Woop-D-Woop
Member
Well, if it’s not called the “Model 2”, then they can say this rumour is false! TBD what the compact/robotaxi will be named.That's ironic considering Shanghai has the lead on the 2 design iirc?
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Well, if it’s not called the “Model 2”, then they can say this rumour is false! TBD what the compact/robotaxi will be named.That's ironic considering Shanghai has the lead on the 2 design iirc?
Maybe this is it right here.Well, if it’s not called the “Model 2”, then they can say this rumour is false! TBD what the compact/robotaxi will be named.
The other thing that gets no press is that any casting from these machines will warp thus needing jigs. Tesla avoided this by tapping joint ventures with SpaceX by developing their own alu composite that does not warp after casting. Thus so even if there was somebody out there, they'd still need to tackle this problem. If the Chinese have a shortage of designers, what about their material scientists?
I didn't write anything about copying tech or being afraid of competitors.Any company can buy a Tesla and analyze the composition of the alloy (they can probably just buy a report from Munro too). No doubt, there is some learning necessary to use these big casting machines efficiently, but they'll figure it out with time. If this Gigapress is not going to Tesla, I would expect to see 2025 MY cars from it in late 2024.
I don't know why people feel threatened by this, Tesla is the technological leader and people can copy all they want but they are copying what Tesla was doing years ago. The Cybertruck is going to exhibit a bunch of new technologies and they will (eventually) copy those innovations too but it's not going to hurt Tesla's bottom line because you can't get in the lead simply by copying. Tesla's cost advantages are not limited to Gigacastings, nor are they limited to manufacturing efficiencies, they have impressive corporate efficiency for an auto company which becomes more impressive when you understand how many projects they have in R&D (that we know about). Their overall corporate efficiency is going to be hard to match.
But but but... ...there's only one 9000 ton Giga Press in Austin as far as I know and now IDRA revealed that they are about to ship second one to Asia?Simplest explanation is... one machine casts a part for the front of the Cybertruck... another one casts the rear. That way, they eliminate the steps of changing out dies and storing a bunch of cast parts all around the factory. Did anyone ever ask Tesla how many they were ordering, or planning to use?
You're right, it's the middle of the night and I shouldn't be typing Got no good ideas at this pointBut but but... ...there's only one 9000 ton Giga Press in Austin as far as I know and now IDRA revealed that they are about to ship second one to Asia?
But but but... ...there's only one 9000 ton Giga Press in Austin as far as I know and now IDRA revealed that they are about to ship second one to Asia?
This makes most sense to me. It could fit nicely the timeline of "Project Highlander". And Tesla China just denied introducing "Model 2", for now.Someone pointed out in Youtube as Highlander - There can be only one
More detail:
"There can be only one" is the belief and motto among the immortals in the original Highlander film, its sequels and spin-offs. It implies that all immortals must fight and kill one another until only one remains standing; this "one" shall receive The Prize.
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While the cat is away it's time for dogs to shine.How are you? Still keeping up the silence? I hope you're well.
The only other though I had is that Tesla may want a longer lead time to test that they can make a single casting work reliably at speed. From the Berlin/Austin ramps we saw a lot of waste over the first few months even though Tesla was already familiar with the casting process at Shanghai and Fremont.You seem to be missing the point here. Tesla does not order a GigaPress if there is nowhere to put it.
If the Gigapress is being shipped to Tesla, there is a factory built or space to install it. Tesla isn't going to wait until after the GigaPress is en-route to start thinking about where they are going to install it.
That is what is most interesting about this announcement. It either means someone other than Tesla has figured out how to use a GP like this. Or it means that Tesla has managed to find or build enough factory space and is preparing to launch a new vehicle out of China that requires a 9kTon JigaPress.
If this is the case (huge IF), then Tesla would be announcing a vehicle which will be going into production in Shaghai in 9-12 months. What vehicles would make most sense to launch in China first which would require a 9k Ton Gigapress? The list is fairly short here.