What is the Tesla Semi?

Q13019 answers2017-2026
Short answer

He argues that trucking is decided by cost per mile, so any company that does not adopt a cheaper electric semi will lose out.

From his 2024-10-23 answer in Tesla Q3 2024 earnings call (2024). Summary is ours; see the quotes below.

All 19 answers, oldest to newest

🎙 Interview · 2017-11 · Tesla Semi & Roadster Unveil · asked by Tesla · watch at 4:25 · transcript ·
He said the Tesla Semi goes 0 to 60 in five seconds.
"The Tesla Semi will go 0 to 60 in five seconds."
🎙 Interview · 2017-11 · Tesla Semi & Roadster Unveil · asked by Tesla · watch at 22:17 · transcript ·
He said from day one a Tesla Semi will beat a diesel truck on economics.
"from day one having a Tesla semi will beat a diesel truck on economics."
𝕏 post · 2018-02-24 · @elonmusk on X · asked by @ElectrekCo · open post ·
Says he is optimistic about beating the Semi specs announced at the unveiling for the same price.
"Am feeling optimistic about beating the Semi specs announced at the unveiling for the same price. The Tesla Semi will be something really special."
🎙 Interview · 2018-05-02 · Tesla Q1 2018 earnings call (2018) · asked by Tesla Investor Relations · watch at 56:08 · transcript ·
He says commercial trucking is driven by cost per mile, not looks.
"what is the cost per mile? A kilometer of cargo. And that drives the commercial trucking market."
🎙 Interview · 2018-05-02 · Tesla Q1 2018 earnings call (2018) · asked by Tesla Investor Relations · watch at 56:28 · transcript ·
He says the Semi will take quite a bit of revenue from railways.
"I think it will take away quite a bit of revenue from railway"
🎙 Interview · 2018-05-02 · Tesla Q1 2018 earnings call (2018) · asked by Tesla Investor Relations · watch at 53:32 · transcript ·
He says economics are fundamental for heavy-duty commercial trucking.
"with commercial trucking, like a heavy duty semi economics are fundamental to that situation."
🎙 Interview · 2018-05-02 · Tesla Q1 2018 earnings call (2018) · asked by Tesla Investor Relations · watch at 57:08 · transcript ·
He expects truck platooning to affect the rail industry negatively.
"So I think platooning of trucks will quite dramatically affect the rail industry in a negative way."
🎙 Interview · 2018-05-02 · Tesla Q1 2018 earnings call (2018) · asked by Tesla Investor Relations · watch at 55:30 · transcript ·
He says a 50% rise in diesel costs destroys trucking companies' business.
"if the cost of Diesel goes up 50%, it just destroys their business."
🎙 Interview · 2018-06 · Tesla Shareholder Meeting 2018 · asked by Tesla · watch at 13:47 · transcript ·
He said production of Model Y, and something similar for Semi and Roadster, was targeted for the first half of 2020.
"basically first half of 2020 for production, model Y, something similar for semi and Roadster."
🎙 Interview · 2020-07-22 · Tesla Q2 2020 earnings call (2020) · asked by Tesla Investor Relations · watch at 35:35 · transcript ·
He says nickel-based cells have higher energy density and are needed for something like the Semi.
"Obviously those are needed for something like a semi"
𝕏 post · 2022-08-10 · @elonmusk on X · open post ·
Says the 500-mile Tesla Semi starts shipping this year, Cybertruck next year.
"Tesla 500 mile range Semi Truck starts shipping this year, Cybertruck next year"
𝕏 post · 2022-10-06 · @elonmusk on X · open post ·
Announces start of Semi production with first deliveries to Pepsi on Dec 1 (2022).
"Excited to announce start of production of Tesla Semi Truck with deliveries to @Pepsi on Dec 1st!"
𝕏 post · 2022-11-27 · @elonmusk on X · open post ·
Reports a 500-mile drive by a fully loaded Semi.
"Tesla team just completed a 500 mile drive with a Tesla Semi weighing in at 81,000 lbs!"
𝕏 post · 2023-09-11 · @elonmusk on X · asked by @herbertong · open post ·
Says Gates called the Semi impossible while it was already being driven across the country.
"Gates also said the Tesla Semi was impossible, even though it was literally being driven all over the country."
𝕏 post · 2024-09-18 · @elonmusk on X · open post ·
Says the Semi has more acceleration, uphill power and safety features than diesel trucks.
"Compared to diesel, Tesla Semi trucks have a lot more acceleration, uphill power and computer-controlled safety features like jackknifing protection, so both more fun and safer to drive"
𝕏 post · 2024-10-15 · @elonmusk on X · open post ·
Says Tesla Semi will be available worldwide.
"Tesla Semi will be available worldwide"
🎙 Interview · 2024-10-23 · Tesla Q3 2024 earnings call (2024) · asked by Tesla Investor Relations · watch at 46:32 · transcript ·
He argues that trucking is decided by cost per mile, so any company that does not adopt a cheaper electric semi will lose out.
"if you've got a semi where the fully considered cost per mile or per ton of transport is better than say diesel truck, any company that doesn't adopt an electric semi will lose."
𝕏 post · 2025-08-11 · @elonmusk on X · asked by @Teslaconomics · open post ·
Predicts Semi volume production next year (2026).
"Tesla Semi will be in volume production next year"
🎙 Interview · 2026-10-22 · Tesla Q3 2026 earnings call · asked by Tesla Investor Relations · watch at 6:47 · transcript ·
He said Tesla began Semi production in Q3 2026.
"We also began production of the Tesla semi truck in Q3"

Last updated: 2026-10-22 (newest answer).

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