Tesla may have six factories around the world.
But none is more important than its mega factory near Austin, Texas.
This building is the most advanced car factory that earth has ever seen
If you could put the building on its side, Tesla’s new headquarters would be taller
than the world’s tallest skyscrapers, including Dubai’s Burj Khalifa.
According to our calculations, you can fit 194 billion hamsters in this building!
Billions of hamsters and one day millions of cars are expected to roll off the assembly line.
For the past twenty years, Tesla has been following its carefully concocted plan
to ‘electrify’ the world. In 2006, Elon musk released
Tesla’s Master Plan Part 1, on its website. It consisted of, first, “building a sports
car” - the Roadster. It was really expensive, with a starting price of over $100,000,
Second, “Using that money to build an affordable car” - the Model S and X - though both are pricey
and still out of the reach of most. Third: “Use that money to build an
even more affordable car” - which gave us the Model 3 and the Model Y crossover.
Finally, “While doing above, also provide zero-emission electric power generation options”.
In reference to Tesla’s solar lineup of solar panels, roof tiles,
and powerwalls to supply energy to your home.
A decade later, Tesla came out with Master Plan, part Deux, or Part Two.
“Create stunning solar roofs with seamlessly integrated battery storage.”
Tesla’s solar tiles have been more difficult to install than originally thought because
no two roofs are the same. I went into detail in another video that I’ll link in my description.
Second, “Expand the electric vehicle product line to address all major segments”
Besides the S, 3, X, and Y, Tesla’s Cybertruck is FINALLY slated to go into production next
year according to Musk after a longggg wait. The semi is also in progress.
Third, “Develop a self-driving capability that is 10X safer than
manual via massive fleet learning”. The software to make the Tesla fully
self-driving is still being developed. Which is connected to the final point of
Master Plan part 2: “Enable your car to make money for you when you aren't using it.”
A self-driving network of cars, or robotaxis, is dependent on FSD being complete.
In March, Musk confirmed he’s working on Master Plan Part
3…despite Part Two not being fully finished. However, he’s always been one to look ahead.
Part three is likely to see electric cars streaming off assembly lines
at a rate never before seen.
A scale that no company has ever achieved in the history of humanity.
Tesla’s growth has already been astounding. It’s the fastest-growing car manufacturer in the world,
currently delivering a million cars a year. But if you know anything about Elon
Musk - his appetite is bigger. If Tesla’s share of the total vehicle
output market globally is about 1%...Musk says his company is aiming for 20% of the pie.
In other words, he wants 1 out of every five new cars on the road to be one of his.
Musk has repeatedly said developing prototypes are a piece of cake compared to the complicated
process of scaling up production. The only way to achieve that scale is to make
your factory as efficient as possible. The layout of Giga Texas is very
different compared to Tesla’s original headquarters in Fremont, California.
Fremont’s factory consisted of separate buildings making different parts. For example,
the seats were made in a totally different building from the main assembly line.
So it wasn’t as efficient as it could have been.
Whereas now, with Giga Texas, everything is under one roof. Almost like an integrated circuit.
Raw materials come in one door, and the finished product goes out the other.
Within the factory, Tesla is also simplifying the way it makes its cars
thanks to its giant casting machines known as the Giga Press. The Austin-made Model Ys are
produced with only two body pieces at the front and rear whereas the Model 3s have 171 pieces.
The Ys also contain 1,600 fewer welds. Fewer steps on the production line translate to lower cost.
Speaking of lowering costs, Tesla is building its own battery cells in house, the 4680s.
These next generation batteries pack more energy, the company says they’ll have 16% more range.
They’re totally different from the batteries of the past.
In the same way that aircraft wings store fuel instead of needing a fuel tank,
Tesla decided to build a battery pack that doesn’t contain excess structure.
So, what’s next for Tesla?
It could truly transform into an AI company. Musk has always insisted the goal of Tesla
is not to be a car company but a technology company that’s developing software so the
cars can drive themselves. Although we thought robotaxis
were going to look like regular Teslas, Musk has alluded to a “futuristic look”.
He said on Tesla’s first quarter of earnings call that the robotaxi won’t
have a steering wheel or pedals, and the company is targeting 2024 for production.
If the Cybertruck is anything to go by, then the robotaxi will likely turn heads as well.
All of the tech in the Teslas is expected to be packed into their robots.
According to Tesla, the Optimus comes complete with autopilot cameras in the
head and a full self-driving computer in the body.
The bot is designed to take care of boring, repetitive tasks that humans normally do,
like running to the grocery store. When Musk revealed the Tesla bot at
the company’s AI day in 2021, some thought it was a joke.
It didn’t help that the bot was actually a human dressed as a robot since there’s
not yet a prototype. But according to Musk,
this is no laughing matter. Clip I was surprised that people did not realize
the magnitude of the Optimus robot program. Those who are insightful or listen carefully will
understand that Optimus ultimately will be worth more than the car business. Worth more than FSD.
The labor market is reported to be 16 times greater than the car market.
If Tesla produces a robot that can do what we do,
this could reshape what we do with our time beyond our imagination.
Tesla started out twenty years ago as a company trying to build an electric car.
Now it’s trying to develop cars that will one day drive themselves.
And if it accomplishes that, it will transform into an AI company with an army of robotaxis and
robots, and a full clean energy suite that is all tied together in one neat package.
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Thanks for watching. For Newsthink, I’m Cindy Pom