This doesn't seem likely:
Tesla has pretty clearly relegated the Tesla Semi Truck to a back-burner project. There's no reason for Freightliner or Peterbilt or any other leading semi tractor manufacturer to be worried about the short term market; that is, their business over the next 5 years.
Taking the long view, of course it's inevitable that BEV trucks will replace diesel trucks. But that could take a long time; perhaps as much as 20 years. I
hope it will happen sooner, but I wouldn't be surprised if it takes that long for sales of new heavy diesel trucks to dwindle to 10% or less of the market.
For the following reasons:
1. The Semi is Tesla's most compelling vehicle.
2. Its totally disruptive to freight even prior to the million mile battery. Replacement at 300k or 500k or battery is a truly nominal
cost relative to the utter waste of commercial ICE semis.
3. Musk and Tesla aren't about to leave 15 billion on the table. The case is so compelling its low hanging fruit.
4. This disruption drives the brand narrative and story like nothing else.*
5. Selling 100k Tesla semis a year is like removing 3 million cars per year from fossil fuels
6. 100K Tesla semis a year is 3% cut to big oil transport revenues- that won' come back
7. It would represent a massive gain to the stock price
8. Laggard competitors are helpless
9. There is no more funding issues that could create a back burner status for this most critical product.
There is no way the semi could ever be a back burner.
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*I've noticed that that the US military has become lax to the point of incredulity- unshaven F35 pilots in civilian clothing taking selfie youtube videos and posting the on youtube of them flying the plane and its instruments (plain looks flimsy) them literally losing a F35 in Japan.
Much worse XO on a new Virginia attack sub flirting with a you tube girl underway, with the XO wearing a Gators cap and tennis shoes and the youtuber getting footage of all the systems and consoles on you tube and the mixed gender crew like a big orgy in progress- a Seawolf class nuclear attack sub punched through the ice having a pow wow picnic type two other American nuke subs but with its conning tower smashed to bits and them only bothering o paste bast together with what looked like Aluminum foil but all of it on Youtube. A brand new Zumwalt getting the youtube 1x over showing all the systems with stupid media commentary commentary saying it was built as they went along and included too much new tech and that it would need shorter range missiles as is the military allow one its contractors to run a long distance scam on the propellant.
I get the real defense effort is probably focused on super intelligence and quantum AI neural net learning machines built by spyware and spammer plat-former Google- and also trying to build terminators and time machines... But the point is the US military has become pointless because for a long time its mission has not been to protect the US but to protect useless fossil fuels which the US equated with glory days war wins. Its has become pointless because everyone knows fossil fuels are just a pointless scam and have been since the birth of nuclear power but we can't even fake it anymore. We have a president now that seems to be focused of protecting the Russian version of the useless fossil fuel scam above all else, he may be under duress in doing this but the question is why is Russia even bothering with this dumb rent seeker scam?
There is a book out about the thieves, cons and kleptocrats that have taken over since the idiocy of allowing of shore banking- its called Monelyland and it talks about how to get back to sanity and reality which involves (I am presuming because I've not actually gone through the book yet just head interviews with the author) simply bothering to do good old fashioned law enforcement and non corrupt courts, and also getting rid of sponsor compromised lie based supply side media that makes money from censorship and discrimination and intentionally misleading the public about the public interest for aggravating profit.