How Tesla’s 200 IQ Engineering Obliterates Rivals

[@SolvingTheMoneyProblem]

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[@markplott4820]

SMR - Legacy automakers are a JOKE. Sandy Munro , literally has sitting on the floor of Munro building , a sample of a Gigacast Underbody . and this was about 20+ years ago , when this video came out. BTW - Tesla Gigacasting requires ZERO cutting , is able to cast Multiple small parts at the same time as the Front & Rear Gigacastings. in the Cybertruck , Tesla is able to cast Minor parts w/ Gigsacast scrap waste into NEW small parts for the Truck Bed sails. Tesla also melts Down Scrap waste & car wheels added to the Gigacast metal.

[@markplott4820]

SMR - what Legacy auto doesn't realize is, TESLA factory is the PRODUCT , not the cars........lol.

[@markplott4820]

SMR - BTW the Tesla Gigacastings have 2 Die for each casting , and Tesla can be @ 100% capacity on just 1 Die. then Tesla is able to Rework or Improve the Die as it wears out. they simply Rework it. zero Down time.

[@GET2222]

CORRECTION: GM and FORD spend nearly $3 BILLION a year in advertising every year!

[@markplott4820]

SMR - Breaking News JOE BIDEN drops out.

[@wwt17]

Man big corporations are so stupid. I worked in logistics at Amazon for a few years. Our team used to do all the load planning then they decided all the load planning would be done via central planning and our job was to simply execute the plan they gave us every night. The planning they did was so bad, it was costing us so much money so we got okay to cancel all the central planning trucks/loads and go back to our own planning as long as we showed exactly what we did and why and the cost savings. After 5 weeks , our tiny location, saved nearly 20k$. One of the managers from central planning came and watched us and asked what we did and why and looked at how much money we had saved. Her response was your savings go into a different accounting bucket and it makes our metrics look bad so just go back to following central planning. From that time on our team happily and maliciously compliantly executed central planning wasting hundreds of thousands of dollars at our site. Imagine the savings over the entire system if they just let each site do their own planning. Plus now they paid central planning to do our job and they paid us to do ours so double the cost.

[@spacegamer85]

Central planning never works. Yet the communists never acknowledge this. This fact has been known for centuries Adam Smith and the Wealth of Nations.

[@costanzax]

Bro this manager just screw you and save his position it's just as simple as that

[@yourcrazybear]

Wow. It's so incredible stupid how unneeded and unwanted people can destroy a business.

[@windowsdown3684]

And guess what other locations wouldn’t be efficient like you guys and net ngative. Central planning means paying less qualified people at each site. Big picture my friend

[@spacegamer85]

@@yourcrazybear Did someone say DEI hires

[@chris_F76]

I think the main problem is that companies do not want to spend money to save money.. it's all short sighted, they just see how much they are spending now and that's it

[@jackdbur]

Yes the stamped steel plants have been around for ever & their designs & software is all tuned to stamped steel ! Tesla used all new design software & bought new machinery for cast aluminium because the single shot giga casting is is more precise, lighter, faster & less vulnerable to corrosion. 😅

[@darylfoster7944]

If they could produce EVs profitably in five years, that means their shareholders would have to eat massive losses for five years. Management is simply unwilling to do that.

[@Teslawalter]

I thought 5 years ago, the OEM will close the tech gap with Tesla over time. The quite the opposite; the gap is growing. Tesla is at least 7 years ahead. GM produced 40,000 EV in the first 6 months of 2024 (the year of execution). That's 80% below target. According to Mary, she said GM will overtake Tesla in 2025. How is still employed?

[@FrunkensteinVonZipperneck]

JB says, Tesla thought LEGAs would close the tech gap quickly…

[@davidsuzukiispolpot]

The competition is coming

[@robertweekley5926]

​@@davidsuzukiispolpot- From China: For GM, Ford, & Chrysler / Fiat Chrysler / Stellantis! 🥴

[@davidgutting4317]

The company I work for makes the same mistake as the auto industry. The reason the giga cast is cheaper is because you eliminate the welds. You remove 75 robot arms and hundreds of spot welds. Each weld costs time, power, prep, maintenance, overhead, tolerance, Insurence, etc. each weld can cost as much as $0.75 when you factor all the variables. If steel costs $0.25 cents per sq ft less than aluminum it’s going to cost $7500 more than casting when you actually calculate it out with 10000 spot welds. Us manufacturing doesn’t know how bad they are because they don’t do complete cost analysis, don’t want to do the work of change, don’t want to get their hands dirty. They outsource rather than learn how to improve & solve a problem by throwing money at it or adding a part to badly address it. If all that doesn’t work, they spend twice the cost of making the car on advertising and lobbying to shove it down our throats and force the CEO to lie to investors so they all don’t get fired.

[@fredcomstock1100]

IOM, the main reason US car companies do not advance is UNIONS. UNIONS control company employees and the jobs they perform. If a production line is threatened, for example, the front end replaced with a single casting, the union tends to weigh in because of the jobs that would be lost. We all know there is corruption with unions. I have seen it first hand.

[@darylfoster7944]

Unions protect the lowest common denominator worker, and by extension, the lowest common denominator product.

[@alanlight7740]

Unions are the obvious stumbling block, but it looks like there have been multiple lobbies preventing improvement in the automotive industry, from the dealership networks to a corrupt and moribund management culture.

[@dallasjohnson8923]

Uaw pres Sean Fain should be updating his resume. Trump will likely tank his ass as per his rhetoric at the rnc. I couldn't agree more.

[@EMichaelBall]

4:10 “Speed of thought”, not speed of light.

[@FrunkensteinVonZipperneck]

“Speed of Tesla” as German politicians say…

[@robertweekley5926]

If Electrons move at that "Speed of Light" in our Brains, it would be "Equal!" Is there any Data that proves at what speed a "Thought" happens?

[@bombasticlove76]

Invest in the financial markets before retiring by diversifying across assets, allocating a small portion of your portfolio, staying updated on market trends, and considering long-term holding to balance risk and growth

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[@ufuksenol2005]

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[@PineHosting]

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[@LolMan-qy9cc]

Brian demonstrates an excellent understanding of market trends, making well informed decisions that leads to consistent profit

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[@rajaalim2437]

where do you buy this?

[@parmarjesal4563]

Finally they got it out, I thought it takes longer

[@dipahumane909]

Elon failed horribly with X

[@PintupintuVarma-ns7jy]

buying now is avoiding regretting later

[@RDXSONU-67]

already up right away

[@Pierre_Nu]

Must admit I like these episodes more than ad nauseam ideological diatribes. Respect your point that incentives are not needed -it’s game over. The reality is Tesla is going to win regardless of who runs the shop. This is business baby, and Tesla will overcome whatever is thrown at them.

[@mlgswaglord6983]

Hey SMR can you make a new, updated version, of your “Why I’m all in TSLA” video

[@TheDarinseng]

Let me be the first to say as I cannot recall anyone else mentioning this. If legacy manufacturing had adopted all of the efficiencies that Tesla has done in building a QAULITY ICE vehicle at low cost, EV's would have never taken hold in the first place as the cost differential would be much more difficult to hit parity. Instead, they just sat around for multiple decades producing the same thing the same way with just enough minimal improvements to keep buyers happy (or at least not upset). Tesla addressed the issue of how do we build something that requires LESS labor, LESS materials, LESS manpower to make the EV attractive. This all could have been done for ICE vehicles. Building something is not the same as building something that is designed around being built efficiently. This is where Tesla has excelled so well and why OEM's are struggling so badly. It's not like OEM's have not had access to some of the same tech Tesla has (less AI/FSD). Ego and lack of drive just caught up with them, IMO.

[@harmhoeks5996]

It's partially due to the inherent ICE production process? Volkswagen Wolfsburg big for a reason?

[@davidbeppler3032]

Tesla can build an ICE for half what it costs any Legacy Company. Imagine if Tesla decided to just build safer, faster, lighter, cheaper ICE. They could have built far more cars and still crushed the current Legacy auto makers.

[@FrunkensteinVonZipperneck]

Accountants forced out ICE engineers in Detroit 4 decades ago…

[@darylfoster7944]

The factory is the product

[@TheDarinseng]

@@darylfoster7944 Exactly and the vehicles are the byproduct.

[@Teslawalter]

Even if other OEMs decide to use large castings, they don't have the secret sauce. Tesla has figured out the alloy needed for speed and not warping.

[@LukewarmEnthusiast]

Exactly. The problems that German guy was explaining is shit Tesla has already figured out. How many material scientists does legacy auto hire? Probably none outside of Volvo and China if they are still in the early planning stages.

[@FrunkensteinVonZipperneck]

@@LukewarmEnthusiastLEGA execs never heard of “metallurgy.”😂

[@alanlight7740]

The alloy is important but it's not the only thing. Tesla has made all sorts of small adjustments to the casting machines they've purchased, and those are trade secrets.

[@trevorsoh2130]

Similarly, the next gen manufacturing process Tesla has developed need a bunch of details in place to pull off - The limiting factor has a deep dive into this - one of points he brings up is how Tesla ditched the Can bus system and created their own innovations with their distributed controller system and etherloop , both which need the 48volt architecture. It’s going to take monumental effort for some automakers to catch up,but perhaps they can license some of the tech and manufacturing from Tesla in the future.

[@TheDarinseng]

The alloy can be easily determined and replicated. Among several issues in adapting to using the large castings actually getting hold of enough of them is the problem. Those things are not off the shelf items that can be purchased and there are only a very few venders that sell them. Tesla pretty much created the large casting market and thus had the access to them from the start. I would not even be surprised of Tesla has a first right of refusal for them every time one is built, lol.

[@vaughnmoore4950]

In three years you’ll be able to do a show on the legacy auto starting to plan for 48 volt electrical architecture,and they’ll even be contemplating steer by wire someday.

[@tonysales3687]

Yea and,,,,,,,,oops gotta go I'm,e late for a party.

[@davidsuzukiispolpot]

I remember when I was a new engineer at a trade show around 1988 and 48 volts was the hot new trend

[@salinagauntlett]

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[@JohnKenneth-f7w]

She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states

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[@AnthonyJustice-i9x]

Really you people know her? I was even thinking that I'm the only one she has helped walk through the fears and falls of trading

[@chrisheath2637]

Simple view. Legacy Auto is structured such that management have superiority over engineering. Management (almost always) think they know best. But EVs require several engineering disciplines to be at a high level. Management can't allow this, because they know best. Result - half-assed EVs. Tesla puts engineering first - producing highly integrated engineered EVs. Result - best in class EVs.

[@FrunkensteinVonZipperneck]

LEGAs had a HUGE advantage in “half-assed EVs.” Already had “half-assed” ICEcicles! 😂😂

[@robertweekley5926]

​@@FrunkensteinVonZipperneck - As much as SMR talks Scat about "Hybrids", and as much as GM "Canned" the Chevy Volt, it's "Voltec" Drivetrain was a great design! And the "EREV" concept was a great one, better than basic "PHEV!"

[@TomTom-cm2oq]

20:40 absolutely correct. However, the dye has a limited number of stampings before it needs to be replaced, as explained to me when I visited the Idra factory. Each piece therefore costs time money and energy to produce, and yes, that is small, relatively, but not zero. Great video as always!

[@johannesdolch]

Also they say for stamped parts the failure rate is only 1 of 100. Yes but you need 75 parts instead of one. So the failure rate for the entire structure is a lot more than 1 out of a 100.

[@SlickSydney]

Lol always enjoy your daily dose of sarcasm SMR. Your cut downs are awesome. I chuckle out loud!! Thx. 😂

[@obelisktoucher4562]

It's true that the casting machines are only economically justified by high volume production. It's also true that, once installed, they CAN be "diverted" to make castings for lower-volume products for only the incremental cost of the new dies...

[@AWESEM0]

Finally, the competition is coming 🎉😂😂😂😂

[@mikafiltenborg7572]

.... All over them self 😂😂

[@mikafiltenborg7572]

All over them self 😂

[@dewberry3043]

Because Tesla hires based on merit and qualification and not DEI.

[@monkeysezbegood]

Nope. It's due to musks leadership and willingness to take risk.

[@costanzax]

part rue imo , if your're a good engineer with talent why would you join some morron legacies auto maker (old managment , not competitive salary, etc...) ?

[@yourcrazybear]

@@monkeysezbegood "Nope. It's due to musks leadership and willingness to take risk." And his leadership makes sure that Tesla hires based on merit.

[@davidpalmer7175]

@@monkeysezbegood What do you mean NOPE? ANY company is as good as the quality of their employees. The leadership directs the talent. What do YOU do for a living Einstein?

[@davidsuzukiispolpot]

That's why it's ESG score is half that of tobacco manufacturers. Esg is a scam Dei is a scam

[@curtisjackson4745]

Hey steven can you put together a collage of Mary B.S lies? I would love to watch that.

[@CollynsFarmer]

Sandy said “Tesla changes at the speed of thought” 😊

[@gavinchilunlam2476]

😮 you can recycle aluminum? So little to no waste? That's amazing ❤😂 No wonder we are recycling aluminum cans

[@Myrslokstok]

Maybee even old cars in 20 years!

[@artnace]

The traditional car companies are heavily invested in stamped sheet metal with very expensive welding robots.

[@markplott4820]

TESLA will be ONLY one using Massive Gigacasting & Humanoid Robots w/ AI Inference compute.

[@spacegamer85]

@@markplott4820 I wouldn't bet on that. The Chinese are very good at copying, Not so good at innovating (so far). They will be the first to license any advancement they can't steal outright. Very competitive.

[@markplott4820]

@@spacegamer85 - Chinese are INEPT at copying Tesla AI factory software, vehicle software & FSD, or even BMS.

[@spacegamer85]

@@markplott4820 That is why they will license the software. Go with your strengths.

[@thestocksource8393]

I was just looking for an SMR video as a night cap! And this pops up!

[@MarkBelcher43]

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I would really love to know how much work you did put in to get to this stage.

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He's mostly on Telegrams, using the username...

[@MarkBelcher43]

@Nicksyiekk

[@michaeleder]

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[@michaeleder]

She's mostly interacts on Telegrams, using the user-name...

[@michaeleder]

@WhitneyEston

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[@Sebastian-x1h]

Due to the recent fall in the crypro market, I don't think it's advisable selling, it would be more beneficial and yield more profit.

[@spacegamer85]

Catching up to Tesla is easy as pushing the magic catchup to Tesla button. The problem is that the box the magic button is attached to was hidden by a pixie riding a unicorn.

[@FrunkensteinVonZipperneck]

Ah! The Heinz solution 😂

[@rogerstarkey5390]

EASY!!! Just look for the Unicorn droppings! 👍

[@Scott_Thompson177]

From $37K to $45K that's the minimum range of profit return every week I thinks it's not a bad one for me, now I have enough to pay bills and take care of my family.

[@Watkins_Raymond]

Could you please explain how beginners like me can start making this much 😢

[@Sam_Price24]

Last week, I tried trading on my own and ended up losing $3K

[@Scott_Thompson177]

I have Alex Robert to thank

[@Scott_Thompson177]

He is a licensed broker and a FINRA AGENT here in the States.

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Yes!!! That's exactly his name (Alex Robert) so many people have recommended highly about him and am I just starting with him from Brisbane Australia 🇦🇺

[@PremSinh-bc8vh]

Once XAI49K passes $1, it may NEVER see that low again

[@ericdahl2915]

scam

[@jonasrohrer5013]

or it might never see that high again...

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[@tonysales3687]

Yea but it might niggle the polynubs for a smujjly bofin pode.

[@davidsuzukiispolpot]

SCAM ALERT

[@LeeAlison-dk2ud]

HI again SMR. An important idea they are missing on repairability is: once autonomy is ready (an probably already) Teslas are going to need a LOT less repairs, and a second order and important effect - Teslas are going to run into other cars less often leading to even less repairs. I am not rally a big fan of the idea, but just on safety and costs, autonomy and autonomy use may be required by law.

[@davidbeppler3032]

Tesla insurance will rule them all. Tesla cars will rule them all. Tesla power will rule them all. Tesla charging will rule them all. Tesla app will rule them all. Tesla bots will rule them all. Tesla Starlink will rule them all. Tesla cab will rule them all. Nuralink will rule them all. SpaceX will rule them all. The world has a single leader. The rise of the first MegaCorp. Tesla.

[@FrunkensteinVonZipperneck]

Teslas already have one NINTH the accidents of ICEcicles…

[@darylfoster7944]

Hopefully not until after I die

[@AjayaPadhan-ty9dz]

It is a well written fact XAI49K is underestimated and underrated.

[@gregbailey45]

Geez, that's the most bots I've ever had to dob in!

[@NickWainwright6970]

I try and do 10 per video!

[@user-sv6lo7cz6m]

Bro, i bought XAI49K in may after your video. i'm up 379%.

[@darrincooper1318]

Bots be bott’n

[@ryan6391]

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[@jasonmorningstar7435]

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[@davidsuzukiispolpot]

Scam alert

[@PaleBlueDotCitizen]

One word: UNIONS

[@markplott4820]

Humanoid Robots w/ AI will be DEATH of unions.

[@mattsparks5957]

Optimus

[@monkeysezbegood]

More to it than that. Boards giving only short term incentives on CEO pay is a problem.

[@djlovetap2141]

Robot union 🤣

[@ken-mb5cp]

Once in a while Cnbs tells the truth. Good video.

[@jordanschultz2232]

Ford must be focusing more on advertising with ABC now

[@tamboman8209]

SMR...ELON NEEDS TO SEND YOU 10,000 SHARES OF STOCK FOR THIS VIDEO. BEST ADVERTISEMENT I HAVE EVER SEEN.

[@Sixotoo]

I find it funny that still today there is a belief that it was the assembly line that changed everything. It was actually the ability to manufacture identical parts that allowed the assembly line to come about. It was a mindset of how to make a part. Instead of 100 dudes each making a part. It was a line of separate machines that did an exact operation to each part so that all parts were interchangeable.

[@scodude12]

They bring in Dieter to challenge giga casting - so conical 😂

[@seekerstan]

Casting scrap: I would think that if you had a casting with a flaw, a very valuable colision repair part could be separated, with the remainder being remelted.

[@gregbailey45]

The casting has to be used in one piece. It would be uneconomic to do otherwise, I'd reckon.

[@FrunkensteinVonZipperneck]

@@gregbailey45No. Designed to be segmentable.

[@asajelfs8170]

Ford loses 130k per EV it sells and they are still second rate compared to a Tesla.

[@mikevalentine9556]

Having OG Sandy Monroe Criticize all the parts...Was Big✌️👈

[@catbert7]

Am I dreaming or did CNBC just make an accurate (mostly), educational piece on car manufacturing, even including EVs, even including Tesla?? 🧐 18:00: Ah, there it is. Nevermind ;p 22:20: WOW! They actually let Tesla defend themselves and counter the misinformation from their competitors!? CRAZY times we’re living through! 😮

[@billbell3737]

The problem for legacy OEMs you need to make at least 200-300K/year of a model to make Gigacasting profitable. Tesla doesn't use Gigacasting on the Model 3 even though it is high volume. It is just not worth reworking the process. There are very few models that have the volume required to make it profitable. Last year French OEMs were attacking Gigacasting for the lack of repairability. This is one more nail in the coffin.

[@ernestgalvan9037]

Tesla DOES us GigaCasting techniques on their Model 3. The front and rear portions are GigaCast, then joined by a ‘classic’ built center section .

[@runem5429]

I can just imagine the airline safety approach to updating the tools for the castings...like every time a casting is replaced after a minor collision, the old one will be looked at and any breaks recorded, and then next time the tool is updated you put in improvements to avoid this particular break happening ever again on any future car or ones repaired with replacement castings. The potential when you keep track of details and dilligently report and record and have high volume production is almost infinite..car will be lighter and stronger and cheaper than any competition, all at the same time..

[@robzienert7492]

I'll be interested to see if Ford's independent "skunk works".... managed by an ex-Tesla guy.... will make a big step forward. Or not.

[@markplott4820]

FORDS skunk works is RUN by a Skunk-Ape.

[@FrunkensteinVonZipperneck]

with a research budget of twelve Frunkin’ bucks …

[@zeg2651]

0:35 Legacy Automakers don't have money for advertising anymore. That's why😂

[@nikkitson3878]

Repair ability!😂😂😂 My Volvo has a minor door ding (ironically from neighbors Tesla!) which cost $6000 & 2 months of no car. $1300 for a replacement gigacast for Model Y

[@EnerGeezerSquirrel]

Mis-quote: Sandy says "Tesla moves at the speed of thought" not the speed of light.

[@gee4extra]

Who is in charge of the thing?! And why is the thing so difficult to do?

[@rogerstarkey5390]

One of several questions to be answered.

[@JeffreyFate]

Thanks for making a cnbs KZbin video watchable

[@YasarNilgun]

Good update. The confidence in XAI400T is well deserved.

[@JustPeaceLoveAndKindness]

This is why many of us are shoving as much of our available investment dollars into TSLA as a long term investment!! Thanks SMR!

[@corneliusfudge781]

Nah, Nivida for the next 5 years. Then maybe invest in Tesla in 2030

[@hanswitvliet8188]

Only working for high volume producing. Such as the Huumer-EV 🤣🤣

[@markthomas7279]

Frankly the specific reason for an imminent sinking ship is somewhat moot!!

[@johnwilson5743]

Using Volvo as an example is already admitting defeat! Volvo Cars, of course, is a Chinese Company which is why it is accepting of the Tesla ideas much faster than US and European Auto Companies.

[@trevorsoh2130]

Volvo takes around 30 hours to manufacture a single CX90 or EX30 (which is around the industry average), although the speed may be incrementally faster in their Taizhou plant. Meanwhile Tesla takes 2.5 hours to manufacture a Model Y in Shanghai - with a new Model Y rolling out of the factory each 30seconds. It may still be a few years before Volvo catches up with Tesla manufacturing tech - but at the same time it might be a few years before Tesla catches up with Volvo/Polestars fantastic interior cabin design.

[@Myrslokstok]

The alloy is more important then the presses, but still a Tesla strenght to do materialsciance!

[@trevorsoh2130]

Imagine if Toyota never sold that 3% stake in Tesla. In 2010 they invested 50million and sold out when their partnership ended in 2016. It’s actually quite a long time they stuck with the partnership and Toyota did 10x their investment. But if they were able to hold on up to now the value would be 762 Billion 😮

[@adri1argentino]

please don’t forget to mention the amazing resale value of a Tesla 2018 with 150,000 miles and a dealer auction going for 19,000 still 😮$

[@captpicard100]

To be fair Sandy Munro actually said:- “Tesla moves at the speed of thought”

[@zedstar0]

YAY STEVEN! WELCOME BACK TO THE BIZZARO WORLD OF HYPERSTUPID!

[@IntoTheFray.58]

!. Behind on the switch to EVs. 2. Behind on the switch to autonomous vehicles. 3. Behind on the switch to gigacasting. 4. Using union labor so switching to humanoid robots will be difficult and time consuming. Overcoming any one of these challenges would be difficult. Legacy auto has to overcome all four of them and do it in the next 5 to 10 years, at the most. Fat chance.

[@saracowgill2144]

What I want to know is if Elon Musk was playing with a hot wheels toy and asked himself how they made the toy.

[@world-karma9127]

I've heard that's exactly what happened

[@zoransarin5411]

@@world-karma9127that’s what I heard. He brought in a die-cast toy car and asked if we could die-cast a whole car. The engineers said it was not possible but they did pursue at least die-casting large elements. At the time they approached six companies that specialised in large castings. All 6 said what they wanted was no possible. Only 1 said that while it was not currently possible, they were prepared to work with Tesla on the issue. That company was Audra in Italy. They have provided all of their Giga casting machines to date

[@zoransarin5411]

Idra

[@t2rx7crx1]

I saw an interview and that is exactly what happened.

[@mortensen117]

It is nice to have a German engineer in a suit tell us about the advantages of Tesla -- 10 years after it was introduced. Or at least five years, but you get the points -- how nice to put an attituted forward like "let me evalutate this, now listen about all the possible benefits and advantages from ME!" ---- gee, what a circus.

[@mathewherges397]

💯 High volume is required for large castings. I think that's what many of the companies trying to be followers of Tesla seem to not be grasping at this point. Along with those who are championing them. Telsa not only implemented castings, but they did so with custom alloy, dye, and fluid dynamics software so that they could create a casting bigger than the machine's capabilities was supposed to allow. They also use the same machine to cast front and rear for 3 different vehicles. Only the Cybertruck rear casting requires a larger machine. So, it's not just the casting machine that makes sense, it's how it's implemented.

[@pauldaggett6759]

There is an important axiom in organizations - to change the culture, you must change the people…..

[@dallasjohnson8923]

I love how much the tech has been embraced, yet not one person, corporation, or media outlet mentions who led the way or even brought it to light. Elon is the modern bay "pied piper"..

[@51bpm]

As a longtime majo investor, I'm so pissed at musk. I thought he was about doing the right thing ... obviously this joker doesn't care about integrity and the American people. I believe in the mission, but no longer the man.

[@dyemanoz]

CNBC couldn't get the facts straight - Model 3 does not use gigacasting, only Model Y and Cybertruck (currently..).

[@zoransarin5411]

I believe the new Model 3 Highland does use Giga casts, possibly front and back as with the Model Y

[@waynerussell6401]

@@zoransarin5411 BELIEF DOES NOT CUT IT! SHOW US THE PICS...

[@markthomas7279]

​​@@waynerussell6401Are you on drugs?? USE GOOGLE IF YOU WANT TO KNOW!!!

[@martyw.1038]

Wow, I've noticed the BS on CNBS and the rest of them recently. Maybe that shows there's less shorts influencing them

[@lighthousesaunders7242]

Newsom was petty. He's here should respect how much Musk had contributed to California even if Musk sometimes chooses to be childlike. Musk responded in kind. X is a bun fight center. It's also the most important news platform. It has no problem being both

[@tHebUm18]

Only 10 minutes in, but going to predict the CNBC video will include the FUD about being harder/prohibitively expensive to repair castings.

[@BrunoHeggli-zp3nl]

Its not FUD, Facts!

[@tHebUm18]

21:37 And there it is. Called it!

[@tHebUm18]

@@BrunoHeggli-zp3nl Not according to Tesla who has been doing the repairs for years and have their own insurance arm so it makes no sense for them to bear that increased cost if it was true. Even more so with self-driving where they'd assume full liability for damaged vehicles.

[@darylfoster7944]

If cars stop crashing, even aluminum castings won't be necessary. Can probably build them out of cheap plastic.

[@rmondave]

I knew professionals at General Motors in the 1990s who did little work in their 9 to 5 jobs got big raises but were more happy when the cafeteria added more desserts to theeir lunch menu😅

[@rickhammond2473]

I was in the Basking Ridge AT&T building in the 80's most played all day while earning 75,000 a year and others over 100,000 a year and down the road and the building closed and thousands of jobs were slashed.Go to college to play.

[@rmondave]

@@rickhammond2473 those were the days when employees shared in some of the telco monopoly profitability, with stellar benefits low pressure, and friendly colleagues. Those were the days.

[@umakant9081]

Good update. The confidence in XAI96K is well deserved.

[@sokoo1978]

Big corporations are run by MBAs with little to zero STEM knowledge, but huge ego. Innovation is barely possible, they accept cost saving only if it's for free or very cheap, ROI max 1 year in most cases, once in a while 3 years, but it's rare. This is why I am investing in tesla, the only company led by professional engineers, and technical managers. MBAs are like carrier politicians: big ego, big mouth, they look down on everyone, playing games, lying if needed, they elbow their way to the higher positions. Only their career matters, the company and the mission mean nothing to them.

[@mcsmith7606]

Is Volvo a Chinese company now?

[@gregbailey45]

Yes, Geely.

[@scodude12]

So sad - Wolfgang is worried about his car getting a dent. Maybe Wolfgang should maintain focus on building safe, lighter and cost effective cars. Reason why legacy German manufacturers don’t like - it’s because it will cost them money so easier to send out Wolfgang talking about his care for the public’s grocery store dents.

[@shanelahousse3344]

Scrap rates for casting is 15%. Stamping is 1%. Sounds straight forward until one considers the cumulative fallout if all the stamping across all the stamping which for 70 parts would be 99% to the 30th power = 49.4%. The stamping fallout doesn’t reflect the effort that goes into controlling the stack up at the assembly process both in the welded assemblies plus the work that goes into containing all the cumulative stack up at the vehicle assembly. Amazingly complex. The engineers at traditional manufacturers are very talented to manage such complexity. The reality is the leadership and risk averse culture of the legacy autos prevents this talent from going towards improved market facing outcomes. Elon has enabled this change and the large proportion of long term committed retail shareholders has allowed this strategy to continue through fruition.

[@ernestgalvan9037]

Remeber when Pontiac made the Fiero? Innovation in build. Then they killed the “High-Power” options, and could not wrap their minds around the concept. Result? Exit the Fiero. (GM was scared shitless that a Corvette Buyer would instead ‘drop down’ to a cheaper Fiero. As if ANY Corvette lover who had the $$ would ‘settle’ for a less-expensive less-impressive Fiero. Yet how many cash-challenged Corvette buyers would have happily purchased a High-Performance Fiero?)

[@booobtooober]

Why is Volvo leading the 2nd place Giga casting 🤔 They're owned by Geely (China), and gm is still a decade behind

[@jshellenberger7876]

Back paying , to that value, is a good solution. Still uses Silver and Zinc. YUM. #YUM #POW

[@MarkTimeMiles]

Great smr. 💪🙌

[@brianlee6849]

Sandy Munro says it takes legacy auto 10 years to implement new technology or a new idea. Legacy Auto mindset is if it isn't broke don't fix it. Tesla / Elon's mindset is we can always improve We can always make it better and they're always looking for the best way and they're constantly evolving better and better products faster cheaper higher quality. Tesla / Elon is non-stop innovation from the lowest level to the highest level every idea is considered. Thank you 👍

[@regularjoegamer]

The narrative is changing big time.

[@dannylemmon7123]

But Gary Black told me that in the automotive companies are quick to copy each other's features and technology.

[@jackdbur]

Not when it would cost them 1/2 a billion dollars in new machines & design software that none of their engineers have experience on + there are the thousand union jobs that would be lost & all of that old stamped steel plant would be worth nothing 😅

[@blitzkrueg07]

When I started my job 20 years ago I had ways to make our tooling cheaper. Was told this is how we do it your not an engineer just a toolmaker. No as I purchase the tooling I work directly with our tooling vendors now. I lowered tooling price by 40% and faster lead times with standard components on all tools.

[@Mrbfgray]

Referenced vid came up in my feed, didn't click bc I expected it to be weak and I don't like feeding CNBS.

[@garethrobinson2275]

For CNBS, this is as good as it gets, in fact, it's quite remarkable.

[@ronsexton3685]

Love it!

[@benjones5799]

yea, I was shocked by this video today. Actually positive story

[@SubrotoKora]

no primetime token on Base? as soon as the new coinbase wallet comes out it should blow? any opinions?

[@brendankenny1332]

Love the way you(and Tesla/China) cut through the OEM culture crap.......won't be stopped someone should tell Trump......

[@darylfoster7944]

Well, the Chinese have been stopped by the 100% tariff, and Trump isn't going to stop Tesla.

[@rogerstarkey5390]

​@@darylfoster7944 "Stopped"? Are you SURE About that? . 1) Less than 10% of Chinese EVs are currently exported. . 2) Tariffs work ... How? You go to a supplier that's interested, or already in your market and say *DO IT OUR WAY* (whatever your wish) , and the supplier complies? BUT What if the supplier isn't already in Your market and has a rapidly growing market developing ELSEWHERE, MUCH larger than yours, which they already trade with for certain commodities? And a plan to expand there irrespective of your reply? AND What if the object of your move was to buy time to make *your* products competitive, but when you re-enter the market YOU will have to source commodities, components AND technology *from the supplier you just tried to bully* and that controls 80%+ of those supplies? . Imagine the answer to your "Can we (please) do business now?" question? Try "SORRY! ALL of our capacity is allocated to our NEW Partners!" . What if the participants in that new market "collective" were generally poorer but resource rich countries which you may have systematically screwed over for decades (oops!), but who now saw the opportunity to develop industry and infrastructure, then trade WITHIN the new group to *overtake YOU* . . I don't call that being "stopped". I call in ONE option in a multi-decade plan to transition a global system, offering all the chance to participate, but with contingencies should some decline the offer......? . (Kinda mirrors the Tesla multi-decade plan, the response of the US government (both sides!) and the unfolding outcome? Funny that?)

[@alx-vla4986]

Castings are not exclusive to improve the production of electric vehicles...

[@MelikeMehmet-e8g]

Saylors next love to BTC? XAI400T

[@leonardotirelli637]

I still did not understand how a car made of a single or a few casts can be repaired after a severe car accident.

[@martinbeaumier7172]

Volvo seems to be the leader in the legacy automakers

[@gregbailey45]

Volvo is actually Geely.

[@FrunkensteinVonZipperneck]

Not a LEGA. Nichey. Bankrupty.

[@jackdbur]

Because Volvo was bought as a Name & is being made in new factories.

[@Guitar6ty]

Zeekr and BYD build better and cheaper that the bug clunker Cyber junk.

[@ZubeydeMakbule]

Seems like perfect chance to buy XAI400T others go red we go green 🔥