Video yükleniyor...

Video Yüklenemedi

Bu video yüklenirken bir sorun oluştu. Bu geçici bir ağ sorunundan kaynaklanıyor olabilir veya video kullanılamıyor olabilir.

Ana Sayfaya Dön

The long-term advantage of Tesla will be its manufacturing technology

Teslaconomics

505,858 subscribers

344,812 görüntüleme • 2 yıl önce •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

10 Yorum

Carl profil fotoğrafı

Carl2 yıl önce

This has got to be one of the worst cases of tesla panel gaps I’ve ever seen

Teslaconomics profil fotoğrafı

Teslaconomics2 yıl önce

😂

Travis Cook Unsupervised profil fotoğrafı

Travis Cook Unsupervised2 yıl önce

I would argue that their Tesla vision and Optimus vision will be bigger. When machines can accurate interpret and interact with the world around them, that will be impossible to guess how impactful. Companies will be licensing this from Tesla.

Oscar Herrera profil fotoğrafı

Oscar Herrera2 yıl önce

Copy cats will try and replicate it

Alice profil fotoğrafı

Alice2 yıl önce

Tesla is the best

John profil fotoğrafı

John2 yıl önce

They're starting to get real good at factory turnover. Even the HW 3 to HW 4 turnover is great testing. So many other car companies can only produce what they predict, not what the market asks for.

@blueberry_19884 profil fotoğrafı

@blueberry_198842 yıl önce

@PhoenixWild29 Tesla has the ability to become a leader in artificial intelligence-related technologies. This confidence stems from the company's extensive resources and exceptional engineers in chip design, software, hardware and data💪💪💪

ScienceAddict profil fotoğrafı

ScienceAddict2 yıl önce

And it's verticality

Canuck Luck profil fotoğrafı

Canuck Luck2 yıl önce

Wow the panel gaps just keep getting worse!

Harry Tiffany IV profil fotoğrafı

Harry Tiffany IV2 yıl önce

Elon already said that years ago. He may have learned it from somebody else. but he’s been living it and he let us know. The factories are the product.

Benzer Videolar

How will Tesla produce a $25,000 vehicle? By establishing a Gigafactory in India, Tesla will be able to significantly leverage the advantages of reduced labor costs & locally sourced materials, making the manufacturing of a $25,000 Tesla not just a vision, but an achievable reality. India’s abundant reserves of essential EV materials like lithium, combined with Tesla’s ongoing improvements in battery technology, will be able to yield significant cost reductions. Add to that the benefit of lowered import duties and the elimination of hefty import taxes and shipping costs, thanks to local production. These savings, driven by localizing the entire supply chain and continuously innovating on manufacturing & software, will allow Tesla to substantially lower the final price to the desired $25,000. This will further make electric vehicles widely affordable, revolutionizing their reach not just in India, but globally. IT IS NOT IMPOSSIBLE!

How will Tesla produce a $25,000 vehicle? By establishing a Gigafactory in India, Tesla will be able to significantly leverage the advantages of reduced labor costs & locally sourced materials, making the manufacturing of a $25,000 Tesla not just a vision, but an achievable reality. India’s abundant reserves of essential EV materials like lithium, combined with Tesla’s ongoing improvements in battery technology, will be able to yield significant cost reductions. Add to that the benefit of lowered import duties and the elimination of hefty import taxes and shipping costs, thanks to local production. These savings, driven by localizing the entire supply chain and continuously innovating on manufacturing & software, will allow Tesla to substantially lower the final price to the desired $25,000. This will further make electric vehicles widely affordable, revolutionizing their reach not just in India, but globally. IT IS NOT IMPOSSIBLE!

Teslaconomics

367,216 görüntüleme • 3 yıl önce

Optimus is going to be the biggest product of any kind and will cost $20,000~$30,000 long-term

Optimus is going to be the biggest product of any kind and will cost $20,000~$30,000 long-term

Teslaconomics

2,676,919 görüntüleme • 1 yıl önce

Robotaxi Will Make Tesla Trillions. I let Robotaxi drive me around for almost two hours while I presented my long-term financial model for the self-driving business. What better way to talk about the technology and its long term potential than being in it? Enjoy! NFA

Robotaxi Will Make Tesla Trillions. I let Robotaxi drive me around for almost two hours while I presented my long-term financial model for the self-driving business. What better way to talk about the technology and its long term potential than being in it? Enjoy! NFA

Farzad 🇺🇸 🇮🇷

116,869 görüntüleme • 1 yıl önce

THE LONG-TERM STRENGTH OF TESLA WILL BE MANUFACTURING. It’s really hard to understand how the competition is not shitting their pants knowing the leader in EVs (whom they doubted in the past) is now doing things they’ve never seen nor thought possible for a “car”, while continuing to push the limit of physics & increasing the rate of innovation to a level where it’s becoming almost impossible to catch up. Sure a competitor can break down a Tesla vehicle to see what’s going on, but what they won’t be able to copy is HOW to build it. You can’t copy the machine that builds the machine, bc it’s built all in-house. $TSLA

THE LONG-TERM STRENGTH OF TESLA WILL BE MANUFACTURING. It’s really hard to understand how the competition is not shitting their pants knowing the leader in EVs (whom they doubted in the past) is now doing things they’ve never seen nor thought possible for a “car”, while continuing to push the limit of physics & increasing the rate of innovation to a level where it’s becoming almost impossible to catch up. Sure a competitor can break down a Tesla vehicle to see what’s going on, but what they won’t be able to copy is HOW to build it. You can’t copy the machine that builds the machine, bc it’s built all in-house. $TSLA

Teslaconomics

149,542 görüntüleme • 3 yıl önce

The Cybercab is aiming to produce 2 million units per year. Let this sink in. Today, Tesla produces about ~1.7 million vehicles per year total, across its entire lineup. And now Tesla is preparing to outproduce that with one single vehicle, a fully autonomous one. This is Elon and Tesla going ALL-IN on autonomy. Production is scheduled to start April 2026 at Giga Texas, with volume ramping throughout the year. And as of early 2026, Cybercab prototypes are already being tested around the U.S. The Tesla Cybercab is built from the ground up for unsupervised autonomy. There is no steering wheel and no pedals, just cameras, AI, and Tesla’s custom inference computers. No lidar and radar like other companies, just pure vision and software. Elon put it best on the Q3 2024 earnings call: “It’s not just a revolutionary vehicle design, but a revolution in vehicle manufacturing that is also coming with the Cybercab.” That quote matters a lot bc that means the entire way a vehicle is manufactured is changing with the Cybercab. Tesla is designing what Elon calls “the machine that builds the machine.” The Cybercab uses Tesla’s unboxed manufacturing process, where major sections are built in parallel instead of one long assembly line. There are fewer parts, less steps & cost, and faster scale. That’s how you make 2 million Cybercabs per year possible. FYI, this is not going to be easy though. Elon has been brutally honest about production for many years: • “Prototypes are easy, production is hard.” • “The extreme difficulty of scaling production of new technology is poorly understood. It’s 1000% to 10,000% harder than making a few prototypes.” • “For cars, it’s maybe 100 times harder to design the manufacturing system than the car itself.” He reinforced this again in January 2026 when talking about Cybercab and Optimus on 𝕏: “Initial production is always very slow and follows an S-curve. The speed of the production ramp is inversely proportional to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow - but eventually end up being insanely fast.” This is the key thing most people miss about Tesla manufacturing. Early output will be slow by design. Almost everything is new like the vehicle architecture, factory layout, AI hardware, and manufacturing flow. But once it works and clicks, it begins to scale hard. Tesla already proved they can do this. They survived Model 3 production hell. They turned Model Y into the BEST selling car in the world, of any kind. They ramped Cybertruck, which has over 30,000+ unique parts, to meaningful volume. Elon summed it up perfectly in 2024: “Compared to the insane pain of reaching high volume, positive margin production, prototypes are a piece of cake.” That’s why Tesla makes manufacturing look easy bc they already earned the scars from the last vehicle lineups. The Cybercab is aiming to be: 1/ Under $30,000 price 2/ ~$0.20 per mile operating cost 3/ 200+ mile range 4/ Up to 5x utilization vs personal cars 5/ Designed to run nearly nonstop 24/7 This is what you call manufacturing + AI + autonomy converging at scale. The competitors are still showing prototypes and demos, while Tesla is building new production lines, expanding factories, and actually building the product. I remember when Elon told me in the past that one of Tesla’s key advantage long term was going to be manufacturing technology. I get it now.

The Cybercab is aiming to produce 2 million units per year. Let this sink in. Today, Tesla produces about ~1.7 million vehicles per year total, across its entire lineup. And now Tesla is preparing to outproduce that with one single vehicle, a fully autonomous one. This is Elon and Tesla going ALL-IN on autonomy. Production is scheduled to start April 2026 at Giga Texas, with volume ramping throughout the year. And as of early 2026, Cybercab prototypes are already being tested around the U.S. The Tesla Cybercab is built from the ground up for unsupervised autonomy. There is no steering wheel and no pedals, just cameras, AI, and Tesla’s custom inference computers. No lidar and radar like other companies, just pure vision and software. Elon put it best on the Q3 2024 earnings call: “It’s not just a revolutionary vehicle design, but a revolution in vehicle manufacturing that is also coming with the Cybercab.” That quote matters a lot bc that means the entire way a vehicle is manufactured is changing with the Cybercab. Tesla is designing what Elon calls “the machine that builds the machine.” The Cybercab uses Tesla’s unboxed manufacturing process, where major sections are built in parallel instead of one long assembly line. There are fewer parts, less steps & cost, and faster scale. That’s how you make 2 million Cybercabs per year possible. FYI, this is not going to be easy though. Elon has been brutally honest about production for many years: • “Prototypes are easy, production is hard.” • “The extreme difficulty of scaling production of new technology is poorly understood. It’s 1000% to 10,000% harder than making a few prototypes.” • “For cars, it’s maybe 100 times harder to design the manufacturing system than the car itself.” He reinforced this again in January 2026 when talking about Cybercab and Optimus on 𝕏: “Initial production is always very slow and follows an S-curve. The speed of the production ramp is inversely proportional to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow - but eventually end up being insanely fast.” This is the key thing most people miss about Tesla manufacturing. Early output will be slow by design. Almost everything is new like the vehicle architecture, factory layout, AI hardware, and manufacturing flow. But once it works and clicks, it begins to scale hard. Tesla already proved they can do this. They survived Model 3 production hell. They turned Model Y into the BEST selling car in the world, of any kind. They ramped Cybertruck, which has over 30,000+ unique parts, to meaningful volume. Elon summed it up perfectly in 2024: “Compared to the insane pain of reaching high volume, positive margin production, prototypes are a piece of cake.” That’s why Tesla makes manufacturing look easy bc they already earned the scars from the last vehicle lineups. The Cybercab is aiming to be: 1/ Under $30,000 price 2/ ~$0.20 per mile operating cost 3/ 200+ mile range 4/ Up to 5x utilization vs personal cars 5/ Designed to run nearly nonstop 24/7 This is what you call manufacturing + AI + autonomy converging at scale. The competitors are still showing prototypes and demos, while Tesla is building new production lines, expanding factories, and actually building the product. I remember when Elon told me in the past that one of Tesla’s key advantage long term was going to be manufacturing technology. I get it now.

Teslaconomics

31,985 görüntüleme • 8 ay önce

I will be the first person in my family tree to own a vehicle of this caliber, the new Tesla Roadster will be next level

I will be the first person in my family tree to own a vehicle of this caliber, the new Tesla Roadster will be next level

Teslaconomics

231,681 görüntüleme • 1 yıl önce

The day and life of a long-term $TSLA investor

The day and life of a long-term $TSLA investor

Teslaconomics

276,343 görüntüleme • 1 yıl önce

This will be the best product that Tesla has ever created

This will be the best product that Tesla has ever created

Teslaconomics

1,250,646 görüntüleme • 2 yıl önce

SpaceX & Tesla will be the largest valued companies in the world one day, in my opinion. Patience will be rewarded.

SpaceX & Tesla will be the largest valued companies in the world one day, in my opinion. Patience will be rewarded.

Teslaconomics

15,371 görüntüleme • 2 yıl önce

Today, Tesla stock closed at $260.48, surging by +21.92%. This is the 2nd largest percentage increase since the company IPO on June 29, 2010 (the largest was +24.46% on May 9, 2013, the day after reporting a quarterly profit for the first time). This ride is not for the faint of heart, but I believe long-term the ride will be worth it. Congratulations to all $TSLA investors! 👏

Today, Tesla stock closed at $260.48, surging by +21.92%. This is the 2nd largest percentage increase since the company IPO on June 29, 2010 (the largest was +24.46% on May 9, 2013, the day after reporting a quarterly profit for the first time). This ride is not for the faint of heart, but I believe long-term the ride will be worth it. Congratulations to all $TSLA investors! 👏

Teslaconomics

44,437 görüntüleme • 1 yıl önce

With Tesla Robotaxis flooding the streets of America, the world we know today will look completely different. Parking lots, garages, and driveways will be gone. Owning a car will feel as outdated as owning a horse today. Gas stations will vanish. Insurance companies will shrink. Valet stands, parking meters, and traffic tickets will be a distant memory of the past. Cities will breathe again, open spaces once filled with parked cars will turn into parks, cafes, and walking paths. Every Tesla Robotaxi will be in motion, working for humans, not sitting idle 95% of the time like today. And our commutes will transform into quiet moments of rest, work, productivity, or creation. The era of Tesla Robotaxis has begun.

With Tesla Robotaxis flooding the streets of America, the world we know today will look completely different. Parking lots, garages, and driveways will be gone. Owning a car will feel as outdated as owning a horse today. Gas stations will vanish. Insurance companies will shrink. Valet stands, parking meters, and traffic tickets will be a distant memory of the past. Cities will breathe again, open spaces once filled with parked cars will turn into parks, cafes, and walking paths. Every Tesla Robotaxi will be in motion, working for humans, not sitting idle 95% of the time like today. And our commutes will transform into quiet moments of rest, work, productivity, or creation. The era of Tesla Robotaxis has begun.

Teslaconomics

112,188 görüntüleme • 11 ay önce

Tesla is no longer going to be seen as a car manufacturer. Those days are over. Tesla will be remembered as the undisputed leader in autonomous driving.

Tesla is no longer going to be seen as a car manufacturer. Those days are over. Tesla will be remembered as the undisputed leader in autonomous driving.

Teslaconomics

49,478 görüntüleme • 1 yıl önce

I genuinely feel bad for anyone who hasn’t experienced Tesla FSD yet… Bc once you do, road trips are never the same. Instead of spending every second of a long drive focused on the repetitive parts of driving, I can actually take in the world around me. It’s completely changed the way I experience the journey. Tesla FSD is truly a steal at $99 per month, this technology is priceless.

I genuinely feel bad for anyone who hasn’t experienced Tesla FSD yet… Bc once you do, road trips are never the same. Instead of spending every second of a long drive focused on the repetitive parts of driving, I can actually take in the world around me. It’s completely changed the way I experience the journey. Tesla FSD is truly a steal at $99 per month, this technology is priceless.

Teslaconomics

20,594 görüntüleme • 2 ay önce

Men and women of Tesla, read this and really listen. Listen to exactly what Jason, one of Elon’s closest friends, said about what he saw and felt when he experienced Optimus Gen 3. If this doesn’t get you bullish about the future of Tesla, I don’t know what will. This is the biggest insight we’ve had so far into what Tesla is about to become. No one will remember Tesla as a car company when billions of Optimus are in the hands of customers around the world. Everyone will want at least one. FYI, there are 8.3B people living on Earth today. “Two Sundays ago I went to Tesla with Elon. I saw Optimus 3. I can tell you now, nobody will remember that Tesla ever made a car. They will only remember Optimus and that he is going to make a billion of those. It’s going to be the most transformative technology product ever made in the history of humanity, because what LLMs are going to enable those products to do is understand the world and then do things in the world that we don’t want to do. I believe it will be a one-to-one ratio of humans to Optimus, and I think he’s already won.” - Jason Calacanis

Men and women of Tesla, read this and really listen. Listen to exactly what Jason, one of Elon’s closest friends, said about what he saw and felt when he experienced Optimus Gen 3. If this doesn’t get you bullish about the future of Tesla, I don’t know what will. This is the biggest insight we’ve had so far into what Tesla is about to become. No one will remember Tesla as a car company when billions of Optimus are in the hands of customers around the world. Everyone will want at least one. FYI, there are 8.3B people living on Earth today. “Two Sundays ago I went to Tesla with Elon. I saw Optimus 3. I can tell you now, nobody will remember that Tesla ever made a car. They will only remember Optimus and that he is going to make a billion of those. It’s going to be the most transformative technology product ever made in the history of humanity, because what LLMs are going to enable those products to do is understand the world and then do things in the world that we don’t want to do. I believe it will be a one-to-one ratio of humans to Optimus, and I think he’s already won.” - Jason Calacanis

Teslaconomics

56,855 görüntüleme • 8 ay önce

This is the product that will make future generations look back and say: “Wait… Tesla used to be a car company?” The Tesla Bot will completely redefine what Tesla is known for. This is also the product they will make $TSLA valuation at ~$1.5T look like peanuts in hindsight.

This is the product that will make future generations look back and say: “Wait… Tesla used to be a car company?” The Tesla Bot will completely redefine what Tesla is known for. This is also the product they will make $TSLA valuation at ~$1.5T look like peanuts in hindsight.

Teslaconomics

20,549 görüntüleme • 17 gün önce