This is my thoughts on why March 1 is potentially different to battery Day and the AI days.
(I am thinking of posting it in the main thread, what do you guys think?)
1) Relevance - the presentation is literally about expanding the company, growing revenues, making more EVs, and making EVs more affordable. The purpose isn't hard to understand and it should be relevant to investors and markets.
FUD attack angle - they will run with the usual "it is a distraction", but that is a harder sell than Battery Day or AI Day
2) Comprehensive the plan is likely to be outlined in detail, what they will do and how they will do it.
I expect that to include most of the following:-
- 4680 ramp progress and future plans
- Lithium processing and raw materials sourcing.
- Factory expansions / new factories.
- Model 3 Highland and Gen3 cars
- Ramp of megapack.
FUD attack angle -Perhaps doubting Tesla's ability to execute, or saying the competition is coming..
3) Achievable
- 70% of the plan is probably things Tesla is already doing, Tesla has done, or others have done.
- 20% of the plan is probably things that are a simple extension of what Tesla is doing and don't require any significant new technologies.
- 10% of the plan many involve some new technologies but Tesla may have already prototyped/tested/proven these in advance e.g. 4680 LFP.
FUD attack angle - This is nothing new, the competition is coming, new technologies are unproven and will not work, Tesla's projections are overly optimistic.
(The parts below I probably will not put in the main thread - will cause too much argument and jumping down the rabbit hole)
Highland Name - a Highland Park Ford was trying to make transport affordable, Tesla is trying to make clean transport affordable. Apart from the addition of the word "clean" the aims and approaches are very similar. Tesla would be paying homage, and taking some inspiration from Ford. This name may make it easier for some to understand the relevance.
Where I think a working/prototype Highland assembly line would help is, with the FUD attack on achievable. That is consistent with the approach at battery Day and the AI days, show the current version of the line, and/or the products.
For the body-shop I think the highland line is some mix of front and rear castings and approaches already honed in Shanghai. Paint - time to paint and paint drying times are relevant, hopefully the new paint shop technology does a lot of the heavy lifting (or perhaps cars are unpainted). GA - my thoughts are, fewer assembly steps due to more preassembled sub-assemblies.
A wiring harness is one potential new technology, steer by wire and brake by wire are others.
They may be able to reduce time spent on the line not be increasing line speed, but by having fewer stations on the line and a shorter line. Effectively doing more useful work at each station.
Some of these ideas are stolen from the hints Connecting the Dots has already dropped, it will be interesting to see what his next video says.