Tag: Elon Musk

5 Takeaways from Tesla’s 2022 Shareholder Meeting

Gail Alfar6 Comments

Elon Musk spoke at the 2022 Annual Shareholder Meeting on August 4th. I attended in order to experience the event firsthand so I could write about my impressions for you.

This article features highlights of what Elon Musk said about Tesla Gigafactories, AI, Cybertruck, Optimus robot, how we can help support the mission, and more.

Elon Musk at GIgafactory Texas, credit: Tesla

Elon Musk and Tesla, Inc. are grateful to you as a Shareholder

The Cyber Roundup was Tesla’s kind way of saying thanks to you as a retail TSLA shareholder. This year’s meeting was the largest in-person meeting ever and it provided an opportunity to see products up close, take a factory tour, and even speak with Elon Musk.

Towards the end of this article, I will share info with you on how you can attend in the future. Martin Viecha, Tesla’s Investor Relations, opened the meeting and he later joked on Twitter, “It’s not a Shareholder Meeting, it’s really a rock concert for TSLA supporters.” 

Cyber Roundup felt like this because it was a way for Tesla supporters to thank Elon Musk and Tesla directly.  This was evident as I observed many people cheering, clapping [sometimes standing], and even whistling after every informational slide, statement, or joke that Elon Musk made.  

A new way of thinking about a factory

Model Y front hoods as Art Installation at Gigafactory Texas, credit: the author

Cybernetics is a term coined by American mathematician Norbert Wiener to refer to the general analysis of control systems and communication systems in living organisms and machines. At the meeting, Elon explained how Tesla went from a small start-up to what it is today, with factories as a giant cybernetic collective,

“When we started out here, we were told electric cars were impossible and if you could make an electric car with a couple hundred miles range then nobody would buy it anyway because people just love gasoline cars.

You know, when we started out it was down to a start-up company and then down a square to an electric car company, and we were told you are never going to make money, etc. and we didn’t for a while, but now we have the highest operating margin in the whole industry. 

Tesla is not just a car company, Tesla is many companies in one and we’re as much a software company as we are a hardware company and that’s really going to be obviously essential for the future.

Software in the car, and in neural net training, but also software in the factory as well.

You can think of the factory as a giant cybernetic collective. So the factory is just an enormous cybernetic collective of humans and machines and software, and the better that software is, the better that cybernetic collective works. I don’t think other OEMs think like that! but that’s what it is.” – Elon Musk at 2022 Shareholders Meeting

Tesla is close to solving an important part of AI and Welcomes Talented People to Apply 

Elon Musk shares the hands of the Tesla Optimus robot for the first time. credit: the author

Fully autonomous driving is an incredibly difficult problem to solve.  Elon‘s positive outlook at the meeting gives us hope that autonomy will be solved.  Elon stated, 

“It’s really interesting because we are effectively solving an important aspect of artificial intelligence, real-world AI for self driving, which, when you think about it, is what’s needed to solve self-driving because how was the road system designed?

Its designed for a biological neural net and eyes, and so naturally the thing that would therefore work for the silicon analog is therefore cameras and silicon neural net.

So, sort of by accident, we’re actually solving an important and very useful element of artificial intelligence.

I definitely want talented people who are working on AI to consider working at Tesla because I think we’re solving an important part of AI, and one that can ultimately save millions of lives and prevent tens of millions of serious injuries by driving an order of magnitude safer than people.” – Elon Musk

Elon Musk talks about upcoming products Cybertruck and Optimus

Cybertruck at Gigafactory Texas, credit: the author

On Cybertruck, Elon said,

“What I can say is that the Cybertruck will be one hell of a product, and it’s going to be like a damn fine machine, and we’re on track to be in production middle of next year from this factory. 

So we’re going to be installing the production equipment, the tooling and all starting the next couple months we will begin the installation so aiming to be in volume production middle of next year.” – Elon Musk

Elon Musk spoke about Optimus,

“I’m sort of surprised that people, or at least analysts out there are not understanding the importance of the Optimus robot. 

My guess is that Optimus will be more valuable than the car long term. 

In fact, I think it will turn the whole notion of what an economy is on its head. 

The point at which you have no shortage of labor.  You know, the economy is capita, if you don’t have capita constrain then the economy will be arbitrarily huge, so it’s crazy.” – Elon Musk 

The Mission to Accelerate the Transition to Clean Energy and How you Can Help

Tesla let shareholders sign a Model Y, credit: the author

The shareholder’s meeting took on a Town Hall vibe towards the end, where people formed two lines and were given microphones to ask Elon questions.  That portion starts at 51 minutes into the video, and it was delightful to experience.  A total of nine lucky people had the chance to comment, suggest, and or ask Elon a question. 

The last question was by a young man who said he simply wanted to thank Elon for everything he has done for the earth and the community and ask, aside from working for Tesla, being a shareholder, or purchasing a Tesla, how can the masses help push your vision? Elon replied,

“Well I think just generally encouraging sustainable energy and being supportive of that, I think is really helpful.

I say, you’re doing great so far! Without your support, Tesla wouldn’t be where it is.

Its people like yourself, and everyone in this room and out there and the 3 million people who bought our cars, and the millions who have gotten solar, that all really helps make the world a better place for the future. 

I’d like to sort of convey a message about optimism about the future. If we work really hard to accelerate sustainable energy and sustainable transport, the future will be good!

Just make sure people know that, I’m not suggesting complacency at all, I’m literally saying, if we work hard towards a sustainable future, we will achieve it!

And the future is bright!” – Elon Musk

CONCLUSION

5 Takeaways

  • Tesla goes above and beyond to show appreciation to shareholders, the Cyber Roundup was a unique event that was well planned out and a delight to attend in person.
  • Elon Musk is advancing the concept of a giant cybernetic collective, saying, “the factory is just an enormous cybernetic collective of humans and machines and software, and the better that software is, the better that cybernetic collective works.” 
  • Once again, Elon asked for people talented in the field of AI to consider applying to work at Tesla. Elon also said, “I think we’re solving an important part of AI, and one that can ultimately save millions of lives and prevent tens of millions of serious injuries by driving an order of magnitude safer than people.”
  • The exciting news about Cybertruck was that the production equipment will be installed in the next couple of months. About Optimus, Elon said it, “will turn the whole notion of what an economy is on its head.  The point at which you have no shortage of labor.”
  • Finally,  Elon thanked all of Tesla’s customers and shared a positive message about the future, “I’d like to sort of convey a message about optimism about the future. If we work really hard to accelerate sustainable energy and sustainable transport, the future will be good!”

As a Tesla shareholder, you can become involved by voting.  Tesla has shared information about how you can vote on their website. 

Tesla Investor Relations has shared that the new Tesla Shareholder Platform has been launched.  You can join the program to participate in Tesla events and receive updates about events by logging into your account at this link.

Tesla Semi awaits outside the doors of Gigafactory Texas, credit: the author

Article by Gail Alfar. Exclusive to What’s Up Tesla – All Rights Reserved. August 7, 2022.

Elon Musk: Discussion About Underpopulation

Gail Alfar27 Comments

With the hot weather we are having this summer, why not grab a cold beverage, and join me to soak in what I think might be Elon Musk’s “first principles” approach to addressing today’s declining birthrate?

A Model S Family in S. Korea. Credit: Tesla

Historically, Being Wealthy Has Led to Having Fewer Kids

Elon Musk was asked about the declining birthrate on Johnna Crider’s podcast. 

Elon said,

“The declining birthrate is somewhat counterintuitive, but generally, the wealthier someone is, the fewer kids they have. 

I’m an exception, but it’s quite rare.  Basically, the higher the education level and the wealthier people are, the fewer kids they have. 

So it’s not a money thing.  In fact, it seems the opposite, like the more money that someone has, the fewer kids they have. 

Somebody who is living as the 2022 standard for the poverty level would be really, I mean they have access to things that the richest person didn’t have 100 years ago.”  

Population COLLAPSE is Coming. Credit: After Skool, see https://youtu.be/zC1khWr7wg8

Elon’s approach: Correcting the false perception that there are too many people

Johnna asked, “Do you have any other thoughts or ideas on how to reverse population decline?”

“The population decline problem, I think is possibly the biggest risk to civilization or its certainly one of the biggest risks. 

First of all, a lot of people think that there’s too many humans on the planet and the planet can’t sustain this number of humans.  This is absolutely not true. 

We could double the population without any meaningful damage to the environment. You can put all the humans on earth in the city of New York.  That’s the cross-sectional area of humans. They could literally fit in the city of New York on one floor, you don’t even need high-rises.  And if you’re on a plane flight and you look down and you say, “what percentage of the time, if I were to drop a ball, would that ball hit a person?”  Basically zero.

Even in a city like LA, where we think, “oh, that’s a crowded city,” looking at it from above, what’s the cross-sectional area of humans relative to the rest of the ground?”  It’s much less than 1%, even in LA. 

So if you’re in a big city environment and you see a lot of people you sort of extrapolate that to everywhere, but it’s actually very rare to see a concentration of humans. 

Earth is very sparsely populated with humans.  There’s not enough humans, far from being too many.  I think people are still sort of operating on the assumption that the population is growing like crazy when in fact the opposite is occurring.  These numbers are easy to look up, they’re just on the internet.  We had the lowest birthrate in recorded history last year.” – Elon Musk

“Far too many people are under the illusion that Earth is overpopulated, even though birth rate trends are so obviously headed to population collapse” – Elon Musk

False perceptions persist that fewer kids are better for the earth’s environment. Credit: Elon Musk on After Skool’s video “Population COLLAPSE is Coming.”

Supporting Families at Tesla, SpaceX, Neuralink and The Boring Co.

In addition to being very vocal about underpopulation, Elon Musk is making sure families get needed financial support at all four of his companies. The Musk Foundation is also now tasked with donating directly to families.

“Kids are worth it if at all possible. I’m planning to increase childcare benefits at my companies significantly. Hopefully, other companies do same. Also, Musk Foundation plans to donate directly to families. Hopefully, details to be announced next month.” – Elon Musk

(article update, July 12) Elon Musk responded on Twitter to this article, saying “Children are essential to the future.” His comment led to over 2000 people giving their opinions on underpopulation.

Conclusion

Elon Musk carefully explains that wealthier people have fewer kids.  In a sense, even people living at the 2022 poverty level are better off than wealthier people in times past. 

Oddly, this counterintuitive situation has parallelled a lower overall birthrate.

There are hundreds of millions of people in the world who lack literacy and/or access to the internet, but for those who do have it, you can learn almost anything online.

When asked if he has any other thoughts or ideas on how to reverse population decline, Elon Musk uses the first-principles approach in correcting the false notion that there are too many humans on the planet for the earth to sustain, “I think people are still sort of operating on the assumption that the population is growing like crazy when in fact the opposite is occurring.”

Finally, Elon Musk has directed both the Musk Foundation and his companies to directly support families with children.

My thoughts

Most people are surprised to find out I have 5 kids. I do, and they are all amazing! After we had our 5th, my husband and I wanted more. My husband’s logic was that the USA is wealthier than most countries and he liked my parenting style. Kids really DO grow up fast, making parenting easier and less of a challenge than I once thought.

I think first-principle thinking can be applied to population collapse.  Here are a few of my observations:

  • Raise awareness that population decline is a real problem, in the process people, will stop thinking that there are too many people
    • After Skool created a great education video featuring Elon Musk, Chamath Palihapitiya, Dr. Shanna Swan, Jodan B. Peterson, Chris Williamson, and Dave Chappelle, you can view it on Youtube
  • Change the fact that wealthier people have less kids.  As world literacy and education and internet connectivity rise, this will become more important
  • The Tesla Optimus Bot can help relieve the difficulty we will face with too few young people to care for older people
  • Optimus can also perform tedious jobs that people find unattractive

Though it may be inevitable that we will experience population collapse, we as a society can still work towards lessening the severity of it.  We can work towards correcting misunderstandings about it. Companies can increase childcare benefits, encouraging and supporting their families.

What are your thoughts on this topic? Do you agree with Elon Musk?

Downtown Austin, Texas at night. Credit: David Gallentino on Unsplash

In addition to solving the problem of underpopulation, Elon Musk said, “I want to do everything we can to maximize the use of technology to help achieve a better future for humanity. To that end, any area that contributes to a sustainable future is worthy of our investment.” You can read more about this in my article, “Read Elon Musk’s essay on technology for a better future.”

Gail Alfar. Exclusive to What’s Up Tesla – This blog post was created utilizing STARLINK satellite services. All Rights Reserved. July 9, 2022

Header photo by Tyler Nicks on Unsplash

Elon Musk: This is Part of Master Plan Part 3

Gail Alfar9 Comments

Welcome back to What’s Up Tesla! I’m celebrating today with you the fantastic opportunity I had to meet Elon Musk at Gigafactory Texas this past week.  I was invited to be present during Johnna Crider’s interview for her podcast, “Getting Stoned: Interview With Elon Musk.” So let’s have a slice of Pecan Pie, and enjoy! 

Elon Musk explained details about Master Plan Part 3 and making sure the power stays on in an easy-to-understand way. I am excited to share his words with you in this article!

3 Pillars to a Sustainable Energy Future

In the interview, Elon Musk said

“There are three pillars to a sustainable energy future. 

One is electric transport, the other is sustainable power generation, primarily through solar and wind, and then the third is stationary battery energy storage because the sun doesn’t shine all the time and the wind doesn’t blow all the time. 

You’ve got to store the energy while the sun is shining and the wind is blowing in the stationary batteries and then those batteries provide power to the grid. 

We can have a fully sustainable energy earth just with those three things. 

Tesla is working on all those three things.”

“There are three pillars to a sustainable energy future.” – Elon Musk

“The stationary battery part is a big deal and we are ramping that up. 

It’s going to be a very big part of our business long term.  It’s a very important part of the total energy solution for earth. 

Our estimate is that you need about 300 Terawatt hours of energy storage or 300,000 Gigawatt hours.  Other people may come up with different numbers but in order to fully transition the earth including all electricity, transport and heating, I think it’s probably around that number. 

So, that’s a lot of batteries that need to get made.  And if you assume a battery life, before it gets recycled, of 20 years roughly, then you need 15 Terawatt hours a year of annual production at steady state.  So, 15,000 Gigawatt hours a year.

Our current production is much less than that.  I think we might be approaching 1000 Gigawatt hours or thereabouts at this point.”

Giga Texas Battery Cell Production [credit: Tesla]

Master Plan Part 3

“And this is like my, sort of, my Masterplan Part 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.”

100% Renewable Multi-Customer Microgrid Is Now Operational at PG&E credit: PG&E

In response to Johnna’s comment that the weakest part of Texas is the grid, and here comes Tesla trying to strengthen that weakest part, Elon replied

“The batteries are helpful even without sustainable energy because they can sort of load balance the grid so if you have power spikes the batteries can absorb the power spike. 

If it dips or there’s a drop in power or an increase in power, like power fluctuations, the batteries can smooth it out. 

And so the Tesla Megapack and Powerwalls and stuff can be really helpful for stabilizing the grid even in the absence of sustainable energy.”

Making Sure the Power Stays on in Texas

I asked Elon Musk if he could talk a little about Distributed Energy Resources [DERs] and if Gigafactory Texas could be protected in the event of an emergency, Elon replied,

“Well, I think this is going to be in terms of batteries, a combination of large batteries, sort of utility-scale batteries with very big installations. 
Like we just did a big thing with PG&E at Moss Landing in California which is going to be very important for maintaining power in California.  There is a number of other installations happening. 
And then at the local level, you’ve got the Powerwalls that collectively can stabilize the grid within a neighborhood. 
So, the combination of centralized batteries with Megapack and distributed batteries at homes and businesses with powerwall working together can have a very positive effect in making sure the power stays on.” – Elon Musk

Tesla Megapacks at Moss Landing with PG&E [credit PG&E]

I stated that I think it brings people hope when we think about how much people depend on energy for just about everything.  Elon replied,

Absolutely, energy is the foundation of the economy.  Civilization would crumble immediately if we didn’t have it.  There would be mass starvation. Terrible. – Elon Musk

Conclusion

Elon Musk wastes no time explaining that Tesla is working on the three pillars to a sustainable energy future. These are electric transport, sustainable power generation, and stationary battery energy storage. Elon’s Master Plan Part 3 aims to quickly solve the problem of how to get to a sustainable energy economy. Elon said, “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.” Energy is the foundation of the economy. Elon stated, “the combination of centralized batteries with Megapack and distributed batteries at homes and businesses with powerwall working together can have a very positive effect in making sure the power stays on.”

My thoughts

My impression of Elon Musk is that he’s extremely focused and dedicated. His attitude was one of genuine kindness and enthusiasm about doing the interview. Several times he also expressed a sense of urgency about wanting to get to work with the Tesla Team at Giga Texas that day.

The conference room the interview was in gives you a floor-to-ceiling view of the inside of the gigafactory [see below]. Factory sounds were present, including Model Y horns beeping beyond the glass. We are all a witness to the beginning of something very big. Gigafactory Texas will soon produce an unprecedented number of Model Y, batteries, and Cybertrucks at a steady, fast pace.

Many people are interested in learning more about energy storage, so to have the chance to ask Elon a question about Distributed Energy Resources [DERs] and keeping Gigafactory Texas’ power on was a real honor!

What would you ask Elon Musk if you had the chance?

Gigafactory Texas as seen from the interview conference room. [credit Gail Alfar, All Rights Reserved, June 25, 2022]

Want to read more excellent articles? I suggest…

You can subscribe to this blog here, and you can listen to the entire interview with Elon Musk here and on Spotify or Apple Podcasts. 

Gail Alfar. Exclusive to What’s Up Tesla – This blog post was created utilizing STARLINK satellite services. All Rights Reserved. July 3, 2022

Energy Reliability from Big Batteries for Texas and Beyond

Gail Alfar21 Comments

Welcome back to my blog. I am excited to write about Tesla Energy. This week I was honored to host Johnna Crider in Austin when she was here to interview Elon Musk for her podcast, “Getting Stoned.” She invited me along, and even let me ask questions to Elon Musk about Tesla Energy. I will share more about that in the future after she releases her podcast. In this article, I will give a little background on the developments related to Tesla Energy in Texas.   In November 2021, Elon Musk said, 

“Tesla Megapack batteries will help stabilize the grid this winter” – Elon Musk

Tesla Working with ERCOT at Full Speed

Arushi Sharma Frank, US Energy Markets Policy Lead at Tesla, spoke about something few people know. Tesla has been working successfully for nearly three years with ERCOT. Here is part of what she said in public comments to the ERCOT Board of Directors on June 21, 2022.  Arushi said,

"Tesla has been working with ERCOT in Texas to support its efforts to improve the resiliency and innovation of the grid. 

In 2020 Tesla approached ERCOT for the first time to come up with the language in the nodal protocols that will allow Tesla Megapack to interconnect in the state. 

We participated and collaborated with all stakeholders, utilities, independent generators, the consumer segment, and the whole group, and within a year we were able to pass changes that allowed a 100 Megawatt battery to interconnect timely the following summer.

For perspective, this was just a few months after storm Uri when the battery went live in June ... and support the grid immediately the next summer. 

The one-year time period is incredible.

There is no other market where I think our company or any other company could change market rules, implement them and interconnect a 100 Megawatt battery in one year.

That was an incredible success! I want to make sure that everybody knows that it is an incredible precedent and that precedent must continue in how ERCOT addresses and how stakeholders address innovation in this market.  

In 2021 Tesla sponsored another NPRR [Nodal Protocol Revision Request] which is happily on your agenda today as unanimously supported by the Technical Advisory Committee.  

That is NPRR 1100. We came up with NPRR 1100 in its infancy when we realized that we had the ability to build another large battery on land that is contiguous with the Gigafactory Texas and we had more than one use case for how that battery could be used.”
Gigafactory Texas Solar Roof spells TESLA June 23, 2022 Credit Jeff Roberts

Arushi explained that in the simplest case, the big battery can participate for its full nameplate value in the energy and ancillary services market and provide grid reliability services. 

In another case, she explained,

“If the substation or the connection to the grid is down, and the battery just cannot get its energy out to the system, the battery could still be used and be connected locally as a microgrid to another load to help that load with its operations,”  or to put it another way, when the grid is in a crisis and a substation is down and the load can’t get power from anywhere else, NPRR 1100 will allow that battery to provide that power. 

In the case of Gigafactory Texas, Arushi explained that NPRR 1100 would allow the gigafactory to receive backup power for some functions such as the safe shutdown of critical equipment if there was a grid failure impacting the electric substation.

Protecting People and Businesses in the next Critical Emergency

I interpret that what Tesla is offering to the grid will help protect people and businesses in the next critical emergency.  Arushi explains it this way,

“The reason this NPRR is so important is that it creates a brand new value proposition for large batteries which could be essential to a lot of large critical loads in the state. 

Think hospitals, think companies that make toilet paper, think anything that can suffer from a grid emergency and allow those companies to enter into contracts with developers of large batteries, and that contract is still economic for the developer, because on a good day they can participate in the market and get that value from the ERCOT but on a bad day they can turn around and use that large capacity the system to support safe operations at a very large facility.  We're talking facilities with loads of 50 to 100 megawatts.

DERs [Distributed Energy Resources]

The Texas grid can become even more stable with the help of individual powerwall owners’ contributions. Arushi explained Tesla’s next step,

“I want to end it by talking about Tesla’s next initiative, and that is something you’ve heard about in the news I’m sure, as well as from ERCOT directly - and that is figuring out the reliability of the distributed energy system. Tesla’s first initiative in 2020 was about Tesla participating as an independent generator in the market. Tesla’s second initiative was about Tesla participating as an industrial consumer in this market. 

This initiative is about Tesla’s customers.  And it is also about the retail energy offer that Tesla can bring to this market that relies primarily on the reliability and the innovation that is waiting on the distributed system, to the tune of gigawatts.

It is going to be a lot of work and we know it is because DER  [Distributed energy resources] integration has taken work in every market. It is probably going to take three or four years. 

But the efforts that Tesla has led over the past year not only speed things up but will allow this market to dip its toe in the water and do so by using private companies like us to take the front load of the efforts to support the studies that are needed to change the system for the better.

If the board has questions or if you believe the ERCOT staff should be working on these specific issues we would love the board's support and the public support to unlock this next step of resiliency on the grid. Thank you.”
Tesla Powerwall as a DER, Credit Tesla 2021 Impact Report

You can listen to Arushi Sharma Frank’s comments at the Texas Public Utility Council Board meeting here.

A brief summary and my thoughts

Tesla is ramping up its participation in strengthening the Texas grid with big batteries, and soon with DERs that include powerwalls from Tesla customers. Tesla has already helped support the grid, and has done it faster than expected. We depend on power all the time, for our devices, our apartments, food storage, and just about everything.  Power requirements are increasing, not decreasing. All people, globally, will one day rely on energy stored in giant batteries.

Here are two ways you can support these efforts, and you do not need to own a Tesla or Powerwalls to do it.

  • Send an email to your state’s utility commission or power provider expressing your support for a strong energy grid based on battery storage. 
  • Take the opportunity to learn about Virtual Power Plants and Distributed Energy Resources.  

Here is a link to information about Tesla Powerpack [Utility and Business Energy Storage]

Link to learn about Tesla Energy Plan, Australia’s Largest Virtual Power Plant

Photo by Tomek Baginski on Unsplash

I would love to share a few more interesting articles with you that relate to Tesla Energy!

Subscribe to this blog here!

Gail Alfar [Edited by Sarah Alfar] Exclusive to What’s Up Tesla – This blogpost was created utilizing STARLINK satellite services. All Rights Reserved. June 26, 2022

A white Tesla charges up at Superchargers

Breaking down Tesla’s 6+ businesses, comparing them to a traditional car company

Gail Alfar7 Comments

Welcome back to my blog, I hope you’ll enjoy this week’s post. I am sharing part of Elon Musk‘s words from the All-In Summit on May 16, 2022. The reason I’m focusing on this in today’s post is that I believe Elon explains what Tesla is in an easy-to-understand way. We are all transitioning away from fossil fuels and into a clean energy future involving solar, wind, battery storage, and electric vehicles.

I believe that after reading this you will be inspired to see the future in a more positive way. So find a cool spot, grab an iced beverage, and enjoy!

A white Tesla charges up at Superchargers
Tesla Supercharging Network [Credit: Tesla]

When Elon Musk spoke at the All-In Summit on May 16, he detailed how Tesla is 6+ businesses. Below is Elon’s response to the question: Could you just explain to people all these companies inside this super-company just so folks have a sense of what had to be done to get here? 

"Okay, I mean this question requires thought and I’ll probably be leaving out quite a few things but if you look and see what does a typical car company do, what they do is they assemble vehicles and they send them to dealers and they manage the supply chain. They might make the engine, they typically will make the engine but most of the parts are made by suppliers and a lot of the actual technology development is done by suppliers, and most of the vehicle software is done by suppliers, so the actual amount of a real work done by car companies - what you think of as GM or Ford - is not actually that much. They don’t do sales, they don’t do service."  

Tesla Sales, Service, Supercharging Network

"So in the case of Tesla for example we do our own sales and service. We don’t have dealerships. Tesla also has by far the biggest network of superchargers, the electric equivalent of gas stations.  We built the entire global supercharger network, which is still the most advanced and by far the best way to charge your car when traveling long distances or if you live in a city and don’t have the ability to charge your car because of street parking or an apartment. We developed the Supercharger network, and we deployed it I think we have around 15,000 superchargers globally.  You can travel anywhere in America right now with the Tesla supercharger network."

Tesla Vertical Integration

"In terms of vertical integration, we make the battery pack, and the power electronics, the drive unit.  We are more integrated into the parts, we actually make so much of the car internally, we’re vertically integrated, not necessarily because we think that there is some religious reason to be vertically integrated, but because the pace we needed to move is much faster than the supply chain could move.  To the degree that you inherit the legacy supply chain, you inherit the legacy constraints including their speed, cost, and technology."

Tesla Software, Hardware, Artificial Intelligence

"Tesla is as much a software company as it is a hardware company.  The software that runs in a Tesla operates the car, operates the screen, does the charging, and all of that stuff is developed by Tesla. And so we have sort of a ‘Tesla OS’ in the car." 

“Very importantly, Tesla has built an autopilot AI team from scratch that is the best real-world AI team on earth and if anyone else has got a better one I’d like to see it demonstrated in a car.” 

"The full self-driving beta at this point very often can take you with zero interventions across the Bay Area from San Jose to Marin so through complex traffic it’s really quite sophisticated and I invite anyone to join the beta or look at the videos of those who are in the beta.  We’ve got like 100,000 people in the beta so it's not tiny.  We’ll be expanding the beta to about a million people or on that order by the end of the year."  

Tesla Chip Team

"We also built a chip team because there wasn’t the hardware that we could run the friggin AI on. We couldn’t just fill the trunk with a whole bunch of GPUs.  That would’ve been very expensive and take massive amounts of power and cooling just to do what Tesla designed full self-driving computer can do." 

“We started chip team from scratch and it was the best in the world and still is the best in the world several years later.”

Tesla Dojo Supercomputer

"We’re also designing a dojo supercomputer to be able to process all video that's coming in from billions of miles of data, because, just sort of like the way that its critical to compete with Google because they have so much data and they have all the people doing searches all the time and humanity is training it.  The same is true of Tesla.  You really need billions of miles and ultimately tens of billions of miles of training data combined with sort of a vast training computer and then optimize inference hardware in the car and state of the art AI in training, and specialized software across-the-board to be able to achieve a full self-driving solution."  

Tesla Insurance

"Insurance is quite significant.  The car insurance thing is a bigger deal than it may seem.  A lot of people are paying 30% to 40% as much as their lease payment for the car in car insurance.  The car insurance industry is incredibly inefficient because to put it this way, you’ve got so many middle entities from the insurance agent all the way to the final set of reinsures each taking a cut."  

“The car insurance thing is a bigger deal than it may seem.”

"It's all very statistical so that even if you are a very good driver, you could be like 20 years old and a great driver but it's all statistical so you either can’t get insurance or it's extremely expensive.  Tesla allows for real-time insurance based on how you actually drive the car.  If you drive the car in a safer way you actually have lower insurance.  So our insurance is based on how you actually drive not how historically people fit your demographic drive and you close the loop around your insurance rate by simply driving better and looking at your score and lowering your insurance in real-time and people do it.   It actually promotes safer driving."

A Brief Summary

Elon Musk highlighted why Tesla is unlike any other company involved in vehicle production.  He spoke about the importance of Tesla Sales, Service, and the Global Supercharging Network.  Tesla’s vertical integration model, as well as Tesla Software, Tesla Hardware, Chip Team, and Tesla AI are unprecedented.  Tesla’s Dojo Supercomputer work will serve to usher in an age of vehicle autonomy.  Tesla Insurance is also an integral part of why Tesla is so unique.  The insurance allows for younger (and also older) drivers a rate based on how they actually drive.  The All-In Summit was a good opportunity for people to hear Elon speak, and to consider being “all-in” for Tesla!

The All-In Summit was hosted by Chamath Palihapitiya, jason@calacanis.com, David Sacks, and David Friedberg. You can follow Jason Calacanis on Twitter and be one of his Besties!

Elon Musk talks at All-In Summit. [Photo credit: Juilian Hosp]

When I bought my Model 3 in 2019, I joined a community of many people who love Tesla. Every time I drive my Tesla around my hometown Austin, Texas, I’m reminded of the extraordinary effort that is put into making Tesla succeed. In January 2022, I started this blog to write positive things about Tesla and Elon Musk. I’m thankful to Johnna Crider for supporting and encouraging me to start this blog. 

You can read more about Tesla Insurance here and you can read about how Tesla owners feel about full self-driving here. Thank you!  

Gail Alfar, [Edited by Sarah Alfar] Exclusive to What’s Up Tesla – All Rights Reserved. May 21, 2022

A White Model 3 drives through the forest

Enjoying Tesla Autonomy

Gail Alfar5 Comments
White Model 3 [credit: Caleb]

Speed and handling were what originally pulled me into ordering a Tesla in 2019. Tesla Autonomy unexpectedly won my heart the day after I took delivery of my Model 3. I am part of a large group of delighted Tesla owners.

Autonomy Makes Traveling Safer

What makes a road trip more fun? Tesla Autopilot definitely does! Freeway driving is also safer when there are eight cameras looking out for your family’s safety. Michael from Boston explains,

“We took a road trip from Boston to Niagara Falls, 9 hours each way, to test out the Tesla Supercharger network and it was a great family experience. Planning our charging stops almost felt like back in the day when you’d plan a road trip with a huge unfolding paper map. We watched Mr. Beast YouTube videos with my kids at a stop or had dinner at the next. In the last hours of a long drive, Autopilot was an extra layer of safety.”

Tesla FSD takes owning a Tesla to the next level

Dylan shares FSDbeta visualization on Twitter, [credit: Dylan]

People with FSD beta in their Teslas often feel like they are living in the future. One owner, Corey who drives his Tesla for Uber, says

“Hop in the car with a nice coffee, click anywhere on the map, and click ‘Navigate.’ This works for me many times now at night. This is close to the future we dream of. I can’t wait till all my friends and family have a Tesla. There is no better product out there. This is what changes the entire equation: Once you drive a Tesla, you’ll literally never want to drive anything else. Doing Uber in the Tesla sells people on the car itself which gets more Teslas in my community which is a net benefit for all!”

Tesla Full-Self Driving

FSD Beta has improved over the past 6 months. Caleb told me that using this autonomous software in his Tesla has been such a unique experience and it makes him excited for the future!

“It puts a smile on my face every time I get in it because it is so thoughtfully designed. It’s so much fun to drive.”

A great example and explanation of Full Self Driving beta are made in this 10-minute video by Whole Mars Catalog here. Whole Mars asks the car to take him to different places in the video, “Director’s Commentary on FSD Beta 10.11.2.”

Another Tesla owner is wild over FSD beta!

Tesla owner, Marc Benton, shared his impressions of his first drive using FSD beta,

It is mind-blowing in the sense that this car is driving itself with just cameras because I think back just three years ago when I first started driving with autopilot when I first started using autopilot my mind was blown, it was truly blown because I could not believe a car was navigating in the lane.

You look where we’ve come now the car is reading the turn signal, it’s making a turn, it’s staying in the lane. Thats how I would turn!

“Wide-angle skyscraper pictures through Tesla glass roofs are the best!” Caleb’s photo in downtown Columbus, Ohio through the Tesla glass roof & Caleb’s white Model 3 is the featured image in this article [credit: Caleb]

My thoughts

Driving my Model 3 has been exceptionally enjoyable because of its ever-improving autonomous features. Tesla is the only company pioneering truly autonomous driving.

Interested in why Tesla is so good for our world? You can view the Tesla 2021 Impact Report here.

Want to read more excellent articles? I suggest…

Boats at night on Austin’s Ladybird Lake by Ryan Magsino on Unsplash

Gail Alfar [edited by Sarah Alfar], Exclusive to What’s Up Tesla – May 14, 2022 –  All Rights Reserved

Cyber Rodeo Anthology Part #3: Body and Paint [multi-part series]

Gail Alfar3 Comments
Elon Musk with Black Original Roadster at Giga Texas’ Cyber Rodeo on April 7, 2022 [credit Josh West]

A few days ago Tesla released a video that featured the Giga Texas Cyber Rodeo and it included these words from Elon Musk,

“When we first started out at Tesla, I thought optimistically there was a 10% chance of succeeding, and here we are today, damn!

“We are really entering a new phase of Tesla’s future, with six giant factories around the world, and scaling to extreme size, as you can see from this building, it’s not small.

“This is the machine that builds the machine, and it’s the latest version of the machine that builds the machine. I’ve said it before, that the factory is the product. You know, prototypes require imagination, and they’re not easy, but relative to production, prototypes are easy. Production is hard.

“And this building is the most advanced car factory that earth has ever seen.

 

 

Cyber Rodeo was a wonderful Celebration!

Cyber Rodeo was a celebration of the opening of Giga Texas, the most advanced car factory in the world today. When I walked up the entrance stairs into Giga Texas on April 7, what impressed me was that Tesla made a complex manufacturing process look simple. So, I created this three part article series, in the hopes that it will help in understanding Giga Texas.

Tesla builds one car body every 45 seconds

Model Y body in white will head to the paint shop [credit: Tesla Q1 2022 Update]

At the Cyber Rodeo, Tesla explained,

Giga Texas has the highest capacity line for building the car body that Tesla has ever built.

Robots conduct highly precise and rapid movements in an extremely dense space.

Tesla can build one car body every 45 seconds.

This is twice as many vehicles per week compared to previous lines that took up much more space.

 

Giga Texas’ Paint Shop is Optimized for Speed & Scalability

Model Y Paint Shop at Giga Texas [credit: Tesla Q4 2021 Shareholder’s Deck]

At Cyber Rodeo, the paint shop was explained,

Tesla’s paint shop is at the center of a highly integrated manufacturing process.

Tesla has reduced time and space between each step

The paint shop is designed and optimized for speed and scalability

The paint shop is nearly 10% denser, requiring fewer vehicle turns than current lines

Layers of paint that are thinner than a human hair form a colorful skin to protect the Model Y

 

Walking around the Gigafactory

Tesla allowed visitors to walk along the manufacturing line at Cyber Rodeo on April 7, 2022 [credit: Gail Alfar]

Cyber Rodeo was an opportunity to explore most of the robotic assembly areas. This experience was explained by Chris Anderson of TED Talks, who also interviewed Elon Musk at the gigafactory. Chris said,

This is Elon Musk‘s famous machine that builds machine and his view, the secret to a sustainable future!

Its not just making an electric car its making a system that churns out huge numbers of electric cars with a margin so that they can fund further growth.

 

You can watch Chris’ full interview of Elon Musk at Giga Texas here [recorded on April 6, 2022].

Tesla Thanks Supporters

Since 2003, Tesla employees have defied the odds by accomplishing what others have deemed impossible. By working from first-principles and ignoring bureaucratic conventions, the Tesla team has come together in an effort to accomplish our global mission of accelerating the transition to sustainable energy. We’ve been supported by thousands of fans and customers along the way. Thank you all for believing in us.

 

My thoughts

Elon Musk was not exaggerating when he said, “And this building is the most advanced car factory that earth has ever seen.” According to my estimation after I discussed with Joe Tegtmeyer, [he has documented progress since the beginning], Cyber Rodeo likely only included 1/3 of just one of four floors of Giga Texas. I think the gigafactory will exceed production expectations because of its size and ability to adapt fast. I like that the Model Y is such a fun car, as this makes the transition to all-electric vehicles enjoyable. Thanks to Elon Musks’ vision, Tesla cars make people happy and joyous. I love this quote from Elon Musk,

What really gets me excited is when people experience delight with the product. I don’t think there are all that many things where you really experience delight and if you can make the product good enough that it far exceeds peoples expectations, I think that’s amazing.

 

The Tesla Cyber Rodeo inspired me to create this series. Part #1 shows details on how Giga Texas makes front and rear castings and seats.  Part #2 explains how Tesla builds batteries into assemblies to form a structural pack to connect the front to the rear casting. Thank you for reading the final part of my series and for being an amazing supporter of Tesla and Elon Musk!

Photo of Austin, Texas by Carlos Alfonso on Unsplash

Gail Alfar [edited by Sarah Alfar], Exclusive to What’s Up Tesla – May 1, 2022 –  All Rights Reserved

 

Cyber Rodeo Anthology Part #2: Battery Assembly and Structural Pack [multi-part series]

Gail Alfar7 Comments
Cyber Rodeo Photo Credit: Tesla

Welcome to Cyber Rodeo Anthology, Part #2. Why not slow down and fix a nice snack, sit for a while and join me to understand better what goes into making a Tesla!

Part #1 of this series showed details on how Giga Texas makes front and rear castings and seats.  Part #2 is about how Tesla builds batteries into assemblies to form a structural pack to connect the front to the rear casting. Only Tesla does this, and they only do it with the Model Y so far.

The rodeo took place on April 7, 2022, at Tesla HQ on 1 Tesla Road, Austin, Texas, and showcased almost all aspects of how Elon Musk is mass-producing electric vehicles. The rodeo was unique and used colors, light, and music. Employees were available to explain different aspects of the manufacturing process.

Tesla Builds 4680 Batteries into the Structural Pack

Tesla builds 4680 batteries [left and center], which then form part of the structural pack, right. [Photo credit @GerberKawasaki]

Batteries are first built, then they are connected together in strings, as shown above, next they move to form the inner strength of the structural pack as seen above on the right. All of this work is done by robots.

Battery and Subframe Marraige

Battery and Subframe Marriage takes one simple step at Gigafactory Texas [Photo Credit @DirtyTesla ]

Tesla uses the structural pack as shown above, as the floor. They simultaneously install the front and rear subframe assemblies with the batteries, seats, and interior trimmings. This saves time, space, and resources, making assembly processes on the rest of the line more efficient and ergonomic.

Meet the 4680 Batteries

Tesla 4680 Batteries [above] have 5x greater energy capacity than other batteries. This makes manufacturing a vehicle easier for Tesla. Tesla vehicles are always getting better, and most of those differences are subtle ones from one car generation to the next. As a Tesla owner, I won’t need to be concerned about which battery type lies underneath my drive. The vehicle’s software has the capacity to come close to matching my vehicle’s function to most newer ones.

Battery assembly explained at Gigafactory Texas [Photo Credit @DirtyTesla ].

At the rodeo, Tesla explained that Battery Assembly goes from raw to ready in this way,

Made at Gigafactory Texas, our new 4680 lowers the cost per kilowatt hour. We have everything we need under one roof to produce and assemble the first high volume structural battery pack using our fully integrated process. The structural pack greatly reduces the number of parts used in both the battery pack and the car, allowing our pack manufacturing line to be less than half the size of previous factories.

TESLA

Safety is #1 for Tesla

Seats attach directly to the structural pack [Photo credit of SEATS ON PACK Sawyer Merritt].

Many things are happening at once to create a Model Y at Giga Texas. The above picture shows the seats attached directly to the structural [battery] pack.

Giga Texas Construction [Credit Tesla]

My thoughts

The more I reflect on the Tesla Cyber Rodeo experience, the more I think of the gigafactory in terms of 3D engineering. So, while one part of the Model Y is being built in one part of the gigafactory, many other parts of the same car are being built in other parts of the enormous building. In this way, the parts converge together to create Model Y. No other manufacturing system compares to this.

Thank you for reading this article, it is the 2nd in a multi-part series I am writing titled ‘Cyber Rodeo Anthology.’ I know you are here because you believe in the mission of Tesla. Thank you for your role in helping our world be a better place!

Read the rest of this three-part series here:

If you want to know more about Tesla, check out their recent feature on Giga Texas about jobs and more here. Tesla Quarter One 2022 Shareholder’s Deck is here.

Gail Alfar [edited by Sarah Alfar], Exclusive to What’s Up Tesla – April 23, 2022 –  All Rights Reserved

Cyber Rodeo Anthology Part #1: Casting and Seats [multi-part series]

Gail Alfar7 Comments

Welcome back to my blog and to Part #1 of Cyber Rodeo Anthology.

Cyber Rodeo took place on April 7, 2022, at Tesla Gigafactory Texas. The rodeo showcased all aspects of how Tesla is mass-producing electric vehicles in order to accelerate the transition to sustainable energy. Using color, lights, music, and the help of Tesla’s expert employees, different aspects of the gigafactory were presented in a truly unique way.

Cyber Rodeo marked the opening of Giga Texas, and thus it is a very important historical event. For that reason, I am creating a multi-part series of articles and will publish them over the coming weeks.

Tesla provided this map for the event, as you can see, there are a lot of areas to be covered between Entry 1 and Entry 3. The yellow pathway that held the exhibits was probably about 1/3 a mile long.

Map of Cyber Rodeo exhibits [courtesy: Tesla]

Casting Exhibit: Manufacturing is Beautiful

The rodeo gave the gigapresses the royal treatment. They are gigantic and produce what could be Tesla’s most innovative manufacturing feat ever. They create front and rear castings simultaneously for Model Y at the rate of 0.13 seconds per casting or 130 milliseconds. In fact, they created so many castings that they were used throughout the gigafactory for other purposes, as I’ll share later.

Gigafactory Texas Casting photo by @Brandonee916, April 7, 2022

The above exhibit is an example of a Model Y rear casting. What once took over 70 parts laboriously put together, Tesla has condensed into just one part.

Gigafactory Texas Casting photo by G. Alfar, April 7, 2022

The two largest parts of an Austin-made Model Y, the front and rear casting are produced by injecting 700° C molten aluminum into a high-pressure die-cast mold that is clamped shut with 6,100 tons of force. It is filled with liquid metal in just 130 milliseconds, producing a durable shape and giving each car body its strength. This process has left Tesla with 168 fewer parts to assemble and a much more efficient casting process for the car.

During a casting, giant heat release conduits and valves are used to make sure pressure is perfect and heat is released in a precisely measured way. When inspecting the vertices that the aluminum is fed into, employees wear protective space-like suits to ensure safety from the radiant heat of the molten metal used for the castings.

Gigafactory Texas casting machine, photo by G. Alfar at Gigafactory Texas, April 7, 2022

At the rodeo, hundreds of additional castings were available to be used as decorations in the main entrance of the Gigafactory and throughout the building because of the speed and efficiency of this machine and Tesla’s overall manufacturing process. An employee explained that using front and rear castings in this way was a natural choice because there were so many extra ones, they needed a good place to put them!

Tesla Gigafactory main entrance Cyber Rodeo, credit: Elon Musk

Seats Exhibit: Fully Assembled at Gigafactory Texas

At Tesla, the first and second-row seats are fully assembled right at the gigafactory.

Model Y Seats assembly exhibit sign and photo by G. Alfar at Gigafactory Texas, April 7, 2022

The Tesla Model Y seat exhibit was presented in three parts. Part One shows the pretensioner, two side shields, seat buckle, suspension, sandwich, wire harness, happy basset, and ocs. Part Two reveals the Model Y seat back cover, trim, headrest, back frame, lumbar support, seat cushion, and seat frame. Part Three reveals the Tesla “T” in an incredible display of fully assembled seats.

Model Y Seats assembly exhibit photo by G. Alfar at Gigafactory Texas, April 7, 2022

A Symphony of Seats

Model Y Seat exhibit photo by G. Alfar at Gigafactory Texas, April 7, 2022

After Model Y seats are assembled and inspected, they come together as part of the structural battery as seen here. Future parts of Cyber Rodeo Anthology will go into more detail on this miracle of manufacturing.

This article is Part #1 of a multi-part series titled Cyber Rodeo Anthology. Part #2 can be found here.

My thoughts

I chose to start “Cyber Rodeo Anthology” because the opening of Giga Texas marks a major shift in mass vehicle production capabilities. I want to spend time with you to understand how this “Machine that Makes the machine” works, and it will take multiple articles to do so.

I decided to start with my favorite parts of Giga Texas: Seats and Casting.

I agree with Elon Musk that chairs are underappreciated. The seats in the Tesla are incredibly comfortable!

Front & rear simultaneous casting begins here in Texas with Model Y. This difficult process had to be created to accelerate the transition to electric vehicles.

I know you join me in having a deep respect for Elon Musk because he is doing phenomenal work to make our world a better place. Hope you enjoyed this first part!

Read the rest of this three-part series here:

Photo of Ladybird Lake in Austin by Trac Vu on Unsplash

Gail Alfar [edited by Sarah Alfar], Exclusive to What’s Up Tesla – April 16, 2022 –  All Rights Reserved

Get Ready, Elon Musk’s Magnum Opus is Coming!

Gail Alfar3 Comments

Welcome back to my blog, I hope you’ll enjoy this week’s post. I’m posting most of Elon Musk‘s remarks given on April 7, 2022 at Gigafactory Texas at Cyber Rodeo.  The reason I am solely focusing on this is that I believe Elon’s words hold a lot of value. We all want a better future, and I hope reading this will inspire you to look toward a positive future for our world.  So relax and enjoy it and get ready for Elon’s Magnum Opus! 

Elon Musk at Cyber Rodeo with first production Roadster [photo courtesy Vinny Lingham]

Below is a transcription of Elon Musk’s words at Cyber Rodeo:

Welcome, welcome to Cyber Rodeo. Are you guys having a good time? 
We’re going to talk about the past, present, and future. This is the first production car Tesla ever made. It’s where we started. We started off with a very simple car, the Tesla roadster. We manufactured this thing, believe it or not, in an old car dealership in Menlo Park, California.

We made the powertrain, Lotus made the non-powertrain portion, and we did the final assembly and check out, literally in an old car dealership in Menlo Park! And here we are today, damn! 

Elon Musk at Gigfactory Texas Cyber Rodeo
When we first started out at Tesla, I thought optimistically there was a 10% chance of succeeding. When people say car companies are dumb, I’m like “I know.” But, thanks to the incredible work of the Tesla team, over many years, we got here.

So we now have, and it shows you where we are today, we’ve got the Model S, we’ve got the Model 3, we have the Model X, we’ve got the Model Y. We’ve got the most expensive joke in the world! But we did bring sexy back! 

Elon Musk
So we’ve got cars in major vehicle segments, we’ve got residential and commercial energy products. We’ve got powerwalls, Megapacks, yes, it’s insane! Thanks to the incredible work of the Tesla team, two thirds of the electric vehicles in the United States are made by Tesla and the hard work of the Tesla team.  This is Omead (Afshar). Omead has managed the construction of the Gigafactory here, thanks Omead! 

Elon Musk anounces that Full Self Driving beta may be released to all FSD customers by end of 2022

And we have full self-driving in Beta.  Does anyone here use the full self-driving beta? Great. You can really get a feeling for how much full self-driving is going to transform society. The car will be able to take you anywhere you want. Its ultimately ten times safer than if you were driving it yourself. It’s going to completely revolutionize the world. This is one of those things that comes along very rarely. The Tesla autopilot team and AI [Artificial Intelligence] team have done an incredible job solving real-world AI. We are aiming to go to wide beta for all FSD customers in North America this year. [applause] To the moon!

Giga Texas ushers in the new phase of Tesla’s future

This is now our sixth major factory. We are now on three continents. It’s great to have two major vehicle plants in North America. So, an Austin factory, and China, and one in Europe that I was just at recently. This is going to be a huge improvement for Tesla. It’s also going to be better for your environment. You want to make the cars for where the customers are, and not put them onto ships and over the oceans. It’s going to be way better to make cars locally. We are really entering a new phase of Tesla’s future, with six giant factories around the world, and scaling to extreme size, as you can see from this building, it’s not small. And this is also Tesla’s global headquarters. 

Why Austin? Actually, I asked the Tesla team. California’s great, we’re continuing to expand in California, but we ran out of room and so we need a place where we can be really big.
And there’s no place like Texas! 

Elon Musk
Gigafactory Texas Render [credit Tesla on youtube]

Elon Musk thanks Austin, Travis County, and all the builders

Here we are, we are 10 minutes from the airport, 15 minutes from downtown, a central logistics hub, and we’ve got access to awesome talent. Thank you Austin, thank you Travis County! 

It wasn’t easy building this humongous building and getting all of this equipment here. I just cannot express enough appreciation and gratitude for the Tesla team that built Giga Texas. let’s give them a hand! We went through the deep freeze, rain, quicksand, and incredibly fast build, it was very difficult, but it’s done.

I just cannot express enough appreciation and gratitude for the Tesla team that built Giga Texas. let’s give them a hand!

Elon Musk

Giga Texas is the machine that builds the machine

I want to give you a sense of the size of this thing. It’s not small. What we have here is, if you put the building on its side, it’s taller than the Burj Khalifa, that’s to scale. It’s equivalent to three pentagons. When a building is measured in units of pentagon, you know it’s quite large! This is the largest factory building in the world by volume. How many hamsters fit in it? [yells someone in the audience] I’m glad you asked that, according to our calculations, 194 billion hamsters could fit in this building!  

This is the machine that builds the machine, and it’s the latest version of the machine that builds the machine. I’ve said it before, that the factory is the product. You know, prototypes require imagination, and they’re not easy, but relative to production, prototypes are easy. Production is hard. And this building is the most advanced car factory that earth has ever seen. Alien Technology. You know a factory is advanced if it feels like an alien dreadnought landed!  

The team is doing great work in Fremont, California, but we took a lot of lessons and learned from that. The buildings were all separate, there was a lot of movement between the buildings, Think of us like a chip, an integrated circuit. You combine everything in one package, and now this is what you get. 

This is a case of raw materials coming in one side, they get formed into a cell, they get formed into a pack, then we cast the front and rear body.  The pack itself is structural, and the outcome is a finished product. So it’s raw materials in one side, and cars out the other side.
We’re building our own battery cells, we think the most advanced cell in the world, here at Giga Texas. All the footage you see here is from this factory and we think, over time, this will be the biggest cell factory in the world. 

Revolutionary manufacturing: Making a car out of three major parts

Largest casting machine ever made [photo by Gail Alfar at Gigafactory Texas]
Another major innovation is the structural pack. So we are basically bringing into fruition the things that we said we would do. We said we would basically make the car out of three major pieces. A real body casting and a structural pack with the cells themselves carrying the load. 

Just like in airplanes where the wing is a fuel tank in wing shape, with the new Model Y architecture, the cells themselves carry the load. And that results in a car that is lighter, has a smaller number of parts, costs less, and improves the crash performance. 

Its a safety advantage too. As I was saying, its revolutionary for car manufacturing to basically make your car out of three major parts. A cast rear, a structural pack, and a cast front. 

What you are looking at is the biggest casting machine ever made [see above photo]. And it’s kind of a crazy thing to make a car this way, it’s never been done before. When we were trying to figure this out, there were six major casting manufacturers in the world. When we called all six, five said no, and one said maybe. I was like, that sounds like a “yes!”  It was a lot of effort and great ideas from the team. We’ve made the world‘s biggest casting machine work very efficiently to create and radically simplify the creation of the car.  Raw materials in, a bunch of stuff happens, and then car out. [audience screams, 'if you don’t make stuff there is no stuff']  Yes exactly, if you don’t make stuff there isn’t any stuff.
We are aiming, just with the Model Y program alone, to get to ½ million units a year and then we’re going to start manufacturing Cybertruck here next year. The Model Y line will be the highest capacity line, I think, of any line in the world. In fact, I’m confident it will be. Half a million units per year in a single factory of one product is the biggest thing in the world. Definitely, this will be the highest volume car factory in America.  

Cybertruck always looks like CGI in real life, but that is not CGI, that is an actual Cybertruck driving around. I can’t wait to have this baby in production, it’s going to be epic!  

Tesla has a long road ahead

Elon Musk explaining bar chart showing Tesla has 1% of total vehicle output in the world [cr: Tesla]
Tesla is growing at the fastest pace of any large manufacturing object in history. In twelve months, we’ve delivered over a million cars worldwide. 

Now that said, there’s still a long way to go because that red bar chart is Tesla and then the blue is global vehicles. So you can see, even though we did one million cars in the last twelve months, we’re still maybe, a little over 1% of total vehicle output in the world. We want to try to get to, I don’t know, about  20% or as much as we can, to move the needle. 

This is why scale matters. In order to make a really big difference to sustainability, we have to make a lot of cars, we have to make a lot of stationery packs, to transition the world to sustainable technology as quickly as possible.

What’s next? Futuristic Robotaxis and an Age of Abundance

Sunset Optimus by Ryan on Twitter
What’s next?  I’m not going to spill all the beans right now. What I can say, is we’re going to move to just a truly massive scale. Scale that no company has ever achieved in the history of humanity. 

That has to happen, in order to transition the world to sustainable energy. Massive scale, full self-driving, there’s going to be a designated Robotaxi that’s going to look quite futuristic. 

And, of course, we’ve got the Tesla robot, Optimus and this is, I think, Optimus will obviate what an economy really means. Basically, anything that humans don’t want to do, Optimus will do it.

It’s going to be an age of abundance. It may be hard to imagine it, but as you see Optimus develop, and everyone will make sure it’s safe, no terminator stuff or that kind of thing, but it’s really going to transform the world, I think to a degree even greater than the cars. And, I think we have a shot at being in production, for version one of the Optimus, hopefully, next year.  And then Cybertruck is coming next year.  We will be in production of Cybertruck next year. We will be in production with the Roaster and with Semi. So, that’s all coming. So this year is all about scaling up, and then next year there’s going to be a massive wave of new products. 
And now, let us deliver our first Tesla cars made in Texas! [numerous Model Y drive onto the stage]

Elon Musk Calls Cybertruck his and Franz’s Magnum Opus – A Masterpiece, the greatest work of a person’s career

Cybertruck drives onstage, “What have we here, Franz, is there anything you want to say about the Cybertruck?” says Elon.

“Cybertruck is going to be awesome, I mean you see it here, you’ve seen it before, you’ve seen it over there [points] it’s worth the wait, believe me. There is no other truck, everything else pales in comparison. This is the only one you need!”  says Franz

“I think this will be our magnum opus, you can see some of the changes we made already, there are no handles. Who needs handles? The car can tell that you’re there, and it just knows that it needs to open. I think we’re going to have an incredible Cybertruck product for you next year. it’s going to blow your mind. 

“I can’t wait to build this here and deliver them to you, sorry for the delay. It’s been an intense couple of years but we’re gonna have this for you next year, and it’s going to be great. Its, going to be one kick-ass product after another. Starting next year, and then, some cool stuff that we haven’t even talked about, so let’s see, thanks again for coming. 

“I hope you’re having a great time. Here at Tesla, we believe in throwing great parties. So, let’s get this party started! Have a fantastic time tonight, I love you guys! 

Royal display of Fireworks by Tesla to Beethoven’s Symphony No. 5 and No. 9, Allegro Con Brio and Ode to Joy [photo by Gail Alfar at Gigafactory Texas]

Cybertruck drives off stage with Elon Musk and Franz von Holzhausen. This is accompanied by a royal display of impressive fireworks. The music choice is loud and important-sounding: Beethoven’s Symphony No. 5 Allegro Con Brio followed by Beethoven’s Symphony No. 9 in D minor, Ode to Joy.

My thoughts

Elon Musk’s celebration was larger than life for a good reason. The impact on our world by Giga Texas and its processes will be epic. The road ahead is very long and difficult. The beautiful inspiration of Cyber Rodeo will remain in our hearts for many years to come! I am thankful I could attend the event in person. It will take weeks to process the deep resonance of the event. That will come with time. I look forward to sharing more soon. Meanwhile, enjoy your beautiful life!

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Gail Alfar, Exclusive to What’s Up Tesla – April 10, 2022 –  All Rights Reserved