Tweets of the Elon Musk weekend – What did we learn?

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April 15, 2019 by Dr. Maximilian Holland

Tesla CEO Elon Musk had a busy weekend on Twitter, and a decent number of news items have been published that might be of interest to Tesla's current and future owners. Let us dive and review what we have learned.

More about complete self-driving

Musk's recent interview with Lex Fridman had already shown that the value of the assets of Tesla vehicles capable of operating in full-auto mode will increase over time, due to their potential to generate revenues from the mobility services on the market. Tesla network. Musk then broadcast a number of tweets to clear up the question.

First, compared to other mobility service vehicles (classic taxis, Ubers, etc.), the Model 3 is designed for a long life, the bodywork and training to last a million kilometers. Even the battery is designed to provide reliable service for 1,500 cycles (nearly 500,000 km in the Long Range variant), and it will be relatively inexpensive to exchange battery modules in the future, for vehicles with Extremely high mileage that may require:

Musk also said that the price of FSD will increase over time, probably depending on its growing self-sustaining capacity and therefore the revenue-generating potential it offers homeowners:

In a sub-wire, Musk agreed that the price increment could be "something like" of $ 3,000 – but that it would be a one-time increase, or if several such price increases could occur, as as the FSD's capabilities increase, this is less clear. Musk made it clear that the Y models ordered now will lock in current EHR prices, and will therefore be immune to these future price increases. (Side note: two members of the CleanTechnica It is also clear that Musk's core message is that future EHR prices will never be as affordable as they are now. Again, the rationale for this is the much improved functionality it will offer over time:

Musk also offered bread crumbs on some of FSD's future capabilities:

According to Tesla superfan Ryan McCaffreyThere is some confusion in the Tesla owner community as to whether vehicles equipped with the original Autopilot 2.0 hardware can be upgraded to FSD systems or only vehicles equipped with version 2.5 hardware. Musk clarified that all 2.0 and later / higher vehicles can be upgraded / installed later to allow the DSE:

Musk also referred to the article of our own Alex Voigt on The mystery of the demand of model 3, and make some funny comments about the horses:

Battery Ramp Cell

Last year, we reported that Gigafactory 1 was ahead of schedule and had an annualized capacity of 35 GWh. It seemed that he was on the right track to get there early in 2019. Musk shed more light on current capacity. Although current production is close to a theoretical annualized operating rate (peak?) Of 35 GWh, the "current peak output" currently represents only a rate of execution of 39 ~ ~ 24 GWh. In other words, the annualized 35 GWh ramp is still in progress – not yet reached. The bottleneck is apparently Panasonic battery cells. For this reason, other suppliers have been asked to cover their Powerwall and Powerpack needs. In addition, sales of Tesla Energy were much lower in 2018 than they could have been with adequate battery cell supply. Here are the tweets:

Calling the Sycophants of Wall Street

In response to another FUD article on Tesla published by the WSJ last week (which, in principle, I will not make the link), Musk said the "scrum" is a sock puppet of Big Oil , and that Bloomberg is almost as bad.

There were a few other tweets relating to Tesla, including the appealing "poetic justice" that Sentry Mode had been able to help identify a former traffic court judge who scraped a parked Tesla and did not join him there. only when the owner of Tesla had found it.

SpaceX

There were also a lot of tweets about the big week that SpaceX just had with its Falcon Heavy rocket. We will not go through here because it is not really our goal.

SpaceX nails another landing (SpaceX photo)

We will know a lot more about the progress of autonomous driving, in a week, when Tesla will organize an "Investor Day" on the autonomy of vehicles. Stay tuned for our reports on this subject.


Keywords: #ElonTweets, Elon Musk, Horses, Panasonic, Tesla, Tesla Energy, Tesla Full Self-Driving, Tesla Gigafactories, Tesla Gigafactory 1, Tesla Powerpack, Tesla Powerwall, Tesla Sentry Mode, WSJ


About the author

Dr. Maximilian Holland Max is an anthropologist, social science theorist and international political economist who tries to ask questions and encourages critical reflection on social and environmental justice, sustainability and the human condition. He has lived and worked in Europe and Asia and currently resides in Barcelona.



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