Tesla Gives Up on Massive Gigacasting; Car Recalls Nearly Hit Record - Autoline Daily 3803
Autoline reports breaking global car news, with great insight and analysis. Also, top auto executive interviews. We cover electric vehicles (EV), autonomous vehicles (AV) and internal combustion engine technology (ICE), as well as car sales & financial earnings and new car reviews.
0:00 Tesla Gives Up on Massive Gigacasting
1:22 Tesla Scaling Back New Supercharger Locations
2:00 Tech & Bad Parts Blamed for High Recall Rate
3:02 GM & VW Starting to See NEV Success in China
4:07 Cadillac Backs Off EV-Only Lineup
4:55 Stellantis Wants More Low-Cost Engineers
5:46 EV Scooter Uses ICE Alternator
6:24 Porsche Eyes More Aluminum to Cut Weight
7:07 Toyota Opens New Energy Generation System
Story Links:
Tesla Gives Up On Massive Gigacasting: www.reuters.com/business/auto...
Tesla Scales Back Superchargers: www.autoblog.com/2024/05/01/e...
Recalls Surge Last Year: www.wardsauto.com/industry-ne...
GM & VW Boost China NEV Sales: carnewschina.com/2024/05/02/v...
Cadillac Backs Off EV-Only Lineup: www.wardsauto.com/industry-ne...
Stellantis Hires Low-Cost Engineers: www.bloomberg.com/news/articl...
EV Scooter Uses ICE Alternator: www.rideapart.com/reviews/709...
Porsche Eyes More Aluminum to Cut Weight: www.autonews.com/suppliers/po...
Toyota Opens New Energy Generation System: pressroom.toyota.com/fuelcell...
Read the transcript here: www.autoline.tv/daily/ad-3803...
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Tesla needs to partner with Matchbox. They caste the entire car.
Is that some sort of Indian technology ?
@@ag-om6nr no it's British technology that is invented in 1953.
why should Stalantis stop at engineers? I'm sure they can find lower cost CEOs in these lower cost countries too.
Carmakers are learning their quality control from the video gaming industry, get it 90% finished and fix the rest with patches!
That's a software development principle, but it's actually 80%.
it comes from over regulation
This is why I never buy a game when it's brand new.
Substitute "Carmakers" and insert "Tesla", that would make the statement accurate.
@@michaeljohnson4947 This is clear under regulation. It shouldn't have taken this long for companies to be held accountable with recalls. Ford knowingly sold defective transmissions for nearly a decade and only had to replace them and reimburse people because people sued on their own. The government did nothing under the last admin. Biden has been unable to get anyone confirmed to run NHTSA. Everyone in charge has been acting, not appointed, making them easily fired. Only under Biden do these people have the chance to do their jobs. Vote better in 2024 or biden will have another 4 years of blocked nominees. Lina Kahn's term expires in Sept. Rs are never going to let her be reappointed or anyone else be appointed after she ended non-complete clauses. You have to vote the Rs out.
Autoline should do a show or segment that discusses how much admin and engineering costs are compared to assembly blue collar positions, per car and overall. I would be interested to know how companies compare especially any that have outsourced or use lower cost engineering and development people outside North America.
Based upon Reuters track record the use of a one piece casting for the planned small Tesla is now confirmed.
Porsche just discovered aluminium?
No.
I've been waiting over a year for a fix for my clutch recall, so it's not all new technology. 😂😂
Why would you loop in Ford GM and Tesla with 10B in recall costs? I bet Ford and GM were probably 90% of that...
And other than the cybertruck accelerator pedal the Tesla “recalls” we’re all OTA software updates done at the persons home.
The 10B was recalls and warranty combined. It was an odd statistic aligned to another odd statistic.
In my opinion 3 piece underbody castings allow flexibility of vehicle design, same front & rear castings with a smaller/shorter structural battery casting could be the basis for a compact car from existing stock/equipment?
Or replace the rear casting to create a hatchback.
3 piece casting? *ENABLES THE UNBOXED PROCESS* . Single casting? Defeats the object.
@@danharold3087 The point of the "Interim" vehicles? Make them *cheaper* Why? Imo, he thinks there's a recession coming. . How? *Existing* lines. Use the body and tooling that's *paid for* (not create new stampings and retest everything) . Then add the new *systems* assembled using the new *method* . Result? Cheaper car, to build and buy. Minimal time lag. Minimal development. . Great testing for systems before fitting in the Cab/ Compact (same vehicle!)
One possible reason for Tesla focusing on existing chargers rather than expansion is that, now that their connector is the standard, and with their network already being the most valuable, the new locations are likely far less desirable than the old ones. By doing this, Tesla effectively places pressure on either other networks to move into those less lucrative locations, or the government to subsidize Tesla doing so.
I saw one independent installations contractor post a video that he was sad for those let go, & how, but understood that he & his peers would continue to be paid & supplied, PLUS new contractors and site owners, such as Walmart & "transitioning" BP, etc., gas stations, were already being scheduled for taking over from the old team's expansion projects. Also, that the "pudding proof" of the new deployment process would sooner than later suffice as "explanation" much better than Tesla attempting to convince the already doubting public of the veracity of their new approach.
@@Crunch_dGH We built it, they came, now let them do it, because it's expensive.
How about "Join the network!!" (10+ years later) "OK! WE'RE IN!!!" . (Tesla ramps) (9 months later) "Actually... We're "Pulling Back" from EVs... Sorry!" . Suddenly there are enough chargers for Tesla vehicles and the sites under construction, plus planned upgrades, cover the required number for some time based on data...? . Adding large numbers of new units? That would just mean excess capacity and make the network unprofitable. . Logical conclusion? Freeze "new builds" . Politely pass the message to others that *when (if) they "pull their fingers out" and rejoin the transition, they MIGHT get more chargers* . (Or something like that?)
ב''ה, nah, they just fucked this up
Hiring engineers from third countries should go a long way in improving the quality of the Stellantis products..er, no wait...
Make that third world countries
Funny Toyota …. Biogas (methane) used to make “renewable” energy, water, and hydrogen. Anaerobic digesters seldom use 100% waste material so they’re not‘renewable’ or totally ‘waste energy capture’, and even if they did, the waste is converted to CO2 and methane far faster than it would if left to slowly decompose ‘naturally’. Just a SHELL GAME. If they use “waste”, the methane is ‘carbon neutral’ even though 1/3 of the carbon content of the waste goes to CO2 during the digester run making the methane. But that must be “green CO2” right? Shell game. Name game. Money game.
We’ve raced our way to the bottom of the wage structure. We don’t pay blue color people a living wage where they can afford cars, so now white collar workers are loosing jobs too.
They don’t want to improve anything except their labor costs.
I’m on the waiting list for the new Boeing submersible already…! 🤗
Stellantis is a European company, the only people who will be paid a high salary will be Europeans.
you ever notice when a CEO says they need to cut cost, they're never talking about their own salary
learned from politicions
Hopefully GM won’t make hybrids with worse mpg compared to their gas counterparts again 😹😹😹
With so many armchair engineers speculating on Tesla decision on large castings, nobody actually knows why Elon made that decision. We can make an educated guess that the technology did not deliver the expected cost benefits, but only a few people know why.
Same with superchargers
Elon made that decision due to his lack of manufacturing experience.
@@hwirtwirt4500Model Y does not exist.
It's more likely that single large castings are not compatible with the unboxed manufacturing method. For unboxed, you need to build the front, middle and rear separately. That won't work if you cast the whole underbody. Instead you'd have to start climbing all over that huge piece to add any parts to it, just like today's unibody. Which is what they are trying to avoid.
@@EwanM11absolutely correct. Unboxed is about increasing production speed by keeping 4 quadrants separated early for increased access and putting together at the end. Reuters should be renamed Rumors for publishing partial truths without context.
I wonder if Tesla laid off any charging engineers in China.
They have a factory to make chargers in the US and China. We have not heard about layoffs in these factories.
All those automakers that signed up to be charging systems customers will be pissed
Reuters might be accidentally half correct this time.
Why do you repeat every rumour coming out of Reuters as if it is a fact? Reuters regularly publishes hit pieces and bad information
You watch to many Tesla pumper channels obviously.
@@bobbybishop5662 not sure why/how that is obvious to you. I read the Reuters piece yesterday about 7min after they published it
Reuters has a history of hit pieces based on nothing real, Teslas giga-casting is not going away any time soon yeah recalls suck, look at the millions of Ford and GM recalls just last year
@@craigfreeman9280 Some expensive and serious.
Tosla and its gigalayoffs.
When will Caresoft do a tear down of the BYD Seagull? I have wanted to see that for awhile.
And the Li Auto Mega. Can't wait to see that examined in the US.
Tosla has just discovered Gigalayoffs.
Break it down for us? Ford: how many billions? GM: how many billions? Tesla: how many billions? Tesla recalls are mostly over the air. It won't cost billions to send fix over the air. Ford recalls were mostly shop visits. My guess is Ford spent 70% of the billions on recalls.
None of them spent as much as VW on recalls.
Why would you add Tesla with Ford and General Motor when primarily Tesla has over the air updates. Ford and GM don’t you are insinuating that Tesla has a larger recall that that they don’t.
It was an odd statistic. They included warranties in the cost too. Tesla will obviously be spending more on warranties than 2 years prior due to their growth rate at that time.
@@thesolarfutureenthusiast1102 Tesla’s standard warranty includes a 4-year/50,000-mile bumper-to-bumper Basic Vehicle Limited Warranty for all new vehicles. A longer warranty will cost more.
@@danharold3087 Thx 🙂 The cost to Tesla of honouring those warranties will be greater last year than 2 yeas prior as the number f vehicles in the rolling 4 year fleet in warranty is much larger.
@@thesolarfutureenthusiast1102 Yes 2 reason for Tesla's warranty costs. Increasing fleet and longer warranty.
Around 2:50 why did you lump all costs into a single number? Are you trying to suggest there is no distinction between the automakers? Put the numbers up man! Surely you know the recalls exceeded 2014 - that means you're counting - so why are you withholding the results or generalizing?
"Stellantis wants more low cost engineers"...You get what you pay for, tell me how you are going to pay and I will tell you how I am going to act.
EVs are a new industry. There are going to be issues. GM has made a major effort WRT its newer EVs in terms of trouble free designs. Tesla has made much progress over its existence. I have been fortunate in having owned 3 EVs with few issues which were all handled capable by the manufacturers.
Glad to see Tesla slowing new sites. Maybe now everyone will forget about the highway and add local charging where people live and work.
1:30 Please learn when to use the word "less" and "fewer." You use the wrong one
That Toyota hydrogen project won't do anything to reduce CO2. They'd do better just burning the biogas in the trucks instead of wasting it by converting it to H2 as an intermediate step. And if they want to save water, then they should instead invest a water capture tech to extract H2O from the exhaust of that biogas burned in the trucks. After all, for each gal of gasoline you burn, you produce about a gal of water. Then unload the water from the truck to use for washing or whatever else.
Tesla can't assemble the GEN3 vehicles with a one piece casting. It makes more sense to use a front/rear casting connected to the structural battery pack, upon which the seats are bolted first, before installation.
You may be right and you may be wrong. We have not seen what you are condemning.
@@danharold3087 "Gen 3 process" It's quite simple. Imagine a "vehicle" as 3 cubes. 2 choices. Bolt the cubes into one "Long" box. Install components around and inside that box. You're working on 4 sides. . Choice 2. Separate the cubes. . Install components inside and around each of the cubes. . You're now working on *12* Sides *at the same time* . Then you bolt the cubes together. You just reduced the component assembly time by 66%
Aluminum bodywork in EVs undermines their sustainability based on the emissions needed to build the cars. I get that Porsche is considering just the roof. But that roof is already not heavy, so this isn't newsworthy. We know this because carbon roofs on BMWs led to negligible weight savings, 11 lbs. on M3. If we're discussing unnecessary roof weight look no further than Tesla's stupid industry adopted practice of installing panoramic glass roofs, which require more HVAC for cooling and weigh more than steel. Porsche's using that on their EVs too. BMW iX glass roof breaks from stones have caused super expensive replacement costs
BMW $$$$$
But consumers do love the panoramic glass roofs. It’s takes the otherwise dark interior and brightens it up, conveying a space that’s way more inviting. It’s been a sales success.
I have more faith in Caresoft predictions than Reuters and main street media.And to lump a Tesla recall ( most are done by a OTA) with Legacy auto recall is quite a reach.
Perhaps lowering the price of vehicles would help the recall issue. What's reasonable for a 15k is vastly different from a 70-80k or more vehicle.
Great podcasts keep up with great work ❤😊
Stellantis needs cheaper engineers. Computer Aided Design tools with higher levels of abstraction allow technicians to replace engineers. Of course, technicians don't really understand what they are doing. I've had bunches of electronic "engineers" claim they don't need to know digital state machine design or optimization, because "the compilers do all that". Well, yes and no. I suppose some people like bloatware as long as it is cheap.
Back in the heyday of the 7400 LS chips digital logic and design was a 2nd year EE course.
@@danharold3087 I remember my Texas Instruments fake leather cover Digital Logic handbook well!
So the future is throw away vehicles 😂. More money for the manufacturers, more headaches for the consumer.
The writing has been on the wall since 1980. It has always been just a matter of time. Unless and until there's some kind of major shift in the culture that calls our whole economic system into question.
At least EVs can last 25 years and with OTA updates that will be fine for most.
@@davidmccarthy6061 ha!
@@2012bigPerm He claims that EVs can last 25 yr if you update their software via "over-the-air" (meaning, cell phone signals) updates. Considering that the life of an EV is limited by degradation of the battery and materials wearing out, the software updates won't do squat for longevity.
Nobody THOUGHT about the issues? . Structural pack? You build the pack (install cells) Then you stack the pack, charge and test the pack. . By making the floor ONE PIECE you just doubled the size and therefore the area you require to store the "pack". AND increased the weight of the units by at least 50% AND I increased the risk of damage while handling the larger unit. AND increased the size and energy consumption of the handling equipment. (etc) . THEN there's the issue of the "Unboxed" system.... The whole premise of which is "take *3* (or more) "cubes" and work on all the faces, of all the cubes at the same time increasing access and therefore speed of component installation by at least 3x. Then bolt the "cubes" together" . Reuters being.... "Reuters" again.
Thank you Autoline for providing news on; the twists and turns of Gig Casting industry!
They just repeated the Reuters lie. So many outlets just copied and pasted their reporting which was completely made up. Tesla has never said they were ever going to do what they claimed to have no stopped wanting to do...
Tesla was evaluating two methods for their next gen, single casting for bottom and unboxed, they decided on unboxed as it allowed a higher worker density around the modules.
That has now changed to a combination of their current method with some unboxed methods for some parts of the car.
@@bobbybishop5662 Tesla is inserting a new car ahead of the gen 3. The factories are being underutilized. The new car or cars will fix that.
According to Reuters. Nuf said.
Stellantis should also higher a CEO from a low cost country for a million or two…current one costs $50M…😉🤣
Gave up because gm. Bought the company that casts them
I didn’t hear a plug for AUTOLINE Afterhours today. That’s a first.
99% of Tesla "recalls" are over the air updates.
That’s 99% not true.
@@user-vx7vi3vq1c you're right. It's 98.9%
Tosla and its gigalayoffs.
90% of Vehicles today...160k km & bin the drive train. Engineering got better then has gone backwards at (F150) Lightning paces. My last brand new car came in 2003, a Holden Gen 3 V8, the other in 2000, a Holden Commodore 3.8 litre Ecotec V6, I will keep these 2 cars going another 10 to 15 years ...Incredible reliability, just good maintenance practices...I have no desire for anything new...spare parts galore (and I am collecting some rare parts just in case...About the last era of truly reliable vehicles...
Thank you for sharing your plan for transportation further next 20 years. Just don’t care though as EVs are the future of transportation.
They will make them unable to be repaired if it kills them. Wait until the giggle presses need repairs.
Again the EV/Tesla/Musk enthusiasts show their total lack of mechanical knowledge. When a vehicle has an accident that damages say the front right side the vehicle only the parts that have been damaged need to be replaced. The practice of casting the entire front of the undercarriage in one piece doesn't allow for that, driving up costs to the point of making the vehicle unrepairable. Also Teslas structural battery means that even the slightest damage to it makes it a write off, not to mention the way it is assembled.
The structural pack is designed to last longer and be harder to damage. The cyberTruck has the most advanced version and has provisions to derail possible thermal runaways.
@@danharold3087 "The structural pack is designed to last longer and be harder to damage." That explains why the CT can't be sold outside the US, it fails the crash tests. Derail thermal runaways? Please explain how exactly how a steal sub-frame does that.
Total loss from minor accidents is becoming pretty common. Many people will be priced out of owning a vehicle in the future due to insurance costs on the rise from things like this casting method that will increase total loss even more.
@@practicalguy973 ICE cars with traditional construction is having the same problem with more cars being totaled. Excluding all the electronics and computers which exist in all modern cars, the cost of body replacement parts has also increased significantly. The price of materials for paint and body repairs have also increased, and finally, the cost of labor has gone up. All this is increasing the number of cars being totaled after crashes. Some insurance companies prefer to total cars because it is work for them. No liability for the repaired car and no need to work with the body shop to get the least expensive repair.
We have heard the same story about castings being harder to repair from day one and it is not holding water. If an accident is bad enough to ruin a casting it will likely have totaled the car with stamped and welded bits too. With the module construction used on the new model 3 and especially the CT damage is more repairable and with better results. The CT has no welded unibody. Everything can be unbolted and replaced or repaired. Down to and including the gigaCastings. Net says Tesla has service manual procedures to replace damaged sections with bolt-in or weld-in pieces.
5:53 The market for that is compact utility equipment & ZTR lawn mowers.
Post covid quality has issues. Not sure what flipped, but the cars I bought after 19/20 have had stupid issues.
Stellantis will fade into the trash bin of history. Believe it or not, you still need customers willing to buy the product.
anyone want to debate on the ins and outs of vertical integration? how about some debates on the grid and where it is and isn't feasible to put lots of quick chargers?
Just a little perspective, out of the 2.1 Million Tesla recalls only 21K were actually called in. The other 99% were OTA updates that owners did not even know they had and were fixed automatically. Strange you included Tesla with GM and Ford in the 10Billion. What was Tesla's portion of that?
How much of that recall amount was actually Tesla? Lol. Ford is doing a 500k car recall right now, throwing teslas 4k car recall in the mix is pretty misleading but it is factual.
If you talking about the 4K cybertrucks the cost to fix these was a pop rivet and labor. Tesla sent techs to a meet up and fixed a bunch of them in one go.
Younger generation doesnt have and never will have the engineering talent it takes to build anything, including providing health care. They were raised learning that profit is priority, not safety or quality. Those who live by those values will eventually pay for their lack of care and commitment to their responsibility. Im relieved I have older cars that I can service myself, and not ha I
Tesla is not “giving up” on massive castings...far from it. And Reuters? Didn’t they just misinform the world implying that Tesla would be discontinuing Supercharger expansion?
Use 2 or more machines at once to Gigacast from opposite ends of the mold.
Does regurgitating the same lie make it truth? Show me the evidence that they are quitting development of large one piece castings. I’ll wait right here……….
The question is did they ever REALLY consider them? . Unboxed *requires* multiple castings.
I think that the one piece system may not be a good investment over say a three piece system . Especially for the life of the vehicle related to cost of replacement in the event of damage. JMO
Suggestion for Elon: * Create a car rental company or buy an existing one and equip it with 1000's Teslas * Create a "New Uber" or a taxi company and equip it with 000's Teslas Absorb additional production Support maintenance centers for Teslas Be ready to deploy robotaxis
Hertz tried: "* Create a car rental company or buy an existing one and equip it with 1000's Teslas" but with 100,000 Tesla's and it was a financial failure due to repair and maintenance costs.
Government needs to intervene here and stop the outsourcing of engineers to other countries. We already pay a premium on the cost of college education at US universities and cost of living. How about if CEO’s cut their compensation.
Oh, stop your "peaceful protest" and get back to class and graduate so you can pay back your loans
And intervene by doing what?
@@kaseyc5078 Have laws that protect domestic jobs like the rest of the first world.
If you you build a car like in one casting, it would be impossible to repair the chassie if in a crash, fex. It’s a 100% writeoff. Something for the insurance companies to be aware of.
What's going on at Tesla?
hopefully autoline will stop repeating tesla news from reuters and the gigacasting thing. somebody high up at Reuters must be short tesla.
US carmakers doing better with EV sales in the US? I saw a Lyriq last week. Pretty cool! Hope sales pick up!😊
Are you kidding? Ev's are a nightmare. Cost more to buy, more to maintain, more to charge, totally inconvenient. And most importantly not better for the environment. Worse in most cases. Inconvenient truth.
@@freedomliberty7611 MAGA nitwit opinion.
@@freedomliberty7611 CR reports Tesla was the lowest repair and maintenance of all cars. And they are not generally kind to Tesla.
@@hwirtwirt4500 But Trump said so!
@@danharold3087 Hertz Rental has all the financial stats based on a population of 100,000 model 3 vehicles and found they cost significantly more to maintain and repair than ICE vehicles. The sold them and replenished their inventory with ICE vehicles. Guess they should have read consumer reports.
I'm here to read all the comments from people who just want to hate on Tesla and not actually watch the video which is obvious.
It almost feels like Tesla is getting out of the smokestack car biz.
EV margins are down to about 10%. Energy and AI, and Energy using AI, are looking much better. High Tech companies prefer high margins. So in a way your right. Tesla is pulling what it can arguably afford to out of EV and investing in AI. So long as there are countries and companies willing to sell EVs for a significant loss the EV margins will remain bad.
@@danharold3087Tesla is a car company, they aren’t an AI company.
A pivot in charging is underway. The speculation tends to be all doom in the mainstream anti-EV, anti-Tesla media. Most of that is wrong (so is Reuters). Let's speculate about what we DON'T know: 1. Musk visited china and saw a CATL 625mi range battery that charges in 10 and tops up in 5 min. How would that impact need for number, speed and location of charging? Next, China is installing 640V and 800V charging. Tesla SCs have been slow to deploy V4...think this reflects on the SC team that was fired? Last, the possible income from a SC network is massive, Tesla may want to deploy much more/faster. Yet, if all US autos move to NACS...what's the point in spending $ just to help out the competitor if that revenue projection is incorrect? Move away and let others do it. I think smart folks are waiting, not jumping to conclusions like the mainstream media.
Let’s Go Tesla!
It’s probably good that the casting is not done in one piece. Otherwise small damages => vehicle totaled => big insurance premiums.
This aluminum alloy is bendable and weldable. But just like ICE cars ones with that kind of damage are being totaled. The totaled gigacasting cars are being repaired an resold.
Tesla new box manufacturing makes a one piece casting no longer needed . Teslas are the most dependable car of 2024
"GM, Ford and Tesla" Nice way to bundle cost of recalls together to cover for GM and Ford. Most of Tesla's recalls were OTAs, and such software "recalls" are certainly not "costly" by comparison to physical ones, not even close. Example: What's more costly in terms of time and repairs, Ford's failing batteries recall, or Tesla's font size change "recall" - over the air update, done within 24hrs before customers even knew about it? So out of that $10B total recall costs, how much of that do we really think Tesla accounts for, considering both OTA and production volume? Five percent maybe?
GED Alan still can’t accept two million recalls by Adrian in 2023! Don’t forget the accounting scam of goodwill repairs by babysmurf9000!
Oh, so falling off pedals can be repaired online? Good to know
@@taniabanes4707 Yeah, there is an OTA update for that! 🤣
@@taniabanes4707 Nice one, you must be thinking Toyota (4 million pedal issues, $1.2B cost). Top 5 most recalled brands for 2023: - Ford: 54 recalls. - Chrysler: 45 recalls. - BMW: 29 recalls. - Mercedes: 27 recalls. - GM: 22 recalls. Tesla: 13 recalls, and ~90 percent of them were just quick simple software updates. "Tesla's Major Recall Shows the Benefits of Software-Defined Vehicles" -- IDTechEx "We Need a New Word for Tesla’s ‘Recalls’" -- Barrons "Tesla is unique, operating the largest fleet of connected vehicles in the U.S., so there is no basis for comparison."
@@russh6414 Back in the real world: - Ford had 56 recalls, almost all are physical. - Chrysler 45, almost all are physical. - GM 25, almost all are physical. (Source:Powernation Jan 24) - Tesla had 13 recalls, ~90 percent of them simple OTAs. Lets lump Detroit laggards and Tesla together and then say it cost them $10B collectively for these recalls. Ok... what do you think Tesla's share of that would be when all they got is a couple physical (real) recalls to cost out? Oh hey one of them was the one you guys are quipping about, affecting only a few thousand vehicles, but that's sure to skew the results right? Any educated guesses folks?
Where does Reuters get income from? I wouldnt use that print to wipe my rear.
Don't they get their income from corporate advertising, just like every other mainstream AND far right news outlet?
@@davidmenasco5743 And every single news outlet other than those ones? As well as the website you are currently on? Reuters is fine.
@@davidmenasco5743 And I'm sure the oil industry has deep pockets.
I will never buy another ICE car. EVs are too much better to drive, and I charge at home. Also, aluminum bodies don't rust out.
The Reuters article is misleading old news. Tesla already announced the unboxed process.
The process they cancelled when they cancelled the model 2?
@@ethanwelner1230They have not cancelled the so called (by media) Model 2. They have postponed it and, for now, building smaller cars with only some of the previously planned more advanced manufacturing technologies.
@@johnpublicprofile6261 Nah, it's pretty clearly cancelled. And what "more advanced technologies" would those be? The ones that resulted in the "40 thousand dollar" cybertruck having an average sale price of 80 grand? Either way, they're not using the unboxed process anytime soon, that requires redesigning the factory floor.
@@ethanwelner1230 what more advanced technologies: 48v architecture for thinner cables, ethernet instead of typical mass of individual wires. Also probably steer-by-wire as that safely allows cars with steering wheels to be used as robo-taxis and makes it easier to produce the same model with and without steering wheels, though not a direct cost saver. PS why would they stop selling higher spec 80 grand Cybertrucks whilst people are still buying them at that price? Yep, there is not likely to ever be a 40 grand Cybertruck even after taking in to account inflation. But there will be cheaper Cybertrucks as per typical car manufacturers new product roll-out process.
The latest plan is to incorporate the unboxed method to some areas while retaining most of the same construction methods used in the model s and y.
Funny Toyota - big green leader - “RENEWABLE energy and hydrogen and useable water” b/c it’s formed from BIOGAS. Shell game, name game, money game. The original version of biogas (recovered by capture/channeling methane from EXISTING landfill sites) was recovering and using the methane instead of letting it release it into the atmosphere. Decent choice. Methane from anaerobic reactors seldom uses 100% waste (fails loosest definition of renewable), releases 40% of energy as heat, and looses one third of “fuel” carbon as CO2 during methane production. Follow the money - IRA EV provision Section 60102: “Grants to Reduce Air Pollution at Ports: Funding split between general assistance ($2.25 billion) and funding for non- attainment areas ($750 million) to purchase zero-emission port equipment…”. As long as port uses “BIOGAS” they get grant money to pay for the equipment and install. But BIOGAS is renewable BS when methane is generated en-force from fuel instead of being collected to prevent its release into the air.
well, reson why ev prices keep going down faster because no poor person is buying it in used ev market, poor fear the huge battery fail costs, charging and range anxiety and inconvenient and winter huge range lost and freezing cold, most tesla ev battery has failed, replaced 3 times when reaching 100k miles
Battery costs are falling fast, that's why.
Around 2:00 - recalls and warranties. Why do you lump them all together? If you have the numbers, break them out per manufacturer as well as the cost. Also be honest and point out that only Tesla has Over-the-Air (OTA) 'recalls'. (Autoline, and the old auto execs love lumping in Tesla's software fixes (OTA) with their appointment heavy; cost heavy; and customer dis-satisfaction In-the-Shop recalls. C'mon man! Are you a professional or not?
If the entire bottom of the car is one piece then any damage to the bottom of the car totals it.
And how often does that happen to a vehicle?
Significant frame damage almost always totals a modern car anyway.
No, like any industry new repair methods will be developed and besides insurance companies are already totally cars for all kinds of reasons.
Any frame damage will total any car as afar as insurance is concerned. If something hits a n EV hard enough to bend a casting, it would be hard enough to bend a common old school frame.
@@RayNLAAt least twice to Hyundai EV’s in Canada. Motormouth yt channel discussed it
recall from Tesla: we will make it a part of your weekly software update. I can do that!
Too bad they cant OTA update mechanical issues
Algoritam (Algorithm in Bosnian)
More legacies throw in the towel on competing with rising EV players - Tesla, Koreans, some Chinese players. It's not as easy as they thought eh? Amusingly this is causing a short-term battery supply bubble that Tesla, for example, is benefiting from as they get better discounts from these battery suppliers. Around 10:15 covers this phenomenon: kzhead.info/sun/mJaplZSDmKKkZmg/bejne.html This compounds with another interesting benefit (covered around 13:15): Entering the battery manufacturing business with its 4680 project has led to Tesla inserting themselves upstream in the supply chain. This is now helping them provide their own third party suppliers (CATL, Panasonic, LG etc) with battery material at lower costs, which is translating to them getting additional cost savings in return. Another new competitive advantage. The flywheel of progress continues to spin faster.
Tesla is rising to left behind status! King BYD and King Toyota leading the way!
I think consumers are telling the industry is they want quality as well as variety
@@russh6414 Could be, or maybe consumers don't want a loan/lease at a high 7 percent interest, especially during a rough economic period - and some turbulent employment prospects. But yes, lazy legacy compliance EVs wont cut it either.
The US auto consumers have made it clear they are not interested in PEV.
@@bobbybishop5662 Yep, PHEV is worst of both worlds: More complex, and have similar regular maintenance schedule as ICE plus EV add-on on top - no wonder stealerships love them, great for their service departments. In return you have two inlets to fuel, one is a charge port and the other a gas tank, and all you get is typically 20 miles of EV range for that effort, thanks to tiny compliance sized batteries used.
👍
Gigacasting may reduce complexity and costs when manufacturing the vehicles, but the complexity and cost to REPAIR the body on these vehicles is horrendous. So much so that many insurance companies are just scrapping the cars rather than pay for repairs. Depreciation on Teslas has fallen through the floor and they lose too much value too fast to repair them.
Why are you lying? Tesla has reported that gigacastings have lowered their repair cost.
@@BjorckBengt - Because the cost to repair damage to a Tesla body is one of the things Hertz cited as another reason they stopped buying them and why they are selling the ones that they have. The CEO of Hertz lost his job because of his decision to acquire 120,000 EVs. Before they could even acquire 2/3 of those vehicles they learned of this reality about the Teslas. Here's a video about Tesla's being scrapped rather than repaired. Though the creator of this video is British, the video clip he plays showing the scrapped Teslas has an American sounding narrator. kzhead.info/sun/nKlxcdGjiISen58/bejne.htmlsi=dLA9XuQrzZMPEEwg&t=22
@BjorckBengt It's obvious you have zero knowledge about repairing collision damaged vehicles and only repeat what your brain is telling you.
An engineer from India? Good luck with that.
Engineer and part time phone scammer.
So you get your news from Reuters now???!!! You just lost my respect. 😢
It would really suck to work for Musk: complete lack of any job security.
Tesla also firing its head of new vehicle design isn't a good sign, but dumping their charging department seems foolhardy. That was the one part of the company that everybody agreed was Tesla's strongest advantage.
Tesla was fool hardy to think it could make money selling electric cars. What do you see here that is new. EV margins are down. Tesla is a high Tech company. Needs to invest in new high tech with better margins.
@@danharold3087 Tesla will keep investing in junk science because that's what Musk wants.
@@danharold3087 Not sure I get your point. Tesla did make money selling EVs. Their charging network greatly helped their sales efforts. Yes, the company has been mismanaged in several ways (product diversity, QA, customer service...), but the main issue today seems to be the desire to maintain the TSLA share's consistently irrational valuation. Tesla could be quickly turned around as a car company, but is only worth about $40/share. All the rest is magical thinking.
@@Miata822 Launching a lot of new models will not help. They will still be Teslas. Look how well many models have worked out for other EV companies. Not. Tesla made money on cars because of parts commonality, carbon credits, and a few others things. You asking to raise the cost of production. Tesla is going to try building at least one lower cost car on the existing lines to utilize the excess capacity. Mismanaged company with the best selling car in the world. Yes Tesla made money on EVs but now everyone knows how to make them and many are giving away money with each car. Tesla can stay profitable by lowering the cost of production for a while. But that is not open ended. China wants this market and unless their finances crumble they will buy that market by outspending all other nations in support of their EV industry. Tesla is not simply a car company. It is a Tech company that makes cars. "Tesla's goal regarding electric cars was to accelerate the adoption of electric vehicles" mission accomplished. It does not have to hang in there until it starts losing money and goes broke. Tesla is pivoting to AI. Now it is an AI company. It can still make cars while it makes sense to make cars.
as usual, Reuters is in the pockets of the Shorts. Reuters HYPERBOLE this time associated with Tesla decisions on manufacturing. Tesla is going with a process they call the "UNBOXED" process, which of course uses gigacasts for the major components. A full-chassis, 'diecast' idea was discussed in the past, but less worth the effort given the advances Tesla has made in the alloys used and delays in developing the machines at IDRA, which is overwhelmed with orders from every car maker in the world. Buy IDRA stock.....
@7:46 Toyota is still importing the Toyota Mirai? The fuel tank on the Mirai holds 5.6 kg so 1,200k kg of hydrogen is enough hydrogen for 214 refills.
Tesla never gives up.
Listening to EV apologists is like listening to a codependent housewife--He's not that bad, you don't know him like I do, it's just a rough patch, things'll get better eventually... Just leave him. You'll be okay, ladies.
I don’t see Elon getting that $56Bil payout at this point… Supervillain fears; rest assured.
I certainly won't be voting for it or to keep his brother on the board. Elon has become a complete joke as CEO.
I certainly won't be voting for it or to keep his brother on the board. Elon would have been fired by a legitimate board a long time ago.
@@bobbybishop5662 Shorting TSLA bobby?
IOW, if we do not have laws forcing people to go EV far less get sold.
Not forcing people forcing he automakers who had 30 or more years to be ready for this day. The are change adverse.
Show us the law that forced you to buy an EV..
@@CSHarvey Watch this channel! EV percent of sales mandates in CA and elsewhere. Coming outright ICE bans. Is today like the first day you tuned in?
@@danharold3087 Prepare for what day? The day the law forces them to make EVs?
@@realazduffman Not EVs but Zero Emission Vehicle. As in ZEV credits aka Zero Emission Credits.
RECALLS INCREASE... How many of that vehicle "recall" count is due to Tesla over-the-air improvements or non-critical safety related fixes that would not have been released or traditional all hardware vehicles. E.G. the NHTSA mandated font size change for an on-screen status symbol that international standards recommend not using any letters for in the first place.
Build "fewer" charging locations, not "less".
Gigacastings are bad for us. A small accident will total the car. Can't be repaired. It's all one piece. Insurance rates will skyrocket.
Yeah, great for the factory but will suck for us. Many cars are already to quickly written off and more castings won't help. Who wants a 40 grand disposable car?!
Not according to Sandy Munro.
Anything that would damage these castings would have totalled any other vehicle.
Just more of the same, let's second guess Tesla.
Single casting was NEVER a sure thing. Their front and rear single giga-casted and structural battery pack means 100's of individual poorly fitted cars ALL other EV and ICE makers. Who paid for this anti YESLA video
I knew that the one piece gigacasting was never going to work. You need a bunch of smaller castings to be practical. Else you would have an unrepairable disaster in a fender-bender. My father made his bath safety products out of aluminum castings. These big casting machines are terrific though; the cycle times are incredibly fast; and the use of castings will increase.
Make sure to submit your resume to Tesla.
@@CSHarvey Metal stamping which is how cars have been made for decades, is fairly cheap, but it has a lot of steps. Castings are great, but they are typically not repairable. Aluminum is a tricky material; there is a reason why Steel is a superior alloy, and if you notice SpaceX has switched over to using stainless steel as it is better with all factors considered.
Reuters were wrong about the model two I don’t think we should believe them
Reuters isn't the one with a credibility issue.
@@Miata822 don't be so hard on yourself, I'm sure someone believes you.
Elon has never said they would use a single casting. Reuters is engagement farming for clicks. Another one bites the dust.
@@Miata822 yes it is
Lol so when Reuters says something negative about Tesla now it’s not credible? Tesla did not reveal any thing about a model 2. Musk just threw some fantasy mumbo jumbo out there and the muskrats ate it up. I’ll start to believe a model 2 is coming when they actually reveal a working model of a car. Until then it’s another piece of vapor ware.