This is it! This chip is the 'little something extra' to be revealed with the Semi.. maybe even the reason for the delay. It's all a part of Elon's plan for autonomous evil clown faced semi trucks. We've seen this movie before.
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Perhaps it was Tesla's new chip Elon had in mind at the July conference?From the ISS conference,
-Double exponential progress for AI: hardware x software
-For AI a GPU is better than CPU but the new dedicated AI chip coming out is the best.
At 54 to 59 minutes,
One of the new AI chips,
Fujitsu releases details of new AI processor
Dennisj00
Member
Possibly the understatement of the year (or more)!
mmd
Active Member
From where are you getting "Tesla accounts for 8.6% of BEV market in China"? Is that an expectation based on selling 100k-200k M3 this year?
The data shows Tesla is at best 3.5% in 2016, and 4.3% in 2017 till July. Dividing these by 0.82 still makes them at most 5.3%.
China had a blockbuster month in August, so the overall number could be much higher. No idea what percent Tesla was in August.
2016 china total: EV Sales: China December 2016 (Updated)
2017 till July: EV Sales: China July 2017
Krugerrand
Meow
This is like having someone on ignore without having them on ignore. The big issue, though, is that I can't un-ignore someone I didn't ignore in the first place to see what they said. So people please post according to the mod's instructions or my curiosity about not knowing what was deleted will cause me to stroke the heck out!
BEVs != PHEVs.
In any case, when talking about China, I think we really need to break things into segments. Otherwise it is pretty meaningless.
The top selling EV in China this year is the Zhidou D2:
It has 12 kWh battery and a 55 mph top speed. In no way shape or form does this vehicle compete against anything Tesla is doing in China or elsewhere.
#2 on the list with a 20 kWh battery:
The first one that is even remotely close is the BYD e5 with a 48 kWh battery, but it's LiFePO4. The next is the 33 kWh IEV 6S.
These really are not competitors. Besides, the market opportunity is massive in China. There are almost 2 million vehicles sold in July in China. Going to 8% mandate is 160,000 EVs per month, or almost a 4x increase in 2018.
mmd
Active Member
BEVs != PHEVs.
In any case, when talking about China, I think we really need to break things into segments. Otherwise it is pretty meaningless.
The top selling EV in China this year is the Zhidou D2:
It has 12 kWh battery and a 55 mph top speed. In no way shape or form does this vehicle compete against anything Tesla is doing in China or elsewhere.
#2 on the list with a 20 kWh battery:
The first one that is even remotely close is the BYD e5 with a 48 kWh battery, but it's LiFePO4. The next is the 33 kWh IEV 6S.
These really are not competitors. Besides, the market opportunity is massive in China. There are almost 2 million vehicles sold in July in China. Going to 8% mandate is 160,000 EVs per month, or almost a 4x increase in 2018.
Sorry, I missed it. Are you attempting to answer the question, or just trying to create a diversion?
The calculations @doctoxics posted are based on Tesle being 8.6% of total BEV sales in China. Doesn't matter what kWh pack they have. The question is, what's the basis of this 8.6% when data shows ~half of that?
If the 8.6% figure is wrong, then all estimates based on that are also wrong.
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To piggyback on this sentiment of the AMD/NVIDIA issue (I own both so not routing here): This makes the most sense to me. Tesla ultimately wants to keep the software *private*. GPUs from Nividia; chips for specific tasks from AMD.
Nvidia: Nevermind AMD ‘Noise,’ They’ll Be Fine, Says RBC
Tesla Model 3 Walkaround Video Shows Huge Trunk Opening, Brief Glance At Window Sticker (hope it ain't a repost)
erthquake
Active Member
It is a repost, but damn if that ain't a good looking car.
I am genuinely surprised that you still missing my point, as this is a recurring discussion. It is absolutely clear that Tesla's differentiation is not a "miracle" of putting multiple parts together in a better way than competitors, it is their willingness and ability to ***reinvent*** these parts (including the batteries) to work together harmoniously. This is what I referred to as an optimization. Bottom up optimization to be precise. Other manufacturers, on another hand, farm out battery design. They likely attempt some top level optimization (the process I referred as putting black boxes together), but it just does not cut it. The final product is not even close to what is turned out by Tesla using bottom up optimization.
This is why your narrative of Tesla "wasting time with a mundane product like Tesla Energy" is just wrong.
The proof that bottom up optimization used by Tesla beats hands down the approach of top level optimization used by everybody else is right out there, but, like I said, one needs to remove the bean counter hat and dig just a little deeper to realize this. I've been posting about this many times, but somehow it does not sink in. This is at the core of Tesla huge competitive advantage.
Exhibit No.1 Only Tesla is able to come up with an 200+ mile EV that can be competitive specifications and cost wise with an ICE's in the same class. The main reason for this is Tesla's advantage in battery technology, achieved due to their willingness and ability to assert themselves and take complete ownership of the battery design and manufacturing. And please, let's stop fool ourselves with a talk of Panasonic batteries. Tesla does not use Panasonic batteries. They use battery cells designed by Tesla and manufactured by the Panasonic. Battery packs are both designed and manufactured by Tesla. So battery technology is Tesla's, not Panasonic's.
No Tesla competitor ever have done this or even demonstrated willingness to do it. That is why their EVs hundreds of pounds heavier than comparable ICE's, while having double the price of similar ICE vehicles.
***Other*** manufacturers are using Panasonic batteries, and none of them were able to produce compelling 200+ miles EV.
Exhibit No.2 I've posted comparison between the home battery offerings back in May of this year, and linked it many times since then. The PowerWall is far superior to anything out there: it has much lower cost, while including higher functionality, and, amazingly, still providing the best in class overall, complete unit energy density, by far. Once again clear Tesla's advantage is due to their bottom up optimization as well as willingness and ability to take complete ownership of the battery design.
So going back to the conversation about the competition and how all of the press releases and announcements are sounding quite hollow without addressing the core technological advantage Tesla has in batteries, in response to a question of where the batteries will be coming from, you triumphantly declare - from China. Even ignoring that the report you referred to, as was aptly demonstrated, is riddled with inaccuracies, just based on what is outlined above, this is such an absurd thing to say.
You are trying to draw comparison between the batteries from different manufacturers and Tesla as if you've got dozen of beans in front of you. Well, on the surface, they all might look similar, but one was genetically engineered to outperform all others, so you just can't compare and count them as if they are essentially the same.
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It is for some politicians.
EVs are always heavier than ICE cars, and that's the case for 3, S, and X as well. are you trying to imply that Tesla has an advantage with gravimetric specific energy for EV battery packs? If so I'd like to see some evidence because I read it was the other way for 3 vs bolt.
Here is the evidence: Model 3 SR is essentially matching the weight of BMW with the same 0 to 60 time - 330i: 3549lbs for Model 3 vs 3541lbs for the BMW 330i.
I've been posting on this huge development - Tesla's attack on the EV weight penalty - for a while, but for those who missed my posts on the subject, this is the clearest manifestation of Tesla battery technology superiority. You will not find a single 200+ EV on sale anywhere in the world which matches weight of comparable ICE car. This is an ultimate 800lbs gorilla in the room.
As far as Bolt is concerned, even in comparison with slightly bigger and significantly faster Golf GTI (6.5s 0 to 60 for Bolt, 5.9s for GTI) Bolt weighs in at extra 532 lbs (3563lbs vs. 3031lbs).
The weight comparison of an EV vs similar ICE car is the most basic but accurate metric that can be used to evaluate and compare state of the battery technology used in an EV. No manufacturer in the world is able to match comparable ICE car weight except Tesla.
As far as Bolt is concerned, even in comparison with slightly bigger and significantly faster Golf GTI (6.5s 0 to 60 for Bolt, 5.9s for GTI) Bolt weighs in at extra 532 lbs (3563lbs vs. 3031lbs).
The weight comparison of an EV vs similar ICE car is the most basic but accurate metric that can be used to evaluate and compare state of the battery technology used in an EV. No manufacturer in the world is able to match comparable ICE car weight except Tesla.
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Tesla discontinuing RWD model Ss:
Tesla is discontinuing the rear-wheel drive Model S next week – the cheapest Model S option
Tesla is discontinuing the rear-wheel drive Model S next week – the cheapest Model S option
BTW, Model S is pretty close to weight parity with comparably sized ICE as well. MS 75D weighs only 216lbs more than smaller ICE car with the comparable performance - BMW 550i x (4647lbs vs. 4431lbs)
I am really looking forward to learn what would be the MS weight after it is redesigned to include new 2170 based battery pack. I suspect that after the update Tesla will get to weight parity for MS as well. Do not tell anybody...
A Oslo commercial apparently got some traction (supposedly over a million views, but I couldn't figure out where exactly.) There's a Model X.
Ditto. No lack of troll postings to choose from. Maybe a thread should be created for "Troll FUD Postings" so moderator will delete new ones they post on General Discussion going forward?
For those that do not get out of the investor's section: Appears to be at least FOUR model 3s in Austin, TX:
Pictures of production Model 3s
Pictures of production Model 3s
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