2023 Investor Day | Tesla

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Recommends martythemaniak · 2023-05 · on “Tesla Rethinks the Assembly Line”

I recommend watching the original presentation by Tesla's lead designer from Investor Day, it's about 12 mins and has great visuals: [this video] One change that people don't appreciate much is that Tesla has gotten much better at making their cars. While other automakers now have models which spec-wise are competitive with the 3 and and Y, only Tesla and maybe BYD can make EVs profitably at scale. This is why they've been able to cut prices and still be decently profitable - a Model 3 RWD costs $40,240, which is about $33,500 in 2018 dollars (when the Model 3 started selling). I expect legacy car makers will follow Tesla's lead on this process (and switching to 48V) much as they are now followin

Cites schiffern · 2023-03 · on “Tesla's Next-Gen Electric Motors Will Get Rid of Rare Earth Elements”

>just as newer battery chemistries moved away from cobalt Tesla seems to be the leader here. Per Investor Day[0] and other sources, they - developed low-cobalt and low-nickel cathodes, to reduce scarce battery metals - increased overall vehicle efficiency to allow iron cathodes which are earth-abundant - consolidated electronic modules to reduce microchips and wiring - are soon switching to 48V, to further reduce low-voltage copper wiring (copper being a 'medium-rare' metal) - switched from copper to aluminum high voltage conductors (per Munro Live), aluminum having better conductivity-to-weight - reduced vehicle structure with structural battery design and 'gigacasting' manufacturing Many o

Cites pornel · 2023-03 · on “Porsche, Ferrari E-Fuel Push at Heart of EU Engine Debate”

Stellantis is just a legacy automaker with no EV expertise, so no wonder they struggle to make money on EVs. There is an abundance of lithium on Earth. Increased demand increases production. The price spikes are temporary due to a lag between increases in demand and the production that follows: [this video]

Cites robomartin · 2023-03 · on “How Much Power Do Autonomous Vehicles Use? A Lot”

How do you power a city at night if all you have is solar? Solar requires 100% reliable backup. Batteries? That's backup. Oh, wait. The batteries need backup because they cannot be charged by a solar array that is sized to only fit the load. You need to oversize it. By a lot. In fact, you need to at least double your array size to charge batteries to be used at night. In other words, backup for the backup. Wind? That's backup. Hydro? That's backup. More solar from thousands of miles away where there might still be light? That's backup. Nuclear? That's backup. Gas/Coal/Fossil? That's backup. Oh, wait, here's Elon Musk talking about something you claimed to be a lie, when I said you need to ov

Cites schiffern · 2023-04 · on “Tesla Master Plan Part 3”

Over 20 years. Per Tesla investor day,[0] this compares favorably to ~$14 trillion in investment that would be needed for fossil fuels over that time. [0] [this video]

Cites schiffern · 2023-04 · on “Tesla Master Plan Part 3”

Or to put it in Musk's own words[0]: "This is really the main message of today. And I really wanted today to be not just about Tesla investors who own stock, but really anyone who is an investor in Earth . "What we're trying to convey is a message of hope and optimism. And optimism that is based on actual physics and real calculations, not wishful thinking. Earth can and will move to a sustainable energy economy, and will do so in your lifetime." [0] [this video]

Cites martythemaniak · 2023-12 · on “Tesla shares 48V architecture with other automakers to move the industry”

The savings in terms of weight and efficiency are actually significant. This was covered in Tesla's investor day presentation earlier in the year: The section on electronic architecture (~10min): [this video] The sub section (~4min) on 48V in particular: [this video]

Cites nebula8804 · 2024-09 · on “FTC Pushed to Crack Down on Companies That Ruin Hardware via Software Updates”

Yes I know about eFuses, they were used on the Xbox 360 console as well. As far as I know, they are similar types of eFuses on the Tesla that are capable of changing their state via firmware instead of one time blow (different application) but I could be wrong. Its just in this case the thing being controlled is not a checksum for what firmware can be installed, but a checksum to confirm if current should flow to a specific path. [1]: [this video]