I mean semis. The batteries are heavy, but not enough to significantly impact the payload. And in fact, US and EU law allows electric semis to be heavier than their ICE counterparts.
Musk’s time estimates are not always that great, but he delivers on most things eventually. We got the $35k Model 3, and it was better than what was shown at launch. They’re selling basically a million 3s+Ys annually and showing no signs of slowing.
The Semi is late, but the reason is not so obvious: battery supply. It’s not that they can’t produce it, but demand on all their models so outstrips supply that they have to choose where to ship their batteries. They can sell personal vehicles, commercial vehicles (i.e., the semi), household battery storage units, or commercial storage units.
The personal vehicles, especially the high end ones, not only have great margins, but make the most money per battery cell. If you are limited by cell supply, that’s what you focus on. Although they’d make money on the Semi, it does need a giant pack. They can make 5 or 10 cars for each Semi. That makes more money and is probably the right environmental choice as well.
There are other electric semis out there, or getting close. Freightliner and Volvo are two, though they don’t have quite the range that Tesla does. They’ll get better, though. And yes, there is the one from Nikola that turned out to be a fake, but personally I saw them as basically a scam even before that came out (though they may end up producing something after all…).
It’s probably a few years before they’re really shipping in quantity. As I mentioned, cell supply is the limiting factor, but Tesla and others are ramping up cell production at a rapid pace, so it’s just a matter of time.