radarthekat
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Connections between Apple Car and a mysterious Arizona facility deepen with new evidence
I can’t make you watch one of the leading experts in the automotive industry (Sandy Monroe), but if you decide to do so I recommend you find his video where he very explicitly debunks the misconception about Tesla vehicles being less repairable because of their use of castings. TL:DR: any impact that would deform a Tesla casting, requiring the vehicle to be totaled, will also total any competitor’s vehicle. Sandy goes into detail as to exactly why this is the case.foregoneconclusion said:
Those aren't very good examples. Every EV company has battery conditioning features now and the typical battery warranty for EVs (including Tesla) is something like a minimum of 70% original capacity after 100,000 miles. Giga castings? Those are made possible by a 3rd party company. Anyone can get equipment from companies like Idra if they choose to do so. And despite making the car lighter and manufacturing less expensive those kinds of castings make reliability lower and repairs harder/more expensive. It solves some problems while introducing others. OTA software updates? That seems like a reach. Tesla has problems with OTAs too...https://www.topspeed.com/real-story-behind-teslas-failed-ota-update/radarthekat said:
Battery and cabin temperature management. The Octavalve designed to maintain temperatures for the battery packs and the passenger cabin is considered to be next level to anything else in the industry. It's compact, integrates several heating and cooling systems and eliminates both weight and parts, obviating the need for several hoses in addition to pumps and other components. Hoses are a failure point and every hose adds the weight of the fluid moving through it.foregoneconclusion said:
Such as? You've apparently watched the videos but don't have a synopsis of their "leaps and bounds" advantage?radarthekat said: You might change your view of you watched some of Sandy Monroe’s vehicle tear form videos. Tesla is leaps and bounds ahead in important engineering areas.
Front and rear castings. Tesla has made great leaps in reducing parts and weight with its Giga castings. The rear section of the Model Y, as one example, reduced 70 parts, all welded/bolted/glued together down to a single molded aluminum part, with mounting points molded in. This translates to factory space and time savings and a much better fit for body panels and other components. Other automakers are just now starting to order their own equipment so that they can follow in Tesla's footsteps in simplifying their designs and optimizing factory efficiency. It'll take them years to get close.Battery management. Tesla's battery management software is next to none, ensuring that batteries are both charged and utilized to optimize overall battery life by minimizing degradation. This is accomplished through battery conditioning (warming) early in each charge cycle and drawdown. The octavalve mentioned above plays a significant role here.
Over-the-air updates. It's recognized by every player in the industry that Tesla is far ahead in OTA software updates, often unlocking new capabilities (more power and longer range) through constant innovations in battery and motor management algorithms. Tesla also uses software to control far more aspects of their vehicle's functions versus competitors, and this means that Tesla can enhance or correct functionality of everything from the way the windshield wipers function to seatbelt tension, emergency breaking, etc.
There are additional aspects where Tesla clearly leads by a long way, such as its charging network hardware which is now being adopted by most, and soon all, other car makers. The SAE (Society of Automotive Engineers just announced that Tesla's NACS (North American Charging Standard) will be the official charging standard. I could go on.Your misconception on this topic, which is a common one, well points out why people need to really dig in and do research in order to become well informed. For sure you want to get this stuff right if you’re picking stocks, which is entirely how I’ve made my living the past dozen years since retiring from my career building software startups.On the Top Speed article regarding OTA updates, did you notice they didn’t mention the model or the model years affected? Nor did they mention the total number of vehicles affected. Because those bits of information would greatly minimize the sensationalism of the story. Maybe bookmark the Teslarati and read all the daily articles on there, plus the comments, to get a true idea of stats an issue and what’s just negative hype.
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Connections between Apple Car and a mysterious Arizona facility deepen with new evidence
Reading your comment is like looking in a mirror. Here's my investment thesis on Tesla, written up in my blog. I think you'll agree...Rick601 said:So much ignorance about Tesla here. Very unfortunate since it reminds me of Apple shortly after the iPhone release.(Blackberry will rule!!!) Here’s what you do: 1 go to YouTube and watch the latest Tesla FSD videos posted by users. You will see that it is incredibly far along and has shown already to be 10 times safer than a traditional driver. 2. Learn and understand Tesla’s approach using AI and imminent Dojo to improve FSD. (Years ahead). 3. Learn about Megapacks. 4. Learn about Tesla manufacturing and supply chain. (Years ahead and much more efficient). 5 Learn about plans for Tesla Bots. Just getting started. Great channel called the Tesla Space. 6. Tesla is rock solid financially and making great profits already. ($10B in the past year) Apple has always been my number one investment but Tesla’s future from this point forward is much brighter. Oh yeah, cybertruck with 1.5M pre orders due in Aug-Sep. My great regret is that I too believed the Tesla FUD for many years.
note: not trying to self-promote. My blog has only a few posts and zero traffic and that's fine with me; it's mostly my way of organizing my thoughts through writing...
https://carlwithacamera.wordpress.com/2022/07/03/how-i-chose-tesla-implications-for-your-next-investment/
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Connections between Apple Car and a mysterious Arizona facility deepen with new evidence
Battery and cabin temperature management. The Octavalve designed to maintain temperatures for the battery packs and the passenger cabin is considered to be next level to anything else in the industry. It's compact, integrates several heating and cooling systems and eliminates both weight and parts, obviating the need for several hoses in addition to pumps and other components. Hoses are a failure point and every hose adds the weight of the fluid moving through it.foregoneconclusion said:
Such as? You've apparently watched the videos but don't have a synopsis of their "leaps and bounds" advantage?radarthekat said: You might change your view of you watched some of Sandy Monroe’s vehicle tear form videos. Tesla is leaps and bounds ahead in important engineering areas.
Front and rear castings. Tesla has made great leaps in reducing parts and weight with its Giga castings. The rear section of the Model Y, as one example, reduced 70 parts, all welded/bolted/glued together down to a single molded aluminum part, with mounting points molded in. This translates to factory space and time savings and a much better fit for body panels and other components. Other automakers are just now starting to order their own equipment so that they can follow in Tesla's footsteps in simplifying their designs and optimizing factory efficiency. It'll take them years to get close.Battery management. Tesla's battery management software is next to none, ensuring that batteries are both charged and utilized to optimize overall battery life by minimizing degradation. This is accomplished through battery conditioning (warming) early in each charge cycle and drawdown. The octavalve mentioned above plays a significant role here.
Over-the-air updates. It's recognized by every player in the industry that Tesla is far ahead in OTA software updates, often unlocking new capabilities (more power and longer range) through constant innovations in battery and motor management algorithms. Tesla also uses software to control far more aspects of their vehicle's functions versus competitors, and this means that Tesla can enhance or correct functionality of everything from the way the windshield wipers function to seatbelt tension, emergency breaking, etc.
There are additional aspects where Tesla clearly leads by a long way, such as its charging network hardware which is now being adopted by most, and soon all, other car makers. The SAE (Society of Automotive Engineers just announced that Tesla's NACS (North American Charging Standard) will be the official charging standard. I could go on. -
Connections between Apple Car and a mysterious Arizona facility deepen with new evidence
You might change your view of you watched some of Sandy Monroe’s vehicle tear form videos. Tesla is leaps and bounds ahead in important engineering areas.foregoneconclusion said:
Tesla doesn't have any technological advantages. Their advantage was being first-to-market with a complete ecosystem for EVs. They didn't just make vehicles, they also made home chargers and built a network of city charging stations. So companies like Ford and GM don't really have any issues with making vehicles that are as good as Tesla but they lack the other parts of the ecosystem.Rick601 said:Tesla has such a lead in all EV areas, I can’t believe Apple would have much to contribute other than improving CarPlay.
Tesla's self-driving system isn't anything special. It's only meant to be used on highways and pretty much every other EV maker has the same type of technology where you can go hands-free on the highway.
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Connections between Apple Car and a mysterious Arizona facility deepen with new evidence
If you zoom in there’s a road named Chrysler Corp Proving. Another named Chrysler Flat Track Rd and another named Chrysler Oval Track. Interesting.
