mpg) on 15000 miles. 233 gallons.
Multiply by x/y. 500x233 This is the fuel saved by hybridizing. 116 000 gal
116 000 gallons of fuel. I actually didn't believe this, so i did the math twice.
A YEAR
In a year, on average, a semi goes through just less than 10 000 gallons of fuel. [3]
So the single EV truck costs 11X more fuel than the fleet of 500 delivery vehicles that could been built with its battery pack.
Note, that this analysis is incredibly favorable to the EV semi as it assumes there is no CO2 emission from charging it. The batteries magically recharge. This is grossly untrue. Nor am I considering that truck batteries aren't going to last very long.
[1] F150 is used because it comes in regular, hybrid and EV trim, and is roughly the size category that an amazon or FedEx delivery truck.
[2] https://www.ford.com/cmslibs/content/dam/brand_ford/en_us/br...
Earlier quoted context omitted.
Which problem? Please be more clear, more specific instead of using slogans. As I understand you want to cut emissions, reduce it to zero. Fine. EV vehicles generally, and EV semis in particular, are a massive impediment to the rapid decarbonization of the transportation sector. Why? 1. A large EV semi has a gargantuan amount of batteries. 2. Batteries are a finite resource, limited by our ability to produce them. 3.…
One zero emission truck is worth about 40 zero emission cars in terms of grams of CO2e. And diesel trucks cannot go zero emission. So this makes no sense to me.
EV cars are terrible for CO2 emissions. because their battery packs are too big.