Today I'll be covering why the Tesla Semi was released now, the road to commercial viability, and why there were delays from 2019 to 2022. In short, there were a series of limiting factors that the Tesla had to break through to reach commerically viability.

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Timeline
00:00 Introduction
00:59 Powertrain Efficiency
02:58 Energy Density
04:21 Why Tesla Blew the 2019 Delivery Guidance
06:27 The Original Master Plan
08:24 Charging Infrastructure
11:26 Summary // Why Now and What’s Next?


Intro Music by Dyalla: Homer Said