Cern Basher(@CernBasher):The news sounds like “Tesla just sold 2,500 electric trucks.” That’s not really the story. The problem for many companies is: "If we lease a big electric 18-wheeler for a few years, what’s that used truck worth at the end?" Nobody knows yet. So most companies are reluctant to take the risk. This deal fixes that. The trucking company drives the truck, then walks away. Someone else takes the “what’s this used electric truck worth?” problem. That’s why a huge order could happen all at once. Also: America has only put about 2,500 big electric trucks on the road in the last eight years. This one order is basically that whole pile again.

2026.09.22 17:55

The news sounds like “Tesla just sold 2,500 electric trucks.” That’s not really the story. The problem for many companies is: "If we lease a big electric 18-wheeler for a few years, what’s that used truck worth at the end?" Nobody knows yet. So most companies are reluctant to take the risk. This deal fixes that. The trucking company drives the truck, then walks away. Someone else takes the “what’s this used electric truck worth?” problem. That’s why a huge order could happen all at once. Also: America has only put about 2,500 big electric trucks on the road in the last eight years. This one order is basically that whole pile again.