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2023 Investor Day | Tesla

Tesla

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  • Recommended by 1 person: 1 on Hacker News.
  • Presented by Elon Musk and the Tesla leadership team
  • Made by the vendor. The company whose product it covers made or sponsored it.
  • May be out of date. The tools, versions or practices it shows have likely moved on.

Intermediate. Assumes working knowledge.

1.9M views3 years ago1 recommendation

HardwareSystems programmingCPUs and computer architectureElectronicsInside tech companies

Tesla executives present Master Plan 3, detailing vehicle design, powertrain, 48V electronic architecture, manufacturing, and full self-driving technology.

We plan to host Tesla's 2023 Investor Day on March 1, 2023. Our investors will be able to see our most advanced production line as well as discuss long term expansion plans, generation 3 platform, capital allocation and other subjects with our leadership team. Learn more: ir.tesla.com/press-release/tesla-announces-date-2023-investo… - Preshow - Intro Part 1 | Master Plan 3 - Master Plan 3 Part 2 | Executing Master Plan 3 - Vehicle Design with Franz Von Holzhausen & Lars Moravy - Powertrain with Colin Campbell - Electronic Architecture with Pete Bannon - Software with David Lau - Full Self-Driving with Ashok Elluswamy - Bot Update with Elon Musk and Ashok Elluswamy - Charging with Rebecca Tinucci - Supply Chain with Karn Budhiraj & Roshan Thomas - Manufacturing with Tom Zhu & Drew Baglino - Energy with Drew Baglino & Mike Snyder Part 3 | Impact at Tesla - Impact with Laurie Shelby and Brandon Ehrheart - Financials with Zach Kirkhorn Q&A - New Gigafactory Location Announcement - Q&A

Why it's here

1 person recommends this

What people say. Engineers reference specific segments of this presentation to discuss Tesla's 48V electrical architecture and vertical integration strategies.

martythemaniakon Hacker News • Recommends

On “Tesla Rethinks the Assembly Line”

I recommend watching the original presentation by Tesla's lead designer from Investor Day, it's about 12 mins and has great visuals: link to this video One change that people don't appreciate much is that Tesla has gotten much better at making their cars. While other automakers now have models which spec-wise are competitive with the 3 and and Y, only Tesla and maybe BYD can make EVs profitably at scale. This is why they've been able to cut prices and still be decently profitable - a Model 3 RWD costs $40,240, which is about $33,500 in 2018 dollars (when the Model 3 started selling). I expect legacy car makers will follow Tesla's lead on this process (and switching to 48V) much as they are now followin…
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schiffernon Hacker News • Mentions

On “Tesla's Next-Gen Electric Motors Will Get Rid of Rare Earth Elements”

…g a 'medium-rare' metal) - switched from copper to aluminum high voltage conductors (per Munro Live), aluminum having better conductivity-to-weight - reduced vehicle structure with structural battery design and 'gigacasting' manufacturing Many of these seem to benefit from vertical integration. Are any other manufacturers pushing as hard here? 0 link to this video…
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pornelon Hacker News • Mentions

On “Porsche, Ferrari E-Fuel Push at Heart of EU Engine Debate”

Stellantis is just a legacy automaker with no EV expertise, so no wonder they struggle to make money on EVs. There is an abundance of lithium on Earth. Increased demand increases production. The price spikes are temporary due to a lag between increases in demand and the production that follows: link to this video
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robomartinon Hacker News • Mentions

On “How Much Power Do Autonomous Vehicles Use? A Lot”

…backup. More solar from thousands of miles away where there might still be light? That's backup. Nuclear? That's backup. Gas/Coal/Fossil? That's backup. Oh, wait, here's Elon Musk talking about something you claimed to be a lie, when I said you need to overbuild solar arrays by 7x or more for continuous power. Here he is, less than two weeks ago: link to this video You need to 5x for continuous power, he says. Oops. It's also great that he mentions solar and wind can coexist. Some of backup can be co-located at some locations. Fantastic. Please stop resorting to insults. Please? Insulting people does not change the reality around you. It never will. Do the math and understand what you are talking abou…
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schiffernon Hacker News • Mentions

On “Tesla Master Plan Part 3”

Over 20 years. Per Tesla investor day,0 this compares favorably to ~$14 trillion in investment that would be needed for fossil fuels over that time. 0 link to this video
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schiffernon Hacker News • Mentions

On “Tesla Master Plan Part 3”

Or to put it in Musk's own words0: "This is really the main message of today. And I really wanted today to be not just about Tesla investors who own stock, but really anyone who is an investor in Earth . "What we're trying to convey is a message of hope and optimism. And optimism that is based on actual physics and real calculations, not wishful thinking. Earth can and will move to a sustainable energy economy, and will do so in your lifetime." 0 link to this video
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martythemaniakon Hacker News • Mentions

On “Tesla shares 48V architecture with other automakers to move the industry”

The savings in terms of weight and efficiency are actually significant. This was covered in Tesla's investor day presentation earlier in the year: The section on electronic architecture (~10min): link to this video The sub section (~4min) on 48V in particular: link to this video
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nebula8804on Hacker News • Mentions

On “FTC Pushed to Crack Down on Companies That Ruin Hardware via Software Updates”

Yes I know about eFuses, they were used on the Xbox 360 console as well. As far as I know, they are similar types of eFuses on the Tesla that are capable of changing their state via firmware instead of one time blow (different application) but I could be wrong. Its just in this case the thing being controlled is not a checksum for what firmware can be installed, but a checksum to confirm if current should flow to a specific path. 1: link to this video
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nebula8804on Hacker News • Mentions

On “"AI-first" is the new Return To Office”

…specific mistakes Tesla did early on, and Tesla continued to innovate in what they thought matters (electric powertrain, software, infrastructure etc.) Even today if you watch some of Tesla's old battery day presentations, I am amazed at the level of care they put into their operations. The systems integration goes down to even the little things: link to this video People really see this with how far ahead SpaceX and Starlink are. How does Musk keep getting the top people from the best schools to want to come to his companies when it is well known that prior groups get ground down to nothing and then tossed aside? I tried to figure this out by confronting Starlink employees directly at DEFCON conferen…
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