Tesla Semi 与 Roadster 发布
Tesla Semi & Roadster Unveil
2:03Welcome to Sparks, Nevada, a set of the Tesla Gigafactory
2:06and our Tesla Semi-Truck factory as well.
2:10So, yeah, I can't believe it's been five years.
2:15So, we haven't built the Tesla Semi five years ago.
2:21It's been a lot that's happens since then, say the least.
2:25So, we're incredibly excited tonight
2:27to actually deliver our first production Tesla Semi-Trucks.
2:37And it's right next door to the Gigafactory here,
2:43which produces the most number of battery cells in North America.
2:49It produces our drive units and battery packs.
2:54And yeah, so I'd just like to start off
2:57by giving a big hand to the Tesla Gigafactory team
3:01and the Tesla semi-truck team.
3:02It's like, so I think you've had a chance
3:13to tour the production line.
3:15So cool, great.
3:18And yeah, we're looking forward to actually
3:20delivering our first production trucks to PepsiCo.
3:23So this is going to be fantastic.
3:27Yeah, and also a huge thank you to all of our other customers.
3:31I mean, a lot's happened in the last five years.
3:33And our customers have been super loyal and supportive
3:35and stuck with us and been a huge part of our development.
3:38And we're excited to show everything
3:39that we've been doing off to everybody tonight.
3:42Great.
3:42So let's get started.
3:47Yeah, so sorry for the lay.
3:53So it's been like sheer number, sheer amount of drama
3:56between this, this is the last,
3:58that five years ago and now is insane.
4:02A lot has happened in the world,
4:04but here we are, that's real.
4:13Yeah, we threw a great party a few years back
4:16and trying to do similar thing here tonight.
4:19And Tesla's been growing like crazy.
4:21I mean, everybody here has been contributing
4:23towards the growth and unveiling awesome products
4:26and really scaling us to the point
4:27that now we can actually work on semi,
4:29and we're really excited to do that.
4:30But we've been working a little bit on the background
4:32close to the chest, you'll write level of priority,
4:34but made a lot of progress, incorporate a lot of things
4:37that we're gonna talk about.
4:38And at the end of the day, we have not wavered
4:40from our mission to build the most compelling,
4:43greatest class A truck in history.
4:45So we're gonna keep putting our foot forward to do that,
4:47and yeah, it's pretty awesome.
5:00So people might wonder why build a semi-truck.
5:05Because if you look at the actual unit volume,
5:07it's small compared to passenger vehicles.
5:09So for passenger vehicles, you know,
5:11this is on the order of almost 100 million
5:14that are sold every year.
5:16And whereas semi-trucks, it's like, four, four,
5:22or 500,000?
5:23Not even yet.
5:24It's a couple of 100,000 classic trucks here.
5:25Globally.
5:26Yeah, yeah.
5:26Or no, no, no, sorry.
5:27That's you, S. You guys.
5:28Yeah, yeah.
5:28So it's, so this, so the US is called like 15 million passenger vehicles and a couple
5:36hundred thousand semi-truck.
5:37So it seems like a small percentage, but it's actually 20% of US vehicle emissions because
5:43you've got a huge vehicle and it's being driven all the time.
5:47So when you factor in the number of hours driven and the weight that it's carrying,
5:52it's actually, although it's only 1% of vehicle production, it's 20% of vehicle emissions.
5:57And it's over a third of all the particulate emissions.
6:01So from a sort of health standpoint, particularly in cities,
6:05this is a huge impact, like it's gigantic.
6:08So that's why we're doing it.
6:11Yeah.
6:11So yeah.
6:17Yeah, this is really core to our mission.
6:19And to get on this point, there's
6:21a lot of heavy trucks that are deployed in dense urban areas.
6:25And so the communities that are around freeways,
6:27a lot of where these trucks are domiciled
6:28They're going to really benefit, particularly from the particular emissions reductions.
6:31And then just trying to reduce emissions globally.
6:34Every truck that we put on the road that replaces a diesel truck is a huge amount of leverage.
6:38And so that is why we're doing this and makes a huge difference towards driving us towards
6:42our total mission of sustainable energy and transportation.
6:45Yeah, I think maybe a lot of people don't realize it's actually quite unhealthy to be living
6:50next to a highway with diesel trucks.
6:54So being able to make them electric is just going to be,
6:59in addition to climate change and global warming matters,
7:07it's also quiet and it's going to improve the quality of your air,
7:10and it will actually just fundamentally improve the health of people living in your freeways,
7:14which is obviously a super big deal.
7:16So if anybody's been woken up at a noisy truck delivering in the morning,
7:20the quiet will definitely be very welcome.
7:22I know I will appreciate that.
7:27So we're aiming to cover all major forms of transport.
7:31It's just consistent with the Tesla mission because sometimes they get asked like well notion a Tesla just produced like
7:39you know fast cars or
7:42premium cars or whatever it's like but what's our actual mission actual mission is to accelerate the advent of sustainable energy so
7:49So that's why we're making this wide range of cars that don't really make sense from
7:55a brand standpoint, I guess, traditionally, but they make total sense when you consider
8:00what's the mission of the company.
8:02Mission of the company is to accelerate sustainable energy.
8:04And so it's super consistent with that goal.
8:08And really a crucial piece of the puzzle.
8:10And that's why we're doing it.
8:11Yeah, and I mean, Elon, you first laid this out in Master Plan Part 2.
8:16And now we're here to actually make it happen and everything from the mission side along
8:21with reducing the cost of cargo transport and also make it fun.
8:25I mean, we want to make the truck an awesome driving experience, you know, make it kick
8:29ass for the drivers.
8:30Yeah, I mean, it looks sick.
8:32I mean, you want to drive that.
8:41I mean, that thing looks like it came from the future.
8:44I mean, it drives like driving is, you know, Tesla, literally.
8:49It's fun, it looks awesome, and you know, there's actually a big shortage of drivers,
8:56and so if you're a truck driver and you want the most badass rig on the road, this is it.
9:02Yeah, that's it, it's a beast.
9:15So it tells us we don't make slow cars, we don't make, this thing has crazy power relative
9:24to a diesel truck.
9:26I mean, actually, especially if you don't towing anything,
9:29you could zip around like, it looks crazy basically.
9:32It looks like a elephant moving like a cheetah.
9:34It didn't look right, frankly.
9:37But this is not sluggish in the least.
9:42It's fast to accelerate.
9:45It's fast to break.
9:47It's really a step change improvement
9:50and what it's like to drive us in my truck.
9:54Yeah, when we got three times the power.
9:56Three times the power than any diesel truck
9:59on the road right now.
9:59So you've got all the power you need to get the job done.
10:02But the other reason that it's a beast
10:04is because it's also efficient.
10:05And you can go 500 miles on a single charge
10:08on one of these things.
10:09So it's the mix of those two that this is why this
10:11is a game changer.
10:12And what's awesome is both of those
10:13are enabled by our new 1,000 volt power train, which
10:16is the first vehicle that we're doing with that.
10:18And don't worry, there'll be some more vehicles coming with that.
10:21But this is going to be a game changer because of all the awesome innovations
10:25that have happened behind the scenes and under the hood, so to speak.
10:30Cool.
10:32Yeah.
10:32So we're obviously leveraging a ton of stuff that we've already done.
10:37So we've got, well, it's not probably 51 billion miles driven.
10:41I don't know, because more every day.
10:44So we're using our existing drive units, power electronics, input
10:49tainment, our super efficient heat pump HVAC system,
10:55and stay the odd inverters.
10:57So we're able to leverage the existing power train
11:02and elements that are already made at volume
11:06in order to achieve extreme efficiency of cost and capability.
11:13Yeah, and it also means we get to leverage all the reliability that the active car fleet is doing
11:18So we're accumulating all these miles getting a ton of demonstrated learnings into the field
11:21And we're gonna go and put all these trucks into the world and get a lot of learnings as well
11:25But we're coming off of a great launching pad with everything that's done in the rest of our products already
11:29And it's also enabled because you know Tesla's got this full vertical integration on the software and the hardware side
11:35So the teams that are working together to put all that together into one packet
11:39does it a huge win for all of our products, but particularly semi?
11:46Lots of hard-code testing.
11:48So one of the things about a commercial truck is that the reliability has to be extremely high.
11:54So it's got to be running continuously, can't break down.
11:57It's got to handle every kind of weather.
12:00Uptime is super important for any kind of semi-truck.
12:03So we've tested durability in every kind of weather, every kind of environment.
12:08I mean, you can...yeah.
12:10Yeah, I mean, so even just, we've driven Donner,
12:13we'll talk a little bit more about that in a moment,
12:15but we've been through hot, cold, snow, rain.
12:17We've been putting this thing through all its paces
12:19in the lab as well as in the real world.
12:21The simulation team has been doing an incredible job
12:23of being able to scale all of that in the virtual side.
12:27And the other thing is that we're gonna take these,
12:30we're gonna put our money where our mouth is,
12:31and we're gonna put these on into our own fleet,
12:33into our own supply chain,
12:35and we're gonna use this to transport goods
12:37between our factories and our suppliers,
12:40because we believe in it,
12:41not just from a mission perspective and a cost perspective,
12:43but because we wanna close that feedback loop.
12:45We gotta get that learning as fast as we can.
12:48We want it straight from the drivers,
12:49want it straight from the service techs
12:50that are working on it.
12:51We're gonna take all that data that's coming in
12:54and continue to enfry in the product
12:55and make it better just like we do on the car side.
12:58Yeah, exactly.
12:59So do we clear like these two-semi trucks
13:01are running 24-7 between sparks,
13:06technically in Sparks, not Reno, but most people think of it as Reno. Reno, Reno,
13:12Sparks and Tahoe. And yeah, this is technically the, called the Tahoe Reno
13:19Industrial Complex or TRIC. Now there's an interesting back story about why it's
13:25That's called that very...
13:26Yeah.
13:27So, anyway, it's...
13:36Tesla using the trucks continuously, day and night, between here and Fremont and back
13:42again is going to be...
13:45It is a great test of the vehicle and will give us a great feedback loop for continuing
13:49to improve the product.
13:50So, I click as sort of not working...
13:57We've got a tri-motor powertrain system, and we're using the carbon over-appe sleeve.
14:08So essentially we're using the plaid, Model S Model X powertrain.
14:16And actually enabling the two of the drive units to actually disconnect so that they're
14:24not free-spinning.
14:25So the efficiency is actually much greater in cruise.
14:28Yeah, this is really unique.
14:30I mean, we're going with the tri-motor system.
14:32One of them is constantly engaged.
14:33So that's for maximum efficiency.
14:35You're getting in a highway.
14:35That's doing the bulk of the work.
14:37And it's operating at the peak efficiency point
14:38of the entire drive train.
14:40And then the other two units are for torque and acceleration.
14:43So when the driver needs it to get their job done,
14:45whether that's getting out of a loading dock,
14:47or it's on the road, they need to pass somebody.
14:48You're tackling a grade.
14:49You have the torque and power to do it.
14:51And the cool thing is that these are clutched automatically.
14:55So no driver input needed, but it's also seamless.
14:58So the highway efficiency unit is cruising along doing its thing.
15:02And if the driver puts their foot to the floor,
15:04the torque unit spin up, clutch engages, and takes over.
15:07And it does all of that before we've maxed out
15:09the torque on the efficiency unit, so it's completely smooth.
15:12There's no turbo lag or jerkiness or anything like that.
15:15No driver input needed.
15:16It's smooth both in terms of acceleration and deceleration
15:20for region.
15:21It's really cool happening all behind the scenes.
15:24I mean, what I find actually really wild about this
15:26is that you can have a truck, which is 82,000 pounds.
15:32And by the way, the reason we can actually do 82,000 pounds
15:35is that there is a 2,000 pound extra that's
15:38allowed by law for electric trucks.
15:40So you get a little bit of an advantage on the weight side.
15:46But you can basically pull 82,000 pounds at crews,
15:53and the only thing that's doing that
15:54is a tiny little motor on one axle.
15:57Oh, that big football side, maybe?
15:59Yeah, you can carry it.
16:00Yeah.
16:02It's like a man like this.
16:03You can check it in your luggage.
16:04Good luck doing that with a diesel engine.
16:06And one of those is more powerful than a diesel.
16:08Yeah, just that one little guy is more powerful than a regular diesel
16:12engine on a semi-truck.
16:15But I find it amazing that this enormous thing
16:17can be pulled by something that you could carry in your hands.
16:20It's like, wow, that's power density.
16:22Yep.
16:26Yeah.
16:29So yeah, and then in terms of, you know,
16:31we're putting this to use in the real world.
16:33Yeah.
16:41So that truck's clocking in at 82.
16:43That's way in 82,000 pounds.
16:45And when you see that pass shot again, you'll notice,
16:49you'll notice that speedometer is climbing.
16:51You know, we're going 6% and accelerating up that grade.
16:56This is where it comes in.
16:58Yeah, it's really like driving a normal car,
17:01not like driving a truck.
17:03It's just that you're moving 82,000 pounds.
17:05Yeah.
17:07So any highway grade you come across,
17:09you can tackle at speed.
17:11There's no compromise.
17:12No slow down.
17:13No.
17:13And the other beauty is that you've
17:15got all this power going up, but you also
17:16have it going down.
17:17And what that means is you've got regenerative braking.
17:20So rather than using a Jake brake or engine braking,
17:22these will truck guys.
17:23You have to worry about hitting your shifts.
17:25You miss a gear, you're on your brakes and potentially in a run-away situation.
17:28You don't have to worry about any of that.
17:30There's no shifting of nothing.
17:31And so the regen recaptures all that energy as you're going down these grades.
17:34But on top of it, it also is a safer system for not just the driver but everybody on the
17:39road because there's no gear to miss.
17:41Yeah.
17:42I mean, just a two or three emphasizing that point.
17:45Because it's an electric drivetrain, when it goes downhill, you actually, or when you slow
17:51down it recaptures the energy of motion or the energy of height. The potential kinetic
17:57energy are largely recaptured whereas for a diesel truck that's not possible you can't
18:02just create diesel so you just end up heating brakes and then your brakes over heat and
18:10you can't use them and then it's actually quite it's pretty dangerous because the brakes
18:14stop working.
18:15Yeah that's why you have runaway truck ramps. Yeah and it's funny because so if for any
18:19that have our driven I-80 and driven donner.
18:20There's a mandatory brake check stop for trucks
18:23down by a immigrant gap.
18:25We've done this, and it's really funny
18:26because we'll go over the grade, we'll come down,
18:28and we just kind of pull this side and we're like,
18:30well, there's nothing to check,
18:31we've never used the things, and we just keep driving.
18:34Yeah.
18:34And we get to the bottom of the hill, we have cold breaks.
18:37Yeah.
18:38That's like mind-blowing in the trucking world.
18:40So it's like insane, basically.
18:43And you can't.
18:50So it's really worth emphasizing that.
18:52That's a significant safety improvement
18:54for the truck driver and for other people on the road.
18:57And we also have excellent traction control
19:02because the precision of an electric motor
19:04is vastly better than a diesel engine.
19:08It's sort of like the, I don't know if you're trying
19:10to think of the right analogy here,
19:12but it's got the precision of like a laser printer.
19:15It's not great.
19:16It's like really precise.
19:17So what I'm saying?
19:20And the reaction is, so it's like,
19:22You don't have to worry about traction controls awesome.
19:27It's automatically stopping the truck from jacknifing.
19:32It's doing all this safety stuff in the background that just isn't possible with
19:38regular diesel trucks.
19:40It's a step change in technology in so many ways.
19:44Yeah, and the tight integration with the software team that we have here really makes
19:48that happen because it means that we can take all that, the precision, and actually
19:52put it to use.
19:53It's not some tie-in of some third-party power train.
19:55No, this is all in-house.
19:56As we do this, we really need chassis control work
19:59at the brake level, the traction control level.
20:01We integrate with our total stability control system
20:04and make sure that the driver has a lot of confidence,
20:06but also has everything they need to stay on the road.
20:09It's a really nice, neat, integrated package overall
20:13in terms of software and control.
20:14And it's totally seamless to the driver.
20:16And it will be a game changer in terms of safety.
20:20Yeah.
20:25So we talk power, you want to talk efficiency?
20:28Yeah, absolutely.
20:30So some people out there say, can't be done.
20:34I don't know who might say that, but I've heard rumors.
20:39And so we just did it.
20:52And we're going to post the whole video unedited on YouTube.
20:57And no jump cuts.
21:00And this wasn't some ultra clean, precise test track
21:04simulation or somewhere where we shut down a road.
21:06Nope, this is real world.
21:08This is over grapevine.
21:09This is with traffic.
21:11This is true 500 miles.
21:12We were loaded just under 82K.
21:15We didn't know special arrow treatments.
21:17It came off the line, shook it down, made it run.
21:20That's it.
21:21Yeah.
21:21It was like, no fast moves here.
21:22So it would be clear.
21:23It's not like, oh, what tricks do they pull?
21:26Well, actually, a whole bunch of tricks we could have pulled.
21:29Yeah.
21:29So, you know, like as Dan said, like no special arrow treatment.
21:36Oh, and by the way, we should mention there was no charging.
21:40Like we charge the charge.
21:41Yeah, we didn't stop the charge.
21:42Single driver's job.
21:43Exactly.
21:44Yeah, yeah.
21:45Good point.
21:46So.
21:47Miners.
21:48Yeah, so it's not like 500 miles like with no load, with special arrow and special everything.
21:54It's like fully loaded going from the Bay Area.
21:57We actually had to like go a bit north to get to 500 miles,
22:02because you get L.A. know the barriers less than that.
22:05Well, we went all the way to San Diego here.
22:06So we had to stretch out on the southern end.
22:09And I mean, do you want to see how in the video?
22:12I mean, we have the proof.
22:13Absolutely.
22:13So it's only eight hours long.
22:18Yeah, buckle in.
22:21Don't worry, we brought lots of snacks.
22:23Yeah.
22:27But yeah, standard trip.
22:31Down the five, upgrade fine, through OLA, traffic,
22:35construction, we got the bypass on the way station,
22:38but we're running full 82, full deliveries,
22:42nothing to hide.
22:46Yeah, real world, it's, yeah.
22:48You did take one restroom break for,
22:50there is a required mandatory 30 minute break
22:53within the first eight hours of operation.
22:54It took a small restroom break, that was it, yep.
22:56All right.
22:57So aerodynamic efficiency obviously matters a lot and you can see it's a shape like a bullet,
23:10it's really aerodynamic and that helps a lot as we get to less than two miles an hour
23:18a mile.
23:19And that's the name of the game.
23:22Yes.
23:23Efficiency there.
23:24Yep.
23:25So, yeah, I mean it's really efficient in every way.
23:33I mean the team's done a lot of awesome work.
23:35I mean we went into the wind tunnel with this really cool model rolling road the whole nine yards
23:40and pulled in a lot of learnings and all of our features from the car side that give us such great real world efficiency there.
23:47And really want to make sure that the truck and the trailer have to work together.
23:50This is a combination. This is not just the truck.
23:53If you optimize one you actually might disrupt the whole combination.
23:56So we spent a lot of time both virtually but also in the wind tunnel to make this happen.
24:01and really some next level engineering to everything they had to do there.
24:05And it means that we've got a really efficient truck.
24:08Yeah.
24:09As I said, it's as easy to drive as a Model 3.
24:19Like, with basically no training, you can drive this.
24:23You have to think bigger when you're driving it.
24:28But it's not like, it's not hard to drive. It's really easy.
24:31And we put the center, it put the, seen the center from accessibility,
24:35It's low flow, you can stand up in the cabin.
24:38Yeah, and that's actually like a really big deal.
24:40I mean, you're a tall guy, you'll un like,
24:42you're able to stand up just fine.
24:43And, you know, nice thing is that if you're a truck driver
24:45and you're out during the day, it's cold, it's snowy,
24:49whatever, you can get in, and this isn't a sleeper cab,
24:51it's a day cab, you can still stand up
24:53and you can shed your jacket, put it on the wall,
24:55all in the comfort.
24:56You can put your coveralls on, wall in the cab,
24:58so if you either go do a dirty job, you can do that,
25:00comfortably as opposed to being out in the elements.
25:02So that's, you know, that level of space is unheard of,
25:04we're able to do that with some pretty innovative packaging.
25:07And on top of it, there's plenty of cargo storage
25:09for drivers that need to bring any tools,
25:11other equipment along.
25:12And not to mention, we've got the plug-ins,
25:14the wireless charging, everything they need
25:16on the electronic side as well.
25:18Yep.
25:27Yeah, so I've got efficiency in every aspect of the vehicle.
25:30I've got one touch, a suspension dump,
25:32so it's very easy to attach to the trailer.
25:36It saves time and money.
25:37It's the fleet's more efficient,
25:39the driver's home sooner.
25:40Yeah, I mean, really we're trying to extend the idea of this efficiency from not just while
25:44you're on the road, but into the yard as well.
25:46This before and after, you know, the truck has done its job on the road.
25:49Because that means that, you know, drivers at the end of the day are spending less time
25:54at the yard and they're getting home earlier.
25:56It makes their lives easier.
25:57You know, we got a light test that's easy to execute, helps with compliance.
26:00There's all these little things that the design team really spent their time researching.
26:04They did right along.
26:05They studied.
26:06They did all this work.
26:07It was really cool to watch them put, I mean, I think they even took like, you know,
26:10like, bunch of like the various cups and put them in CAD,
26:13and you'll see them like, put them in various cup holder
26:15sizes and places.
26:17They'll like, mock up a bag.
26:19They'll do all kinds of neat stuff
26:20to understand how a driver works throughout the day.
26:23And it means that they'll have a more efficient experience
26:26overall.
26:27Yeah.
26:28Yeah.
26:29Yeah.
26:30All right.
26:36I've seen to charge a truck like this quickly.
26:39You need a high-powered charger.
26:40So we developed a megawatt class charger.
26:44It's capable of charging at a megawatt DC.
26:48And it's our next generation, immersive cooling.
26:50So it's liquid cooled.
26:52So you don't need a gigantic elephant trunk of a cable.
26:55You can actually have a small cable.
26:58And that cable, it delivers a megawatt.
27:02And yeah, we've three acts of the current density.
27:05I mean, this is really cool stuff.
27:07I mean, we took, you're actually immersing the conductor
27:12in the coolant, this water-based coolant that we have,
27:15and we're then doing some really neat isolation
27:17monitoring on the back end to ensure that it's safe
27:20and delivering that it needs to.
27:21But it means that we can really shove a lot of current
27:23in a very, very small place.
27:25So for those that have worked and charged their cars
27:27on a V3 supercharger and the cable's nice and maneuverable,
27:31it's the same thing here, but now we're just
27:33shoving a megawatt through it instead.
27:35So this is key for high-power applications like Semi,
27:39but you want to tell them or do you want me to tell them?
27:42Yeah, I mean it's going to be used for cyber truck too.
27:46Yeah.
27:47So this is coming to our superchargers next year.
27:54Yeah.
27:55So the future of Transport Ops here requires a sustainable energy infrastructure.
28:06So you've got to have all aspects of the energy question answered,
28:12sustainable power generation, then you've got to store the power
28:16and then you transfer the power to the vehicle.
28:18So the three pillars of a sustainable energy future are sustainable power generation with
28:23solar and wind.
28:25I'm actually a fan of nuclear, which we should support.
28:33And Geotherm, well, and many others.
28:35But things that are sustainable long-term, but things like wind and solar are intermittent,
28:41so you have to have the battery pack to store the energy so when the wind isn't blow and
28:44the sun doesn't shine, you still have energy.
28:46And you can also buffer the power so you're not overloading the grid with spike loads
28:49Yeah, and our semi customers are actively deploying this today and you know
28:53We're working with them so that they have the pathway to get towards you know 100% sustainable future
28:57You know, but we have all of this at our disposal
29:00You know commercial solar and mega pack and you know the mega pack is great because not only can it do things like peak shaving or some of the other
29:06Energy modulation, but it also provides a form of redundancy and backup
29:11I mean if we're gonna ask you a fleet to take on these trucks and run them
29:15They need to ensure that they're gonna be able to charge them and keep their fleet running in the amount of power outage
29:19And that's one of the things that we can do with the mega pack on site as well
29:23So an end post-loveries are now
29:30Yeah
29:31So we're just like to thank PepsiCo. They've been a great partner
29:45Hey guys
29:54So yeah, we completed our first cargo run with a very enormous amount of Frito-Laze
30:01Which I'm sure we have a lot of living here
30:09And yesterday we were actually able to complete our first delivery compliments of Frito-Laze
30:24We took a truck down to their Modesto factory from here and one of their drivers
30:29We delivered the truck they took it over and they brought back a lot of snacks for everybody here to enjoy tonight
30:35yep
30:39so
30:40Big thanks to Kirk and Steven. Yeah. Yes, would you guys want to say anything?
30:46Alright, look
30:47Nothing like this happens without amazing people and so I just want to thank the people that spent countless hours to make this a reality
30:55That's it
30:57That's it.
31:01I just want to echo, I know a lot of work went into it and this is fantastic.
31:05We're thrilled about the delivery today.
31:07So thank you.
31:08Yeah, thanks for letting us be a part of this.
31:10Thank you so much.
31:11Appreciate you.
31:12Thank you.
31:13Yeah, thank you Dan.
31:14Thank you so much.
31:15All right.
31:16All right.
31:19So, yeah, thank you all for coming.
31:29It's been a long journey, long five years, but this is going to really revolutionize the
31:34roads and I think make the world a better place and a meaningful way.
31:39So thank you for your support through all the years.
Welcome to Sparks, Nevada, a set of the Tesla Gigafactory and our Tesla Semi-Truck factory as well. So, yeah, I can't believe it's been five years. So, we haven't built the Tesla Semi five years ago. It's been a lot that's happens since then, say the least. So, we're incredibly excited tonight to actually deliver our first production Tesla Semi-Trucks. And it's right next door to the Gigafactory here,2:03
which produces the most number of battery cells in North America. It produces our drive units and battery packs. And yeah, so I'd just like to start off by giving a big hand to the Tesla Gigafactory team and the Tesla semi-truck team. It's like, so I think you've had a chance to tour the production line. So cool, great.2:43
And yeah, we're looking forward to actually delivering our first production trucks to PepsiCo. So this is going to be fantastic. Yeah, and also a huge thank you to all of our other customers. I mean, a lot's happened in the last five years. And our customers have been super loyal and supportive and stuck with us and been a huge part of our development. And we're excited to show everything that we've been doing off to everybody tonight.3:18
Great. So let's get started. Yeah, so sorry for the lay. So it's been like sheer number, sheer amount of drama between this, this is the last, that five years ago and now is insane. A lot has happened in the world, but here we are, that's real. Yeah, we threw a great party a few years back3:42
and trying to do similar thing here tonight. And Tesla's been growing like crazy. I mean, everybody here has been contributing towards the growth and unveiling awesome products and really scaling us to the point that now we can actually work on semi, and we're really excited to do that. But we've been working a little bit on the background close to the chest, you'll write level of priority, but made a lot of progress, incorporate a lot of things4:16
that we're gonna talk about. And at the end of the day, we have not wavered from our mission to build the most compelling, greatest class A truck in history. So we're gonna keep putting our foot forward to do that, and yeah, it's pretty awesome. So people might wonder why build a semi-truck. Because if you look at the actual unit volume, it's small compared to passenger vehicles. So for passenger vehicles, you know,4:37
this is on the order of almost 100 million that are sold every year. And whereas semi-trucks, it's like, four, four, or 500,000? Not even yet. It's a couple of 100,000 classic trucks here. Globally. Yeah, yeah. Or no, no, no, sorry. That's you, S. You guys. Yeah, yeah. So it's, so this, so the US is called like 15 million passenger vehicles and a couple hundred thousand semi-truck. So it seems like a small percentage, but it's actually 20% of US vehicle emissions because5:11
you've got a huge vehicle and it's being driven all the time. So when you factor in the number of hours driven and the weight that it's carrying, it's actually, although it's only 1% of vehicle production, it's 20% of vehicle emissions. And it's over a third of all the particulate emissions. So from a sort of health standpoint, particularly in cities, this is a huge impact, like it's gigantic. So that's why we're doing it.5:43
Yeah. So yeah. Yeah, this is really core to our mission. And to get on this point, there's a lot of heavy trucks that are deployed in dense urban areas. And so the communities that are around freeways, a lot of where these trucks are domiciled They're going to really benefit, particularly from the particular emissions reductions. And then just trying to reduce emissions globally. Every truck that we put on the road that replaces a diesel truck is a huge amount of leverage.6:11
And so that is why we're doing this and makes a huge difference towards driving us towards our total mission of sustainable energy and transportation. Yeah, I think maybe a lot of people don't realize it's actually quite unhealthy to be living next to a highway with diesel trucks. So being able to make them electric is just going to be, in addition to climate change and global warming matters, it's also quiet and it's going to improve the quality of your air,6:38
and it will actually just fundamentally improve the health of people living in your freeways, which is obviously a super big deal. So if anybody's been woken up at a noisy truck delivering in the morning, the quiet will definitely be very welcome. I know I will appreciate that. So we're aiming to cover all major forms of transport. It's just consistent with the Tesla mission because sometimes they get asked like well notion a Tesla just produced like7:10
you know fast cars or premium cars or whatever it's like but what's our actual mission actual mission is to accelerate the advent of sustainable energy so So that's why we're making this wide range of cars that don't really make sense from a brand standpoint, I guess, traditionally, but they make total sense when you consider what's the mission of the company. Mission of the company is to accelerate sustainable energy.7:39
And so it's super consistent with that goal. And really a crucial piece of the puzzle. And that's why we're doing it. Yeah, and I mean, Elon, you first laid this out in Master Plan Part 2. And now we're here to actually make it happen and everything from the mission side along with reducing the cost of cargo transport and also make it fun. I mean, we want to make the truck an awesome driving experience, you know, make it kick8:04
ass for the drivers. Yeah, I mean, it looks sick. I mean, you want to drive that. I mean, that thing looks like it came from the future. I mean, it drives like driving is, you know, Tesla, literally. It's fun, it looks awesome, and you know, there's actually a big shortage of drivers, and so if you're a truck driver and you want the most badass rig on the road, this is it. Yeah, that's it, it's a beast.8:29
So it tells us we don't make slow cars, we don't make, this thing has crazy power relative to a diesel truck. I mean, actually, especially if you don't towing anything, you could zip around like, it looks crazy basically. It looks like a elephant moving like a cheetah. It didn't look right, frankly. But this is not sluggish in the least. It's fast to accelerate. It's fast to break.9:15
It's really a step change improvement and what it's like to drive us in my truck. Yeah, when we got three times the power. Three times the power than any diesel truck on the road right now. So you've got all the power you need to get the job done. But the other reason that it's a beast is because it's also efficient. And you can go 500 miles on a single charge on one of these things. So it's the mix of those two that this is why this9:47
is a game changer. And what's awesome is both of those are enabled by our new 1,000 volt power train, which is the first vehicle that we're doing with that. And don't worry, there'll be some more vehicles coming with that. But this is going to be a game changer because of all the awesome innovations that have happened behind the scenes and under the hood, so to speak. Cool. Yeah. So we're obviously leveraging a ton of stuff that we've already done.10:11
So we've got, well, it's not probably 51 billion miles driven. I don't know, because more every day. So we're using our existing drive units, power electronics, input tainment, our super efficient heat pump HVAC system, and stay the odd inverters. So we're able to leverage the existing power train and elements that are already made at volume in order to achieve extreme efficiency of cost and capability. Yeah, and it also means we get to leverage all the reliability that the active car fleet is doing10:37
So we're accumulating all these miles getting a ton of demonstrated learnings into the field And we're gonna go and put all these trucks into the world and get a lot of learnings as well But we're coming off of a great launching pad with everything that's done in the rest of our products already And it's also enabled because you know Tesla's got this full vertical integration on the software and the hardware side So the teams that are working together to put all that together into one packet11:18
does it a huge win for all of our products, but particularly semi? Lots of hard-code testing. So one of the things about a commercial truck is that the reliability has to be extremely high. So it's got to be running continuously, can't break down. It's got to handle every kind of weather. Uptime is super important for any kind of semi-truck. So we've tested durability in every kind of weather, every kind of environment.11:39
I mean, you can...yeah. Yeah, I mean, so even just, we've driven Donner, we'll talk a little bit more about that in a moment, but we've been through hot, cold, snow, rain. We've been putting this thing through all its paces in the lab as well as in the real world. The simulation team has been doing an incredible job of being able to scale all of that in the virtual side. And the other thing is that we're gonna take these,12:08
we're gonna put our money where our mouth is, and we're gonna put these on into our own fleet, into our own supply chain, and we're gonna use this to transport goods between our factories and our suppliers, because we believe in it, not just from a mission perspective and a cost perspective, but because we wanna close that feedback loop. We gotta get that learning as fast as we can. We want it straight from the drivers,12:30
want it straight from the service techs that are working on it. We're gonna take all that data that's coming in and continue to enfry in the product and make it better just like we do on the car side. Yeah, exactly. So do we clear like these two-semi trucks are running 24-7 between sparks, technically in Sparks, not Reno, but most people think of it as Reno. Reno, Reno, Sparks and Tahoe. And yeah, this is technically the, called the Tahoe Reno12:49
Industrial Complex or TRIC. Now there's an interesting back story about why it's That's called that very... Yeah. So, anyway, it's... Tesla using the trucks continuously, day and night, between here and Fremont and back again is going to be... It is a great test of the vehicle and will give us a great feedback loop for continuing to improve the product.13:19
So, I click as sort of not working... We've got a tri-motor powertrain system, and we're using the carbon over-appe sleeve. So essentially we're using the plaid, Model S Model X powertrain. And actually enabling the two of the drive units to actually disconnect so that they're not free-spinning.13:50
So the efficiency is actually much greater in cruise. Yeah, this is really unique. I mean, we're going with the tri-motor system. One of them is constantly engaged. So that's for maximum efficiency. You're getting in a highway. That's doing the bulk of the work. And it's operating at the peak efficiency point of the entire drive train. And then the other two units are for torque and acceleration. So when the driver needs it to get their job done,14:25
whether that's getting out of a loading dock, or it's on the road, they need to pass somebody. You're tackling a grade. You have the torque and power to do it. And the cool thing is that these are clutched automatically. So no driver input needed, but it's also seamless. So the highway efficiency unit is cruising along doing its thing. And if the driver puts their foot to the floor, the torque unit spin up, clutch engages, and takes over.14:45
And it does all of that before we've maxed out the torque on the efficiency unit, so it's completely smooth. There's no turbo lag or jerkiness or anything like that. No driver input needed. It's smooth both in terms of acceleration and deceleration for region. It's really cool happening all behind the scenes. I mean, what I find actually really wild about this is that you can have a truck, which is 82,000 pounds. And by the way, the reason we can actually do 82,000 pounds15:07
is that there is a 2,000 pound extra that's allowed by law for electric trucks. So you get a little bit of an advantage on the weight side. But you can basically pull 82,000 pounds at crews, and the only thing that's doing that is a tiny little motor on one axle. Oh, that big football side, maybe? Yeah, you can carry it. Yeah. It's like a man like this. You can check it in your luggage. Good luck doing that with a diesel engine.15:35
And one of those is more powerful than a diesel. Yeah, just that one little guy is more powerful than a regular diesel engine on a semi-truck. But I find it amazing that this enormous thing can be pulled by something that you could carry in your hands. It's like, wow, that's power density. Yep. Yeah. So yeah, and then in terms of, you know, we're putting this to use in the real world. Yeah. So that truck's clocking in at 82.16:06
That's way in 82,000 pounds. And when you see that pass shot again, you'll notice, you'll notice that speedometer is climbing. You know, we're going 6% and accelerating up that grade. This is where it comes in. Yeah, it's really like driving a normal car, not like driving a truck. It's just that you're moving 82,000 pounds. Yeah. So any highway grade you come across, you can tackle at speed. There's no compromise. No slow down.16:43
No. And the other beauty is that you've got all this power going up, but you also have it going down. And what that means is you've got regenerative braking. So rather than using a Jake brake or engine braking, these will truck guys. You have to worry about hitting your shifts. You miss a gear, you're on your brakes and potentially in a run-away situation. You don't have to worry about any of that. There's no shifting of nothing.17:13
And so the regen recaptures all that energy as you're going down these grades. But on top of it, it also is a safer system for not just the driver but everybody on the road because there's no gear to miss. Yeah. I mean, just a two or three emphasizing that point. Because it's an electric drivetrain, when it goes downhill, you actually, or when you slow down it recaptures the energy of motion or the energy of height. The potential kinetic17:31
energy are largely recaptured whereas for a diesel truck that's not possible you can't just create diesel so you just end up heating brakes and then your brakes over heat and you can't use them and then it's actually quite it's pretty dangerous because the brakes stop working. Yeah that's why you have runaway truck ramps. Yeah and it's funny because so if for any that have our driven I-80 and driven donner. There's a mandatory brake check stop for trucks17:57
down by a immigrant gap. We've done this, and it's really funny because we'll go over the grade, we'll come down, and we just kind of pull this side and we're like, well, there's nothing to check, we've never used the things, and we just keep driving. Yeah. And we get to the bottom of the hill, we have cold breaks. Yeah. That's like mind-blowing in the trucking world. So it's like insane, basically. And you can't. So it's really worth emphasizing that.18:23
That's a significant safety improvement for the truck driver and for other people on the road. And we also have excellent traction control because the precision of an electric motor is vastly better than a diesel engine. It's sort of like the, I don't know if you're trying to think of the right analogy here, but it's got the precision of like a laser printer. It's not great. It's like really precise. So what I'm saying?18:52
And the reaction is, so it's like, You don't have to worry about traction controls awesome. It's automatically stopping the truck from jacknifing. It's doing all this safety stuff in the background that just isn't possible with regular diesel trucks. It's a step change in technology in so many ways. Yeah, and the tight integration with the software team that we have here really makes that happen because it means that we can take all that, the precision, and actually19:20
put it to use. It's not some tie-in of some third-party power train. No, this is all in-house. As we do this, we really need chassis control work at the brake level, the traction control level. We integrate with our total stability control system and make sure that the driver has a lot of confidence, but also has everything they need to stay on the road. It's a really nice, neat, integrated package overall in terms of software and control.19:52
And it's totally seamless to the driver. And it will be a game changer in terms of safety. Yeah. So we talk power, you want to talk efficiency? Yeah, absolutely. So some people out there say, can't be done. I don't know who might say that, but I've heard rumors. And so we just did it. And we're going to post the whole video unedited on YouTube.20:14
And no jump cuts. And this wasn't some ultra clean, precise test track simulation or somewhere where we shut down a road. Nope, this is real world. This is over grapevine. This is with traffic. This is true 500 miles. We were loaded just under 82K. We didn't know special arrow treatments. It came off the line, shook it down, made it run. That's it. Yeah. It was like, no fast moves here. So it would be clear. It's not like, oh, what tricks do they pull?20:57
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- 视频原始视频文件
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