Hey Phil- I think we know each other, your name is certainly familiar.
Tesla is already just about there on trucks:
"In addition to consumer vehicles, there are two other types of electric vehicle needed: heavy-duty trucks and high…electrek.co
And my understanding of Tesla vehicles is they are already designed with drive on/drive off swappable batteries.
The X factor with transport is a semi driver is legally limited in hours of operation per day, where a truck won’t be. So you’ll get a much higher capacity factor along with much lower cost. We shall see.