Tesla NEXT GEN EV Manufacturing CHANGES | $25K Tesla PIVOT

Tesla has pivoted away from their ambitious plans to completely revolutionize the way their next generation of more affordable vehicles will be manufactured, meaning their “unboxed process” won’t be fully implemented just yet. In this video I discuss Tesla’s pivot, why it is actually a good thing and also what Elon said about other new Tesla vehicles coming soon!
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Tesla just launched their best Model 3 Performance yet, and I have to say as compared to other performance vehicles on the market, the Model 3 clearly gives you the most bang for your buck. But, Tesla offers another amazing performance EV, the PLAID MODEL S as well! In this video I compare the all-new Performance Model 3 to the Plaid Model S to determine if the Model S is worth the extra price.
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NOTE: The content found in this video should NOT be regarded as financial advice. I am not a financial advisor, and this is NOT in any way a recommendation or offer to buy or sell securities. While the information in this video is believed to be accurate at the time of recording, no guarantees are being made about the accuracy of the information presented in the video. As of the recording of this video, I am NOT invested in Tesla stock or securities, nor any other company mentioned in this video.

[@jastu9841]

I dont want a glass roof or crazy acceleration. I dont care about lower cost interior materials. I just want a car with a decent range and smaller than model 3. The only thing I expect are no compromises on the software capabilities. In Europe, the Fiat 500 EV has been a bestseller despite bad specs and relatevely high cost. But it is one of the few EVs with small dimensions. Tesla should be able to produce such a car at significantly lower cost than the model 3.

[@eunu6928]

Agree.

[@markmiller8903]

Toyota corolla is your car.

[@georgepelton5645]

IIRC, Elon said on the Q1 conference call that Tesla was still going to use the new "unboxed" assembly process for the robotaxi, or "CyberCab," to be revealed on 8/8. Also, at the end of the call, Lars ticked off a list of 4 or 5 technologies from the "$25k car" that would be used in the new models that would be built on existing assembly lines. IIRC, It included things like 48 V, rare earth free magnets, 75% less SiC, etc.

[@rogerstarkey5390]

correct

[@allenahil]

What is SiC

[@rogerstarkey5390]

​@@allenahil Try Google

[@Withnail1969]

Nothing new about rare earth free magnets, they just suck.

[@pepposax]

@@allenahil silicon carbide transistors in the power electronics

[@simonAdeWeerdt]

Lots of attention on a small robotaxi with a shared platform with the 25k vehicle, but not much attention on the van or minibus which might also be a robotaxi.

[@bryanchannell7715]

Proud to have built giga Austin Texas a few years ago

[@michaelnurse9089]

Yup. Cleanerwhat misread what Elon said. NGP coming 8/8 is unboxed.

[@thomasgerber1472]

All successful Taxi Models worldwide are not based on compact car Plattforms. In europe the mercedes Taxi model is usually the e class and not the small a class. Who wants to pay for a ride in a smalish compact car?

[@aquavelva4927]

People wouldn’t want to pay 50-75% less for a taxi ride?

[@thomasgerber1472]

Uber's 5million drivers make in average 30 revenue generating miles per day. If you replace each driver with robotaxi and charge 1 Dollar per mile you have just 12000 dollars revenue per year, but you have to built 5 million robotaxis. Uber drivers make sure the car stays clean inside throughout the day. Thats a minor Detail, but how will robotaxi do it? Just asking. The whole Business Model is not thought through.

[@rhiantaylor3446]

Much easier to introduce "unboxed" in a new factory rather than shutting down existing lines to introduce radical change. On the other hand, there is also the balance between capital cost i.e. new factory build-out vs. current account costs such as COGS. The key issue in all of this is demand - if it weakens then it makes sense to delay the build-out and suffer higher COGS in the short term until demand picks up. A second issue is the natural desire to drive to launch lower cost vehicles to increase access to market demand - cutting across this is the expectation that FSD/Autonomy will increase vehicle utilisation and thus reduce unit demand. If you pull forward expectations for FSD you cut the ground underneath the need to support ever higher demand for low cost vehicles.

[@curioussand1339]

Their new unboxed process was a genius move and now when it's scrapped it's also a genius move? Maybe it was just announced 5 years too early? The amount of early promises and bluff from that company when stock is under pressure is ridiculous.

[@sparkysho-ze7nm]

Mr John I kinda do care bout th unboxed process cause it will surely lower prices

[@Tryagain205]

I think Tesla will use powder coating instead of paint for the next generation vehicles. Powder coating doesn’t dry up and clog, the excess powder that doesn’t adhere can be re-used. They will assemble the doors, hood and trunk before fitting onto the vehicle-not fitting them, then painting, removing, assembling and finally reinstalling. FSD was originally derived from the factory; Tesla may be able to use end to end neural networks to train the new assembly line. The assembly line could be able to autonomously call for things like the W.OW. to change out a storage trailer, order parts and detect bottlenecks long before humans can detect them.

[@markmiller8903]

They need to stop making EVS and convert to ICE vehicles. Nobody want EVS.

[@rico4229]

Lol 😂

[@boostav]

4:00 The unboxed process has not been shelfed it will be used on the Robotaxi so as to be able to trial the novel manufacturing process without undue pressure. Learnings will be incorporated into the new factories required to build the $25k vehicle and the vehicle itself.

[@bsaxman2012]

5:40 Re Model Y having front and rear giga-castings, is that true for both Fremont and Austin-built Model Ys? Also, I thought the use of giga-castings in the Model Y also required the structural battery pack (4680-based). If true, then is the Model Y with 2170 cells using front and rear giga-castings?

[@larrye6778]

700 million car looks like the shape of the aptera

[@flaymil5373]

? The unboxed process is not cancelled. It’s the mega casting for the whole car 1 piece that cancelled that would require the 11 ton Gigi casting

[@georgepelton5645]

Yes, Tesla said the “Cyber Cab” will be made with the unboxed process. Casting the BIW in one piece is not comparable with the unboxed process, since it requires separate pieces. Not surprising that Tesla cancelled the one-piece casting after finding a better way to reduce costs.

[@boostav]

8:50 No, that's incorrect. The robotaxi is on the next gen platform, the low cost compact crossover will be on the 3/Y platform with some of the next gen platform cost reduction measures that can be applied to existing lines.

[@johnjon6349]

Wireless charging for robotaxi, stripped down model 3 and Y for inexpensive models, a compact vehicle and robotaxi/commercial van…. Seems pretty obvious.

[@daveq9818]

Which current line will he use ? Maybe use S or X line ?

[@billtruttschel]

I'm surprised we haven't seen a leak of the next gen body yet.

[@andders2477]

maybe there are no new body, just new tech in exsisting.

[@Paul-vd5em]

It sure is wise that Tesla is pivoting to not do what they said they would. I think I've heard that quite a bit recently.

[@erictheblue7256]

I think it is wise for Tesla to delay implementation of new factories using the complete unboxed process. I suspect Tesla either has 1st class economists on staff or via 3rd party consult. Those economists told Elon that a global recession is coming, USA included. Thus, vehicle demand will be less for the near to mid term. This is why Tesla will introduce next-gen tech on existing lines slowly. They'll still be able to produce a low cost robo-taxi and compact efficiently with a relatively low CAPEX commensurate with a recession. One more thing: if the robo-taxi deployment is successful, it alone will reduce demand for human-controllable cars over time.

[@jjamespacbell]

I am expecting a Modified Model Y with additional features to adapt for RoboTaxi and delivery vans. Powerdoors so if a passenger exits and does not close door which would leave car inoperable Additional internal cameras for security Front camera or possibly front corner cameras allowing vehicle to see when pulling out of blind spots Remote capable software to allow for support in case some unforeseen issue requires operator intervention at least for a few years Modified external door handles to make it obvious how to enter vehicle A cargo/light work van style body with power outlets suitable for 120 volt power tool charging

[@dyworking]

Elon did the right move. Rushing the model 2 and spending billions on new gigafactories in a saturated over supplies market would just burn cash and cannibalize on the model Y and model 3 and over supply the market even more. It would be better to improve and lower manufacturing costs on existing productions lines.

[@brianjohnson2650]

You seemed to imply that the Austin built Model Y Long Range with 2170 cells have Giga castings on the front and rear? I was under the impression that the Austin built 2170 Model Y did not have front Giga casting and the 4680 Model Y had front and rear Giga castings. Please inform me of your sources for which cars currently have front and rear Giga castings from Austin.

[@4literv6]

I'm wondering this to? The Berlin Y with the byd blade pack has both the castings proven by multiple actual owners shared publicly. But I wasn't aware the U.S. built 2170 or lfp Y used both CASTINGS? 🤔

[@doolittlegeorge]

What might help with Giga Mexico if that be the plan is to move the now probably very well used production systems from Freemont into Mexico for Model 3 and Model Y and move new "alien dreadnought" equipment into Freemont possibly to produce Model S, Model X and Next Gen. This new tooling could indeed be far more efficient but also more robust and much more precise thus improving initial build quality by an order of magnitude the latter of which is where the money shot be had as then servicing costs can drop something which remains a big time drain on Tesla with Cybertruck at the moment and despite what I would regard as a successful launch anyways. Rivian and Ford clearly understand battery electric trucks better as they understand/understood full size trucks going into this better. Both Ford and Rivian are still planning on standing up brand new production as well with Rivian even getting a massive check from the State of Illinois for expansion and early rollout of R2. The Rivian R2 might be the first to steal a march on Tesla getting to pocket rocket battery electrics first and possibly hitting the "downsizing wave" going on in the current US vehicle market mix where Toyota Corollas, Honda Civics and Ford Mavericks are suddenly all the rage. Starting to see visual confirmation that battery electrics are becoming a common occurrence here on the US Eastern Seaboard as well and not just Teslas but Riviians, Fords, Hyundais even a Lucid. Golf carts are still totally so not worth it tho 🙄🙄🙄🙄🙄🙄🙄🙄

[@eugeniustheodidactus8890]

*The clock is ticking on Tesla vehicle sales. BIG PIVOT COMING!* IMO, what Musk really wants to tell us is that before 2030, the lionshare of production will be kept in house for Robotaxi, where those assets will generate 20x the profits than selling cars.

[@4literv6]

Anyone else outraged over rj wasting $19,000,000,000+from 2019-2023 while running rivian to near bankruptcy(current runway is about 16 months left)and then cutting 17% or his workforce in the past 10 months? Or how he's actually lost more execs in the past 24 months than tesla?

[@tapuzak]

He tweets better and does not talk politics so it’s a free pass on that. 😂

[@Kukaboora]

You know from Statistica only 3% of US population use taxis often (2-5 times a week), 58% use taxis occasionally (2-5 times every two months) the rest would go everywhere with their cars. Europe is worse than that. Where can robotaxis draw their income? Especially when you have quite a few robotaxis companies. Robotaxis would not work in SE Asia, 90% population use mopeds or motorcycles. Be real would you.

[@itchynackers]

clearly (to some of us) they anticipate society will slowly move from a car ownership model to a car borrowing model.

[@advancedbodydesign]

Better for Elon to complete CATL Battery Mfg 🔋 so Base Model 3 Qualify for President Bidens $7500 EV credits

[@barryh9653]

It's the wrong time to bring in the robo taxi! The cheap EV Should come first!

[@webreakforsquirrel4201]

Anytime Elon pivots to some wild unhinged move nobody understands, the rhetoric is always "I think its a good move." Maybe if more people actually criticized him and called out his BS he would knock it off. On the other hand. At this point the only reason and I mean the only reason to invest in Tesla is he just monopolized his charging network. It hurts vehicle corporations not a Tesla owner. So far government hasn't cut his free money in the form of carbon credits to sell. I dont believe it is unfair to be a fierce competitor. He may have just given other vehicle manufacturers enough rope to hang themselves with. When he said GFY I think this was the plan all along. I may be underestimating Elon Musk.

[@ahhmm5381]

I thought anyone could use a Tesla supercharger

[@mikadavies660]

So what is NEW here? Anyone following anything to do with Tesla knows all of this already.

[@vlad2838]

At this point, does this character (not you, Jon!) have any credibility? (The same goes for you, Stans…)

[@buddy1155]

Tesla has just became a regular OEM, most of the huge financial incentives are gone and there are no more countries where new markets can be found.

[@xlargetophat]

Pivot= I don't know what I'm doing

[@wbwarren57]

Truly, Elon is a genius! A year ago he made some rather clear statements about what he intended to do. Now that it is clear that he failed at doing those things, he has learned in his genius way to make a whole bunch of confusing and vague statements about what’s coming, and to imply a whole bunch of possible things so that he can get a bump in his stock price because obviously the future is so bright and yet there’s nothing really concrete in what he said that people can hold him to in the future. This is pure genius! His statements are so vague, his promises are so wishy-washy that it will be very difficult for shareholders to bring a successful lawsuit. And at the end of the day, it all about funneling more money to Elon in ways that he can’t be held responsible for?

[@ahhmm5381]

Were you an Elon fan? Why the vitriol?

[@TommyboyGTP]

You want a 50% reduction in manufacturing costs? Move assembly out of California

[@Mabeylater293]

Tesla NEEDS TO GO UNION. THE 500 supercharger employees who were let go because of his tantrum deserve job security too

[@nickbroekman9360]

Union 😂. Just make sure everybody gets compensated trough stock. Way better for all parties and you won’t end up like GM. Companies that are just unable to change. That’s the worst. Unions are at the heart of that. Just bad long term for all and quite frankly immoral.

[@marcusoutdoors4999]

GM and Ford have laid off many times more workers

[@johnpoldo8817]

Unions are obsolete and too disruptive. As a result of layoff, Tesla will have trouble finding good new hires in the coming years.

[@buddy1155]

It takes Tesla currently +5 years from functional prototype to a rushed product that needs a recall after a month. So any new vehicle will not be on the market this decade. Why even bother talking about it.

[@kwalelalipimile3894]

As opposed to talking about the "new" gas cars that are evolving at a snails pace? What new evolution do we expect from gas engines? Crazy thought, if they streamline model 3 enough, it may end up being the 25000$ car😅

[@dadman9492]

Go troll somewhere else troll

[@kwalelalipimile3894]

Your stats show 100+ comments on this channel, you must be avidly engaged or a spam bot.

[@buddy1155]

@@kwalelalipimile3894 That 25K car from Tesla is as unrealistic as the 40K cybertruck. Tesla always over promises and under delivers. Beside in Europe we already have 3 cars under 25K including tax! Citroen-e C3, Renault 5 and Dacia Spring.

[@buddy1155]

@@kwalelalipimile3894 100 are not so many, i am with this post already on 5 posts. So in the last 5 years | probably could have commented on 20 videos... so, that is commenting on 4 videos in a year.