Tesla Semi: A Major Revenue Center In 2026
Tesla Semi is something I am watching as the factory is now being built in Nevada. Steel is being put up which is a positive sign.
In this video I discuss how robo-trucking is more appealing to me than robotaxi and how the margins on these semis could be rather significant, especially with the software.
▶️ 3Speak
0
0
0.000
May be Robo Trucking will be more in the future.
I like robo-trucking more than robotaxi too. I think there are just too many variables in doing a robotaxi. The route, the passengers, lots of other drivers on the roads, etc. robotrucking on the other hand is in a more 'controlled' environment. The route isn't as dynamic, the passengers are most likely employees if there is one, and I assume it wouldn't be driving in very busy roads most of the time.
I think it will be solved and huge. However, I still look at the amount of cargo, especially if we get an abundant world due to robots. That all has to be transported.