> Basically none of them are operationally able to go from 15 minute diesel fill ups on any corner to the infrastructure and load planning EVs require. Like they literally don’t have the software or expertise to plan the loads around electric needs without losing money on every load.

I understand you saying this is largely a software problem. Taking this at face value, I trust no other transportation related company but Tesla to deliver the best possible software for route planning (or anything really given they're just as big a software company as are in hardware -- see AI day presentations to get a feel of just how large a software effort they're running) if that is indeed a barrier to companies putting orders in for the Semi. I may even have heard them mention something about that in the presentation.