Elon Musk reveals to Sandy Munro the battery chemistry for Tesla Model 2
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- เผยแพร่เมื่อ 5 ธ.ค. 2023
- Elon Musk reveals to Sandy Munro the battery chemistry for Tesla Model 2
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I"m not a Tesla fan, but not anti-Tesla either. The model-2 is the one I'm looking forward to seeing; no other ev has me wanting me to get rid of my Bolt euv yet.
We need this so so badly. I can't tell you how many people I know want to go electric but can't afford anything on the market right now. Sub $25K would be massive, especially if it can hit ~250 miles of range.
Robotaxi = not needing to own a car for 70% of people.
Nobody is going to commute daily by robo taxi. Is there going to be 1 robo taxi per every 2 people? There’s no way 70% of current car owners are going to switch to robo taxi.
@@danparish1344In the big cities the number of privately owned cars is going to drop no doubt.
@@davidbeppler3032your comment reminds me of Disney's Fantasy Land 😊
$29k for a M 3 out of inventory. That's not affordable? Who buys sub $25k cars today, when the average is $48k?
Congrats Sam, from Brazil. Hoping the better for you and your family.
Thank you so much 😀
$25k is still too expensive ($40k AUD) for the Model 2. There are already 3 sub-$40k EVs on sale in Australia that you can buy today. And BYD is already making the Seagull in large and ever-increasing numbers. Tesla needs to stop mucking around if they want to maintain their market share of this growing market.
Elon never said a date nor mention anything about battery chemistry in Sandy interview!
You are correct. Don't know where Sam is getting his 2026 date from?
Sam hears voices.......in his dreams😅😅😅😅
Elon said that Mexico would take two years to set up, and the factory in Texas will be building vehicles before Mexico is ready.
Elon said that the Mexican factory will take at least two years to complete, and he said that the 25,000 vehicle will be made in Texas and they were already working on production there. The factory that is making the battery is in China, and the factory there is making a sodium battery, which will replace lithium. Lithium prices are already falling because of the sodium battery prices. BYO is already making a vehicle using sodium batteries and Tesla has to compete with BYO. This will force Tesla to move to sodium batteries.
These things are generally true about Tesla and its EV competition:
1) Tesla has had and still has a huge lead in EV production scaling and efficiency. It will be amongst the EV manufacturing leaders in 2026/2027 as well.
2) The Tesla 'Model 2' will be one of the first new generation EVs that will take the affordability and functionality of EVs to a new level. Range anxiety and charging times should be moot issues by then.
3) BYD will continue to level peg Tesla as a standout of the EV world and an EV technology leader. They could even beat Tesla to the punch with a new generation EV.
4) New generation EVs will be notable for their cost optimised design and also for the cost optimised high volume production lines on which those vehicles are produced. The capability and quality of both vehicle design teams and production design teams as well as the expertise of a stratum of talented analysts, strategic planners and engineers with deep knowledge of related industries and supply chains will be the determinants of success in the EV industry.
5) Besides the way that these new EVs are built and the extreme scale of production there will be a number of discernible vehicle features as well. New gen EVs will all offer ranges that are comparable to existing ICE vehicles and will be capable of 4C charging or better. All new gen vehicles will use high voltage architectures - 800v or more. Both the batteries and the cars will be safer - vehicle chassis/structure and electric and electronic design will be heavily revised. Software will be more stable, complete, secure and useful.
6) Whereas BYD is yet to get vehicle production efficiency right Tesla has somewhat dropped the ball on scaling. The Model 2 should really be approaching production now in order to feed burgeoning mass demand. However, instead of Tesla making hay in 2024 and 2025 excessive financial caution at Tesla has imperilled its big lead. Tesla will now turn out its new generation of EVs at roughly the same time as its rivals.
7) There will be additional high volume EV players that will shortly emerge. CATL will be one, although they will position themselves as a broad technology supplier to partnering manufacturers. That will be a necessary move for CATL because while their leading battery technology is needed by automakers most of CATL's customers experience a narrowing of margins with CATL taking healthy profits as well. By offering many of the critical pieces of underlying skateboards CATL becomes a more useful partner to automakers. In such a scenario, CATL's tech has the prospect to reduce automakers costs and increase margins rather than squeezing margins which is what happens when CATL takes healthy profits on the most expensive component in the EV - the battery. GAC is another company that looks the part - they are vertically integrated in a way closely akin to BYD.
8) In time, all successful EV automakers will start looking somewhat alike. The battery business within an auto company ideally will be operated at a more extreme scale than that of the specific requirements of a single automotive company. CATL and BYD already sell batteries to all takers and in all likelihood Tesla and GAC will have to do the same if they want to match the technical pace of the market leaders. Today, Tesla is doing well in grid storage, of course, but the company will need to have its fingers on the pulse of scientific research with the power to trigger future revolutionary advances in the battery industry.
9) Without the ambition or the push for vertical integration of Tesla or BYD or CATL or GAC no other auto companies will rise to equal the leading EV automakers/suppliers just mentioned.
10) Hardware and software suppliers like CATL, Huawei, Nvidia, Qualcomm, ARM, Samsung, AMD and Waymo have all demonstrated an ability to get car manufacturers or robotaxi operators on board with their products.
* CATL, for instance, has agreements or partnerships centred on its batteries and/or skateboards with Geely, Volvo, Changan (AVATR), Chery, SERES (AITO), NIO, XPeng, Hozon/NETA and Vinfast.
* Huawei has agreements centred on self-driving tech and drivetrain components with Changan (AVATR), Chery (Exeed), Seres (AITO), BAIC and JAC.
* Geely and Volvo seem to be committed to the Alphabet/Waymo Driver self-driving platform and Qualcomm's silicon.
* Nvidia has strong commitment from a lot of Chinese and non-Chinese manufacturers around the world to its self-driving software/hardware platform.
* I suspect that these broad partnerships and agreements will help the mentioned manufacturers achieve profitability, in time.
11) I am more sceptical about Li Auto, X-Peng and NIO. Going your own way is fine but making second string products having gone your own way will get you in trouble. The mentioned companies are making less mistakes than they used to, however, so they still could be alright.
12) Nothing much that is sensible can be said about SAIC and LeapMotor. Either could easily find success or fall into decline. Whether either company is on an upward or downward trend isn't obvious from the data or the quality of their products. VW's bet on SAIC, X-Peng and LeapMotor doesn't look that safe to me.
This EV race is fascinating to watch. How Tesla are innovating like hell to get ahead of the Chinese onslaught whilst the established auto manufacturers are being left way behind and will probably not exist very soon. It feels like there is a quantum leap in tech every time Tesla announce something and it is great to witness.
Left behind? Toyota sales worldwide are 20 times Tesla's.
No one seems to ask where will Chinese EVs charge in the US?
Toyota and VW use to vi for the number one place at around 10 million vehicles. VW has been dropping off and are more like 8.5M where Toyota have maintained their 10 Million sales qty due to still supplying the pent up demand from supply shortages, but that’s coming to an end. EV sales worldwide will be 14% this year and 20% next year. Toyota have virtually no EV offerings and will have only a very limited models and production in 2025 and 2026. By then EV manufacturing especially Tesla and BYD both expanding fast. Toyota are not 10 times that of Tesla. Tesla is already at a run rate of 2M. It won’t be many more years when VW and Toyota are loosing sales to the EV evolution and the EV companies are growing fast in EVs rapidly closing the gap. Just 3 years back Tesla delivered 369.000 cars in 2019 and in 2023 will be 1.8 M
As unlikely as it sounds I think many Legacy auto will licence Tesla Technology and produce their version on the Tesla platform.
Totally agree. Toyota seem to be desperately going down this hydrogen route for an answer but compared to the simplicity of EV's there's no chance H2 can compete with the Chinese ev's and Tesla.@@InformedKiwi
Sandy Munro is a legend. Great to see him! Thanks for sharing!
Cmon, Sandy is on Teslas payroll, just one of the many so called “not advertisers” out there.
@@spinnymathingy3149 Yeah, de-subscribed last year already as he to often sinks himself into bla bla old stories ranting mode about Germany, Disney, the world and in general. He looses focus and degenerates.
I was suprised that Elons reponses were more diplomatic and reserved, compared to other interviews.
I think the information shared on the model 2 felt more normal, amd Tesla shared its having and had the same time delays and constraints to other industries in my view. It was surprising to hear that Giga Mexico will take longer than expected. What the Elecric Viking didn't share in this video is that constraints in late production of the cybertruck was also limited by chip shortage. We didn't noticeably see this in production numbers of model 3 and Y but I did get a sense Tesla was lucky due to sheer planning and organization of stock chips and parts. Knowing this I'm sure the model 2 production will be revolutionary. But at the end of the day it is all about selling EVs and transitionong as fast as possibly to sustainable transport. We will eventually likely get a 25000 dollar model 2. But I think it will take a while and at launch we will not see a 25000 dollar model. Reason why? Demand will be high, just like we know with other Tesla's and the surprising expensive launch price of the cybertruck. We might get cheaper in time, but it is going to be a long wait. In my view the model 2 for the global EV market is far more relevant than the currently hyped up cybertruck that will not be the EV for everyone by sheer price constraints for customers.In that regard I think it is umfortunate that Tesla didn't go with the model 2 before the cybertruck. Because with reasonable idea of possible 2026 wait for a model 2 and then likely having to wait amother 18 months for an affordable model to is almost 4 years ahead in time. In EV transition I think it is soon. But seeing model 2 cimpact car is extremely rekevant in the market, today, I thinl the model 2 is too far away in the future and frankly a bit late to the party. I think Munro rightly diplomatically critiqued and asked nicely on the model, and is to me the most important pivoting point in the interview. To me it felt like the roadmap for the first time looks less ideal and the wait is going to be very lomg for a model 2, and feels more in line with struggles other automakers are having, leaving more room for competitors to compete in the compact EV space. With this timeline I'm getting a sense the model 2 release will not have as big of a hyped splash as the other Tesla's have so far. Yes, production method will be revolutionary, but so have so many other industries had revolutionary methods. I got a sense that Elon gave a more down to Earth response for the projected future. To me it felt different to other interviews he gave. As for general information ot was not much to go on. I think the model 2 will also be expensive at launch, and get mixed reviews. I wouldn't be surprised to make the markets demand meet we will still get a basic model 2 option with current LFP battery simply to compete on price with the market. LFP will likely be even more cheaper as patents run out and they will be cheaper to produce. Tesla's model 2 motor and aoftware will be able to pull off very interesting efficiencies I believe. And they will likely show an interesting demo of its crash worthiness because of the one piece box construction, something similar to the Smart commercial.
Crazy I had to scroll down this far to get a thorough analysis. Thanks a lot, your comment was great to read.
They better get a much larger super charging network in big cities and suburbs for it to be a success.
@@OrwellNailedIt
"Why would anyone need superchargers in the suburbs?"
Suburbs are cheaper places to expanded supercharger capacity than inner cities are, due to lower real estate costs, while still benefit people who live in the city anyway, because when they drive their cars to go somewhere, they will likely be passing by the suburban superchargers then. Suburbs also have apartments in them, just like cities do, and the people who live in such apartments who want an EV will need somewhere to charge, without needing to depend on their landlord to install chargers there.
Also, as somebody who lives in a city and does have access to home charging, I find chargers in the suburbs very useful when returning home from road trips just a tiny bit longer than the range of the car, as this is where I will need to stop to do a quick top-up charge near the end of the trip.
Tesla does size the network according to need, and at least in the UK have opened up their network to other cars because they know there is slack in the system. I am fortunate to charge at home so in five years of ownership have only use supercharges maybe a dozen times.
@@ab-tf5fl The closest super charger is 30 minutes away from me and ive never been there. The reason he says "why would anyone need superchargers in the suburbs" is because no one needs superchargers in the suburbs . What people with gas cars cant seem to understand is WE DONT GO TO "GAS STATIONS" our home IS our gas station. When I take a trip in the car im way farther than 30 minutes away and I wouldn't go to another suburb to charge id stop at one of the ones along route why would I go into a suburb to charge its ludicrous to coin a phrase.
@@OrwellNailedIt I agree other than we needs superChargers where it is not economical to build and maybe operate them. Rural US.
They've already announced that at the Tesla investor day. The 'next-gen' manufacturing reportedly results in a 50% reduction in cost. The 'unboxed process' consists of parallel serial assembly among other things..
Don’t believe ANYTHING at a Tesla or Musk announcement. Case in point, the CYBERTRUCK, going to be around %100 more expensive than when announced at the release by Musk
Have my doubts with the 25k price point seeing as every tesla model has nearly doubled its price over the original goal.
This was true for early adopters and vehicles made during production ramp, but the Model 3 and Model Y now cost right around exactly what Tesla said they would when they introduced them, when you adjust for inflation. Same will be true for model 2 and maybe even the Cybertruck eventually.
@@davidearlsmith
😂
Model3 was going to be the original $25K car. Thing about Musk is he always lie.
Model 3 is cheaper now than in 2018 ….
Model 3 was originally unveiled with a price tag of 35k, adjusted for inflation that would be 44k today but the actual price is 39k so cheaper than the original price, unless you think we shouldn't adjust for inflation.
@@windsolarupnorth7084 Model 3 was priced at $30,000 in an interview in 2008 by Elon. So Tesla have actually over-delivered their promise adjusting for inflation.
I dont know how much value is being contributed by this video above just watching the Munro Interview...
I can answer that.....ZIP
None.
An low cost electric van is needed. Something like the Xbus.
Need to be cost effectively repairable. Not just by expensive Tesla Techs.
Part of lead time for Model 2 may be bringing gen2 LFP (LMFP?) in-house for cost and assured access reasons. That could improve getting government subsidies (NA mineral sources in 2025-6??). Tesla would also be expanding their build of 48v components to support a high-volume car.
Looking forward to seeing the Model 2 25K or less
Won't be $25k or less, more like $28-30k
@@darylfoster7944You could be wrong. Given the exponential decrease in battery prices as outlined by Her Viking numerous times, coupled with ...other...stuff it may become a reality.
Revolutionary new way of building? Probably giga cast the whole car in one shot 😊
The unboxed method doesn't allow for a full casting
@@gmoncrieff Maybe they're moving past the unboxed method.
@@tysonn4736 No unboxed method is the future it has been designed for optimus!
That seems unlikely. The amount of liquid metal that would have to be injected into the mold in a split second would be nearly impossible.
@@gmoncrieff Maybe so. Either way, it'll be exciting to see.
Where did he say that 2026 / 2025 q4is the timing for model 2?
Elon Musk never say this in this interview :-(
Great episode Sam. Name of cheap car. Recon line up will be S3XY AF ... So robo taxi, van or cheap will be A or F. Model A is my guess.
I believe the affordable Tesla will be called the Model T. Because Tesla starts with T and a tip of the hat to Henry Ford. You heard it here first!
Copyrighted by ford.
As much as many would like that Model T is Fords
There is a heck of a future market for Tesla to tap into right now with the Model 2 on the horizon. Millions of potential buyers are hanging on to their old rides because the dealer price gouging going on right now with new vehicles is just out of control. If Elon can stick to his word on the projected cost, the other brands are going to be in a world of hurt.
Projected price.....like the CT?😊
@@robertfonovic3551 Yeah exactly, that did not turn out.
Here in the UK right now, there are brand-new small family EV cars for sale for less than £20,000. At the current exchange rate, that is a $25,000 car. They are already here, just not Tesla atm.
@@robertfonovic3551The Cybertruck was a huge engineering challenge. A complete resolution of almost every aspect of manufacturing. Telsa has this this experience now and the experience of ramping up the 3 and Y. The next Gen car is well on its way and I would not be surprised is the production line at Texas is already in the process. Tesla has learnt a lot in manufacturing economies. This won’t be a delayed project like CT and have the effects of inflation on the price. For those that expected the CT to be sold at 2019 prices with the high inflation the world has had are just unrealistic.
@@ouethojlkjn I don't think that's correct ... I don't know of any brand-new EV family cars in the UK that you can buy for less than £20,000 unless some are being sold for less than list price. An MG4 is just under £27000 list so that's the official cheapest available car AFAIK. There's a BYD and a Citroen that will be available to order from the middle of next year but you can't even order one yet and though they are headed towards being the cheapest they've still not dipped under £20,000 (yet?)
He didn't say WHEN.... "I CAN'T tell unit volume and DATES...."
Sam, is your microphone pointing the right way or have you selected the wrong microphone? The sound is very 'roomy'.
Musk cannot afford to repeat the commercial errors of the Cyber Truck with the model 2 making promises on launch time, performance and cost then fail to deliver on any. EPA data shows Rivians are more efficient than Cybertrucks, even with larger wheels and batteries and the cheaper Ford have just broken the record for F- 150 sales. The model 2 will enter a significant larger market against Toyota Volkswagen Stellantis Honda Nissan and BYD, all of which have either launched they sub £25,000 Ev, or will be doing so in the next 18 months with pre-production vehicles on test. Tesla can’t afford a repeat of the Cyber truck and Semi delays.
Cybertruck is Musks/Tesla's Waterloo. A massive mistake, driven by PR and Marketing errors, hidden by hype and false gimmicks. All in the hope of distracting from what mayl be an abject failure. Time will tell.
Incorrect… he never told him when… only where!
Sam - I believe the 2 years would be the timeline it would take to build a production facility in Mexico making it option number 2 while more immediately option number 1 is to be building the initial Model 2 production facility into the existing Texas campus since that can be expanded onto much more quickly. When we see them breaking ground in Texas for the Model 2 Assembly Line we probably should expect the first one to roll of a few months or so after that is completed which hopefully will be before another 2 years passes barring another pandemic such as delayed the release of the CyberTruck.
Best!
Also expect a fast build at Shanghai. With the production solved at Texas the production line roll out at other sites should be fast. The limiting factors look like being factory builds in Mexico, Berlin and in a smaller way Shanghai. Then watch out, the new Tesla next Gen will be coming in a flood to eager buyers
I'm waiting for Model 2. If Tesla can bring this to market for under 32k, I'm a future owner. I hope they offer one without the all glass roof. I'm also hoping for a gauge cluster or HUD. Taking eyes off the road to fiddle with a screen is dangerous, IMO.
Think you will be disappointed then, it's not going to be old fashion. I often drive all sorts of vehicles and finding buttons/switch's and whatever else is a pain in the arse, takes a little getting used to having it all on one screen but not dangerous.
The glass roof is such a gimmick. All it does is add cost and heat in the summer. I would love model 2 to be a hatchback with stainless steel that I can wrap in a fun color.
@@turningpoint4238 HUD is not old fashioned and very cool and useful. Only reason Tesla doesn't have it is to save cost.
I'm a tesla owner. When I drive an old fashioned vehicle I miss my tesla display on the screen right there in my vision. Verbal commands can work for many functions.
@@elainebradley8213 humans are very flexible creatures they can get used to anything good or bad. Taking your eyes off the road to look at center screen is definitely inferior to HUD on windshield. You will say anything to defend Tesla even if it makes no logical sense.
In That INTERVIEW ELON Didn't Give a START DATE FOR MODEL 2 PRODUCTION ?
From what Elon said we will not get one (model 2 production start date) either. Setting a date is now somehow seen as stock manipulation. Make of it what you will. Too much is made of the date 'promise' thing anyway.
Grande Sam, Andes Peru!!!
Maravilha sucesso sempre
While I think that projecting the upcoming model 2 to use some form of LFP batteries is a good guess- I don't hear Elon stating this in his interview with Sandy...
We have our first electric car, it's only a Leaf but we love it. Need for Toyata to get with the program already.
Tesla have the skill cheers mate
Can you turn your volume up please, digger? Way quieter than the ads.
Otherwise thanks heaps for the vids!
Model 2 WILL be first made in Texas. Source: Elon's interview with Sandy.
I think they gave some hints into the production changes for model 2 in the Investors meeting.
Production changes for a car that doesn't exist? 😅😅😅
Yes, it’s designing the production line and supply chain to be able to be modified to increase efficiency, etc. The introduction of the giga press - if and when one became available - could be anticipated and ‘designed in’ even if one was not available until later after prototyping was underway.
Add more color varieties also, otherwise Tesla will inadvertently introduce blandness en mass.
Probably made with star trek food synthesizer
Pls make model 2 a reality....... looking forward for this.
Why? Do you realise that if you hold your breath long enough...
@@robertfonovic3551 Dont worry you dont have to hold your breath for Tesla...
If everything is so robot assembled, why are there fit and finish issues?
My 21 Model 3 LR is Shanghai built and does not have fit and finish issues. Do you have a Tesla with those problems. Are you looking at Fremont built cars? Are you talking about 2017 built cars?
@@harmony3138I have a Shanghai built car and it is very well assembled. You must be talking about American built cars out of Fremont, because my M3 does not have build issues that can be described as Fisher-Price.
@@petergersbach7355 I have bought two Fremont Teslas so far, and both were fine.
@@petergersbach7355 it's just FUD he read on social media, then regurgitated.
Yes it will cause fit and finish problems for car makers who are not using Tesla Optimus. Robotic vision will allow the positioning of parts at tolerances that will put the human workers they replace to shame. Tesla is also designing the car to be more precisely built with the gigaCastings and more.
Complete teslabot production line
Unlikely, standard industrial robots work better on production lines.
Awesome
That being said
When is it really a good time to buy an ev ?
Byd ? Re sale value?
Tesla ?
Revolutionary build...so using the CATL skateboard platform then?
We already knew where it would be built
How about a Uni-Casting with A, B, and C pillars?
Bahahaha
There are a number of automakers that tear down cars the same way Sandy does. For instance, to find out how a competitor makes a thin strong A-pillar, since that can be a combination of 3 different metal plates alone.
Is it cheaper to buy non-exclusive results from Sandy? Perhaps now. Perhaps not if you NEED IT NOW and Sandy is working on other things.
So far we have heard that model 2 will be produced in Austin, Berlin, and Mexico, and just announced at Shanghai after the expansion. That is highly likely to be followed by India. That's five plants that should be producing 1 million units each once ramped.
You haven't considered the plant on MARS!!
And one factory in Musks beloved Poo-Tin-Land for sure. 😂
Also a micro-delivery type van!
Like the Nissan Cube maybe
@@markjonzwith an ICE .great idea
Will be interesting to see what happens to Aptera when he gets to be part of manufacturing. Such a great knowledgeable critic and sees the case for cheap EV's that are safe but not performance lead!! Will Model 2 not be based in China first??
Aptera will never be manufactured.
Elon has said for 2 Texas first Mexico 2nd.
@@danharold3087that would make China turd?
The Aptera is a great idea. But, it cannot compete with other cars on price unless manufactured at a large scale. And there is unlikely to be enough demand for such an unusual car to justify manufacturing at a large enough scale.
@@ab-tf5flNo, it is not a great idea. It is a funny toy for rich kids. Ask mum and dad with 2 kids going go the grocery. 😂
Sandy is a phenomenon, he is entertaining and has great knowledge. Well but sometimes I wish he is a bit more critique with Elon.
Munro's company is tightly knit with Tesla, so he cannot critique much. He would be shooting his own leg there.
Sandy has been quite critical of Tesla, in the past, when it was warranted.
@@mikapeltokorpi7671 Sandy has said at least once that Munroe has never had a contract with Tesla. Where do you get the tightly knit thing? Sandy likes Tesla because they tend to do the kind of engineering he is promoting.
Expect it to cost much more at T=0 and drop as production ramps. One small crossover design.
A lot of money to build a factory in Mexico so they will want to have a done-deal car to take in there so they can ramp up quickly. Entirely logical - Texas to get started and work out the bugs in this radical new production approach.
They can work on the car design and production ramp while the Mexican factory is being built. This will speed introduction.
@@danharold3087How do you ramp production on a plant ,that is yet to be built?
@@robertfonovic3551 Your reading what I did not write.
The Tesla model 2 giga press will pop out a completely finished Tesla model 2 ;-). From a SF movie scene in Minority Report: the hero is on the run in an electric car factory that is 100% robotized and automated. I think Musk is aiming for 100% automation/robotization. Will it also be based on carbon in stead of metal? A very good report on the lithium stock prognoses and market development says the following: the exponential growth of EVs will become linear growth from 2027 and onward, because of the limited supply of lithium. Even after the sodium battery will become economically viable, it will take a decade before this technology can be scaled up to mass production, just like the lithium battery mass production. So linear growth after 2027 in stead of exponential growth.
To your question: Nope.
If you think about the process, they are already building the battery and motors in these factories, so adding a new model will be so efficient. They can just max out production of the motors and battery packs, so the Model 2 line will just use those parts that are already on site. I think this is why they want the parallel assembly, so they can just route battery packs and motors to the line where they are needed. They could have Model Y being built in one part of the factory, Model 3 in another and Model 2 in another, but the battery line and motors line will feed them all. It should look like letters getting automatically routed in the post office...just sort of zipping along and splitting left or right, wherever they are needed. Same factory, same cost already built in, but another million units produced in each. I think Tesla could get 2 million cars out of each factory eventually. Compare that to the 60 factories that each of the legacy auto companies uses to produce their cars.
Makes better sense to build a lighter custom motor
These guys have sooooooo much respect for each other 😊
I get the vibe that Elon treats Sandy, as a father figure, and Sandy treats Elon as a surrogate son?!
@@ouethojlkjnNope. For Musk Munro is the free of cost marketing grandpa fan boy. And Munro just wants to show off, ranting and loosing focus.
@@NaviGation-yq9ne Well I suppose Tesla should finally get on the butter up the Journalists to give a glowing report on a sh!t product band wagon, it has been over a decade after all and no money spent on advertising. For shame. those free bars and 5 star hotels in Malaga where all the driving journos go to thrash the nuts off cars they will never own has to be paid for somehow. Jeep® Avenger is the 2023 "European Car of the year" - don't make me laugh.
Where did you hear Elon say 2026?
I agree it's going to be more than a million times better than combustion crap
Common MrMawson, admit that you drive ICE. No need to be shy.
@@robertfonovic3551 I don't have a car
I just hope my 2009 corolla makes it until then😁😁
Don’t forget to thank Scotty.
Our cat is 20 lb but he's not overweight and he loves r e v
Electric Viking: you want to call it the Model 2 in order to make the letters, "2S3XY"
As in, "I'm 2S3XY for Milan, 2S3XY for Milan, New York and Japan ..."
Hey Viking, isn't it wrong changing the model 3 lights to slim lights before the roadster comes out. The roadster will have slim lights. Now the roadster will look like the 3 instead of the 3 looking like a roadster. What's your thought?
who cares about the roadster, its irrelevant car
It will be NMC Jeff dahn 4 million mile battery for vehicle to grid. It's the best way to get the most people to stabilize the grid.
If you’re a Colorado resident, you can potentially get a Model 3 for a little over $18k if you qualify for max incentives with an ICE trade-in.
? An ICE trade in of what value?
They may as well call the car CorollaKiller. 🤣
The Model Y already killed the Corolla.
@@NextGenEvs rubbish
Chances are this new model is more advanced in pre-production than Tesla is letting on. But it's always the weakest link in the chain and all that and that may well be batteries.
Sandy is working for Aptera right?
Meanwhile BYD sold 60,000 seagulls last month
Sandy rules ❤
Not.
I don't understand why it's taking Tesla so long to roll out the Model 2. The only explanation I can think of is they want to force as many buyers as possible into the more expensive (higher margin) models.
I think the Model 2 will be two different vehicles, one a small hatchback and secondly, a small 2 seater pickup, similar to what Simone Giertz made.
Truckla !! I love that project!!!
What if it’s a stainless steel hot hatch?
First version Model 2: A two seat economy for students, childless couples, singles. The first Tesla reduced in weight, drag, $. Not for luxury, those items sold extra.
If there is 2 models i think the body will will be a 2 door or 4 door hatch & one will be a shorter range & the other a long range & the body will be basically the same..
Optimus will be fully staffing the production line, the first human to touch their car will be the buyer, I'm guessing....
I hope they call it the Model 4 so that we have the full set of S3XYC4RS
👍👍
I think Tesla have played this one in mega stealth mode. When the model 2 is revealed ir wont be 5 years till delivery. It will be months if not weeks till theor delivered
Std platform variety of bodies.
Different sized battery packs for different ranges.
Small vehicle for the small daily drives and selfplug into the std wall socket. 23hrs every day.
Just like the home robotic vacuum cleaner.
Room in the trunk for extra plug and play battery for long trips.
Small plug and play backup batteries for emergency services like someone ran out of petrol. 😊
Magnesium or other alloy may be used in model 2
I don't think so, why would it be?
Are you aware how expensive magnesium is?
"or other alloy"
Yes. Obviously.
Buy unobtainiam shares now!!
"Unfortunately, because we're a publicly traded company I can't comment on that"
What? Since when? You've been spilling the beans on upcoming products for years!
Yep. Just like a politician......always diverting 😊
Not on volumes and dates. They’ve always been pretty vague.
If Mexico is "too long", we probably should see it announced in next 6-12 months.
I've a feeling that model 2 refers to a step change, and not a specific car.
So the first being the smaller cheaper car, followed by other subsequent models built on the same idea or infrastructure, smaller cheaper batteries, simplified build, fewer less complicated parts, which is why musk wouldn't and couldn't go into detail.
If this is the case, which i suspect it is this will really shake up the market, as up until now the competition have been nipping at their heels.
Elon should really push hard into the European market, either way fun times ahead.
Tesla is almost definitely going with CATL's condensed high-capacity battery, and won't be surprised if this same battery starts to appear in more Tesla's over the years, until solid-state batts match this battery, and come to market. The $25k Tesla will almost definitely be a small hatchback, with base-line specs, which is perfectly fine for most people, and will have to be made near-100% automated and FAST! I admire and respect Musk when he's talking about things that matter and not delving into politics and conspiracy theories. Wish he'd stick with talking tech and facts.
Most people in other countries. Americans don't buy hatchbacks, and they don't buy stripped down models. As for conspiracy theories, the vast majority of recent ones have proven to be accurate. Musk isn't interested in politics, he's interested in truth, which is in really short supply these days.
If I am not mistaken Musk recently said that the Model 2 (or whatever it will be called) will look a lot more like the Cybertruck than the Model 3 or Y. Also, that its design will look "cool" but with "utility" as the main feature. So all these artist drawings showing a shorter Model 3 (what's more with the old, pre-Highland face!) are completely off the mark.
Wrong. Most people, by nature, are conservative.
cybertruck design may not pass laws in other countries
@@drury2d8 Why?
@@fluxcapacitorToo heavy, radiuses of edges, pedestrian crash test.
EV’s have a problem right now in that they’re really not very easy to own for people who can’t charge in their garage. I assume the point where it makes sense to target the low/mid market will coincide with the point when people can reliably charge their car at a fast charger in
That is BS. EVs can charge AC nearby over night or DC at a HPC in 30 min once a week. No problem.
I’ve told you for well over a year that the 4680 was obsolete before it ever got into a car
Model 2 should be called "CyberRide"
Where did Elon mentions any dates??? Think you are completely wrong to say 2026 or Q4 2025; that would be Mexico.
With Austin being the first; all the signs are that we are 12-15 months from production getting underway with deliveries 13-16 months out
Elon is making bold claims , that means the Model 2 will be available in 4 years.
S = Model S
E = Model 3
X = Model X
Y = Model Y
C = CyberTruck
A =
R = Roadster
S = Semi
The A could be the atv ie cyberquad?
@@4literv6 Who knows, but I don´t think so.
Yeah I think the 25-30k car will be the A. R for robotaxi or roadster.
A - ATV (Cyberquad). I hope!
Ares: meaning "Mars" in Greek. The prefix "areo-" is added to many words to designate their special use on Mars,
Pls get a new mic for Christmas. Thanks for your videos.
What's the difference between a hatchback and an SUV when they are both the same size?
Plastic wheel arches
I have a new Smart #1 Brabus. They call it an SUV. In reality it’s a hatchback with more ground clearance. Or you could say it’s a small crossover. Either way I love it.
@@garrycroft4215I see no upside to that abomination.
@@LachskoenigIV Just for starters.. upside is that it’s quicker than an Audi RS3 to 60mph & the Quarter Mile and £20k cheaper and much cheaper to run and service.
IMHO, ‘Model 2’ will be announced next year, production in late 2025.
LFP subsidies will be completely phased out by the time the model 2 is produced, unless the batteries can be made in North America with locally sourced lithium.
What LFP subsidies?
Sure it can't be worse than the original 4680 which had 16% better density which is dead. 4680b is only 10% more dense and they can't make that efficiently either - so really anything is better than either one if they can actually make what ever it is.
Please save videos like this until we are within a few years of production.
Please do it yourself.
Wont be 25k in the uk.....again sadly
I think you are wrong on the idea that the model 2 is two cars. I have heard Elon correct some when they compared it to a model 3.but smaller. He said no, its like a model Y but smaller. Tesla has never released two cars at the same time.
Happy to hear Elon's not waiting for Mexico plant to start Model 2 production. If they took reservations for that I'd sign up today, sight unseen!
Say waarrtt?
@@robertfonovic3551 One of the news items referenced the Sandy Munroe interview of Elon Musk. He asked about Model 2, and while Elon wouldn't say much about it, he did say that he's regularly looking at production plans, I think for Texas, and they wouldn't wait for the Mexico plant to start making them.