Its not an exaggeration to say that Tesla has played an important role in the transformation of the automobile business, particularly in customer-facing practices. Tesla probably doesnt need to get the same speed efficiencies out of their semi production as they need on other lines. We produce hundreds of thousands of cars, millions of batteries and billions of lithium-ion cells annually because we know terawatt-scale production and increasingly affordable energy storage holds the key to a more sustainable future. The Model largely follows the Model 3 approach having pretty much all the features applicable in Model 3. While Teslas milestones in automotive manufacturing are impressive, the company also faces a fair share of issues, including supply chain management. In fact, you could support a civilization much bigger much more than the 8 billion humans could actually be supported sustainably on Earth.. Wed love to hear from you, email us attips@teslarati.com. Its Tesla Investor Day and that means its time to talk about Elon Musks Master Plan 3. My best guess is that Musk and his people think it is very risky to attempt to complete two new vehicles at the same time. The constraint is not risk or engineering, its (as always) getting enough batteries in production. Tesla is currently ramping two new vehicles: expanding Giga Nevada to mass produce the Tesla Semi; and going full speed on ramping Cybertruck production at Giga Texas. Antuan Goodwin gained his automotive knowledge the old fashioned way, by turning wrenches in a driveway and picking up speeding tickets. More risky. He has a strong interest in electric vehicles, renewable energy, manufacturing and public policy. Tesla has taken excellent use of AI and Big Data for expanding its customer base. Selling 5000 in the first year would be quite an accomplishment. Having taken over 14 months of severe research and involvement the chip was designed with Samsung now manufacturing the processor. The type of battery chemistry analyzed also makes a difference, as some chemistries have higher concentrations of energy-intensive metals. ?#^$J@QN%[nfCMZd49X]) !E_,#,KALXLE5 s,H&
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fO3aj[Urh2"_aNo;(gi61L#ygS b!H )dC%X|m]>4{82JKQ!l?~98~@Zk$}zwbca|alvO0>xjUZCqt0v8Y:U]W;y8M.55L`tKT$3o>wP-8(::Y,{IQZDMz^,pB~ki]8,PE\34D{~l=B{Gk!Z1k"nEj7Tr|h_Q >uRZUS,{? The findings are similar to what UBS' Evidence Lab found when tearing down a Model 3 earlier this year, finding 'next-gen, military grade' tech below the finish. As we expand our global operations, we continue to systematically map our complex supply chains to understand their origins. They also pay their sales force a salary instead of a commission. One point that has been the target of much consideration and debate with respect to the firm is whether Tesla is merely an automobile company or whether it can also be termed as a tech company. Except maybe the Chinese. And despite company direction that it is intended to supply Latin America (implied only), I see most of the volume coming to the US because the entire Latin American market for all vehicles is much smaller than the US market and it isnt likely Tesla will capture the entire Latin American vehicle market.