Nikola | SPAC Presentation Deck | 39 slides · page 17 of 39
Includes a breakdown of the $130B U.S. TAM and a focus on dedicated routes for initial rollout.
Pitch deck · market_sizing · size_opportunity · dense density
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BREAKDOWN OF U.S. CLASS 8 $130B TAM
Market Segmentation Pyramid slide · 70%Commercial vehicle buying decision driven by Total Cost of Ownership (TCO); The largest Class 8 fleets are replaced every 3-5 years; Increasingly stringent global emissions standards; Diesel bans; Demand for
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