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I've said it before and I'll say it again here. Even if someone were to tear down a brand new Tesla and without any regard to patent law, duplicate it, by the time they got the first one off the assembly line, all they would have is a five year old Tesla. Nobody is going to catch Tesla that way.
Agree, Tesla went from 70+ parts in Rear to just 3 cast Pieces in 3 Months, and shortly after that went to Single Piece rear Casting.........LOL, Tesla innovates at speed of thought.
Regard to patent law? Tesla patents are free to be copied. The chinese automakers are already copying it and also innovating on top of it. Think of it this way, apple came out with the smartphone but android copied it and made it better.... one company can never out innovate everyone else... the chinese EV companies will grow faster than Tesla by a factor at least... but yes, Tesla will still have their highly profitable marketshare for some time to come.
"in nine years, we will start changing our company to be Agile" is the automotive equivalent of "tomorrow I will start to diet" Toyota proves it is the antithesis of agility.
So it's just source control, like git, but in car production instead of programing. It really shows how much programing concepts and solutions are important outside of just programing to improve our world.
The innovation is in how they build the factories. Each more efficient than the last, each taking advantage of what was learnt before. The machines that build the machines is the real product. The cars are the ultimate manifestation of that philosophy.
Bullshit, which machines doesn't build machines?! Are you serious?! Machines have been building machines for decades, dont just gobe everything elon tells you! The most efficient factories aren't even made by tesla its made by vw and toyota. The Vw factory in Würzburg Germany for example has the biggest private railway station in Europe for the gigantic logistics, also vw has two gigantic towers where they store some produced vehicles for those who picks them directly there.
Mercedes for example has the same railway connection plus acces to a large river which they use for everything, also they make way more different types of vehicles compared to tesla by sharing platforms, using the same parts..... from garbage trucks to double decker bus, armoured vehicles, super heavy duty awd trucks and equipments like the UNIMOG and zetros that are used all around the world for all kinds of applications.
And it just so happens that Elons favourite thing to work on, is the production process, IE, working on improving those robots. He is literally the perfect class of person and has the best skill set to completely kill ANY industry.
@@FrotLopOfficial robots have existed way before him and have and are still improving, where do you think the kuka and Fanuc robots tesla uses comes from?! It was developed by other companies for car manufacturing just like the assembly line way before tesla.
Your interview with Joe Justice blew my mind. I've been following Tesla with interest for years, but did not realize how different Tesla's approach to manufacturing really is until I saw the interview. I want to point out that Tesla's plant software and sensors, which check every car for defects (not just samples pulled from the line), is something VW will not be able to duplicate. VW is not a software company, and there isn't a software supplier who has an off-the-shelf solution for this anywhere in the world. All of the other automakers, both legacy and start-ups, are stuck with the old tried-and-true production line concepts. Without software support for cell manufacturing, if they tried to do what Tesla does, they would immediately lose all visibility and control over configuration management, and quality would fall into a pit. About budgets: Tesla does budget expenses. What they do *not* do is micromanage their budgets. They plan for expenditures to operate a factory, but they don't, for example, budget for a particular configuration change. In executing budgets, they maintain a very high degree of flexibility. A VW budget for a factory probably runs thousands of pages; I suspect a Tesla budget for a factory could be folded and stuffed into a shirt pocket.
This comment makes absolutely no sense at all, first of all tesla barely makes 2 cars the model s/x the model y/3, so its easy to improve on just two cars compared to others like mercedes that makes double decker bus, vans/minivans, armoured vehicles, trucks/ very heavy-duty equipments for all kinds of applications..... the mercedes unimog alone is a do everything vehicle from utility/railway construction/maintenance, agriculture, mining, construction, rescue, army..... people even uses mercedes vehicles for overlanding/exploration, travelling around the world....
Concerning the vw budget for a factory you must be joking right?! Vw has one of the most efficient factories in the world, in Europe they have the largest private railway station for the gigantic logistic, they have two immense towers where they store some vehicles for those who picks them directly at the factory, vw even makes sausages in their factories in Germany.
Your best video yet. As a Software Engineer I can tell you what Elon did with Tesla production. He took software development strategies to car production. In software development you branch of a master branch (the branch that gets shipped to customers) Engineers create a branch of master and implement a bug fix or a feature. Then quality assurance tests the branch. If approved the branch gets merged back into master and then it gets shipped with the next release. That’s exactly what Tesla did with production cells. Ingenious!!!
Tesla's speed of innovation is awesome to behold.. I do however have an cautionary observation regarding longer term projections of the total number innovations (changes) might make, if based on the current weekly rate of changes to Tesla's car production cells, I believe the rate per week will inevitably be subject to the dynamics of an "s" curve. Similar to Tesla's production ramp up. A slow rate at first, then faster, then much faster and eventually slowing down when certain limits are approached. For Tesla's production numbers theoretically these will be market saturation and possibly long term materials availability. For innovation and hence "production cell" changes these limits will encroach as the "perfect production method" is neared. Innovative changes will have smaller and smaller positive effects until they are no longer viable to implement, hence smaller numbers of changes as time goes by. Just a thought from a fellow Dane!
That's right. The speed of innovation will necessarily slow down as the product nears perfection. Can Tesla build the "perfect" car, whereby the need to make any further basic changes slows to a stop.? Only Tesla can do so at a pace that will produce magic in a very short time with its car buyers' constant feedback as the car is driven or drives itself. A million-mile battery life, under $25K price for a basic sedan, driver-assisted or fully developed FSD, (saving thousands of lives), and other innovations not yet even thought of will, by 2030, make a Tesla something no other manufacturer can, or ever be able to duplicate.
The only limit to innovation is lack of imagination. Even perfection is a very dynamic concept and is no of this world anyway. There will be always something to perfect
Fantastic video, it is incredibly difficult for "normal" people to wrap their head around what Tesla does. Even as a technology person what Tesla does continues to blow my mind.......all the time!
It is amusing to me how Elon is constantly telling his competitors what they have to do to compete …. Electric cars are the future …. You need to build battery factories … you need to secure raw materials …. Tesla’s advantage is manufacturing …. No one listens until it is too late.
@@markplott4820 And then they conspired to rid SF / LA of its mass transit tram system, replaced with buses, eventually replaced by the motor car! All with gasoline engines using oil and rubber tires instead of steel rails! Would be a federal offence these days !
@@markplott4820 stop talking bullshit mate, the electric starter was developed to easily start the ICE and the EVs in 1890 were quicker but didn't nearly had the range and flexibility of ICE, there is a gigantic reason why ICE have always dominated, used in bikes, trucks, ships, aircrafts, trains, construction, mining..... nothing even today can beat ICE
Happy Holidays to you and your family, Lars! Thanks for all the great videos the last couple of years - they keep getting better and better each week, with so much great information - especially about the EV scene that is happening in Europe - looking forward to all the great videos you'll be making in 2022 and beyond - thanks again!
Excellent explanations! Great to hear so many of the positives about this company instead of the deliberate dissing establishment autos and news reports make against Tesla and Musk.
This difference in innovation pace will definitely diverge Tesla from the other OEMs even more in the coming years. Only more people and companies will want Tesla because of its technological superiority. When it comes to fleets of robotaxis that are shared with the masses, Tesla will be the preferred brand and therefore the most dominant player.
More or less the only reason people buy Android phones is that they are cheaper than Apple's. If Tesla bring out a cheaper model (Model 2?) then why buy legacy auto products at all? The only constraint is production numbers from Tesla - And when FSD starts properly why buy a car at all?
@@tonylegge7261 some people buy Android because of greater customization of the OS and greater choice in hardware options. I have used iPhone and MacBooks exclusively since 2008 and even I strongly considered getting a Pixel 6 this year.
Technological superiority my @Zz how many vehicles types does tesla even makes?! Where are tesla vehicles even used/what are they used for?! Tesla simply doesn't have the same flexibility that other manufacturers have. Tesla still has alot to learn from other companies to even have enough experience.
Unions are only necessary if the people aren't getting paid well enough or working under shit conditions..... ALA if your company has union workers, you should probably just pay them what they deserve in the first place.
Love these videos on how Tesla actually works from within. Their management philosophy/style is radicle. Thanks to you and SMR for posting these interviews with Joe Justice. Worth several watches to grasp fully what he's telling us.
Taxes paid is irrelevant; increase in wealth is a better metric. I believe he should put the vast majority of the gains back into society, either by putting it into Tesla, or by giving it to the government to be redistributed. All of society has to exist for him to increase his wealth that much; it’s not possible with only one person or even one company; i.e., it does not belong to him. Having said that, I believe his accomplishments are fantastic, and he should be compensated accordingly; I just think it should be 10-20X the average worker’s pay (and higher than anyone else), not >1,000,000X.
@@altosack It's always easer to tell someone else how to spend the money they made. Seems like the Matra of the left. We lived in moms basement and got high and skipped school now we want to tell you how to spend your money. I'm sure your intellect has been put on Elons Desk to read tomorrow.
@@altosack Isn't tesla just a way for musk to fund Mars travel? I think that's his end goal... everything else is just laying the foundations for him to fund his main objective.
@@Fanta.... - Yes, Elon Musk has stated that’s his intention. I’d like to support such endeavors, but it’s not clear to me how we’d structure it so he could use that money as intended, but others with, shall we say, less noble intentions, would not be able to use it to accumulate wealth for its own (and power’s) sake.
The real secret is "Culture", a management that innovates from all directions. A grand plan from above with small, rapid incremental development on the shop floor. This is a rare thing and I have only once been a part of a Factory with real shop floor constant innovation. It was a joy, until 3 yanks bought the business and shut it down!
LARS!! Great information throughout 2021!! Thanks for your excellent efforts keeping us up to date with our mighty TESLA JUGGERNAUT!! Greetings for the season to you and your family!! All the best and many massive returns in 2022!! Your loyal Canadian TESLA SUPERFAN!! GIDDYUP!!
Lars, dude, you're one of my 4 favorite Tesla podcasters. I watch about 12 - 15 different podcasts covering Tesla. You have some of the best information content and vids and you make it very entertaining. "Solving the Money Problem,"' "Chicken Genius"' and "The Tesla Economist" are my other favs. Please keep up the good work, its very much appreciated.
The key to rapid change hinges on the automated testing from what I've heard. It's clever. basically the router cell is a spawned test environment. If it does not help, it dies. If it succeeds, the dna of the test cell is adopted on a wider scale. It's natural selection. Your point is well taken on how exciting it may be for the average worker on the line seeing a change adopted frequently. It's like "oh I'm so glad someone sorted that out, what a great idea" or "hmm, I wonder if that will really work long term". On a daily basis!
THANKS4GIVING MR. Strandridder You are exactly right in all you spoke of in this post except in one little statement. There is one manufacture that is not run like the others and his speed of change is astounding but more importantly his innovations in engineering are off the chart. Koenigsegg presently his vehicles are not full EV but of all the super car companies I believe they will survive because they thrive on innovations.
Easily the most important and informative Tesla related video of 2021, nicely covering the relevant argument of the time; a true gem! Congratulations, and thanks for your good work, Lars!
Man! It is so easy for companies to just copy what everyone else is doing. It is hard to innovate, but to do it at rate Tesla does it seems almost impossible. The complexity involved in such an innovative sistem is mind bugling. If we look at the speed other companies have made improvements to their products throughout history and compare it to Tesla, Tesla speed seems super human. It seems like Tesla has been organized by a super intelligence from another planet.
I would add that he is not under the thumb of investors, wall street whims, and a grouchy board of directors. He can see what needs to be done and run with it. He has done this while directing other large projects, such as SpaceX and his Boring company. A truly awesome performance.
Stop lying, how many vehicles types does tesla even makes to compare with other manufacturers?! Basically Nothing! Mercedes makes everything from vans to bus/double decker bus, trucks, armoured vehicles, heavy duty vehicles for all kinds of applications all around the world, the mercedes UNIMOG alone is used in everything from agriculture to mining, rescue, construction, utility maintenance....... what does tesla really have?!
I'd have loved that work environment a few years ago. There's always a better way! Always! I worked a Wincanton transport a few years ago and when the barely manager responded to a tiny change I made with "that's how it's always been done and that's how it always will be done" I had to opt out. Square peg, round hole. I've had to become self employed, I'm the only person to put up with me, with one exception.
This came on while I was asleep and I was dreaming that I was at a party and 5 or six guys where just firing off these Tesla facts one after another flawlessly ( like you do ) and I’m just elated at how perfectly choreographed and what a remarkable thing it all is to a member of the Tesla aware ! Merry Christmas to all !
It is the same as software dev. We use git for branches of software to test changes and after successfully tested the changes, it is merged with the next version. Testla made a kind of hardware git.
I found very much informative you using the definition of "oil dependent" vehicles, as I think that the evident technology of "EVs" will be expanded as a standard in the future, it will not be a "differential"... Although Tesla Technology tends to be the biggest provider of mass produced equipment embarked with the cutting edge software
Once the new production cell have proven to work at the required speed it is then copied to all other production cell. If changes needed to made to integrate it at a particular factory then that factory will have to make changes in a test production cell before integrating it to the other production cell. This means changes does not only come from Fremont but Shanghai could also implement changes that will be later adopted by Fremont.
27 changes a week happened during the model 3 ramp. It is NOT an average week today. Yes changes still happen on the fly but it is nowhere near as fast as it used to have to be when they were in production hell. There is still refinement to be made to take full advantage of the castings/Structural battery but by in large the rest of the vehicles are now cut and paste technology.
Tesla barely makes two vehicles so for the changes, its nothing special tbh. Considering what other manufacturers makes, mercedes has double decker bus, the unimog/zetros, super heavy duty truck, vans, armoured vehicles......
Thanks Lars, exceptional staff, very complex yet so basically explained that you can be understood by anyone. Let me see if I can scrape more money to buy a few more shares. I cannot see another outfit in the entire world better positioned to become a a juggernaut in many high tech fields. Could I be wrong? Yes, but the chances for success are definitely heavily on my side. It is the genius of Elon Musk and its dream team of devoted innovators that will always make the difference. Those are the reasons for the miracles happening at Tesla day after day.
Thanks Lars for the great up to date information, can’t wait for the Berlin factory to open up so I can order my Model Y. You and your family have a wonderful Christmas and a fantastic New Year. I look forward to more videos next year. 🥰🥰
In my view the biggest elephant in the room, or perhaps achilles heel, of the rapid improvement, is that batches of Tesla's, although better due tchanges, are slightly different to one another. The bad thing about that, and not enough is talked about about this, is that cars do break, and thus every iterative Tesla being slightly different, means that there will be less consistency in repair and therefore every Tesla have a different repair cost, because every Tesla's will have a different repair manual, thus need a different repair schedule and learning curve for auto and parts repair, let alone that Tesla could even manage stock of different parts for different batches of cars, perhaps making Teslas virtually irreparable, which means every Tesla in essence, just like the iPhone is planned for obsolescence. As I view this issue, to me it means, although Tesla is a good car out of the factory, due to poor repairability to to iterative improvements en less consistent design of iterative upgraded Tesla's, to mthcar loses value over time as there is no realistic real world scalable management for cost-effective repair of Teslas, without significant overhead costs(due to new parts likely being unique to batches of Teslas, each batch will need unique parts, and unique parts are crazy espensive in cars in general, Tesla thus far has not shown any improvements of affordable cheap parts without costing an arm and a leg). Teslas are not cheap cars and maintain their value. I think we're going to see the end of car ownership for most people on the future of sustainable transport, for if this is the future of manufacturing and maintenance of cars, it will be too expensive to manage over the years. I think car rental will explode for most people to make ends meet in sustainable personal transport. It will be then of car ownership simply because most people can't afford the upfront costs and future expensive maintenance costs, not like ice cars on the second, third and fourth hand markets. As EV's hold their value longer, because demand is high, people still need to pay higher upfront costs second and third hand and repair parts will still not me cheap. I think for the next few decades we will see a radical change of the car, not as a status symbol to own, but more as a ride sharing device. Wouldn't be surprised to see public electric transport radically change as well in that taxis, minibuses, busses and trains will have stops inside buildings, radically changing urban development where people can enter public transport warand dry inside as public transport does not pollute, which means we need the car less in the city, and can manage last mile shopping with very convenient public affordable transport that can drop us and pick us up in th shop doorstep.
Sure, the lids very rarely match perfectly. But one must understand the entire concept is extraordinary, and sets them apart from the masses. Resulting in the most efficient, the safest, the fastest, the least maintenance intensive. Resulting in the very best EV in the market. To answer your question I feel adamantly sure that every single part in any Tesla can be instantly duplicated by the high tech nature of the firm. So I don't see the problems you are implying as every single car manufactured will have its own personal fiche in bedded In Tesla mega computers, so if parts for that specific serial number are ordered the computer will automatically spit out the exact configuration of the needed item. But that problem cropped up from time to time in the old form low tech manufacturing of the past, but surely eliminated now.
The vast majority of the changes are not going to cause any repair issues. You can get the new version of the Octovalve and put it into your 2018 Model 3 no problem. It just means that your repaired car will be better than it was before it broke down.
Bravo.. Very well thought out. I'm not sure I would call it the 'elephant', in terms of being a huge problem for Tesla. But service/repairs is the issue that Tesla enthusiasts ignore the most. You have to imagine that this is a problem that Tesla has thought out, at least by now. Their AI/computer vision factory mode testing system, is obviously set to allow acceptable tolerance range of specs. But we don't really know the specs of every chip. Not all chips are built for obsolescence. Tesla could have spec'd every part to have the same life as it's battery/motor. Only time will tell. It's normal in an industry that they start with battle grade components and then lessen their standards, over time, seeking profit margins. Something Tesla doesn't have to worry about right now. But their competition does. Totally agree with you about robotaxi future. I never thought about how you can drive EV's indoors with no emission or sound. That is such a cool concept. A lot safer to be picked up and dropped off indoors than in a parking lot.
The parts are not new, they are just a better version, a new part will mostly fit into and older car. Lots of the changes are how they do the production and doesn't really change the car. The reason for the expensive parts is that Tesla makes all their own parts and no third parts are available.
You are focusing on problems and not solutions, you would be immediatly fire from the Tesla team. Your point of view is obsolete and useless. You are what we call a dead stomp or an anchor for a companie to innovation. You can keep buying ice car and not worrying to spend tens of thousands in gasoline but is dead scare about car parts that would be too expensive..
Henry Ford did not invent the assembly line. It was first invented by R.E. Oldsmobile of the Oldsmobile auto company. Ford took the idea and applied it to his car manufacturing plants.
Do I have to say now with any new video you produce, that this one is the best you ever did? I am now going to be a member of your channel. Patriot already done.
I wish an agile group or person would tackle improving the 3 & Y suspension small bump compliance. Which involves the high speed compression damper circuit performance.
There is a lot to see, including the Robotic Arms that seems generic and not the specialized kind that are found in other factories: more articulations and ability to realize completely different tasks when needed, while on the older factory model each robot is conceived and built for a specialized task, meaning absolutely no agility. Tesla's robots are inspired by humans, able to learn and handle new tasks as needed, and this is a breakthrough and a complete different vision of what is production.
FYI, Dr Deming taught the Japanese the Lean Design methods post WW2. Sandy Munro carries that legacy to this day and that's probably why Sandy and Elon appreciate each other.
Legacy automakers definitely have more than ten years to make changes. Most of their profits are after sales parts. Even if they stopped selling any new cars today, they will still have substantial revenue for some time. However I do agree that it will be very very painful for them. Mainly because, as sales revenue drops they will find it more difficult to raise capital. However governments are very likely to help them out. There is no way that the Japanese or German governments will let their car industries die
Maybe? Maybe instead they let them get bought up and or force mergers ala stellantis instead of being bailed out. 🤔 The existing non ev oems owe over 3/4s of a trillion yes trillion with a T. Worth of debt between them. Debt which is secured on average by several decades old factories and ice vehicle's about to see their residual resale values plummet in the next 18-36months or even less. Nobody is going to lend them anything when that happens. Instead they will invest in the ev companies&battery factories expansion plans. After all its where we're going as a society and bottom line it makes dollars and cents. And those ev&renewable energy job's will easily replace the ice manufacturing job losses. If you look at percentage of total employment the auto industry isn't even 2% of current us job's. 👍🏻
@@4literv6 good points. But remember that their assets will be near worthless when EVs take over, so debtors actually have no choice but to extend terms.
@@andrewpaulhart interesting counterpoint. I still believe without gov interference they will be allowed to fail. Social media pressure is much more prevalent today than in the 2009 era of to big to fail&Obama being president. Gm will not be allowed a second 55+billion $ tax payer funded bailout. And Ford already has a junk bond rating as it is. Some interesting time's ahead imo. It also can't be discounted that total vehicle sales over the last 60 month's have declined by more than 40%.
BAck in the 80's everyone was looking at Toyota and the Japanese manus. Toyota used(s) a version of Kaizen aimed at slow, incremental improvement. They use to say they had over 10,000 improvement suggestions per year. Right! If even a few of those suggestions led to improvements of any value you would have to change too much on the assembly line and in the end, they didn't make real improvements. The Japanese are focused on variation and limiting it until they have high quality. This works for a little changing design. Note many of the car designs for all manufacturers are similar. Also in the improvement cycle are breakthroughs. They tried to avoid those until a few years down the line and is something the US should have taken advantage of, and which only Apple really did. Now Tesla has achieved the breakthroughs in the EV shift, new engineering from ground up, redesign on the fly (e.g. processors) and more. It's a great time to be alive!
The speed of innovation is fantastic at Tesla. The employees are overqualified and brilliant. But Tesla will win because of superior ability to see the future and superior ability to start with a truly clean sheet when designing a new model. Only Tesla understood seven years ago how many batteries they will need now and going forward. Only Tesla could possibly come up with entirely new and novel designs like the Cybertruck, or the Octovalve and so on. Pace of innovation is great, scale and character of innovation is even more important and no one else is anywhere near Tesla there.
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henry ford didnt invent the assembly line.
Working on my resume to apply at Tesla while listening to you talk about working for Tesla. Wish me luck.
I've said it before and I'll say it again here.
Even if someone were to tear down a brand new Tesla and without any regard to patent law, duplicate it, by the time they got the first one off the assembly line, all they would have is a five year old Tesla. Nobody is going to catch Tesla that way.
But but but "the competition is coming" haha haha haha wheeee I'm easily amused hehe
Agree, Tesla went from 70+ parts in Rear to just 3 cast Pieces in 3 Months, and shortly after that went to Single Piece rear Casting.........LOL, Tesla innovates at speed of thought.
Nah bruh, GM is the leader in EV production. Believe me, I say what I mean and mean what I say 🤦♂️🤣🤣
@@yachmaster But as fast as they copy they will have to create the management that goes with it!!
Regard to patent law? Tesla patents are free to be copied. The chinese automakers are already copying it and also innovating on top of it. Think of it this way, apple came out with the smartphone but android copied it and made it better.... one company can never out innovate everyone else... the chinese EV companies will grow faster than Tesla by a factor at least... but yes, Tesla will still have their highly profitable marketshare for some time to come.
"in nine years, we will start changing our company to be Agile" is the automotive equivalent of "tomorrow I will start to diet"
Toyota proves it is the antithesis of agility.
ANTIgility;)?
To be fair it is more like “in 9 years I will complete my diet”
That is a perfect analogy, LOL! Funny but true.
In human psychology, saying you will do it somehow registers as having done it.
It is those that talk the most that do the less.
So it's just source control, like git, but in car production instead of programing. It really shows how much programing concepts and solutions are important outside of just programing to improve our world.
I had goosebumps as I just learned about git and then here Tesla is applying it to the physical world. Unreal.
Merry Christmas from Hawaii Lars. Great job on all your work, really enjoyed the Joe Justice interview. Aloha
The innovation is in how they build the factories. Each more efficient than the last, each taking advantage of what was learnt before. The machines that build the machines is the real product. The cars are the ultimate manifestation of that philosophy.
Watching Giga Texas, they obviously made major changes to the factory designs throughout construction.
Bullshit, which machines doesn't build machines?! Are you serious?! Machines have been building machines for decades, dont just gobe everything elon tells you! The most efficient factories aren't even made by tesla its made by vw and toyota. The Vw factory in Würzburg Germany for example has the biggest private railway station in Europe for the gigantic logistics, also vw has two gigantic towers where they store some produced vehicles for those who picks them directly there.
Mercedes for example has the same railway connection plus acces to a large river which they use for everything, also they make way more different types of vehicles compared to tesla by sharing platforms, using the same parts..... from garbage trucks to double decker bus, armoured vehicles, super heavy duty awd trucks and equipments like the UNIMOG and zetros that are used all around the world for all kinds of applications.
And it just so happens that Elons favourite thing to work on, is the production process, IE, working on improving those robots. He is literally the perfect class of person and has the best skill set to completely kill ANY industry.
@@FrotLopOfficial robots have existed way before him and have and are still improving, where do you think the kuka and Fanuc robots tesla uses comes from?! It was developed by other companies for car manufacturing just like the assembly line way before tesla.
And Tesla does not just make cars! Great video.
Your interview with Joe Justice blew my mind. I've been following Tesla with interest for years, but did not realize how different Tesla's approach to manufacturing really is until I saw the interview.
I want to point out that Tesla's plant software and sensors, which check every car for defects (not just samples pulled from the line), is something VW will not be able to duplicate. VW is not a software company, and there isn't a software supplier who has an off-the-shelf solution for this anywhere in the world.
All of the other automakers, both legacy and start-ups, are stuck with the old tried-and-true production line concepts. Without software support for cell manufacturing, if they tried to do what Tesla does, they would immediately lose all visibility and control over configuration management, and quality would fall into a pit.
About budgets: Tesla does budget expenses. What they do *not* do is micromanage their budgets. They plan for expenditures to operate a factory, but they don't, for example, budget for a particular configuration change. In executing budgets, they maintain a very high degree of flexibility. A VW budget for a factory probably runs thousands of pages; I suspect a Tesla budget for a factory could be folded and stuffed into a shirt pocket.
I always maintained Tesla was a software company making cars.
This comment makes absolutely no sense at all, first of all tesla barely makes 2 cars the model s/x the model y/3, so its easy to improve on just two cars compared to others like mercedes that makes double decker bus, vans/minivans, armoured vehicles, trucks/ very heavy-duty equipments for all kinds of applications..... the mercedes unimog alone is a do everything vehicle from utility/railway construction/maintenance, agriculture, mining, construction, rescue, army..... people even uses mercedes vehicles for overlanding/exploration, travelling around the world....
@@lesbendo6363 lol....
Concerning the vw budget for a factory you must be joking right?! Vw has one of the most efficient factories in the world, in Europe they have the largest private railway station for the gigantic logistic, they have two immense towers where they store some vehicles for those who picks them directly at the factory, vw even makes sausages in their factories in Germany.
Oh let's not forget, vw also makes RVs in house, they also makes trucks/bikes and much more with tons of commercial equipments/vehicles....
Your best video yet. As a Software Engineer I can tell you what Elon did with Tesla production. He took software development strategies to car production. In software development you branch of a master branch (the branch that gets shipped to customers) Engineers create a branch of master and implement a bug fix or a feature. Then quality assurance tests the branch. If approved the branch gets merged back into master and then it gets shipped with the next release. That’s exactly what Tesla did with production cells. Ingenious!!!
Tesla's speed of innovation is awesome to behold..
I do however have an cautionary observation regarding longer term projections of the total number innovations (changes) might make, if based on the current weekly rate of changes to Tesla's car production cells, I believe the rate per week will inevitably be subject to the dynamics of an "s" curve. Similar to Tesla's production ramp up. A slow rate at first, then faster, then much faster and eventually slowing down when certain limits are approached. For Tesla's production numbers theoretically these will be market saturation and possibly long term materials availability. For innovation and hence "production cell" changes these limits will encroach as the "perfect production method" is neared. Innovative changes will have smaller and smaller positive effects until they are no longer viable to implement, hence smaller numbers of changes as time goes by. Just a thought from a fellow Dane!
When will a car or a production process be perfect? When humans stop innovating. Go Tesla.
Exactly right. The last 5% of innovation are as much effort as the first 95%. That’s what the sigmoidal curve tells you.
That's right. The speed of innovation will necessarily slow down as the product nears perfection. Can Tesla build the "perfect" car, whereby the need to make any further basic changes slows to a stop.? Only Tesla can do so at a pace that will produce magic in a very short time with its car buyers' constant feedback as the car is driven or drives itself. A million-mile battery life, under $25K price for a basic sedan, driver-assisted or fully developed FSD, (saving thousands of lives), and other innovations not yet even thought of will, by 2030, make a Tesla something no other manufacturer can, or ever be able to duplicate.
Excellent point
The only limit to innovation is lack of imagination. Even perfection is a very dynamic concept and is no of this world anyway. There will be always something to perfect
You nailed it Lars. Again.
Excellent coverage of an under appreciated truth. Thank you for an enjoyable year of informing videos. Merry Christmas!
Fantastic video, it is incredibly difficult for "normal" people to wrap their head around what Tesla does. Even as a technology person what Tesla does continues to blow my mind.......all the time!
It is amusing to me how Elon is constantly telling his competitors what they have to do to compete …. Electric cars are the future …. You need to build battery factories … you need to secure raw materials …. Tesla’s advantage is manufacturing …. No one listens until it is too late.
Electric cars were the Future in 1890's , until gm & FORD conspired to KILL the electric car, and they Stole the Patent for the Electric Stater Motor.
@@markplott4820 And then they conspired to rid SF / LA of its mass transit tram system, replaced with buses, eventually replaced by the motor car! All with gasoline engines using oil and rubber tires instead of steel rails! Would be a federal offence these days !
@@linmal2242 - Agree.
Nonsense, everyone is securing raw materials supplies, and tesla will never acquire all the batteries for themselves stop dreaming tooo much.
@@markplott4820 stop talking bullshit mate, the electric starter was developed to easily start the ICE and the EVs in 1890 were quicker but didn't nearly had the range and flexibility of ICE, there is a gigantic reason why ICE have always dominated, used in bikes, trucks, ships, aircrafts, trains, construction, mining..... nothing even today can beat ICE
One of the best episodes you have made to date ⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️
Merry Chistmas to you and yours, my friend! Thanks for your videos, I look forward to them.
Happy Holidays to you and your family, Lars! Thanks for all the great videos the last couple of years - they keep getting better and better each week, with so much great information - especially about the EV scene that is happening in Europe - looking forward to all the great videos you'll be making in 2022 and beyond - thanks again!
Lars, you are second to none. Overall, the best Tesla videos and commentary of all!
Great work as usual. Happy holidays! Thank you.
Another great video. Thank you & merry Christmas Lars.
Thanks Lars for another very informative video.
Very interesting information about TESLA's unique manufacturing processes. Many thanks!
Excellent explanations! Great to hear so many of the positives about this company instead of the deliberate dissing establishment autos and news reports make against Tesla and Musk.
This difference in innovation pace will definitely diverge Tesla from the other OEMs even more in the coming years. Only more people and companies will want Tesla because of its technological superiority. When it comes to fleets of robotaxis that are shared with the masses, Tesla will be the preferred brand and therefore the most dominant player.
@M P though trams have a fixed route
More or less the only reason people buy Android phones is that they are cheaper than Apple's. If Tesla bring out a cheaper model (Model 2?) then why buy legacy auto products at all? The only constraint is production numbers from Tesla - And when FSD starts properly why buy a car at all?
@@tonylegge7261 some people buy Android because of greater customization of the OS and greater choice in hardware options. I have used iPhone and MacBooks exclusively since 2008 and even I strongly considered getting a Pixel 6 this year.
@@tonylegge7261 Just imagine Tesla replacing almost the entire current car fleet.! After all, that was Elon's aim !!!
Technological superiority my @Zz how many vehicles types does tesla even makes?! Where are tesla vehicles even used/what are they used for?! Tesla simply doesn't have the same flexibility that other manufacturers have. Tesla still has alot to learn from other companies to even have enough experience.
I might be addicted to TH-cam. I watch a lot. This might be my favorite program.
Only works when you have motivated, committed people...not union clock watchers.
Unions are only necessary if the people aren't getting paid well enough or working under shit conditions..... ALA if your company has union workers, you should probably just pay them what they deserve in the first place.
Love these videos on how Tesla actually works from within. Their management philosophy/style is radicle. Thanks to you and SMR for posting these interviews with Joe Justice. Worth several watches to grasp fully what he's telling us.
Even then, You sometimes check if You look at a sci-fi or a real life....
I Submitted Elon Musk to the Guinness Book of World Records for "Man Who Paid Most Taxes in the World" who agrees #ELONMUSK should get the Cover?
Taxes paid is irrelevant; increase in wealth is a better metric. I believe he should put the vast majority of the gains back into society, either by putting it into Tesla, or by giving it to the government to be redistributed. All of society has to exist for him to increase his wealth that much; it’s not possible with only one person or even one company; i.e., it does not belong to him.
Having said that, I believe his accomplishments are fantastic, and he should be compensated accordingly; I just think it should be 10-20X the average worker’s pay (and higher than anyone else), not >1,000,000X.
@@altosack It's always easer to tell someone else how to spend the money they made. Seems like the Matra of the left. We lived in moms basement and got high and skipped school now we want to tell you how to spend your money. I'm sure your intellect has been put on Elons Desk to read tomorrow.
@@altosack Isn't tesla just a way for musk to fund Mars travel? I think that's his end goal... everything else is just laying the foundations for him to fund his main objective.
@@Fanta.... - Yes, Elon Musk has stated that’s his intention. I’d like to support such endeavors, but it’s not clear to me how we’d structure it so he could use that money as intended, but others with, shall we say, less noble intentions, would not be able to use it to accumulate wealth for its own (and power’s) sake.
Great video Lars. Tesla is awesome
The real secret is "Culture", a management that innovates from all directions. A grand plan from above with small, rapid incremental development on the shop floor. This is a rare thing and I have only once been a part of a Factory with real shop floor constant innovation. It was a joy, until 3 yanks bought the business and shut it down!
LARS!! Great information throughout 2021!! Thanks for your excellent efforts keeping us up to date with our mighty TESLA JUGGERNAUT!! Greetings for the season to you and your family!! All the best and many massive returns in 2022!! Your loyal Canadian TESLA SUPERFAN!! GIDDYUP!!
Lars, dude, you're one of my 4 favorite Tesla podcasters. I watch about 12 - 15 different podcasts covering Tesla. You have some of the best information content and vids and you make it very entertaining. "Solving the Money Problem,"' "Chicken Genius"' and "The Tesla Economist" are my other favs. Please keep up the good work, its very much appreciated.
Legacy manufacturers remind me of the 300LB person who orders a Pizza with everything on it including extra cheese...and a Diet Coke.
Best video I’ve seen on the subject. Great job!
The key to rapid change hinges on the automated testing from what I've heard. It's clever. basically the router cell is a spawned test environment. If it does not help, it dies. If it succeeds, the dna of the test cell is adopted on a wider scale. It's natural selection. Your point is well taken on how exciting it may be for the average worker on the line seeing a change adopted frequently. It's like "oh I'm so glad someone sorted that out, what a great idea" or "hmm, I wonder if that will really work long term". On a daily basis!
Preach Lars👏👏
THANKS4GIVING
MR. Strandridder You are exactly right in all you spoke of in this post except in one little statement. There is one manufacture that is not run like the others and his speed of change is astounding but more importantly his innovations in engineering are off the chart.
Koenigsegg presently his vehicles are not full EV but of all the super car companies I believe they will survive because they thrive on innovations.
This is great reporting! Thanks man, have a great Christmas!
Easily the most important and informative Tesla related video of 2021, nicely covering the relevant argument of the time; a true gem! Congratulations, and thanks for your good work, Lars!
Man! It is so easy for companies to just copy what everyone else is doing. It is hard to innovate, but to do it at rate Tesla does it seems almost impossible. The complexity involved in such an innovative sistem is mind bugling. If we look at the speed other companies have made improvements to their products throughout history and compare it to Tesla, Tesla speed seems super human. It seems like Tesla has been organized by a super intelligence from another planet.
I would add that he is not under the thumb of investors, wall street whims, and a grouchy board of directors. He can see what needs to be done and run with it. He has done this while directing other large projects, such as SpaceX and his Boring company. A truly awesome performance.
Well... some people continue to insist that Elon -- is -- an Alien. He doesn't exactly deny the allegation...
Ooo-weee-oooo... (Call agent Mulder!)
Stop lying, how many vehicles types does tesla even makes to compare with other manufacturers?! Basically Nothing! Mercedes makes everything from vans to bus/double decker bus, trucks, armoured vehicles, heavy duty vehicles for all kinds of applications all around the world, the mercedes UNIMOG alone is used in everything from agriculture to mining, rescue, construction, utility maintenance....... what does tesla really have?!
Super intelligence my @zz lol....
@@alanmay7929 LOL, yourself. Please tell me about your accomplishments. I can't wait to start worshipping.
I'd have loved that work environment a few years ago.
There's always a better way! Always!
I worked a Wincanton transport a few years ago and when the barely manager responded to a tiny change I made with "that's how it's always been done and that's how it always will be done" I had to opt out.
Square peg, round hole. I've had to become self employed, I'm the only person to put up with me, with one exception.
Your best infovlog ever!
Great job, keep up the good work.
Excellent report, Lars!
This came on while I was asleep and I was dreaming that I was at a party and 5 or six guys where just firing off these Tesla facts one after another flawlessly ( like you do ) and I’m just elated at how perfectly choreographed and what a remarkable thing it all is to a member of the Tesla aware ! Merry Christmas to all !
Happy Holidays. Your channel is awesome. 🌲
This is an excellent video report. Thanks!
Re: Factory Mode - yeah, more like OO - "Car - Build Thyself." :D
One of your best videos!!! No, THE BEST!
It is the same as software dev. We use git for branches of software to test changes and after successfully tested the changes, it is merged with the next version.
Testla made a kind of hardware git.
Totally agree with your comments regarding budgets, Governments and their departments operate that way. Need I say more!
Great video Lars, Merry Christmas!
Thanks Lars, that was a very interesting video...you explained the real
Meaning if Ramping Up very well!
Thanks for sharing.
I found very much informative you using the definition of "oil dependent" vehicles, as I think that the evident technology of "EVs" will be expanded as a standard in the future, it will not be a "differential"... Although Tesla Technology tends to be the biggest provider of mass produced equipment embarked with the cutting edge software
Do you know what outside supplied part has the longest procurement lead-time?
Sandy Monroe explained it perfectly
Great as usual Lars!
Merry Christmas Sir!
:-)
Excellent work and gaining a insights from Joe Justice.
He should give classes to the other auto manufacturers. They would learn sooooooo much.
Great job on the video Lars, I look forward to your next one, and the one after that.
I will show this video to friends who ask why Tesla is better at making stuff. (E.g., who knew just making a budget slows down most firms a year?).
beautiful
regards from Slovenia EU
Yet another great show!!
Interesting. Tesla builds cars the way software is developed. Wonder were he got that idea ....
Elon had mentioned this before his model is the microchip fabrication industry. He had said we should make cars like we fabricate microchips.
So what exaxtly is the difference between a production line and a "production cell"? Is the whole car produced within one "cell"?
Brilliant. Absolutely brilliant.
Fantastic video. Thank you.
AWESOME VIDEO L !
How do changes in a model 3 in Fremont affect shanghai and Berlin and vice versa?
Once the new production cell have proven to work at the required speed it is then copied to all other production cell. If changes needed to made to integrate it at a particular factory then that factory will have to make changes in a test production cell before integrating it to the other production cell. This means changes does not only come from Fremont but Shanghai could also implement changes that will be later adopted by Fremont.
Amazing video !!! Thank you 🙏🏼
27 changes a week happened during the model 3 ramp. It is NOT an average week today. Yes changes still happen on the fly but it is nowhere near as fast as it used to have to be when they were in production hell. There is still refinement to be made to take full advantage of the castings/Structural battery but by in large the rest of the vehicles are now cut and paste technology.
Tesla barely makes two vehicles so for the changes, its nothing special tbh. Considering what other manufacturers makes, mercedes has double decker bus, the unimog/zetros, super heavy duty truck, vans, armoured vehicles......
Thanks Lars, exceptional staff, very complex yet so basically explained that you can be understood by anyone. Let me see if I can scrape more money to buy a few more shares. I cannot see another outfit in the entire world better positioned to become a a juggernaut in many high tech fields. Could I be wrong? Yes, but the chances for success are definitely heavily on my side. It is the genius of Elon Musk and its dream team of devoted innovators that will always make the difference. Those are the reasons for the miracles happening at Tesla day after day.
Tesla setting for AUtomatic money-making Machine!! Bravo!!
Thanks Lars for the great up to date information, can’t wait for the Berlin factory to open up so I can order my Model Y.
You and your family have a wonderful Christmas and a fantastic New Year. I look forward to more videos next year. 🥰🥰
In my view the biggest elephant in the room, or perhaps achilles heel, of the rapid improvement, is that batches of Tesla's, although better due tchanges, are slightly different to one another. The bad thing about that, and not enough is talked about about this, is that cars do break, and thus every iterative Tesla being slightly different, means that there will be less consistency in repair and therefore every Tesla have a different repair cost, because every Tesla's will have a different repair manual, thus need a different repair schedule and learning curve for auto and parts repair, let alone that Tesla could even manage stock of different parts for different batches of cars, perhaps making Teslas virtually irreparable, which means every Tesla in essence, just like the iPhone is planned for obsolescence. As I view this issue, to me it means, although Tesla is a good car out of the factory, due to poor repairability to to iterative improvements en less consistent design of iterative upgraded Tesla's, to mthcar loses value over time as there is no realistic real world scalable management for cost-effective repair of Teslas, without significant overhead costs(due to new parts likely being unique to batches of Teslas, each batch will need unique parts, and unique parts are crazy espensive in cars in general, Tesla thus far has not shown any improvements of affordable cheap parts without costing an arm and a leg). Teslas are not cheap cars and maintain their value. I think we're going to see the end of car ownership for most people on the future of sustainable transport, for if this is the future of manufacturing and maintenance of cars, it will be too expensive to manage over the years. I think car rental will explode for most people to make ends meet in sustainable personal transport. It will be then of car ownership simply because most people can't afford the upfront costs and future expensive maintenance costs, not like ice cars on the second, third and fourth hand markets. As EV's hold their value longer, because demand is high, people still need to pay higher upfront costs second and third hand and repair parts will still not me cheap. I think for the next few decades we will see a radical change of the car, not as a status symbol to own, but more as a ride sharing device. Wouldn't be surprised to see public electric transport radically change as well in that taxis, minibuses, busses and trains will have stops inside buildings, radically changing urban development where people can enter public transport warand dry inside as public transport does not pollute, which means we need the car less in the city, and can manage last mile shopping with very convenient public affordable transport that can drop us and pick us up in th shop doorstep.
Sure, the lids very rarely match perfectly. But one must understand the entire concept is extraordinary, and sets them apart from the masses. Resulting in the most efficient, the safest, the fastest, the least maintenance intensive. Resulting in the very best EV in the market. To answer your question I feel adamantly sure that every single part in any Tesla can be instantly duplicated by the high tech nature of the firm. So I don't see the problems you are implying as every single car manufactured will have its own personal fiche in bedded In Tesla mega computers, so if parts for that specific serial number are ordered the computer will automatically spit out the exact configuration of the needed item. But that problem cropped up from time to time in the old form low tech manufacturing of the past, but surely eliminated now.
The vast majority of the changes are not going to cause any repair issues. You can get the new version of the Octovalve and put it into your 2018 Model 3 no problem. It just means that your repaired car will be better than it was before it broke down.
Bravo.. Very well thought out. I'm not sure I would call it the 'elephant', in terms of being a huge problem for Tesla. But service/repairs is the issue that Tesla enthusiasts ignore the most.
You have to imagine that this is a problem that Tesla has thought out, at least by now. Their AI/computer vision factory mode testing system, is obviously set to allow acceptable tolerance range of specs. But we don't really know the specs of every chip. Not all chips are built for obsolescence. Tesla could have spec'd every part to have the same life as it's battery/motor.
Only time will tell. It's normal in an industry that they start with battle grade components and then lessen their standards, over time, seeking profit margins. Something Tesla doesn't have to worry about right now. But their competition does.
Totally agree with you about robotaxi future. I never thought about how you can drive EV's indoors with no emission or sound. That is such a cool concept. A lot safer to be picked up and dropped off indoors than in a parking lot.
The parts are not new, they are just a better version, a new part will mostly fit into and older car.
Lots of the changes are how they do the production and doesn't really change the car.
The reason for the expensive parts is that Tesla makes all their own parts and no third parts are available.
You are focusing on problems and not solutions, you would be immediatly fire from the Tesla team. Your point of view is obsolete and useless. You are what we call a dead stomp or an anchor for a companie to innovation. You can keep buying ice car and not worrying to spend tens of thousands in gasoline but is dead scare about car parts that would be too expensive..
Great video, thanks.
Very much enjoyed this episode Lars. Excellent. I so enjoy watching Elon Elon.
🤗 THANKS LARS 🤯🤯 MIND BLOWING INFO …EXPLAINED SIMPLY FOR US LAYPERSONS 🤗😍😍😍
Ford has $145B in debt. GM has $110B in debt.
woweee WE just got the S dual motot fsd!!! it is SO AWESOME!!!
Henry Ford did not invent the assembly line. It was first invented by R.E. Oldsmobile of the Oldsmobile auto company. Ford took the idea and applied it to his car manufacturing plants.
Do I have to say now with any new video you produce, that this one is the best you ever did? I am now going to be a member of your channel. Patriot already done.
I wish an agile group or person would tackle improving the 3 & Y suspension small bump compliance. Which involves the high speed compression damper circuit performance.
Send elon a tweet. he seems to be pretty responsive to improvements.
@@Fanta.... lol...
Cellular manufacturing is an established concept.I worked with them at multiple companies going back 30 yrs.
There is a lot to see, including the Robotic Arms that seems generic and not the specialized kind that are found in other factories: more articulations and ability to realize completely different tasks when needed, while on the older factory model each robot is conceived and built for a specialized task, meaning absolutely no agility.
Tesla's robots are inspired by humans, able to learn and handle new tasks as needed, and this is a breakthrough and a complete different vision of what is production.
Tesla production tech has the right approach for a company without know how history.
A beautiful video 👏👏👏
FYI, Dr Deming taught the Japanese the Lean Design methods post WW2. Sandy Munro carries that legacy to this day and that's probably why Sandy and Elon appreciate each other.
Legacy automakers definitely have more than ten years to make changes. Most of their profits are after sales parts. Even if they stopped selling any new cars today, they will still have substantial revenue for some time. However I do agree that it will be very very painful for them. Mainly because, as sales revenue drops they will find it more difficult to raise capital. However governments are very likely to help them out. There is no way that the Japanese or German governments will let their car industries die
Maybe? Maybe instead they let them get bought up and or force mergers ala stellantis instead of being bailed out. 🤔
The existing non ev oems owe over 3/4s of a trillion yes trillion with a T. Worth of debt between them.
Debt which is secured on average by several decades old factories and ice vehicle's about to see their residual resale values plummet in the next 18-36months or even less.
Nobody is going to lend them anything when that happens. Instead they will invest in the ev companies&battery factories expansion plans.
After all its where we're going as a society and bottom line it makes dollars and cents. And those ev&renewable energy job's will easily replace the ice manufacturing job losses. If you look at percentage of total employment the auto industry isn't even 2% of current us job's. 👍🏻
@@4literv6 good points. But remember that their assets will be near worthless when EVs take over, so debtors actually have no choice but to extend terms.
@@andrewpaulhart interesting counterpoint. I still believe without gov interference they will be allowed to fail.
Social media pressure is much more prevalent today than in the 2009 era of to big to fail&Obama being president.
Gm will not be allowed a second 55+billion $ tax payer funded bailout. And Ford already has a junk bond rating as it is.
Some interesting time's ahead imo. It also can't be discounted that total vehicle sales over the last 60 month's have declined by more than 40%.
Lol I wish you could pump out more videos without taking from your quality haha not enough Lars 😅 always a pleasure 😇
BAck in the 80's everyone was looking at Toyota and the Japanese manus. Toyota used(s) a version of Kaizen aimed at slow, incremental improvement. They use to say they had over 10,000 improvement suggestions per year. Right! If even a few of those suggestions led to improvements of any value you would have to change too much on the assembly line and in the end, they didn't make real improvements. The Japanese are focused on variation and limiting it until they have high quality. This works for a little changing design. Note many of the car designs for all manufacturers are similar. Also in the improvement cycle are breakthroughs. They tried to avoid those until a few years down the line and is something the US should have taken advantage of, and which only Apple really did. Now Tesla has achieved the breakthroughs in the EV shift, new engineering from ground up, redesign on the fly (e.g. processors) and more. It's a great time to be alive!
Where did you get that they planned 98b? That seems too high a number. Their best net income a year is only like 13 or 14b annually.
The speed of innovation is fantastic at Tesla. The employees are overqualified and brilliant. But Tesla will win because of superior ability to see the future and superior ability to start with a truly clean sheet when designing a new model. Only Tesla understood seven years ago how many batteries they will need now and going forward. Only Tesla could possibly come up with entirely new and novel designs like the Cybertruck, or the Octovalve and so on. Pace of innovation is great, scale and character of innovation is even more important and no one else is anywhere near Tesla there.
These "production cells" rather than a line sound kinda like OO for hw manufacturing...
Interesting point about the budget. Let's hope consumers have enough in their 2022 budget to get an EV
can someone please take a TESLA- cognisant educated guess on when I can take delivery of a model 3 4680 battery and which factory? thanks in advance
So far the only company I could see being competitive to Tesla in the future is byd
Solid video
Thank you Lars ;)