Pepsi probably bought their delivery slot for the publicity more than the trucks being practical. It isn't like they got the first delivery slot by finding a golden ticket in a chocolate bar.

The thing you're missing, and most folks in this thread are missing is... there's already a bunch of electric semi's out there available for purchase right now.

Nobody is buying them (by nobody I mean so very few...). If Pepsi really thought electric was the way to go, they would already be doing it.

Tesla's semi is going to be a major flop...

Their range is awful that's why. Most of them have ranges with less than half of what the Tesla Semi has.

They have already sold a bunch of these. Close to 1000 units now I believe. Pepsi ordered 100 of them.

A pre-order based on a marketing prototype is not a real sale.

It doesn't until there are negative externalities, you know, like labor retention rates, that cause those transport costs to go back up.

Tesla might be able to sell some of these to some companies for a while, because brand recognition and Elon stans in purchasing positions. That's not really a good strategy for long term growth, and Tesla can't just will an automotive niche into existence.

This guy genuinely has no clue what labor retention rates are. He thinks an unsafe truck that saves a tiny percentage of money will actually save large corporations cash on their bottom line