Valuetainment - September 29, 2026


Elon Reveals Tesla’s NEW Semi Trucks Disrupting The Industry

Topics
factoring
Hosted by
Patrick Bet-David
Mentioned
Adam Elon Musk Waymos Vinny
＂IRAN Has Two Weeks Left＂ – Bessent Warns Oil Money Is About to Run Dry ＂You Signed My Death Warrant＂ – Ex Disney CEO on The Phone Call That Changed Everything

Episode Stats


Length

13 minutes

Words per minute

200.87

Word count

2,725

Sentence count

172

Harmful content

Misogyny

1

sentences flagged

Toxicity

3

sentences flagged


Transcript

Transcript generated with Whisper (turbo).
Misogyny classifications generated with MilaNLProc/bert-base-uncased-ear-misogyny .
Toxicity classifications generated with s-nlp/roberta_toxicity_classifier .
Topics generated with Qwen2.5-3B-Instruct.
Hosts, guests, and mentioned names generated with spaCy (en_core_web_sm), reconciled against Wikidata.
00:00:00 Okay, when I sell my business, I want the best tax and investment advice.
00:00:04 I want to help my kids, and I want to give back to the community.
00:00:07 Ooh, then it's the vacation of a lifetime.
00:00:12 I wonder if my out-of-office has a forever setting.
00:00:15 An IG Private Wealth Advisor creates the clarity you need
00:00:19 with plans that harmonize your business, your family, and your dreams.
00:00:23 Get financial advice that puts you at the center.
00:00:26 Find your advisor at igprivatewealth.com.
00:00:30 Elon Musk posted a video saying, hey, look at the latest semi-truck.
00:00:33 Nine years ago, he said this was coming.
00:00:35 It's finally here.
00:00:36 You should see what it looks like.
00:00:37 The guy's standing right in front of it talking about it.
00:00:39 Here's him.
00:00:40 Go for it.
00:00:41 Welcome to the Tesla Semi event.
00:00:43 We're super excited to start production with the Tesla Semi truck.
00:00:47 And this is really going to be a revolutionary truck that is capable of carrying the heaviest loads over very long distances with ease of recharge.
00:00:56 mega charger that's capable of a megawatt of power this is really going to be a phenomenal
00:01:03 truck and it's going to be really also a driver's truck drivers are going to love driving this
00:01:06 truck because it's it just has so much acceleration it's it's like almost like a sports car in truck
00:01:12 form so it's it's going to be the funnest truck to drive in the very near future we'll be adding
00:01:18 in the self-driving features so these will be incredibly important for for safety so if somebody
00:01:24 on a long truck journey, they can engage the Tesla self-driving and greatly improve safety
00:01:33 and comfort of driving so that the driver arrives at the destination and still feels
00:01:39 refreshed. Otherwise, driving for any hours can be quite exhausting. So this is really
00:01:43 going to be a game-changer truck. And also, it's going to make a ton of sense economically
00:01:48 because the cost of electricity per mile is much less than the cost of diesel, especially
00:01:52 in these crazy times what a great timing so i think this is really going to be something that
00:01:56 works on on every level yeah i'd recommend placing more orders if you haven't already
00:01:59 uh but the waiting list is already pretty significant um and this is really going to be
00:02:04 a breakthrough product for for uh heavy shipping thank you and thank you for coming so check this
00:02:09 out the tesla truck can go up to 500 miles loaded okay consume about 1.7 kilowatt per mile and
00:02:18 recover roughly 60 percent of its range in 30 minutes of the charge that they have so large
00:02:24 fleet operators are the ones that are mainly excited about this you got walmart dhl you got
00:02:29 pepsico uh uh you know some of these guys a a shipper coalition recently selected tesla as the
00:02:36 primary supplier for an order of you ready they ordered 2500 electric class 8 trucks 2500 they
00:02:45 ordered one dhl's reaction especially meaningful because they actually tested it so they're the
00:02:50 ones that are you know super excited about it fleet cfos when diesel is expensive they're sitting
00:02:55 there saying are you kidding me i'm paying you know uh axios reported tesla's comparison showing
00:02:59 diesel fuel costing roughly 80 cents a mile recently versus a 20 to 30 cents mile for
00:03:05 electricity so those guys the cfos are excited drivers who have actually driven it they sit
00:03:10 there and say you mean to tell me i can take a nap and relax and watch a movie and this guy's
00:03:13 self-driving? Yes. Now, who's worried is the question. Tom, I'm going to come to you with
00:03:17 this one. Truck stop operators. That's scary. Truck stop operators and charging infrastructure
00:03:24 companies. Think about where you're going to go. That's a business right there, right?
00:03:29 So they're worried about what's going to happen with them. Small trucking companies,
00:03:32 the big guys can build depot charging. Pepsi can say, we'll install charges at our distribution
00:03:37 center. Small trucking companies cannot do that. They don't have those types of resources.
00:03:42 and long haul operators 500 miles sounds enormous until you compare with diesel a diesel class a
00:03:48 truck can often travel well beyond a thousand mile between fills so 500 miles is not as long
00:03:56 as you think it is uh compared to others now of course the resting like instead of resting and
00:04:01 i'm able to take a nap you can make up so much some of some of the time there uh so those are
00:04:06 some of the things but it's exciting i love the fact that he's saying he's going to do this and
00:04:09 he delivered on it. Of course, everything big you're trying to do in your life is going to be
00:04:13 10 times harder than you think, and it takes 10 times longer than you think it was going to take.
00:04:16 Tom, your thoughts on this? Well, I think... Okay, when I sell my business, I want the best tax and
00:04:22 investment advice. I want to help my kids, and I want to give back to the community.
00:04:26 Ooh, then it's the vacation of a lifetime. I wonder if my head of office has a forever setting.
00:04:33 An IG Private Wealth advisor creates the clarity you need with plans that harmonize your business, your family, and your dreams.
00:04:42 Get financial advice that puts you at the center.
00:04:45 Find your advisor at IGPrivateWealth.com.
00:04:49 This is disruption, and it's also opportunity.
00:04:52 If you're in the trucking industry, and this is going to be your truck, and you're like, look, I've got a partner with people.
00:05:00 The smaller truckers are going to have to partner with the bigger ones.
00:05:03 and it's going to lead to some mergers consolidation.
00:05:06 Some people say that will affect price per goods.
00:05:09 But this is coming in exactly the wrong time for the trucking industry
00:05:14 because the trucking industry is suffering through the cost of diesel.
00:05:19 Pat, you and I, I won't say his name because I'm going to say two businesses here.
00:05:23 I'm going to call them A and B because it's in Chicago, and I don't want to expose anybody.
00:05:27 But there is a trucking company that was working with one of our friends who's in factoring.
00:05:31 And what factoring is, think of it this way, Vinny.
00:05:36 You tell—
00:05:38 Buying future payments.
00:05:40 Right.
00:05:40 Well, but it goes like this.
00:05:42 You told Adam that you're going to deliver him five tons of corn every week all summer long.
00:05:49 Loves corn.
00:05:49 And all of a sudden—and you have a little bit of a buffer so you can pay your truck drivers,
00:05:54 and you can buy diesel fuel and pick up the corn.
00:05:56 You take it to Adam, and then he pays you.
00:05:58 Well, all of a sudden, the cost is going up, and you don't have a 20% profit anymore.
00:06:02 You only have a 5% profit.
00:06:04 So you give me, the factoring guy says, listen, can you give me an advance on what Adam's going to pay me when I deliver the corn?
00:06:12 Well, why don't you just have Adam pay you?
00:06:14 I can't.
00:06:15 I need to pay for the diesel and it's expensive so I can get it to Adam.
00:06:19 And he doesn't pay until I deliver the corn and he inspects it that it's all high quality.
00:06:24 So you have factoring.
00:06:25 And right now, there is a factoring company in Chicago that said one of their customers, Pat, one of their customers lost $2 million of the $2.5 million of EBITDA they have this year on fuel cost.
00:06:38 Last year, $2.5 million of EBITDA.
00:06:41 This year, half a million.
00:06:42 Oh, my gosh.
00:06:43 And they are scared to death.
00:06:45 So they're going to have to park the trucks and not even put them to work.
00:06:48 Well, and by the way, if they park the trucks, they better hide them because the bank's going to come get them.
00:06:53 Because they've got to pay for those trucks.
00:06:54 They've got leases on those trucks.
00:06:56 They've got payments on those trucks.
00:06:57 And in California today, in California, with the, I think it's $2.07 tax, we're seeing 801 for diesel in California was legitimately over the weekend, there was 801 diesel, not just at one location.
00:07:14 There was multiple locations that it breached to eight.
00:07:16 Now, I think it's back to 765 this morning, but still, oh, back to 765.
00:07:21 Oh, dear God.
00:07:22 You know, that's still $2 above $5.50, and at $5.50, we announced that we had economic stress.
00:07:29 $5.50 diesel creates economic stress.
00:07:32 And so I think this is coming at exactly the right time, you know, for Elon and bringing it out.
00:07:40 It's bringing it at the right time.
00:07:43 But, yeah, look at this.
00:07:44 $6 to $10, 66%.
00:07:46 Yep. 0.79
00:07:46 So, by the way, a user said on Super Chat, nobody wants EVs or voted for this junk. 0.95
00:07:52 That's Lance Dooley.
00:07:53 Gas and diesel is the best.
00:07:55 Well, Lance, respectfully, you could say that, but the market talks.
00:08:00 So if the market places orders of thousands of these EVs, they're telling you they want it.
00:08:05 Now, if it works or it doesn't work, we're also going to find that out 6, 12, 24 months later.
00:08:10 But the reality of it is he said he was going to do it.
00:08:13 And if you're going to make that investment into this, of knowing this is eventually going to be here, you better believe it's because there's a market forward.
00:08:20 Nobody comes out with a product that's, and by the way, it may fail, it may not succeed, but the market has been excited about this for a while.
00:08:28 So we'll see what happens.
00:08:29 Adam, your thoughts on this?
00:08:30 Yeah, well, look, Tom said the magic word, which is disruption.
00:08:33 And there's disruption going on in many different industries.
00:08:35 This might be the biggest.
00:08:37 you know i i had a heart to heart with a buddy of mine uh who's an uber driver and i said how
00:08:44 long are you planning on being the uber driver and he's like i don't know this is what i got
00:08:48 going on right now i said you better look for a new job immediately bro he's like what do you mean
00:08:54 i go let me let me just explain something to you because obviously you guys know that i take uber
00:08:58 and lyft every single day by the way if lyft wants to give me a sponsor we'll take it here
00:09:02 if you're an American
00:09:04 if you're an American
00:09:06 if you're an American
00:09:09 who speaks English 0.67
00:09:10 and has a functioning brain
00:09:12 and wants success
00:09:14 you better start making alternative plans
00:09:16 ASAP bro
00:09:18 I see Waymos with no drivers
00:09:20 now Elon is basically delivering
00:09:22 these semi trucks that can basically
00:09:24 drive themselves, disruption is coming
00:09:26 you know like in Game of Thrones they're like winter is coming
00:09:28 winter is coming for the trucking industry
00:09:30 in the driving industry so whether you're driving whether you're doing in vehicles any sort of
00:09:34 transportation any sort of trucking you don't get too cocky i know pat went off on people getting a
00:09:39 little too cocky a little too comfortable when it comes to debates and elections don't get too
00:09:43 cocky if you're in this driving industry i'm telling you right now disruption is coming and
00:09:48 there's i think there's four million professional drivers out there two million driving big rigs
00:09:52 and two million driving other types of vehicles you might not have a job for much longer that's
00:09:58 my point yeah and and go ahead no i just wanted to point out how elon i don't i don't you want
00:10:02 i'll stay on the story because i just wanted to show you what what spacex did today because on
00:10:06 top of the trucks and the evs and everything start spacex starship rocket successfully reached orbit
00:10:12 deployed its v3 starlink satellites for the first time making it like today was the official
00:10:16 starship's first revenue generating flight and this is a big milestone for him like so pat besides
00:10:21 the cars besides this besides the neural link he's freaking launching uh satellites like one
00:10:26 hour ago look at that boom and he's just dude this guy about those heights bbd he's not messing
00:10:31 you know what this guy elon i think he's gonna do some big things in his life he's on to something
00:10:35 he's figuring something out i don't know in his promises he is a big thing he is keeping his
00:10:39 promises this weekend guys in the back if you have the picture that uh uh alicia gave to you
00:10:46 with me and brooklyn if you have it do me a favor and put it up if you don't have it there it is
00:10:49 rascal look at this with me and brooklyn right skinny pat look at skinny past 30 pounds guys
00:10:54 You look great, bro.
00:10:55 But do you see in this photo shoot what I'm wearing?
00:10:57 Do you see what I'm wearing?
00:10:58 That's some F&B.
00:10:58 I'm wearing our latest billionaire loafers, which, by the way, most incredibly –
00:11:05 I wore this on Saturday, and I wore it on Sunday, and I think I wore it on Friday.
00:11:09 Friday, Saturday, and Sunday.
00:11:11 No socks, and it still smells amazing, right?
00:11:14 It still smells amazing.
00:11:16 Let me take a seat.
00:11:16 Hang on.
00:11:17 I'm just telling you.
00:11:17 Pass that over, buddy.
00:11:18 Let me tell you.
00:11:19 By the way, if you also look at that, I'm wearing the FLB shirts there.
00:11:22 My closet, I replaced all the white shirts that I have from all these other guys
00:11:25 that was buying $900, $1,200.
00:11:27 Ripping, and they're ripping.
00:11:28 It's all ours, and I don't know what we sell them for.
00:11:31 It's $99, something like that.
00:11:33 My entire closet is filled with these white shirts.
00:11:35 But these shoes, you know what we have now?
00:11:38 The latest FLB high-quality hat that just came through.
00:11:42 Look at how they go together right there.
00:11:44 You have them in different colors.
00:11:45 You can have them in Muvila.
00:11:47 That's the matching one.
00:11:48 Oh, that's the matching one.
00:11:49 Look at that.
00:11:49 Look at this match here.
00:11:50 Two here together.
00:11:52 Look at that. 0.99
00:11:52 Boom.
00:11:53 Look how that sits together.
00:11:54 Boom.
00:11:54 Right?
00:11:54 Yesterday, I had Tom's wife, Kim, was wearing the navy blue one.
00:11:58 And we have them in white.
00:12:00 We have them in navy blue.
00:12:01 And it's cool.
00:12:02 We have it that goes with the navy blue billionaire loafers.
00:12:06 So if you're somebody that believes the future looks bright,
00:12:11 and we have some amazing, amazing announcement that's coming out here very soon,
00:12:15 you're going to see the first FLB store, which we can't wait to launch
00:12:18 and have the people show up to the first store.
00:12:20 until that day for those of you that love the brand
00:12:23 and you support what we're doing here.
00:12:24 You want to see this thing getting bigger.
00:12:25 This doesn't happen without you.
00:12:27 If you don't watch this, we're not able to do what we're doing,
00:12:29 and we chose to have our sponsors be our businesses
00:12:32 so we don't have to be uncomfortable about our opinions.
00:12:35 And if you value that, support the cause, represent the gear,
00:12:39 and we do everything in our power to bring better quality products to you,
00:12:43 and we listen to you.
00:12:44 So go to FLB.com, place your order again.
00:12:46 Go to FLB.com, place an order.
00:12:48 whether you get the loafers and the hats together.
00:12:50 My suggestion is combine the colors
00:12:52 and you have a lot of other options to go with it.
00:12:54 If you enjoy this video, you want to watch more videos like this,
00:12:56 click here.
00:12:57 And if you want to watch the entire podcast, click here.
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