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On today’s podcast:

  • Model S And Model X Refresh
  • Yoke Steering
  • Cybertruck
  • Semi
  • Roadster
  • Earnings And Profit
  • Superchargers
  • Energy
  • Self Driving Subscription (Now Overdue)

 

 

Show #976

 

Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily for Thursday 28th January. It’s Martyn Lee here and I go through every EV story so you don’t have to.

 

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MODEL S AND MODEL X REFRESH

Exterior very little – the new car looks like it did 10 years ago.

Plaid will replace Performance

Tesla notes that the Model S Plaid changes include a new powertrain, including battery modules, battery packs, and drive units

Better thermal management for repeated performance

completely revamped interior that includes a massive 17″ touchscreen

landscape screen

chrome delete

The rear of the Model S now contains a viewing screen

Driver display has stayed.

 

Model S Long Range now gets 412 miles of range. $80k same as Taycan.

 

Plaid Specs

0-60 mph: 1.99s

1,020 horsepower

Three high-performance drive units

Carbon-sleeved rotors

Torque vectoring

$120k

 

Plaid+ Specs

Quickest 0-60 mph and 1/4 mile acceleration of any production car ever

0-60 mph: <1.99s

1/4 mile: <9.0s

1,100+ horsepower

Three high-performance drive units

Carbon-sleeved rotors

Torque vectoring

Plaid+ version goes 520 miles on a charge.

What batteries? Surely it’s 4680?

$140k

 

Inside:

Premium 22-speaker audio with active noise canceling

Multi-device music and media over Bluetooth®

17″ center display, 12.3″ driver’s display, and 8″ second-row display

Gaming computer with 10 teraflops of processing power

Wireless controller compatibility

removeal of HVAC vents, AirWave is their name of moving air around

 

Heated seats for every passenger, heated steering, and heated windshield

Ventilated front seating

Tri-zone Airwave cabin conditioning

HEPA air filtration system

Custom driver profiles with automatic easy-entry and exit

Ambient lighting

 

YOKE STEERING

“The ultimate focus on driving: no stalks, no shifting. With a stalkless steering yoke, you can enjoy both the best car to drive, and the best car to be driven in.”

 

Steering wheel: half-circle design. Chopped off across the top. Flat bottom.

 

No stalk for indicator or changing gear.

Force touch buttons for the turn signals, high beams, honk, Autopilot, windshield control, and voice commands.

 

“The vehicle uses its Autopilot sensors to intelligently and automatically determine intended drive modes and select them. For example, if the front of Model S/X is facing a garage wall, it will detect this and automatically shift to Reverse once the driver presses the brake pedal. This eliminates one more step for the drivers of the world’s most intelligent production cars.”

 

MODEL X

Long Range

Plaid

 

Deliveries April 2021.

 

CYBERTRUCK

“We’ve got [the] design fixed. We’re getting to…soon order the equipment necessary to make the Cybertruck work. We’re actually going to be using even bigger casting machines for the rear body of the Cybertruck because it’s a bigger vehicle and you’ve got a long truck bed that’s going to support a lot of load. So we’ll be using an 8,000-ton casting press for the rear body casting as opposed to the 6,000-ton for the Model Y.”

 

SEMI

Tesla confirmed its intentions to start production of the Semi in 2021: “Finally, we are excited to ramp the updated Model S and Model X, and deliver our first Tesla Semi by the end of the year.”  Elon Musk said that mass production of the Semi will begin when the company starts mass production of 4680 battery cells

VP Drew Baglino said that the setup for a 10GWh annual production rate is set in Fremont,

 

ROADSTER

Elon Musk says will be part rocket.

 

EARNINGS AND PROFIT

six quarters in a row in which Tesla has reported a profit.

$10.74 billion in revenue

Free cash flow of 1.9 billion in Q4

Q4 $400 million of ZEV credits to pad the bottom line

Q4 profit $270m

Potentially loss without ZEV credits

2020 ZEV credit is $1.58 billion

In the US it’s to GM, and FCA over 1 billion Euros to pool with Tesla to avoid CO2 fines

Tesla sitting on almost $20 billion in the bank

Annual growth at 50% (seems conservative). No clear guidance.

total revenue grew 46% year-over-year in the fourth quarter

For the full year of 2020, Tesla produced a total of 509,737 vehicles comprised of 454,932 Model 3 and Model Y, and 54,805 Model S and Model X.

Vehicle average selling price (ASP) also declined 11% YoY

 

SUPERCHARGERS

The Q4 was a truly exceptional quarter:

 

383 of new stations – 128% more than a year ago

3,840 of new individual connectors (stalls) – 166% more than a year ago

10.0 connectors (stalls) per station on average

 

ENERGY

“For the first time, our total battery deployments surpassed 3 GWh in a single year, which is an 83% increase compared to the prior year. This growth was driven mainly by the popularity of the Megapack, our utility scale storage product. Powerwall demand continues to increase as the residential business continues to grow. While we have made progress on production, we should see even further increases in supply in the next few months.

 

Our energy storage business continues to be supply-constrained as backlog remains strong. We are looking to increase capacity both on the manufacturing equipment side as well as supply chain side, to allow us to continue to grow at a similar pace again in 2021.”

 

SELF DRIVING SUBSCRIPTION (NOW OVERDUE)

Coming in a month or two.

 

Also from Elon Musk: “We’ve had some preliminary discussions about licensing Autopilot to other OEMs.”

 

Sources:

https://insideevs.com/news/481979/tesla-q4-2020-earnings-profit-big/?utm_source=RSS&utm_medium=referral&utm_campaign=RSS-all-articles

Tesla (TSLA) releases Q4 2020 results: record revenue of $10.7 billion but misses on earnings

Tesla releases Q4 FY 2020 $TSLA results: Record deliveries herald path to record profits

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-tsla-reports-impressive-q4-2020-earnings-results

https://insideevs.com/news/482512/tesla-model-s-refresh-reveal/?utm_source=RSS&utm_medium=referral&utm_campaign=RSS-all-articles

Tesla teases Model S Plaid with refreshed interior: New touchscreen, Roadster steering wheel, and more

https://insideevs.com/news/482494/tesla-superchargers-deployment-q4-2020/?utm_source=RSS&utm_medium=referral&utm_campaign=RSS-all-articles

https://www.tesmanian.com/blogs/tesmanian-blog/tesla-says-semi-deliveries-will-begin-in-2021

Tesla’s new steering wheel comes with Autopilot sensor-based drive modes, force touch buttons, and more

 

 

NEW QUESTION OF THE WEEK

What do you want to be able to do to, or with, your car from a mobile app or web dashboard? What are the basics and what are the nice-to-haves?

 

Send me your answer: hello@evnewsdaily.com

 

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Come and say hi on Facebook, LinkedIn or Twitter just search EV News Daily, have a wonderful day, I’ll catch you tomorrow and remember…there’s no such thing as a self-charging hybrid.

 

 

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