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How other industries see Tesla Motors

This what industry players are having a hard time seeing, how a startup focuses on vision instead of cash flow profit and the mundane.

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Elon Musk's Roadster

I caught my second glimpse of Elon’s Roadster at a car event where I saw the charging cord daisy chain here.

The latest wild swings in the Tesla news fueled by New Jersey’s infamous closing of its doors on allowing the company to sell directly, has had greater repercussions than anticipated. Our original $5B Gigafactory and how Tesla will disrupt more than carmakers article, written on March 4th on how disruptive its Gigafactory will be, has gained a lot of traction. Since then, the investment world seems to take Tesla Motors a little more seriously, even the articles on Seeking Alpha are becoming favorable to the company. We are happy to see the specialized press also acknowledging the potential Tesla is, not just as a cheerleader for electric cars, with GreenCarReports writing about how much more than a carmaker the company is. And yes, Panasonic is not the only battery maker wondering where this whole Gigafactory is going and what it means to their business model. I wrote a similar article on CarNewsCafe.

Tesla Motors is.. a lifestyle statement!

Tesla Motors really boils down to two fundamental trends. It is part of the answer many want to see, a different future than the one presented by most companies and what mainstream carmakers are satisfied with. It’s also about one entrepreneur’s vision of wanting a fun electric car to drive, Elon Musk. Doing only what an entrepreneur does best with a startup, it begins with a clean slate. It is extremely nimble and capable of tackling far greater changes than an established company. Tesla Motors has never been, will never be and can never be defined as a carmaker. It is much more than that with Superchargers, soon a battery factory, an indirect solar energy company, and much more. This is what traditional carmakers and investors were having a hard time understanding, the whole picture and how out of the box the Tesla business model is.

Tesla Awe

This is the day my gearhead friend finally saw the light with EVs

If we are blessed and cursed with ADD and always wanting more, this can be a great fuel for innovations, but it can also frighten companies focused on keeping a steady cash flow. Startups need to continuously innovate and at some point, they too become established companies, see Apple and Google, for example. Certain established companies rekindled their original drive and unique DNA, such as IBM going back to consulting, dropping manufacturing out of the equation. That is the only way for a startup to survive in the long run, leaving the rest to linger.

Tesla will continue to innovate, as long as it keeps focusing on what matters. What matters is what we all want, a change, a real change away from the mundane. Tesla answers this and will continue to disrupt more than carmakers, as we noted in our March 4th article.

Solar City and the challenges it faces

Solar City is one of the outlets where Tesla Motors can surprise us the next few years. The company made solar panels a household name, but it faces the entrepreneur’s dilemma, how to go forward and continue innovating.

Solar City is good at one thing, leasing photovoltaic (PV) panels with a promise to cut your electric bill by at least $25. Since then, it has done little more than that. Today, Solar City virtually sits on most rooftops, making it one of the biggest energy maker in the U.S. It will need to move beyond the leasing model, which really isn’t that economical for the long term. Solar City, through Elon Musk’s vision should be where the next Tesla Motors saga will reveal its next strategic move. The Gigafactory will use solar energy and should indirectly motivate Solar City to move beyond simply leasing. It could morph into an energy management company. This is what happened to Coulomb Technology as it spun off its manufacturing process to ChargePoint and got into the management aspects of the business, much like IBM. Solar City is the last company Elon Musk hasn’t reworked yet. It is fully poised to reap the benefits of its energy management before the government runs out of patience with it. With the Superchargers in place, this juggernaut has a complete portfolio for energy management.

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SpaceX reaches incredible milestone with Starlink program

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Credit: SpaceX

SpaceX reached an incredible milestone with its Starlink program with a launch last night, as the 3,000th satellite of the year was launched into low Earth orbit.

On Monday, SpaceX also achieved its 32nd flight with a single Falcon 9 rocket from NASA’s Kennedy Space Center.

The mission was Starlink 6-92, and it utilized the Falcon 9 B1067 for the 32nd time this year, the most-used Falcon booster. The flight delivered SpaceX’s 3000th Starlink satellite of the year, a massive achievement.

There were 29 Starlink satellites launched and deployed into LEO during this particular mission:

SpaceX has a current goal of certifying its Falcon boosters for 40 missions apiece, according to Spaceflight Now.

The flight was the 350th orbital launch from the nearby SLC-40, and the 3,000 satellites that have been successfully launched this year continue to contribute to the company’s goal of having 12,000 satellites contributing to global internet coverage.

There are over five million users of Starlink, the latest data shows.

Following the launch and stage separation, the Falcon 9 booster completed its mission with a perfect landing on the ‘Just Read the Instructions’ droneship.

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The mission was the 575th overall Falcon 9 launch, highlighting SpaceX’s operational tempo, which continues to be accelerated. The company averages two missions per week, and underscores CEO Elon Musk’s vision of a multi-planetary future, where reliable connectivity is crucial for remote work, education, and emergency response.

As Starlink expands and works toward that elusive and crucial 12,000 satellite goal, missions like 6-92 pave the way for innovations in telecommunications and enable more internet access to people across the globe.

With regulatory approvals in over 100 countries and millions of current subscribers, SpaceX continues to democratize space, proving that reusability is not just feasible, but it’s also revolutionary.

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Tesla expands new Full Self-Driving program in Europe

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Credit: Tesla Europe & Middle East/X

Tesla expanded its new Full Self-Driving program, which gives people the opportunity to experience the company’s suite, in Europe.

Tesla recently launched an opportunity for Europeans to experience Full Self-Driving, not in their personal vehicles, but through a new ride-along program that initially launched in Italy, France, and Germany back in late November.

People could experience it by booking a reservation with a local Tesla showroom, but timeslots quickly filled up, making it difficult to keep up with demand. Tesla expanded the program and offered some additional times, but it also had its sights set on getting the program out to new markets.

It finally achieved that on December 9, as it launched rides in Denmark and Switzerland, adding the fourth and fifth countries to the program.

Tesla confirmed the arrival of the program to Denmark and Switzerland on X:

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The program, while a major contributor to Tesla’s butts in seats strategy, is truly another way for the company to leverage its fans in an effort to work through the regulatory hurdles it is facing in Europe.

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Tesla has faced significant red tape in the region, and although it has tested the FSD suite and been able to launch this ride-along program, it is still having some tremendous issues convincing regulatory agencies to allow it to give it to customers.

CEO Elon Musk has worked with regulators, but admitted the process has been “insanely painful.”

The most recent development with FSD and its potential use in Europe dealt with the Dutch approval authority, known as the RDW.

Tesla says Europe could finally get FSD in 2026, and Dutch regulator RDW is key

Tesla said it believes some regulations are “outdated and rules-based,” which makes the suite ineligible for use in the European jurisdiction.

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The RDW is working with Tesla to gain approval sometime early next year, but there are no guarantees. However, Tesla’s angle with the ride-along program seems to be that if it can push consumers to experience it and have a positive time, it should be easier for it to gain its footing across Europe with regulatory agencies.

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Tesla ramps hiring for Roadster as latest unveiling approaches

Tesla published three new positions for the Roadster this week, relating to Battery Manufacturing, General Manufacturing, and Vision Engineering.

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Tesla Roadster at Tesla Battery Day 2020 Credit: @BLKMDL3 | Twitter

Tesla is ramping up hiring for positions related to the Roadster program, the company’s ultra-fast supercar that has been teased to potentially hover by CEO Elon Musk.

The company seems to be crossing off its last handful of things before it plans to unveil the vehicle on April Fool’s Day, just about four months away.

Tesla published three new positions for the Roadster this week, relating to Battery Manufacturing, General Manufacturing, and Vision Engineering. All three are located in Northern California, with two being at the Fremont Factory and the other at the company’s Engineering HQ in Palo Alto.

Technical Program Manager, Battery Manufacturing

Located in Fremont, this role specifically caters to the design of the Roadster to factory operations. It appears this role will mostly have to do with developing and engineering the Roadster’s battery pack and establishing the production processes for it:

“You will foster collaboration across design engineering, manufacturing, quality, facilities, and production to align with company priorities. Additionally, you will understand project opportunities, challenges, and dependencies; translate scattered information into concise, complete messages; and communicate them to every team member. As the business process development lead, you will develop, maintain, and implement tools and processes to accelerate battery manufacturing execution, achieve cross-functional alignment, and deliver highly efficient systems.”

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Manufacturing Engineer, Roadster

Also located in Fremont, this role also has to deal with the concept development and launch of battery manufacturing equipment. Tesla says:

“In this role, you will take large-scale manufacturing systems for new battery products and architectures from the early concept development stage through equipment launch, optimization, and handover to local operations teams.”

Manufacturing Vision Engineer, Battery Vision

This position is in Palo Alto at Tesla’s Engineering Headquarters, and requires the design and scale of advanced inspection and control systems to next-generation battery products:

“You’ll work on automation processes that directly improve battery performance, quality, and cost, collaborating with world-class engineers in a fast-paced, hands-on environment.”

Developing and deploying 2D and 3D vision and measurement systems from proof-of-concept to deployment on high-volume battery manufacturing lines is part of the job description.

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Roadster Unveiling

Tesla plans to unveil the Roadster on April 1, and although it was planned for late this year, it is nice to see the company put out a definitive date.

Musk said on the Joe Rogan Experience Podcast in late October:

“Whether it’s good or bad, it will be unforgettable. My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars. I think if Peter wants a flying car, he should be able to buy one…I think it has a shot at being the most memorable product unveil ever.”

Production should begin between 12 to 18 months after unveiling, so we could see it sometime in 2027.

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