What has happened to the Tesla Semi?


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Elon Musk has long relished trolling those who have doubted him and Tesla.

In 2018, he vowed to send “short shorts” to hedge fund manager David Einhorn, who had been betting against Tesla’s stock.

A couple years later, the company actually listed satin trunks as a gag gift for sale on its website.

Mr Musk heard “various forms of ‘you’re a fraud'”, he told the crowd at Tesla’s Model Y unveiling in 2019. His defiant retort: “You can drive that fraud!”

The Tesla chief executive’s latest revelling had to do with the Semi, the heavy-duty lorry that took five years to go from prototype to production.

“Some people have said this was impossible,” Mr Musk said during a Semi manufacturing event in Nevada last month. “But, uh, you can drive it.”

The reasons for this proverbial victory lap were clear. Weeks earlier, Tesla handed off its first Semis to PepsiCo, which took delivery of 15 of the lorries for its massive Frito-Lay factory in Modesto, California. The purpose of the late January event in Nevada was to announce a $3.6 billion investment to expand the use of Tesla’s existing factory near Reno to build more battery cells, as well as Semi lorries.

While those were causes for celebration — something Mr Musk can afford to do again, the way Tesla shares have soared this year — there is still a lot of uncertainty as to just how meaningful the Semi will be to Tesla’s business. I had a lot of questions for the company when I drove out to Modesto to see the lorries in person last month. While I was able to climb into the Semi’s spacious cab and its centred driver’s seat, test drives were off limits.

Tesla staffers on site didn't comment. PepsiCo representatives confirmed they had taken delivery of all 15 lorries ordered as part of a $30.8 million project I wrote about in November — the one for which California’s Air Resources Board picked up half the cheque — but had little else to share about the product.

It remains unclear how much the Semi costs, or whether any other customers who ordered the lorries from Tesla a half decade ago have managed to get their hands on them.

Tesla did not mention the model in its quarterly production and deliveries release last month, then referred to the Semi being in pilot production in its earnings deck.

While Mr Musk offered an update during the earnings call on when he expects Tesla to be making Cybertrucks in volume — not until next year — he didn’t have anything to say about the Semi.

Sightings of Semis on the side of the road in Sacramento and getting towed from a Nevada motorway have lit up the message boards and social media networks where pro- and anti-Tesla flame wars have been fought for years.

Even before those incidents, there were still vestiges of doubt about the Semi that Mr Musk had yet to vanquish. Analysts at RBC Capital Markets who have the equivalent of a buy rating on Tesla stock cautioned in December that the chief executive may be getting ahead of himself in aiming to make 50,000 lorries in 2024. RBC was modelling for about 4,000.

This much is for certain: there’s an urgent need for Tesla and other manufacturers to electrify lorries. The city of Modesto has long struggled with poor air quality and high asthma rates. Pepsi’s Frito-Lay factory spans 46,451 square metres, and the food company’s ambition is for it to be a showcase in sustainable manufacturing, warehousing and distribution.

We should hear more about how Tesla plans to help companies such as PepsiCo and cities beyond Modesto decarbonise on March 1. Mr Musk has said the master plan he will deliver will chart “the path to a fully sustainable energy future for Earth”.

Benefits of first-time home buyers' scheme
  • Priority access to new homes from participating developers
  • Discounts on sales price of off-plan units
  • Flexible payment plans from developers
  • Mortgages with better interest rates, faster approval times and reduced fees
  • DLD registration fee can be paid through banks or credit cards at zero interest rates
RESULTS

4pm: Al Bastakiya Listed US$250,000 (Dirt) 1,900m
Winner: Yulong Warrior, Richard Mullen (jockey), Satish Seemar (trainer)

4.35pm: Mahab Al Shimaal Group 3 $200,000 (D) 1,200m
Winner: Jordan Sport, Adrie de Vries, Fawzi Nass

5.10pm: Nad Al Sheba Conditions $200,000 (Turf) 1,200m
Winner: Jungle Cat, William Buick, Charlie Appleby

5.45pm: Burj Nahaar Group 3 $200,000 (D) 1,600m
Winner: Kimbear, Patrick Dobbs, Doug Watson

6.20pm: Jebel Hatta Group 1 $300,000 (T) 1,800m
Winner: Blair House, James Doyle, Charlie Appleby

6.55pm: Al Maktoum Challenge Round-3 Group 1 $400,000 (D) 2,000m
Winner: North America, Richard Mullen, Satish Seemar

7.30pm: Dubai City of Gold Group 2 $250,000 (T) 2,410m
Winner: Hawkbill, William Buick, Charlie Appleby.

UAE currency: the story behind the money in your pockets
The biog

Hometown: Birchgrove, Sydney Australia
Age: 59
Favourite TV series: Outlander Netflix series
Favourite place in the UAE: Sheikh Zayed Grand Mosque / desert / Louvre Abu Dhabi
Favourite book: Father of our Nation: Collected Quotes of Sheikh Zayed bin Sultan Al Nahyan
Thing you will miss most about the UAE: My friends and family, Formula 1, having Friday's off, desert adventures, and Arabic culture and people
 

UAE currency: the story behind the money in your pockets
What is Reform?

Reform is a right-wing, populist party led by Nigel Farage, a former MEP who won a seat in the House of Commons last year at his eighth attempt and a prominent figure in the campaign for the UK to leave the European Union.

It was founded in 2018 and originally called the Brexit Party.

Many of its members previously belonged to UKIP or the mainstream Conservatives.

After Brexit took place, the party focused on the reformation of British democracy.

Former Tory deputy chairman Lee Anderson became its first MP after defecting in March 2024.

The party gained support from Elon Musk, and had hoped the tech billionaire would make a £100m donation. However, Mr Musk changed his mind and called for Mr Farage to step down as leader in a row involving the US tycoon's support for far-right figurehead Tommy Robinson who is in prison for contempt of court.

While you're here
Cultural fiesta

What: The Al Burda Festival
When: November 14 (from 10am)
Where: Warehouse421,  Abu Dhabi
The Al Burda Festival is a celebration of Islamic art and culture, featuring talks, performances and exhibitions. Organised by the Ministry of Culture and Knowledge Development, this one-day event opens with a session on the future of Islamic art. With this in mind, it is followed by a number of workshops and “masterclass” sessions in everything from calligraphy and typography to geometry and the origins of Islamic design. There will also be discussions on subjects including ‘Who is the Audience for Islamic Art?’ and ‘New Markets for Islamic Design.’ A live performance from Kuwaiti guitarist Yousif Yaseen should be one of the highlights of the day. 

 

 

MOUNTAINHEAD REVIEW

Starring: Ramy Youssef, Steve Carell, Jason Schwartzman

Director: Jesse Armstrong

Rating: 3.5/5

SPECS
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Normcore explained

Something of a fashion anomaly, normcore is essentially a celebration of the unremarkable. The term was first popularised by an article in New York magazine in 2014 and has been dubbed “ugly”, “bland’ and "anti-style" by fashion writers. It’s hallmarks are comfort, a lack of pretentiousness and neutrality – it is a trend for those who would rather not stand out from the crowd. For the most part, the style is unisex, favouring loose silhouettes, thrift-shop threads, baseball caps and boyish trainers. It is important to note that normcore is not synonymous with cheapness or low quality; there are high-fashion brands, including Parisian label Vetements, that specialise in this style. Embraced by fashion-forward street-style stars around the globe, it’s uptake in the UAE has been relatively slow.

Updated: February 10, 2023, 6:34 AM`