Chapter 3 of Tesla’s latest ambition: new factory, new energy plan, new robots

On March 2, Beijing time, Tesla’s 2023 Investor Day was officially held, and Musk appeared to decrypt the third chapter of the secret grand plan. According to the company's Chief Financial Officer Zach Kirkhorn, this event will discuss three parts, namely how to use the earth's resources for sustainable energy production, Tesla's contribution to global demand, and what all this means for Tesla. The meaning of pulling.

1. How to use the earth’s resources for sustainable energy production

Musk was the first to say that there is a clear path to sustainable energy on earth. It doesn't require destroying natural habitats, it doesn't require us to be frugal, it doesn't require us to get stuck in the cold or something.

Musk said that the earth is currently a "dirty" planet and will become a planet driven by renewable energy in the future. He hopes to see this change in his lifetime. He also proposed an ultimate plan to produce fuel for rockets to Mars, extracting components from the air and synthesizing methane fuel to power the rockets, and he also proposed using hydrogen to completely replace coal. "We live on the earth and are investors in the earth. We must take action instead of blindly wishful thinking and believe that the earth can spontaneously shift to a sustainable energy economy."

Musk also introduced the "Grand Plan": Energy storage 240 TWH, renewable electricity 30 TWH, manufacturing investment $10 trillion, energy requirements less than half of the fuel economy.

It is reported that the third chapter of Tesla’s secret ambition is broken down into five core aspects: comprehensive transition to electric vehicles; use of heat pumps in household, commercial and industrial fields; use of high-temperature energy storage in industrial fields and green hydrogen; applying sustainable energy on aircraft and ships; using renewable energy to power existing power grids. According to Musk's plan, the world is expected to realize this ambitious sustainable energy plan by 2050.

Specifically, in terms of large-scale application of heat pump technology, the current installation rate of heat pumps has increased by 10% year-on-year, of which about 10% is used for building heating. Tesla believes that in the future, households, businesses and even entire industrial sites should turn to heat pumps. Heat pumps are expected to replace fossil energy to solve heating problems and significantly reduce energy consumption.

In terms of resources and materials, Musk and Tesla CFO emphasized that the transition to a sustainable economy will actually require less fossil fuels than currently consumed. Musk also reiterated his previous position on lithium, saying that the key limitation in the production process of new energy batteries comes from the capacity to purify lithium elements, rather than the discovery of lithium mineral resources. Musk pointed out that Tesla hopes to invest US$10 trillion in sustainable energy manufacturing. Tesla’s next-generation platform will reduce silicon carbide by 75%. Tesla’s next generation platform will use 75% less silicon carbide. The first generation of permanent magnet motors will also not use rare earth materials at all.

2. Tesla’s contribution to global demand

Ashok Elluswamy, director of Tesla’s autonomous driving software, emphasized when discussing the topic of autonomous driving that Tesla’s contribution to global demand The approach to AI systems is very different from before, with companies able to use AI and more to solve complex planning problems. He also pointed out that manual labeling is far from enough, so Tesla is using an automatic labeling system.

As for the charging aspect that the public is concerned about, Tesla said that the company’s supercharging hardware and installation costs are 20% to 70% lower than the industry average. Tesla charging piles will be suitable for all electric vehicles. Rebecca Tinucci, senior director of charging at Tesla, said Tesla uses Trip Planner as an air traffic controller to enable faster and cheaper charging of electric vehicles. The cost per kilowatt-hour has dropped by 40%, from 19 cents to 12 cents, helping owners achieve faster and cheaper charging of their electric vehicles.

It is reported that on February 28, Tesla opened the first 10 super charging stations in Australia and the United States to other electric brand vehicles; in Europe, 50% of the super charging piles are open to all brands of electric vehicles. vehicles are open; in China, the plan has also entered the debugging stage. Tesla has also implemented data exchange with other electric vehicle and charging facility manufacturers to balance the use of charging piles, guide users to "less busy" facilities, and improve charging facility utilization.

It is worth mentioning that recently, Mexican President Lopez said that Tesla will build a new factory in the industrial city of Monterrey on the US-Mexico border. The factory will be Tesla’s second factory in China and Germany. the third overseas factory. Mexican Deputy Foreign Minister Martha Delgado said the investment is worth more than $5 billion and that the new Mexican factory will have an annual output of about 1 million vehicles. Tesla officially stated at the event today that four factories are not enough and Tesla needs to build new factories. It was immediately announced that a factory would be built in Mexico. The factory will be located in Monterrey, the capital of Nuevo Leon, Mexico, which is not far from Tesla’s current Austin, Texas factory.

"We have been working hard to expand production. We intend to increase production at all factories, and the Mexican factory will expand our production capacity." Musk said.

Unfortunately, Tesla did not release a cheaper or more surprising new car this time.

Tesla chief designer Franz von Holzhausen mentioned that the Cybertruck truck will be released this year, and the scene was filled with applause. Musk has previously stated that Tesla’s semi-trailer Cybertruck will not be mass-produced until 2024. Holzhausen concluded his presentation by saying Tesla won't actually show off its next-generation car until later, meaning the event won't announce the launch of the Cybertruck. It is worth mentioning that Cybertruck and all future cars will move to a 48-volt electric system.

At the scene, Tesla also showed a video about the humanoid robot Optimus. Optimus has clearly come a long way since last year's AI Day video, and he's already able to walk, work on another robot, and even "assemble himself."

3. The significance of all this to Tesla

Currently, Tesla has set its sights on reforming the production model of automobiles and improving automobile design in order to Reduce the number of body parts, improve manufacturing efficiency, reduce production costs, build new factories, expand production capacity, and further expand production scale. A series of operations will undoubtedly mean that Tesla’s price will be lower in the future.

Tesla announced Chapter 2 of its grand plan in 2016, but it has not yet been fully realized. The plan includes four main goals: create solar roofs with seamless integration of battery storage; expand the electric vehicle product line to meet the needs of all major market segments; and develop autonomous driving that is 10 times safer than manual driving through large-scale fleet learning. Ability; Let your car make money for you when idle.

Currently, the third chapter of Tesla’s ambitious grand plan has been announced. Will the market buy it? Can the plan really be implemented? Let us wait for time to give the answer.

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