Tesla has begun delivering its Semi trucks, with an expected price of just under $300,000 for the 500-mile version before incentives. Fleets promised lower ownership costs have to build that case themselves while charging access remains a hurdle.
Perspective Coverage
5 publishers
- Builder
- Builder 30%
- Operator
- Operator 45%
- Investor
- Investor 25%
Reality
- Evidence70
- Adoption35
- Hype gap+25
- Incentives60
- Confidence65
Tesla opened its first dedicated Semi factory in Sparks, Nevada, built to make 50,000 trucks a year. It has set no date for reaching that rate, so fleets and investors are working from a capacity target until the trucks ship.
Reality
- Evidence55
- Adoption30
- Hype gap+40
- Incentives60
- Confidence55
The Swedish carrier will phase the trucks in over 24 months from September and rent them out through its Saga software, with a third party carrying the purchase financing.
Reality
- Evidence62
- Adoption30
- Hype gap+35
- Incentives70
- Confidence60
KBA clears a cab-less Einride truck for one fixed Lidl route
Germany's Federal Motor Transport Authority has cleared an Einride truck with no cab and no safety operator to haul groceries between two Lidl sites on a public road. Einride shares traded at $3.79, about 11% of their 52-week high.
Reality
- Evidence42
- Adoption30
- Hype gap+28
- Incentives74
- Confidence47
Gatik's $200m round buys trucks; the 85,000 driverless deliveries are what it sold
The Series D is the headline. The operating record behind it, 85,000 driverless orders at 99% on time on repeating dock-to-store lanes, is the part that priced the round.
Reality
- Evidence48
- Adoption62
- Hype gap+24
- Incentives78
- Confidence57