Titha kukhala tikuwona nthawi yofunika kwambiri m'mbiri yamagalimoto kuyambira pomwe Henry Ford adapanga mzere wopangira Model T zaka zana zapitazo.
Pali umboni wokulirapo wakuti chochitika cha sabata ino cha Tesla Investor Day chidzabweretsa nyengo yatsopano mumakampani amagalimoto.Pakati pawo, magalimoto amagetsi sali otsika mtengo kwambiri kuti azigwira ntchito ndi kusamalira kusiyana ndi magalimoto a mafuta ndi dizilo, komanso otsika mtengo kupanga.
Kutsatira Tesla Autonomy Day 2019, Battery Day 2020, AI Day I 2021 ndi AI Day II 2022, Investor Day ndiyo yaposachedwa kwambiri pamndandanda wazinthu zomwe zikuwonetsa ukadaulo wa Tesla womwe La akupanga ndi zomwe amabweretsa ku mapulani amtsogolo.m'tsogolo.
Monga Elon Musk adatsimikizira mu tweet masabata awiri apitawa, Tsiku la Investor lidzaperekedwa pakupanga ndi kukulitsa.Gawo laposachedwa la ntchito ya Tesla yofulumizitsa kusintha kwa magalimoto amagetsi.
Pakalipano pali magalimoto opitilira 1 biliyoni amafuta ndi dizilo padziko lapansi.Ndi mipope biliyoni imodzi yomwe imatulutsira mumpweya womwe timapuma tsiku lililonse.
Mipope yotulutsa mpweya wa mabiliyoni imatulutsa mpweya woipa wa carbon dioxide mumlengalenga wa Dziko Lapansi, umene umapangitsa kuti 20 peresenti ya mpweya wapadziko lonse utuluke padziko lonse lapansi.
Ngati anthu akufuna kuteteza khansa yomwe imayambitsa kuwonongeka kwa mpweya m'mizinda yathu, ngati tikufuna kuchepetsa vuto la nyengo ndikupanga dziko lapansi, tiyenera kuchotsa mabiliyoni ambiri a gasi ndi dizilo mumsewu wathu.Zichotseni msanga..
Chinthu choyamba chomveka chotsatira cholingachi ndikusiya kugulitsa mabokosi atsopano a poizoni, zomwe zingangowonjezera vutoli.
Mu 2022, magalimoto atsopano pafupifupi 80 miliyoni adzagulitsidwa padziko lonse lapansi.Pafupifupi 10 miliyoni aiwo ndi magalimoto amagetsi, zomwe zikutanthauza kuti mu 2022 padzakhala magalimoto enanso 70 miliyoni (pafupifupi 87%) oipitsa mafuta ndi dizilo padziko lapansi.
Avereji ya moyo wamagalimoto omwe amawotcha zinthu zakalezi ndi zaka zopitilira 10, zomwe zikutanthauza kuti magalimoto onse amafuta ndi dizilo omwe agulitsidwa mu 2022 aziipitsabe mizinda yathu ndi mapapo athu mu 2032.
Tikasiya mwamsanga kugulitsa magalimoto atsopano a petulo ndi dizilo, m’pamenenso mizinda yathu idzakhala ndi mpweya wabwino mwamsanga.
Zolinga zitatu zazikulu pakufulumizitsa gawo la mapampu oyipitsa awa ndi:
Tsiku la Investor liwonetsa momwe wopanga magalimoto akuluakulu padziko lonse lapansi akukonzekera kukwaniritsa cholinga chachitatu.
Elon Musk adalemba mu tweet yaposachedwa: "Master Plan 3, Njira yopita ku Tsogolo la Mphamvu Zokhazikika Padziko Lapansi idzawululidwa pa Marichi 1.Tsogolo lili lowala!
Patha zaka 17 kuchokera pamene Musk adavumbulutsira Tesla "master plan" yoyambirira, momwe adafotokozera njira zonse za kampaniyo kuti ayambe ndi magalimoto okwera mtengo, otsika kwambiri ndikupita ku magalimoto otsika mtengo, okwera mtengo.
Pakalipano, Tesla wachita ndondomekoyi mopanda pake, kuchoka ku magalimoto okwera mtengo komanso otsika kwambiri a masewera ndi magalimoto apamwamba (Roaster, Model S ndi X) kupita ku zitsanzo za Model 3 ndi Y zotsika mtengo komanso zapamwamba.
Gawo lotsatira lidzakhazikitsidwa pa nsanja ya m'badwo wachitatu wa Tesla, yomwe owunikira ambiri amakhulupirira kuti idzakwaniritsa cholinga cha Tesla cha $ 25,000.
Muzowonera zamalonda zaposachedwa, a Adam Jonas a Morgan Stanley adanenanso kuti COGS ya Tesla (mtengo wogulitsa) ndi $ 39,000 pagalimoto iliyonse.Izi zakhazikitsidwa pa nsanja yachiwiri ya Tesla.
Tsiku la Investor liwona momwe kupita patsogolo kwakukulu kwa Tesla kudzakankhira COGS pa nsanja ya m'badwo wachitatu wa Tesla mpaka $25,000.
Imodzi mwa mfundo zotsogola za Tesla pankhani yopanga ndi yakuti, "Zigawo zabwino kwambiri sizimagawo."Chilankhulo, chomwe nthawi zambiri chimatchedwa "kuchotsa" gawo kapena ndondomeko, zikusonyeza kuti Tesla amadziona ngati kampani ya mapulogalamu, osati wopanga.
Nzeru iyi imalowa m'chilichonse chomwe Tesla amachita, kuyambira kapangidwe kake kakang'ono mpaka kupereka mitundu yochepa chabe.Mosiyana ndi opanga magalimoto ambiri omwe amapereka mazana amitundu, iliyonse imapereka kusankha kodabwitsa.
Magulu otsatsa akuyenera kusintha masitayelo awo kuti apange "kusiyana" ndi USPs (Zogulitsa Zapadera), akuyenera kutsimikizira makasitomala kuti ngakhale mafuta awo amawotcha ndi zinthu zakale zazaka za 19th, amawonedwa ngati yomaliza, yayikulu kapena "kope lochepa". ”.
Ngakhale kuti madipatimenti azogulitsa zamagalimoto azikhalidwe amafunikira "zinthu" ndi "zosankha" zochulukirachulukira kuti agulitse ukadaulo wawo wazaka za m'ma 1900, zovuta zomwe zidayambitsa zidayambitsa zovuta zamadipatimenti opanga.
Mafakitole adakhala pang'onopang'ono komanso otupa chifukwa amafunikira kukonzanso mitundu ndi masitayelo atsopano.
Ngakhale makampani amtundu wamagalimoto akuchulukirachulukira, Tesla akuchita zosiyana, kuchepetsa magawo ndi njira ndikuwongolera chilichonse.Gwiritsani ntchito nthawi ndi ndalama pazogulitsa ndi kupanga, osati kutsatsa.
Ndicho chifukwa chake phindu la Tesla pa galimoto chaka chatha linali loposa $ 9,500, kasanu ndi katatu phindu la Toyota pa galimoto, yomwe inali pansi pa $ 1,300.
Izi wamba ntchito kuthetsa redundancy ndi zovuta mu katundu ndi kupanga kumabweretsa zopambana kupanga awiri kuti adzakhala anasonyeza pansi Investor.Kuponyedwa kumodzi ndi mawonekedwe a batri 4680.
Ambiri mwa magulu ankhondo a robot omwe mumawawona m'mafakitale amagalimoto akuwotcherera mazana a zidutswa kuti apange zomwe zimadziwika kuti "thupi loyera" lomwe ndi chimango chopanda kanthu cha galimoto isanayambe kujambula pamodzi ndi injini, kutumiza, ma axles., Kuyimitsidwa, mawilo, zitseko, mipando ndi china chirichonse chikugwirizana.
Kupanga thupi loyera kumafuna nthawi yambiri, malo ndi ndalama.Pazaka zingapo zapitazi, Tesla wasintha izi popanga makina opangira ma monolithic pogwiritsa ntchito makina opangira jakisoni wamkulu kwambiri padziko lonse lapansi.
Kuponyedwaku kunali kwakukulu kwambiri kotero kuti akatswiri opanga zinthu za Tesla anayenera kupanga zitsulo zatsopano za aluminiyamu zomwe zinapangitsa kuti aluminiyamu yosungunuka ilowe m'madera onse ovuta a nkhungu isanayambe kukhazikika.Kupambana kosinthika kwenikweni mu engineering.
Mutha kuwona Giga Press ikugwira ntchito pa Tesla's Giga Berlin Fly muvidiyoyi.Pa 1:05, mutha kuwona loboti ikutulutsa kuponya kumbuyo kwa Model Y pansi pa Giga Press.
Adam Jonas wa Morgan Stanley adati kuponya kwakukulu kwa Tesla kudapangitsa kuti zinthu zitatu zisinthe.
Morgan Stanley adati chomera cha Tesla ku Berlin pakadali pano chimatha kupanga magalimoto 90 pa ola, galimoto iliyonse imatenga maola 10 kuti ipange.Ndiko kuwirikiza katatu maola 30 zomwe zimatengera kupanga galimoto pafakitale ya Volkswagen's Zwickau.
Ndi mitundu yopapatiza yazinthu, Tesla Giga Presses imatha kupopera matupi athunthu tsiku lonse, tsiku lililonse, osafunikira kukonzanso mitundu yosiyanasiyana.Izi zikutanthauza kupulumutsa mtengo kwakukulu poyerekeza ndi omwe amapikisana nawo pamagalimoto azikhalidwe, omwe amaumirira kuvuta kwa kuwotcherera magawo mazana m'maola ambiri kuti apange magawo omwe Tesla amatha kupanga mumasekondi.
Tesla akamakulitsa mawonekedwe ake a monocoque panthawi yonse yopanga, mtengo wagalimoto udzatsika kwambiri.
Morgan Stanley adati kuponyedwa kolimba ndikukankhira kwa magalimoto otsika mtengo amagetsi, omwe, kuphatikiza ndi kupulumutsa ndalama kuchokera ku paketi ya batri ya Tesla ya 4680, zipangitsa kuti pakhale kusintha kwakukulu pamtengo wopangira magalimoto amagetsi.
Pali zifukwa ziwiri zazikulu zomwe batire yatsopano ya 4680 ikhoza kupulumutsa ndalama zowonjezera.Choyamba ndi kupanga maselo enieniwo.Batire ya Tesla 4680 imapangidwa pogwiritsa ntchito njira yatsopano yopangira zamzitini.
Kusungidwa kwachiwiri kwa mtengo kumachokera momwe batire paketi imasonkhanitsidwa ndikulumikizidwa ku thupi lalikulu.
Mu zitsanzo zam'mbuyomu, mabatire adayikidwa mkati mwa dongosolo.Paketi yatsopano ya batri ndi gawo la mapangidwewo.
Mipando yamagalimoto imangiriridwa molunjika ku batire kenako kukwezedwa kuti ilole kulowa pansi.Njira ina yatsopano yopangira Tesla.
Pa Tsiku la Battery la Tesla 2020, kupangidwa kwatsopano kwa mabatire a 4680 ndi kapangidwe ka block block kudalengezedwa.Tesla adanena panthawiyo kuti mapangidwe atsopano ndi kupanga zidzachepetsa mtengo wa batri pa kWh ndi 56% ndi mtengo wa ndalama pa kWh ndi 69%.GWh.
M'nkhani yaposachedwa, Adam Jonas adanena kuti Tesla's $ 3.6 biliyoni ndi kukulitsa kwa 100 GWh Nevada kumasonyeza kuti ili kale pa njira yopezera ndalama zomwe zinaneneratu zaka ziwiri zapitazo.
Tsiku la Investor Day lidzagwirizanitsa zochitika zonsezi pamodzi ndipo zingaphatikizepo zambiri za mtundu watsopano wotchipa.
M'tsogolomu, ndalama zogulira, kuyendetsa ndi kusamalira magalimoto amagetsi zidzachepetsedwa kwambiri, ndipo nthawi ya injini zoyaka mkati idzafika pamapeto.Nyengo yomwe imayenera kutha zaka zambiri zapitazo.
Tonse tiyenera kukhala okondwa ndi tsogolo lakuya la magalimoto otsika mtengo amagetsi opangidwa mochuluka.
Anthu anayamba kuwotcha malasha ochuluka panthawi ya kusintha kwa mafakitale koyamba m’zaka za m’ma 1800.Kubwera kwa magalimoto m’zaka za m’ma 1900, tinayamba kuwotcha mafuta ambiri a petulo ndi dizilo, ndipo kuyambira pamenepo mpweya wa m’mizinda yathu wakhala woipitsidwa.
Masiku ano palibe amene amakhala m’mizinda yokhala ndi mpweya wabwino.Palibe aliyense wa ife amene ankadziwa mmene zinalili.
Nsomba yomwe yathera moyo wake m'dziwe loipitsidwa imadwala komanso yosasangalala, koma imangokhulupirira kuti uwu ndi moyo.Kugwira nsomba kuchokera m'dziwe loipitsidwa ndikuyiyika mu dziwe la nsomba laukhondo ndikumverera kodabwitsa.Sanaganize kuti angamve bwino chonchi.
Nthawi ina posachedwa, galimoto yomaliza yamafuta idzayima komaliza.
Daniel Bleakley ndi wofufuza komanso woyimira za cleantech yemwe ali ndi mbiri yaukadaulo ndi bizinesi.Iye ali ndi chidwi kwambiri ndi magalimoto amagetsi, mphamvu zowonjezera, kupanga, ndi ndondomeko za anthu.