Tesla Secret Masterplan #3 Leaking Occasion


Tesla had an Investor Day occasion at its gigafactory in Austin, TX, right this moment. One way or the other, throughout this occasion, Secret Grasp Plan #3 acquired leaked to some folks. It even appeared on a web site that didn’t perceive the nondisclosure settlement (NDA). Or is there some ambiguity in “secret.” The author says it’s simply between you and me.

What was introduced for Grasp Plan #3 was “the trail to a totally sustainable power future for Earth.” Effectively, that path is greatest described by Mark Z. Jacobson from Stanford College in California. One other main voice on this subject is the Intergovernmental Panel on Local weather Change, higher referred to as the IPCC. IPCC publications are essentially the most scrutinized on this subject on the earth.

Allow us to not neglect the Worldwide Power Company (IEA) in Paris. It publishes yearly overviews about progress on this business and the roads to a clear world. And finally, one in every of my favourites: the “One Earth Local weather Mannequin” from the Institute for Sustainable Futures, College of Know-how Sydney, in Australia. And there are a lot of different pathways to a sustainable power future, albeit some from fossil-fuel proponents will not be very sustainable in my humble opinion.

Do we’d like yet one more path? What does the brand new “secret” grasp plan contribute to those different pathways?

Nothing new on the trail to a sustainable future. As a result of that highway is fairly properly laid out. This was a half-hour waste of time for me. However that’s what I do for a pastime, observe Tesla.

Subsequent got here discuss of enhancements in design and manufacturing. For individuals who have adopted Tesla carefully these final 10 years or extra, nothing a lot was disclosed. For me, what was new was the transition to a whole ethernet IP-based system within the next-gen car.

The transition from 12V to 48V sooner or later isn’t actually a shock. It’s one thing all carmakers are occupied with, and know to be unavoidable.

The design and manufacturing presentation was nice to see, even with not a lot new info. It was adopted by a really non-informative set of shows about software program and FSD growth.

What was extra promising was the battery manufacturing story. The 4680 cells Tesla has been engaged on are lastly stepping into quantity manufacturing. Manufacturing in Austin is scaling up and manufacturing in Nevada is in growth.

That was adopted by discuss Tesla putting in stationary power storage everywhere in the world and offering power to its prospects in Texas. Tesla is getting into the electrical energy utility enterprise.

This being an “investor day,” there was quite a lot of info to persuade traders that TSLA is an effective funding. It was even talked about that the board was beginning to discuss inventory buybacks or dividend funds. Tesla is admittedly turning into a mature firm. However for these of us desirous about future merchandise and manufacturing of the corporate, there was not a lot information.

Full disclosure: I’ve and can maintain my Tesla shares. That’s an environmental and monetary choice. It has nothing to do with the antics of the CEO.


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