So, barring the apologists take, the issues seem to be:
- They used car parts, not semi truck parts
- the batteries wear out incredibly fast, such that a fully loaded ride from LA to Phoenix had to have two backup tesla semis towed by a diesel rig alongside for when it broke down
- batteries wear out quickly, at about $100k per replacement
- the trucks are entirely paid for by CA taxpayers, and Pepsi keeps using them for eco-credits, not because they’re useful
- 100k trucks were promised, 90 (not 90k - ninety) were manufactured
That the whole thing appears to be stock-pumping vaporware is an opinion, but it does track.
Is all that hearsay? Well, yeah, it’s illegal to talk about it. Against the NDA anyway. Classic Musky.