Episodit
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Model 3 outselling all competitions combined
Model 3 best selling car by revenue of any car in the US
Model 3 outselling the Mercedes C-Class, BMW 3 series, Audi A4, Lexus IS, and Jag Xe in units
No EV has exceeded the range of the 2012 Model S
âIt wonât be long before we have a 400 mile range car.â
90% of orders are coming from non-reservation holders
63% of trade ins are non-premium cars
Model Y demand will be better than the S, X and 3 combined. We might be able to get the drag coefficient lower than the Model 3.
Model Y volume by fall of 2020
They are actively searching for a location for Giga 4 in Europe. Decision on Giga Europe location by end of year.
They introduced Drew who works under JB.
âWhen you buy a car, youâre buying freedom - freedom to travel.â
Will have mobile service vans that go to you to fix the car, including bumper and minor collision repair.
Moving a lot of the body repair to in-house.
âHope to unveil the pickup truck - hopefully - this summerâ
âWe might get into the mining business.â
Battery and powertrain investor day this likely summer and hopefully by the end of the year.
Battery cells production to scale and price per kWh and FSD should be the most important strategic metrics.
âWe donât want to let the cat out of the bag too muchâŠâ ââŠbut we want to get to âlarge scale productionâŠâ âand cost per kWh lower and energy density higher.â
Tesla Insurance - we have a small acquisition to make and a bit of software to write
Pickup to be more functional than an F150 and better sports handling than a basic 911.
Medium pizza phased array for Starlink. We could make the smaller antenna but most likely rely on cell networks. Itâs not ideal of high density cities.
Ride Share with human drivers initially makes sense. We will probably do this.
Towing capacity for the pickup will meet or exceed the F150âs
India - Tesla will be there next year.
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Conversation outline:
3:18 How did you first become interested in batteries?
7:56 How did Li-ion become the defacto batteries for vehicles?
13:34 How do batteries go from raw material to battery cells?
20:00 How can energy density be improved?
25:52 What is the electrical process of a battery when it is used to drive a vehicle?
36:07 Where is the bottleneck for energy density?
43:05 What are the raw materials in an 18650 cell?
44:20 Is cobalt really needed?
51:28 How are cylindrical, prismatic, and pouch style battery cells different?
59:48 What does energy density look like in 5-8 year?
1:01:51 What is the process of manufacturing a battery cell?
1:05:06 How will Maxwell Technologies improve the battery cell production process for Tesla?
1:12:38 What is drying and coating?
1:13:39 What is calendaring?
1:14:48 What makes Maxwellâs Dry Battery Electrode so special?
1:21:30 How are Li-ion batteries recycled?
1:30:52 How do extreme temperatures and voltage impact battery longevity?
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Puuttuva jakso?
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Bollinger Motors: Maker of Mid Mod Electric Trucks
00:34 Where did Bollinger get its start?
3:53 What inspired you to make an EV over a combustion version?
5:01 Why do you personally prefer electric powertrains?
6:12 How has Bollinger been funded up unto this point?
9:23 What is Bollinger currently working on?
11:25 What inspired the retro style in your vehicles?
15:23 What are some of the features people will like about your vehicles?
17:02 What type of performance specs can people expect?
18:12 What type of range will your vehicles have?
18:52 Will your battery pack be actively cooled?
20:26 Will the vehicles be dual or quad motor?
20:41 Where does the battery pack sit?
21:58 How have you approached vehicle safety?
24:37 Will these vehicles comes to right hand drive markets?
24:55 What is your timeline for your 4-door vehicles?
26:45 What type of charging standard will the vehicles have?
27:48 What will the charge rate be?
30:09 Have you thought about how owners will charge in remote places?
32:05 What news can we expect this year?
More info here: http://allthingsev.info/podcast
