"A Lot of Pain and Hurt Ahead" / GM Tries Again / Tesla Gets Creative ⚡️

Electrified
8 Mar 202419:14

TLDRIn this electrifying episode, Dylan Lumis discusses the Cybertruck's performance, revealing it as the quickest pickup truck tested by Car and Driver. Despite its impressive acceleration, the Cybertruck's range is not record-breaking. Tesla's Base Camp is scrutinized, with its $3,000 price tag and current lack of certain features raising questions. The video also touches on Tesla's Giga Berlin challenges, the company's response to the recent arson attack, and the potential impact on Tesla's operations. Additionally, the script covers Tesla's plans to address charger length issues, GM's Chevy Blazer sales resumption, and the burgeoning EV market in China, highlighting the competitive landscape and the strategies of various automakers.

Takeaways

  • 🔋 The Cybertruck's real-world range is not record-breaking, with a 250-mile result from a 75 mph range test.
  • 🏎️ The Cybertruck is the quickest pickup truck tested by Car and Driver, with a 0-60 mph time of 2.6 seconds.
  • 🚀 Tesla's Semi truck can reach 60 mph in less than 20 seconds, outperforming diesel trucks on steep inclines like Donner Pass.
  • 🔥 An investigation is underway after an arson attack at Giga Berlin, with the German government considering a response.
  • 💸 Cybertruck resale values fluctuate, with recent sales at auction houses ranging from $195,000 to $189,000.
  • 🛠️ Tesla's Base Camp tent accessory costs $3,000 and requires initial installation at a service center, but offers over 1,000 lbs of storage.
  • 🌿 Tesla's Model Y Performance has an updated EPA range of 279 miles, slightly lower than the company's estimate.
  • 🔌 Tesla is working on a solution for charger length issues, potentially releasing a longer extension cable.
  • 🚗 GM's Chevy Blazer resumes sales after a stop-sale, with significant price drops and software updates.
  • 📈 Tesla stock closed the week at $175.3, down 1.85%, with a lower trading volume compared to the week's average.
  • 🎁 Tesla is offering existing owners in the US and Canada a paint or interior color upgrade for a limited time.

Q & A

  • What was the correction made to the AK-47 video mentioned in the transcript?

    -The correction was that the gun in the video was not an AK-47, but an AK variant shooting a 9mm round.

  • What was the outcome of the Car and Driver's 75 mph range test for the Cybertruck?

    -The Cybertruck achieved a range of 250 miles, which is not record-breaking but aligns with rival vehicles tested.

  • How did the Cybertruck perform in speed tests according to Car and Driver?

    -The Cybertruck was the quickest pickup truck they've ever tested, with a 0 to 60 mph time of 2.6 seconds and a 0 to 100 mph time of 6.9 seconds.

  • What is the current market value of the Cybertruck based on recent sales?

    -The two most recent sales at dealer auctions were for $195,500 and $189,000, with some listings on websites like CarGurus around $220,000.

  • What is the issue with the Tesla Base Camp that was criticized in the transcript?

    -The issue is that the Base Camp, which costs $3,000, does not include the tent mode feature that Tesla advertised, and it cannot link the truck's AC into the tent system.

  • How did the Tesla Semi perform on the steep incline of Donner Pass in California compared to diesel semi-trucks?

    -The Tesla Semi could reach 60 MPH in less than 20 seconds, while diesel semi-trucks typically take about 30 seconds.

  • What is the current status of the investigation into the arson attack at Giga Berlin?

    -The Frankfurt prosecutor's office has opened a probe, and the investigation is moving forward, but the identities of the perpetrators are still unclear.

  • What is the updated EPA range estimate for the Tesla Model Y Performance version?

    -The updated EPA range estimate is 279 miles, down from Tesla's initial estimate of 285 miles.

  • What is Tesla's plan to address the charger length issue for non-Tesla EV owners?

    -Tesla is working on a KNX toax extension cable that will be available for purchase in the future to solve the charger length issue.

  • Why did Rivian move the charging port to the rear passenger side on their new platform?

    -The move was to achieve aggressive cost targets and to optimize the layout for the rear-wheel-drive version of the vehicle, where the high voltage output is at the back of the battery pack.

Outlines

00:00

🚗 Cybertruck and Tesla Semi Updates

The script discusses the Cybertruck's performance in a 75 mph range test, revealing it can travel 250 miles on a full charge. It compares this with the Tesla F-150 Lightning's 230 miles and notes the Cybertruck's superior range despite using all-terrain tires. The Cybertruck is also highlighted as the quickest pickup truck tested by Car and Driver, with impressive acceleration and top speed. The video also addresses the misleading headline about Cybertruck values dropping and clarifies the current market situation. Additionally, the script touches on Tesla's Base Camp product, its installation process, and the absence of certain advertised features like tent mode and air conditioning integration. Lastly, it mentions the Tesla Semi's ability to easily ascend steep inclines, contrasting with traditional diesel semi-trucks.

05:01

🌍 Tesla's Global Impact and Giga Berlin

This paragraph covers Tesla's environmental impact with the Semi truck, which has a smaller carbon footprint and can travel up to 500 miles without recharging. It also discusses the arson attack at Giga Berlin and the ongoing investigation by the prosecutor's office. The German government's response to the attack and the potential financial impact on Tesla are mentioned. The script also highlights Tesla employees' unity in the face of adversity and the company's continued payment to employees during the factory shutdown. Lastly, it touches on the updated EPA figures for the Model Y performance and the importance of health, promoting a sponsor's product.

10:01

🔌 Charging Solutions and Market Dynamics

The script addresses Tesla's plans to solve the charger length issue with a new extension cable, which could benefit non-Tesla EV owners. It also discusses GM's resumption of sales for the Chevy Blazer after a stop sale due to software updates, and the price reductions implemented. The paragraph mentions Mary Barra's comments on vertical integration and compares Tesla's approach with other automakers. It also covers Acura's first fully electric ZDX, its pricing, and expected arrival. Rivian's strategy for the charging port placement on their vehicles is discussed, along with Tesla's sales data for February and a new incentive for existing owners in the US and Canada.

15:03

🔋 Tesla's Performance and Future Plans

The final paragraph focuses on Tesla's performance in China, comparing domestic sales and exports between the first two months of 2023 and 2024. It mentions the arrival of new Tesla retrofits, including a physical horn and camera button. The script also discusses a new Tesla incentive for existing owners to upgrade their paint or interior color. Tesla's stock performance is briefly mentioned, along with a reminder for viewers to check out the sponsor's product for a potential mindset shift towards better choices.

Mindmap

Keywords

💡AK-47

The AK-47 is a well-known automatic rifle, often associated with military use. In the video, it's mentioned that a video featuring an AK-47 was actually showcasing an AK variant firing 9mm rounds. This highlights the importance of accurate identification of firearms, as there are many models and variants that can be easily confused.

💡Cybertruck

The Cybertruck is an all-electric, battery-powered light-duty truck developed by Tesla. The video discusses the Cybertruck's performance in various tests, including its range, acceleration, and top speed. It is portrayed as a high-performance vehicle, setting records in acceleration tests and offering competitive range for its class.

💡EPA estimate

The EPA (Environmental Protection Agency) estimate refers to the official fuel economy rating for vehicles in the United States. In the context of the video, it's mentioned that the Cybertruck does not require an EPA estimate due to its high gross vehicle weight rating, but Tesla has listed an estimated range for comparison purposes.

💡Rivian R1T

The Rivian R1T is an all-electric pickup truck produced by Rivian. The video compares the Tesla Cybertruck's performance with that of the Rivian R1T, noting that the R1T is also a high-performing electric vehicle with quick acceleration and a competitive range.

💡Autoblog

Autoblog is an online publication that covers the automotive industry. The video references a headline from Autoblog that discusses the Cybertruck's value, suggesting that there was a sharp drop after an initial spike. This reflects the fluctuating market interest and potential challenges in the resale value of new electric vehicles.

💡Base Camp

The Base Camp is an accessory for Tesla vehicles, particularly the Cybertruck, which includes a tent that can be attached to the truck bed. The video discusses the Base Camp's features, installation process, and the fact that some advertised features, like tent mode, are not yet available.

💡Diesel Semi

The Diesel Semi refers to traditional diesel-powered semi-trucks. The video contrasts these with Tesla's electric Semi, highlighting the electric Semi's superior performance, including faster acceleration and a smaller carbon footprint. This comparison underscores the technological advancements and environmental benefits of electric vehicles over traditional diesel counterparts.

💡Giga Berlin

Giga Berlin is the name of Tesla's manufacturing plant in Grünheide, Germany. The video discusses an arson attack on the plant and the subsequent investigation, emphasizing the challenges and potential support Tesla may receive from the German government in response to the incident.

💡Full Self-Driving (FSD)

Full Self-Driving (FSD) is a Tesla feature that aims to enable a vehicle to operate autonomously. The video mentions FSD's ability to make complex driving decisions, such as holding back at a green light to allow for a safe turn, showcasing the progress and capabilities of Tesla's autonomous driving technology.

💡Altium platform

The Altium platform is a modular vehicle architecture used by General Motors (GM) for their electric vehicles. The video mentions GM's upcoming Chevy Blazer, which is based on this platform, and the challenges GM faces in integrating software and hardware, which is a key aspect of Tesla's success in the electric vehicle market.

💡Vertical integration

Vertical integration in the automotive industry refers to a company's control over various stages of production, from manufacturing to sales. The video discusses GM's efforts to become more vertically integrated, which is seen as a strategic move to improve efficiency and competitiveness, especially in the context of electric vehicle development.

Highlights

The AK-47 video featured was actually an AK variant shooting a 9mm round.

Car and Driver tested the Cybertruck and found a range of 250 miles at 75 mph.

Tesla's Cybertruck is the quickest pickup truck tested by Car and Driver, with a 0-60 mph time of 2.6 seconds.

The Cybertruck's real-world range is not record-breaking but aligns with rivals.

The Cybertruck's top speed is the quickest in its group, at least 20 mph faster than the next closest truck.

Cybertruck's resale values have dropped from a high spike, with recent sales at $195,000 and $189,000.

Tesla's Base Camp tent is now shipping but lacks the advertised tent mode feature.

The Tesla Semi can reach 60 mph in less than 20 seconds, outperforming diesel trucks on steep inclines.

A prosecutor's office in Frankfurt has opened a probe into the recent arson attack at Giga Berlin.

Tesla will continue to pay employees during the shutdown following the arson attack.

The updated EPA figure for the Model Y Performance is 279 miles, down from Tesla's estimate of 285 miles.

Tesla is working on a solution to the charger length issue with a potential extension cable.

GM has resumed sales of the Chevy Blazer on the Altium platform with significant price drops and software updates.

GM's VP of Product stated that vertical integration is the best way to go, a strategy Tesla has proven effective.

Rivian has taken over 68,000 R2 reservations, potentially generating investor hype ahead of a capital raise.

Tesla China's February data shows 301,000 domestic sales and 30.2 thousand exports.

Tesla is offering existing owners in the US and Canada a paint or interior color upgrade on existing inventory by March 31st.

Tesla stock closed the week at $175.3, down 1.85%.