Random anti-Tesla Substack with information from an anonymous “employee” might not be totally correct? Say it isn’t so!
It’s not worth picking apart the whole thing since it’s so bad, but here are the first few things that stood out:
this implies a much smaller battery pack than expected, as Musk said battery efficiency for the Semi is 1.7 kWh per mile
No it doesn’t. It might mean that 1.7 kWh/mi is optimistic, which it likely is. And at any rate, 400 miles on the heaviest load in the real world is pretty solid.
The constant use of the battery pack is unprecedented and is causing reliability problems for Tesla and other EV truck makers
What does this even mean? It’s an EV truck. It’s designed to run off the battery. EV cars run off the battery constantly and are fine. The truck carries more load but has a much bigger battery. It’s probably easier conditions than a car, given the capacity.
The batteries completely burned out
Batteries don’t “burn out,” even in a colloquial sense. They can be abused, and obviously depleted, but they don’t burn out, whatever that’s even supposed to mean.
The PepsiCo employee said that the Tesla Semi is using “pouch” battery cells made in Nevada
This seems extremely unlikely. Tesla is secretive, so it’s impossible to be certain, but they use cylindrical cells basically everywhere (the only exception I know is for their 12v batteries), and there’s no evidence that Nevada is capable of pouch cell production.
All Tesla Semis and other electric trucks are subsidized by California state and the Megacharger station alone cost around $6 million
They’re undoubtedly getting subsidies; there’s no secret here. A megacharger station might well cost $6M, but that would be for multiple stalls. Doesn’t seem like a big deal. Tesla has the lowest costs in the industry for fast DC chargers, and the megachargers are basically several car chargers ganged together. A few chargers at the endpoints won’t cost $6M.
Tesla is using car parts on the Semi
The only aspect of this that’s remotely true is for the motors (which they’ve already said are shared with the auto lines). They’re rated for a million+ miles and the gearbox, etc. is still custom for the truck. The interior screens, computers, etc. are also shared.
But major drivetrain components being shared? It makes zero sense. Like they literally wouldn’t even fit. Has the author even looked at the size difference between a semi and a small SUV?
There is no consideration for battery longevity, which is another reason why the batteries keep dying and Tesla Semis need to be towed away [the Megachargers used for the Semi release 750 kW and only require 50 minutes for a 400-mile charge; that’s a ton of energy that will wear the batteries out quickly
Just totally wrong, and betrays a fundamental misunderstanding of how things work. When you scale up the size of a pack, you also increase the power it can safely be charged at. If you double the number of cells (say), you double the power, the total charge time stays constant, and so does the battery longevity. The Semi can charge at roughly the same rate as a car, in terms of fraction of battery life added per minute. So there’s no additional wear.
Tesla’s car batteries have excellent longevity, generally >90% capacity after 150k miles, and this has likely gotten better over time. There’s no reason to think they’d go backwards here.
Well, that’s enough. It’s largely just laughable nonsense. The Semi program has undoubtedly run into some problems here and there, and is a few years late, but they’ll be all over the road not too long from now.