I love taking time to soak up the genius of Tesla Master Plan 3. I think you’ll also enjoy this article as we look together at the intricate plans Tesla has for a cleaner, happier, sustainable world. For this article, I’ll simplify the Tesla vehicle powertrain talk by Colin Campbell (VP Tesla Powertrain) for your understanding. I also talked with a computer engineer to better understand it myself and hopefully, this article will delight you!
EFFICIENCY MEANS MORE AT TESLA. DEVELOPING. MANUFACTURING. REFINING. SCALING.
When we think of vehicle efficiency, we think of how far a vehicle can drive.
At Tesla Investor Day, Campbell explained to us how Tesla vehicles go 25 – 30% further than other EVs in the same class. Tesla’s are more efficient!
He also showed that while efficiency does mean reducing how much energy the car uses, it also means howTesla “develops, manufactures, refines and scales the powertrain for their cars.”
The Model 3 and Y powertrain is a great example of this broader meaning of efficiency.
Since Tesla launched the Model 3 in 2017 they have continuously improved the powertrain and the factory that builds it. Today, the drive unit (the engine of the car) is 20% lighter for the same amount of power. Tesla also uses 25% less “heavy rare earths” than when they started. (We’ll learn more about Tesla and their plans for rare earth use later in this article.)
The powertrain factory at Giga Texas is 75% smaller and 65% cheaper than Tesla’s original factory build in California. Tesla achieved this without making compromises in power/efficiency.
THE SCRUM IN RUGBY.
If you’re familiar with American football, the rugby scrum is analogous to a team huddle, where the attacking team regroups to plan their next play. No matter which game you are playing (rugby, football or computer project management), the idea of the scrum is the same.
Tesla has mastered the scrum.
Here’s how Campbell explained how Tesla designs the whole vehicle and entire factory together as one company,
“We have small and highly capable teams and to make a critical decision. We have the battery cell chemists, the mechanical engineers, the manufacturing engineers, the supply chain team, the automation designers, the software programmers, all in one room working together in real time. That allows us to make decisions that are best for the whole car and to make them really fast and that approach is unlike traditional automotive engineering which is really fractured.”
What Campbell described at Investor Day is a highly agile approach. This is in contrast to the legacy way of making cars.
“If you were to go buy a premium German electric car, the engineers who designed the drive inverter in that car, they did not work for that car company, they work for a contractor and at Tesla we design the entire car and the factory that built it.”
TESLA IN-HOUSE DESIGN. TRANSISTOR PACKAGES. MICROPROCESSORS.
Campbell carefully described how the inside of the charger in a Tesla has transistor packages (tiny square semiconductors on the circuit board) and every electron that moves you down the road flows through one of these packages.
Tesla designed their own custom package using a uniquely fast semiconductor: Silicon Carbide. The Silicon Carbide wafer can extract twice as much heat out of that package as what Tesla could buy off the shelf. This means that what’s inside those transistor packages can be much smaller. “Silicon carbide is an amazing semiconductor but it’s also expensive and it’s really hard to scale, so using less of it is a big win for us!”
Campbell described the process of orchestrating all the transistors to switch in the right ways as “computationally extremely intensive.” But Tesla did it, and it was done first with 4 microprocessors. And that was not good enough for Tesla. The team came up with a way to do the same job with just ONE microprocessor.
ONE MICROPROCESSOR DOES THE JOB OF FOUR.
Tesla developed its own custom microprocessor, replacing 4 microprocessors on the circuit board with one. Campbell said, “It is purpose-built for high-power electronics it’s half the cost and it does in just 1, the job of all those 4.” As a result, Tesla was able to cut both the cost and the size of the chargers in half. No other car manufacturer has this level of expertise in high-power electronics.
TESLA BUILDS CUSTOM SOFTWARE TO OPTIMIZE THE DRIVE UNIT.
In addition to the work that Tesla does in-house in hardware, they do work in-house on software.
If you take a cross-section of the Drive Unit for Model 3, there is a stator and a rotor and they’re both responsible for the core function of the drive unit, which is to convert electricity into motion.
Tesla’s custom software creates a simulation with the rotating magnetic field that is responsible for that conversion. Getting that simulation exactly right is central to the cost, weight, size, and even the sound of the drive unit.
“You can buy software that will do all of this, but our tools are faster and they’re more accurate and it was not easy to do and that allows us to quickly iterate through millions of possible driving unit designs to find the best one,” explains Campbell.
Campbell has his audience’s attention as he explains how Tesla excels because they integrate work that is often farmed out. “When you are making a new product, it’s not enough to think about the product itself you have to think about how you will make it at scale.”
At Tesla, their powertrain and powertrain manufacturing equipment are both designed under one roof. The engineers who are designing the motor are in the same room as the engineers who are designing the machine that’s going to put that motor together, and that collaboration pushes them from day 1 to design products that are not only high-performance but that are really easy to assemble.
Looking forward, vehicles made at Giga Mexico will be another big improvement.
FUTURE. HOW TESLA IS CREATING A MORE AFFORDABLE CAR.
How can the next-generation vehicle cost less to build? The next-gen vehicle will contain Silicon Carbide transistors. You might ask, “But aren’t those too expensive?” They are expensive AND Tesla figured out a way to use 75% less without compromising the performance or the efficiency of the car.
People also ask, “What about shortages of battery cell supplies?” Tesla solved this by creating a new powertrain that is compatible with any battery chemistry. This allows Tesla to have flexibility in battery sourcing.
“Aren’t drive units expensive?” They are. And Tesla’s team found a way to reduce the drive unit cost to about $1000. No other automaker is even close to that number!
FUTURE. SCALING PRODUCTION FASTER.
The bigger a factory is, the longer it takes to build. Tesla found a way to build the same number of cars from a smaller factory. Remember Master Plan 3 and the need to scale production faster? Being able to build a smaller factory faster that makes the same number of cars helps move our world towards a sustainable future much faster.
As Campbell talked, you could see Giga Texas’ production line behind him building Model Ys. “Our next powertrain factory is 50% smaller than the one that’s behind me today even though it has the same capacity. All these improvements are going to be transformative for the adoption of EVs and our ability to scale them.”
FUTURE. ELECTRIC MOTOR WITH NO RARE EARTHS.
Tesla’s next drive unit will be just as efficient and cost less to build and also will not use any rare earth materials. Campbell explains, “As the world transitions to clean energy, demand for rare earths is really increasing dramatically and not only is it going to be a little hard to meet that demand but mining that rare earth, it has environmental and health risks, so we want to do even better than this, we have designed our next drive unit which uses a permanent magnet motor to not use any rare earth materials at all.”
MASTER PLAN.
So how does all this fit into Master Plan 3? Tesla can build lower-cost products that are still efficient and compelling and they can be built at scale. Tesla will use less constrained commodities, less Silicon Carbide, and less rare earth.
Giga Mexico and other next-gen factories will be built quickly and will be more compact while also being high-output.
Tesla will build easy-to-scale powertrains all the way up to the levels that Elon Musk and Drew Baglino mentioned at the beginning of Investor Day.
Campbell ended with thanking the powertrain team, “This achievement, like all of the achievements that I mentioned today, is only possible because of the incredible people on our powertrain teams. They are absolutely committed to the cause of sustainable energy and that is why we can do with no other company can do.”
For More Information:
I’ve included Links if you want to learn more or watch Colin Campbell, (Tesla’s brilliant VP of Powertrain Engineering) discuss this on Investor’s Day at Giga Texas.
Gail Alfar, author. Exclusive to What’s Up Tesla – April 16, 2023. All Rights Reserved. My goal as an author is to support Tesla and Elon Musk in both making life better on earth for humans and becoming a space-fairing civilization. I write this and all my articles myself without the use of AI/ChatGPT.
Note the people that Tesla AI has sensed in this image of the screen. Taken April 13, 2023.
Construction Zone Success
(Austin, Texas) This episode shows Model Y running Fsd beta version 11.3.6. Tesla is continuously updating it’s AI software. Here, we begin in a parking lot next to “Honest Mary’s” restaurant. The car is put into FSD beta by pressing down in the right-hand stalk twice rapidly. The car moves through the parking lot and it encounters a lot of unexpected construction. As it turns right, the driver is ready to disengage the software if need be, but it is not needed, as the Tesla navigates around and past the construction successfully.
Gail’s Tesla Podcast #11 Let’s take FSDbeta v11.3.6 on a complex ride in Austin: Construction, 2 unmarked Parking Lots, 2 Restaurants and a busy Store ❤️🔥 pic.twitter.com/wDGZaqw0h5
The vehicle navigates, with zero disengagement from a local church in Austin to a very busy Trader Joe’s parking lot. The next destination is Five Guys Burgers.
This episode is probably best watched when you are not too hungry.
When the vehicle arrives at Five Guys, there are pedestrians crossing the street. Each person is sensed by Tesla’s Ai software, a testament to the high importance of safety in the entire realm of Tesla products.
Austin at sunset, image courtesy Aeriel Austin, Instagram
Gail Alfar, author. Exclusive to What’s Up Tesla – All Rights Reserved. My goal as an author and podcaster is to support Tesla (the most American vehicle manufacturer) and Elon Musk in both making life better on Earth for humans and becoming a space-fairing civilization.
Tesla Solar, Megapacks, image Courtesy Tesla, Inc.
Tesla’s Master Plan Part 3 was published April 5 and I’m excited to share the main points with you. The link for you to read it is here, and it is 41 pages. I’ll simplify it for you and share my thoughts. I also hope you’ll be able to sit, back, relax, make yourself a little snack (how about an Apple Danish?) and enjoy this read!
Introduction: Today’s Dirty Energy Economy
Master Plan Part 3 starts out by raising awareness about our current energy economy. Many of us may not be fully aware of how inefficient and expensive it is to maintain our world’s current energy economy. We are living in a time where MOST energy is supplied by fossil fuels (81%). What causes alarm for me is how much of that energy is wasted! A shocking 64% is wasted. How is this possible? Three reasons:
Extraction and refining oil uses energy
When electricity is generated, there are transformation losses
Internal combustion engine vehicles and natural gas furnaces have losses due to inefficient use
In the end, only 36% of the primary energy supply produces useful work or heat for our world’s economy. This is very wasteful, and Tesla has a fabulous approach to correcting this problem.
“There is a clear path to a sustainable energy Earth.
It doesn’t require destroying natural habitats.
It doesn’t require us to be austere and stop using electricity and be in the cold or anything.
The story, and I think this holds together quite well – it will be actually published in a detailed white paper with all of our assumptions and calculations — is that there is a clear path to a fully sustainable earth with abundance.” – Elon Musk
Quick View of the Plan to Eliminate Fossil Fuels
Master Plan Part 3 is the whitepaper Elon Musk mentioned on March 1. It is Tesla’s brilliant plan to eliminate fossil fuel use in our world. I’ll summarize the 4 areas which are: Transportation, Power for Homes and Businesses, Power for Massive Industrial Processes, and Power needed to build a sustainable energy economy.
Transportation will be powered by batteries that store energy that comes mostly from solar.. If you are reading this you’re already familiar with how Tesla is accelerating passenger car production. We’ll see this happen faster with light-duty trucks and Class 8 semis, Tesla says,
“Electric vehicles are approximately 4x more efficient than internal combustion engine vehicles due to higher powertrain efficiency, regenerative braking capability, and optimized platform design.”
Batteries and Charging for Cargo Ships: Cargo ships and all other bulk carriers will need to be powered by batteries. If shipping were a country, it would be the world’s 8th-biggest emitter of CO2.
“Both continental & intercontinental ocean shipping can be electrified by optimizing design speed & routes to enable smaller batteries w/ more frequent charge stops on long routes” – Tesla Master Plan 3
If shipping were a country, it would be the world’s 8th biggest emitter of CO2.
Synthetic Fuel for Planes: Long-distance airplane flights can be powered by synthetic fuels. Tesla says, “Longer distance flights, estimated as 80% of air travel energy consumption can be powered by synthetic fuels generated from excess renewable electricity leveraging the Fischer-Tropsch process, which uses a mixture of carbon monoxide (CO) and hydrogen (H2) to synthesize a wide variety of liquid hydrocarbons, and has been demonstrated as a viable pathway for synthetic jet fuel synthesis.”
Power for Homes, Businesses and Industry
Two residential air source heat pumps
You may be familiar with heat pumps. Heat pumps are already in use in many homes, apartments and commercial buildings as well as in many industrial processes.
Instead of generating heat, like a gas furnace or boiler does, a heat pump uses electricity to move heat from one place to another. Because they’re not generating heat, heat pumps are highly efficient and use much less energy than a furnace or a boiler!
Heat pumps transfer heat using a system that’s similar to a refrigerator or an air conditioning unit. In the summer, they keep buildings cool by absorbing heat inside and releasing it outdoors. In the winter, the process is reversed and the heat pump is able to absorb heat from the outside and bring it indoors.
I just learned that gas furnace heating systems can be retrofitted with air source heat pumps. Tesla says, “Air source heat pumps are the most suitable technology for retrofitting gas furnaces in existing homes,” and “Gas furnaces create heat by burning natural gas. They have an annual fuel utilization efficiency of ~90%. Therefore, heat pumps use ~3x less energy than gas furnaces.”
Power for Massive Industrial Processes
In everyday life we don’t think about the energy it takes to produce many of the things we use daily. This area of Master Plan Part 3 addresses clean energy for industrial processes.
Tesla explains that “Industrial processes up to ~200C, such as food, paper, textile and wood industries can benefit from the efficiency gains offered by heat pumps.”
Some industrial processes require temperatures above 200C such as steel, chemical, fertilizer and cement production and this is where Tesla explains the power of electric resistance heating, electric arc furnaces and thermal storage.
Most of the steel production industry in the USA today uses electric arc furnaces. Master Plan 3 goes into great detail about thermal storage. I would summarize this by saying there are multiple ways to store thermal energy and Tesla shows them all and specifically details water, molten salt and air.
Tesla also links to a wonderful explanation of thermal energy storage using carbon blocks by Antora Energy and a paper by Sandia National Labs that explains, “sensible thermal storage includes storing heat in liquids such as molten salts and in solids such as concrete blocks, rocks, or sand-like particles.”
Thermal energy stored in carbon blocks. Image courtesy Antora Energy.
Green Hydrogen Production and Storage
Hydrogen is needed for powering steel and fertilizer production. But the catch is that hydrogen is produced from coal, oil and natural gas. Master Plan 3 has a solution for that. Tesla explains, “Green hydrogen can be produced via the electrolysis of water (high energy intensity, no carbon-containing products consumed/produced) or via methane pyrolysis (lower energy intensity, produces a solid carbon-black byproduct that could be converted into useful carbon-based products).”
Storage of Green Hydrogen will be important and I really like the Master Plan 3 solution to this:
“Underground gas storage facilities used today for natural gas storage can be retrofitted for hydrogen storage; the modeled U.S. hydrogen storage requires ~30% of existing U.S. underground gas storage facilities.” – Master Plan 3
An underground gas storage facility in California
Power Needed To Build The Sustainable Energy Economy
Achieving Master Plan 3 will require about 4 Petawatt-hour/year (PWh/year) of sustainable power to manufacture the batteries, solar panels, and wind turbines which are required. This shows us how comprehensive Master Plan 3 is and that it sets realistic and achievable expectations. I had to look up Petawatt, and it is a unit of power measurement system where 1 Petawatt = 1015 watts. Petawatt-hours are large enough to conveniently express the annual electricity generation for whole countries and the world energy consumption.
What a Fully Sustainable Energy Economy Looks Like
Master Plan 3 pages 13-17 are an in-depth model of a fully sustainable energy economy in the USA. There are 6 graphs/tables that detail things like energy demand, energy capacity, demand in various regions of the USA, solar energy curtailment and seasonal hydrogen storage needs. My favorite graphic in this section is Table 3, it shows wind and solar average historical capacity factor and fully electrified economy demand by region.
Wind and solar average historical capacity factor, and fully electrified economy demand by region, Image courtesy Tesla Master Plan Part 3.
Regarding Investor’s Day, Elon Musk emphasized that it was a message for the people and life of Earth.
“Looking forward to Tesla Investor Day on March 1. By this, we mean the broadest definition of investor, as in the people & life of Earth. It will be a message of good hope & positivity for the future.” – Elon Musk
Electrification Demand In The USA And In The World
Master Plan Part 3 is for the entire world and to estimate the world’s needs for power generation and storage needs, Tesla simplified the process by scaling the USA resource mix 6 times.
“Applying the 6 steps to the world’s energy flow would displace all 125 PWh/year of fossil fuels used for energy use and replace them with 66 PWh/year of sustainably generated electricity.” – Tesla Master Plan Part 3
Cathode Components Needed for Batteries for Vehicles, Ships, and Planes
This is a delightful part of Master Plan Part 3 because Tesla revealed some details about three products under development. These are the Compact car, Commercial/Passenger Van, and the Tesla Bus!
For batteries, Tesla says standard-range vehicles can utilize the lower energy density chemistries (LFP), whereas long-range vehicles require higher energy density chemistries (high nickel).
Vehicle Fleet Breakdown. Image courtesy Tesla, Master Plan Part 3
Master Plan 3 shows that long-range ships will need a higher density Nickel and Manganese-based cathode while short-range ships will require a lower energy density LFP cathode.
20% of the Airplane fleet flies short range and that portion can be electrified with 7MWh packs with High Nickle cathodes.
How much Investment is required?
Pages 26-29 of Master Plan 3 on investment needed for manufacturing facilities, mining and refining operations are fascinating to study. If you want details please see Tesla’s tables 12 and 13a,b and c.
The biggest takeaway from this section is that a sustainable energy economy is 60% the cost of continuing fossil fuel investments!
Investment Comparison. Image courtesy Tesla, Master Plan Part 3
Amount of Land Area needed
At first, I thought Tesla’s Table 14 on page 30 was missing something! As you can see below, the total land needed to power our world with solar and wind is tiny! Tesla says, “The global solar panel fleet of 18.3TeraWatts will require roughly 71.4 million acres or 0.19% of the total 36.8 billion acres global land area.” For wind, “the global wind turbine fleet of 12.2TW will require an estimated 9.2 million acres or 0.02% of total land area.”
Solar and Wind Direct Land Area. Image courtesy Tesla, Master Plan Part 3
What Materials Are Required to Power and Connect the Grid?
The last section of Master Plan Part 3 contains about 10 tables/figures that list and detail the various materials and tonnage required for solar panels, wind turbines, batteries, transmission and generation as well as what is needed to build the approximately 60 million circuit miles that will need to be added or reconductored globally to achieve a fully sustainable, electrified global economy.
My favorite exhibit in this last section is Figure 18, which shows the global minerals reserve/resource base and how public perception often falsely thinks that the global reserve of minerals will be seriously depleted. In reality, global reserves will increase as the figure demonstrates.
Tesla explains, “Resources and Reserves have historically increased – that is, when a mineral is in demand, there is more incentive to look for it and more is discovered.”
Global Minerals Reserve/Resource base – Correcting Public Perception. Image courtesy Tesla Master Plan Part 3.
CONCLUSION
My experience renting in California in my college days in the 1990’s was always with gas furnaces in old buildings and looking back I think they were never created to be a long-term heating solution. I think they were a fast “track home” solution (70-80 years ago) created to incorporate a limited resource (gas) that will run out. Some sources say natural gas will run out by about the year 2100 and others give it less time. New buildings in California and elsewhere are still being built with gas furnaces, in fact California subsidies that incentivized builders to install gas lines to new buildings were common and are being phased out this year (2023).
The reason I mention my trivial story is that we all have experience with energy. It is part of all our daily lives. I’ll leave you with this statement from Elon Musk about Master Plan 3:
“It’s about scaling. How do we scale? How do we get to that fully sustainable energy economy? And what tonnage do we need of what materials? And what is maybe the best way to get all of those materials and turn them into batteries? But the fundamental governor of the rate at which we can transition to sustainability is the rate at which we can grow the output of lithium-ion batteries.” – Elon Musk discussing Master Plan Part 3 on Johnna Crider’s Podcast
Austin Q2 Stadium. Image courtesy Aerial Austin.
Gail Alfar, author. Exclusive to What’s Up Tesla – April 8, 2023. All Rights Reserved. My goal as an author is to support Tesla and Elon Musk in both making life better on earth for humans and becoming a space-fairing civilization. I write this and all my articles myself without the use of AI/ChatGPT.
Robert Scoble has been described as a “one-man media empire for all things cutting-edge consumer tech, especially AI and AR, and one of the most decent and interesting people to come across and a great friend to the AI Art community.”
When I heard Robert was coming to Austin to meet with some of the leading young minds in Artificial Intelligence to hash through the rapid advances in AI, I thought I’d invite him onto my Podcast. When I explained to Robert that my podcast would be about a 10-minute drive where I’d pick him up & bring him back and that we’d discuss FSD beta V11 he was quick to confirm.
We had a great time and the result is two special Podcasts to share with you!
A Ten-Minute Ride Around West Campus on FSD Beta V11
Robert: I love that you picked me up so I could see the latest version! I like the visualization on the screen, it’s more clear what it’s going to do and where it’s going to go and how it sees the world and what are the risks around you. It’s smoother and more fluid going through alleyways like we did at the beginning of the ride. It’s cool!
The road is random, or rather, the road is there but things happen on the road that are random like people in the middle of the road will stop you.
As we move through West Campus the Model Y encounters buses pulled over, people walking in the street, a bicyclist, and some miniature roundabouts. In every instance, the Tesla made perfect maneuvers in traffic and through roundabouts.
Robert Scoble’s Thoughts on Tesla Autonomy
I asked Robert what he thinks is interesting about the development of Tesla’s autonomous software and what stands out to him.
R: To me, it’s science fiction! I had a famous blog back in the 2000s where a lot of companies and a lot of technologies launched on my blog. I wrote about Silicon Valley innovation.
R: Yes! And so I saw the first Stanford autonomous car at Sanford University which won the DARPA (Defense Advanced Research Projects Agency) grand challenge and became the Google car. They bought the Stanford team, which became Waymo company, a competitor to this, but when I first saw it I thought it would never happen in my lifetime.
I thought it was too much science fiction. I thought the problems were too hard. I mean, back then an autonomous car couldn’t even drive on a road in the desert with no people around or bicycles. So, to watch this work, it’s like science fiction, right? It’s like wow, this is the future, that I’ve been talking about for a long time!
I explained to Robert how I notice this same excitement in the Tesla community, where people are so excited over Tesla’s autonomous driving. There’s a moment when the light bulb turns on and you realize, this is so much more than simple lane assist.
R: No, it’s not lane assist, it’s full-on! It’s driving and not making mistakes. I mean it makes a few mistakes here and there but it’s pretty good! And it’s not about how many mistakes it makes right now, you have to watch it work. It’s still not accurate enough to let it drive and (let the driver) go to sleep or not be involved at all or not have the driver be in the car at all or have your car go pick up some laundry or something like that.
G: Unless it’s a tried and true road that you’ve done multiple times?
R: No, the AI will get there but it will get there at a series of steps so it will just keep getting better every update and you have to watch how fast it’s getting better to know when it’s going to be perfect enough not to have a human involved, right? But you can see, it’s a lot closer than it was yesterday!
FSD Beta Begins Understanding Human Intentionality
Robert and I encountered a construction zone where the Tesla AI read a STOP and SLOW sign and obeyed when a worker waved the car ahead. The camera was not on to record this stunning event, so we talk a little about it. Robert explained this, saying how the AI is “understanding human intentionality by reading the gestures that a human has on the road, saying ‘hey – go through this intersection.”
I agree with Robert that V11 is more human-like and feels more flowy through an alley or around a lot of turns. “It’s more competent, more flowy. That’s the best way I can put it. But that’s not even the point. The point is, it’s here and maybe it’s not good enough to go to sleep yet on it but it does help people a lot and it’s really amazing. It’s the ‘how fast from here will it improve.’ My car is 5 years old already and it does this. In 5 more years, what is it going to do? It’s going to be perfect.”
While interviewing Robert during the Podcast in my Model Y the vehicle made a stunning move around a bus.
A Complex Maneuver
On our drive, we passed a city bus that was stopped at a bus stop and the Model Y gently eased over the double yellow lines to follow the flow of traffic safely around the bus. Robert noted, “The bus was a fraction of a lane in our lane (it stopped on the right side), that was a complex maneuver because it had to decide whether to go across a double yellow line or not, which could have horrible consequences (if it does it wrong), and then flow back into the full lane after it got by the bus. Just like a human being would do. It’s cool, it’s amazing!”
What powers this amazing technology is complex but simple!
Tesla’s Small but Powerful Silicon Chip
“If you think about it, there’s a little piece of sand driving us around right now. Isn’t it crazy that a little piece of melted sand is driving us around right now?” Robert explained that the Tesla has two chips the size of a thumbnail in the Tesla. I’ll save this discussion for another blog post and it is incredible that such a tiny piece of technology can operate with such precision in complicated city like Austin!
Tesla Full Self-Driving Silicon Chip
About Gail’s Tesla Podcast
For those wondering, I do short interviews with people who are interested in Tesla’s technological advances and their effect on humanity. For now, I do all podcasts from within my vehicle while using FSD beta. My Podcasts are designed to be Twitter-only to support Twitter and produce content that is only on Twitter. You may watch the Podcast here, enjoy!
Bluebonnets under the Milky Way over the Texas Hill Country courtesy Shane Ware.
Gail Alfar, author. Exclusive to What’s Up Tesla – April 2, 2023. All Rights Reserved. My goal as an author is to support Tesla and Elon Musk in both making life better on earth for humans and becoming a space-fairing civilization.
Road Trip to a California Beach. Image Courtesy @BLKMDL3 on Twitter
Welcome back to my blog, I can’t believe I’m going on 15 months of the pleasure of writing this blog for you. It’s springtime and it’s a great time to plan a road trip, long or short. When you have a Tesla, you likely hear people respond a bit surprised when you talk about road-tripping in your beautiful car. There’s never a reason to stress when traveling in your Tesla on long journeys, Tesla makes it easy. Tesla recently tweeted, “You decide where you want to go — your Tesla will automatically include charging stops along the way.”
I’m going to share some inspiration and highlights of the beauty of Tesla road trips, and encourage you to take a road trip this Spring!
You decide where you want to go—your Tesla will automatically include charging stops along the way https://t.co/01nnva59c1
Whether you travel with your family, a friend or alone, finding a good playlist is pretty easy in your Tesla. The difficulty is getting everybody to agree on what they want to listen to. I found a way to make peace with my teen by agreeing to certain times we can both play music, and at other times we would just keep the music off.
My favorite compromise is when my teenager is happy in the back area of the car and I’m in the front with my favorite music playing just on the front speakers for enough for me to hear. I can usually convince my teenager to put some kind of headphones on so he doesn’t have to listen to my music and get a headache.
A Tesla owner takes a road trip to a castle image courtesy @memesofmars on Twitter
Eating & Charging
These are the two most important parts of a road trip because it is your opportunity to refuel yourself and your family and charge up your Tesla.
For this, my favorite hack is to stop at Buc-ee’s for the supercharging, food and great bathrooms. Buc-ee’s is not always an option so here are some other suggestions:
tap the “ I’m Hungry “ button on Tesla maps
grocery stores like H-E-B in Texas have great Takeaway meals like salads, sushi and all kinds of sandwiches
your time with your kid/teenager is precious and rare, sometimes it’s nice to spoil them and let them be in full control of the cuisine
What sites to see? Where should we sleep?
Often you have a reason for traveling like heading down to South Texas to see the first Starship launch. You know exactly what you’re doing. But there’s also a beauty in aimlessly traveling, and wanting to hit the road, like Bob Dylan sang, “On the road again, just can’t wait to get back on the road again. Goin’ places that I’ve never been.”
David Searing took his Tesla to Starbase, Texas to see the Starships. Image courtesy @dsearing on Twitter Bob Walker likes to travel with his dog in his Tesla. Image Courtesy @rwalker1072 on Twitter
I encourage you to get off the beaten path and try visiting some small towns and places you may not have planned to see. Or try the opposite action theory. I figure out what I don’t want to do and then I do the opposite and then I’m always happy that I did it. In my years as a Certified Psych Nurse I learned this is good for all people and my patients.
(Opposite action is a dialectical behavioral therapy (DBT) skill that involves choosing to do exactly the opposite of what your emotions tell you to do)
Inspiration
This may sound counterintuitive because if you are like me, you like to plan out every detail of your trip. I encourage you not to plan every single day. Instead, “nonplan” a trip. Try watching a few movies and reading some books before you go for inspiration. Here’s a list,
Read “On the Road” by Kerouac
Read “The Wangs vs. the World” by Jade Chang
Watch “National Lampoons Vacation” 1983
Watch “Nomadland” 2020
Watch “Green Book” 2018
Diary of a Wimpy kid: The Long Haul, 2017
Set your gorgeous Tesla on autopilot and kick back and enjoy the road!
David loves to take his Tesla to the Mountains. Image courtesy @dsdavies1 on Twitter
Hacks
Here are some of my unorthodox hacks. These hacks and others make me want to be the designated driver in the Tesla,
Stretching out your feet because you don’t really need to be using the Accelerator or Brake pedal when you’re on autopilot
Stretching exercises – being weird is ok
Kicking back in a seat position that is super comfortable… sans shoes!
Just making up my mind to not use my phone at all. I tap into the myriad of thoughts I may not have thought of if I could use my phone. It’s interesting and valuable thinking time, and it’s necessary in a Tesla for this time in history because right now if we don’t look at the road at all times we will get … a dreaded Strike!
Tesla’s Official Website Has Important Summer Driving Tips
Climate Control Features, Accessories, and Tires are all critical factors when traveling in your Tesla in hot weather. Be sure to check out Tesla’s Support page titled “Summer Driving Tips.“
Want more travel information and tips from previous articles?
Tesla Summer Travel Trip Relax, imagine where you might drive to, grab an ice-cold Southern Sweet Tea, and enjoy these tips.
Model Y: Two Big Road Trip Advantages Tesla owner and founder of Scentwedge Arash Malek returned from a road trip in a Model Y. He and his family toured some remote areas in Iceland and here is our conversation.
Image Austin Frost Bank building at Sunset, March 2023 courtesy Aerial Austin Drone Photographers
Gail Alfar, author. Exclusive to What’s Up Tesla – March 25, 2023. All Rights Reserved. My goal as an author is to support Tesla and Elon Musk in both making life better on earth for humans and becoming a space-fairing civilization. Header image Courtesy Tesla, Inc.
Tesla Solar and Megapacks. Image courtesy Tesla, Inc.
In Part #1 of this series, I wrote about how Master Plan 3 was created for the investor.
The term “investor” was clarified by Elon Musk to mean “the broadest definition of investor, as in the people & life of Earth.” We read about how our current energy economy is dirty and wasteful. This is true because over 80% of global energy still comes from fossil fuels. Shockingly only ⅓ of that energy delivers useful work or heat. A sustainable energy economy is within reach and we can and should accelerate it. A beautiful, clean, and fully sustainable energy economy can be achieved quickly and in this article, you will read about how in the words of Elon Musk. All quotes are from Investor Day on March 1 at Gigafactory Texas in Austin.
Make your next car electric
Ultra Red Tesla Model S. Image courtesy Tesla, Inc.
On March 1, 2023, Elon Musk stood onstage next to Drew Baglino [Director Tesla powertrain], with the production floor of Gigafactory Texas in the background. The small audience of approximately 250 people, some of whom traveled from abroad to come to Austin, gave their full attention as Elon Musk explained,
“We are going to walk through the calculations for how to create a sustainable energy civilization.
Sometimes I want to elaborate because there’s a very wide range of technical expertise out there from people who are like, you know, level nine wizards in the subject to people who do not do engineering at all.
So if you have a gasoline car, you’re converting less than a third, often maybe only 25% of the energy in the gasoline is converted into motion and the rest is turned into wasted heat that doesn’t do any good at all.
There’s a lot of energy required even to get through all of the ground to refine the oil and to transport the gasoline to the gas station. So when you look at all that, a typical gasoline car is actually going to be using less than 20%, fully considered, of the energy from the oil that actually goes into motion.
So when we see people doing calculations for what does it take to create a sustainable energy earth, they assume that the same energy amount is required for an electrified civilization versus a combustion civilization.
This is not true, because most of the energy of combustion is waste heat.”
Image Courtesy Tesla, Inc. Slide: Our Current State versus a Sustainable Energy Economy
Drew Baglino added that a sustainable energy economy is easier to accomplish than a fossil fuel economy, “it’s actually half the problem statement of the fossil fuel economy.” Elon Musk, often making eye contact with his audience via live stream as well as engaging with the people attending in person, carefully explained,
“We’re being conservative here so it could be better than half. We’re trying to have assumptions that are reasonable and not overly optimistic, in fact, slightly pessimistic.
It’s really better than half but it’s easy to make the argument that we need half as much energy with an electric economy versus a combustion economy.”
How Master Plan 3 works
Image courtesy Tesla, Inc. Slide: “A Sustainable Energy Economy Is Within Reach & We Should Accelerate It”
Elon Musk is known for his ability to simplify complicated things. Famous for his first principles approach, he explained the need for battery storage,
“So I think that what is needed at a very large scale that’s not currently present is a vast amount of battery energy storage. Our rough calculations are that this is about 240 Terawatt hours or 240,000 Gigawatt hours.
This is a lot of batteries but it is actually a very achievable amount. We will go into details on that. So that’s a combination of electric vehicles and stationary storage. If you’ve got solar or wind, you’ve got to store the energy when the wind is not blowing and the sun is not shining, so we are assuming an 8:1 ratio of stored energy to power. So 30 Terawatt hours of power. Our actual capital expenditure calculation for manufacturing investment is more like 6 trillion but we made it higher to make it 10 trillion.
If you look at the total world economy it’s just under 100 trillion, so if this was spread out say over 10 years it would be 1% of the global economy. Over 20 years, it would be half a percent of the global economy. So this is not a big number relative to the global economy.
As Drew (Baglino) mentioned, you need about ½ as much energy with an electric economy versus a combustion economy. And in terms of wind and solar, how much land would be used? It’s less than .2% of the land area of earth. I think generally people don’t realize how much energy is reaching us from the sun. It’s roughly a Gigawatt per square kilometer. And the sun doesn’t shine all the time but if you multiply that by 4 to get the continuous power, 4 or 5, that gives you the land area of solar. And you can put wind and solar often in the same place so in a lot of places that currently have wind, you could put solar there and you double your energy.
You could put solar [or wind as Drew Baglino mentioned] offshore. Earth is 70% water. The point is that with a remarkably small amount of earth’s land area, we can go fully sustainable.”
Drew Baglino explained that our earth has abundant resources to accomplish a sustainable energy economy. Elon Musk, sharing a hopeful and optimistic message, said, “To emphasize that again, the electrified economy will require less mining than the current economy does. Less. not more.”
“To emphasize that again, the electrified economy will require less mining than the current economy does. Less. not more.” Elon Musk
In the next article in this Multi-Part series, we will start to look at the 5 areas that will need work in order to eliminate fossil fuels. Tesla shared a preview in a slide that also showed how much each area will reduce fossil fuel use. With 35%, the largest area is to “renewably power the existing grid.” Switching to heat pumps and to electric vehicles are the 2nd and 3rd largest areas.
Image Courtesy Tesla, Inc. Slide: The Plan To Eliminate Fossil Fuels
A sustainable energy economy on Mars
Elon Musk is in his element when discussing rockets! He enthusiastically shares,
“My personal opinion is that as we improve the energy density of the batteries, you’ll see all transportation go fully electric, with the exception of rockets. That’s awkward, but you can make the fuel with CO₂ and water!
You can make methane with CO₂ and water. In fact, on Mars, if we hopefully get there at some point, the atmosphere is CO₂ and there’s water ice throughout Mars so you can take the CO₂ and H2O and turn that into CH₄ which is Methane and Oxygen.
So ultimately even rockets can be electrified.”
CONCLUSION
Empowering the world to choose sustainable energy options is within reach. With the existing technology, an affordable, reliable electric vehicle movement can take place with battery storage systems that can save and harness energy from sources like solar and wind. It’s an achievable goal – one that allows us to switch from a highly destructive fossil fuel industry to a much cleaner, kinder energy model. The investment will be well worth it, as this shift could create a healthier society with far less harmful pollutants in the air. In short, it’s now or never; let’s make this switch. Investing in clean energy not only aligns with our personal economic goals but builds towards a more balanced and stable relationship between humans and nature. I believe a beautiful, clean, and fully sustainable energy economy can be achieved quickly!
Gail Alfar, Author, Military Veteran. Exclusive to What’s Up Tesla – March 18, 2023. All Rights Reserved. My goal as an author is to support Tesla (the most American vehicle manufacturer) and Elon Musk in both making life better on earth for humans and becoming a space-fairing civilization.
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Elon Musk with Michael Grimes at Morgan Stanley TMT Conference 2023. Image courtesy @anirvanc on Twitter
Morgan Stanley held this year’s TMT Conference in beautiful (and rainy!) San Francisco and Elon Musk spoke on March 7 about Twitter, X.com, Tesla and SpaceX. The talk was informative, hopeful, well thought out and funny! Of course you may listen to it online and you may also prefer to read Elon’s interviews so that is why I have transcribed (and categorized) the interview here on “What’s Up Tesla.”
I do this with many of Elon Musk’s talks for you. It is part of the goal of this publication to preserve these important talks in writing. A breakdown for your reference:
Twitter:
Mission , News happening in real-time
Public relations department?
Advertising’s incredible potential
Community Notes and the rigorous pursuit of truth
Proactively reducing child exploitation
Advertisers enjoy brand safety
A healthy national dialogue
Freedom of speech: hearing what you don’t want to hear
Twitter won’t always be a fractal rube goldberg machine
Cash flow
Starlink, X.com, Tesla and SpaceX’s Starlink and Starship:
Starlink: a case study in effective advertising
X.com as your everything app
Tesla Master Plan 3 and the next-gen vehicle
Starlink’s advantage
Starship orbital launch
The Mission of Twitter
Michael Grimes: (paraphrased) Where are you on the core principles of Twitter: Authentic, informative, entertaining, accurate, brand safe and democratic?
Elon Musk: “I think some of these are a little at odds, but ‘brand safe’ I think really means ‘where advertising is displayed’ or the advertiser gets to choose what material is near that advertising. If it’s some sort of… like a train accident or a war scene, then probably a family-friendly brand is not going to want to advertise right next to that. Or it can’t be like, ‘here’s a bleak war scene, would you like to buy a hamburger?’ it would be like, awkward, you know?
So that’s understandable you want to put advertising next to content where it makes sense. But the content in general needs to be authentic and informative even if it is controversial or jarring. I think people need to be able to choose, to some degree, what content they want to see. Of course, on Twitter, you can. But really we want it to be the fundamental place you go to, to learn what’s going on and get the real story.
The truth, the whole truth and it’s going to be more than, hahaha, I’d like to say nothing but the truth but that’s hard, (laughter) there’s going to be a lot of BS there too. There are going to be lies, for sure, but you want to have the truth and you want to bubble up the truth and be able to sort of sort it out… you really want truth with the least amount of error.”
News happens in real-time on Twitter
Elon Musk explains Twitter’s unique place as a real-time news source,
“Well, I’m sure many of you use Twitter. Everything on Twitter is happening in real-time.
So if you contrast that to what’s happening in a newspaper, they have to learn the information, propose an article to their editor, get it approved, write the article, get it edited, figure out which day it’s going to get published on, and so the thing that happened is being reported on 3-4 days, sometimes a week late. And if it happens on a weekend then it’s at least 3 days.
You know ChatGPT was huge news for several days on Twitter before there were any news articles about it in major publications. So when thinking about investing in things, you want to have information that is as timely and accurate as possible, there’s no better source than Twitter for that.” Elon Musk
Michael Grimes lamented on the fact that people need to be “default skeptical” of any news story about Twitter and assume it’s default wrong because “not only some journalists have an agenda but the source has an agenda and it’s so easy to go through the chain of inaccuracy or outright falsehood.” He asked Elon Musk if a public relations department was a consideration,
No, PR departments… no the right name for PR is propaganda. Maybe we should have a VP of propaganda, I think that’s more honest, and also a VP of witchcraft. (laughter) Those would be two great ones.
“If you pick up any given newspaper and read the whole thing and say, ‘how many of those stories are positive about anything at all?’ Almost none. So if something is newsworthy it is going to have a negative slant, whether it is positive or not. There’s like something in journalism that, they’ve been trained to basically never write a positive story about anything. Once and a while you see a puff piece but it’s rare. So anything that’s newsworthy will get written about, anything that’s written about will go through a negativity lense and so you, therefore, have a bizarrely negative view of the world if you draw your information from newspapers. This is simply a fact.” Elon Musk
Why advertising on Twitter has incredible potential
“So on Twitter, you can get a much more balanced positive-negative situation, it doesn’t have that bias quite as much. There’s probably still a little bit of negativity bias but much less so. I’m not sure what the legacy media does, I mean at this point, really, Twitter is, by the way, the #1 news app in the world. So in terms of what people download for news, it’s #1.
There are 500M active users. 250M daily users of which I’d say there are probably 180M significant daily users, where it’s a meaningful amount of time. The average amount of time people spend on Twitter of that 250M is about 1/2 an hour or so. The thing I think that is most interesting is about 120M to 130M hours of human attention per day on Twitter, every single day on average.
I think it comes to an interesting point which is, it’s startling how poorly monetized that is because you have to say, how valuable is that attention? 130M hours of human attention per day, of people that read. So these are generally the smartest people in the world, the most influential people in the world, and you have 130M hours of their time per day, that’s a lot!
Currently, Twitter makes about 5 or 6 cents per hour of that time. I think this is poorly monetized (laughter). Like, if I’m spending 2 hours a day on Twitter, whatever ads are coming through are getting my, or yours or everyone in the room’s attention, your time is incredibly valuable. The thing is, we need to actually serve ads that are relevant and useful and I think as we do that we can probably at least get it like 15 cents an hour or 20 cents an hour, a quarter?
I think the actual potential here for Twitter revenue is gigantic. And it’s going to be a win-win situation which is if you are served advertising that you find timely and relevant with products and services that are useful to you, that’s good for you and good for the advertiser. Advertising in the limit of relevance is content.” Elon Musk
Community Notes and the rigorous pursuit of truth
Michael Grimes asked how Community Notes can be used without being hijacked by either side of an issue or political spectrum. Elon Musk explained,
“There’s a White Paper on Community Notes that I recommend reading, in fact, I’ll tweet it out so that people can have easy access to it because it’s really quite a clever idea. Think of it like page rank for pages as applied to people, which is that as people build credibility in how they review notes, they build up enough credibility to actually write notes. Those notes are then rated by others, and depending upon the credibility of the people rating your notes, your credibility score gets affected. In order to be a notes contributor, you have to be a verified person. And it takes a while to get there; when you just start out, you will start off with no credibility score.
We actively look at any attempts to game the system and shut them down. If they’re determined to be not real people or if they seem to be brigading because there are deliberate attempts to manipulate Community Notes. We also make the Community Notes source code open and available, so you can basically see everything. You can see exactly how Community Notes is calculating things, and what changes are made to Community Notes and we’ll keep iterating and the goal is to have truth with the least amount of error.
There’s always like, ‘What is truth?’ Does someone really aspire to the truth? If they really aspire to the truth they must acknowledge that there is some probability that what they think is untrue. If somebody thinks that what they say is true with 100% probability, there’s a 100% probability they are lying. Truth must acknowledge error, and you aim to minimize the error over time, that’s what Community Notes is. I think also, once someone gets Community Noted, they think twice about being dissected in the future. You start getting noted a few times, and you think ‘Uh, oh!’
The important thing is that anyone can be noted, including me, and in fact, I wanted to make a note of being noted. The point is that if I can be noted, anyone can be noted, including advertisers. We’ve had a few cases where the advertising wasn’t accurate and it got noted. This, I think will be very helpful in truth in advertising. The goal is the rigorous pursuit of the truth, aspirationally the whole truth, and the least amount of untruth.” Elon Musk
Proactively reducing child exploitation on Twitter
“I’ve repeatedly said to the Trust & Safety team at Twitter that the #1 Priority, which will always be the #1 Priority no matter what, is ensuring that children are safe on Twitter, that there’s no child exploitation. So that is #1 priority always and forever.” Elon Musk
Elon Musk explained to Michael Grimes, “I’ve repeatedly said to the Trust & Safety team at Twitter that the #1 Priority, which will always be the #1 Priority no matter what, is ensuring that children are safe on Twitter, that there’s no child exploitation. So that is #1 priority always and forever.
What I’ve been told is that we’ve done more to eliminate [CSE material] on Twitter in the last four months than what has been done in the last ten years. It will continue to be our number one priority. A 100-fold reduction in CSE search patterns is pretty gigantic to say the least. It’s the absolute number one priority.”
Advertisers on Twitter enjoy brand safety
Elon Musk used the example of Disney. “With respect to brand safety, it really depends a lot on the brand. By the way, Disney is a major advertiser on Twitter worldwide. Apple is one of our biggest advertisers.
But Disney of course does not want to have one of their ads next to things that aren’t appropriate for a family audience. But there are other products that are kind of more R-rated if you will, so they’re more comfortable with advertising being in the equivalent of like a R-rated movie or something like that. So brand safety depends on what brand you’re talking about. Is it a family brand or a less family brand?
Advertisers can actually adjust what content they are comfortable having their advertising appear next to. The same is true on TV. The advertising that you’ll see at 7 pm is different than the advertising that you’ll see at midnight. We have the same functionality on Twitter, so it’s truly up to the advertiser where they want to put their content. But I think by far the most important thing is if the advertising is effective. That it is relevant and that it moves the needle for a company. Advertising relevance is the most gigantic thing.
This is going to sound totally bizarre but Twitter did not consider relevance in advertising until 3 months ago. In fact if you use Twitter for a long time, you should ask ‘how many products have you bought off Twitter?’ Probably zero! (laughter) Judging by the laughter, probably zero. And your time is incredibly valuable.”
Michael Grimes: Flamethrower, no one bought a flamethrower?
Elon Musk: Haha, its possible that they might have bought things from content-based tweets because the content that’s recommended is reasonably relevant but the advertising has not been. So as we shift towards advertising being relevant and timely, as I said, advertising that is relevant and timely is content. The time of 130M person-hours of the smartest people on earth is insanely valuable. Historically, with advertising being mostly irrelevant, we’ve been wasting peoples’ time and that’s not good. Going forward, Twitter will have very relevant and useful advertising. There will be a massive increase in revenue because it is now useful. So I’m very optimistic about the future. It’s been a very difficult 4 months, but I’m optimistic about the future.
Healthy national dialogue on Twitter
Elon Musk: I think the objective reality for anyone looking at Twitter for a long time was that Twitter had a massive thumb on the scale on the left side. Twitter would ban and suspend accounts on the right 10 times more than on the left. This is naturally what you would expect, frankly, because we are in San Francisco, which is deep deep blue.
So, Twitter was controlled by the far left. So the natural thing that would happen then was the suppression of moderates, not just suppression of the right but even suppression of moderate voices. But that’s not conducive to a healthy national dialogue.
In order to have a healthy national dialogue, you have to represent the whole country, and you have to represent everyone in other countries too. That’s the only way to have a Town Square.
Freedom of speech: hearing what you don’t want to hear
Elon Musk: There were disproportionately more accounts unsuspended and un-shadowbanned on the right because Twitter had a huge thumb on the scale in favor of the left. But if you say, ‘Have we been suspending accounts on the left? Have we been shadowbanning accounts on the left? No, no we haven’t.’ No, because exactly what I said we were doing which is to make it an even playing field and you know something is Freedom of Speech when you’re hearing speech from someone you don’t like and you don’t like what they’re saying.
Otherwise it’s not free speech. And if you don’t have that ability, then sooner or later that suppression of speech is going to be turned on you. It is a good sign if you’re seeing people you don’t like say things you don’t like. That is a good sign, not a bad sign… provided you can say your piece too! I think this is fundamental.
The reason I did the Twitter acquisition was not because I thought this would be some lucrative goldmine, and in fact, it has been arduous and difficult with being dumped on [by mainstream media] every day. That’s not the most fun thing in the world. But if we do not have a strong foundation of free speech, I fear for the future of our civilization. We must have this. That’s why I did it.
Twitter won’t always be a fractal rube goldberg machine
Elon Musk: The codebase is like a Rube Goldberg Machine and when you zoom in on one part of the Rube Goldberg Machine there’s another Rube Goldberg Machine and then there’s another one! That’s what I mean by the fractal. As you zoom in there’s another fractal and another fractal and a fractal Rube Goldberg Machine. It’s quite difficult to keep this thing running and then also difficult to advance the product because it is really overly complex. We’ll make what appears to be a small change somewhere that then causes a massive disruption. For example, yesterday we made what we thought was a small change, we want to be in full disclosure including gruesome details. There was what was supposed to be a small change to 1% of the Twitter user base ended up being a catastrophic event to 100% of the Twitter user base. We don’t have enough time to go into the details but there was a Boolean flag in the Twitter front end that should not have been there.
I’ll give you an example. At one point there was a problem with Twitter Spaces where suspended users were able to join conversations even though they were suspended and so we temporarily turned off access to Twitter Spaces which then made anyone who is using the Twitter Android App unable to like a tweet. Now how those things are connected is not clear, haha. So if you had an iOS app you could like tweets, if you’re on the Web app you could like tweets but not if you had an Android app because of Spaces.
There’s a lot of work behind the scenes and simplifying the code base, getting rid of extraneous features and enabling Twitter to evolve more rapidly in the future but it requires a lot of cleanup.
Looking forward to Twitter being cash flow positive
Michael Grimes: You’ve grown users [on Twitter] despite a lean engineering team and cutting out a data center.
Elon Musk: Yeah, I think on balance we’re doing okay. Just to give you a sense of where things were at the close of acquisition on October 29th, Twitter was tracking to a negative 3 Billion dollar a year burn rate and had 1 Billion in the bank. That’s a pretty dire situation.
If 2023 had been a normal year, Twitter would have done something on the order of 4.5 Billion in revenue and 4.5 Billion in cost, roughly break even, but when you add 1.5 Billion of debt servicing to that and a massive decline in advertising, some of it cyclic, some of it political, but call it at roughly a 50% decline in revenue, you’ve got over 3 Billion dollars negative. Twitter has some revenue that’s not advertising-based, data subscriptions and what-not, but in the absence of action, Twitter would have had 6 Billion in costs and 3 Billion in revenue so minus 3 Billion and there was 1 Billion in the bank, so it would have gone bankrupt in 4 months. Immediate and drastic action had to be taken, which was.
We actually have now cut the non-interest burn to roughly 1.5 Billion. So we’ve got 1.5 Billion of debt servicing and 1.5 Billion of expenditures. We went from 3 data centers to 2, and reduced our cloud expenditures significantly, while at the same time having the fastest product evolution in Twitter’s history. So overall, not bad. There have been a few bumps along the road obviously but this is to be expected. And now I think we have the opportunity to grow it into something quite spectacular. We had the highest total user minutes in Twitter history.
The real numer to care about is actually not the MDAU (Monetized daily active user) but its user time. How many total user hours per day do you have? That’s the real figure of merit because one could for example go to 300 Million daily active users but if they spent less time on the system cumulatively that would actually be a downgrade. Its how much human attention are you worth?
That’s why I think the really profound thing is what Twitter has is roughly 130 Million hours of the smartest most influential people on earth, every single day. There’s nothing else that has that. I mean there are social networks that have more users but they do not have the smart, influential people, they don’t have you!
Michael Grimes: After doing the math, Twitter is EBITDA (Earnings Before Interest, Taxes, Depreciation and Amortization) profitable today and then you’re looking for break even after debt services. When do you get to cash flow break even?
Elon Musk: Well it’s EBITDA profitable but the “D” is quite big! (laughter)
Michael Grimes: When do you get to cash flow break even after that “D”?
Elon Musk: This is where we need to focus on the “E” part. (laughter) Yeah, I hope we pay taxes. So like I said, we’re getting to the point where we’re close to having the total expenditures for the company excluding debt roughly equal to the debt. I think we’ll be there in Q2. I definitely don’t want to count chickens before they’re hatched or jinx it or anything but I think we’ve got a shot at being cash flow positive next quarter.
Twitter has huge advertiser value
Michael Grimes: Twitter has great advertiser value with 147 Billion global impressions of the World Cup 2022 conversation.
Elon Musk: What I say to advertisers and brands is ‘use Twitter yourself and believe what you see on Twitter, not what you read in the newspapers.’ Because what you see on Twitter is the real thing, and what you read in newspapers is not. And I’d like to thank Mark Read and WPP for their support and publicists and others that have stuck with us like Disney and Apple.
Michael Grimes: When do you introduce performance-based advertising and scale it?
Elon Musk: Performance-based advertising is really just advertising that is relevant, in fact we should realistically have zero nonperformance-based advertising.
We want advertising that matters, people’s attention is precious. We should not serve them ads that are annoying or irrelevant or strident or ugly. It was interesting you should mention White Lotus, I was talking today with David Zaslav, it was great, and he was like, ‘Why can’t we put a White Lotus trailer every time someone mentions White Lotus on Twitter?’ I’m like, ‘Absolutely!’
So one of the super-obvious but profound things that we’re doing is enabling keyword advertising so that can the keywords, like ‘White Lotus’ and if somebody mentions White Lotus, you put the White Lotus trailer there. I mean, that sounds very obvious.
We don’t need advanced AI for this one (laughter). It’s sort of just google Adwords that apply to tweets and the home timeline and replies and everywhere else because you often have sort of long, deep conversations with people going on talking about movies, TV, products and whatnot and that’s the perfect opportunity for advertisers to provide their message.
Starlink: A case study in effective advertising
Elon Musk: You know, if I think about something, for example, like Starlink, which does advertise in various media you want to advertise to users in a region that are not already saturated. So Starlink tends to be saturated in urban areas but it is not saturated in rural areas. What Starlink would like to do is say, ‘Please show the ad to rural users with a slow connection. And the simple message is, ‘Do you want faster internet for less money? Click. Probably you do. Twitter needs to be able to do a simple thing like that. And it will. It is already able to do that, we just haven’t fully rolled it out. So I think we’re around 20%-ish but by the end of this year almost all advertising should be reasonably relevant.
“Twitter is not a one way street, there’s continuous interaction. I think we can have a profoundly more useful advertising experience.” Elon Musk
Elon Musk: Even if you say nothing about that ad, after its dropped in the Twitter system and it has 10,000 views, you populate the parameter space of the ad and then you correlate the user parameter space and the ad parameter space and then you don’t need to do any demographic targeting because you could be like, say its a gardening ad or you could be 20, 30, 40, 70 years old, any sex, whatever, it doesn’t matter.
What matters is you like gardening and that’s the ad that should be shown. I think we can get away from the ad targeting by age range and sex in favor or targeting by interest. Alot of this demographic tageting was done coming from a TV or newspaper era where you don’t have interaction with the user, you just have to kind of guess because its a one way street in TV. But on Twitter its not a one way street, there’s continuous interaction. I think we can have a profoundly more useful advertising experience.
The everything app: X.com
Michael Grimes: Tell us about your vision for X, the everything app.
Elon Musk: I think its possible to create a very powerful finance experience basically. Paypal is kind of like a halfway version of what I think could be done in payments and finance. You want to be able to send money easily from one account on X / Twitter to another account effortlessly with one click. You want to be able to earn interest on the money, you want to be able to have debt so your interest can grow negative. Basically, I think it’s possible to become the biggest financial institution in the world just by providing people with convenience and payment options. We don’t have time to go into detail here except if we just make the app more and more useful, people will use it more and it will be great. I mean, you’ll see!
Michael Grimes: The Tesla team is nice and built out, the Twitter executive team is perhaps a bit leaner. Maybe there’s a meme that’s accurate.
Elon Musk: He does have a black turtleneck, haha! Do you need anything more? I don’t think so.
Michael Grimes: So when does that Twitter management team have that bench like you showcased at the Gigafactory?
Elon Musk: Well I think it takes a lot of time to build a strong management team. We built the Tesla management team over 20 years. I think Twitter is an easier problem than Tesla by a long shot. But it will take some time to build the team, probably a few years.
Tesla Master Plan 3 is a message of hope grounded in physical reality
Michael Grimes: You shared Master Plan 3 at the Gigafactory and the edit that came to my mind was ‘Master planet! after your first piece there in sustainable energy for all earth. Can you take us through that positive, optimistic, mathematically underpinned vision?
Elon Musk: Okay, there’s not a lot of time to do that but I guess the overall message is that we can absolutely turn earth into a sustainable energy economy, fully sustainable, using lithium-ion batteries, solar, wind, as well as geothermal, nuclear and other things but primarily it’ll be solar and wind and lithium-ion batteries.
And to our calculations, you need roughly 240 TeraWatt hours of lithium-ion batteries. Most of those will be iron phosphate for the primarily iron cathode which is a plentiful material. In fact, the #1 element on earth is actually iron — a little factoid. I think earth by mass is about 32% iron and about 30% oxygen and then everything else is miscellaneous. So we’re like a mighty rust ball. So, plenty of iron. Basically, the materials needed to make 240 TerraWatt hours of batteries are actually plentiful on earth. We don’t need to mow down the Amazon or anything like that!
We don’t need to do anything terrible to the environment to create 240 TerraWatt hours of batteries, in fact, there will be less mining required in a sustainable energy economy than is currently required. Really, this is a message of hope and optimism grounded in physical reality, it is not wishful thinking. We should be excited and inspired about the future.
And I am not suggesting complacency or anything like that and getting there faster is better than getting there slower, but we don’t need to live some terrible austere life and give up the things that we like. You can have the things that you like, in fact, even more of them, and the environment can be good. All the good things are possible, that’s what I’m saying.
We should be excited and optomistic about the future. We need to go build this, its a lot of work but you should not feel sad about the future regarding sustainable energy, it will happen! Elon Musk
Elon Musk: We should be excited and optimistic about the future. We need to go build this, its a lot of work but you should not feel sad about the future regarding sustainable energy, it will happen! We just want to make it happen faster rather than slower.
Tesla’s next generation vehicle
Michael Grimes: That was the first big takeaway, the next one that I had was your next phase of vertical integration, the relentless first principles thinking on vehicle design, battery design, factory optimization. Could you talk more on this?
Elon Musk: There’s a clear path to making a smaller vehicle that is roughly half the production cost and difficulty of our Model 3. That vehicle will really be used almost entirely in autonomous mode. The thing that is really gigantic for Tesla is autonomy and if people have used the Tesla full self driving and gave seen how rapidly the full self driving capability has been evolving, it should be obvious that that is by far the most profound thing.
Elon Musk: The total addressable market stuff, it’s like, guys, this is actually not the right way to think about it. Passenger vehicles right now only see about 10-12 hours of use per week. There’s 168 hours in a week, if those vehicle are autonomous they’re probably going to get used for 50-60 hours a week. That’s a 5x increase in the value of a car and it costs the same to make the car. At that point you basically have software margins in a hardware product, it’s the same. Total addressable market is everyone, all humans. Powerful.
Why Starlink’s speed is fast
Elon Musk: The Starlink team is doing an amazing job.
More than half the satellites in orbit right now are Starlink satellites. So if you add up all satellites launched cumulatively, they are less than Starlink. Starlink is currently providing global connectivity, you can get connectivity anywhere on earth from the most remote part of Antarctica to San Francisco. Anywhere. Full-level connectivity, high bandwidth, and low latency.
The latency is important because unless you’re in low earth orbit you cannot get a low latency. The geostationary satellites are very high, you’ve sort of got sometimes up to a second of latency from a geostationary satellite, all things inclusive. With Starlink satellites, we believe we can get the latency under 20 milliseconds.
For international communications, an interesting thing is that in fiber, light travels much slower than in air or vacuum. So in rough approximation, light travels about 300 kilometers per millisecond in air or vacuum but only just roughly over 200 kilometers per millisecond in fiber. So you’ve got roughly a 40% increase in speed of light going through the Starlink system than through fiber and it can also follow a more direct route.
Instead of following the coastline of the continents, it [Starlink] can actually have a more direct route. It’s a shorter route and inherently faster from a physics standpoint so it connects the world way better than fiber and is providing connectivity to people that either never had it before or where their options were extremely expensive or very low bandwidth.
So [Starlink] is helping out a lot of communities that never had access, especially when you consider that education is digital these days, that’s really how you can learn anything. You can basically learn anything for free on the internet if you have the internet! In terms of providing education abilities to remote communities, Starlink is doing a lot of good in that regard.
Starship going orbital
“We don’t want to be one of those lame, one-planet civilizations!” Elon Musk
Starship launch soon. Image courtesy Elon Musk.
Elon Musk: We’re getting ready for the first launch of Starship. This is a very difficult program. The rocket is roughly 2.5 times the thrust of a Saturn V so if and once it reaches orbit it will be by far the biggest rocket that reaches orbit, but more importantly it is designed to be the first reusable orbital rocket ever so that the key to extending life beyond earth is a fully and rapidly reusable orbital rocket.
This is a very hard problem given the constraints of earth. Earth has a thick atmosphere and strong gravity, it is literally barely possible to do this, that’s why its not been done before. We are getting close to our first orbital attempt of Starship, hopefully in the next month or so we’ll have our first attempt. I’m not saying it’ll get to orbit but I guarantee excitement. (audience laughter) It won’t be boring. I think it’s hopefully above a 50% chance of reaching orbit.
We’re building a whole series of Starships in South Texas and so I think we’ve got, hopefully, an 80% chance of reaching orbit this year. It will probably take up a couple more years to achieve full rapid reusability, which I can’t emphasize enough, is the profound breakthrough that is needed to extend life beyond earth because it lowers the cost of access to space by orders of magnitude. In the same way, let’s say there were no airplanes that were reusable, how expensive would air flight be? It would be insane. You’d have to buy a new airplane every time you flew somewhere and you’d have to tow a small airplane behind you for the return flight. That’s not going to scale.
So if things go well there, this vehicle could make life multi-planetary, that’s a really big deal. And it could make life on Mars real and that’s one of the great filters that any civilization has to pass through which is, ‘does this civilization become multi-planetary or not?’ This is one of the elements of the Fermi Paradox. I mean I sort of wonder that, if we are able to get to multi-planetary that will be a forcing function to improve spaceflight to become multi-stellar, to go to other star systems and I think we may discover that there are many long-dead one-planet civilizations. We don’t want to be one of those. We don’t want to be one of those lame, one-planet civilizations!
Austin at sunset, image courtesy Aeriel Austin, Instagram
Gail Alfar, Author, Military Veteran. Exclusive to What’s Up Tesla – March 12, 2023. All Rights Reserved. My goal as an author is to support Tesla (the most American vehicle manufacturer) and Elon Musk in both making life better on earth for humans and becoming a space-fairing civilization.
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Did you watch Tesla Investor Day on March 1 live from Gigafactory Texas in Austin? Master Plan 3 was created for the investor and Elon Musk said he meant “the broadest definition of investor, as in the people & life of Earth. It will be a message of good hope & positivity for the future.”
This article is part 1 of a series that will examine the message of good hope and positivity for the future. The “investor” is considered the people & life of Earth instead of only retail and institutional investors.
The People of Earth
You may have heard Elon Musk explain how our earth is like a small vulnerable candle in vast darkness and that we must not let that candle blow out. Each of the 8 billion people who are alive today has a unique story and their life is amazing. The generations that come after yours can live in a clean beautiful future. Master Plan 3 explains how to make this a reality.
The Life of Earth
The life of earth takes on many forms as depicted in the header picture of this article. All life should be preserved so the earth can remain healthy. Non-human life forms need us humans to work to preserve them. It is easy to destroy the earth and we should stop doing so. Tesla shared a picture of our current state and this is what needs to change to protect the life of earth.
Our energy economy is dirty & wasteful. Image courtesy Tesla.
Message of Good Hope
Stamped Tesla car parts, courtesy Tesla, Inc.
No one feels great after listening to a message of doom and gloom. If we want to inspire the young generation to raise a family then the older generations can start by sharing a message of good hope.
Tesla shared a pretty gloomy photo at the start of Investor’s day of our current dirty and wasteful energy economy that leads to a polluted world and the goal is to change humanity from depending on fossil fuels to one of clean-energy use exclusively.
Tesla also shared what seemed like an infinite number of stamped vehicle body parts. I was first hit with how cool and artistic it looked and then later I was hit with the message that Tesla may one day be able to create limitless vehicles that are affordable for people to own or ride in. What a message of good hope this really is!
The new Gigafactory in Mexico will build a new vehicle that is expected to be a huge volume product.
Elon Musk highlighted the challenges, which may explain why Mexico was selected for the next gigafactory,
“Demand for our vehicles, in terms of desire to own them may as well be infinite, it’s indistinguishable from infinite at this point.
The affordability is what matters so as you make the car more affordable we will have to amend go crazy basically. The hard part is building the cars. I can’t emphasize that enough.
The hard part is building the cars and the entire supply chain that goes with the cars. this is a logistics challenge of extraordinary difficulty.
All the things that have to go into the car have to scale with the car while everything is doing an exponential ramp and if you miss even one of those things — and, it doesn’t matter why, earthquake, fire, revolution, I thought I’ve heard them all! If any part of that supply chain gets interrupted, then you have a seizure.
The hard part is building the cars in the supply chain that goes with it.” Elon Musk
Gigafactory Mexico is a message of hope that Tesla will be able to build affordable vehicles faster and at greater volume.
Tesla has the magnificent support of the government of Nuevo León, Mexico and Mexico is home to many automotive clusters that have grown up throughout the country as a way to more effectively support local manufacturers through economies of scale.
Message of Positivity for the Future
Positivity means you have an optimistic attitude. Master Plan 3 is achievable. It is fitting that the Tesla HQ is in Texas. Texans are known for having a “CAN DO” attitude. Elon Musk said,
“The thing that is needed at a very large scale, that’s not currently present, is a vast amount of battery energy storage.
Our rough calculations is that this is about 240 TeraWatt hours — 240,000 GigaWatt hours. It is actually a lot of batteries, but it is actually a very achievable amount that’s a combination of electric vehicles and stationary storage.” Elon Musk
Elon and the Tesla team explain how battery storage can be achieved and I’m going to add that it will create endless job opportunities so the road it takes to get to a clean energy future is a bright one. I will write more about this in Part 2 of this series.
Master Plan 3
On the live stream, Elon spoke about the most important message, Master Plan 3,
“There is a clear path to a sustainable energy Earth.
It doesn’t require destroying natural habitats.
It doesn’t require us to be austere and stop using electricity and be in the cold or anything.
The story, and I think this holds together quite well – it will be actually published in a detailed white paper with all of our assumptions and calculations — is that there is a clear path to a fully sustainable earth with abundance.
In fact, you could support a civilization much bigger than Earth and much more than the 8 billion humans could actually be supported sustainably on Earth.
I am often just shocked and surprised by how few people realize this. Most of the smart people I know actually don’t see a clear path, they think that there’s not a path to a sustainable energy future or at least there’s not one that is sustainable at our current population or that we have to resort to extreme measures. none of this is true.
So we are going to walk through the calculations for how to create a sustainable energy civilization.”
Elon Musk
A Sustainable Energy Economy is Within Reach & We Should Accelerate It. Image Courtesy Tesla, Inc.
To be continued…
In my next article, I’ll write more in depth about Master Plan 3 and how it affects you and future generations. Please subscribe to my blog to get a notice of when my articles publish.
Tesla Semi and Model S 3 X Y make an appearance at Investor Day. Image courtesy Jeff Roberts.
Gail Alfar, Author, Military Veteran. Exclusive to What’s Up Tesla – March 5, 2023. All Rights Reserved. My goal as an author is to support Tesla (the most American vehicle manufacturer) and Elon Musk in both making life better on earth for humans and becoming a space-fairing civilization.
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Elon Musk talks about an exciting future. Image courtesy Tesla, Inc.
On March 1st, Tesla hosts Investor Day at Giga Texas in Austin and it will be livestreamed for everyone to watch. But this won’t be your typical investor event. According to CEO Elon Musk, this is an event for investors in earth—a chance to learn how we can all make a difference and create a fully sustainable energy future. It’s time to have optimism and hope for the future!
Tesla is leading the way in accelerating earth towards sustainability, with electric cars that are a pleasure to drive, solar roofs that can strengthen the power grid and massive battery storage. But what else does Elon Musk have up his sleeve? If you want to get a glimpse of Tesla’s vision of the future, then you’ll want to watch the Investor Day livestream on March 1st. It will begin at 3 pm CT and here’s a link to Tesla’s Livestream!
At Investor’s Day, Tesla says, “Our investors will be able to see our most advanced production line as well as discuss long term expansion plans, generation 3 platform, capital allocation and other subjects with our leadership team.”
Tesla Investor Day agenda (March 1):
11:00am – event check-in
11:00am – 2:45pm – Factory Tours and Plaid Demo Rides
3:00 – 4:30pm – Keynotes (livestream)
4:30 – 5:30pm – Q & A (livestream)
5:30 – 7:00pm – Meet & Greet
Elon Musk’s Master Plan 3 is highly anticipated by people around the world. Thus far, Elon has shared,
“Looking forward to Tesla Investor Day on March 1. By this, we mean the broadest definition of investor, as in the people & life of Earth. It will be a message of good hope & positivity for the future.” Elon Musk
Master Plan 3, the path to a fully sustainable energy future for Earth will be presented on March 1.
Tesla has been expanding its presence outside of just cars; their projects like artificial intelligence (AI) and robotics will help automate processes within factories so humans can focus on more creative tasks. Tesla is also constantly improving and developing batteries that store clean energy for use when renewable sources aren’t available—like at night or when there’s no wind —so we can still have access to clean energy even during stormy days or calm winds.
I believe Tesla has the best plans on the planet for sustainable energy production and I think we all possess a collective ability to make the world a better place through renewable energy sources like solar and wind power. I know we can reduce our reliance on fossil fuels and that we’ll live to see the world switch from gas-powered vehicles to electric ones.
This Investor Day is sure to inspire hope in many for a bright future! Join Elon Musk on March 1st on the livestream as he talks about his vision of a sustainable future 100% powered by clean energy — and find out what other innovative projects Tesla has in store for us!
We should all take heed of Musk’s advice and believe in a bright future. After all, if we don’t believe it ourselves first, who will? Let’s join together and create a brighter tomorrow starting today!
Gail Alfar, Author, Military Veteran. Exclusive to What’s Up Tesla – February 28, 2023. All Rights Reserved. My goal as an author is to support Tesla (the most American vehicle manufacturer) and Elon Musk in both making life better on earth for humans and becoming a space-fairing civilization.
Cybertrucks (lots of them!) on the roads are essential for Tesla’s mission to accelerate the transition to sustainable energy.
As we await delivery of first Cybertrucks, it’s worth looking at the ecosystem forming in anticipation. This article takes us on a journey into our future cyberworld and looks at,
Travel, hunting and camping applications
Military, law enforcement & apocalypse mods
Artistic expressions
Travel, camping and hunting applications
Image Courtesy Tesla, Inc.
Tesla has people excited with their beautiful render of a camping addition. Camping enthusiasts are ready to reserve this the moment Tesla makes it available.
Cybertruck Hunting mode has been suggested, “One of the things I’m really looking forward to in my CT is hunting Elk on southern Montana public lands. My dad’s truck was modified to disable all lights (interior, headlights, brake lights, blinkers, etc., with the flip of a couple of switches. Has anyone given any thought as to what a “Hunting Mode” might do? It would be great if all lights could be disabled from the control screen, and the screen itself dimmed, once you were off road.” (Michael Jorge, Cybertruck owners club)
StreamIt, Inc. created the CyberLandr, a retractable camping add-on that has solar panels mounted on top allowing you to stay off the grid for days. The Green Product Award went to this American company for creating a distinguished product in sustainability, innovation & design. For information regarding CyberLandr visit https://cyberlandr.com/features.
Image of CyberLandr courtesy StreamIt, Inc.
One South African company is already putting a Cyber-inspired camper-trailer on the road. Edgeout won the Red Dot Design Award 2022 in the category Product Design. Red Dot jury panel said, “With its innovative construction and distinctive exterior design, the EdgeOut conveys robustness and mobility,”
Edgeout camper-trailer
Military, law enforcement and apocalypse technology
Police forces in Mexico and the United Arab Emirates placed early reservations for Cybertruck.
San Luis Potos, Mexico with its 2.8 million people may enjoy 15 Cybertrucks for local law enforcement and logistics. Cybertruck is “common sense,” – Adrian Esper Cardenas, Mayor
When Adrian Esper Cardenas announced the purchase of 15 Cybertrucks the media questioned the maintenance of the vehicles, to which the mayor pointed out that maintenance costs are “zero.” Cardenas assured the press that if an engine fails, the guarantee will be applied for replacement; If a headlight breaks, you can order it online. “It’s very easy,” he said.
Jay Leno asks Elon: "But why make it bullet proof...?"
Elon to Jay: "Do you want your Cybertruck to be bullet proof or not?"
Jay: "Yea, I guess I do want my Cybertruck to be bullet proof!"
Military applications are natural for Cybertruck. The dreamer in me imagines Giga Texas with an underground facility where apocalypse, combat ready and law enforcement Cybertrucks with accompanying drones are assembled. Tougher wheels and suspension are needed for these applications.
“… the body panels are bulletproof to a handgun so it’s probably helpful in the apocalypse. Let me tell you, the truck you want in the apocalypse is the Cybertruck. We wish to be the leader in apocalypse technology.” Elon Musk
Cybertruck Heavy Duty. Image courtesy Z AV Design
CyberMonster, safe loading and artistic expressions
Monstertruck owners make up a small but enthusiastic market. Expect to see websites that will guide you on the best ways to convert Cybertruck into CyberMonster.
Remote control monster Cybertrucks available now on amazon
Ramp for safety and practicality
Cybertruck ramp image courtesy Tesla, Inc.
Tesla makes safety a top priority and loading truck beds is difficult and dangerous. Cybertruck reduces the chance of injury with a retractable ramp and elevated front suspension. Tesla says,
“Raise and lower suspension four inches in either direction for easy access to Cybertruck or the vault, while self-leveling capabilities adapt to any occasion and assist with every job.”
“Every job” will include harp transportation,
“Harp transportation! Our daughter plays the harp. It’s big, it needs to be wrapped up and put on a hand truck every time we move it (multiple times a week for practices). When I saw that ramp off the back, and the size of the bed confirmed it would be large enough….. that’s when my pre-order went in. It will save my back.” (reddit user MotorFloating)
“Cybertruck will be waterproof enough to serve briefly as a boat, so it can cross rivers, lakes & even seas that aren’t too choppy. Needs be able to get from Starbase to South Padre Island, which requires crossing the channel.” Elon Musk
My take is that Tesla needs to get Cybertrucks on road fast as possible by scaling production for hundreds of thousands of eager reservation holders. This will greatly accelerate Tesla’s mission. I believe people will receive a high-quality utility vehicle that will be open to many aftermarket modifications.
An ecosystem is starting in anticipation of Cybertruck and will get bigger as people take delivery. This article covered fantasy mods and practical ones that can be reserved or purchased now. If you know of an accessory or mod that I should include, please let me know!
Gail Alfar, Author, Military Veteran. Exclusive to What’s Up Tesla – February 12, 2023. All Rights Reserved. My goal as an author is to support Tesla (the most American vehicle manufacturer) and Elon Musk in both making life better on earth for humans and becoming a space-fairing civilization.
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