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Can Slate Trucks Scale?

Name: Can Slate Trucks Scale?
Uploaded: 2025-11-26T01:00:15+00:00
Duration: 33 s
Channel: Shanli Liu, CPA, CTP
Description: In this brief commentary, the speaker discusses the newly announced "slate" electric trucks priced around $20,000. They note that Amazon may be an…

26 Nov 2025 · 1 min

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0:33

In this brief commentary, the speaker discusses the newly announced "slate" electric trucks priced around $20,000. They note that Amazon may be an investor and predict massive demand at that price point, but warn that the company will likely struggle to scale manufacturing to meet that demand. The speaker references Elon Musk’s observation that the real challenge is moving from prototype to mass production, highlighting that even Musk’s high‑priced ($100k+) vehicles face scaling bottlenecks. Overall, the speaker sees the concept as appealing but questions its feasibility at scale.

Chapters

You guys seen those slate trucks? They, um, they're like $20 grand. I think Amazon was an investor. I think that they will sell a ton of them and then they will not be able to manufacture because at that price point there will be a gigantic amount of demand. They look cool as long as they work and they're EVs. Like, it's a, it's a good idea. But like Elon talks about how the problem is not creating prototypes, it's getting to scale. Elon has tremendous resources and has gotten to the point where he can manufacture and he still is behind. Demand, and that's at a $100,000+ price point in terms of volume, not a $20,000 price point.