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Years ago, Bill Gates argued that heavy-duty electric @tesla_semi would "probably never" work. His reasoning was simple: batteries are just too heavy. To get more range, you need a bigger battery, which adds dead weight, demanding an even bigger battery in an endless loop 😱 The raw physics seemed to back him up: it takes roughly 40 kg of modern lithium-ion cells to match the energy stored in 1 kg of diesel. Bolt a massive pack onto a standard truck chassis, and you eat up so much payload capacity that you're left hauling little more than helium balloons 😱 Top Gear’s look inside the Nevada Gigafactory reveals the exact architectural shift that broke Gates’s loop: instead of hauling battery weight on top of a heavy truck frame, Tesla merged the two so the battery is the frame 🆒 Instead of bolting a standalone pack onto a traditional steel ladder chassis, the battery enclosure itself acts as a load-bearing structural member. Through an automated marriage process on the line, the pack and chassis lock together into a single rigid unit. That tight coupling eliminates redundant structural steel, shortens the wheelbase, and gives the rig a remarkably tight turning radius—wiping out hundreds of pounds of dead mass before the truck ever takes on cargo. Then there is the geometry of the pack itself—which looks nothing like an EV skateboard floor. Tesla stacked its chunky 4680 cells into a compact cube positioned directly behind the driver, threaded with an integrated cooling belt. Moving to a cube drastically slashes the pack’s surface-area-to-volume ratio. That means it holds onto heat dramatically better in sub-zero winter weather, cutting the parasitic energy normally wasted warming up cold cells. Thanks to that thermal advantage and low overall consumption, the 548 kWh Standard Range pack is actually smaller than the packs inside competing European electric rigs, yet hits equal or superior range. It also makes high-volume manufacturing remarkably plug-and-play. The 325-mile Standard Range model uses two battery enclosures side by side. To build the 500-mile Long Range truck, workers simply drop an identical third pack into the middle slot—jumping capacity to roughly 822 kWh without altering the chassis geometry or line tooling. Crucially, those range targets weren't random: they were reverse-engineered to match the maximum legal driving stints truckers can log before mandatory rest breaks in Europe and the US. Paired with high-power charging that adds a 60% charge in 30 minutes, charging happens entirely during mandated driver downtime rather than stealing productive road hours. Combining that low consumption with zero wasted downtime is what makes the commercial math pencil out. Consuming around 1.7 kWh per mile, the Semi runs at roughly $0.34 per mile on typical commercial power ($0.20/kWh) compared to $1.00 per mile for a 7 mpg diesel rig on $7/gallon fuel. Over 100,000 miles a year, that nets $65,000 in fuel savings alone, paying down the truck's premium in under five years. Gates was completely right about the physics of traditional trucks. He just assumed Tesla would build one like everybody else.
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Years of real-world deployment are why Digit 5 is being designed the way it is. The hard part was never the task. It's everything a real facility demands around it. Thanks to @robotreport for the coverage:
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Year one of KP in The Bay ✅ What's in store for year two?
Years back, one of my father's close friends, a bank retiree had put 1 Cr in a scheme, where he was promised 12% FIXED interest every year. It was a "Popular" Company. He got back: Yr 1 - 12 Lakh Yr 2 - 12 Lakh Yr 3 - 12 Lakh Seeing his success, his friends also invested few crores of life savings. And most of them were bankers themselves. Yr 4 - 12 Lakh Yr 5 - Company went bust So, he got back 48 Lakh, but lost his principal. He lost his friends, their money. Psychologically, very taxing. Learning: - If anyone offers you more than FD returns (Fixed return above 6% to 8%), please take this with a pinch of salt. - Most people invest their life savings in such schemes. Please note that, even in a bank, only upto 5 Lakh is insured and even that is not easy to recover, in case of a problem in the bank. - There are many unregulated companies with such debt schemes. Some give 10%, some 12% etc. AVOID. - Never put your life savings in such schemes. The RBI will not insure above a certain amount. Also, most of the cases, it gets written off. - We are common man. The court case will probably get resolved, after we are gone. - There is no free lunch. Take high interest, reward points, easy credit with lots of caution. Return of Capital is more important than Return on Capital. Share this with your friends. Especially with your parents. Repost for higher reach. If a few thousand people can benefit from this information, my work is done 🙏🙏🙏 #FI#
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Years ago, I hired a killer Director of Finance and Ops. He was a hard charger, high potential guy. I was lucky to land him. But I also knew if I didn't show him career growth, he'd be gone in two years for something with more headroom. He ended up as COO and stayed for seven years. He grew with the company and was a huge part of our success. When you hire someone ambitious, be cautious about handing them the final title, full scope, and full team on day one. Bring them in as Director or VP. Increase their scope as they prove they're great. After a few years, a C-level title can be on the table. High-drive employees are up or out. They have options. Before you bring one on, you need to have a plan for where their career can go inside your company (and save the C-level titles for after they've proven themselves).
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Years ago fishermen would fill the pool hall after a hard day’s work and there were dances in a community ballroom every weekend. Now abandoned packing sheds dot the Gulf coastline
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Year 6 Kyle Pitts getting ready to dominate Week 3 of preseason