[hkdobrev]

Many misleading statements here:

1. Semi is not dependent on 4680 batteries. And that's still a minority of the battery mix they use. 4680 form factor is still limited to Cybertruck and some Model Y production.

2. Semi has been in initial and testing production, only selling to customers close to the factories and engineers so they could service them quickly, learn and adapt new models.

3. More new Semi trucks have been recently delivered to Pepsi and internally to Tesla.

4. "On track" compared to previous released information from last few quarters.

Semi is still a small part of the business and not as prioritised as it takes a lot to develop a new program for big trucks when the company hasn't been in that niche before. At the same time they are developing various charging solutions with customers and on their routes before they rollout. Still learning from customers and drivers what is the best utilisation for these products.

[Faaak]

I still don't get why they prioritised the cybertruck Vs the semi... Makes no sense at all. Markets are way different in size, I guess margins too. A shame really

[TheAlchemist]

Maybe because the Semi is not a viable product at all ?

This is a truck, that is 7 years after unveil and they still did not communicate the most important metrics for a truck, about it's weight and hauling capacity.

[schmidtleonard]

Low volume halo products make good testbeds. Stainless steel, 48V, etherloop, steer-by-wire. Better to "learn things" on fat margins and low volume than to jump the gun on Model 2 and Robotaxi and "learn things" on thin margins and high volume.

[grecy]

> Low volume halo products make good testbeds

Keep in mind that "low volume" product is already the best selling EV pickup in the US...

https://qz.com/tesla-cybertruck-ford-f150-lightning-electric...

[windowshopping]

Musk's ego

[chairmansteve]

There's a bunch of douches who will buy the cyber truck no matter how bad it is. But semi customers require something fit for purpose.

[decafninja]

It’s a mobile idol to Musk. When the Pharoah commands you to build his pyramid, you obey the Pharoah.

[qwerpy]

Don't believe everything you read on the internet, especially the places pushing an agenda. As a self-described non-douche (at least, I don't go around judging people simply for buying a particular model of car), the CT is actually quite a good vehicle. I've had mine for a few months now and really like it. Granted I don't use it much for "truck" stuff but it has been a fantastic family car and the attention it gets is incredible.

[FireBeyond]

> Semi is not dependent on 4680 batteries

But they obviously have SOME capacity to make Semi batteries. But just... haven't?

> only selling to customers close to the factories and engineers so they could service them quickly, learn and adapt new models.

Weird that Musk said they had battery capacity issues, then, not this?

> More new Semi trucks have been recently delivered to Pepsi

Pepsi has said they've moved on. Tesla might have done so as a goodwill measure, who knows.