Electric trucks. Everything points that Tesla made less than, or about a hundred Semis in 2023. Fleet of "nearly hundred" includes 2022. Doesn't stop pumping silly plans of European production (the form factor is a bad fit to Europe). Meanwhile Volvo Ab delivered 1,977 electric trucks in 2023.

It's the same ol "always ramping" story with semi. Looks like Pepsi is the only customer and really it's a pilot program - not commercial production yet. Originally was to be in production in 2020. They don't separate revenue from Semi in financial reporting. I think there isn't any yet.