Battery swaps make no sense for trucking (and never really did for cars). The storage required for batteries would be prohibitive, and the charging location would have to keep a decent number of expensive batteries on hand.
But tesla could own all of it.
If tesla could make the truck 2 batteries, 1 in the truck one in the trailer. Then you make all trucks flatbed, Refueling could be as simple as hitching a new trailer, swapping a container form 1 flatbed to another. Tesla could own the trailers and essentially rent the space. People could buy the trucks and get access to the trailers. And then it's just shipping with iso containers.
Trailers really wouldn't be the ideal place for a battery since they're often dropped off at a site. And that would also take up space in the trailer, adding weight as well. Two batteries would make the entire deal heavy and expensive, and the idea of Tesla owning them wouldn't fly with most shipping companies. Lots of containers are used in intermodal transportation, and that would rely on 100% Tesla Semis everywhere they were used.
