Elon Musk was interviewed by the Tesla Owners Silicon Valley. There were three parts to the interview.
There were all kinds of highlights.
He explained the reason for the slow ramp in Texas. There has been delays ramping 4680 and the structural battery packs. The tooling for 2170 battery packs had been stuck in a port in China. The videos were filmed three weeks ago, so the 2170 tooling issue should be on its way to being resolved.
Elon explained why he has super confidence that FSD will work. It is just a matter of time. He feels the end state for driving will be like human operators for elevators being replaced by electronics.
Elon says the Cybertruck design is finally locked and they are moving to production in mid 2023.
No other carmaker is pursuing Tesla’s vision only approach to full self driving. If Tesla approach is the only way that does work then Tesla will have a five year lead with a successful FSD.
The first video talked the details of the early days of Tesla. The second video talked a lot about Elon’s view of getting multiplanetary and how we need to expand to explore and understand the universe.
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I wonder if Elon is starting to think about reducing Tesla dependence on China, given the repeated supply chain problems importing from there – and given that Chinese population is going to shrink fast, which will make manufacturing there even tougher.
Personally, I think Chinas Covid response is the more immediate threat. I they keep closing off Shanghai – or other regions for that matter – for months at the slightest whiff of an infection, then Teslas growth in China could really be stymied. Covid will not be the last strain of infection….
I am cautiously optimistic for Tesla expanding in Indonesia. High population, low labor cost, not run by a communist dictatorship plus enormous nickel reserves. Seems like a good fit. And, the leader Jokowi really seems to understand just how transformational a large Tesla (and SpaceX) presence could be for their country.
I think a Tesla factory in Australia would do very well. Australians want auto manufacturing back. It is a point of pride to have auto manufacturing. I think they would embrace Tesla. And order lots of cars. It would have to be much easier than Germany. And much more appreciated.
In the Fascist Democracy of Australia?
With super high minimum wages and health\safety regulations that are more difficult to solve than fsd, Australia is unlikely to become a manufacturing hub. You keep raising the bar for manufacturers and sooner or later they die.
toxic to the moon
Nothing could be less consequential than what rich people in Silicon Valley think of their cars. Cars, like dinosaurs, are destined for extinction– or perhaps we are. Mars, Musk, Tesla, etc., are not the future. Let’s here about something else. It’s beginning to seem like an infomercial.