RE: Tesla Energy: $3.9 Billion Megapack Deal

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RE: Tesla Energy: $3.9 Billion Megapack Deal

aussieninja in LeoFinance • 2 years ago

Apparently BYD has been provided subsidies of at least 3.7 Billion from the CCP (Source) for years and they have a huge supplementary market in battery manufacturers (ie, CATL). The CCP support for EVs and green energy started in 2011 whereas honestly, I think the supporting industries have really only been supported in the US since the IRA (I know Tesla has been receiving subsidies since 2015).

So that's what I meant by a massive head start.

Wait...

They will have an economy rolling off the assembly line (not scaled production) by the end of 2025.

By 'economy' do you mean a $25Kish vehicle? I thought that was scrapped? Or are you talking about the Cybercab?

I was under the impression that Tesla vehicles usually took 4 years to go from announcement to production, with the CyberTruck understandably taking 5 years.

2 years ago in LeoFinance by aussieninja

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taskmaster4450le 2 years ago

There are going to be two different vehicles, based upon the same/similar design. There is an economy vehicle which will have steering wheel and pedals like any other car. It will be for sale/lease.

The "cybercab" is one that can easily have those removed.

Both will incorporate parts of the next gen platform which is a different process. The initial plan was for the entire vehicle to be use the "box method" but they decided to incorporate parts of it into their existing production line processes (for now).

My guess is they set up a basic line in Austin for the engineers to fine tune and production will first start in China. Tom Zhu was moved back to China for a reason and I dont think it was to oversee a megapack factory. I believe the first production line will go into China with him tasked on scaling it.

He is the one who oversaw the development and production of Giga Shanghai.

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aussieninja 2 years ago

Oh, that's super cool. I'm sorry, I totally missed all of that news. Thanks for that.

While I know Elon is famously optimistic on timelines, I'm excited to see how this goes. An affordable EV is so incredibly important to the energy transition for the world.

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taskmaster4450le 2 years ago

A more exciting aspect to me is the recent development of the Tesla Semi. They finally started construction on that one and am following the drone footage someone shoots. They are about two weeks in and starting to make some headway.

That is also something I expect to be impactful in 2026.

Robotrucking is actually more interesting to me than robotaxi. 100% of the cargo is moved on trucks not owned by the end user (the consumer). That isnt the case with cars. Most people ride in their own vehicles, at least in developed countries.

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aussieninja 2 years ago (edited)

Absolutely! The emissions from trucking transport is absolutely massive so Robotrucking could be world changing... even if they needed people for the first and last 1% of the journey (maneuvering in and out of loading bays, navigating the first and last miles, etc) the savings are potentially enormous.... but it also shows that charging infrastructure needs to be incredible and sourcing enough battery materials to power the trucks with their cargo will be really important (maybe solid state batteries can help here).

If EV SUVs are quite a bit heavier than ICE SUVs, I can't imagine what the weight of an EV Semi must be.

I agree though, EV trucks and robotrucks are very exciting and hugely impactful and I hope very smart people are working on all the challenges to get them running smoothly and safely.

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