And what the exoskeleton approach will mean for the Cybertruck and new models in terms of cost savings is anyone’s guess, but I suspect savings will be substantial. However, Tesla has obviously made it thus far, and the Cybertruck is actually coming to market this year. The concept of an exoskeleton seems simple, but it is such a radical new approach that the manufacturing techniques must have been designed from the ground up. I can only imagine the sheer amount of challenges Tesla has been through in making the Cybertruck ready for manufacturing. Keeping the utopian idea of a one-part product in mind, here are my thoughts on these groups of parts: We have heard it so often from Elon that the best part is no part, but if you actually want a product to exist, you can’t remove all parts - you need at least one part anyway. To accomplish massive production scale of any product, extreme scalability is necessary, which means simplicity is of the essence, not only of the finished product, but every single component it consists of. At least until the Tesla Bot takes over the world….Įlon Musk has been very clear that the game from now on is scale - massive scale. The new vehicle platform is the real challenge in my opinion, and combined with AI, the real cash cow. The energy generation, storage, and AI energy arbitrage that Tesla excels in are inevitable, and in contrast, are simple tasks. I will be clear that the new vehicle platform is what I find most interesting.
I have to get this on record, because my head is about to explode.
There is so much speculation on what we are going to see, and I usually just read what others try to predict and then grab my popcorn and enjoy the live event, but this time I can’t help myself. I don’t think I have ever been more curious about a Tesla investor day as the one coming up March 1st.
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