LNG: TESLARATI

Tesla China appears to be shipping Model 3 Performance sedans from Giga Shanghai, based on recent photographs captured by the country’s electric car enthusiasts. Tesla China also received approval from the country’s regulators to begin selling longer-range Model 3 variants.

Photographs of the Model 3 Performance were uploaded by Tesla enthusiast @JayInShanghai. The pictures clearly show not only the Chinese Tesla insignia that comes standard on all vehicles produced at Giga Shanghai but also the red-underlined “Dual Motor” badge. This badge, as well as red brake calipers on the sedans at the trucks, confirms that the sedans are Performance vehicles.

BREAKING: MIC Tesla Model 3 Performance spotted on a vehicle transporter straight from Giga Shanghai. That’s right PERFORMANCE this is an unannounced model in China 🇨🇳 Thank you to one of my followers sharing this with us.#Tesla #TeslaChina #MIC #Model3P #特斯拉 #中国 $TSLA pic.twitter.com/DFrWghZ8Jo

— Jay in Shanghai 🇨🇳 (@JayinShanghai) March 6, 2020

The only Model 3 variant that was formally announced for Giga Shanghai so far is the Model 3 Standard Range+. Tesla China does list the SR+, and Dual Motor Long Range and Performance variants for sale on its website, though no announcements have been made about the next Model 3 trim that will be produced at the Shanghai-based facility.

As the Model 3 Performance starts getting shipped from Giga Shanghai, the Financial Post reported that Tesla also received approval from the Chinese government’s Ministry of Industry and Information Technology on March 6 for the vehicle’s Long Range RWD variant.

The approval states that new vehicles will have a range of more than 600 kilometers or about 327 miles. The SR+ variant offered to Chinese customers since Giga Shanghai’s first days of production provides 445 kilometers of range per charge. The Long Range and Performance variants provide 590 and 595 kilometers of range, respectively.

Giga Shanghai has a current reported run rate of 3,000 vehicles per week. There is no shortage of demand from Chinese customers. The company’s Chinese production site is managing to keep up with an influx of orders and deliveries thanks to quickly improving production efficiency.

There has also been no shortage of challenges that Giga Shanghai faced since it began delivering Model 3s to customers in January. As the global coronavirus epidemic remained present throughout China right after the country’s Spring Festival, Tesla shut its doors, halting production and delaying deliveries for a short period.

However, the company has caught back up and is now planning to not only deliver the fastest variant of the Model 3 but begin manufacturing vehicles with longer ranges. The approval from the Chinese government indicates that Tesla is working on producing longer-range options of the car from its Shanghai-based site, especially as the company continues to offer more miles per charge to customers through Over-the-Air software updates.

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Tesla Model Y VINs are being released to the first batch of production cars ahead of next week’s customer deliveries.

Tesla Model Y buyers in the US, including those in New York, Florida, Georgia, California, and beyond, are finding references to their vehicle’s identification number, otherwise known as a “VIN”, in their vehicle’s online purchase agreement. TMC user johnmodely, on the other hand, was able to find their Model Y VIN after viewing the source code for their Tesla Account page. Teslarati has also confirmed with a Model Y reservation holder in Southern California that a VIN has, in fact, been assigned to their vehicle.

This isn’t the first time we’re hearing of Tesla Model Y VIN numbers being uncovered. Earlier this year, a  batch of Model Y VIN registrations were spotted in the National Highway Traffic Safety Administration (NHTSA) database, during which time the Elon Musk-led electric carmaker was preparing for the first production units from its Fremont factory in California. Now, two months later, the first set of Model Y VINs are being shared by their owners on the Tesla Motors Club (TMC) forum, giving a first look at the Model Y configurations being prioritized for delivery.

The discovery also comes days after a trailer full of Model Y was spotted outside of Tesla’s Fremont factory, presumably on their way to delivery centers across the nation. Just yesterday, images of Model Y were uncovered in Tesla’s latest mobile app update, further validating that the company was preparing for the imminent arrival of their first all-electric crossover.

Tesla’s release of Model Y VINs to buyers is part of the final process before a customer takes delivery.

Taking a closer look at the vehicle identification number, we can learn more information about the Model Y including its motor configuration, the year in which the vehicle was produced, and also the location for production.

Tesla Model Y VIN Decoder

All Model S, Model X, Model 3, and Model Y can be identified by the “5YJ” that’s set in the first three characters of the vehicle’s VIN. The three digits represents what’s referred to as the World Manufacturer Identifier (WMI) and uniquely identifies the manufacturer of the vehicle.

• Digits 1 – 3: World Manufacturing Identifier
  • 5YJ = Manufacturer: Tesla Inc.
• Digit 4: Make/Line/Series
  • S = Tesla Model S
  • 3 = Tesla Model 3
  • X = Tesla Model X
  • Y = Tesla Model Y
• Digit 5: Body Type and Gross Vehicle Weight Rating (GVWR)
  • A – Hatch back 5 Dr/ LHD
  • C = Class E (6001-7000 lbs) GVWR / MPV / 5 Dr / LHD
  • E = Sedan 4 Dr / LHD
  • F = Sedan 4 Dr / RHD
  • G = Sport Utility Vehicle (5,001 – 6,000 lb) GVWR /Multi-Purpose Vehicle (MPV)  of 1D: .
• Digit 6: Restraint System
  • 1= Type 2 manual seatbelts (FR, SR*3) with front airbags, PODS, side inflatable restraints, knee airbags (FR)
  • A = Type 2 manual seatbelts (FR, SR*3, TR*2) with front airbags, PODS, side inflatable restraints, knee airbags (FR)
  • B = Type 2 manual seatbelts (FR, SR*2, TR*2) with front airbags, PODS, side inflatable restraints, knee airbags (FR)
  • D= Type 2 Manual seatbelts (FR, SR*3) with front airbags. PODS, side inflatable restraints, knee airbags (FR)
• Digit 7: Fuel Type
  • E = Electric
• Digit 8: Motor/Drive Unit
  • 1= Single Motor – Standard
  • 3= Single Motor – Performance
  • 2 = Dual Motor (Standard)
  • 4 = Dual Motor (Performance)
  • A = Single Motor – Standard
  • B = Dual Motor – Standard
  • F = Dual Motor – Performance
• Digit 9: Check Digit To be assigned by manufacturer pursuant to 49 CFR § 565.6(c)
• Digit 10: Model Year
  • C = 2012
  • D = 2013
  • E = 2014
  • F = 2015
  • G = 2016
  • H = 2017
  • J = 2018
  • K = 2019
  • L = 2020
• Digit 11: Plant of Manufacture
  • F = Fremont, CA
• Digits 12: Production Series:
  • A = Alpha Prototype
  • B = Beta Prototype
  • R = Release Candidate Vehicle
  • P = Production Vehicle
  • S = Signature Series Vehicle
  • F = Founder Series Vehicle
  • 0-9 = Production Vehicle (replaces P to allow 6 digit sequence numbers)
• Digits 13-17: Unique serial number

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‘General Motors has announced its plans to begin manufacturing electric vehicles at scale. To make its $20 billion plan a reality, it has to do one thing: Acknowledge that its alignment with President Donald Trump’s emissions rollback efforts is a lost cause. This is because creating electric vehicles and abiding by an environmentally-harming plan go together like oil and water.

When GM decided that it would follow along with President Trump’s auto emissions rollback efforts and not with California’s Clean Air Act, the state made the decision to halt the purchase of vehicles from the automaker. But on March 4, GM held its first “EV Day” where it outlined an ambitious plan to dive into and saturate the EV sector, making it evident the company is ready to make a serious push towards the adoption of sustainable vehicles.

GM has said to customers for years that it will pursue a future that promotes environmental longevity. However, the company’s decision to not abide by California’s environmental plan seems to show it has not been completely dedicated to ideas that could help the Earth.

To make its push toward electric vehicles and sustainability a reality, GM has to begin by abandoning Trump’s emissions rollback efforts that would lower the average fuel efficiency requirements of vehicles. If successful, the government’s initiative could result in automakers rolling out gas-guzzling vehicles once more, similar to the rise of SUVs following the death of the EV1, GM’s electric car.

The Trump administration’s plan is expected to hike oil consumption in the United States by half a billion barrels a day, but it could also reduce automakers regulatory costs by more than $300 billion annually, according to Reuters. This would put more money in the carmaker’s pockets, but more carbon dioxide into the air.

While GM is not the only automaker to side with the Trump rollback efforts, it is the only one that is making a big push toward an electric lineup. When asked to comment, the company said, “Regardless of the standards, we are committed to a future of zero crashes, zero emissions, and zero congestion. The pathway to that future includes continually improving fuel economy year-over-year and our commitment to an all-electric future.”

This year, GM resurrected of the Hummer, but this time around, the vehicle will be all-electric and won’t boast the same devil-may-care fuel consumption that its gas-powered predecessors did. While GM has notable EVs like the Chevy Bolt, the automaker’s plans for the release of an electric lineup of vehicles must still coincide with the company’s larger goals.

Volkswagen, Ford, BMW, and Honda have all committed to increases in fuel economy year-over-year. GM can become the next automaker to adopt this pledge, but it must first take a strong stance against the administration’s emissions rollback efforts. If GM cannot do this, then its $20 billion electric vehicle plan may end up being just that — a plan, and very little else.

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As Tesla continues to rise in Europe with the construction of Giga Berlin and the impending local prduction of the Model Y, Volkswagen’s controlling family issued a rare statement of support for CEO Herbert Diess’ aggressive and somewhat controversial electric car push. In a recent statement to local German media, the Porsche-Piech family stated that they are fully backing the CEO in these trying times, as a painful shift to electric cars may be what is required to keep Volkswagen thriving in the coming EV age. 

Volkswagen CEO Herbert Diess is a staunch proponent of electric cars, with the company’s first all-electric vehicle, the ID.3, being his personal project. Diess’ dedication for electric cars has earned the respect of Tesla CEO Elon Musk, who has expressed his support for the Volkswagen CEO’s efforts in the past. “Herbert Diess is doing more than any big carmaker to go electric. The good of the world should come first. For what it’s worth, he has my support,” Musk wrote. 

Unfortunately for Diess, his aggressive push for electrification has faced sharp criticism. These negative sentiments have only become more prominent as Volkswagen’s ID.3 ramp met roadblocks due to the vehicle’s software. Diess has predicted these challenges, stating that Volkswagen’s shift towards electric mobility is “perhaps the most difficult task VW has ever had to face.” Yet with investors reportedly growing restless, it appeared that the Porsches and Piëchs, Volkswagen’s controlling family, have deemed it pertinent to express their stance. 

In a statement to the BILD newspaper on Thursday, Supervisory Board member Hans-Michel Piëch stated that he fully supports Diess’ initiatives. “He has our support. He is faced with an enormous task. For this, he needs strength, but also support from everyone in the Group,” he said. Wolfgang Porsche, Piëch’s cousin, echoed his sentiments. “Even if Mr. Diess is criticized from many sides, he would be taking an insane risk: There is no alternative today to the path that he and the Volkswagen Board of Management have taken,” Porsche said. 

Apart from openly supporting Diess’ efforts, the VW majority shareholders explained why the company had gone all-in on electric cars. For example, Diess has taken a strong stance against hydrogen, opting instead to focus solely on electric vehicles. According to Piëch, this is a decision that he and his cousin fully support. “The discussion about a decision for hydrogen or batteries alone is unfortunate. Hydrogen is too expensive for the foreseeable future and simply cannot be produced with sustainable energy,” he said. 

Wolfgang Porsche, for his part, has stated that an intense focus on developing next-generation automotive solutions is needed to survive and thrive in the car industry of the future. Seemingly addressing Volkswagen’s current issues with the ID.3’s software, Porsche stated that it is better to tackle the growing pains of electrification now, instead of potentially facing a real risk in the future. “In the future, digitization and software will determine the car. You have to know: If we don’t tackle this transformation now, the company will have a huge problem in the future,” Porsche said. 

The coming years will likely be historic for the automotive industry as a whole. Young carmakers such as Tesla have established a hold in the mainstream market, with vehicles such as the Model 3 becoming a viable and even preferable alternative to conventional best-sellers like the BMW M3. With legacy carmakers now realizing the value of electric cars and the importance of battery tech and software, it is in the best interest of Volkswagen to ensure that it invests in the future today. For now, this would likely result in several painful transitions. But if Diess, Piëch, and Porsche’s statements are any indication, it appears that Volkswagen will be willing to take some heavy blows if it means securing a future where the company is still relevant and competitive. 

H/T Alex Voigt.

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The Tesla Model 3 has retained its stellar safety rating from the Institute for Highway Safety (IIHS), earning the organization’s rare Top Safety Pick+ award for 2020. The announcement was shared by the electric car maker and the safety group on their official Twitter accounts.

Not a lot of vehicles receive the IIHS’ Top Safety Pick+ rating. To earn the award, vehicles must have “Good” scores in the driver-side small overlap front, moderate overlap front, side, roof strength, and head restraint tests. “Good” ratings are also required for the vehicle’s headlights, a metric that is particularly challenging for many carmakers. Even the first iterations of the Tesla Model S and the Chevy Bolt, for example, were given a “Poor” rating by the agency since their headlights were so bright, they could blind other drivers.

Following perfect safety ratings from the NHTSA, Euro-NCAP, and ANCAP, the Tesla Model 3 was awarded by the IIHS with its Top Safety Pick+ award in September 2019. The award was a huge win for Tesla, proving once more that the Model 3 is among the safest cars on the road today. The IIHS’ recent announcement on its official Twitter account indicates that the Model 3’s 2020 iteration is as safe as ever.

The IIHS has noted that for its 2020 awards, only 64 vehicles qualified as the firm’s Top Safety Pick and Top Safety Pick+ list. Among the 64 vehicles that made it, only 23 qualified for the Top Safety Pick+ award, and one of these is the Tesla Model 3. IIHS President David Harkey explained that the relative rarity of vehicles with the “plus” rating is partly due to the firm’s strict headlight evaluation.

“The headlight ratings that have been part of our awards criteria in recent years have pushed automakers to pay more attention to this essential equipment. However, finding vehicles with the right headlights can be a challenge for consumers. We wanted to reward automakers that have removed this obstacle,” he said.

When the IIHS initially gave the Tesla Model 3 with its Top Safety Pick+ award, the firm explained that apart from its stellar crash ratings and bleeding-edge accident avoidance technology, the Model 3 shines due to its all-electric structural and powertrain design.

The absence of an internal combustion engine at the front of the Model 3, for example, gives the all-electric sedan extra-large crumple zones that help absorb impacts during crashes. Even the Model 3’s all-glass roof, apart from being visually stunning, proved helpful to the vehicle’s overall safety, resisting over 20,000 pounds of force.

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Tesla has made strides in terms of adjusting the timeline of Model Y deliveries. From Fall of 2020, Elon Musk and his team moved it up to Summer this year. During the company’s Q4 2019 earnings call, the carmaker announced that the initial delivery of the much-awaited electric crossover will actually happen this March. This says a lot on how the Silicon Valley-based carmaker has matured through the years.

Tesla began limited production of the Model Y at its Fremont factory and it has also started building the next phase of Giga Shanghai meant for the production of the crossover SUV. Giga Berlin would be the next big thing and with its learnings from the Model Y program in Fremont and Shanghai, the production of the Model Y in Germany may help Tesla redefine “Elon Time.”

Biggest Room For Improvement

Tesla is undeniably the leader in the electric vehicle industry. Even automotive giants have acknowledged that Tesla is the standard that they need to catch up to.

Tesla has great products and a CEO with great vision but if there’s one aspect of business all loyal followers would love to see, it’s in the timely delivery of its vehicles. Depending on how efficient ongoing production is and how many standing preorders are to be served, waiting times could be a few weeks, to a month, to a few months, or even a year or so for products that are yet to be produced. Delays, such as those experienced by reservation holders of the Model X, have even inspired the meme-worthy moniker of “Elon Time,” a reference to the CEO’s optimistic target timeframes.

Tesla’s logistics does not depend on any third-party franchise dealerships like other automakers but rather its own stores and delivery centers. Elon Musk has continually strived to improve delivery times and part of the strategy is by bringing Tesla’s car factories to its customers. Thus, Giga Shanghai is set to give a strong foothold in the biggest automotive market in the globe. Then, there’s Giga Berlin that would cater to Germany and the rest of Europe.

“It kind of makes sense. But what we’re doing — or have been doing in the past was really pretty silly in making cars in California and then shipping them halfway around the world to Asia and Europe. And this created a lot of cost, because you got to ship those cars, so they got lot of finished goods, sitting on the order or waiting at the port or going through customs, you got tariffs, transport,” said Musk. This also addresses the complexity of fulfilling the build according to the regulations of different regions.

Tesla’s Transformation as a Mature Car Manufacturer

The Tesla Giga Berlin groundbreaking is expected to happen this March and Elon Musk hopes to flick the switch on of the first Gigafactory in Europe by July 2021 to begin the production of the Model Y for Germany and the rest of Europe.

Tesla has proven itself capable of sticking to timelines when it comes to building its Gigafactories. For example, It practically turned a muddy field in China into an operational car factory in 10 months. In Germany, it has been cooperating with federal and local authorities and has addressed concerns of environmental groups to get closer and closer to laying the first brick of Giga Berlin in Grunheide.

The more interesting thing to take note of is how Tesla outlined its goals for Giga Berlin.

“Phase 1 will focus on production of Model Y, with a target capacity of 10,000 vehicles per week. We estimate that during Phase 1, we will employ up to 12,000 people, with roles being filled by local residents and employees from wider Europe,” the Giga Berlin website reads.

Manufacturing cars is far from making pancakes. Tesla’s Fremont factory has a current capacity of producing 400,000 combined Model 3 and Model Y units per year. Giga Shanghai, meanwhile, aims to do 150,000 vehicles annually. To do 10,000 units per week is a gargantuan task but realizing that Elon Musk has been underpromising and over-delivering when it comes to the Model Y, perhaps Tesla has indeed started using advanced manufacturing techniques that the CEO hinted at during a Model 3 event in Shanghai.

“Model Y will also have some advanced manufacturing technology that we will reveal in the future. I think it will be exciting to show the kind of manufacturing technology associated with the Model Y and it will be exciting to learn about these technologies,” Musk said.

No one exactly knows what these manufacturing technologies are but there are speculations that the Model Y will heavily rely on casting to quickly and efficiently produce the vehicle’s essential parts. This is also what’s suggested by earlier patents of the company.

The Model Y could be the first vehicle that demonstrates the company’s improving efficiency. It unveiled the Model Y prototype in March 2019 and it’s delivering the first units this month to consumers. This could partly be due to the Model Y sharing about 75% of its DNA with its Model 3 sibling, but it reflects Tesla’s manufacturing advancements nonetheless.

New Elon Time

If Giga Berlin remains on schedule and Tesla starts Model Y production in Germany, a country that highly values punctuality, on time, it could give its sales books a good boost as the vehicle is perfectly timed for Europe’s crossover growth. Sales of compact SUVs are forecasted to be flat this year with LCM Automotive predicting only about 2 million units in the segment as carmakers transition from older vehicles to electric vehicles. As Giga Berlin begins production of the Model Y, there is an expected uptick in demand with sales rising to 2.4 million units per year to about 2.8 million by the mid-2020s.

Beyond earnings,  the redefinition Elon Time by a timely Model Y production and delivery will help Tesla gain the respect of other car manufacturers, the market, and investors.  The new Elon Time would further prove why Tesla has the loyal following, and why it will be like that for a foreseeable future.

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Tesla CEO Elon Musk clarified the confusion between Hardware 2.5 and Hardware 3 after a group of Chinese Tesla owners filed a lawsuit against the electric carmaker.

Confusion about Tesla’s Hardware 2.5 being included in the newest deliveries was confronted by some of the newest Model 3 owners in China. Some owners filed a lawsuit against Tesla accusing them of fraudulent behavior after the paperwork for their vehicles stated the company’s HW3 would be included.

The owners were surprised to see Hardware 2.5 was put into their vehicles, but without the purchase of the company’s Full Self Driving suite, the differences between HW2.5 and HW3 are non-existent.

A group known as the China Consumers’ Association will hear the owner’s initial complaints, but those who are filing with the association say they could demand triple compensation from Tesla if their concerns are not resolved, according to an article from the Nikkei Asian Review.

The problem with their complaint is that HW 2.5 and HW 3 have the same functionality if FSD is not involved. Tesla owner and enthusiast Sofiaan Fraval said, “The difference is FSD Preview mode which is only for FSD purchases. Software has the same functionality otherwise.”

Tesla apologized for the confusion it caused some owners and said they did not mean to mislead customers. The reason for putting the older HW 2.5 into vehicles was to expedite deliveries and get the vehicles to customers who had been waiting as soon as possible. The company also stated there was “almost no difference” in driving experience and safety for the Model 3.

Interestingly enough, Musk stated “Oddly, those who complained didn’t actually order FSD. Perhaps they weren’t aware that the computer is upgraded for free if the FSD option is ordered even after delivery.”

True. Oddly, those who complained didn’t actually order FSD. Perhaps they weren’t aware that the computer is upgraded for free if the FSD option is ordered even after delivery.

— Elon Musk (@elonmusk) March 4, 2020

Musk added that Tesla is currently planning to release more features of the FSD suite later this month.

Tesla owners have even reported that Hardware 3 retrofits are becoming a quick and painless process. Tesla owner-enthusiast Tesla Raj shared his experience of having his Model 3 retrofitted with HW3, and stated the process took all of seven hours to complete. Others have stated their vehicles have been upgraded in times as little as 2 hours and 20 minutes.

Owners who have vehicles with either HW2 or HW2.5 and have purchased the FSD suite for their cars can have the upgrade to HW3 free of charge. Even if the FSD suite is purchased after delivery, the hardware will still be upgraded free of charge, making the complaints from Chinese owners questionable.

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Crews working at Tesla’s German site are ramping the installation of electrical cables that will supply power to the area when initial construction activities for Giga Berlin begin later this month. The cables are expected to supply Giga Berlin with electricity when the plant begins producing vehicles in 2021.

Tesla completed the clearing of trees from the first 93 hectares of land on February 29, despite losing a week of time due to a complaint filed by the Brandenburg Green League. Now the construction process is ramping up. Power cables are being positioned around the site to provide electricity to crews who will be responsible for building the plant itself.

Emil Senkel shared video footage of construction vehicles digging holes in the ground. These holes run under the L38 road that runs South of the Giga Berlin construction site.

#GigaBerlin works hard!!😄
Today, they dug electrical cables under the L38 South road🛣 pic.twitter.com/2A6ZuZd76e

— Emil Senkel (@EmilSenkel) March 4, 2020

The cabling being laid today are expected to be used for providing power to the upcoming electric vehicle plant when the building is finished. Thus, the cables will likely remain in place when Giga Berlin begins the initial production of the Model Y crossover in Germany.

Local sources indicate that the digging process for Giga Berlin’s underground cables started around two weeks ago, though some cables placed into the ground are yet to be functional. The cables run from the west of the Giga Berlin property, then south parallel to the Bundesautobahn 10 freeway. The cables then cut to the east and come under the L38 where they will eventually be connected to a power source.

Amidst these activities, construction vehicles like cranes are also beginning to arrive at the Giga Berlin site. Tesla enthusiast Tobias Lindh recently posted a photo of crane parts being delivered to the area. This suggests that some heavy work may soon begin at the future electric car factory’s construction zone.

These activities suggest that the groundbreaking of the Giga Berlin site would be scheduled for the near future. According to Brandenburg Economic Minister Jörg Steinbach, the groundbreaking event will likely take place in the second half of March. The event is highly anticipated, especially considering that the Tesla CEO has already confirmed his attendance.

Parts of cranes arrived at #GigaBerlin pic.twitter.com/G2cq4iyR01

— Tobias Lindh (@tobilindh) March 4, 2020

March is looking to be one of the busier months for Giga Berlin. On March 5, local citizens will have the opportunity to voice their concerns about the Giga Berlin site to local officials. On the 18th, the building permit for Giga Berlin is poised to be discussed by the Ministry of Economics.

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Tesla’s 2020 is bound to be a historic year, for more reasons than initially expected. Unlike 2017 and 2019, which were marked by impressive product unveiling events for the Semi, next-gen Roadster, Model Y, and Cybertruck, 2020 is poised to be a year where Tesla simply optimizes its operations to such a point that the company becomes sustainably profitable.

Save for 2018, Tesla has adopted the practice of unveiling new vehicles and energy products in a steady stream. This will not be the case this year, since Elon Musk himself has noted following the Cybertruck’s unveiling event that Tesla will not be holding formal vehicle launches for a while. The Model S Plaid is expected to be rolled out later this year, but the vehicle’s launch could be similar to that of the Raven Model S and X — subtle and simple.

Unlike previous years, Tesla will likely not be focusing too much on the rollout of an upcoming vehicle after initial Model Y deliveries are conducted. With the all-electric crossover being manufactured and delivered to customers, Tesla will likely end up focusing its resources on strengthening its core technology, particularly its batteries. This will partly be due to the arrival of three vehicles that are set to be released soon: the Tesla Semi, the next-gen Roadster, and the Cybertruck.

Part of the reason behind the Model Y’s quicker than expected production ramp is due to the vehicle’s similarity to the Model 3. The two midsize EVs share 75% of their parts, which meant that their production process is not too different from each other. Tesla learned a hard lesson with the Model X and the Model S by over-designing the SUV and making it far too different compared to its sedan sibling, which resulted in massive production delays. This lesson appears to have been learned and adopted for the Model Y ramp.

But Tesla’s next three vehicles are not quite as simple as the Model Y in terms of their battery tech and production processes. While the Model Y will likely use the same battery packs as its Model 3 sibling, the Semi, Cybertruck, and new Roadster do not. In fact, due to their specs and features, each of these new vehicles will likely be equipped with batteries that hold Tesla’s best and latest innovations, and they be built on platforms that are new and specifically designed for each vehicle.

The Semi, for example, is a Class 8 long-hauler that has a range of 300-500 miles per charge. Its capability to haul 80,000 pounds of weight on the road is no joke, and the vehicle’s near-sports car performance suggests that the Semi requires a very large battery pack. Tesla has not revealed the size of the batteries in the two Semi prototypes that are undergoing real-world testing today, but speculations from the EV community go as high as 1 MWh due to the truck’s weight. With better battery efficiency, optimized software, and higher energy density in its cells, Tesla may be able to achieve the Semi’s long-range targets without necessarily using as many batteries as a small fleet of Model 3s.

The Cybertruck is not as large as the Semi, but it seems to require some notable battery improvements as well due to its price and specs. A top-tier Cybertruck costs below $70,000, and for that price, Tesla is offering over 500 miles of range per charge. Considering that the all-electric pickup truck is not exactly as sleek as the Model S in terms of aerodynamics, achieving such a range will likely require the all-electric pickup to have a pretty hefty battery. Batteries are usually considered as one of the most expensive parts of an EV, so it would be interesting to see just how low Tesla can push its battery prices down to make a behemoth of an EV go over 500 miles at a sub-$70,000 price.

The next-gen Roadster may only be seeing a production rate of about 10,000 per year, according to Elon Musk, but the vehicle still requires improvements in its batteries to become a definitive “hardcore smackdown to gasoline cars.” This is because the Roadster was announced with a 200-kWh battery pack that provides 620 miles of range. Tesla was at a different place when it announced the next-gen Roadster’s specs. Hence, it would not be a stretch to speculate that the production version of the all-electric supercar will either have a slightly smaller but more energy-dense battery that still provides 620 miles of range, or a 200 kWh battery pack that offers far beyond 1,000 km in one charge.

Tesla’s growth story is usually tied to the company’s release of one best-selling electric vehicle after another. But this year, after the Model Y, Tesla’s growth story will become more of a battery-driven narrative. The company’s battery tech will ultimately determine whether or not the Semi, Cybertruck, and new Roadster will be a success. But if Tesla’s batteries are up for the task, the company’s disruption of the auto industry will likely end up accelerating even more.

What’s pretty interesting to note is that all these potential battery-related breakthroughs also apply towards Tesla’s Energy business, which is rarely even considered by Wall Street when analysts evaluate the company. Every battery-related milestone that is rolled out to the company’s vehicles is also introduced to its energy storage devices. With this in mind, it is not too farfetched to speculate that this year may also end up becoming a renaissance of sorts for Tesla Energy. Part of this push could involve the introduction of slightly smaller but more energy-dense residential batteries and a line of cheaper energy storage units that are just as good as the company’s current products.

This sounds like another disruption in the making.

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Tesla’s 3D labeling efforts are integral to the development of its Full Self-Driving suite. Using over 2.2 billion miles of real-world driving data from its electric vehicle fleet, the electric car maker has a treasure trove of information about how human drivers behave.

Elon Musk recently confirmed that Tesla is finishing work on Autopilot core foundation code and 3D labeling, and once these are done, users can expect the electric carmaker to roll out more functionalities in a potentially more efficient manner. More advanced features such as Reverse Summon will also be rolled out.

Tesla 3D Labeling: The Next Big Thing

The Tesla CEO has tagged 3D labeling as the next big thing for the company’s efforts to achieve full self-driving. “In terms of labeling, labeling with video in all eight cameras simultaneously. This is a really, I mean in terms of labeling efficiency, arguably like a three order of magnitude improvement in labeling efficiency where Tesla vehicles use all of its eight cameras simultaneously, and that the company has improved significantly in terms of labeling efficiency,” Musk said during the Q4 2019 earnings call.

During Autonomy Day last year, Tesla’s AI head Andrej Karpathy gave the electric vehicle community an idea of how labeling is done. He said annotating data is a very expensive process that initially involved people processing data, but Tesla has also been using information from its fleet to automate the process of labeling using different mechanisms.

For example, in predicting cut-ins, Tesla taps into its fleet for data on such incidents. This information is then automatically annotated and used to train the neural network, which in turn learns from recognizable patterns. This information is then spun until the neural network is trained enough. Improvements in the neural network can then be rolled out as an update for Autopilot.

The same is true according to Karpathy when it comes to object detection. Tesla sources data from its fleet to learn more about different objects and anomalies on the road. With automated 3D labeling, the neural network can more efficiently process the information and learn even about the rarest things one can encounter on the road.

Karpathy and Musk explained how annotations from its fleet help with path prediction. Using trajectories collected from the real-world, the neural network can improve its driving behavior, say while approaching a corner that it doesn’t actively see. This smarter neural network is perfectly demonstrated by an older Model X with early-gen Autopilot negotiating a muddy rural backroad recently, after a storm in the United Kingdom.

All of these things form part of the equation to achieve Full Self-Driving capabilities. Likely through 3D labeling improvements in the past year or so, Tesla has immensely improved driving visualizations in vehicles equipped with Hardware 3, which now identify traffic lights, garbage cans, and detailed road markings, among others. Thus, Elon Musk’s explanation about rewriting the Autopilot foundational code and 3D labeling could be a way of emphasizing that Tesla owners’ investment in the company’s Full Self-Driving suite would be proven worth it and more soon.

Tesla’s FSD computer and autonomy software will transform how humans travel. The company’s vehicles will be smart enough to drive like humans and eventually make the roads a few times safer for everyone. This may also pave the way for Robotaxis and help achieve Musk’s vision of Teslas earning for their owners while they are busy with work or even while relaxing at home. Tesla Robotaxis would be an attractive form of transportation as they will be more cost-efficient compared to driving personal cars, as predicted by ARK Invest.

Autonomy As Key To Profitability

Autonomy will spell profits for Tesla, as Elon Musk explained during the company’s Q4 2019 earnings call. In order to achieve sustained profitability, Tesla needs to produce high volume units with high margins. Musk appears to consider autonomy as key to Tesla’s high margins as well.

“As we’re close to Full Self-Driving, that is just going to become more and more compelling. So that’s for our financial standpoint, that’s the real mind-blowing situation is high-volume, high-margin because of autonomy,” Musk said.

With FSD capabilities, Tesla adds more value proposition that can help sway even more customers to purchase its electric vehicles from the Model 3, Model Y, Model S, Model X, or the Cybertruck. Depending on regulations in specific regions, Tesla can tap into most of its earnings potential, which bodes well since the company has current plans to expand its presence worldwide with Gigafactories in multiple regions.

Tesla’s path to autonomy is only one of the aspects that make it the leader in the electric vehicle industry. Add to that its advancements on car connectivity and battery technology and one will complete the equation why legacy carmakers with the deepest of pockets can only watch in amazement as a relatively young electric car maker dominates the emerging EV industry.

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