Tesla's Cybertruck is likely to succeed and has high demand, causing legacy automakers to struggle to keep up with Tesla in the electric vehicle market
Questions to inspire discussion
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Will the Tesla Cybertruck be available in Europe?
—Yes, there are plans to bring the Cybertruck to Europe, and Tesla may even create a smaller version to accommodate European regulations.
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What is causing legacy automakers to struggle in the electric vehicle market?
—Tesla's rapid pace of innovation and advanced production technology is causing legacy automakers to scramble to catch up, with some even slowing down EV production due to lack of demand.
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Is the demand for Tesla's Cybertruck high?
—Yes, the Cybertruck has already received the most pre-orders in history, and experts are praising its engineering, driving performance, and suspension.
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What is the controversy surrounding legacy automakers and electric vehicles?
—Legacy automakers are facing a dilemma as they try to compete with Tesla and Chinese car manufacturers in the future car market, with some making contradictory statements about their commitment to electric vehicles.
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How is Tesla influencing legacy automakers in the electric vehicle market?
—Tesla's influence on legacy automakers is evident as they struggle to shift to EV, with Ford likely to license Tesla's full self-driving software and the Cybertruck revealing new features like a "Wade mode" for driving through water.
Key Insights
- 📈 "This is the most pre-ordered car in history even if we cut the orders in half."
- 🔮 The Cybertruck's production system is set to be way above any production system on Earth, leaving legacy automakers scrambling to catch up.
- 🚗 Tesla's pace of innovation is so fast that legacy automakers will be left behind with their new production methods before they can even get it to market.
- 🚗 Tesla's 1 million kilobyte can speed is years ahead of legacy automakers using 500 kilobit can speed.
- 🔥 Legacy automakers are in a tough spot and need to fight back for survival against Tesla and Chinese competitors.
- 🚗 Tesla's influence on EV sales is evident, with the Tesla Mod Y leading the way in Australia and potentially worldwide.
- 📈 The sales of BEVs has crossed the 1 million mark in a year in the US, showing a significant increase of 50.7% year-over-year.
- 🔋 Tesla secured a massive 1.6 GW hour mega pack order for a giant project in Australia, making it one of the largest Battery Systems in the world and the biggest order ever for Tesla's MEAP packs.
#Tesla #Cybertruck #Safety
Clips
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00:00 🚗 Tesla's Cybertruck faces safety concerns and potential availability issues in Europe, but changes in laws may accommodate its weight and size, while Ford and GM are slowing EV production.
- The episode discusses safety concerns about Tesla's Cybertruck, its potential availability in Europe, Elon Musk's interview about the Cybertruck, Ford and GM's slowing EV production, and other news related to Tesla and legacy automakers.
- The Cybertruck may not come to Denmark or Europe due to its size and weight, but the issue could be resolved by Tesla making a smaller version for Europe.
- The weight of Tesla's Cybertruck may not be an issue in the UK due to changes in laws to accommodate electric vehicles, and it is likely that similar changes will occur in the rest of the EU when the Cybertruck is ready to be shipped to Europe.
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04:33 🚗 Tesla's Cybertruck is likely to be approved for safety regulations and has high demand, with experts praising its engineering and driving performance.
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- The article's claim that the Tesla Cybertruck cannot come to Europe due to different charging plugs is unfounded, as Tesla has previously adapted their vehicles for the European market and is working to bring the Cybertruck to Europe.
- Tesla's Cybertruck will likely be approved for safety regulations, and despite doubts about demand, it has already received the most pre-orders in history.
- The demand for Tesla's Cybertruck is high, with experts praising its engineering, driving performance, and suspension.
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09:29 🚗 Tesla's Cybertruck production is causing legacy automakers to scramble to catch up, with Toyota not expected to have anything ready for 3 to 4 years, while Volkswagen is cutting back on electric vehicle production and R&D.
- Elon Musk confirmed that the Next Generation vehicle will be built in Texas and then in Mexico, with the production line already being worked on and a revolutionary manufacturing process in place for a low-cost electric vehicle.
- Tesla's advanced production technology for the Cybertruck is causing legacy automakers to scramble to catch up, with Toyota not expected to have anything ready for 3 to 4 years.
- Tesla's rapid pace of innovation will leave legacy automakers like Toyota behind, as they struggle to catch up with Tesla's new production methods and groundbreaking vehicles like the Cybertruck.
- Tesla is ahead of legacy automakers in technology and production, as evidenced by their faster can speed and expansion of their Berlin Factory, while Volkswagen is temporarily halting production due to weak demand.
- Volkswagen is cutting back on electric vehicle production and R&D, opting to upgrade existing buildings instead of investing in new ones, which the speaker believes is a mistake and a disinvestment in the future of the company.
- Scoda is closing 177% of their dealerships in Germany, acknowledging that the German passenger car market will never reach the high level of 2019, as the ICE market will only go down from here on out with the rise of BEVs.
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16:22 🚗 Legacy automakers are struggling to keep up with Tesla and Chinese car manufacturers in the electric vehicle market, facing pressure to ramp up production and compete with Tesla's higher technician pay and stock options.
- Legacy automakers are facing a dilemma as they try to compete with Tesla and Chinese car manufacturers in the future car market, with the CEO of one company advocating for more ICE cars while also acknowledging the need for affordable electric cars.
- Legacy automakers need to ramp up production of EVs quickly, even if it means losing money, as Tesla and Chinese companies are not slowing down and will dominate the market if they do.
- Legacy automakers are fighting back against the spread of electric vehicles, with workers in Sweden and Denmark refusing to support Tesla in solidarity with labor unions.
- Tesla pays its technicians more than the union's guaranteed pay, and offers stock options, making the union's argument about pension seem insignificant.
- Denmark is selling some of its shares in Tesla and investing in oil companies, but Tesla is still expanding and cannot be held back.
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21:33 🚗 Tesla's construction and expansion updates in Fremont, Shanghai, Berlin, and Texas, including new buildings and progress on infrastructure, as well as new features in the holiday update and latest software update.
- Tesla's construction and expansion updates in Fremont, Shanghai, Berlin, and Texas, including new buildings, test Model 3 sightings, recycling buildings in use, fire station in use, and construction work on driveways and bridges.
- Significant progress has been made on construction and infrastructure at the South Wall, parking area, test and recycling lab, die shop, and switchyard, with additional work being done on the west side of the road and the end of line building.
- Tesla's construction site in Texas and Mexico is expanding and making progress with grading work, road expansion, permit submissions, and infrastructure development.
- The Tesla holiday update includes new features like Fidelity park assist and 3D reconstruction of the surrounding while addressing parking sensor issues.
- Tesla's latest update includes the ability to replace the horn sound with other sounds, play games on the rear screen, use wireless bluetooth headphones for rear passengers, and see speed cameras, stop signs, and traffic lights on the navigation map.
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26:58 🚗 Tesla's EV sales are leading globally, while GM and Toyota are making contradictory statements about their commitment to electric vehicles, with GM repeating past mistakes and prioritizing shareholder payouts over investing in their EV transition.
- Tesla's EV sales are leading the way globally, while GM's Cruise may face a fine for misleading regulators, and Toyota's claims of technology to crush EVs are seen as a distraction.
- Toyota and General Motors are making contradictory statements about their commitment to electric vehicles, with Toyota touting a water-powered engine and solid state battery while also expressing doubts about EV demand, and GM emphasizing customer demand for electric vehicles while failing to deliver a compelling and competitive EV.
- Outsourcing future roadmap to the masses is not leading, but following, as seen with GM's $10 billion buyback and $3 billion debt issuance.
- GM is repeating the same mistakes that led to their bankruptcy in 2008 by prioritizing shareholder payouts over investing in their EV transition and reducing their debt.
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31:21 🚗 Tesla's influence on legacy automakers is evident as they struggle to shift to EV, with Tesla's Model 3 overtaking Toyota's Rav 4 and GM and Ford slowing down EV production due to lack of demand.
- Mary's incentives do not align with increasing EVs on the road, Tesla produced 82432 China-made vehicles in November, and the production numbers from the factory are not as meaningless as previously thought.
- GM and Ford are slowing down EV production due to lack of demand, but BEV sales in the US have crossed 1 million units in a year, with a 50.7% increase year-over-year, showing a growing market trend.
- Tesla's Model 3 has overtaken Toyota's Rav 4, secured a massive battery order, and outperformed a Lamborghini in a drag race, solidifying its influence in the electric car market.
- Tesla Model 3 prices in the US are as low as $22,000, while in Denmark, a comparable car costs the equivalent of $22,000 and the Tesla Dina construction site is taking shape.
- Tesla's influence on legacy automakers is evident as they struggle to shift to EV, with Ford likely to license Tesla's full self-driving software and the Cybertruck revealing new features like a "Wade mode" for driving through water.
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37:22 🚗 Despite skepticism, Tesla's track record proves the Cybertruck is likely to succeed, with BMW aiming to capture 50% of the electric vehicle market in Germany.
- In November, there were 44,990 Bev and 18,124 plug-in vehicles sold in Germany, with only 2 hydrogen cars sold, and BMW aims to capture 50% of that market, while also giving a shout out to new patrons and members.
- Tesla's track record proves that critics are often wrong, and despite skepticism, the Cybertruck is likely to succeed just as the Model 3 did.
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