Tesla Semi: California provides $200,000 subsidy for every truck registered in state

Investment Analysis Clubs Macro Economic Trends and Risks
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{{ Musk has described the Semi’s economics as a straightforward case. “The Semi is a TCO no-brainer,” he said, noting the total cost of ownership is “much, much cheaper than any other transportation you could have.” At under $300,000, the truck costs roughly double a comparable diesel, but California’s $200,000 per vehicle subsidy has driven over 1,000 state orders alone. }}

That subsidy should sell a lot of trucks.

And of course, with the spike in diesel fuel prices, the Israel-Iran War is selling a lot of EVs

intercst

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I don’t spend as much windshield time now that I’ve been retired since ‘02, but I am seeing more of the odd Tesla Semi’s on the highway, hard to miss, actually, so maybe that subsidy is having an effect…. But I see a lot of the cars, too, one the other day had a nice Ford emblem on the rear hatch.. :slight_smile: Northern California, Sonoma, Marin, Napa counties…

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I guess they aren’t in a hurry to deliver all of that value to customers.

Too much cash to be made with Cybercabs in the parking lot, maybe?

Found on the web after today’s earnings:

Earlier this year Tesla said they would start volume production of the Tesla Semi this year. But the shareholder letter today officially pushed back volume production start time to 2027 at the earliest. Volume production was originally supposed to start in 2019 so best case scenario it will be 8 years late.

Can a product finish line be at infinity?

I think so.

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