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i think we should what do i do with my hands i don't know uh it depends are you a hand model uh you know his name is ricky styling gloves anyways uh it's ricky barry ricky bob so first up today monroe is definitely struggling to get into this structural pack but they dropped a new video and we definitely learned some interesting things monroe has blasted away the pink stuff on the structural pack with a dry ice blaster and sandy said taking this apart has been a miserable deal and obviously it's taking them a long time but for those worried about recycling don't be tesla is basically going to turn these battery packs into high grade ore they'll be put into a bath of liquid nitrogen it will freeze down and then it'll be ground up and pulverized into small parts and then they can separate and sort those elements piece by piece so it won't be hard for different recyclers to do this job in the future the bottom of the pack is aluminum and the upper part is steel the team is expecting either 816 or 828 cells in total in this pack they don't know yet for sure the first module they can see is 34 cells long by six across for 204 cells in total which would make 816 cells if all four modules were the same but sandy said there may be some extra cells hidden in this pack which is why 828 is still on the table on that note if you're new a few weeks back we got some inside information and we reported this each pack has 828 4680 cells in case you saw troy's screenshot a few weeks ago i'm being told there are no 4680 packs with that 690 figure so all of them currently have 828 cells that reporting became a bit of a thing in the community as troy teslik clearly seem to disagree saying it can't be 828 cells and he was fairly dogmatic about it now we're not home yet but hopefully we get the final number sometime within the next week or so the reason this number is important at all is because once we have it definitively then we can actually do some calculations and some math to learn more about the energy density and the pack size and all of those interesting things as you can see in the video right here there are some aside cooling mechanisms now the monroe team thought this pack was going to be bottom cooled but now they're not so sure at this point in the video it was clear to tell that the team was baffled by tesla's leaps of innovation and they're still trying to figure out what certain parts of this pack actually are again i'm dazzled by the the technology that tesla's cranked out on this this looks different again than anything we've ever seen i mean there's a lot of similarities it's got batteries and it's got connectors and contactors i should say and uh and bus bars but at the end of the day every time you look at something from tesla it looks like well this doesn't even come from the same company the only thing that's similar is like i say it's got batteries and separators and conductors and uh and bus bars but at the end of the day it's it seems like it seems like they they just they don't have a they don't have a limit on their capacity to invent one thing that's not talked about enough is tesla's ability to take risks not in a sense that will reduce safety so don't misunderstand me as that's always priority 1a but the way tesla employees are encouraged to try new things to cross collaborate with other departments in its agile manufacturing structure and to constantly be pushing the envelope and thinking of revolutionary new ways to do things most auto companies for years have settled into changing a few parts here or there every year but have worked from the same overall model of how to build cars slow piece by piece incremental change tesla is basically a nuclear bomb blowing up this entire strategy i don't use hyperbole often but it's tough to really articulate the engineering prowess and lead that tesla has and this mindset is foreign and possibly even unachievable in the legacy auto system and back to the four distinct modules in this structural pack rather than all of the cells being in one big brick the barriers in between may be a fiberglass like material which could be for thermal runaway mitigation sandy said this was cleverly done and thinks the chances of thermal issues with this pack may be less than the competition if you're drinking the same coffee month after month then what are you doing there are countless delicious coffees from independent roasters all over the globe to keep life interesting many of which can be found at trade coffee the sponsor of today's video trade is a personalized subscription service and trade will connect you with high quality roasters that are chosen because they use sustainable ethically sourced beans from all around the world you can take trades simple and quick quiz which is what both my wife and i did to get coffee matched to our preferences or you can browse curated coffee collections with over 450 coffees there's something for everyone this week ashley and i are trying red rooster coffee with dark chocolate notes and a sweet citrusy aftertaste honestly even the bag smelled excellent when we first got it we do have a chemex but today was a lazy day trade will deliver either whole beans or ground so no matter how you take your coffee trade has you covered trade can send you a new coffee every time or you can pick your favorites right now trade is offering new subscribers a total of thirty dollars off your first order plus free shipping when you go to drinktrade.com electrified that's more than 40 cups of coffee for free so get started at drinktrade.com electrified and let trade find a coffee that you'll love that's drinktrade.com electrified for thirty dollars off green only says in a recent update it seems to go into insane detail to improve range predictions even tire pressure is taken into account amongst many many other extra variables just added also takes into account energy loss to phone charging in 12 volt accessories air density battery heating and cooling etc so always great to see tesla improving for that range prediction figure and if you remember that prototype that chrome delete did where it was basically a doppler overlay so you could see real-time weather that would be a pretty sweet feature that hopefully tesla implements in the future we get a report from teslamag.de with an update on the berlin factory upgrades since this monday two days ago employees have been working in two shifts again and the next intermediate goal is to produce 1500 model y's per week previously the rate was 1 000 per week they're also saying production will be doubled from october tesla mag is saying one of the limiting factors to production at gigaberlin has been with the gigapress machines and that they're producing too much scrap material to the tune of sixty percent now the good news is after these upgrades now the scrap rate has been reduced to around ten percent on twitter tesla mag actually shared this picture that is seemingly a bunch of this scrap from the gigapress machine at a local scrapyard now i can't confirm if this is real or not but i think it was at least worth sharing now of course i would assume all of this will be recycled but either way that's a lot of scrap material that hopefully has seen a giant reduction with these new improvements they're saying at the beginning of august that's when tesla expects the next wave of new production workers and then at the beginning of october they're expecting to move to three shifts that can be planned for the first time at the factory albeit to start it will only be at eighty percent capacity at this level with three shifts giga berlin should then produce 600 model y per day initially though not on weekends or 3 000 units per week this would fit in well with what elon said on the q2 call that both berlin and austin are expected to hit that 5 000 unit per week run rate by the end of the year i saw two very impressive fsd beta maneuvers so have a look so if you stop it here ahead of time you can see that this person opens their door and the visualization also has that door open already and it's already starting to get out of the way and one more here that's actually pretty similar so notice he did not have his hands on the wheel this is why you always should luckily the beta reacted quicker than he did but always keep your hands on the wheel if you go back this was the frame where the car actually opened their door and just a split second later and it already showed that on the visualization and the car immediately started to react so i know most people aren't that excited about tesla energy just yet because it's still a pretty small portion of the business however this right here is a pretty significant breakthrough as it really changes the paradigm of how we're going to think about the grid moving forward neo in australia one of tesla's partners at the hornsdale battery reserve said this it's the world's first battery to deliver inertia services at scale into the grid outstanding collab between tesla and others we need to make sure we understand these inertia services so inertia in general is just that saying of an object in motion tends to stay in motion think of when you're riding a bicycle when you pedal you're moving and then when you stop pedaling you keep moving that's inertia in a nutshell here's a quick primer and an update on tesla's software for its energy division it has tailored its software specifically for energy products and it's currently operating in 50 different countries this common software platform that's collecting all of this data in continually learning that works for both the mega pack and the power wall also supports solar vehicle charging and non-tesla assets required for operating micro grids and utility scale power plants right from tesla tesla is the world's only major vertically integrated energy storage provider so real quick tesla's proprietary software auto bidder just think of real time energy trading and monetization of these energy assets you can configure operational strategies that maximize revenue based on business objectives and risk preferences when you hear about tesla's proprietary power hub just think advanced monitoring the system that's collecting all of the data tesla's micro grid controller is actually linked with that power hub monitoring system and it provides real-time control and intelligent load and solar forecasting tesla's opticaster software is a machine learning and optimization engine for tesla energy software it forecasts and optimizes energy in real time that brings us to the paradigm shift of tesla's virtual machine mode now before you understand this you need to understand how the grid works and the current system of inertia right now the electrical grid consists of hundreds of generators rotating in lockstep at 60 cycles per second in the united states this frequency basically measures the health of the grid now during normal operation the supply of power equals the demand for electricity so if there's a loss of one power plant the supply of power will of course drop however demand stays the same when this happens the generators slow they're spinning and then there are governors that get things revved back up it's actually the inertia that gives the system time to react while keeping the electricity on remember it's these generators that are creating this inertia across the entire system however as more renewables like wind and solar are added to the system these are variable generators unlike the traditional ones these use inverters instead of the traditional generators so when the traditional generators are turned off and replaced with these new forms we have less inertia in the system the good news is if you replace those generators with something with a faster response you don't need as much inertia in the system this is where tesla's mega packs come in these have incredibly rapid response times and software controls like we just talked about wind plants can actually respond 10 times faster than traditional generators and solar plants can actually be more than 50 times faster and this is actually already happening in real world systems now hopefully with a bit clearer understanding of inertia in the grid now and how it's being transformed tesla's virtual machine mode is actually designed to address these stability challenges by virtually emulating mechanical inertia mega packs are doing this with built-in inverters and they provide grid strength respond to added and rejected loads and maintain quality voltage at the point of interconnection at the hornsdale power reserve alone this can provide up to 3000 megawatt seconds of inertia by using the vmm roughly half of the state's entire inertia needs i know this is not the most exciting topic but i'm telling you the innovation happening on the tesla energy division specifically with its software is going to be a huge deal over the next two decades especially once the production limitations cease and tesla actually has enough batteries to start scaling its energy division and more and more of the world realize that hey this is actually a better and more financially viable solution than the current grid and check this out last year already the renewable energy market was valued at almost one trillion dollars we're still in the infancy stages so over the next two decades this is easily a multi-trillion dollar market that tesla is set to capitalize on and it's really not so much if it's more a matter of when and yes i'll be the first to tell you it may be closer to the back half of this decade once there's more battery supply but the time is coming it looks like lg energy solutions is planning new battery factories in europe this in response to increased demand in europe for cylindrical batteries and we know who uses those lg said it aims to expand joint ventures for pouch and cylindrical batteries for strategic customers and ev startups in north america and it's currently reviewing a 1.29 billion investment in a cylindrical cell plant in arizona and will issue a statement in the next three months worm capital an investment fund that invests in tesla as one of its core positions put out a new letter to its investors and of course they talk a lot about tesla just want to highlight a few things and i'm doing this because they were actually ahead of the curve on tesla they've been following them for a few years and they really understand the details and intricacies of what tesla is about for this letter they want to emphasize one thing they think wall street may miss tesla is in a class of one when it comes to manufacturing in fact we believe tesla is ushering in an advanced manufacturing renaissance that will drive production speed capacity and margins at an accelerated pace we also believe tesla will soon be generating extreme levels of cash flow i'm also going to steal their tagline here speed is cash for a product that has excessive demand the speed at which a factory can build and deliver goods to customers enables free cash flow to grow dramatically for what it's worth they walk through some basic math if tesla produces five million vehicles in the year 2024 which is a bit bullish at an average sale price of 50k that's 250 billion in revenue throw on a 20 net income margin that's 50 billion dollars in net income by the end of 2024.
projecting those earnings out they have a tesla stock price prediction for the year end 2024 of 3750. around a 4 trillion dollar market cap for me 5 million by 2024 is a little aggressive that would basically be 1.5 million from the three main factories and then another 500 000 from fremont i know fremont can do you know maybe 750 000 but those are just rough estimates to give you an idea porsche has been forced to do a recall for almost half of its tycon fleet at an inopportune time ahead of its upcoming ipo this is for a wire harness issue that could result in the seat belt pre-tensioner and the airbags being deactivated don't forget to check out trade coffee and keep your mornings interesting and take advantage of that discount
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