Praying for Shanna's continued improvement and complete resolution of her health challenge, as well as all blessings for you and your boys. Keep up the good work. :)
Hi Sam, great to hear your wife’s treatments are working. It’s so impressive what you’ve accomplished, finding an effective treatment, funding on UA-cam and relocating your family. WOW! I’d LOVE to see a “skateboard tour” of Bangkok if you can do it safely! Keep up the good work, your videos are awesome.
I talked to a man that is a retired GM manager. I was complaining about there are some things that fail commonly. When one certain thing fails all the time why not redesign it and fix it. He said they made contracts with suppliers and the union and it was next to impossible to change a design before the contract runs out. They would rather pay warranty claims and damage customer experience than change a design early.
There is of course the "one horse shay" phenomenon. Its a poem by Oliver Wendall Holmes that's a bit difficult to read due to the early English he used. To summarize, (yes, spoiler ahead), The Deacon of the local church was upset at having to take his carriage in for repairs every time something broke so he commissioned the best craftsmen to use only the highest grade materials to construct a new one. It was "The Deacon's Masterpiece". It is a humorous anecdote to the idea of having every part of a structure be the best material and craftsmanship so no parts break before any other. 100 years to the day after the carriage was built, it collapsed in a heap of dust leaving the then Deacon and his wife sitting in the road.
All these fed up big legacy have only man-ager stealing bonuses for impressing and cheating analysts with faked good quarterly results and these stupid know nothing better than their Excel-sheets. They had 100 years to learn how and on cost of people and tier one to three suppliers in the background who also start their own car businesses to end consumers. However legacy is an old lady with too much cosmetics on. Tesla only learns instantly and with TeslaOne they are just not to beat. Like Daniel said they have no high vertical integration to do so and change things fast enough in legacy and the workers unions like mafia kills them as they are only looking for themselves and NOT the workers that can get more in the Tesla universe or must look for a different task in life because stupid routines are soon done by Teslas Robots as machines making machines 24/7 with the utmost of precision. So better get your kids the best education for tasks and jobs they also fill with their core competencies otherwise they are lost in transition or become cannon fodder! If you look the black clouds everywhere!🤒 Think if people realize what goes really on at Tesla and at which pace they forget about EV and cars… The shares will skyrocket for those who understand it’s today the only sound long term investment besides weapons and pharmaceuticals.😂
I cannot recall any other company that discloses its plans and practices to the degree that Tesla does. For analysts to be ignorant of what they are doing and planning requires an act of will - simply refusing to avail themselves of a wealth of information. I mean they don't even need to read research reports - just log onto UA-cam and start watching, and yet they are always making mistakes, missing developments, and repeating falsehoods. Thank you Sam for doing this. It is fascinating.
Hay Sam, all that remains to be seen is if Tesla use the extra density to increase range or to reduce battery pack size and keep range about the same. Personally I think that smaller packs serve their mission best - making the cars cheaper and getting them out there to more people. This can only work if they keep building out the Supercharging network, which also fits with their mission.
Totally agree! Smaller battery gives you a cheaper car, a lighter car, and thus both a faster and more efficient car! As long as you always reach the next charger there's no problem with the smallest battery! But still some people insist on driving on their daily commute with a gigantic battery that is expensive, and is reducing performance and efficiency! It really is just as stupid as driving to work every day with 200 gallons of fuel in the tank, just in case you might need the range...
I'm for this but only after all their cars hit 300 miles to a charge, under that is to little and less than the average ICE. Really I'd like to see it like the model S at 400 but that might be asking to much.
While the precise chemistry of the new batteries isn’t known, the new M3P battery is an improved version of the LFP chemistry where the iron (F) is replaced with a mix of magnesium, zinc, and aluminium. So the MP3 is still a lithium phosphate battery
@Terje Foss I used to play with Magnesium in fires as a child. It burns like nothing else! I would think twice before putting it into batteries. If it catches fire, it will be very impressive!
Hi Sam, what are your thoughts on the Amprius battery? energy density of 500, now proven and tested and going in to production. 0-80% charge in under 6 mins! Sandy Munro was blown away by it in his video. This brings 500 miles plus in to a standard battery. Scaling up quickly is their only problem it seems.
Zeekr 001 is using the Qilin arquitecture with a ternary lithium battery , M3P is LFMP battery that can also be used with the Qilin arquitecture. Nio is using a semi solid state battery
While it's obvious Tesla would have tested these extensively and determined they're in line with their standards.. what's the real specs on these batteries? Longevity? Charge speed? Degradation over time? You know.. the important shit to an owner. Beyond just the cost savings.. I don't need cost savings if it means shittier life span or reliability.
Great to hear about your wife's improvement! You are an amazing partner, and you deserve all the praise coming your way! Remember to take care of yourself as well though! If not right now, then when things are more calm again. This channel and it's followers will respect your decision to take some time off, once everything is better, in order for you and your family to recharge and mentally and physically get back to "normal" ❤ And this was also a great video btw! 😅😉
Thanks Sam. Love your content. I have talked to several people I know who try and follow EV's and the production of them. Every time I talk to them they are surprised at what I tell them and they have a hard time believing me. Then they go do some research and come back to tell me "You're right. How did you know?" I told them all to subscribe to your channel. I suspect many others are doing the same.
It was pretty obvious some years ago that LFP is a better option than Ternary cells. But everyone has to do the same thing so LFP got ignored. M3P solves the performance gap but maintains the safety of LFP. It’s not just that Tesla moves fast. The others don’t move at all.
I remember pretty well that the consensus in the industry was that LFP would be ideal for automotive applications, but Musk needed to be pigheaded and put NCA cells in his cars. He actually made derogatory remarks about LFP at the time. No performance from that inferior chemistry. And everybody followed Tesla down the wrong path only to come back a few years later......
@@hvh377 Times change and Tesla changes with them, usually ahead of them. You may be keeping some kind of OC score about corporate decisions in the past, but really, what in the heck does it matter? That was then, this is now.
@@SkyRiver1 Tell that to the fanboys every time they claim Tesla invented this or that or say Tesla is the best at everything. Let's have some sense of reality about the brand. Tesla isn't that special. They just had the right product out at the right time and it is a big success. It actually took them 2 tries to do it as well, because the model 3 clearly was not the right product. The rest of the automakers already knew that, because they all were making crossover SUV versions of their small sedan models long before Tesla did Let's see if Tesla can make another successful model.
ua-cam.com/video/NWvI1daNils/v-deo.html for abc news item on fire risk…we should all just buy the safer LFP for safety of our family, our neighbours, community and emergency workers. I’d even suggest Fed Gov considers ban, extra tariff or no incentives on lithium ion cars when there is a known safer option. If people want the extra power or range not getting LFP then maybe they should have to pay into an compensation fund the Fed Gov tariff could invest those funds in to help cover costs of EV fire response and recovery plus medical expenses if anyone is hurt.
This is pretty awesome. It will give Tesla more wiggle room to reduce prices while continuing to retain healthy profits, all the while increasing range on existing models. They never keep still.
You are aware that these cells are available to every EV manufacturer on the planet? Anyone can buy these from CATL; just as Tesla is buying them from CATL?
@@hvh377 you believe there is an endless supply of these? If Tesla has first crack at em.. whether it be some existing agreement or cooperation between the two.. there will not be enough for some time, for anyone else to make any significant amount with them. Could keep Tesla years ahead of their 'competition' for another half a decade. And as he mentioned.. by the time slow legacy makers pivot to copy.. Tesla has moved on to the next newer, better, cheaper tech. None of them will catch Tesla unless and until they change their ENTIRE corporate and production foundation to be agile like Tesla.
@@hvh377 It is easy to make such empty claims, but how many out of all the manufacturers on the planet actually have a deal with CATL? Another interesting question would be how long would it take for a company with no deal with CATL to make a deal, build a battery factory, and then scale production? Still one has to consider... how many automakers have the scale, or are actually using Tesla's new manufacturing techniques to cut costs beyond the battery pack? Because Tesla cars are very efficient and that's why there are plenty of cars with bigger batteries that are still losing to them in terms of range. And that's why Tesla can make EVs profitably. A claim can appear to make sense at first glance, but you should study what it will take to implement it. I'd say Tesla and a few Chinese companies that are already contracted with CATL have about at least a 2 to 3-year advantage compared to the others.
Thanks Sam, I saw a video from Sandy Munroe, who said he looked at earlier Tesla models and found some issues with them that he made Tesla aware of. In literally a few months, they had listened to his advice, made the changes on all future models. Sandy said this was incredible, he left Ford after trying to get some production changes, that didn't happen for over 5 years. Learning from expert critical advice, adopting or developing new technology quickly and having the most efficient production systems means you stay ahead of the competition and is surely the mark of a very great company.
@Ziplokk Not really! It has now become a Tesla thing. Wouldn't have happened witout Elon. But it will hang on quite a while even without him. If we don't watch out, it might even spread!
OK, this new CATL M3P battery is midway between LFP and ternary chemistries in terms of energy density. How about cycle life and cold weather performance? How about cost? Is this a real win, or is it just an alternative battery choice? This video is the first to report better performance than ternary chemistries. That remains to be seen.
Thanks Sam. Would love to see visuals of your surrounds - might need to remind viewers that accommodation in Thailand is much cheaper than in western countries or people will think you’re living in luxury at others’ expense! Happy if you use local visuals while you talk your usual EV/battery stuff as generally what you say is more valuable than the visuals (unless it’s about a new release vehicle). Keep up the great work and may you all be healthy!!
@@jonahbert111 I don't understand people saying such things, you could put an lead-acid or the same stuff that is in standard flashlight batteries inside the can. The can does not care. Which of-course in the future if Tesla comes up with a super battery chemistry they can put that in too.
@@jonahbert111 and some people care to be intelligent and accurate. Clearly you do not if you insist that x and y are the same things, when they are not.
@@earlpottinger671 Yes, that is the whole point. As chemistry improves, what goes in the can improves. The can is designed to be easier to produce because it is bigger, and it is strong enough to be part of a structural platform, compared to the smaller cans. It was never meant to signify a certain chemistry.
Hey Sam it was great to see you in person in Sydney. I hope your wife is doing well. Would be great if you can do a tour of where you stay and highlight the EVs they they drive locally and its infrastructures to support the growth.
Now that the patents they had been stealing for the past decade have expired they officially can. But should they be allowed to have such market access?
Would love to see your surroundings but more so Melbourne when you guys are all home safe!! I reckon you could establish a great UA-cam presence just touring where you live. Our family visited there about 20 years ago- and we’ve travelled quite widely- Australia and Melbourne are epic, very special.
Sam, although I was distracted in watching this video, I think the video isn’t clear on a few things: M3P is CATL’s structural batter pack? Why is M3P so much better than existing battery systems? You mentioned it has higher energy density, how did they achieve this? Is it different chemistry? Better manufacturing/engineering? Regardless Sam, thanks for the video.
I'm new to this guy's videos. I would only critique that there was much more fluffing and speculation going on, than any actual info. I'm sure he does well enough, but I prefer a deeper dive into tech, not just "holy sheepsh** this new tech is super awesome!" Maybe that's not what his audience is into though.
I agree with your estimate on the viability of solid-state batteries in the near term. So it is best to work with improving what we have and what works now. An improved battery pack that can be offered in the next few months is a winner.
Was exhibitor at the E-XPO in Salzburg and looked also at the small car show with local car dealers. Approaching the Toyota booth, I searched in UA-cam on my smartphone, “Electric Viking Toyota”. “What is Your opinion about this disaster”? Seems they have no idea, what is going on. Best joke was the Smart SUV for 46.000 €, because Tesla showed a Y for only 43.000 €. Seems EU car industry thought big price increases are a good idea. They are completely unprepared for a price battle.
Just so that you know (if you didn't already and are, in fact, interested), because Viking didn't mention it: it's a step up in energy density compared to _LFP_ chemistry. LFP is not the most energy dense type of Li-ion battery chemistry (to say the least), but M3P (LMFP) is supposed to combine the benefits of LFP with improved energy density. I don't think this chemistry is bringing energy densities close to NCA territory. So don't expect any range records or performance records to be broken with this chemistry.
@@jordanbrown7403 I'm ot sure if you're joking or not? I'm guessing it's a joke 😃. I can charge my car on my own drive, if fact it's charging right now and the electricity for it is coming from an offshore windfarm 10 miles away. I can't fill any car with hydrogen on my drive and neither can anyone else, nor am I aware of any hydrogen filling stations anywhere nearby. BEVs are here now, hydrogen is decades away, assuming that anyone can make affordable green hydrogen in the quantities necessary anyway.
@@hishamg And hydrogen is far far less efficient overall. It adds complexity too, which is just stupid for cars, but may be a good thing for mass energy storage.
Also Zeekr 001 is using the Qilin arquitecture with a ternary lithium battery, is not the same as the M3P battery. Nio is using a semi solid state battery with higher energy density and poor cycles, but cycles is not a problem if you swap the batteries
Time will tell? The actual numbers vary by business school, but there are some general historical statistics on market share and the number of big global players in mature markets of many different types. There is usually room for about eight players. The leader’s market share % goes down the line in reducing percentages as does the net profit margins, until the margin is insufficient for long term survival. The market leader tends to set the prices and their market share often settles very roughly around the 30% mark. The EV market is still immature so the degree of market dominance might be expected to reduce in time. This is to be anticipated, and in the Tesla case should not be touted as a negative. Tesla’s and BYD’s agility is a strategic competitive edge that the legacy auto makers will need to learn from in order to survive. EV consumers who intend to buy and use their vehicle over a long period, need to think very carefully about purchasing from a likely long term survivor, who can service their vehicle, say 10 years out.
Hi Sam. One thing I think we should also be looking at is are these new batteries part of the structure of the car which could make it very expensive or impossible to replace. Is the cost of construction of the car overriding maintenance issues. With less moving parts the car could last much longer than we are used to and battery replacement becomes more important. Best wishes to your wife
I would enjoy seeing a short tour of your current area. I spent a year in SE Asia in 68 and 69 and I’m sure it’s changed dramatically for the better over the years. Thanks, hope your family is doing well and always look forward to your informative videos.
I lived in Bangkok for a few months in 2008. Not my favorite city in Thailand, but great for Shopping and Dining Out. I used to stay near Dung Muang Airport and work from an Internet Cafe nearby. I'm interested to see how the City has evolved in the last 15 years.
Legacy car companies fight internally, vehemently and incessantly. All big established companies suffer from that. Employees are terrified, execs are in total war with one another to get promoted. There is little interest in how the company is doing. I know that for a fact out of personal experience.
More efficient and reliable chemical batteries is probably a good thing on its own. Global competition eliminating poor performers and concentrating power has its issues. But chemical batteries are limited to about 10 electron Volts (eV) per bond. Whereas "atomic fuels" will have 1000 (KeV) and a million (MeV) per bond. There are groups working on safe, reliable, efficient and workable "atomic fuels" and "atomic batteries". For the Internet, I distinguish between "atomic electron energy states" for methods like beta decay and electron captures and high voltage nano devices. And the older fission "nuclear methods. A lot is changing. The biggest advances for atomic and nuclear fuels might well be in hypersonic flight, airlines, trucks and rail, earth to orbit, and solar system transportation. At 1 KeV per bond, an "atomic fuel" for the SpaceX Starship would reduce the mass to orbit or mass to moon costs significantly. A hundredth fuel mass means more mass to orbit. The fusion rockets might find testing easier on the Moon or in orbit. Less noise. Richard Collins, The Internet Foundation
Yeah would love to see a tour video in Thailand and maybe one on your wife's daily process through everything that is going on. Keep up the good work and fighting the good fight my friend.
Is a structural battery really a good idea? Where would it go? What are the implications for damage during collisions? Would the cost of repair/replacement be an issue? Would be interested on your opinions on this.
I'll bite. Modern cars are made to absorb medium and large collisions with crumble zones. It's essential for Tesla's safety score (which is better than any other car). So at a medium collision that might injure or kill passengers the cars can't be repaired, but the risk is significantly reduced. As for the structural pack, it's under the passengers and if damaged the crumble zones are already compressed ei the car is totalled. (as a non expert)
@@lystfiskerlars thanks for this. Guess I have a lot to learn. Sounds complex. Sounds like the design needs to consider crumple zones, and presumably accessibility otherwise faulty batteries can't be swapped out, plus where structural integrity can be enhanced by the batteries and so on. Will be cool to see the solutions they find.
@@johnagapito5326 from the teardown that sandy monroe did it is clear that the cells can not be swapped/replaced. The cells have to be very high quality- not even sure they can depower part of a pack so if a cell shorts it might be really bad for the pack. If it just goes to high resistance it might be alright. They do have a crazy amount of battery data though so they can make some good estimates. But yeah it will be interesting to see.
I have wondered about this as well, if something goes wrong with the battery or it dies, how easy is it to replace or upgrade? Obviously it doesn’t need to be as easy as a Nio, but I thought it was replaceable? I’m aware that a few old Leafs have had new batteries installed, which has extended the life of the car.
A recent online story I saw said any damage to the battery housing, because its structural, often causes the car to be written off by the insurance industry. Perhaps Sam could clarify?
Range / Price are not the primary problem of Tesla. There are basically 2 things that manufacturers can compete on 1. Service quality, Tesla has too few service centers, with that long wait times and distance from customer. The other thing is interior quality, if Tesla used the model S interior on all of their cars along with better service quality - there would be no competition, it's as simple as that. I think the best example is Hyundai ioniq 5 / 6 vs Tesla Model 3 / Y. If Tesla had comparable features and appearance in the interior, the would not be an objective argument for buying an Ioniq. There would only be subjective arguments about looks / suspension tuning, but Tesla would be offering a better product at a lower price. I think most buyers would opt with Tesla. I am genuinely surprised that Tesla has not implemented the Model S / X interior in 3 / Y, it wouldn't make the car cost that much more or reduce profits that significantly, yet it would eliminate almost all market share for the competition. It would severely damage the chances of legacy automakers entering the EV market, it almost seems as if Tesla is intentionally leaving the door open. Japanese manufacturers in particular would probably lose significant market share in particular because they would not have a compelling product at anything above 35K, leaving them with only the low margin economy cars, which will probably struggle against Chinese cars.
Their competition is not other EVs. It’s ICE cars and trucks that are polluting our air with toxic fumes and stress causing noise pollution. Every car without a tailpipe is replacing a polluter. ⚡️🌎
The price of lithium dropping 50% is a bit of a red herring, since the price is still up over 700% since 2011. Still very expensive due to overall demand, but the recent run up and crash in value had more to do with panic buying, and then a following market adjustment. New processing capacity will have much more effect on prices if it can come online faster than demands.
@@aprapet7218 Exactly, that’s why it’s a red herring. Still expensive, but not impossibly so as manufacturing methods and economies of scale have lowered costs. The cost will continue to drop, including when the price of lithium goes down.
Part of the price increase is adjusting to market disruption. This paradigm shift spurs investments in facilities, equipment, and new talents. It is better to find ways for lithium to perform better at the same quantity and fetch a higher price or demand consistency.
New lithium mining methods (like seawater extraction et al.) will be needed to get China out of the dominant position. Also, China will likely make a move on Taiwan while they still can, which will lead to problems obtaining lithium when the inevitable retaliatory sanctions kick in. Let's hope they're not that dumb.
I'll believe it when I see it. The 4680 was meant to be lighter and more powerful. The 4680 model y is the same weight as 2170 and charges slower. So I'll wait til it's proven
Maybe what I heard was wrong, but M3P are only 15% (max) energy density better than their old LFP battery and are still below current turnery batteries
Combined with thier announced "rare earth metal free" motor that will be cheaper and deliver similar power. Tesla leading the pack still in EV innovation.
how is the fire resilience of this battery. Have seen many video's of fires with electric vehicles ,mostly BYD models. Are these batteries different? What About towing capacity?
And to start to overcome the weight problem with most EVs as far as handling and performance is concerned. I personally could easily live with a 2OO mile range car if it had the weight of a ICE sedan and the power of a Kronnegsig, and the cost of a Model 3.
You have to realise that a lot of people do not like Teslas, yes the numbers may be best in class, but many Europeans like their BMWs, Audis, VWs, Porsches etc, so "Game over", no, all to play for. Kia and Hyundai make some superb cars, Ford are making progress, MG at the lower end are doing very well, and the Chinese will not give in without a fight. Competition is good.
@fenrirgg nether was tesla for some 10 years. The Chinese EV makers are going to chew into Tesla market share, what with Teslas dates cars, poor service and awful build quality.
Tesla may decide to offer smaller battery packs so as to reduce weight and increase efficiency ie same range, less weight with a cheaper sticker price. Not everything is about range, you also have to consider efficiency and weight. Also M3P batteries just got some very big competition from Amprius Technlogies, their battery that has gone into production in the USA is already double the energy density of anything coming out of China.
You can be 100% sure Tesla knew this was coming. Further price cuts on the way. Tesla will destroy legacy automakers way faster than anyone is predicting. Other than Sam of course!!
Never going to buy a Tesla M3 before HW4 is there, just don't want a crippled car without a radar sensor. (and yes might work fine without in California/Texas, but not here in Northern Europe, where it's often crazy foggy at night / snow / raining a lot) where "vision" just isn't good enough. (my opinion, after having driven with radar sensors the last 6-7 years), nothing against Tesla, I'm super excited for HW4, with the new high def radar they are adding. All the self-driving features just isn't there most places outside the US, so it's not a specially big selling point, but nice driving assists with radar would be really welcome.
Hi Sam, I hope your day is going well with your wife is doing better. Say I just thought I would mention the fact that Monroe and Corey of Monroe and associates have pointed out that they believe that Tesla is actually making over 20% profit right now on their cars even with a price reduction.😮😅
Nice. You forgot to mention though that its chinese competitor offer much lower prices. This means in the lower end of the market Tesla is not competing yet. A sub 15k USD car is still very far off. But demand for such cars is high in China, India, Africa etc. Let's see how it plays out. Interesting times!
Toyoto has done extensive market research and the big picture shows that populations that are not in the West that need cars simply do not have the infrastructure to adapt to electric cars and it is hard enough to supply electricity even to thousands that do not have it. Plans to solve the problem are not on the short list so it could take years. It is a case of hybrid if possible in the city and gas once you leave it. In short they see no advantage of going all electric too soon. The Electric makers are like the early makers of the first gasoline engine cars. Too many, too underfunded and nothing to distinguish them as special. i would not be surprised in Toyoto ends up with a very good balance sheet for as much as 10 years. As for the West no matter what the brand a new gas powered car will have near zero resale value in as short as 5 years.
Nothing to distinguish them as special? LoL! Try driving a Tesla. Let us know how the instant torque compares to your lunchy ICE. Are you trying to tell us that Toyota is playing twelve dimensional chess here? Good one. Note the spelling of "Toyota".
Wuling Mini and a few solar panels solves that problem. It's also available today at less than US$8 K and is affordable by most. Looks like Toyota is pulling your leg.
In 1921, Ford had 65% share of the US car sales market. 65%. People might have reasonably thought it was ‘game over’ back then too, and yet, here we are today…
I’ll tell you what Tesla will have to watch - U.K. insurance has had a wobble on Tesla Cars as cars are being written off due to light damage but the pack has taken a hit. They say you can’t replace or repair the model Y packs as it’s part of the Car. Quotes have went through the roof.
A video of where you are staying would be good. I have never been to Thailand or Australia. Love your videos... Sam, WILL THIS CHANGE EVERYTHING (LOL). Will this be Game over? Just teasing my friend.
I'd be careful about assuming range or cost advantages making it to the consumer rather than allow smaller batteries and lower cost to Tesla and more margin that hey can then potentially lean into by lowering prices, if needed.
Do you remember how many times you announced the next great breakthrough for solid state batteries last year? Every time saying how it would change the EV market completely? And now you're saying solid state batteries are irrelevant for the EV market for the next 8 years? What has changed since.... say.... November 2022?
It would be great if Tesla would be able to create vehicles that can swap their vehicle's battery packs with new updated tech battery packs when they become available. Now that would be game changing!
Thanks for post. MP3 sounds like an industry change, not just Tesla-only. While you expect Tesla to be faster adapters than the competition, I doubt the others will hold off.
Is it the electric battery and motors that make Tesla so profitable or is it the manufacturing techniques that make it so profitable? I can easily imagine ICE cars assembled vertically and being just as profitable as EVs It's the assembly process and NOT the electrical components that allow this. ICE has had 100+ years to get fat, dumb, and happy, only to go bankrupt over better ways to assemble the car.
it’s also that they’re not having to split profits with Dealers who take billions of profit that otherwise would stay with the manufacturers. The new age of selling automobiles is here and the old model no longer works.
@@hvh377 From what I've gleamed, the traditional ICE dealership makes little selling the car - it's the stream of repairs/maintenance/upgrades/recalls for the next 10 years that is where the money is. EVs have little of that, so the ICE dealership has to add $10,000 at least to the Ev's MSRP to make any money. Customers don't like that...
@@noleftturns No so sure about that. I watched a few YT videos from Cleanerwatt with him comparing TCO of EVs (Teslas mostly of course, he is an influencer and a Tesla fan after all) with comparable ICE cars or hybrids. Anyway, he had to pick some numbers for repair costs and maintenance costs. He always ended up with lower maintenance costs, but significantly higher average repair costs for EVs. If you sum these 2 costs (this is the business for the dealers), there's not much in it between EV and ICE. So if an EV automaker were to allow repairs at third party repair shops (looking at you Tesla), there might still be a business for them. O, and the TCO comparison? Even with the recent lower prices and tax credits included, EVs were never cheaper per mile than the comparable ICE car.
But what about the new 2X capacity Amprious battery just announced on Munro Live? A 2X product could up end the industry depending on if it is acquired by a Tesla competitor etc.
I saw your video re:E-fuels..After seeing this, you'd have to be a blithering idiot to get an ICE car that runs on these fuels, which will cost a fortune. Not only that, any range anxiety fears will be cured once and for all.
Check out Mullens battery... solid state, nexTech lithium suffer battery. And actual battery, not a bunch of little batteries, run in series, and put in a box.
Praying for Shanna's continued improvement and complete resolution of her health challenge, as well as all blessings for you and your boys. Keep up the good work. :)
Believing and praying in agreement with you!
Praying for Shanna!!!
Wishing your family the best outcome during these challenging times.
What are you talking about?
She’s not getting better, don’t you listen? Sam’s wants to raise funds to send her to another place in the US
Hi Sam, great to hear your wife’s treatments are working. It’s so impressive what you’ve accomplished, finding an effective treatment, funding on UA-cam and relocating your family. WOW!
I’d LOVE to see a “skateboard tour” of Bangkok if you can do it safely!
Keep up the good work, your videos are awesome.
You can't do a skateboard tour of Bangkok safely. - Total non-starter.
I talked to a man that is a retired GM manager. I was complaining about there are some things that fail commonly. When one certain thing fails all the time why not redesign it and fix it. He said they made contracts with suppliers and the union and it was next to impossible to change a design before the contract runs out. They would rather pay warranty claims and damage customer experience than change a design early.
Wow!!!
The unionized auto industry is sooo effed
@@whodatcatt You think that's effed try a unionized government.
That’s why they will fail unfortunately
There is of course the "one horse shay" phenomenon.
Its a poem by Oliver Wendall Holmes that's a bit difficult to read due to the early English he used.
To summarize, (yes, spoiler ahead), The Deacon of the local church was upset at having to take his carriage in for repairs every time something broke so he commissioned the best craftsmen to use only the highest grade materials to construct a new one. It was "The Deacon's Masterpiece". It is a humorous anecdote to the idea of having every part of a structure be the best material and craftsmanship so no parts break before any other.
100 years to the day after the carriage was built, it collapsed in a heap of dust leaving the then Deacon and his wife sitting in the road.
All these fed up big legacy have only man-ager stealing bonuses for impressing and cheating analysts with faked good quarterly results and these stupid know nothing better than their Excel-sheets. They had 100 years to learn how and on cost of people and tier one to three suppliers in the background who also start their own car businesses to end consumers. However legacy is an old lady with too much cosmetics on. Tesla only learns instantly and with TeslaOne they are just not to beat. Like Daniel said they have no high vertical integration to do so and change things fast enough in legacy and the workers unions like mafia kills them as they are only looking for themselves and NOT the workers that can get more in the Tesla universe or must look for a different task in life because stupid routines are soon done by Teslas Robots as machines making machines 24/7 with the utmost of precision. So better get your kids the best education for tasks and jobs they also fill with their core competencies otherwise they are lost in transition or become cannon fodder! If you look the black clouds everywhere!🤒 Think if people realize what goes really on at Tesla and at which pace they forget about EV and cars… The shares will skyrocket for those who understand it’s today the only sound long term investment besides weapons and pharmaceuticals.😂
Love your channel dude, very concise, not available anywhere else, and without loud production music and other distractions.
Glad you enjoy it!
Amazing str8 forwardness
Id love to see a tour, wishing you and your family the best
Yes Sam, stop slacking - you don't make enough videos
I cannot recall any other company that discloses its plans and practices to the degree that Tesla does. For analysts to be ignorant of what they are doing and planning requires an act of will - simply refusing to avail themselves of a wealth of information. I mean they don't even need to read research reports - just log onto UA-cam and start watching, and yet they are always making mistakes, missing developments, and repeating falsehoods. Thank you Sam for doing this. It is fascinating.
Because according to them Musk is a fraud not to be trusted. Remember Musk released his master plan long ago, but to them it is just a bunch of BS.
They are doing it at their own peril. What a nice, though overused, but true phrase! 😆
Because MSM no longer does research. They rely on PR departments of the corporations. And Tesla does not have a PR department for them to get info on
it's actually very simple to understand, Tesla does not spend billions on advertising.
This is by design
Hang on Sam, don’t tell me “This Will Change Everything?”. I’ve never heard you say that about any EV development before. That’s amazing 😂
Somebody needs to track all these predictions to see if they actually come true or not.
@@B9M3 if you still haven't seen the game changers happening the last couple years, your in the wrong place
Lol. But you have to admit, it is a game changer. And Tesla has been rolling out game changers at rate of a handful a year.
Absolutely spot on 😂 also have been hearing from this channel that M3P batteries are a couple months away for about 12 months now.
lol
I would love a tour video Sam!
All the best wishes🎉
Thanks Mate!
"GM WILL BEAT TESLA by retrofitting all Bolt EVs with 188 Duracell AA Batteries, somewhat rechargable"
- Mary Barrrrrrá, CEO
Too bad! The best batteries are made in China, second best from Korea.
LoL !
Like th leader would ha
One thing is certain: the brand new CATL battery factory, built just a stone's throw from Giga Shanghai, should give Tesla a significant advantage.
it needs everything it can get as it loses market share each quarter...which is natural...
@@turbodewd1 it will lose market share but will have more market share than any other car maker and make more profits
Tesla doesn't own CATL. Any car manufacturer can buy the same battery.
Shipping and handling cost of goods sold
Hay Sam, all that remains to be seen is if Tesla use the extra density to increase range or to reduce battery pack size and keep range about the same.
Personally I think that smaller packs serve their mission best - making the cars cheaper and getting them out there to more people. This can only work if they keep building out the Supercharging network, which also fits with their mission.
I agree, but solely for the purposes of performance and handling.
Totally agree! Smaller battery gives you a cheaper car, a lighter car, and thus both a faster and more efficient car! As long as you always reach the next charger there's no problem with the smallest battery!
But still some people insist on driving on their daily commute with a gigantic battery that is expensive, and is reducing performance and efficiency! It really is just as stupid as driving to work every day with 200 gallons of fuel in the tank, just in case you might need the range...
I'm for this but only after all their cars hit 300 miles to a charge, under that is to little and less than the average ICE. Really I'd like to see it like the model S at 400 but that might be asking to much.
Watching this on 1-30-24 I am amazed at how prophetic this vid is. Sam is spot on in his predictions here.
While the precise chemistry of the new batteries isn’t known, the new M3P battery is an improved version of the LFP chemistry where the iron (F) is replaced with a mix of magnesium, zinc, and aluminium. So the MP3 is still a lithium phosphate battery
@Terje Foss
I used to play with Magnesium in fires as a child.
It burns like nothing else!
I would think twice before putting it into batteries. If it catches fire, it will be very impressive!
I bet da team knows exactly what’s going in each battery
A tour video?! I would love to see that 😊
Hi Sam, what are your thoughts on the Amprius battery? energy density of 500, now proven and tested and going in to production. 0-80% charge in under 6 mins! Sandy Munro was blown away by it in his video. This brings 500 miles plus in to a standard battery. Scaling up quickly is their only problem it seems.
Zeekr 001 is using the Qilin arquitecture with a ternary lithium battery , M3P is LFMP battery that can also be used with the Qilin arquitecture. Nio is using a semi solid state battery
While it's obvious Tesla would have tested these extensively and determined they're in line with their standards.. what's the real specs on these batteries? Longevity? Charge speed? Degradation over time? You know.. the important shit to an owner. Beyond just the cost savings.. I don't need cost savings if it means shittier life span or reliability.
Dats right too
Please do a tour video! Thanks Sam!
3/26/23 just watched monro live about Amprius creates a 500wh/kg battery.
Thanks!
Welcome!
Great to hear about your wife's improvement! You are an amazing partner, and you deserve all the praise coming your way! Remember to take care of yourself as well though! If not right now, then when things are more calm again. This channel and it's followers will respect your decision to take some time off, once everything is better, in order for you and your family to recharge and mentally and physically get back to "normal" ❤
And this was also a great video btw! 😅😉
Tytyty
Thanks Sam. Love your content. I have talked to several people I know who try and follow EV's and the production of them. Every time I talk to them they are surprised at what I tell them and they have a hard time believing me. Then they go do some research and come back to tell me "You're right. How did you know?" I told them all to subscribe to your channel. I suspect many others are doing the same.
Best sho on u tube
It was pretty obvious some years ago that LFP is a better option than Ternary cells. But everyone has to do the same thing so LFP got ignored. M3P solves the performance gap but maintains the safety of LFP. It’s not just that Tesla moves fast. The others don’t move at all.
I remember pretty well that the consensus in the industry was that LFP would be ideal for automotive applications, but Musk needed to be pigheaded and put NCA cells in his cars. He actually made derogatory remarks about LFP at the time. No performance from that inferior chemistry. And everybody followed Tesla down the wrong path only to come back a few years later......
@@hvh377 Times change and Tesla changes with them, usually ahead of them. You may be keeping some kind of OC score about corporate decisions in the past, but really, what in the heck does it matter? That was then, this is now.
@@SkyRiver1 Tell that to the fanboys every time they claim Tesla invented this or that or say Tesla is the best at everything.
Let's have some sense of reality about the brand. Tesla isn't that special. They just had the right product out at the right time and it is a big success.
It actually took them 2 tries to do it as well, because the model 3 clearly was not the right product. The rest of the automakers already knew that, because they all were making crossover SUV versions of their small sedan models long before Tesla did
Let's see if Tesla can make another successful model.
ua-cam.com/video/NWvI1daNils/v-deo.html for abc news item on fire risk…we should all just buy the safer LFP for safety of our family, our neighbours, community and emergency workers. I’d even suggest Fed Gov considers ban, extra tariff or no incentives on lithium ion cars when there is a known safer option. If people want the extra power or range not getting LFP then maybe they should have to pay into an compensation fund the Fed Gov tariff could invest those funds in to help cover costs of EV fire response and recovery plus medical expenses if anyone is hurt.
This is pretty awesome. It will give Tesla more wiggle room to reduce prices while continuing to retain healthy profits, all the while increasing range on existing models. They never keep still.
You are aware that these cells are available to every EV manufacturer on the planet? Anyone can buy these from CATL; just as Tesla is buying them from CATL?
@HvH Nobody at the same price Tesla can get them at. Also, the point is that this will lower the existing costs to them.
@@EVCurveFuturist And you know that because.... I forgot: Tesla is winning at everything!
@@hvh377 you believe there is an endless supply of these? If Tesla has first crack at em.. whether it be some existing agreement or cooperation between the two.. there will not be enough for some time, for anyone else to make any significant amount with them. Could keep Tesla years ahead of their 'competition' for another half a decade. And as he mentioned.. by the time slow legacy makers pivot to copy.. Tesla has moved on to the next newer, better, cheaper tech. None of them will catch Tesla unless and until they change their ENTIRE corporate and production foundation to be agile like Tesla.
@@hvh377 It is easy to make such empty claims, but how many out of all the manufacturers on the planet actually have a deal with CATL? Another interesting question would be how long would it take for a company with no deal with CATL to make a deal, build a battery factory, and then scale production? Still one has to consider... how many automakers have the scale, or are actually using Tesla's new manufacturing techniques to cut costs beyond the battery pack? Because Tesla cars are very efficient and that's why there are plenty of cars with bigger batteries that are still losing to them in terms of range. And that's why Tesla can make EVs profitably. A claim can appear to make sense at first glance, but you should study what it will take to implement it. I'd say Tesla and a few Chinese companies that are already contracted with CATL have about at least a 2 to 3-year advantage compared to the others.
Thanks Sam, I saw a video from Sandy Munroe, who said he looked at earlier Tesla models and found some issues with them that he made Tesla aware of. In literally a few months, they had listened to his advice, made the changes on all future models. Sandy said this was incredible, he left Ford after trying to get some production changes, that didn't happen for over 5 years. Learning from expert critical advice, adopting or developing new technology quickly and having the most efficient production systems means you stay ahead of the competition and is surely the mark of a very great company.
@Ziplokk
Not really!
It has now become a Tesla thing. Wouldn't have happened witout Elon. But it will hang on quite a while even without him.
If we don't watch out, it might even spread!
Love the EV content. How about a tour of where you are staying and see how many EV's you can spot on the landscape.
I am planning to buy a new M3 next year, as Queen said:
I want it all, I want it all, I want it now!
Great update, and was great seeing you at Fully Charged Sydney! :)
OK, this new CATL M3P battery is midway between LFP and ternary chemistries in terms of energy density. How about cycle life and cold weather performance? How about cost? Is this a real win, or is it just an alternative battery choice? This video is the first to report better performance than ternary chemistries. That remains to be seen.
Thanks Sam. Would love to see visuals of your surrounds - might need to remind viewers that accommodation in Thailand is much cheaper than in western countries or people will think you’re living in luxury at others’ expense!
Happy if you use local visuals while you talk your usual EV/battery stuff as generally what you say is more valuable than the visuals (unless it’s about a new release vehicle).
Keep up the great work and may you all be healthy!!
4680 is the metal *can,* M3P (LMFP) is the *chemistry* that you fill the can with.
Those aren’t the same chemistries.
@@richardfolden3860 A can doesn't care what chemistry one shoves into it.
@@jonahbert111 I don't understand people saying such things, you could put an lead-acid or the same stuff that is in standard flashlight batteries inside the can. The can does not care.
Which of-course in the future if Tesla comes up with a super battery chemistry they can put that in too.
@@jonahbert111 and some people care to be intelligent and accurate. Clearly you do not if you insist that x and y are the same things, when they are not.
@@earlpottinger671 Yes, that is the whole point. As chemistry improves, what goes in the can improves. The can is designed to be easier to produce because it is bigger, and it is strong enough to be part of a structural platform, compared to the smaller cans. It was never meant to signify a certain chemistry.
Fisker Ocean Extreme = 707 kilometer. Volvo EX90 =600 kilometer, BMW iX = 611 kilometer, Polestar = 610 kilometer, Mercedes EQS SUV = 602 kilometer.
Audi Q8 Sportback = 600 kilometer.
So what IS this M3P chemistry?
Hey Sam it was great to see you in person in Sydney. I hope your wife is doing well. Would be great if you can do a tour of where you stay and highlight the EVs they they drive locally and its infrastructures to support the growth.
Hope CATL can make these batteries in the USA.
Hmm the country of #meToo?
Now that the patents they had been stealing for the past decade have expired they officially can. But should they be allowed to have such market access?
Its only natural to assume that the big 3 will have these batteries, Since CATL is building a battery factory in Michigan
Fantastic info as usual Sam. Super useful. Thank you.
Glad you enjoyed it!
I love this new battery tech from Tesla so thanks for the video Sam and yes a I’d love a tour of your digs and surrounding area in Thailand.
Would love to see your surroundings but more so Melbourne when you guys are all home safe!! I reckon you could establish a great UA-cam presence just touring where you live. Our family visited there about 20 years ago- and we’ve travelled quite widely- Australia and Melbourne are epic, very special.
I drove through the beautiful Dandenong ranges this morning and it is a perfect day for it. I think the Evans family must be missing it.❤🦘
Sam, although I was distracted in watching this video, I think the video isn’t clear on a few things: M3P is CATL’s structural batter pack? Why is M3P so much better than existing battery systems? You mentioned it has higher energy density, how did they achieve this? Is it different chemistry? Better manufacturing/engineering?
Regardless Sam, thanks for the video.
I'm new to this guy's videos. I would only critique that there was much more fluffing and speculation going on, than any actual info. I'm sure he does well enough, but I prefer a deeper dive into tech, not just "holy sheepsh** this new tech is super awesome!"
Maybe that's not what his audience is into though.
An lighter
I agree with your estimate on the viability of solid-state batteries in the near term. So it is best to work with improving what we have and what works now. An improved battery pack that can be offered in the next few months is a winner.
Was exhibitor at the E-XPO in Salzburg and looked also at the small car show with local car dealers. Approaching the Toyota booth, I searched in UA-cam on my smartphone, “Electric Viking Toyota”. “What is Your opinion about this disaster”? Seems they have no idea, what is going on. Best joke was the Smart SUV for 46.000 €, because Tesla showed a Y for only 43.000 €.
Seems EU car industry thought big price increases are a good idea. They are completely unprepared for a price battle.
Just so that you know (if you didn't already and are, in fact, interested), because Viking didn't mention it: it's a step up in energy density compared to _LFP_ chemistry. LFP is not the most energy dense type of Li-ion battery chemistry (to say the least), but M3P (LMFP) is supposed to combine the benefits of LFP with improved energy density.
I don't think this chemistry is bringing energy densities close to NCA territory. So don't expect any range records or performance records to be broken with this chemistry.
hydrogen 1200 mile range cars kraftwerk tubes
@@jordanbrown7403 I'm ot sure if you're joking or not? I'm guessing it's a joke 😃. I can charge my car on my own drive, if fact it's charging right now and the electricity for it is coming from an offshore windfarm 10 miles away. I can't fill any car with hydrogen on my drive and neither can anyone else, nor am I aware of any hydrogen filling stations anywhere nearby. BEVs are here now, hydrogen is decades away, assuming that anyone can make affordable green hydrogen in the quantities necessary anyway.
@@hishamg And hydrogen is far far less efficient overall. It adds complexity too, which is just stupid for cars, but may be a good thing for mass energy storage.
Also Zeekr 001 is using the Qilin arquitecture with a ternary lithium battery, is not the same as the M3P battery. Nio is using a semi solid state battery with higher energy density and poor cycles, but cycles is not a problem if you swap the batteries
Time will tell?
The actual numbers vary by business school, but there are some general historical statistics on market share and the number of big global players in mature markets of many different types. There is usually room for about eight players. The leader’s market share % goes down the line in reducing percentages as does the net profit margins, until the margin is insufficient for long term survival. The market leader tends to set the prices and their market share often settles very roughly around the 30% mark.
The EV market is still immature so the degree of market dominance might be expected to reduce in time. This is to be anticipated, and in the Tesla case should not be touted as a negative.
Tesla’s and BYD’s agility is a strategic competitive edge that the legacy auto makers will need to learn from in order to survive.
EV consumers who intend to buy and use their vehicle over a long period, need to think very carefully about purchasing from a likely long term survivor, who can service their vehicle, say 10 years out.
Hi Sam. One thing I think we should also be looking at is are these new batteries part of the structure of the car which could make it very expensive or impossible to replace. Is the cost of construction of the car overriding maintenance issues. With less moving parts the car could last much longer than we are used to and battery replacement becomes more important.
Best wishes to your wife
I would enjoy seeing a short tour of your current area. I spent a year in SE Asia in 68 and 69 and I’m sure it’s changed dramatically for the better over the years. Thanks, hope your family is doing well and always look forward to your informative videos.
I lived in Bangkok for a few months in 2008. Not my favorite city in Thailand, but great for Shopping and Dining Out. I used to stay near Dung Muang Airport and work from an Internet Cafe nearby. I'm interested to see how the City has evolved in the last 15 years.
Sam, I hope you wife is doing better.
Yes would love to have a tour. Been following you since almost the beginning. Really enjoy your videos
Awesome! Thank you!
Legacy car companies fight internally, vehemently and incessantly. All big established companies suffer from that. Employees are terrified, execs are in total war with one another to get promoted. There is little interest in how the company is doing. I know that for a fact out of personal experience.
What about the 500Wh/kg rated Amprius battery in America announced on Munro Live?
Tour video please, Sam.
More efficient and reliable chemical batteries is probably a good thing on its own. Global competition eliminating poor performers and concentrating power has its issues. But chemical batteries are limited to about 10 electron Volts (eV) per bond. Whereas "atomic fuels" will have 1000 (KeV) and a million (MeV) per bond. There are groups working on safe, reliable, efficient and workable "atomic fuels" and "atomic batteries". For the Internet, I distinguish between "atomic electron energy states" for methods like beta decay and electron captures and high voltage nano devices. And the older fission "nuclear methods. A lot is changing. The biggest advances for atomic and nuclear fuels might well be in hypersonic flight, airlines, trucks and rail, earth to orbit, and solar system transportation. At 1 KeV per bond, an "atomic fuel" for the SpaceX Starship would reduce the mass to orbit or mass to moon costs significantly. A hundredth fuel mass means more mass to orbit. The fusion rockets might find testing easier on the Moon or in orbit. Less noise. Richard Collins, The Internet Foundation
Would love to see the tour video
Yeah would love to see a tour video in Thailand and maybe one on your wife's daily process through everything that is going on. Keep up the good work and fighting the good fight my friend.
Is a structural battery really a good idea? Where would it go? What are the implications for damage during collisions? Would the cost of repair/replacement be an issue? Would be interested on your opinions on this.
I'll bite. Modern cars are made to absorb medium and large collisions with crumble zones. It's essential for Tesla's safety score (which is better than any other car). So at a medium collision that might injure or kill passengers the cars can't be repaired, but the risk is significantly reduced.
As for the structural pack, it's under the passengers and if damaged the crumble zones are already compressed ei the car is totalled. (as a non expert)
@@lystfiskerlars thanks for this. Guess I have a lot to learn. Sounds complex. Sounds like the design needs to consider crumple zones, and presumably accessibility otherwise faulty batteries can't be swapped out, plus where structural integrity can be enhanced by the batteries and so on. Will be cool to see the solutions they find.
@@johnagapito5326 from the teardown that sandy monroe did it is clear that the cells can not be swapped/replaced. The cells have to be very high quality- not even sure they can depower part of a pack so if a cell shorts it might be really bad for the pack. If it just goes to high resistance it might be alright. They do have a crazy amount of battery data though so they can make some good estimates. But yeah it will be interesting to see.
I have wondered about this as well, if something goes wrong with the battery or it dies, how easy is it to replace or upgrade? Obviously it doesn’t need to be as easy as a Nio, but I thought it was replaceable? I’m aware that a few old Leafs have had new batteries installed, which has extended the life of the car.
A recent online story I saw said any damage to the battery housing, because its structural, often causes the car to be written off by the insurance industry. Perhaps Sam could clarify?
Love a tour Sam, cheers
Range / Price are not the primary problem of Tesla. There are basically 2 things that manufacturers can compete on 1. Service quality, Tesla has too few service centers, with that long wait times and distance from customer. The other thing is interior quality, if Tesla used the model S interior on all of their cars along with better service quality - there would be no competition, it's as simple as that. I think the best example is Hyundai ioniq 5 / 6 vs Tesla Model 3 / Y. If Tesla had comparable features and appearance in the interior, the would not be an objective argument for buying an Ioniq. There would only be subjective arguments about looks / suspension tuning, but Tesla would be offering a better product at a lower price. I think most buyers would opt with Tesla. I am genuinely surprised that Tesla has not implemented the Model S / X interior in 3 / Y, it wouldn't make the car cost that much more or reduce profits that significantly, yet it would eliminate almost all market share for the competition. It would severely damage the chances of legacy automakers entering the EV market, it almost seems as if Tesla is intentionally leaving the door open. Japanese manufacturers in particular would probably lose significant market share in particular because they would not have a compelling product at anything above 35K, leaving them with only the low margin economy cars, which will probably struggle against Chinese cars.
Their competition is not other EVs. It’s ICE cars and trucks that are polluting our air with toxic fumes and stress causing noise pollution. Every car without a tailpipe is replacing a polluter. ⚡️🌎
big yes on the tour video.
Hey mate... please make a video comparing Indian EVs against the rest! What could the competition bring about for consumers ? 🤔
2:18 😂😂. I was like wait do we move?! definitely would like a tour also, would you be raffling off that leather wing back chair? Lol.
The price of lithium dropping 50% is a bit of a red herring, since the price is still up over 700% since 2011. Still very expensive due to overall demand, but the recent run up and crash in value had more to do with panic buying, and then a following market adjustment.
New processing capacity will have much more effect on prices if it can come online faster than demands.
So what. What was the price of the battery in 2011?
@@aprapet7218
Exactly, that’s why it’s a red herring. Still expensive, but not impossibly so as manufacturing methods and economies of scale have lowered costs. The cost will continue to drop, including when the price of lithium goes down.
Part of the price increase is adjusting to market disruption. This paradigm shift spurs investments in facilities, equipment, and new talents. It is better to find ways for lithium to perform better at the same quantity and fetch a higher price or demand consistency.
New lithium mining methods (like seawater extraction et al.) will be needed to get China out of the dominant position. Also, China will likely make a move on Taiwan while they still can, which will lead to problems obtaining lithium when the inevitable retaliatory sanctions kick in. Let's hope they're not that dumb.
@@CharveL88
China doesn’t mine much lithium, they just process the majority of it. The US has far more lithium than China.
Yes
I would love to see you do a tour video.
Try educate the viewers.
What’s up Sam🤘peace and love to the family. Tesla is hitting the competition hard this year 💪🏽🚀🚀🚀💰
sam says, cancel your current tesla orders because a far superior one for the same price in coming out in 3 months.
What about sodium? BYD seems to be all in.
I'll believe it when I see it. The 4680 was meant to be lighter and more powerful. The 4680 model y is the same weight as 2170 and charges slower. So I'll wait til it's proven
Maybe what I heard was wrong, but M3P are only 15% (max) energy density better than their old LFP battery and are still below current turnery batteries
Combined with thier announced "rare earth metal free" motor that will be cheaper and deliver similar power. Tesla leading the pack still in EV innovation.
Syncronus reluctance permanent magnet hairpin motors with carbon wrapped rotors
how is the fire resilience of this battery. Have seen many video's of fires with electric vehicles ,mostly BYD models. Are these batteries different? What About towing capacity?
Sam,
I would love to see video from your current location.
Another reason for me to hold off ordering my model y. So now I'm waiting on hardware 4, refresh bumpers and m3p battery chemistry before I order.
This will be amazing for both the cybertruck and semi.
Not just amazing but necessary ❤
And to start to overcome the weight problem with most EVs as far as handling and performance is concerned. I personally could easily live with a 2OO mile range car if it had the weight of a ICE sedan and the power of a Kronnegsig, and the cost of a Model 3.
Yes, would love a short tour, or a long one! Best to you and your family.
You have to realise that a lot of people do not like Teslas, yes the numbers may be best in class, but many Europeans like their BMWs, Audis, VWs, Porsches etc, so "Game over", no, all to play for. Kia and Hyundai make some superb cars, Ford are making progress, MG at the lower end are doing very well, and the Chinese will not give in without a fight.
Competition is good.
But they are not profitable. The most awesome car company can't survive if it's not profitable.
@fenrirgg nether was tesla for some 10 years. The Chinese EV makers are going to chew into Tesla market share, what with Teslas dates cars, poor service and awful build quality.
As an engineer i really like tesla. But Musk makes me not want one. I wish Tesla all the best, but its not high on my list of cars to drive.
Agreed. BYD going places Tesla can only dream of
Other EVs are NOT the competition! 🤔
Ford is a CATL partner as well hopefully they'll figure it out and turn a profit from EBVs.
Tesla may decide to offer smaller battery packs so as to reduce weight and increase efficiency ie same range, less weight with a cheaper sticker price. Not everything is about range, you also have to consider efficiency and weight. Also M3P batteries just got some very big competition from Amprius Technlogies, their battery that has gone into production in the USA is already double the energy density of anything coming out of China.
@James Karrie you are looking at it wrong, same price per kwh as LFP but half the weight. Weight is a big issue right now for batteries.
A tour of local electric car dealers there, + a few local sights, electric cars on the roads etc could be good.
Now just in theory, if Tesla knew this was coming, their recent price reductions are even more brilliant
You can be 100% sure Tesla knew this was coming. Further price cuts on the way. Tesla will destroy legacy automakers way faster than anyone is predicting. Other than Sam of course!!
Word
Never going to buy a Tesla M3 before HW4 is there, just don't want a crippled car without a radar sensor. (and yes might work fine without in California/Texas, but not here in Northern Europe, where it's often crazy foggy at night / snow / raining a lot) where "vision" just isn't good enough. (my opinion, after having driven with radar sensors the last 6-7 years), nothing against Tesla, I'm super excited for HW4, with the new high def radar they are adding. All the self-driving features just isn't there most places outside the US, so it's not a specially big selling point, but nice driving assists with radar would be really welcome.
Hi Sam, I hope your day is going well with your wife is doing better. Say I just thought I would mention the fact that Monroe and Corey of Monroe and associates have pointed out that they believe that Tesla is actually making over 20% profit right now on their cars even with a price reduction.😮😅
Nice. You forgot to mention though that its chinese competitor offer much lower prices. This means in the lower end of the market Tesla is not competing yet. A sub 15k USD car is still very far off. But demand for such cars is high in China, India, Africa etc. Let's see how it plays out. Interesting times!
Toyoto has done extensive market research and the big picture shows that populations that are not in the West that need cars simply do not have the infrastructure to adapt to electric cars and it is hard enough to supply electricity even to thousands that do not have it. Plans to solve the problem are not on the short list so it could take years. It is a case of hybrid if possible in the city and gas once you leave it. In short they see no advantage of going all electric too soon. The Electric makers are like the early makers of the first gasoline engine cars. Too many, too underfunded and nothing to distinguish them as special. i would not be surprised in Toyoto ends up with a very good balance sheet for as much as 10 years. As for the West no matter what the brand a new gas powered car will have near zero resale value in as short as 5 years.
Nothing to distinguish them as special? LoL! Try driving a Tesla. Let us know how the instant torque compares to your lunchy ICE. Are you trying to tell us that Toyota is playing twelve dimensional chess here? Good one. Note the spelling of "Toyota".
Wuling Mini and a few solar panels solves that problem. It's also available today at less than US$8 K and is affordable by most. Looks like Toyota is pulling your leg.
Sam please show us around your new digs and tell us how Shanna's is felling. Our prayers our with you and your wife and kids.
Would love to see the area where you are staying.
Hope your wife is getting better.
In 1921, Ford had 65% share of the US car sales market. 65%.
People might have reasonably thought it was ‘game over’ back then too, and yet, here we are today…
At that time, it was game over. The game has changed.
Lets not forget what ultimately happened to the Death Star!
There’s no exhaust port on a Tesla!
@@richb326 😂🤣🤣
I’ll tell you what Tesla will have to watch - U.K. insurance has had a wobble on Tesla Cars as cars are being written off due to light damage but the pack has taken a hit. They say you can’t replace or repair the model Y packs as it’s part of the Car. Quotes have went through the roof.
Game over agreed
For the 4th or 5th time today? Lost count a bit....
A video of where you are staying would be good. I have never been to Thailand or Australia. Love your videos...
Sam, WILL THIS CHANGE EVERYTHING (LOL). Will this be Game over? Just teasing my friend.
I'd be careful about assuming range or cost advantages making it to the consumer rather than allow smaller batteries and lower cost to Tesla and more margin that hey can then potentially lean into by lowering prices, if needed.
Have you heard about amprius 500 Wh/kg batteries?
Do you remember how many times you announced the next great breakthrough for solid state batteries last year? Every time saying how it would change the EV market completely? And now you're saying solid state batteries are irrelevant for the EV market for the next 8 years? What has changed since.... say.... November 2022?
It would be great if Tesla would be able to create vehicles that can swap their vehicle's battery packs with new updated tech battery packs when they become available. Now that would be game changing!
Is the big issue here the change will mean Tesla will lose their US tax credit due to the outsourcing?
Depends. Tesla is buying their LFP batteries in China already. If these replace only their current LFP cells, there is no material difference.
The M3 SR will supposedly lose its credit at the end of March.
It will lose at least some of the tax credit, at least until CATL gets a US factory up and running.
Thanks for post. MP3 sounds like an industry change, not just Tesla-only. While you expect Tesla to be faster adapters than the competition, I doubt the others will hold off.
Is it the electric battery and motors that make Tesla so profitable
or is it the manufacturing techniques that make it so profitable?
I can easily imagine ICE cars assembled vertically and being just as profitable as EVs
It's the assembly process and NOT the electrical components that allow this.
ICE has had 100+ years to get fat, dumb, and happy, only to go bankrupt over better ways to assemble the car.
It's both. Tesla is winning at everything.
it’s also that they’re not having to split profits with Dealers who take billions of profit that otherwise would stay with the manufacturers. The new age of selling automobiles is here and the old model no longer works.
@@nthused As I said: Tesla is winning at everything. They must at least have won the last three superbowls as well.....
@@hvh377 From what I've gleamed, the traditional ICE dealership makes little selling the car - it's the stream of repairs/maintenance/upgrades/recalls for the next 10 years that is where the money is. EVs have little of that, so the ICE dealership has to add $10,000 at least to the Ev's MSRP to make any money. Customers don't like that...
@@noleftturns No so sure about that. I watched a few YT videos from Cleanerwatt with him comparing TCO of EVs (Teslas mostly of course, he is an influencer and a Tesla fan after all) with comparable ICE cars or hybrids.
Anyway, he had to pick some numbers for repair costs and maintenance costs. He always ended up with lower maintenance costs, but significantly higher average repair costs for EVs. If you sum these 2 costs (this is the business for the dealers), there's not much in it between EV and ICE. So if an EV automaker were to allow repairs at third party repair shops (looking at you Tesla), there might still be a business for them.
O, and the TCO comparison? Even with the recent lower prices and tax credits included, EVs were never cheaper per mile than the comparable ICE car.
But what about the new 2X capacity Amprious battery just announced on Munro Live? A 2X product could up end the industry depending on if it is acquired by a Tesla competitor etc.
I saw your video re:E-fuels..After seeing this, you'd have to be a blithering idiot to get an ICE car that runs on these fuels, which will cost a fortune. Not only that, any range anxiety fears will be cured once and for all.
Hey Sam, thank you for the constant new videos, glad to watch them daily.
I wonder, do you also own a Tesla?
Wait for the Amprius 500Wh/kg Battery.
THAT will be a game changer. The M3p is about 230Wh/kg, less than half.
Check out Mullens battery... solid state, nexTech lithium suffer battery.
And actual battery, not a bunch of little batteries, run in series, and put in a box.
And wait, and wait....
@@vincentwhite7693 ua-cam.com/video/YtZkohZRE_s/v-deo.html
@@crazwolf9825 ua-cam.com/video/YtZkohZRE_s/v-deo.html
Thanks Sam, tour video please and best wishes to you and your family.
Thanks Mate!