Past Tesletter articles
Last week we talked about Tesla announcing GF4 in the Berlin Area, in Germany. There is a lot to be said about the speed that Tesla had in China but according to the German minister they seem to think the project in Germany is going to go pretty fast as well, here is the timeline:
- Q1 2020 Construction starts
- Q2 2021 Finished construction work
- Q3 2021 First cars will roll off the assembly line
Read more: TwitterFrom issue #86
Gali from HyperChange got invited to tour GF1 in Nevada. He toured the factory for two or three hours and made a great video with his thoughts and ideas. If you don’t follow or know Gali, he is one of the best sources of information if you are interested in financial and strategic analysis for Tesla.
It’s unclear what this hidden section is, maybe they extended the referral program to give folks credit to expend on Tesla services, maybe something else.
Read more: RedditFrom issue #93
A couple of weeks ago, we were speculating about this with Lars (@TeslaParaTodos) and Rafael (@TesLatino) in our weekly podcast in Spanish (Es Tesla). Our take was that Model Ys in Europe would probably come from the Giga 4 to avoid delaying production of Model Ys for the US in Fremont, apart from the obvious factors of cost and the fact that the cars will probably be slightly different due to legal regulations in the US and in Europe. Well, now we know for sure.
And we also know that Giga Berlin will «have world’s most advanced paint shop, with more layers of stunning colors that subtly change with curvature».From issue #107
We should be really close to the first deliveries of the ‘Made in China’ Model 3. Actually, this week we’ve seen pictures of freight carriers loaded with Model 3s in China.
Read more: TesmanianFrom issue #89
Tesla is expected to start producing Model Y and Semis in 2020. With that, plus Model 3s and a bump on Tesla energy, they’re going to need all the batteries they can produce. If this is true, GF1 will be going from 35 GWh to 54 GWh, which is a lot.
Read more: ElectrekFrom issue #92
Tesla’s Gigafactory in Nevada is currently only 30% and is already a 1.9-million-square-foot building with 5.3 million square feet of operating space on three floors. Tesla currently produces there as many batteries as the rest of the world production combined and this is key to achieve Tesla’s mission to accelerate the world’s transition to a sustainable energy and transport system. Here is an interesting interview with their VP of of Operations at the Tesla Gigafactory.
Read more: EvannexFrom issue #66
In yesterday’s Q2 update, Tesla beat the estimates and reported the fourth straight quarter of profits. Elon said he’s never been as excited about Tesla and its future as he is now, and we couldn’t agree more. Here’s a quick summary of the call:
- Confirmed the next Gigafactory in Texas, near Austin. It’ll be the biggest one yet and Elon described it as «an ecological paradise» which will be open to the public.
- Solar prices adjusted
- «It’s getting to the point where I can get to work from home with almost no interventions.»
- «FSD will be the largest financial step-change in history, overnight.»
- The biggest transition in the FSD computer is going from 2D (image recognition) to 4D (video recognition).
Hints on Tesla making a compact vehicle as well as a high capacity one, but there’s still a long way to go before it happens
Tesla App Store coming
Tesla’s insurance telematics product will be available in California and a handful of other states by the end of the year
Berlin will have local cell production to serve their needs
Here are some great notes by @dburkland on Twitter. Thank you, Dan!From issue #121
It’s incredible to think that the groundbreaking of GF3 was in January, and now we are seeing videos of general assembly lines. We should expect to see Chinese Model 3s produced in Shanghai any day now!
Here’s a summary of last Tuesday’s Tesla Shareholder Meeting with the things we got most excited about:
- Tesla planning on opening their own body shops. First 10 to open by the end of June 2018!
- Model Y planned for first half of 2020 (with maybe no steering wheel? :O) M3 test drives at some Tesla showroom locations by the end of June 2018. All stores in North America will have - M3s by the end of July 2018.
- New Gigafactory in Shangai, the first outside the US
Read more: TMCFrom issue #11
Shutting down the Fremont and New York factories due to the Coronavirus outbreak is for sure going to affect Tesla’s Q1 and most likely also Q2 production and sales numbers. However, they are still allowed to use a small workforce at the Fremont factory and Tesla is planning on making upgrades to the production lines which would increase the Model Y production capacity.
Read more: ElectrekFrom issue #104
It seems like Tesla has chosen Austin, Texas, as the location for their next factory which will be producing the Cybertruck and Model Y. This information is not fully confirmed yet but Elon Musk is already planning a quite aggressive schedule for its development. We shall see.
Read more: Electrek
From issue #112
Elon Musk confirmed that Giga4 will be in Germany, near Berlin, and that it will start with Model Y production. Great news for Europe, once this is up and running the price of the Model Y (and probably after it, the price of the Model 3) will go down considerably since they won’t have to account for import taxes and transportation.
Read more: TeslaratiFrom issue #84
Tesla has big plans in Europe, look at this schedule and numbers:
- Construction of the Gigafactory in Berlin happening in 2020
- Production targeted to start in 2021
- Phase 1 will focus on Model Y production
- Target capacity of 10,000 vehicles per week
- Employment of 12,000 people
Read more: TeslaFrom issue #100