Tesla Investor Day March 1st

[OutdoorLover]

Originally Posted by Newporttom

I was just coming to post about this. I assume this is the infamous Project Highland. This video starting at :45 shows the difference between the 2 methods.


https://www.youtube.com/watch?v=piaOwe6BpGA

My assumption is that since it is so new there will be some major growing pains but that it will become the new standard. It just makes so much sense when you see it.

Some other things that are coming. Starting with Cybertruck I think they said and all new vehicles going forward, is 48 volt architecture. People have been talking about this for years. Musk says 48V results in a "4 time reduction" in the amount of copper used in production.

The drive train (motor, etc.) in the next gen vehicle will have no rare earth minerals at all.

Charging: I thought this should have happened a long time ago. Tesla routing software will act as Air Traffic Control, routing all people coming in for charges (based on their destinations) to the best charger for them and the network. I think it should route them to specific chargers based on their charging speed. i.e. Go to Lancaster SuperCharger station and use charger 4.

And of course, the news from the day before that the first 10 of a planned 3500 superchargers that can charge non-Tesla have opened. I think this is big. As a non-Tesla EV driver I'd much rather go to a Tesla station. I know it will be working. They have a chance to become America's EV Charging Network.

And in Texas, where they have different rules. Tesla is implementing unlimited nighttime home charging for $30 a month.

Thanks for sharing that - without much accompanying explanation, I couldn't appreciate everything, but I can see that assembly becomes more of a parallel process than a serial process. In addition, the narrator did say that for example the doors don't need to be added for painting and then removed for interior component installation before being added back.

As you say, there will probably be some things they didn't anticipate that will need to be ironed out when they actually try to do this, but if it can really achieve 50% savings in manufacturing cost and also considerable savings in manufacturing time, this will be a really big step forward.

I was told yesterday by my boss's boss that a significant corporate initiative that we'll (informatics and data science) be expected to contribute to is lowering the cost of manufacturing our maiden drug by improving the process before it gets put into place. As he said "...if we can do this, we can make money where other companies can't". I brought up the Tesla emphasis on reducing manufacturing costs in that discussion.

[Mike from back east]

Bloomberg says Elon Musk's presentation fell flat with investors for lack of specifics. The article said his presentation lasted four hours, which puts him in a category with Fidel Castro for long-winded ramblings.