The MIC Model 3 SR + with the LFP battery keeps things busy on social media. It has slightly more WLTP range and can be loaded unlimited to 100%. Reviews indicate that the build quality and finish of the Made In China (MIC) Tesla is fantastic. Only the charging speed and the actual range in cold conditions would be somewhat questionable. At least that is evident from a news report whose source is not entirely clear. Charging speeds around 150 kW have not yet been observed. And the range in winter conditions also seems to be less. Or can the battery not be charged to 100%? Yet nothing seems to be wrong.
That lower charging speed may be because Tesla imposes a further limitation in software. They may need more data to further increase speeds without damaging the battery. Has also been discussed with other models in the past. Also sometimes the other way around, so being able to charge less quickly to protect the battery. Regarding the range, the algorithm may not yet be fully adapted to the colder conditions. I think I have to wait and see how things will unfold. In any case, it is a big difference whether you drive an EV in winter or summer. In winter, heating uses energy and the battery capacity is a lot less if the battery stays cold. You really have to drive for more than half an hour and also preheating for a long time you want to see a higher charging speed with the SuC. A battery loses capacity when it is colder outside. But when it gets warmer, range is added again. I have it on%. Is a lot more relaxed in my view. The kilometer calculation is dynamically dependent on the circumstances. If I have to continue I always drive with navigation and then I know if I have to charge on the way. That a car uses more energy in winter is of course also with a car with a combustion engine! Only then was there no such focus on the distance that could be achieved according to the on-board computer. More about range and loading can be found here.
This week no new release of the beta software and no news about a further expansion of the number of beta testers. A few impressive films surfaced again. Like the one below where a garbage truck is passed.
Hacker “@greentheonly” regularly reveals new features in the software code. Now he has shown images of the FSD settings on the back. Many options are still outstanding. For example, do not stop at a stop sign, but if it is free, keep driving! Also a screen where choices are made about what is and what is not visualized. It is clear that the cameras perceive and label a lot so that this is taken into account in the calculations. Not everything is visible to the driver. If you want to see more examples, click on the image below to go to the hacker’s twitter page.
Indications have been found in the software that waypoint navigation is about to be introduced. A long cherished wish of many. This way it is even better calculated where you need to top up en route if you cannot load at your (intermediate) destination. Sometime in the next 2 weeks we can expect “Holiday software update”. Version 11 of the Tesla software will be a nice Christmas present.
In November, Tesla sold more than 20,000 Model 3 in China. That is 78% more than in September. The AWD and the Performance will now also be produced locally. In the year 2021, the Model 3 production will be significantly increased. They will also build the refresh version in Shanghai. The Model Y will roll off the line one of these days in Giga Shanghai with the first episodes in January 2021. If the images we see don’t fool us, it is a Model Y with a single-piece casting. But not yet with the 4680 batteries as part of the construction. We will see this for the first time from Berlin. Model Y production will be at full capacity in China by the end of 2021. Total somewhere around 500,000 cars (Model 3 and Y). The construction activities will continue to also produce batteries locally and probably to create the facilities for the production of the small Tesla. Announced for a production start in 2023. But maybe they are faster in China with that small Tesla.
In Austin, the first posts of Giga Texas are also standing upright. At the end of 2021, the first Model Y and Cybertruck should come off the line here. They use the same construction method as in Berlin. Things will move quickly in the coming weeks. A company that will supply the steel to Giga Texas is also under construction and says it will start supplying in “Fall 2021”.
In Giga Berlin they have started installing the first machines. They are now building and installing there 24/7. Model Y bodies have even been seen. Probably to adjust the paint line. For a moment the deforestation of a new piece of land came to a standstill. Were the German automakers playing a “sneaky” game? After two days, the work could continue, only to be stopped again by another objector. On Monday a judge will rule. The trees that are felled are also trees specially planned for commercial wood production. So it is not a piece of nature that is sacrificed. By the way, Tesla replantes 3x as many trees. But then with trees that will form a piece of nature. If everything goes according to plan, Giga Berlin will also be in full production with the Model 3 and Model Y by the end of 2022.
In the Alex Springer interview last week, Elon compared building a factory with a PC. The cupboard is now, but it is of course about the content. The “machine-that-builds-the machine”. With Tesla’s enormous engineering power, newly developed production techniques are applied. Everything is aimed at building a car as efficiently and effectively as possible. And here, of course, lies part of Tesla’s huge advantage. They can design the factory like the inside of a PC. Everything aimed at an optimal balance between costs, speed and quality. They have no history and just invent a lot of new things. Think of the Tesla steel for casting and pressing under very high pressure. Or a completely new approach to battery manufacturing. Thanks to the vertical integration, everything is optimally coordinated. They control the critical parts, such as the machine construction. They regularly take over companies. The floor space used for production is also getting smaller. Compare the surface of Giga Nevada with the Roadrunner project in Fremont. A very compact food print for so much output. So it does indeed look like a PC. More and more compact but more powerful.
Last week I was talking about a $ 600 mark. This week, the TSLA stock hit a new all-time high, as did Starship heading for the moon in the near future. The $ 650 mark was passed. Elon tweeted that Tesla must continue to work hard to ensure that the expectations that are reflected in the stock are also met. Otherwise, the stock will also make a hard landing! On Tuesday, Tesla announced, as in September, it would raise another $ 5 billion through a stock issue. The issue was completed on Thursday. Due to the high price, the dilution by more shares is limited to 1%. With this they now have so many resources in their pocket that they can expand and invest very quickly. For example in accelerating the implementation of the new battery technology, new factories or FSD. They continue to expand their lead in all areas. That is what is increasingly visible in the stock price. With a rapidly growing global EV market and Tesla’s market share being maintained, this will result in a massive volume increase over the next 5 to 10 years. I wouldn’t be surprised if the little Tesla comes earlier. Starting in China, then Europe and then the US. The Cybertruck and the Semi probably the other way around,