News
Tesla Cybertruck will equip 800v architecture for faster charging times, better margins
Tesla Cybertruck will equip an 800-volt architecture when it begins deliveries on November 30, an announcement that is still fresh from the company’s Earnings Call earlier this week.
For EV newbies, the 800-volt architecture may not be much of a head-turner. However, to those who have been following the industry at all, 800v architectures are the way of the future for the EV industry, especially as more electric cars are on the road, charging times continue to be a concern to some, and heavier all-electric cars are becoming more available throughout the various automakers.
On Wednesday, Tesla confirmed what many believed for a long time: the Cybertruck would equip an 800-volt architecture.
What are the strengths of an 800-volt architecture? It comes down to charging times, efficiency, margins, and weight, all things that are important to the company and its products, as well as its financial status.
Tesla Cybertruck and Semi are candidates for 800-volt architecture
From a macro standpoint, Tesla’s financials are still strong. But Musk and Co. were not shy about warning investors and analysts about the upcoming economic headwinds it would encounter.
It’s a market-wide issue and not just a Tesla issue. As Tesla plans to launch the Cybertruck, interest rates are high, discouraging consumers from wanting to finance anything. Additionally, Musk confirmed it may take 18 months for the Cybertruck to be a positive cash flow contributor to Tesla’s financials.
The 800-volt architecture will improve margins on the vehicle instead of other EV architectures that may have been considered. It said explicitly in its Q3 Shareholder Deck:
“For very heavy vehicles, a high voltage powertrain architecture brings notable cost savings, which is why Cybertruck will adopt an 800-volt architecture.”
From a cost perspective, 800-volt architectures are void of as much copper throughout the vehicle, which reduces weight. Weight reductions improve performance and range.
Earlier today, we reported on the Cybertruck VIN Decoder, which was released by the NHTSA. It revealed the Cybertruck has two weight classifications:
“…the vehicle’s gross weight has two classes: G, which would be between 8,001 and 9,000 pounds, and H, which is between 9,001 and 10,000 pounds.”
800-volt architectures have greater efficiency because they allow electricity to move from the battery to the wheels with a lower current. This ultimately reduces the amount of power that is lost to heat, and higher voltage – lower current architectures can move the same amount of power with thinner wires, which relates to the reduction in copper that was mentioned previously.
800-volt architectures are big for the future of EVs, even outside of Teslas. Tesla EVs are far from the first cars on the market to equip an 800-volt architecture, as the Porsche Taycan had an 800v build back in 2018 when the German company unveiled the specs for its introductory EV.
Faster charging is the biggest advantage, as they can handle greater outputs from Superchargers. The V4 Supercharger from Tesla, for example, has a 350 kW output, enabled by increased amperage and current ratings.
This will keep EV owners at the Superchargers for less time, making charging more efficient and allowing more people to access chargers by decreasing congestion.
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Elon Musk
Elon Musk reiterates Tesla Optimus’ most sci-fi potential yet
Musk shared his comments in a series of posts on social media platform X.
Elon Musk recently reiterated one of the most ambitious forecasts for Tesla’s humanoid robot, Optimus, stating it could become the first real-world example of a Von Neumann machine. He also noted once more that Optimus would be Tesla’s biggest product.
Musk shared his comments in a series of posts on social media platform X.
Optimus as a von Neumann machine
In response to a post on X that pondered on sci-fi timelines becoming real, Musk wrote that “Optimus will be the first Von Neumann machine, capable of building civilization by itself on any viable planet.” In a separate post, Musk wrote that Optimus will be Tesla’s “biggest product ever,” a phrase he has used in the past to describe the humanoid robot’s importance to the electric vehicle maker.
A Von Neumann machine is a class of theoretical self-replicating systems originally proposed in the mid-20th century by the mathematician John von Neumann. In his concept, von Neumann described machines that could travel to other worlds, use local materials to create copies of themselves, and carry out large-scale tasks without outside intervention.
Elon Musk’s broader plans
Considering Musk’s comments, it appears that Optimus would eventually be capable of performing complex work autonomously in environments beyond Earth. If Optimus could achieve such a feat, it could very well unlock humanity’s capability to explore locations beyond Earth. The idea of space exploration becomes more than feasible.
Elon Musk has discussed space-based AI compute, large-scale robotic production, and the role of SpaceX’s Starship in transporting hardware and materials to other planets. While Musk did not detail how Optimus would fit with SpaceX’s exploration activities, his Von Neumann machine comments suggest he is looking at Tesla’s robotics as part of a potential interplanetary ecosystem.
News
Tesla China January wholesale sales rise 9% year-on-year
Tesla reported January wholesale sales of 69,129 China-made vehicles, as per data released by the China Passenger Car Association.
Tesla China reported January wholesale sales of 69,129 Giga Shanghai-made vehicles, as per data released by the China Passenger Car Association (CPCA). The figure includes both domestic sales and exports from Gigafactory Shanghai.
The total represented a 9.32% increase from January last year but a 28.86% decline from December’s 97,171 units.
China EV market trends
The CPCA estimated that China’s passenger new energy vehicle wholesale volume reached about 900,000 units in January, up 1% year-on-year but down 42% from December. Demand has been pressured by the start-of-year slow season, a 5% additional purchase tax cost, and uncertainty around the transition of vehicle trade-in subsidies, as noted in a report from CNEV Post.
Market leader BYD sold 210,051 NEVs in January, down 30.11% year-on-year and 50.04% month-on-month, as per data released on February 1. Tesla China’s year-over-year growth then is quite interesting, as the company’s vehicles seem to be selling very well despite headwinds in the market.
Tesla China’s strategies
To counter weaker seasonal demand, Tesla China launched a low-interest financing program on January 6, offering up to seven-year terms on select produced vehicles. The move marked the first time an automaker offered financing of that length in the Chinese market.
Several rivals, including Xiaomi, Li Auto, XPeng, and NIO, later introduced similar incentives. Tesla China then further increased promotions on January 26 by reinstating insurance subsidies for the Model 3 sedan. The CPCA is expected to release Tesla’s China retail sales and export breakdown later this month.
News
Tesla’s Apple CarPlay ambitions are not dead, they’re still in the works
For what it’s worth, as a Tesla owner, I don’t particularly see the need for CarPlay, as I have found the in-car system that the company has developed to be superior. However, many people are in love with CarPlay simply because, when it’s in a car that is capable, it is really great.
Tesla’s Apple CarPlay ambitions appeared to be dead in the water after a large amount of speculation late last year that the company would add the user interface seemed to cool down after several weeks of reports.
However, it appears that CarPlay might make its way to Tesla vehicles after all, as a recent report seems to indicate that it is still being worked on by software teams for the company.
The real question is whether it is truly needed or if it is just a want by so many owners that Tesla is listening and deciding to proceed with its development.
Back in November, Bloomberg reported that Tesla was in the process of testing Apple CarPlay within its vehicles, which was a major development considering the company had resisted adopting UIs outside of its own for many years.
Nearly one-third of car buyers considered the lack of CarPlay as a deal-breaker when buying their cars, a study from McKinsey & Co. outlined. This could be a driving decision in Tesla’s inability to abandon the development of CarPlay in its vehicles, especially as it lost a major advantage that appealed to consumers last year: the $7,500 EV tax credit.
Tesla owners propose interesting theory about Apple CarPlay and EV tax credit
Although we saw little to no movement on it since the November speculation, Tesla is now reportedly in the process of still developing the user interface. Mark Gurman, a Bloomberg writer with a weekly newsletter, stated that CarPlay is “still in the works” at Tesla and that more concrete information will be available “soon” regarding its development.
While Tesla already has a very capable and widely accepted user interface, CarPlay would still be an advantage, considering many people have used it in their vehicles for years. Just like smartphones, many people get comfortable with an operating system or style and are resistant to using a new one. This could be a big reason for Tesla attempting to get it in their own cars.
Tesla gets updated “Apple CarPlay” hack that can work on new models
For what it’s worth, as a Tesla owner, I don’t particularly see the need for CarPlay, as I have found the in-car system that the company has developed to be superior. However, many people are in love with CarPlay simply because, when it’s in a car that is capable, it is really great.
It holds one distinct advantage over Tesla’s UI in my opinion, and that’s the ability to read and respond to text messages, which is something that is available within a Tesla, but is not as user-friendly.
With that being said, I would still give CarPlay a shot in my Tesla. I didn’t particularly enjoy it in my Bronco Sport, but that was because Ford’s software was a bit laggy with it. If it were as smooth as Tesla’s UI, which I think it would be, it could be a really great addition to the vehicle.
Elon Musk reiterates Tesla Optimus’ most sci-fi potential yet
Tesla China January wholesale sales rise 9% year-on-year
