Bosch showed off a system they said they were working with "a major EV maker" (i.e. Tesla) where it was all Brake by wire (on autoline after hours, if I remember correctly). I fully expected this on the Cybertruck, but it makes sense why you'd need it for the next gen platform! It's all coming together!!!
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Bosch showed off a system they said they were working with "a major EV maker" (i.e. Tesla) where it was all Brake by wire (on autoline after hours, if I remember correctly). I fully expected this on the Cybertruck, but it makes sense why you'd need it for the next gen platform! It's all coming together!!!
Anybody that has eyes in their head can see that Tesla stock is so obviously manipulated for the benefit of market makers and short sellers. Late Friday sell off now when the indexes are very close to their daily highs. Maximum pain is $195. It's criminal and nobody is going to do anything about it.
No, Tesla's slide said 250A, not W. (250Ax12V = 3000W) Changing voltage does not directly change Wattage, it does change current (Amperes). The bus voltage change from 12 to 48V reduces the current by 3/4 to 63A for the same power (and consequently thinner( lighter, cheaper) wires for the same resistive power loss).
The Cybertruck low voltage slide doesn't indicate e-brakes.
I was talking current reduction. Power loss in wiring can be the same or less depending on new wire gauge.
But Tesla, 250 Amps? ain't nobody got an alternator for that! Guessing it's the sum of all loads/ circuits which is the mass and cost the car hauls around.
Claim was corrected later.
petit_bateau
Active Member
Yes
Moneterrey is a major manufacturing city of 5m people. It existed as a place well before the USA existed. It can absorb Tesla and build a site and all that stuff.
Seriously folks, just because places are not in the USA doesn't mean folk run around with bows and arrows.
Workers even have houses to live in.
I'd love for Mexico to produce more stuff for the US so that we can rely less on China. Shorter and less politically risky supply chain. Likely better environmental standards. Mexico getting wealthier will also resolve a lot of border issues. Count me as a fan of near-shoring.
Bows and arrows perhaps not, but it will be much easier to find a workforce happy to work for $10/hr than it would be north of the border.Yes
Moneterrey is a major manufacturing city of 5m people. It existed as a place well before the USA existed. It can absorb Tesla and build a site and all that stuff.
Seriously folks, just because places are not in the USA doesn't mean folk run around with bows and arrows.
Workers even have houses to live in.
Wages in one GM plant in Mexico (representative?) are ~10%-12% of Midwest US levels.
New union at GM Mexico plant could benefit US autoworkers
Workers at GM's pickup plant in Mexico voted for a new union. It will be good news for U.S. autoworkers. But could it impact future pickup prices?
www.freep.com
MartinAustin
Active Member
I'm also a fan of near-shoring, particularly since Elon began extoling the virtues of it years ago. "It is less wasteful, and ultimately cheaper+better to avoid transporting atoms all over the globe, if you can manage it."
However, this is not near-shoring as far as the USA is concerned. Giga Mexico is being built to serve the Mexican and South American markets - cars won't come up across the border (as the Mustang Mach E does)
dachshund
Member
My thoughts on the investor day presentation. I thought the team gave a good summary of what's needed before Tesla can produce the $25K vehicle. Expenses are headed in the right direction. Also the factory has to be built new in order to take advantage of what they've learned. I was especially glad that we heard from the management team, who are all quite articulate and interesting. I think one of Elon's accomplishments was to assemble such an impressive team. As a retired software developer, I had to chuckle every time they said "we used to buy software for that, but we built our own because it was better." Yep. That's one heck of a software team.
I didn't care about new product announcements. I wouldn't believe them, frankly, and it's puzzling that so many people are upset about the lack of announcements. I guess they were they denied the chance to criticize Tesla for months and months because, come on, they said....
Sigh. I mentioned to some people at the card table later that I found the presentation interesting. Many of us have electric cars. Then someone at the table turned out to be a right wing zealot who had to go on a rant about how toxic battery technology is, and how awful it all is, more polluting than nuclear energy, blah blah, on and on. And this is what he lead with, with a straight face: "there's a good thirty years worth of oil left, so no worry." ???!!! We all stayed silent waiting for him to stop. What a buzzkill.
I didn't care about new product announcements. I wouldn't believe them, frankly, and it's puzzling that so many people are upset about the lack of announcements. I guess they were they denied the chance to criticize Tesla for months and months because, come on, they said....
Sigh. I mentioned to some people at the card table later that I found the presentation interesting. Many of us have electric cars. Then someone at the table turned out to be a right wing zealot who had to go on a rant about how toxic battery technology is, and how awful it all is, more polluting than nuclear energy, blah blah, on and on. And this is what he lead with, with a straight face: "there's a good thirty years worth of oil left, so no worry." ???!!! We all stayed silent waiting for him to stop. What a buzzkill.
The plan for 20 million involves a next gen platform that would do at least half of that.
From Mexico you easily hit the North American and South American markets. Overflow can be exported to Europe. Five million for these markets sounds about right.
Obviously this is a staged expansion to five million that includes a massive infrastructure buildout and supply chain logistics. Four to five years before full output achieved.
Willing to go down to four million.
willow_hiller
Well-Known Member
Apologies if posted already, but I thought it would be worth going through the Tweets that Martin Viecha has liked in the past couple of days. This one stood out, as he works out the Gen3 margins to be at least 30%:
larmor
Active Member
So instead of a powerpoint slide of an intended $25k car, Tesla told us how they were going to make it. And that the production choices, manufacturing resources, and speed and ease of assembly as well as safety factors will make the design, not the powerpoint slide then the manufacturing.
Some things are known, including it won't have 1000 mile range, it won't go 0-60 in 1.35 seconds. But unlike other $25k cars, it will be safe, and will be easy to put together in a factory.
Some things are known, including it won't have 1000 mile range, it won't go 0-60 in 1.35 seconds. But unlike other $25k cars, it will be safe, and will be easy to put together in a factory.
To be clear, he didn't provide any hard information on paint other than what we already know: that it is expensive.
I wonder whether wraps can be made less expensively, but with equal durability and desirability.
these details were not provided because each of those 9 forecasts you listed will create and endless FUD cycle for MSM... when they miss a given quarter for any of the 9 items ... continuous FUD stream
Tesla's investor day featured 17 execs, taking Elon Musk out of the limelight
One thing the Tesla Investor Day accomplished well was to turn shareholders' attention to the broader organization under Tesla's celebrity CEO.
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