Demand Expectations: “Semi growth will largely depend on our customers’ adoption of the product,” Moravy said, with Tesla CEO Elon Musk adding that he doesn’t expect demand to be limited.
“Fundamentally, if you’ve got a semi where the fully considered cost per mile or per ton of transport, is better than, say, diesel truck, any company that doesn’t adopt an electric semi will lose. It’s not a subjective thing,” Moravy said while adding that all the Semis that the company has made to date in the pilot production phase have all the hardware and cameras necessary to deploy its autonomous driving technology called full self-driving on the vehicle in the future.