This is the $TSLA shareholder meeting at #BatteryDay.
📈
Hey @elonmusk can the cameraman shake the camera more?
Love that dramatic effect.
Finally the $TSLA shareholder meeting is over.
Time for proper #BatteryDay content.
It's hard to read the room with everyone in cars $TSLA
-@elonmusk
"From ground breaking to volume production in 15 months [in China]" #BatteryDay
$TSLA is the only company to reach Volume Production in the U.S., and remain profitable, in 100 years.
4 Consecutive Quarters of GAAP Profitability #BatteryDay $TSLA
Consistent Free Cash Flow Generation.
Tightening the [time] gap of when car is manufactured to when it is delivered [to the customer] #BatteryDay $TSLA
Without one factory in each continent, this cannot be achieved.
#Austin production is faster, costs less, and fundamentally improves $TSLA economics due to it being located towards the Central U.S. #BatteryDay
50% growth in $TSLA in 2019. #BatteryDay
How much an electric car is better than any other Gasoline Car.
Average Lifecycle Emissions in the U.S.
$TSLA #Energy #Oil #Gas #Solar #BatteryDay #BatteryDayBINGO
Highest passive safety ratings in $TSLA.
Even higher safety ratings with active safety.
"The safest car you can drive is a Tesla." #BatteryDay
2.1 crashes per million miles.
0.3 crashes with #Autopilot enabled in a #Tesla $TSLA
We can get [safety] 10x better from here.
#BatteryDay
"Surround video. More cameras simultaneously, seeing how images change over time. Labelling that. Sophistication of the neural net in the car is changing dramatically.
Public Beta in a month for #Tesla #Autopilot.
You'll understand the magnitude of change. It's profound."
[The] difficulty of making a #Model3 #ModelS #ModelX is dramatically easier than designing the factory that makes it.
$TSLA #BatteryDay
3 new factories. Incremental.
Expanding Shanghai with 2nd phase.
Berlin has progress.
Texas even faster progress.
#Tesla $TSLA #BatteryDay
$TSLA has launched the Megapack #BatteryDay
That concludes the Shareholders meeting.
Battery Day specifics coming next.
Fundamental good of $TSLA #BatteryDay?
"By how many years did we accelerate sustainable energy?"
"How we are going to make a step change improvement in the sustainable phase of Energy"
Here comes @business's @emilychangtv on $TSLA!
Per @emilychangtv's discussion on @business:
"@elonmusk APPLAUDS #TESLA SHANGHAI TEAM FOR BUILDING A VEHICLE MANUFACTURING PLANT IN JUST 15 MONTHS"
"This time is not like the past.
It's time we take action.
Running this type of experiment is insane.
Might as well move to the future" #Tesla #BatteryDay @elonmusk
"In the past 10 years, power production in coal went form 46% in 2010 to 23% in 2020" #Tesla #BatteryDay
"To achieve the transition to sustainable energy, we must produce more affordable EVs and Energy Storage, while building factories faster and with far less investment" #Tesla #BatteryDay $TSLA
150 Terawatt-hours to transition vehicles of all types to Electric #Tesla $TSLA #BatteryDay
Goal one: Terawatt-hour Scale Battery Production diagram.
$TSLA #Tesla #BatteryDay
Goal one Problem
"Money is an ethereal thing. Depending on how efficient effort is, we want the most [produced] batteries." $TSLA #Tesla #BatteryDay
Goal Two: More Affordable Cells/[Cars] Diagram.
$TSLA #Tesla #BatteryDay
"Early growth was promising, but growth is plateauing. That's what's motivating us."
$TSLA #Tesla #BatteryDay
BATTERY DIAGRAMS INCOMING:
"Bigger Cylindrical Cells Cost Less"
"... it isn't just about creating a bigger form factor"
$TSLA #Tesla #BatteryDay
"The Challenge with Big Cells is Supercharging"
$TSLA #Tesla #BatteryDay
New battery diagram $TSLA #Tesla #BatteryDay
5x range.
15% more range.
6x the power.
... only due to [that] ONE innovation.
THIS IS NOT A CONCEPT OR RENDERING.
$TSLA #Tesla #BatteryDay
It will take 1 year to reach the 10 gigawatt-hour capacity at the manufacturing plant.
$TSLA #Tesla #BatteryDay
14% $/KWH Reduction Diagram
$TSLA #Tesla #BatteryDay
Inspiration for Battery Factories from Printing and Bottling factories.
Simplicity and streamlining is the key.
$TSLA #Tesla #BatteryDay
"What is in a battery factory?" diagram.
$TSLA #Tesla #BatteryDay
Electrode Wet Process Diagram.
Skipping the Solvent step in their Dry Process
$TSLA #Tesla #BatteryDay
"Lab Scale Powder into Film"
10x Footprint Reduction.
10x Energy Reduction.
Dry Electrode diagram.
$TSLA #Tesla #BatteryDay
High-Speed Continuous Motion Assembly.
"No stop-lights. Like a highway."
$TSLA #Tesla #BatteryDay
1 Assembly Line.
20 GWh.
7x Line Output.
$TSLA #Tesla #BatteryDay
"10x better means 10x smaller [factories]."
"A factory moving at 2x speed means [they're getting the work of] 2x the factories."
"Tesla is aiming to be the best at manufacturing on Earth."
$TSLA #Tesla #BatteryDay
"Manufacturing is hard. And hard problems are fun."
$TSLA #Tesla #BatteryDay
86% reduction in formation investment.
75% reduction in formation footprint.
#Tesla $TSLA #BatteryDay
"Can get a terawatt hour in less space than it takes 150 gigawatt hours"
#Tesla $TSLA #BatteryDay
Diagram in regards to #Tesla Internal Cell production plans.
"But wait, there's more..."
#Tesla $TSLA #BatteryDay
Silicon:
"Most abundant element...."
"Stores 9x more Lithium than Granite"
$TSLA #Tesla #BatteryDay
Challenges to utilizing Silicon:
$TSLA #Tesla #BatteryDay
"Instead, We Design for Expansion and Use Raw Silicon To Increase Range 20%."
$TSLA #Tesla #BatteryDay
tl;dr:
Cheaper and longer range.
"A cathode is like a bookshelf"
"You need a stable structure to contain the ions. Can't crumble, or get gooey -- needs to hold its shape. As the ions move back and forth, it needs to retain its structure.... or [suffer] reduced battery life."
$TSLA #Tesla #BatteryDay
"Increasing Nickel is a goal of ours."
For all you $VALE lads:
"Please make more Nickel."
Traditional Cathode Process diagram.
$TSLA #Tesla #BatteryDay
#Tesla Cathode Diagram.
North American Cathode Production diagram.
[Reduce travel of materials by 80%]?
$TSLA #Tesla #BatteryDay
"Enough lithium in Nevada to convert the ENTIRE United States fleet to electric."
"Discovered today. People haven't even been looking"
$TSLA #Tesla #BatteryDay
"Over 10k acres.
Nature of the mining is environmentally sensitive.
Take chunk of lithium out, put soil right back in. As if nothing happened"
$TSLA #Tesla #BatteryDay
"Recycling Elements from Cells Is Far More Desirable Than From Raw Ones"
$TSLA #Tesla #BatteryDay
"Recycling Resource is 10+ Years Delayed" Diagram
$TSLA #Tesla #BatteryDay
Diagram of Reduction
"Largest casting machine that has ever been made, which is casting right now at our #Fremont plant. The entire rear section of the car is a single piece of high pressure cast Aluminum."
$TSLA #Tesla #BatteryDay
"We developed our own alloy that is casted without heat."
$TSLA #Tesla #BatteryDay
"Our batteries are dual purpose. Power and structure."
$TSLA #Tesla #BatteryDay
"The non-cell portion of the vehicle has negative mass."
"Allows us to pack the cells more densely. We have no intermediate structures. The pack itself is structural."
"The filler is a structural adhesive, which is also flame-retardant."
$TSLA #Tesla #BatteryDay
"If this was in a convertible with no upper structure, that convertible would be stiffer than a regular car."
"You want to transfer the load into the structural battery pack without arbitrary loads on the battery. You want to feather it out... cells closer to the center.." $TSLA
10% mass reduction.
14% range increase.
370 fewer parts.
$TSLA #Tesla #BatteryDay
"Any cars that do not [use] this architecture will not be competitive."
$TSLA #Tesla #BatteryDay
Full diagram:
56% $/KwH Reduction
$TSLA #Tesla #BatteryDay
"Stacking Up The Benefits of Tesla's Vertical Integration" Diagram.
$TSLA #Tesla #BatteryDay
"A new trajectory" in the reduction of cell cost.
"Will take us a year to 18 months to start realizing these advantages.
Fully realize these advantages? 3 years."
$TSLA #Tesla #BatteryDay
"Usually when things get bigger, they slow down...
... in this case, we're speeding up."
$TSLA #Tesla #BatteryDay
"Electric Vehicle Powertrains that Cost Less than Combustion Engines" Diagram
$TSLA #Tesla #BatteryDay
$TSLA #Tesla Model S Plaid.
520 Mile Range.
1:30.3 #LagunaSeca track time.
"Best track time of ANY production vehicle... EVER.
2 Door or Otherwise."
$TSLA #Tesla #BatteryDay
"No name for the $25k car, yet!"
$TSLA #Tesla #BatteryDay
Smaller #CyberTruck will be available in other nations.
Can't make a full-sized truck in some markets.
$TSLA #Tesla #BatteryDay
"My interest in electric cars predates the climate issue."
-@elonmusk
Per @business:
"TESLA PLANS $25k ELECTRIC CAR WITHIN 3 YEARS."
$TSLA #Tesla #BatteryDay
Per @CNBC:
$TSLA sues U.S. over China Tariffs
#Tesla #BatteryDay
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