Tesla M2's Tech Gamble: Runaway Success or Production-Hell Nightmare? Engineer POV [DecaValve WHAT?]

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Connecting The Dots

Connecting The Dots

Күн бұрын

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@ConnectingODots
@ConnectingODots 10 ай бұрын
To try everything Brilliant has to offer-free-for a full 30 days, visit brilliant.org/ctdots - The first 200 of you will get 20% off Brilliant’s annual premium subscription ➡Will Model 2 be a runaway success, or should we expect Production Hell all over again? Let me know what you think! ➡Please consider supporting me on PATREON for as little as $1/month: www.patreon.com/ConnectingODots . This really helps me make these videos, and you'll get Ad Free, Early Access and Patron-Only content!
@BjorckBengt
@BjorckBengt 10 ай бұрын
It will take time to get everything right but there is much less pressure than for Model 3. Model 3 had to pay back investment quickly and to become cash flow positive which required high volumes. Generation 3 can be cash flow negative for some time without worries. What is most important is that it is attractive. Tesla cannot afford a Model which doesn't sell. So, initially a slow ramp but no production hell as the pressure is less. Optimus will be brought in when it is mature and since it has human form factor, replacing humans with Optimus will be very smooth. I still think traditional automation is better and switching to a new seat design is more efficient than having Optimus do a complicated task. Assembling already painted sections and securing them safely will be a challenge. Probably a combination of riveting and structural adhesives. No welding.
@jdudleyh
@jdudleyh 10 ай бұрын
What voice generator do you use? It's pretty impressive. I bet most of your audience doesn't know you're using an AI generated voice.
@tsamuel6224
@tsamuel6224 10 ай бұрын
Production Hell is being nearly broke while ramp up is slow. Won't happen. Unboxed production will allow bottlenecks to be solved more in parallel so the ultra slow ramp with so much new stuff should become only slow, and then ramp up faster. Assembling prepainted parts is extremely hard, as it trashes glue, rivets & welds. Solutions that come to mind are rivets with spring washers & bolts; I don't think they would like either one. Crash tests are tough so this looks like potential ramp up problem. And Optimus would just slow it all down just that much more.
@TeNgaere
@TeNgaere 10 ай бұрын
Excellent deep dive@
@jeremytaylor3532
@jeremytaylor3532 10 ай бұрын
Great Video I am sure that there is more to unpack. For example thixomolded magnesium giga cast might cut 30 % off of the frame weight and rims. Lighter batteries might cut 30 % off overall weight, And carbon resin cage casting might also reduce weight if they can solve expansion contraction issues. Perhaps with just expansion control joints as in a building. Thus allowing plastic body panels on a resin frame with cast in wiring that sits on a giga cast metal frame but allows different expansion rates by sliding. If the seats are also much lighter and the wiring and controls and everything else lighter the actual motors can be much smaller and control circuits and inverters can all be integrated to further reduce wiring. Thus I predict that the final model 3 could weigh less than 3000 lbs. Similar to some specialized cruz model cars GM made at the beginning of their production.
@jimdalvic3094
@jimdalvic3094 10 ай бұрын
Great job. Love your deep dives. You never mentioned that they modified ethernet protocol in the 48 volt systems to a quasi token ring so packet passing happens at a predictable rate. Necessary for millisecond response critical safety systems.
@rkalla
@rkalla 9 ай бұрын
Didn't know this, fascinating!
@Cybertruck1000
@Cybertruck1000 10 ай бұрын
First time I've seen this channel. More thought given than most copy and paste channels. A lot of thought and know how gone into constructing this episode. Learned a lot...Subscribed.
@sagecoach
@sagecoach 10 ай бұрын
Texas is the site developing Model 2, and it is well underway as much equipment has been delivered. Look at all that is approaching completion on site. What fun to hear your speculations, thanks for bringing so much for consideration. We should know more soon.
@Withnail1969
@Withnail1969 6 ай бұрын
The Model 2 was cancelled months ago.
@markedwards4879
@markedwards4879 10 ай бұрын
The only issue that I have with snap fit parts is serviceability. If you have ever worked on a car that is a few years old you find that the parts break when you try to disassemble for any repair - hence removing a door trim to fix a window regulator can mean replacing all of the plastic snap fits. If those fits are also part of the door trim panel then you also have to replace that, which means added expense or not being able to get the part. Remember that manufacturers don’t keep stock of old parts like trim panels etc for ever, and there are different colours as well. The whole thing is a complex trade off. Simpler construction reduces cost but can reduce repairability, but eliminating some connectors or parts can improve reliability. A bit like components being soldered onto circuit boards vs in sockets. The new trend is to have everything soldered in place - often making a single component failure result in the whole board being discarded (cheaper to replace than troubleshoot and repair), but simultaneously less likely to fail in the first place…
@donblythe3766
@donblythe3766 10 ай бұрын
Elon is preparing spaceships to go to Mars which means they can never fail. I do not believe that there will be parts that fail when they're being designed by the same type of engineers that are preparing spacecraft to travel millions of miles we're no part can fail
@markedwards4879
@markedwards4879 10 ай бұрын
@@donblythe3766 This is a pretty silly comment on many levels. 1. Do you really think that the same design principles are used for securing a trim panel on a car that are used to hold a mission critical part of a spaceship together? Hint: NO, they don't as it does not make sense. 2. SpaceX is not Tesla. They may co-operate etc but have totally different missions 3. Snap fit parts are designed for ease of production and assembly while reducing cost. They are not used for example to hold the wheels on or mount the drive units! 4. Snap fit parts are generally made of plastic and have a limited number of flexes, plus the plastic degrades over time. That's ok for some applications but it does not lend itself to serviceability overall.
@donblythe3766
@donblythe3766 10 ай бұрын
what I'm saying is that Tesla will be using a higher grade of materials and electronics in the making of this car. I've read in the past that just a small increase in the reliability of some parts would make cars almost never having to be replaced because the parts don't wear out. Your analysis of the Tesla Model 2 car was very interesting and I am hoping that it will be a reliable car for those of us that can't afford to replace one every three years like so many cars have in the past that were cheap. thank you for taking the time to reply@@markedwards4879
@mystisith3984
@mystisith3984 9 ай бұрын
I'm betting on the deflation crunch.: 🚗 produced with a cost so low & so fast that repairing will be economically nonsensical. (& ♻️ will be optimized). Car sleeping at the mechanic or body shop for weeks will be a thing from the past.
@markedwards4879
@markedwards4879 9 ай бұрын
@@mystisith3984 I really doubt that it will be cheaper to buy a whole new car than to repair a door handle or broken window. Replacing either of those requires taking the interior door trim off etc. That’s when the plastic tabs are likely to break, making the repair more expensive than it needs to be and meaning additional spares inventory needs to be held.
@D0li0
@D0li0 10 ай бұрын
At 24:30 ++: They could 3x the giga press arm bot(s) by using a circular rail for the bot. Each would take a turn at picking, validating, placing on the outbound drop point... Perhaps.
@mariusmeyer14
@mariusmeyer14 10 ай бұрын
I like the 'Lego' assembly method. This will be adventagous especially when mounting movable components like doors, trunk and boot lid. With this method of construction they can all but eliminate shutlines. It also can be used on ridged components to be bonded or welded which will ensure accuracy.
@intelligentcomputing
@intelligentcomputing 10 ай бұрын
Great video -- thank you so much for producing it!
@grndzro777
@grndzro777 10 ай бұрын
I expect ramping to be slower in the beginning on purpose because that is when deficiencies are going to present themselves. After a 2nd retooling Tesla will evaluate ramping vs current inventory level impact, and go from there. No sales will take place till the first production vehicles meet 2nd ramp quality. Or these will be used for workforce vehicles/leases only.
@leependergraft1018
@leependergraft1018 10 ай бұрын
Interesting deductive analysis. Insightful. Thank you.
@johankusters3353
@johankusters3353 10 ай бұрын
Very informative. Thank you!
@r.h.6262
@r.h.6262 9 ай бұрын
Wow! Amazing research and such information as to feel as though your producers work hand and glove with Tesla's R & D folks. Great job!
@bjarnesegaard5701
@bjarnesegaard5701 10 ай бұрын
Amazing video very porfessional and I can tell yu are a great engineer. Thnaks ánd kee up the good work
@michaelmuller665
@michaelmuller665 10 ай бұрын
Danke!
@ConnectingODots
@ConnectingODots 10 ай бұрын
Danke Michael. Ich schätze es!🙏
@lesterhousel
@lesterhousel 9 ай бұрын
Agreed as an old Industrial and Systems Engineer
@robertwhite3503
@robertwhite3503 10 ай бұрын
I like the idea of water heated and cooled seats. Seems more controllable and comfortable.
@gaussdog
@gaussdog 10 ай бұрын
Ya air-cooled means tiny holes…? That catch dirt and liquids??? Ya water cooled is definitely the way to go
@FrunkensteinVonZipperneck
@FrunkensteinVonZipperneck 10 ай бұрын
Will the steering wheel be made of pool noodle?
@Dave5843-d9m
@Dave5843-d9m 10 ай бұрын
Self-sealing connectors. The Tesla battery is connected with self-sealing plug socket fittings. Similar things are used on fuel and hydraulic lines. It’s well proven tech. Fiat have used pre-filled clutch lines and cylinders since at least 2004. The master is installed on the body line. Slave is installed with the engine. When engine goes into the car, the fitter simply plugs the pipe ends together. No bleeding needed.
@Dave5843-d9m
@Dave5843-d9m 10 ай бұрын
B
@markedwards4879
@markedwards4879 10 ай бұрын
Dealing with liquids inside cars is really tricky and horrible when it goes wrong. A damaged electric seat heater is more likely to go open circuit and stop - or maybe blow a fuse. A leaking coolant/heating line inside the car would drip/spray coolant everywhere. It sounds neat, but they’d better get it right - and remember that this also has to remain serviceable and leak free for 10-20 years in a harsh environment full of vibrations and movement. Remember that the front seats also move in lots of directions a lot.
@audience2
@audience2 10 ай бұрын
Unboxed is probably less of a challenge than the 4860 has been.
@danharold3087
@danharold3087 10 ай бұрын
The Gen 2 in general holds more risks than the 4680. But it is like more people working in a spacious room to solve them.
@bluetuna1242
@bluetuna1242 10 ай бұрын
Production is hard but if anyone can pull it off it’s Tesla
@free_spirit1
@free_spirit1 10 ай бұрын
Don't underestimate how complex these things can get. Four years ago with the cybertruck, people were saying that they'd just use a brake press to fold the panels. And they were right. But we weren't counting on the fact that they had to invent a whole new way to float the parts onto the tool, in order to not leave any clamping marks on it. And just like that something that at first seemed simple quickly become more complicated.
@Dave5843-d9m
@Dave5843-d9m 10 ай бұрын
I always expected the panels to be brush polished after brake pressing. I guess even that is too time-consuming.
@GET2222
@GET2222 10 ай бұрын
@@Dave5843-d9mthe best process is no process. They live it and breathe it every moment of every day. That’s innovation baked into the culture. Complacency kills. There is no competition, complacency is the competition.
@m_sedziwoj
@m_sedziwoj 10 ай бұрын
As I didn't think much about other propositions, liquid cooled sits are IMO not worth, because one simple thing: leaks. They give a lot interesting benefits, but you want eliminate any moving part, and liquids are worst of it. If they would change it for air, it would be better, but still, pressure would make a lot of problems.
@YouTube_username.
@YouTube_username. 10 ай бұрын
I think they might make one that does not leak. Hah but yes they've probably been avoiding it because of that if not the complexity in general. On the other hand, stuff doesnt leak these days, tyres dont pop, glass doesnt scratch...
@m_sedziwoj
@m_sedziwoj 10 ай бұрын
@@KZbin_username.it would not leak if they put pipes in it, but when if only injection molding and glue, it is different story.
@wingman2tuc
@wingman2tuc 10 ай бұрын
Nice video. I expect some iterations every step of the way. There are many things to polish yet
@xander2drax
@xander2drax 9 ай бұрын
Thanks!
@ConnectingODots
@ConnectingODots 9 ай бұрын
Thanks Xander, I appreciate it 🙏
@andrewcumming6319
@andrewcumming6319 10 ай бұрын
Wow, how exciting! I can't wait to see the model 2. Thank you for a magnificent video.
@frederickfaller899
@frederickfaller899 10 ай бұрын
LG battery is a problem for me otherwise the car is great LG has been cheep junk for me
@danielch6662
@danielch6662 20 сағат бұрын
How's the wait? 😅
@duncanedwards8258
@duncanedwards8258 10 ай бұрын
The "Lego" technique is very interesting. You raise the question of whether it's strong enough to survive real road conditions. I worked for many years in Formula 1 ... and that's the sort of thing they do to attach the nose-cone and front wing. Watch a pitstop when they have to change a front wing, you'll see what I mean. Those things take a huge amount of load, something like the full weight of the car (at high speed downforce from the wing gets very big). So, yeah, you can do this and, yeah, it will survive.
@mrjpb23
@mrjpb23 10 ай бұрын
It’s not at all feasible. Google actual car engineers discussing this claim from Elon to see the specifics of why. The claims about Optimus replacing humans is just laughable. Optimus can barely stand on its own after two years of development.
@Tanstaaflitis
@Tanstaaflitis 10 ай бұрын
@ 2:07, What is the source for embedding wiring into the casting or forging of the top hat? I didn't catch it discussed further in the video; perhaps that's an intentional teaser for future videos? I've never seen that idea discussed before.
@ET-bg8ru
@ET-bg8ru 10 ай бұрын
Right on bro! I’m there with you! Let’s fasten our seat belts, it’s gonna be a bumpy ride 😂
@JohnBoen
@JohnBoen 9 ай бұрын
Great video! 24:20 That is brilliant. I have a 35-year-old materials science degree - focused on metallurgy and heat treatment. This never occurred to me. Wow - you could quench to a much greater depth. -- Edit: Quenching Aluminum. Steel hardens with quenching because of the formation of a metastable crystal structure. Aluminum doesn't doesn't do the Austinite-Martensite thing. For aluminum- just let it anneal and distribute any internal stress risers. Thanks. Again - great work.
@cheddarfodder
@cheddarfodder 10 ай бұрын
This channel is a gem
@hervebabey9603
@hervebabey9603 10 ай бұрын
I love your channel. Lots of forward-thinking ideas! What's impressive is that Tesla filed breakthrough patents as early as 2010. And these patents are not concept patents but detailed industrial patents.
@m.talley1660
@m.talley1660 10 ай бұрын
Thorough overview. I worked in the cycling industry and was thinking of saddle production as you reviewed the changes in the seats. The bike saddles produced as pointed out did seam cheap initially but now serve well and are very durable. Improvements to the process are likely with Real as participation.
@lavectech
@lavectech 10 ай бұрын
No paint, using optimus and all the new cyber truck tech makes sense for model 2. I hope they create a 2 seater cyber truck as not all tradesmen need a duel cab truck and would allow them to be more affordable.
@andredeketeleastutecomplex
@andredeketeleastutecomplex 9 ай бұрын
Not a single tradesman needs that cyperjunk.
@larrydugan1441
@larrydugan1441 9 ай бұрын
Very informative. I appreciate your knowledge level. Good video. I subscribed.
@davehayes8812
@davehayes8812 10 ай бұрын
Next level analysis. Thank you!
@cypress2020
@cypress2020 10 ай бұрын
The Cybertruck was just the beginning.
@SamWilkinsonn
@SamWilkinsonn 10 ай бұрын
The beginning of the end
@larryc1616
@larryc1616 10 ай бұрын
4680 Roadster = GAME OVER ⚡️🇺🇸
@SamWilkinsonn
@SamWilkinsonn 10 ай бұрын
Still believe this conman? @@larryc1616
@635574
@635574 10 ай бұрын
With tesla its a matter of testing and time with the amount of cash and talent they have. For anyone else of course it would be impossible.
@dousiastailfeather9454
@dousiastailfeather9454 9 ай бұрын
VC cash! Endless supply from idiots with big wallets!
@jonas_4901
@jonas_4901 10 ай бұрын
Small correction: Lucid has wave-winding. You don´t have singel U-shaped pins put complete waves that get rolled up and inserted. Tesla does Hairpin already in Shanghai since the beginning as well as for the cybertruck and Model Y from Texas.
@mikemarshall3727
@mikemarshall3727 10 ай бұрын
now that Tesla plans to announce the new Roadster at year end (with deliveries following shortly thereafter?) I think its quite possible they will use it as a high margin, low volume test bed for these new techniques and technologies. That will allow the new $25,000 car to shortly follow having gained crucial experience.
@donm2255
@donm2255 10 ай бұрын
I don't think there will be much overlap between the Roadster and M2. Low volume and high volume manufacturing require two completely different factories. They won't spend the money on tooling for the Roadster. Not enough volume to get their money back. They will use expensive parts and processes because automating them just costs too much. M2 however, they will be looking for pennies in each part and process. There is very little opportunity for overlap.
@ColinFox
@ColinFox 10 ай бұрын
@@donm2255 No doubt that there will be things done very differently on the two platforms. However, there are other things that will be shared. The steer by wire system, for example, could easily be shared by all new vehicles. The main difference between them would be in how you program the steering controller, which would obviously be different on a sports car and an economy car, but the underlying tech could be the same. Just because the roadster will be high margin, doesn't mean they won't also try to save money on it. Just that saving money won't be the roadster's #1 priority.
@colindavidson7071
@colindavidson7071 10 ай бұрын
They already have a high margin, low(ish) volume test bed for a lot of the new technologies that will go into the model 2 - they call it the "cybertruck".
@donm2255
@donm2255 10 ай бұрын
@@ColinFox For sure, some of the underlying technologies like 48v and how all the systems talk to each other will be shared across platforms. I'm not sure on steer by wire. It will only make it to the low end cars if it is cheaper than more simple systems.
@vincewestin
@vincewestin 10 ай бұрын
@@donm2255Steer by wire makes flipping the manufacturing from left drive to right drive dramatically simpler. They will want to sell Tau/2 in right drive markets.
@tawensan
@tawensan 10 ай бұрын
Modularity for not just Model 2 but a set of models?
@Semmster
@Semmster 10 ай бұрын
Either my new vitamins are working, or this content is amazing. A substantial amount of easily digestible information. 💯
@FlyingArtz.
@FlyingArtz. 10 ай бұрын
😂😂😂
@baberraza4231
@baberraza4231 10 ай бұрын
how do you have only 50K subscribers ? so much detail on M2 !!!
@mrleenudler
@mrleenudler 10 ай бұрын
Long delay between videos. Not good for the algorithm, which doesn't consider quality.
@nakternal
@nakternal 9 ай бұрын
montone, repetitive, blatant schilling, I could go on and on
@briandoe5746
@briandoe5746 10 ай бұрын
Everyone is misunderstanding the Lego comment. The unboxed method is about modularity. Using wiring harnesses for single wire connectors instead of running cables throughout the vehicle. This turns a door into a singular piece. This is not about having a door snap-on without bolts or anything, even remotely similar. The Lego piece is comment is 100% about a door that can be built completely separate from the car bolted on and plugged in quickly. Sandy Monroe has commented about this with snap together pieces. His comments. Regard plastic coverings and similar items not the mechanics of the body itself. Proper bolts and fasteners will still be predominantly the way the vehicle is made. When he mentions Lego pieces, he's talking about modularity. It boggles my mind that everyone misses this
@zoransarin5411
@zoransarin5411 10 ай бұрын
Exceptional video with excellent research and information. Many people question the release of the Cybertruck before the affordable car. In my view, the Cybertruck allows Tesla to reduce some of the risks you have detailed by using the expensive Cybertruck as the lab rat. Just like the Roadster was used to prove the technology, so is the Cybertruck. Whether it is steer by wire, 48V architecture or even the stainless exterior, I think most of these will go into the Model 2. The stainless might not be used for personal vehicles, but it would make sense for autonomous. Something resistant to vandalism.
@satoshimanabe2493
@satoshimanabe2493 10 ай бұрын
The unboxed process should avoid production hell, as the difficult process is constrained within that module. If it's taking twice as long, just start the second line of that module ahead of schedule to overcome it in the short term. It also allows storage of completed modules much more compactly than an entire body. The other advantage of modularity is that it allows changes to occur easily. For example, I suspect the first iteration will have hydraulic brakes in the front, and brake-by-wire in the rear only. When they want to change to brake-by-wire all around, only one module is affected.
@runeoveras3966
@runeoveras3966 10 ай бұрын
Thank you! 🙏🏻 Love your videos. ❤️
@steveinoz8188
@steveinoz8188 9 ай бұрын
Design for Production is one thing. Design for after sales service is another.
@m_sedziwoj
@m_sedziwoj 10 ай бұрын
24:11 it would be interesting if there is difference in horizontal cooling and vertical, because if part would go down fast enough, it would be in "free fall" so close to zero gravity, which change forming of microstructures in metals .
@perahauraki2985
@perahauraki2985 10 ай бұрын
Thanks
@perahauraki2985
@perahauraki2985 10 ай бұрын
Great content! Thanks for making interesting and informative videos.
@ConnectingODots
@ConnectingODots 10 ай бұрын
Thank you Pera, I really appreciate it 🙏
@johnthomas5806
@johnthomas5806 10 ай бұрын
waiting to see it hit the streets.....go Elon..
@why6212
@why6212 10 ай бұрын
Get comfy, because we're going to be waiting a long time 🙃
@timsailors
@timsailors 10 ай бұрын
@@why6212I disagree!
@deadzen
@deadzen 10 ай бұрын
Yeah i disagree too ​@@why6212. Look at what Tesla has done since 2020. Lookwhat Elon has done in that time. Its mind boggeling
@Lovejazz01
@Lovejazz01 10 ай бұрын
@@timsailorsI disagree also, the design is done, just waiting on the manufacturing process, it will be implemented at Austin to start until Giga Mexico. I don’t think it will be revealed until the manufacturing process is ready…
@alantaylor353
@alantaylor353 9 ай бұрын
Elon is a tool.!
@liberty-matrix
@liberty-matrix 10 ай бұрын
"The greatest shortcoming of the human race is our inability to understand the exponential function." - Prof. Al Bartlett
@alsnow3582
@alsnow3582 10 ай бұрын
Fantastic video and thanks for making it interesting and understandable!
@richinvancouver3100
@richinvancouver3100 10 ай бұрын
They are currently working on the production line for M2 in Texas where ALL the smart engineers live Elon said this. They are refining the process until they get it to a fast enough assembly line. Only then will they roll it out into full production so they can ramp fast with demand. M2 cannot have anywhere near the delivery times as CT. When Mexico giga factory is ready they will go with these best processes and machines at the time. They will continue to improve M2 speed in both factories as they do with all lines in all factories.
@feedvid
@feedvid 10 ай бұрын
Excellent informative video. 👍
@jimdalvic3094
@jimdalvic3094 10 ай бұрын
One thing they will have to do with the rates of production that they plan is to optimize finished vehicle transportation between plant and customer. Perhaps train FSD to drive cars from end of line straight into shipping containers?
@douglasburnside
@douglasburnside 10 ай бұрын
_... straight into shipping containers_ Or, straight into the customer's driveway.
@hardyvonwinterstein5445
@hardyvonwinterstein5445 10 ай бұрын
Incredible content. Hats off sir.
@lengould9262
@lengould9262 10 ай бұрын
I'm expecting M2 to use a LOT of moulded plastic/frp for exteriors (fenders, doors moulded in 2 layers which snap together with window and latch/lock systems inserted or pre-moulded in), (t/f)runk lids. Exterior and interior surfaces pre-finished in mould, wire preinstalled with electronic controllers and joining connectors. Low-density low-cost insulating foam filling.
@photogol
@photogol 10 ай бұрын
Great video, Thanks!
@thomasfederl9774
@thomasfederl9774 10 ай бұрын
"There is no Model 2" - Elon Musk Maybe a CyberCar ? I'll take 10 ^^
@FrunkensteinVonZipperneck
@FrunkensteinVonZipperneck 10 ай бұрын
Carma.
@glthom1
@glthom1 9 ай бұрын
I am with you, I see the Train a coming!
@gregbailey45
@gregbailey45 10 ай бұрын
It's going to be phenomenally popular!
@FrunkensteinVonZipperneck
@FrunkensteinVonZipperneck 10 ай бұрын
Like FRUNKENSTEIN! 😻
@allogan7428
@allogan7428 10 ай бұрын
This content is awesome fantastic work🎉🎉
@kylekleman
@kylekleman 10 ай бұрын
What composite process are you assuming can eliminate paint? I can’t think of any composite materials that have any strength and mold in color.
@ConnectingODots
@ConnectingODots 10 ай бұрын
If my guess is correct, Composite upper chassis will be black (natural carbon fiber composite color). It wouldn't need any paint Color could be achieved via plastic or colored composite body panels - either covering or displaying the black chassis. If displaying, wraps could hide it
@kylekleman
@kylekleman 10 ай бұрын
@@ConnectingODots there is a black SMC material that is UV stable. SMC has fiberglass or carbon fibers within the resin which can make the panels strong. I could see this could working if the only color is black. Aptera is going this route but painting the panels. This would be perfectly fine and even desirable for a robo taxi? No paint would hide scratches! My guts tells me that carbon fiber is still so expensive it wouldn’t work for the model 2. I would think It would be more costly than any aluminum or steel painted parts, even from a system perspective. When you make 1 million cars per factory, capital can be paid for very quickly. I would be very surprised if carbon fiber didn’t add hundreds of dollar per car. Even a hundred dollar paint shop would be paid for fast. (Maybe there is a throughput value though?) Your video got me thinking about the old Saturn cars that used plastic panels. It sounds like they were injection molded. That could keep the part cost down and could eliminate paint. The issue in the past was that plastic expanded and contracted more than metal which drove large panel gaps. Maybe there are ways to improve that today? Excellent food for thought and great video! If anyone can figure it out, it’s Tesla.
@jwmc41
@jwmc41 10 ай бұрын
Great presentation and many thanks. Tessa courage in bringing together all these complete new things in one go is why they will eventually kill the competition who could not possibly think of doing the same.
@Ebooger
@Ebooger 10 ай бұрын
Ramp will be fast with, of course, some speed bumps. model 2 raise the bar so high many others will be scared off. Performance and range will astound, as will price and build quality. I am expecting well over a million cars a year
@Dave5843-d9m
@Dave5843-d9m 10 ай бұрын
A huge chunk of automotive wiring serves the lights. They could be wireless controlled but they all need energy so power over Ethernet makes sense. The network is looped around the car. Everything is controlled electronically via programmed nodes at each location.
@theairstig9164
@theairstig9164 9 ай бұрын
One step closer to anti right to repair. That network just needs to be encrypted to lock out third parties. That includes thieves, owners and repairers
@fredhearty1762
@fredhearty1762 10 ай бұрын
Bots have to be on the line... Musk said that the production process wouldbe mind blowing -- vastly exceeding anything on the planet. Since Tesla itself has the highest tech production facilities in the world (95% automated), the new lines have to beat them by a lot.
@andrewb8744
@andrewb8744 8 ай бұрын
I’m enjoying your videos! Thank you.
@XXfea
@XXfea 10 ай бұрын
I'm so excited!!! Feeling moist and a bit fidgety!
@codycast
@codycast 10 ай бұрын
6:00 whenever I hear about how great a new way to do something is (in this case, hairpin motors) I ask “why are people not doing that now then?”
@FrunkensteinVonZipperneck
@FrunkensteinVonZipperneck 9 ай бұрын
hairpin motors are popular - GM invented the bobbies
@rkalla
@rkalla 9 ай бұрын
That's how innovation works though, right?
@chris24hdez
@chris24hdez 9 ай бұрын
The difference is that Elon doesn’t stop at failures, he expects failures. He eats failures for breakfast.
@RebeccaLarson-v7n
@RebeccaLarson-v7n 10 ай бұрын
Tesla was the most exhilarating test drive I ever had. Only car for me. ❤️ - so fast 🥰solid built 👍
@doobiedoo5450
@doobiedoo5450 10 ай бұрын
Good content, but the horn music at the beginning of each chapter is enough to make me not normally watch because I usually watch KZbin when I’m trying to fall asleep. The music prevents me from being able to doze off. However the content is really, really good.
@johndavid9418
@johndavid9418 10 ай бұрын
Perfection can only be achieved through trial & error & persistence & patience.
@evangriffiths7895
@evangriffiths7895 10 ай бұрын
My guess is that they either are or soon will be trying out their new processes, refining them as they go. At end of year they will begin to ramp production. Since Shanghai has been at the forefront of production innovation, I believe that will be the site for the second line. Further improvements will happen there and shared with Austin. THEN they'll begin production in earnest 2nd quarter next year. My 2 cents
@vincewestin
@vincewestin 10 ай бұрын
Very unlikely. First, they have clearly said they do NOT plan to adapt in new locations. They are going to copy Austin and then paste that to multiple new locations. Second, it is clear that Monterrey will be the second location. Note that Monterrey may have multiple lines for producing these new vehicles. Third, there have been several challenges with the CCP around vehicle use in China. Since Tesla has used much of their Shanghai land, it seems likely that they will have another Asia site for Tau/2 for the Asia markets. They may well add a line in Germany, assuming the local government is willing to get out of the way.
@halfglassfull
@halfglassfull 10 ай бұрын
great info video although IMO fanfare tada's are a bit much...thats just me tho.
@ErvinKortsLaur
@ErvinKortsLaur 10 ай бұрын
Amazing video!
@marcschouten3527
@marcschouten3527 10 ай бұрын
Wow great insight and commentary. Very approachable for a nontechnical person. Subed and looking forward to more.
@nelsonmacy1010
@nelsonmacy1010 10 ай бұрын
Best deep dives wrt Tesla. 11 / A+ Talk with Brighter with Herbert, Dave Lee, James Douma, Larry Goldberg, etc You message should be shouted out! Thx
@ConnectingODots
@ConnectingODots 10 ай бұрын
🙏
@douggolde7582
@douggolde7582 10 ай бұрын
You forgot reluctance motors. The best magnet is no magnet.
@ConnectingODots
@ConnectingODots 10 ай бұрын
I know, only Tesla specifically said that tgey will make thr cars with PM motors, with magnets that don't use and rare earth elements
@FrunkensteinVonZipperneck
@FrunkensteinVonZipperneck 9 ай бұрын
@@ConnectingODots dysprosium doesn't rhyme
@cammcnicol3379
@cammcnicol3379 10 ай бұрын
As an ex-manufacturing engineer, my brain buzzes as you explain your thoughts on possible manufacturing optimisations for next gen Tesla models. As a Tesla share holder this compact car feels like a hefty win-win. A super high tech product with low-cost manufacture and potential high margin. And then lower ASP puts the car into affordability territory for many including me. 🎉
@matthewhuszarik4173
@matthewhuszarik4173 10 ай бұрын
Do you think a Model 2 will even bother to have heated or cooled seats? Combining them with the battery cooling system seems like a disaster waiting to happen.
@peterjohn5834
@peterjohn5834 10 ай бұрын
Excellent video presentation, thanks.
@WilliamFontaineJr
@WilliamFontaineJr 10 ай бұрын
What I consider my common sense says they will not be using Optimus on the new gen 2 vehicle, but they are Tesla, so I have learned that my common sense does not often apply to what they do. The future is bright.
@yarrik701
@yarrik701 10 ай бұрын
Some interesting ideas, but much of what's detailed benefits the manufacturing aspects of these cars at the expense of repairability. Damage or malfunction of a part may necessitate replacement instead of repair. If parts aren't plentiful and cheap, more insurance issues will be there to greet EV owners.
@mikey7326
@mikey7326 10 ай бұрын
Thanks very much for these interesting videos.
@simonpannett8810
@simonpannett8810 10 ай бұрын
Yes, the ultimate Tesla challenge! This will take a couple of years to get any production and a couple of years after that to perfect the process!! If only they have enough batteries???
@vincewestin
@vincewestin 10 ай бұрын
Tesla has scaled 4680 on the lines in Austin. They will continue to ramp and add more lines n
@zaz4667
@zaz4667 10 ай бұрын
28:20 Love the robot that says - "The fu-k??"
@dewiz9596
@dewiz9596 10 ай бұрын
Watching videos from GigaTexas, I’ve noticed that Cybertruck production is accelerating!
@vincewestin
@vincewestin 10 ай бұрын
Tau/2 will be built by Optimus. The stations need to be tight together, and OSHA rules limit how tight that can be with humans involved. Since the plan is to copy/paste the Austin line (not copy/optimize/paste), and all other lines will extensively use Optimus, they have to use Optimus for Austin (even if that means holding back a few months for Optimus to be able to do the work).
@csmarkham
@csmarkham 10 ай бұрын
An analysis of Optimus production is required to answer your last question. Optimus may have a different inflection schedule bottlenecking broad areas of the alien dreadnought.
@stone-hand
@stone-hand 10 ай бұрын
I wish them runaway success, but... There was a reason, in WWII, using an experimental engine while developing a new aircraft often resulted in a miscarriage.
@Winterheart87
@Winterheart87 10 ай бұрын
Love this content! Cant wait to see Tesla's Civic/Corolla killer ❤️💛💙
@FrunkensteinVonZipperneck
@FrunkensteinVonZipperneck 9 ай бұрын
Model Y already did that...
@ChrisBrengel
@ChrisBrengel 9 ай бұрын
8:52 how crazy laborious it is to make a car seat
@hemaccabe4292
@hemaccabe4292 9 ай бұрын
The country is desperately hungry for an affordable vehicle. The question is not can they succeed, but can they get the price down far enough that people want to buy them considering their inherent limitations.
@sparty94
@sparty94 9 ай бұрын
this video is more of an engineer cheering section than a tech review.
@thomassimmer5186
@thomassimmer5186 10 ай бұрын
Another excellent program, but please note that your ctdots still only gets a 7 day free offer, not 30 days.
@trapoza66
@trapoza66 8 ай бұрын
Yikes! It’s been cancelled to make room for it being produced as a robotaxi only. I’d love to see your follow up video that explores the reasoning for this ! Just trying to time my final $TSLA stock purchase!
@scottwatschke4192
@scottwatschke4192 10 ай бұрын
Excellent video.
@L1VE3V1L
@L1VE3V1L 10 ай бұрын
It’ll be a success like everything else they’ve done.
@geemy9675
@geemy9675 10 ай бұрын
tesla octovalve seats can harnest the heat of farts to pre condition the battery before fast charging or launch control although the aim being to make the M2 as cheap as possible, non heated, non ventilated, non liquid heated/cooled sounds like the best solution, at least for the base trim. same for glass roof, premium sound system, etc I dont know if there will be more premium trims, if automation and factory output is the priority, its easier to make every car the same.
@FrunkensteinVonZipperneck
@FrunkensteinVonZipperneck 9 ай бұрын
but in the video, he talked of liquid cooling ... do you want liquid farts? Eww!
@geemy9675
@geemy9675 9 ай бұрын
@@FrunkensteinVonZipperneck well liquid/water cooling is more efficient than air cooling and is used in any modern car, EV or gas. Tesla octovalve is water/glycol but it's a heat pump using condenser and evaporator to move heat much more efficiently
@rjhayward1
@rjhayward1 10 ай бұрын
A great video, and why I am a Tesla investor.
@FrunkensteinVonZipperneck
@FrunkensteinVonZipperneck 9 ай бұрын
Mr. Dots said he's invested EVery buck in Tesla.
@surferdude4487
@surferdude4487 10 ай бұрын
Your best guess is that the M2 will have polymer body pannels. Is there any evidence to support that over stainless steel?
@michaellatta
@michaellatta 10 ай бұрын
I expect they will be setting up m2 test production this year and get the first production line built next year with production ramp starting in 26.
@malcolmrickarby2313
@malcolmrickarby2313 10 ай бұрын
That is what they are saying now.😊
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