Listening to @TESLAcharts and @nikolatrevor
Some points:

1) "let's the driver make a ton of money"
- on what, 25% less fuel costs? How does that factor into the driver's entire personal income? Doesn't this "promote" something without metrics to show? This needs details.

1.a) The point about Hydrogen being cheaper now is a consideration that some production tech is permanently changed to make it cheaper for the future. The primary method would be electrolysis cracking via renewables. This isn't fully vetted.

1.b) Does not discuss whether primary battery charging vs. diesel is also cheaper than diesel given the ability for utilities to offer business-class prices on kWh direct which can be much cheaper than residential electric prices about half. Charging a BEV truck is just as good.

1.c) What if Nikola put up 1MW of Solar PV somewhere for every BEV truck it sold to neutralize the energy grid fossil fuel issues? Cost per mile is the selling point, but the discussion here is about fossil fuel issues. The total issue is how does this work worldwide, not routes.

6) Grid pricing contracts
- his cost/kWh is a simple contract, not study balancing for 10 years.
- Buying off-peak night-time generator power rather than peaks.
- some grid generators sometimes have to pay to push power to the grid overnight during the lull.
- prove "all day"

6a) "business model"
- Sounds like contracts are to buy TX windpower overage and they have variable run-times where they can curtail demand on the signal from the generator network.
- reason is simply "we will take grid excess to help you out"

3) Efficiency
- talk is of efficiency, but the product sold is water (ie. beer made up of nearly all water)
- efficiency to deliver a product we actually do not need
- first world problem is that we are trying to make efficient things that are truly not a community good.

3.a) Culture is what needs changing. The efficiency of community. Do we need bottled water, or do we need piped water? Why do we keep buying bottled water (inefficient) but never did before the 1990s? We move towards inefficiency in the 1st world, making things worse.

5) Driving H costs down
- he has "worked on" the design of driving cost of hydrogen down for 7 years.
- how can we see a delivery point, a Bill of Materials, an operational costs breakdown and a true TCO of actually running a Hydrogen del. system?

Is this a whiteboard model?

5.a) They have one installation as a test-bed which is not necessarily a proven industry solution. It sounds good but it also is a bench test. Costs will change as scale occurs. Still says grid is used, so no real fossil fuel removal is happening - at least early, may never.

2) Deadheading
- when a bottler uses a route, it brings goods from factory to distributor.
- what about the trip back empty, or "deadheading".
- efficiency of a product needs to utilize it on the return trip too
- How is @nikolatrevor handling deadheading on routes?