Tag: tesla

Elon Musk vs China

all the gnashing of teeth about china overlooks a very awkward data point: the number of US companies that can compete with china can be counted on 1 hand, and most of them are run by elon musk. good for him, but terrible for the US and its infuriating complacency.

If Tesla meets or exceeds Battery Day 2030 goals then Tesla (and the USA) will have the dominant share of future lithium battery production. If Tesla broadly misses the Battery Day goals then China will maintain 70% share of the world lithium battery market.

Many in the space industry will talk up Blue Origin or United Launch Alliance as competitors for the future of Space. This makes no sense.

ICE Carmakers are Screwed

the vertical integration at tesla has only begun, and they’re pulling further ahead from their 5-10 year head start.

Sandy Munro tells you that legacy carmakers will not catch up. They needed to start 5 years ago or earlier. New entrants have a better chance of catching Tesla. Legacy carmakers will have to get rid of factories, unionized employees, have retirement expense obligations and many other issues to make the transition. The dealer network is a problem for the old car companies.

there will probably be another bailout. if you add in the problems with the supply chain (no access to chips), they’ll lose a lot of money in 2021.

Cybertruck

For the Cybertruck to succeed the way the Model 3 has, Tesla must steal the customers Ford, GM, Chrysler, and other automakers most value. To paraphrase Boromir, one does not simply walk into Detroit with such a plan. The big automakers pay very careful attention to their trucks: They know their customers well and develop each new model based on decades of learnings. Musk has a knack for rethinking the customer experience, and the Cybertruck’s radical design could appeal to drivers looking for something different. But when it comes to meeting what those drivers really need and want from their trucks, it’s playing catch up. “Tesla can figure it out, but they don’t already know. If the truck can’t deliver the functionality [drivers] need, they’re not gonna buy it.” Which means that Tesla is fixing to challenge its core competency—designing vehicles that delight and surprise their drivers—as never before.

and here’s a nice design roast:

They said if we converted the CAD file from IGES to DXF we were going to lose some data. I told them we didn’t mind.


It is also far superior to the F-150:

and perhaps could be used for lunar mining:

SpaceX could use the electric skateboard of the Cybertruck to build all the of vehicles that they need for a lunar mining operation. 30 cybertrucks could be delivered to the moon with every SpaceX Starship.

Tesla selfdrving

In shadow testing, a car is being driven by a human or a human with autopilot. A new revision of the autopilot software is also present on the vehicle, receiving data from the sensors but not taking control of the car in any way. Rather, it makes decisions about how to drive based on the sensors, and those decisions can be compared to the decisions of a human driver or the older version of the autopilot. If there is a decision — the new software decides to zig where the old one zags, or the new software cruises on when the human hits the brakes, an attempt can be made to figure out how different the decisions were, and how important that difference is. Some portion of those incidents can be given to human beings to examine and learn if the new software is making a mistake. If there is a mistake, it can be marked to be fixed, and the testing continues.

User Input is an error:

Elon Musk views any human user intervention is an error situation for the Tesla Autopilot. Elon means that whenever a human has to take control from the Tesla Autopilot system this is indicating an error that must be fixed for a future fully autonomous car.

Teslas improve with use:

Most of the systems we currently use aren’t built to improve through use. They have locked in performance and capabilities. These systems can only improve through revisions and patches made by technical experts. That approach is on the way out. Systems can now be improved operationally …. Further, for the most complex activities, this will be the only type of system you will be able to buy.

Let me guess, the media won’t be falling over themselves to report on these instances where the tesla autopilot saved lives.

Doctors told Neally later that he’d suffered a pulmonary embolism. They told him he was lucky to have survived. If you ask Neally, however, he’ll tell you he was lucky to be driving a Tesla. As he writhed in the driver’s seat, the vehicle’s software negotiated 30 highway km to a hospital just off an exit ramp. He manually steered it into the parking lot and checked himself into the emergency room, where he was promptly treated. By night’s end he had recovered enough to go home.

Another analysis on the Tesla software disruption:

Tesla’s first bet is that it will solve the vision-only problem before the other sensors get small and cheap, and that it will solve all the rest of the autonomy problems by then as well. This is strongly counter-consensus. It hopes to do it the harder way before anyone else does it the easier way. That is, it’s entirely possible that Waymo, or someone else, gets autonomy to work in 202x with a $1000 or $2000 LIDAR and vision sensor suite and Tesla still doesn’t have it working with vision alone.

The second bet is that Tesla will be able to get autonomy working with enough of a lead to benefit from a strong winner takes all effect – ‘more cars means more data means better autonomy means more cars’. After all, even if Tesla did get the vision-only approach working, it doesn’t necessarily follow that no-one else would. Hence, the bet is that autonomous capability will not be a commodity.

This video from 2014 is what happens when you improve cars at the speed of the software industry. very very impressive.

Being able to update the fleet isn’t just useful for selfdriving

Researchers Hacked a Model S, But Tesla’s Already Released a Patch If you were CEO of a car manufacturer, which of these headlines would you rather were written about you? The first speaks of a tired, old manufacturing model where fixes take months and involve expense and inconvenience. The second speaks of a nimble model more reminiscent of a smartphone than a car

EV Charging

Perhaps even more important than how much electricity EVs would consume is the question of when it would be consumed. We based the above estimates on optimal, off-peak charging patterns. If instead most EVs were to be charged in the afternoon, the electricity grid would need more generation capacity to avoid outages. While EVs might increase the amount of electricity the US consumes, the investment required to accommodate them may be smaller than it appears. Many regions already have sufficient generation capacity if vehicles are charged during off-peak hours. The energy storage on board EVs could provide the flexibility needed to shift charging times and help grid operators better manage the supply and demand of electricity.

2021-02-09: The US doesn’t have a charging standard. This is insane. Of course it means that Tesla becomes the standard.

2022-02-08: EV uptake simulation as a function of charging infrastructure. Pretty dumb simulation as it predicts a decline in EV sales.

50% of adults who are aware of electric vehicles say they are unlikely to seriously consider purchasing one. Consumers hesitant to make the switch cite concerns such as the high purchase price, limited driving range and lack of sufficient charging infrastructure.

Using a model that is a stylized portrayal of the US auto market, we’re able to simulate the impact of policies intended to overcome these concerns about EVs. Each scenario assumes a limited number of vehicle technologies are available to consumers; the number of cars on the road remains constant; new powertrains are supported by targeted advertising campaigns to raise awareness.

2022-10-14: Shell is trying to convert their gas stations to electric, but are not price competitive. A Tesla Model 3 has a max battery of 82 kwh, which would cost £23 at the average rate, not £35. And much much cheaper at home. In a world where every parking spot can become a charging spot (why not?), this business plan isn’t going to work.

With 46k stations in 80 countries, Shell is the world’s biggest gasoline retailer. The Fulham station is one of several prototypes it’s planning as more cars shift to battery power, aiming to get feedback on what works while laying the groundwork to hit a target of net-zero emissions by 2050. Charging can be done more or less anywhere there’s a plug, so the issue is one that the oil giants, regional chains, and independents that run the world’s 770k filling stations will confront in the coming decades. What’s the value of their real estate in cities and on highways worldwide? Will people still show up if recharging takes 30 minutes or more? Is there a business model that will work for filling stations when people can also charge up at home, the office, or the mall? One advantage they can bring is faster fill-ups: as little as 10 to 20 minutes vs. many hours when using a standard charger at home. And they typically occupy prime locations with lots of traffic, where tired and hungry drivers are likely to grab a coffee or a snack while charging their cars.
At the Fulham facility, fully charging a Tesla Model 3 takes 30 min and can cost more than £35


2022-10-20: Drastically faster charging allows for much smaller batteries, which is great for battery supply, car efficiency and cost. The fastest Tesla supercharger takes 20 min and is not recommended for daily use.

A breakthrough in electric vehicle battery design has enabled a 10-minute charge time for a typical EV battery. “Our fast-charging technology works for most energy-dense batteries and will open a new possibility to downsize electric vehicle batteries from 150 to 50 kWh without causing drivers to feel range anxiety. The smaller, faster-charging batteries will dramatically cut down battery cost and usage of critical raw materials such as cobalt, graphite and lithium, enabling mass adoption of affordable electric cars.

The technology relies on internal thermal modulation, an active method of temperature control to demand the best performance possible from the battery. Batteries operate most efficiently when they are hot, but not too hot. Keeping batteries consistently at just the right temperature has been major challenge for battery engineers. Historically, they have relied on external, bulky heating and cooling systems to regulate battery temperature, which respond slowly and waste a lot of energy.

The researchers developed a new battery structure that adds an ultrathin nickel foil as the fourth component besides anode, electrolyte and cathode. Acting as a stimulus, the nickel foil self-regulates the battery’s temperature and reactivity which allows for 10-minute fast charging on just about any EV battery.

2022-11-11: Tesla opensources their charger (as previously predicted)

With more than 10 years of use and 30b EV charging km to its name, the Tesla charging connector is the most proven in North America, offering AC charging and up to 1 MW DC charging in one slim package. It has no moving parts, is 50% the size, and 2x as powerful as Combined Charging System (CCS) connectors.

In pursuit of our mission to accelerate the world’s transition to sustainable energy, today we are opening our EV connector design to the world. We invite charging network operators and vehicle manufacturers to put the Tesla charging connector and charge port, now called the North American Charging Standard (NACS), on their equipment and vehicles. NACS is the most common charging standard in North America: NACS vehicles outnumber CCS 2:1, and Tesla’s Supercharging network has 60% more NACS posts than all the CCS-equipped networks combined.


2022-11-28: Dumb scaling beats working with local mafias.

Charging EVs in parking lots with solar power is a marriage made in heaven. But the general rule for any solar or charging installation is that it be grid tied, so it can charge vehicles from the grid when the sun is not shining, and feed excess power back to the grid when the cars are not charging. Beam builds their stations in their factory, at scale — which is a big cost win — and then ships them on a flatbed trailer to the site, where they are simply dropped in any sunny parking spot. Without permits or contractors this can be done immediately, not months later. The Beam system is not cheap, however. Just cheaper for some locations than the high cost of traditional install.

Tesla Production Hell

This April, Musk took over manufacturing engineering personally. “I’m back to sleeping at factory. Car biz is hell.” Field, who’d been in charge of the factory, took a leave of absence the following month; he later left the company. In mid-June, Tesla announced it was laying off 9% of its workforce, more than 3000 people. Musk turned 47 in late June, during the final sprint to make 5000 cars a week. “First bday I’ve spent in the factory, but it’s somehow the best.” On the Friday before the deadline, Musk seemed giddy with excitement about what he expected would be a spike in Tesla’s stock price. He tweeted a music video of the 1958 single Short Shorts, by the Royal Teens. On Sunday he announced that Tesla had hit the milestone and proclaimed his love for his employees. Tesla’s stock price gained 5% on Monday morning.

Toyota solid-state car

Toyota is working on an electric car powered by a solid state battery that significantly increases driving range and reduces charging time. Toyota aims to begin sales of solid battery electric cars in 2022. “We want our electric cars to go 500 km on a single charge. And for this, we want rechargeable batteries that can generate 800 to 1000 watt-hours per liter.” That would be 3x the energy density of today’s best Li-ion batteries.