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Tesla says ‘nearly half’ of the vehicles it produced in Q1 equipped LFP batteries
Tesla revealed in its Q1 2022 Shareholder Deck that “nearly half” of the cars it produced in the first quarter equipped LFP (lithium iron phosphate) battery cells that are free of nickel or cobalt.
“Diversification of battery chemistries is critical for long-term capacity growth, to better optimize our products for their various use cases and expand our supplier base,” Tesla said in the Q1 2022 Shareholder Deck release just after market close on Wednesday. “This is why nearly half of Tesla vehicles produced in Q1 were equipped with a lithium iron phosphate (LFP) battery, containing no nickel or cobalt. Currently, LFP batteries are used in most of our standard range vehicle products, as well as commercial energy storage applications. As a result of our energy efficient motors, a Model 3 with an LFP battery pack can still achieve a 267-mile EPA range.”
Tesla (TSLA) Q1 2022 earnings results: Another beat with 19% operating profit and margin
Tesla made it evident during the initial indications there would be battery material shortages that it would have to combat the issue by developing different cell chemistries. In August 2021, Tesla started offering LFP battery packs to customers in North America who had ordered Standard Range Model 3 trim configurations. Tesla had been using LFP battery cells in Asia and Europe for some time, while North American builds of the Model 3 SR+ utilized Nickel-Cobalt-Aluminum battery chemistries.
In total, the electric automaker delivered 310,048 vehicles in Q1.
To combat demand, Tesla offered North American customers these LFP packs. While they offer 253 miles of range, owners were able to take delivery of their vehicles sooner. Tesla communicated to customers:
“We are contacting you about your Model 3 Standard Range Plus, currently estimated for delivery near the end of the year. We’d like to offer you the opportunity to receive your car even sooner. Due to limited supply and strong customer demand, we are introducing the Model 3 Standard Range Plus battery pack, which we already released in Europe and Asia, to North America. This battery has a range of 253 miles (est).”
CEO Elon Musk later went on to explain that Tesla’s intent with the LFP back is the product experience between nickel and iron is “roughly equivalent.”
“I’d personally slightly opt for iron pack, as it wants to be charged to 100%, whereas nickel prefers ~90%,” Musk went on to say.
There is a 10-mile range difference between the two battery packs, but the fact that the LFP cells are best charged to 100% means that owners could frequently get their vehicles’ maximum range.
Tesla prices increase as raw material costs soar
Tesla performed several routine price increases during Q1, with a substantial hike on its entire lineup at the end of the quarter. The Model X Plaid climbed $12,500 during the most recent round, which was attributed to “inflation pressure,” according to Musk.
Prices for raw materials, especially nickel, soared as the War in Ukraine raged on. Nickel costs skyrocketed following a short squeeze on Nickel on the London Metals Exchange, which shot the cost of a metric ton of the metal up $70,000, from $30,000 to $100,000.
While Tesla did sign several nickel supply deals, including one with Talon Metals, it was forced to switch to the LFP packs to combat widespread raw material shortages and price spikes.
The Tesla Q1 2022 earnings call will begin at 4:30 p.m. CT / 5:30 p.m. PT.
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Tesla makes good on its Cybercab promise in just two weeks
Tesla Cybercab riders can now pull up a rear camera view and darken the screen.
Tesla has given Cybercab passengers a way to see what is behind them, along with a way to turn the cabin screen off entirely.
Riders in Austin can now bring up a live rearview camera feed on the Cybercab’s center display in the middle of a trip. Austin rider Ethan McKanna spotted the change late Friday night, posting from a ride that “You can now open the camera to view what’s behind you in Cybercab!” His photo shows a strip of rear camera video across the top of the screen, with another Cybercab following on a bridge. Sawyer Merritt shared the image Saturday and wrote that it “sounds like” there is also a new quiet mode that darkens the entire screen for riders who want to relax, sleep, or avoid a bright display at night.
The camera view goes beyond the rear feed. Tesla UI software engineer Evan, who posts as @CarCoder, replied to McKanna with a tip: “You can also tap it to see more cameras, and swipe it up or down to hide and show.” Until now, the Cybercab only showed its rear and repeater feeds on the “Please Exit Safely” screen at the end of a ride, so passengers could check for cyclists and traffic before opening a door.
Quiet mode surfaced a day earlier. Austin rider Jackson Blatz posted a video Friday morning of the new Robotaxi interface in a Cybercab with the option. Tesla has not published release notes for either feature.
The rear camera view moved quickly from request to release. Earlier this month, Cybercab rider Dan Burkland asked Tesla to let passengers pull up the rear and repeater cameras whenever they want, “especially for peace of mind.” Evan answered “In development,” as Teslarati reported at the time. About two weeks later, riders have it.
The feature fills a gap created by the Cybercab’s design. With no steering wheel, no pedals, no mirrors and no rear window, a passenger has no natural way to glance behind the car. The eight exterior cameras that feed Tesla’s autonomy software were already on board, so the change only required software.
There is also an AI angle to how it was built. Yun-Ta Tsai, a senior staff engineer on Tesla’s AI team, quoted Merritt’s post and wrote that the “(human) camera view tuning is optimized with Grok and implements part of the algorithm by directly programming the fixed-function hardware, so I don’t even need to check the datasheet.” Tsai did not say which part of the algorithm Grok handled. Grok already plays a bigger role inside the vehicle, with Grok Bot now enabled across every Cybercab and the Model Y Robotaxi fleet after Tesla brought the agent into its cars in September.
The two features join a busy week of changes for riders in Austin, which also brought a redesigned Live Activity for iPhone and Apple Watch and live trip sharing. They also arrive as Tesla prepares the Cybercab for life outside its own fleet. On the third quarter earnings call, Lars Moravy said the company is aiming to deliver Cybercabs to customers before the end of 2026. Tesla has not said whether the camera view and quiet mode will also come to its Model Y Robotaxis.
Elon Musk
Tesla shows what Roadster drivers will see on screen before thruster activation
Tesla’s Roadster video reveals a fighter jet inspired cockpit with a 5,500 PSI thruster gauge.
Tesla has given future owners their clearest look yet at the cockpit of its next generation Roadster. In a 34 second video posted to X on Friday afternoon, the company walked through the car’s touchscreen with a caption: “Inspired by fighter jet cockpits, Roadster’s interface was designed around the pilot.”
The clip opens on a black screen with red graphics and a 3D wireframe of the car, which sits beside the Roadster’s squared off yoke. Tapping parts of the model brings up controls for the rear wing, including low drag and high downforce positions, along with a charging page with a charge limit bar and a small music player. A row of tabs along the bottom reads Home, Vehicle, Listen, Climate and Navigate.
Most of the video is spent in Track Mode. The dashboard shows a live circuit map, a list of session lap times, brake and motor temperatures, and pressure and temperature readouts for each tire. A setup page lets the driver pick Auto, Low Drag, High Downforce or Custom aero modes, adjust aero balance and brake balance, and switch stability and traction control off. Along the bottom, a status bar reads “Thruster · 5,500 PSI” next to a “Boost Ready” indicator.
That gauge ties the software to the hardware Tesla showed off near Waco, Texas on October 15. The Thrust and Rocket versions use cold gas thrusters fed by carbon overwrapped pressure vessels, and Tesla lists 0 to 60 mph times of under 0.9 seconds and under 0.59 seconds for them, as Teslarati detailed in its breakdown of the three Roadster configurations. The base Performance car relies on a fan and ground sealing system for grip, and the aero settings on screen match the active wings and suction setup covered in our look at how the Roadster generates downforce.
The Roadster layout is a departure from the rest of Tesla’s lineup. Instead of a map centered screen, the Roadster puts the car itself at the center of the home page, and Tesla’s Roadster page lists two smaller forward displays alongside the main touchscreen. Tesla has not said whether any of the Track Mode telemetry will make its way to the Model 3 Performance or other vehicles.
The interface could still change before deliveries. Elon Musk said at the event that Roadster production will begin in 2028, and Tesla says the flagship Rocket version is not approved for public road use. Reservations are open with a $50,000 payment, while Thrust is listed as a limited release and Rocket is invite only.
Those who want to see the car in person will get their first chance this weekend. The Roadster goes on display in the lobby of the Petersen Automotive Museum in Los Angeles from October 24 to 27, according to Sawyer Merritt, the first time the public will be able to view it up close.
Elon Musk
Tesla reveals Optimus Academy, where robots teach themselves
Tesla has begun building production quality Optimus robots in Fremont and revealed its training plan.
Tesla has started building Optimus on the high volume line it set up inside its Fremont factory, and the company says the robots coming off it are the first that meet the bar for a real product. “The bots coming off this line are the first production-quality bots that we have manufactured,” Tesla wrote in its third quarter shareholder letter, adding that it has “proven that the current manufacturing process for Optimus is suitable for a commercial product.”
The line sits in space that built the Model S and Model X until this spring. Tesla cleared the old vehicle line in 46 days, as Teslarati reported in July, to make room for robot production sized for one million units a year. On Wednesday’s earnings call, Elon Musk said most of the equipment for that capacity is already in Fremont, with output set to climb toward roughly 20,000 robots a week as the line ramps.
Musk described the ramp as a classic S curve. “The growth of Optimus is an S curve, but the initial curve is a shallow slope,” he said. The team is now refining the robot’s AI, electromechanical design, reliability and service life, and Musk expects that work to be finished by the end of next year, when Tesla plans to start delivering Optimus to outside companies for dangerous, repetitive and around the clock jobs.
The most interesting part of the call was how Tesla plans to teach the robots. Its cars send real driving data back to the AI team from millions of vehicles, but Optimus has no fleet like that yet. “A big difference with Optimus versus the cars is we don’t have this vast fleet of cars from which we can gather training data,” Musk said. Tesla’s answer is an Optimus Academy, where 10,000 to 20,000 robots will practice a wide range of tasks and feed what they learn into the next version of the model. Every unit off the Fremont line becomes a source of that training data.
Smarter hardware is on the way too. Tesla plans to put its AI5 chip into Optimus next year, and Musk said a new Optimus video should arrive within one or two months showing the robot completing tasks driven by AI rather than preprogrammed motions. He took aim at rival humanoid demos that only run scripted routines, saying those would not hold up in the real world.
The supply chain is lining up behind the program. In September, Tesla certified Tuopu, Joyson and Sanhua as mass production partners for Optimus components. A far larger Optimus factory is also rising at Giga Texas, where drone footage from Joe Tegtmeyer showed the steel frame nearing completion, and Musk has pegged that plant’s long term target at 10 million robots a year.
Tesla executives also said Optimus production costs are trending toward the expected manufacturing cost of Cybercab, a sign the robot is being engineered for volume from the start. The hands remain the toughest piece of the design, a point Musk also made at the X Takeover event earlier this month, as Teslarati covered at the time, and that is where much of the current engineering effort is focused.