Tesla pulled the trigger today, and Musk was half an hour late. The market value evaporated by 204.8 billion yuan as soon as he opened the door.

The editorial department is from Ao Fei Si
Qubit | Public account QbitAI

Nothing!

170,000 new cars, HW4.0, 4D radar... nothing at the Tesla Investor Day event that everyone is looking forward to!

Moreover, Musk was still half an hour late. The stock price fell by 1.43%, and the market value evaporated by about 204.8 billion yuan!

Tesla, it can be said that it has completely pulled off today.

It was originally the unveiling of the third chapter of the grand plan after 7 years , revealing Tesla's strategic direction in the next few years. As a result, I looked at the entire press conference horizontally and vertically, and carefully watched it for a long time, and it was all about Musk's anxiousness to save the earth . A few words.

Even the amount and planned land were given——

Investing 10 trillion US dollars, the facilities cover an area of ​​300,000 square kilometers, and trying to win over the funder fathers:

I hope everyone here is a planet investor.

I don’t know whether it will save the earth or not, but car owners and investors cried first.

There are new cars everywhere

The first thing that needs to be stated again is that there are no new cars at this conference! No new cars! No new cars!

This may disappoint all early readers.

As they say: later .

But even so, the shadow of the next-generation automotive platform was everywhere throughout the conference.

For example, when introducing their fleet.

It also used cool assembly animations to show that Tesla can increase time and space efficiency by 30% and increase the labor density of the production line by 44%. I also named Ford and Toyota by the way, (Tesla has 10% better manufacturing technology than the former, and Toyota can only envy (Doge)

This integrated assembly solution can reduce the factory floor space by 40% and assembly costs by 50%.

In addition, the official announcement date of the Cybertruck has also been advanced, saying it will be launched later this year.

Musk has previously stated bluntly that mass production will not begin until 2024.

Some netizens saw this pickup truck before the press conference started and called out:

The appearance is simply an order of magnitude better than the web picture.

Then, the next-generation automotive platform will be disclosed one by one from aspects such as controller, power system, software and hardware, and fully autonomous driving.

In terms of controllers, the next generation automotive platform will be 100% self-developed.

In terms of software, Tesla will push an OTA update, which will mainly reduce the tension of the seat belt to reduce injuries. It was also emphasized that being able to test new algorithms in the background without affecting the car is a really key capability for them, especially things like automatic emergency braking.

In terms of power transmission, the use of microprocessor silicon transistors will be reduced by 75% without changing the original performance; in terms of battery supply, it can be compatible with any chemical battery, so that the factory volume can be reduced by 50% and the cost will also be reduced. 1,000.

And no rare earth materials will be used, and all cars in the future will switch to 48V power systems.

The top priority and the final highlight is the fully autonomous driving section, which is mainly divided into three parts for introduction, AI, data and computing power.

In terms of data, Tesla’s data engine was disclosed in detail .

First, the driving data from eight cameras are used and automatically annotated to form a single three-dimensional simulation space, and then the visual algorithm is continuously iterated and optimized.

In complex problems, such as turning left, millisecond-level delays can be achieved.

In addition, Tesla released special FSD crash data in an attempt to verify that the safety is much higher than that of human drivers. (Doge)

• Teslas with FSD Beta only had three collisions per 10,000 miles driven;

• American drivers are involved in a collision every 2,000 miles driven.

In terms of computing power, Tesla also released the data:

Revealed that humanoid robots “couldn’t work properly at all” before

In addition to autonomous driving, Musk's second appearance at this event was to introduce Tesla's humanoid robot Optimus.

Musk first showed a video of what Optimus can achieve at this stage:

In this video, two Optimus are actually assembling another humanoid robot with parts.

And at the end of the video, an Optimus walked to the wall and lifted a curtain, revealing a photo of a humanoid robot.

This wave of operations seems to show the birth of a new baby in a robot family...

It is not difficult to see that Optimus's capabilities in this video have improved a lot in terms of walking and working compared to last year's Tesla AI Day.

The reason why Musk demonstrated the capabilities of humanoid robots after the autonomous driving session is because he believes:

The car should be a robot on wheels.

However, Musk also revealed that the Optimus shown at the previous AI Day was actually not working at all :

But things are improving now.

But Musk didn’t forget to add, “It’s obviously not doing parkour.”

Emmm... It feels like it's mocking Boston Dynamics' Atlas humanoid robot.

Charging piles will be suitable for all electric vehicles

At this press conference, Musk also reiterated his views on lithium batteries:

The key limitation in the production process of new energy batteries comes from the purification of lithium elements, rather than the exploration of lithium ores.

As for the charging pile, it’s a bit underwhelming.

Tesla said that it has the lowest charging station deployment cost in the industry, 20% to 70% lower than the industry average, so it will be suitable for all electric vehicles in the future .

It is reported that on February 28, Tesla has opened the first 10 super charging stations to other electric vehicles.

Its Trip Planner will also act as an “air traffic controller” to help users achieve a faster charging experience.

Of course, it's also cheaper: the cost per kilowatt hour can drop by 40%, from 19 cents to 12 cents.

At the same time, Tesla also revealed at the meeting that in July this year, it will launch a service in Texas with a monthly payment of US$30 and unlimited charging overnight .

Where does Tesla’s third chapter go?

The above is the entire content of the so-called third chapter of Tesla in Musk’s mouth.

Without new cars and talking only about energy and data , so-called humanoid robots could not work at all before...

The only thing that can be commended may be some "Cool" animations.

Prior to this, the public's expectations for Tesla were fully reflected in the stock price. The new car will be priced at a lower price of US$30,000, and the HW4.0 circuit board has even been "exposed".

As a result, now, looking at the actual content released at the conference alone, it is difficult to think that it has any connection with the third chapter.

The third chapter of Musk's grand plan revolves around the keyword "sustainable energy". As soon as he started, he went straight to the topic:

**Our energy economy is both dirty and wasteful.

Therefore, it is necessary to build a "sustainable energy economy" and even call investors "earth investors." (Quite good at putting hats on)

I really hope today is not just about Tesla investors who own stock, but really investors of the planet .

This plan to completely eliminate fossil energy specifically focuses on five aspects:

1. Transform the existing power grid and reduce the use of fossil energy by 35%;
2. Turn cars to electrification and reduce the use of fossil energy by 21%. Tesla has also set a goal of producing 20 million electric vehicles a year here. Goals;
3. Switch to heat pumps for homes and businesses, reducing the use of fossil energy by 22%;
4. Help the industry realize the transmission and storage of high-temperature heat, reducing the use of fossil energy by 17%;
5. Not only cars, but also consider giving Planes and ships will use sustainable energy, and fossil energy use will be reduced by 5%.

Musk said this requires Tesla and other companies in the industry to work together.

As for Tesla, the overall goal is to achieve 240TWh of energy storage, 30TWh of renewable electricity, and a manufacturing investment of US$10 trillion , and the area occupied by related facilities should be less than 0.2%.

So grand and spectacular, just like the first scene of the second chapter (Doge)

At that time, Tesla successfully completed its first chapter, and its market value had grown from US$2 billion at the beginning of its listing in 2010 to US$30 billion.

(The first chapter is probably to first produce a small-volume but expensive electric sports car (Roadster); use the money earned to produce new models of medium-volume, relatively low-priced cars (Model S and X); and then go on Produce an affordable car (Model 3) while providing zero-emission power generation options (aka solar)

As a result, we come to the second chapter. The first one is to create extremely efficient solar panels equipped with integrated power storage functions for personal use;

In addition, it also includes expanding the electric vehicle product line to meet the needs of various market segments; developing autonomous driving technology that is 10 times safer than human manual driving through a large number of fleet learning functions; and gaining income by helping people share idle vehicles.

As a result, this big plan, which was only conceived for 11 days, ended up being completely unfinished :

First of all, the first plan contains specific goals: to acquire SolarCity, a company that specializes in developing home photovoltaic power generation projects. But until October last year, it was still in the planned acquisition stage with a transaction volume of US$2.6 billion.

Second expanded product line . Tesla began mass production of Model Y in 2020, and together with Model 3, it became the mainstay of Tesla's sales.

However, the Semi electric semi-trailer truck, which will be delivered in 2022, and the electric pickup Cybertruck, which will be delivered this year, are both later than expected, and the public transportation part is still "nowhere".

For the third autonomous driving technology , Tesla has chosen a progressive route of large-scale pre-installation mass production and gradually moving from L2 to L4. The FSD beta version has also been opened to North America for a fee in November last year, but its essence is still It belongs to assisted driving and is still some distance away from fully autonomous driving.

Finally, Tesla announced in 2019 its plan to put “one million Tesla self-driving taxis on the road”, which allows users to add their idle Teslas to the taxi network to make money. This sounds exciting, but it is very difficult. Obviously, Article 4 has basically not been completed, and I am afraid it will have to wait until FSD and other technologies and conditions are mature enough.

Ever since, as soon as the press conference came out, netizens began to question: What on earth are you talking about with so much data and software?

As a result, Musk was not idle either. He frantically confronted netizens and only said:

hehe.

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