The production of MegaPacks at the facility in Lathrop, California is highly profitable and the market for MegaPacks is expected to grow as the price of cells comes down
Questions to inspire discussion
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How much power does the facility produce daily?
—The facility produces a lot of power daily, with the output constantly changing.
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Is Tesla expanding their Mega Factory in Lathrop?
—Yes, Tesla is expanding their Mega Factory in Lathrop and opening one in China, which will not negatively impact output.
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What is the expected trend for the price of MegaPacks?
—The price of the mega packs is expected to decrease over time, similar to the trend with TVs.
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Why is the market for MegaPacks expected to grow?
—The price of cells is decreasing, making the market for MegaPacks bigger and open to other companies.
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What gives Tesla an advantage in the electric semi market?
—Tesla is a mass producer and powerhouse in manufacturing, giving them a leg up in the electric semi market.
Key Insights
- 💰 Each mega pack is like $2.2 million with a 20% margin, that's like a $400,000 in profit per mega pack.
- 🔋 Each day, a massive amount of power is produced at the facility in Lathrop, California.
- 🚗 Starting with the end goal can lead to quicker progress, but may not always result in the best outcome.
- 💰 The price of cells is likely to come down, making the market for MegaPacks bigger and more accessible.
- 😞 "I'm deeply disappointed that Toyota didn't learn from the Prius and go full EV sooner."
#Tesla #EnergyStorage #Megapacks
XMentions: @FutureAzA @HabitatsDigital @sjvTesla
Clips
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00:00 🔋 Tesla is producing mega packs at a factory in Lathrop, with each pack worth $2.2 million and a 20% profit margin, and the factory has a capacity of 40 GWatt hours.
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01:49 🔋 Tesla is expanding their Mega Factory in Lathrop and opening one in China, with the price of mega packs expected to decrease over time.
- The facility produces a lot of power daily, with the output constantly changing.
- Tesla is expanding their Mega Factory in Lathrop and opening one in China, which will not negatively impact output, and the price of the mega packs is expected to decrease over time, similar to the trend with TVs.
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03:36 🚗 Tesla is starting with the Cybertruck before other models, but it's important to start somewhere and not skip steps.
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04:32 🔋 Tesla is leading the way in MegaPack production and electric drivetrain technology, with decreasing cell prices opening the market to other companies.
- The price of cells is decreasing, making the market for MegaPacks bigger and open to other companies, with Tesla being an early and prominent player.
- Tesla is a mass producer and powerhouse in manufacturing, giving them a leg up in the electric semi market over other companies who are new to electric drivetrain technology.
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06:01 😞 Toyota and Nissan missed the opportunity to lead in EVs, while Tesla and Elon Musk took the lead.
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06:53 🔋 Tesla is making efficient MegaPacks for stationary power storage, outperforming other battery manufacturers in the industry.
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08:14 🔋 Tesla is making a lot of MegaPacks, they are big, heavy, and expensive, but the price will continue to fall.
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09:30 🚗 Tesla is hosting events on July 27th and 28th with a light show, caravan, and cruise, and viewers are encouraged to like, subscribe, and stay tuned.
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Duration: 0:10:12
Publication Date: 2024-07-08T12:10:27Z
WatchUrl:https://www.youtube.com/watch?v=FcXlp41FI6Y
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