Elon Musk’s Weekend Tweets — What Did We Study?

Elon Musk's Weekend Tweets — What Did We Learn?

April 15th, 2019 by  

Tesla CEO Elon Musk had a busy weekend on twitter, and a good variety of snippets of data emerged that shall be of curiosity to present and future Tesla homeowners. Let’s dive in and assessment what we realized.

Extra on Full Self Driving

We had already realized from Musk’s current interview with Lex Fridman that he believes the asset worth of Tesla automobiles able to Full Self Driving (FSD) will improve over time, due to their potential to generate income from mobility providers on the Tesla Community. Musk adopted up with numerous tweets shedding a bit extra gentle on this.

Firstly, in comparison with different mobility service automobiles (typical taxis, Ubers, and many others.), the Mannequin Three is designed for a protracted service life, with the physique and drive unit anticipated to final one million miles. Even the battery is designed to present dependable service for 1,500 cycles (near 500,000 miles within the Lengthy Vary variant), and it is going to be comparatively cheap to swap out the battery’s modules sooner or later, for these excessive high-mileage automobiles that will require it:

Musk additionally mentioned that the value of FSD will improve over time, presumably in step with its rising autonomous skills and thus the income technology potential that it supplies to homeowners:

In a sub-thread, Musk agreed that the value increment may be “one thing like” $3,000 — however whether or not this is able to be a one-time improve, or whether or not a number of such pricing steps would possibly happen, as FSD’s skills improve, is much less clear. Musk did clarify that Mannequin Ys ordered now will lock within the present FSD pricing, and thus be sheltered from these future value will increase. (Aspect observe: two members of the CleanTechnica writing staff could also be locking of their Mannequin Y orders this month, partially because of this.) Additionally it is clear that Musk’s fundamental message is that the longer term pricing of FSD won’t ever once more be as reasonably priced as it’s presently. Once more, the justification for that is the vastly improved performance it’s going to provide over time:

Musk additionally provided some breadcrumbs about a few of FSD’s future skills:

In line with Tesla superfan Ryan McCaffrey, there’s been some confusion within the Tesla homeowners neighborhood about whether or not automobiles with the preliminary Autopilot 2.Zero {hardware} are upgradable to FSD, or solely model 2.5 {hardware} automobiles. Musk clarified that every one model 2.Zero and better/later automobiles may be upgraded/retrofitted to allow FSD:

Musk additionally linked to our personal Alex Voigt’s article on The Thriller of Mannequin Three Demandand made some enjoyable feedback about horses:

Battery Cell Ramp

We coated late final 12 months that Gigafactory 1 was forward of its unique schedule to succeed in an annualized capability of 35 GWh — it regarded prefer it was on monitor to get there by the beginning of 2019. Musk shed extra gentle on the present capability. Though the present output is someplace near a theoretical (peak?) 35 GWh annualized run fee, the “precise max output” is simply presently round ~24 GWh run fee. In different phrases, the ramp to 35 GWh annualized remains to be ongoing — not but achieved. The bottleneck is outwardly Panasonic battery cells. As a consequence of this, different suppliers have been tapped to cowl Powerwall and Powerpack wants. Moreover, Tesla’s Power gross sales have been a lot decrease in 2018 than they might have been with ample battery cell provide. Listed below are the tweets:

Calling out Wall Road Sycophants

In response to one more FUD piece on Tesla printed by the WSJ final week (which — on precept — I can’t hyperlink to), Musk mentioned the “information outlet” is a sock puppet of Large Oil, and Bloomberg is nearly as dangerous.

There have been just a few different tweets regarding Tesla, together with calling it “poetic justice” that Sentry Mode was capable of assist determine an ex-Visitors Court docket Decide who scraped up a parked Tesla and solely copped to it when tracked down by the Tesla proprietor.


There have been additionally variety of tweets regarding the good week that SpaceX has simply had with its Falcon Heavy rocket. We gained’t undergo these right here because it’s probably not our focus.

SpaceX nails one other touchdown (SpaceX photograph)

We’ll know much more in regards to the progress of Full Self Driving one week from now, when Tesla will maintain an “investor day” on car autonomy. Keep tuned for our reporting on that. 


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In regards to the Creator

Max is an anthropologist, social theorist and worldwide political economist, attempting to ask questions and encourage crucial enthusiastic about social and environmental justice, sustainability and the human situation. He has lived and labored in Europe and Asia, and is presently primarily based in Barcelona.

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