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Discussing Tesla’s Best Presentation Ever with Dan Caesar | The Fully Charged Podcast
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- Опубликовано: 11 мар 2023
- Robert is joined this week by The Fully Charged Show’s CEO Dan Caesar to discuss what they both agree was “the best presentation ever given by Tesla!”.
Unveiled at a recent investor day at the Giga-factory in Austin, Texas, and subsequently shared globally, Tesla’s Masterplan pt 3 outlined, amongst other key themes, their far reaching plans for a ‘fully sustainable Earth’.
Both concluding that it was 4 hours well spent, Dan and Robert pick through some of the highlights of the presentation and what that means for the global energy transition.
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Best investor day ever, all car companies need to do a 4 hour presentation doing exactly the same showcase of their products.
This type of presentation is exactly what is needed.
But the depth of Teslas know how can’t be matched by the old car manufacturers. Old OEMs use SO MUCH parts from suppliers. They really couldn’t show interesting things for 4 hours.
But I agree, it was a great presentation that showed what Tesla really is. A technology company.
@@Glenhh 4 hours? LEGAs couldn’t keep our interest 4 minutes ❤
If I were an old-school auto manufacturing executive watching Tesla’s presentation, I’d be absolutely crapping myself.
Nah, i would stay @ BMW until i go into retirement and not care about the planet or this vermin living on it. I would decide on my last day that BMW must make a new more efficient Diesel Engine. And leave them knowing perfectly well that i have screwed BMW and the world. And i would love maniacally…
A friend visited Tesla in the early days and was told that part of the reason Tesla is so vertically integrated is that suppliers were told not to supply parts to tesla by existing car manufacturers. This forced Tesla to be even more inventive.
@@kylebeetham3679 Serves them right, but understandable trying to fend off the inevitable.
@@kylebeetham3679possibly one reason, another was that they couldn't move fast enough. Tesla has always claimed it's "moat" is pace of innovation, and lots of traditional suppliers won't move fast enough for that.
13:58 I'm stunned that you guys got the whole presentation, but completely whiffed it on this part. It was very understated. But the progress they've made since the last Optimus presentation was absolutely astounding.
Agreed Optimus could be bigger than everything else by at least a factor of 10!
For Tesla maybe, but this isn't a discussion as it relates to a Tesla shareholder but rather how they're advancing clean tech in the form of transport.
Of course, Optimus is first and foremost designed to replace people on the production line in places that are dangerous for people and difficult for traditional robots to perform.
Thanks for talking about this - It is the mission we are all here for NOT the CGI and greenwashing
Always enjoyable to have Robert chatting to Dan because Dan is so realistically upbeat.
Investor Day - 4 hours.! I ended up a little punch drunk, there were so many points of information to take in and chew over. Like Dan did, I watched a summary video by Zac & Jesse, but that left me wanting to go back to the full presentation. So I will. It's a staggering vision and roadmap that Tesla has though, and I'll bring the popcorn to the hill to watch Tesla, BYD and all the Others win the battle of sustainability.
Yes, I went to bed buzzing.
What a business.
What a team.
I agree - I'm flummoxed that this investor day and MP3 didn't get better reception. It was absolutely brilliant for those like us who want a sustainable and brighter future! Thanks for covering it.
I watched Tesla's Investor Day in manageable chunks after the fact. Quite apart from all of the information the Tesla team imparted, I was quite shocked to discover how little the analysts present seemed to be excited, or even that interested, in what was being presented.
Okay, it was a very long presentation on top of what had already been an extensive tour of Giga Austin, but you'd have thought that the nitty gritty details of how Tesla viewed the sustainability transition, how they planned to get there, and what its impacts would be, both from a company viewpoint and a worldwide perspective, would be of considerable interest.
As Robert said, all they really seemed interested in was what the next big shiny thing would be - like a flock of magpies; go figure.
In Texas, that deal will be unlimited OVERNIGHT charging, when there’s a surplus of wind energy
Great chat guys . Got back to Adelaide this morning after a great weekend at the show. Was great to meet you Robert. The information gathered I will be using to educate others . But I still feel the Adelaide show grounds could have worked better due to the large open spaces and being more central to Australia . Keep smiling everyone
A track or closed off place for test drives if they have one there, would have been great as well. Loved the speeches at Fully Charged but going into city traffic while feeling like a learner driver in need of L plates and an automatic driving instructor since you’re used to a manual car and country towns not so much. XD The Good Cars driving person I was with was amazingly calm and patient though, full stars there.
Dan was right when he said it's happening now. Over the last year I have seen several electric taxi cars and several delivery vans in our town. It's great to see and I look forward to seeing more.
I hate the fact that I am old and I am not going to be around to know how this change all pans out......what makes it so interesting is that this change is really a battle for human survival. Causing our own extinction still seems the most likely scenario...but I am seeing so many seeds of hope from discussions like this. It's a desperate race between old and completely new ways of thinking.
As someone who lives in the Caribbean, Fully Charged Barbados would be a dream come true….let’s make it happen!! 😊
Tesla has an electric subsidiary in uk too. Just installed EUs largest battery pack in Yorkshire, from the off shore wind. £30 overnight charging coming to Yorkshire soon
The timing is significant with Dogger Bank Wind coming on line in the summer.
Enjoyed the show on Saturday. Ended up ordering an enphase solar system and a heat pump hot water tank and will upgrade from our Mazda CX5 to a Model Y. For it's size, the Model Y is incredible value and after watching Tesla's investor day, I'm not all that confident some of these other makers will be around to honour warranty issues or supply spare parts in the next 5 years. Too bad Rivian, Ford and VW couldn't make an effort and I suppose of it wasn't for the Tesla owners club Tesla would have been absent too. The transition away from fossil fuels is the biggest economic disruption in world history. I understand fully charged has only limited funds but maybe a friendly state or federal government or even a council could subsidise Fully Charged next year to make the show massive. The enormity of the transition deserves it.
The warranty issue is a reason for me choosing government backed MG 4 for my driving school.
@@andrewsaint6581 government backed?
Great interview/chat. As someone who did watch the whole 4.5 hour Tesla presentation (while doing a bit of simple wood working and cleaning up the shop; it would be a bit of a stretch to sit through the whole event without any break) I think you did a good job of highlighting the key moments and "take-aways'. BTW, the $30/month unlimited charging for some Texas Tesla owners is for overnight charging, when the grid has (often, I assume) more wind power generation than demand for energy. Like you, I found the presentation to be very interesting and insightful and hopeful - as the explanations of the real viability of renewable energy are. I'm in Canada, BTW, where we are slow to ditch fossil fuels and we are also subject to tremendous fossil fuel industry lobbying about our "Clean oil"...whatever figment of marketers' imagination that is.
I watched live and thought it was very profound, then heard so much negativity about a lack of showing the new model 2. You are so right. Core principles are so refreshing.
World leaders and Governments: "We promise to reduce carbon, blah blah, war, blah blah, lie, lie...
Tesla: "We will transition the world to sustainable energy and a circular economy, this is how..."
And what do the world leaders - aka mass media - have to say to this challenge?
Bla Bla Bla Lie Lie Lie…
Governments can only give a direction and make rules.
Companies are the ones that have to do the actual work.
Sadly +90% of companies and managers only care about profit.
Recently shown by OpenAI. Once Musk left the company turned away from open source and no profit.
He really is the guy who pushes for the vision above all. Someone who really has goals for his companies and for humanity that are bigger than his own gain. Either there are no people like him or people that think that way usually don’t get to be managers. I’m not sure.
I don't often watch the FC podcasts but this was brilliant, thank both for picking the bones out of the Tesla investor day. I will be celebrating my 4th anniversary tomorrow of giving up the fossil fuel habit. Kia e-Niro for the road, eGo power lawnmower for the garden, ditto brush cutter and chainsaw for the woods...We have a hectare plus and acre of woodland and 56v LiOn power deals with it all.
I agree that was possibly the best presentation I have seen from Tesla, the developments they are making in efficiency will mean they can produce more cars cheaper in less space, the cars are also likely to be more reliable. I think now the main hurdle for EVs is their initial cost price and Tesla is going to solve it, they can do production at scale.
You didn't talk about the dry battery electrode process that is now starting to significantly scale up and which is a massive saving in factory space and reduction in water use.
I am super interested to hear more about their lithium refining. I think they will feature that in future, I think what Elon was hinting at was that they can develop battery grade lithium from lithium deposits that weren't considered of a high enough grade before. I am keen to see what develops in that space.
I too, at this stage, am not as excited about FSD & Optimus Prime as this has proven to be a harder problem than Tesla thought, they have admitted that a lot of their lines of development plateaued, Elon promised FSD to be working years back, I know they are often late and while they do keep improving we can not be sure that they will succeed. What happens when a human is driving is a very complex thing and while AI can do surprising things, but it does not replicate human thinking, AI can never rely on common sense. I'm not saying it won't happen but I also don't think that it is a given that it will happen. For Optimus to work they need to solve FSD, whereas to get the next generation Tesla factory in Mexico working they have already pretty much solved all the problems in principle, so i think there is a clear path for that to happen.
It was unlimited at night car charging in Texas powered by wind energy.
Another fantastic chat, I hadn't watched the presentation but so interesting to hear what you thought and I must say it does sound very very interesting. I said to someone the other day that solar has been a main reason for the take up of EV's and this proves it. The other thing is that it is amazing how many people only look very short term, but EV's, solar and anything electric are the future.
Great stuff, I have watched Fully Charged for a year or 2, went to Fully Charged Show at Farnborough and test drove for the first time electric cars (was not disappointed), ordered an MG4, got an MG4, loving it 🙂
You mentioned the person in charge of the EV charging infrastructure but then ignored what she said? Tesla cars will be integrated into the Super Charger network as you travel!?! So you set you destination, then your car sends that information on to the Super charger network which then allocates slots to you at various charger sites along your journey while at the same time being aware of and doing the same for other Teslas currently charging at those sites or on their way there. This means no queues for charging and no range anxiety if you drive a Tesla on long journeys.
I am waiting for this for a long time now. I recommended to Tesla doing just that in 2019. But i also told them the worst factory placing in Europe would be in Germany. Hungary - only as one example - is much cheaper, much more corrupt and much easier to coerce. Did they listen? No…
😂😂😂😂
What nonsense "you lot" type.
You're assuming that every charger in the chain will be 100% functional at the time you need to use it.
And, if you were held up by traffic then who's to say this "slot" won't be taken by another driver, equally concerned about charging his vehicle?
And there's sufficient "electricity in the wires".
And it's not too cold.
There is no future in battery powered cars and never was.
That battery tech is/was but a mere step on the way.
I have to presume you're still at school and understand very little about cleaning up the planet's atmosphere.
There's an environmental catastrophe looming as in when the ice melts and the coastlines change out of all recognition ... and you and poor old Robert are still droning on about "cars".
The notion of electric "any form of transport" is excellent but the power supply via battery isn't and never could be.
Given the percentage of EVs across the planet "we" are just about coping with the recharging thing as it stands. What do you suppose will happen when all the vehicle stock on the developed part of the planet becomes electric?
This magnificent new battery factory allegedly to be built in UK is not building batteries for ordinary vehicular use at all.
The batteries to be produced are destined for storing energy from renewables. It is alleged that some research will be for high performance batteries for high end vehicles. Why?
Would there be sufficient capacity to charge cars and service the domestic load given fossil fuel appliances are being phased out by design?
Never forget that together we can drive batteries off the roads.
I'm glad you mentioned Tesla's mission, so often it gets lost in everything else.... The absolute most important thing about the Cybertruck is that it doesn't pollute. Jeannine
I agree it was nice to have Tesla's subject matter experts present at the event, I enjoyed that.
One of the benefits of Robert being in Australia is I learn more about what's going on here than I see in our press.
Thanks for another great podcast, and a HUGE thanks for bringing the Fully Charged show to Sydney. I enjoyed it immensely. Have a look at Sandy Munro's video on the presentation. Great incites to the easter eggs in the investor presentation and their factory tour. It was well worth watching the four hours. The move to 48V from 12V is great to see. Regarding batteries - also have a look at another video from Sandy talking to Zeta Technology on new battery technology. Cheers
Not a logistics person. But was impressed with their logistics supply presentation the most.
Their tier 1 to tier 6 visibility and control is frightening. But also the fact they work in a partnership, win win, that they also help ramp and improve suppliers
I ran a mixed haulage fleet in the UK. Transport is not on the radar of most people.
But, as they say "If you've got it, a truck brought it".
Re. Unlimited charging for $30 per month, then you could drive the equivalent of once around the world for $70 dollars.
Vis If a Long Range Tesla Model 3 with an EPA-estimated range of 358 miles per charge were to travel around the world, it would take approximately 70 charges (24,901 miles / 358 miles per charge = 69.5 charges).
If you can charge your Tesla Long Range Model 3 every day for a total cost of $30 per month (which is equivalent to $1 per day), then the cost to travel around the world once would be approximately $70. This estimate is based on the assumption that it would take approximately 70 charges to go around the world once, and each charge costs $1. However, please note that the actual cost may vary depending on the cost of electricity in your area and how much you drive the car.
Thank you Chat GP. No sign of Droid rot yet, unlike some people I could mention.
Noice! 🎉
And whilst we're being scientific and serious. To drive the shortest route to Mars ( 33.9 million miles ) at this rate would cost $96,000 in a Long Range Model 3. A Model 3 Long range weighs 1.655 metric tonnes, so a cost of $58,000 per metric tonne. Elon aims for Space X to be 6 times cheaper than this.
But its overnight charging at your home, so you'd have to return every night to charge. Rather than around the world, the furthest you could go is 179 miles away.
@Richard Fox
"$30 per month"
Not withstanding that during your " you'd have to be at YOUR charger every night (or have a VERY long charge cable?)
"A fox chasing 2 rabbits catches none"
Toyota is chasing 3: BEV ICE and H2
Great conversation as always. Thanks.
It's sad to hear that lobbyists are managing to get governments to slow the transition down. As an EV owner for nearly six years now, I have seen things improve and then decline again. The issue is not with the cars but with the uptake of them going faster than the infrastructure required to support them. It is another example of Tesla showing how it should be done and the rest of the industry ignoring them. I had a conversation with a hotel owner recently when I enquired why they didn't have car chargers. Their response was that they couldn't afford it. I explained that it would be another revenue stream and they looked baffled. Misinformation had won here too, for the moment!
You dissed Optimus. But in just 12 months, it could do some of the jobs we saw Tesla Shanghai video that people are doing. Innovation at the speed of thought.
I liked a lot that was said in the presentation, well I liked what I could understand haha, but one thing that stood out to me was the acknowledgment that there’s a lot of people that want a Tesla but can’t afford one. I hope their new car will be much cheaper and show others how to produce smaller and cheaper electric cars.
Replace "Tesla" with BMW.
.
It's NOT the responsibility if Tesla to do it alone. (Although it may come to that, bar one or two others)
.
Ask why the "small, cheap car experts" aren't doing it.
I’d prefer a Tesla.
You're right, it's fascinating to watch the transition. Not long ago, another Tesla on the road got a wave. Now I see too many to count on the commute, and frequently a few car transporters full of 3's and Y's!
Robert falling asleep towards then end 😂
Missed you at FCL in Australia Dan, hopefully you'll come down next year...please! :)
Robert and Dan, enjoyed the chat - do more of these EV musings. See you at Farnborough, thanks, Eamon
I think Elon showed his team to reassure the world, Tesla will continue regardless of him being in on it 100%. Just saying don't panic ❤
I've said that rather than "reassurance to the world" it was a "middle finger" to the.... "Twitter critics".
As was said by Robert/ Dan, it was
"Do you *REALLY* think it's going to fall apart if I'm not there for "X" amount of time????"
.
"DON'T DISRESPECT MY TEAM!!"
.
If I worked there I'd be giving him a virtual "high 5" the next time I saw him.
.
I hope he makes the point in public over the coming months.
Or he could be saying 'so long, and thanks for all the fish' 🐬😜
@@andrewsheppard1940
It's a possible precursor to that, but not yet.
(I do note that barring an intervention by Institutional "Investors"(?) JB is returning.
That could involve as yet undisclosed plans.
Wonderful news when we need it most!
Hyundai ran a commercial a while back in the US, after the first Genesis won North American Car of the Year, that specifically called out the pronunciation and said “it’s Hun-day, like Sunday.”
When they were just breaking into the Australian market it was "all day, every day, Hyundai".
I watch the investor day presentation live. I think many people were expecting a product launch event but, like yourselves, we actually got a much more interesting insight into what can be done in the near future
But the media commentators and the WS analysts told us it was 'disappointing' 😂
Finally good commentary from those who understand.
Musk has never been 100% focused on Tesla.
Space x
Tesla
Neural link
Boring company
He has always spoken about the talent at Tesla and Investor day highlighted how the company could execute perfectly fine without Elon.
Great to hear your thoughts on Investor Day. A huge boost of optimism for humanities future
I really like that you always show your respect for the people that are doing all of the work at companies like Tesla. Nothing against their charismatic and wacky, billionaire boss, but it is massively impressive what those teams have accomplished.
And while you are near the Atto 3, can you please check if it has the same rust problems around the metal bolt connections throughout the car, which has been circulating around for few weeks now?
great show so far 10 mins in!
I have been enjoyed, so thank you for delivering.
Like sentry mode being added after, we used to have new features coming to iPhone all the time, features that didn't exist when the hardware was produced. There is so much that can be done with the computing power in these cars now
one of the biggest things that people don't seem to realise; is that you can charge every night in an EV, and don't have to keep going to charging locations like you would a petrol station
Thank you!
Awesome presentation from Tesla and FCS. I’ve not seen Tesla mention V2L or V2G, this is available on several cars now and I’d very attractive as a home energy store if like me you have solar or cheap off peak supply. Anyone aware of Teslas plan in this respect?
Great discussion.
Good points guys 👍
the US$30/month unlimited charging thing in Texas is limited to overnight charging but, that's still a wonderful deal!
Maybe it's just me, but I kinda want to see Robert do the show from Philadelphia. Only so they can call it the Philly Charged Show. ;)
I'll get your coat......
Dan and Robert I must confess I used to be a consultant a long time ago. Besides configuration management my pet topic was "fully stuffed" section building meaning including all systems, aka Type XX1 Germans submarines and the FW190. I now use it building sustainable houses. Not at the level I would like I am a very small player but this is definitely the way forward. Tesla seems to have grasped it. The name is very apt Fully Stuffed! I wonder?
Fantastic discussion! Thank you for this!!!
The old cars need the battery to be a very specific voltage. So building around that and allowing the new cars to use different batteries requires the software and hardware to be ok with slightly different voltages.
The 4 hours investor day video on RUclips has 1,4 mio views - That is just insane.
Regarding hybrids, I am reminded of what the bike experts say about hybrid bikes: they can do several things equally badly! 😁
I haven’t watched Fully charged for a while but Dan gives me hope that they can be unbiased when reporting, more Dans please.
So glad to see your enthusiasm for the Master plan 3 presentation. It was really disappointing and sad to see the general media reporting of this very important event for all of our future. Promising
When you open Fully Charged Barbados I'll volunteer as tea boy
Chin up Robert!
You need a rest after the huge weekend we all loved it keep up the good work. Shame legacy auto didn’t bother to show up but that just speaks volumes about how out of touch they are.
You guys are such Tesla fan boys. On a serious note, this has been the best review of Master Plan 3 I’ve watched. Great work!
Not "The sharpest tool in the box" eh?
Lol. These guys are far from Tesla fan boys, and I have heard a lot of Elon hate in the past, but they love a green future. Why wouldn't you. Oil = cancer.
qualtity video! GOOD energy here
good to hear 'now you know' show get a shout out
My go-to argument when debunking people who say, "What happens when it isn't sunny?!", etc., is to mention the fact that the Casey Research Station in *ANTARCTICA* gets 10% of it's power from solar. If it can work there, nobody has an excuse why it can't work in their area.
I'm actually surpised it's not more
Heat pumps in Antarctica were always my go to for "heat pumps don't work in Britain.
Though to be fair, the ones they sell in Britain don't work in Britain.
Excellent high level summary of the state of things. Heard a few good Insights, like the chasing two rabbits bit.
Well done you two 😊👍👍
Do you have the link? (I can imagine 4 hours searching for it)
The takeaway people aren’t acknowledging is: Tesla is HALFING the cost of their next Gen, WITHOUT reducing quality or features. Tesla will also be able to produce these is unheard of numbers.
Thanx
That last few Tesla Special days do not include Elon as much as reveal or delivery days. AI1, AI2, Autonomy Day. They have been showing the breadth of their talent.
Hybrid cars, reminds me when I first arrived in Antigua and Barbuda in the Caribbean in the seventies, someone had a motor sailer boat. The joke was that it combine the worst parts of a sailboat with the worst parts of a motorboat so you could enjoy the worst of both worlds. And I guess you can say that for hybrids.
Great analogy. Hybrids are so bad if you love driving.
How fantastic would it be not to have ANY tesla cars or EV cars, but rather being able to travel everywhere you want to go on Trams, Trolleys, trains and even buses with electric "bikes/light vehicles (covers a wide variety)" you can rent for last mile.
Unfortunately, most American cities are built for cars and the urban sprawl car centric design creates is fundamentally incompatible with public transportation.
Thanks for this chaps. I'm one of your Brit followers but someone without a following myself so not a lot of use to this idea...
Anyway point is maybe a bit of a publicity drive here to get more than those of us who are already converts interested and informed by your programme. Is a TV advert beyond the realm of possibility, maybe for the fc live shows? Perhaps you have one in the pipeline or perhaps the cost is prohibitive but on those occasions when I have shared episodes among my six Facebook friends I always get at least one response! I see the govt are "investing in green tech" or some such , tick...then they say "specifically carbon capture" and my heart sank and thought that we need more people in this country to realise the weakness of that kind of investment and to ask for the right kind and more British viewers of your channel would encourage that. Or maybe it's a case of you feel, as you've just said at the end, that viewing figures are doing well by word of mouth and the huge expense is not a viable use of funds.
Really great presentation, thanks👍
This is great..I'm feeling so hopeful now that because the economics are right, because the cars are almost ready for Prime time, I feel like we're on the cusp of a huge change that will make such a difference to a better future. Sustainable energy can be energy for all countries, rich and poor and therefore drive a revolution across the world. This is gonna change everything! Its so exciting. We have a front row seats to watch this unfold and I'm HERE for it!
Naysayers beware, the future is 'incoming'
Can't wait ❤
I’ve had my Tesla Y for a couple of weeks now and as an engineer, I’m very impressed. The software is pretty darned good. Just needs some tweaks to night time camera warnings, false information and perhaps the wiper s/w at night not being sensitive enough. Other than that it drives well. Needs air suspension though or a good set of Koni shocks to smooth out the UK potholed roads. Compared to the EV competition it is streets ahead.
Have you seen that meme with two photographs of 5th Avenue, NY? The first, taken in 1900, is of dense horse-drawn traffic, with a circle to highlight the one motor vehicle; the second is taken in 1913, with a circle to highlight the one horse-drawn vehicle amidst a mass of motorised vehicles.
'Nuf said.
Think the main thing that enables this new stile of production is painting technology. 😊
Recently went electric and it really is the future. As well as the green stuff it’s nicer to drive.
Hope you cover Magna International. They are helping many OEMs make better BEVs.
Check out Kyle from out of spec RUclips channel he has covered multiple magna ev related insider stuff.
One question raised in my mind by the big Investor Day presentation has not been addressed by any commentators as far as I know.
Tesla pointed out a major advantage of the car's computer during assembly is that every electric or electronic part can be tested as it is installed so, if faulty, it can be replaced/repaired/tightened immediately before other parts are in the way. This is possible because the wiring loom extends throughout the car. This procedure means that the construction history of the car is contained within it and stays with it during and after manufacture.
In future, the car will be assembled in segments that are combined in the final steps of vehicle assembly. This allows many steps to proceed simultaneously, thereby increasing speed, but adds some complications. Each segment will need separate wiring with power and computer diagnostics. Maybe the power and diagnostics are part of the station where the segment is being built. These segments are: front casting and drivetrain plus instrument panel, rear casting and drivetrain, battery and seats, left side panel, right side panel, doors etc. These pre-painted, pre-built segments must then be fastened together to make the car (but NOT by welding now). Apparently lots of bolts and gaskets or caulking will be needed to fasten the segments together. The wiring loom sections will need to be plugged in to each other and the testing histories combined and retained by the main computer for testing of the total car.
This new procedure should make for faster assembly and more cars produced. But these many extra steps and complications are not present in the current methodology. Will the move from welding to fasteners cause problems? Will the test history be in the ‘Tesla cloud’ or in the segments or in the car’s main computer somehow? I’ll be interested to see how Tesla’s engineers solve each of the issues raised by this new procedure. I expect they will or already have.
This presumption that Tesla will move from Welds and glue is just a best guess. There are other design options to consider such as clever interlocking and the Glue and Weld technology isn’t going to be sidelined in many places where it currently exists either. I’m sure the Crew are fully aware of the challenges and are currently conquering them one at a time. That’s the kind of people Tesla employs …
Found Elon a bit arrogant toward bidirectional charging. Floating a point that if you pull the plug out from the car the house goes down. We’re not dumb, we see after that, it was mentioned in 2 years it will be available. But should be available now to provide power during natural disasters or emergencies. Elon seemed to be totally against the idea.
It's clear Elon & Tesla would rather you bought a Powerwall than use the car. tbh i'd rather reserve my charge cycles on the car for driving than powering the home.
He wants to sell you home storage.
His point was absolutely "On the money"
Can you predict when a power cut will occur?
(Whether it's due to "natural disaster" or "emergencies" (specify)
or
grid deficiency?)
.
That'll be an emphatic "NO".
.
Once that conclusion is established, the next rather simple conclusion *should* be
"So, I can't guarantee that "the car" (AKA "battery") will be at the premises when the "emergency" occurs?......"
.
Then, the "smart person" (maybe a ten year old?) might ask
"So what's the point of "a backup battery" that doesn't provide guaranteed backup?"
.
The phrase "Chocolate Teapot" springs to mind.
.
Plus,
Let's make an assumption that the owner of an EV
(AKA "not effective backup battery")
Might be smart enough to have at least some solar installed?
But they use the "not a backup battery" for work, either "on the job, or commuting.
That means (obviously?) That the NeBB (car) isn't Available to top up when the vast majority of solar is received?
So, the solar powers the home, but there's excess.
The "system" offers the excess to the grid (if it's working)
The grid has (let's say it's 2025?) 5 million homes doing the same.
It doesn't need the energy since coincidentally there are 5 million homes NOT using grid energy.....
But they take the energy anyway!
How?
They offer a very low "we'll take it if we must" price, and they channel it to THEIR battery storage!
.
When the "NeBB" owner drives the NeBB home, the sun is low, there's little solar input.
They plug in.
The grid starts selling them back *their own energy* at the "you really need this!" price.
Win for the grid!
.
This is where you say
"AH! BUT.... The NeBB Powers the house (if it has enough remaining) and only asks for Grid energy overnight.... Off Peak!"
.
OK, so "Peak" (18:00 to 23:00?) Is no longer "Peak", because you removed the home from the grid?
.
BUT between 23:00 to 06:00 there are a lot of homes (and NeBBs) needing energy!
.
The utility decides there is no "off peak", just a flat rate over 24 hrs.
No gain for the NeBB owner.
.
The utility may even find they just don't have enough Battery during the day to store the "5 million home excess".
In that case, they require "other generation" sources specifically fired up overnight. That's going to be "Peak cost energy"
.
Of course, there could be a power cut at any time day or night, so you may be left with a NeBB which has powered the home to 11pm, then has no input overnight.
Choices?
Deplete the NeBB, then maybe don't work the next day?
Or, don't power the home, leave enough in the NeBB to get to a Supercharger, and charge at some point during the day..... (Late for work?)
Dilemma.
.
Alternatively
With a static battery?
All bases covered.
Aptera started from day one at reducing the wiring in their vehicle! Perhaps Tesla is watching the Aptera videos! And their top production individual who is lining up the supply chain came from SpaceX and a few of their engineers came from Tesla so I assume working at Aptera is also very attractive to satisfy your career!
"Perhaps" Elon musk knew if (and mentioned) this years ago, but was unable to source the 48v components from suppliers?
(He did, and he couldn't)
Perhaps, due to his enquiries, some suppliers began planning for the change, with Aptera becoming a beneficiary?
(Perhaps we'll never know?)
Just like Apple, Tesla are certainly watching what others are thinking and doing, to then either replicate or make mainstream and known some ideas that were not necessarily theirs in the first place.
Tesla and Aptera have both benefited from their willingness to listen to the Wisdom of Sandy Monroe when they have employed his vast experience and expertise to help analyse and develop their products. Canadian Thinking isn’t bogged down with stock bought or traditional methodology and Elon with his South African youth and Canadian upbringing knows he can trust Sandy when it comes to sound development strategies … Aptera have seen the light through their failures and have developed well their special product. I wish them all success …
In Sydney all the taxis are Toyota Camry Hybrids, and I bought one too. A great car but it is a pity that the Toyota head has not embraced electrics as fast as the rest. They could have led the world with E vehicles but the boss was against, it apparently for some reason !
Can you comment on same ?
Texas currently has excess wind power during overnight hours. The $30/month unlimited charge only applies if you charge during the overnight hours.
Still an amazing deal.
Battery control modules tend to be specific to battery chemistry
Dan forget about your Polestar aspirations, BYD just released the Denza N7. Supposedly a BYD/Benz mix but in reality 90% BYD. A 500hp shooting break with looks to kill.
We‘ll see when they actually come to Europe. At the moment they are not being seen anywhere.
Shooting break?
Brilliant guys!
But, Tesla is already mounting the cabeling, carpets, centerconsole and the Seats to the 4680 structual pack.. - before mounted in the car👍🇳🇴
Please post an IDentifier in the remarks so my smart speaker can find a specific podcast.
I’m in Texas, Houston area, and currently (March 2023) the price of gasoline is $3 a gallon, about 0.78 per liter. So $30 will get you 10 gallons or 38 liters. In my “huge” SUV that’s about 150 miles. Also electricity rates are 0.12-0.15 cents per kWh, so $30 is about 200 kWh worth. That’s a good deal. Wish I had the money to move from 15mpg to 105 mpge……
6:15 I wonder if you guys listen to the Earnings Calls, or watched AI Day? They've given more and more time to a broad spectrum of the Tesla team, which I think is awesome.
BMW still think Hydrogen cars are coming 🤣
Your take on the importance of the changes to assembly are spot on. But it goes one step further. Not only is it less steps it allows for more room, which allows for more robotic assembly & less complex robots.
The next generation platform could have a order of magnitude less human labor per car. This is what Elon wanted when he imagined the “alien dreadnaught” factory that lead to production hell. The robotics were too complex to build the vehicle at scale. Their solution was to design a platform from the ground up to have fully automated production. The next generation platform will fundamentally change how all volume automakers produce vehicles. Those that don’t change will be absorbed or supplanted by those that do.
Tip your waiter?! I thought they didn't tip in Europe....oh wait that shop is in England...never mind...😉
bubble and squeak with a side of alphabet soup for me!
For me the biggest aspect was the details about how we have plenty of materials now for the future. The next gen motor will not use rare earth metals and will run on any battery tech.
Where was Tesla at Fully Charged Live Sydney? Just the Tesla Owners Group who brought their own cars along and gave up their own time to answer questions.