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by omgwtfbyobbq 20 days ago
Tesla's EV is worth about the same as the the EV of the term biggest car companies combined. It is highly speculative, but their current new product is the Semi, which started volume production last month, and they have the robotaxi and Optimus in the pipeline.

One advantage they have over other manufacturers is their willingness to move into (and out of) adjacent verticals to optimize product cost/design/etc.

They could be beaten by EVs from China/etc, but only time will tell.

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European truck manufacturers like MAN and Scania have already had electric semi-trucks on the market for years. And they are selling, the Danish transport giant DSV alone has 400 driving around Europe.
That's about what one company ordered last month (370).

https://www.teslarati.com/tesla-massive-order-semi-370-units...

It looks like MAN/Scania combined production last year, including buses, was about 1000.

https://www.sustainabletruckvan.com/traton-scania-man-electr...

Estimates for semi production this year are 5000-15000.

https://sherwood.news/tech/what-we-know-about-teslas-semi-tr...