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What is Tesla Not Telling us About Plaid Delivery Event? - YouTube
Channel: Tesla Economist
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welcome to the tesla economist
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please hit the thumbs up and don't
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forget to subscribe
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tesla had their plant delivery event the
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delivery of the world's quickest ever
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production car
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and first to ever break the two second
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zero to 60 time
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only it happens to be a large family
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sedan rather than a lightweight hyper
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car
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okay i'm sure you all saw the event and
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know the details so i just wanted to go
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over it
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and see if we could read between the
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lines and see what other information
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we might be able to infer from what
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we've been told
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elon says that the car has an all-new
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battery pack
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in my opinion this was potentially the
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most important part of the event
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the new model s uses a new battery pack
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why would tesla move over to a new
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battery pack
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it doesn't seem to look too much like
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the structural pack we saw on battery
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day
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but that structural pack was designed to
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fit in with the model of front and rear
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castings
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for the model y so if this is a
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structural battery pack perhaps it would
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have to be designed more so around the
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previous battery pack of the model s
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to fit in with the current design i mean
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if it was structural then we probably
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would have been told
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i would have thought the question is
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then why are they using a new battery
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pack
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is there a chance that they have 4680
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batteries inside
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is it too much information to give away
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too soon
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it would have been one of the biggest
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deals i can think of for the company
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tesla have created a new electric motor
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for the model s elon says you can pick
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this motor up with your hands
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so i would guess it weighs under 40
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pounds i think the old motors weighed
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about 70 pounds
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so these new ones are around half the
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weight given the new model s weighs less
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than the older version
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therefore would the lighter motor
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account for some of the weight saving
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except that of course the plaid uses
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three motors instead of two
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so despite them being significantly
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lighter if you're using 50
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more then the weight saving is not
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substantial perhaps only about 40 pounds
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total
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i mean these electric motors are amazing
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they go up to 20 000 rpm which is crazy
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and just another way that tesla dominate
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you see tesla managed to beat every
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other manufacturer on range and
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performance
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partly because tesla has better
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batteries but even when the competitors
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use the same batteries
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tesla still beat them with their other
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technology such as their electric motors
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and this electric motor appears to be
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another leap ahead in technology for the
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company
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i'm not sure if they'll be used in other
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tesla models or if they're just for high
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performance versions
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either way it goes to show how tessa are
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continually innovating
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and still finding ways to significantly
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reduce weight even still these days
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which just make it that much harder
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again for those playing catch-up
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but the issue is you can't catch up to
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something that's moving faster than you
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it simply is not physically possible yet
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so many people fail to realize this
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why do people think that other
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businesses with much less experience and
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resources
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seem to think that it's possible for
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them to catch up with tesla
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this is just one more reason to
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demonstrate how that's not going to
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happen
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we then hear that the model s now has
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the lowest drag coefficient out of any
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car
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ever made but actually that's not true
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is it
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mercedes announced that their eqs
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actually has the world's best drag
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coefficient
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mercedes eqs has a drag coefficient of
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0.20
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and the tesla model s comes in at .208
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so pretty much the same as mercedes
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except the mercedes is just a tiny bit
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better
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except elon clears that up for us by
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explaining about wheels and motion
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cars have a different drag coefficient
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when the wheels are moving
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now when cars are driving in my
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experience the wheels also tend to move
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therefore we are to infer that the most
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important drag coefficient measurement
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would also include the wheels in motion
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which leads us to assume that elon means
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that the mercedes jack coefficient
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is not as low as the model s is when it
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has wheels in motion
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you might say this is a somewhat
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cherry-picked arbitrary point
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but it's not it's the one that matters
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as in which car
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everything else being equal will get the
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most range
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solely based on drag coefficient the
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answer would be the model s
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it doesn't matter how you explain or
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compare the statistics the one that gets
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the most range
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has the best drag coefficient the rest
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is marketing
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therefore tesla are able to get their
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cars the lightest
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and get them to drive most efficient
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compared to other automakers
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and then elon announces the new heat
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pump and radiator in the plaid
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now what's so important about this aside
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from the extra range in colder climates
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is that now you can continually do drag
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races and you will not lose any
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performance
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before after a while the 0-60 time would
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start to dwindle
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unlike the porsche tycan that could
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continually bring its a-game to
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every drag race and that was the feature
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porsche
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were most proud of against the tesla
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yeah well porsche no longer have that
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feature unique to themselves
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oh yeah not to mention how much faster
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the plate is now
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than every single porsche ever so the
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two features that the competition were
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proud to be tesla on
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the mercedes where it's drag coefficient
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and porsche of its drag racing
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are now no longer something for the
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competition to brag about
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i guess now all tests are needed some
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swanky orange stitching
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and then the audi eachon is out of ideas
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to market themselves against tesla 2.
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but none of them can come close to
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tesla's safety as elon points out
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tessa is faster than any porsche and
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safer than any volvo
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hey that sounds like something i said
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last week how tessa is safer than any
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volvo
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and faster than any ferrari elon are you
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listening to me too
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elon says something that is kind of cool
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all input is error
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in other words anything you have to make
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the car do is an
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error the car should intuitively know
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what to do
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this is a great first principle's way of
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looking at car features and
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functionality
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rather than perhaps mercedes looking at
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the car and thinking
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how can we improve the steering for the
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driver tesla look at it as
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how can we reduce the level of steering
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required for the driver or remove it
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completely
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this was brought up explaining how there
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are no more steering stalks
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and the car will know whether you want
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to go forwards or reverse
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of course the state-of-the-art
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infotainment available in the model s is
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second to none
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but if cars become more used in
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autopilot
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then in-car entertainment will become
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important of course tessa are so far
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ahead in this vision
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they're already preparing the cars for
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great entertainment
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really no other car comes remotely close
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looking at the power curve though it
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just goes to show truly how impressive
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the plaid is
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over the previous versions of model s
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personally i think this is a really big
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deal
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not the fact that it has so much power
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as impressive as that is
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but the fact it has so much more power
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than the 2019 performance
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we're talking a step change here how did
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tesla achieve that
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seriously this is a lot more power yet
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we have a weight difference of 175
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less pounds from last year's model s
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performance
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some of this weight can be attributed to
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the lighter motors but remember not much
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as the plant has three motors instead of
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two a lot of people
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thought they might be using giga presses
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and the weight saving could be
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attributed to die-cast moulds
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but that doesn't appear to be the case
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therefore
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we can only assume the other major place
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of where weight saving has occurred
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is in this new battery pack the plant
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battery pack is able to create 1024
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horsepower
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compared to 778 horsepower from the
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performance
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about 250 more horsepower or over 30
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percent more horsepower
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now just imagine if a new ferrari is
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launched and they announced it has
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30 percent more horsepower than last
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year's version
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this is an incredible amount of power to
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jump from last year's version
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whilst the plant batteries only generate
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slightly more range than the performance
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the fact they're able to get to 60 under
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two seconds is a big deal
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compared to the 2.3 seconds from the
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performance model yet with a lighter
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weight battery
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now the p100d battery pack weighed
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around 1377 pounds
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if we have a weight saving of perhaps 50
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pounds from the new motor and other
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enhancements
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then that would leave a weight saving of
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around 125 pounds in the batteries
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almost about 10 percent so we have 1
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377 pounds generating 778 horsepower
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ie 0.65 horsepower per pound of battery
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for the p100d
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then we have around 1252 pounds
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generating 1024 horsepower
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which comes in at 0.82 horsepower per
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pound for the plaid
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that is 26 more power from the batteries
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per pound
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granted the new motors might also help
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with efficiency along with other items
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but still there is no denying that it
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looks like we've had some major changes
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at the battery level
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i don't think tesla could have reached
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this level of efficiency with the 18650
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batteries
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it's just too big an improvement elon
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was very coy about the battery pack and
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didn't go into any details on it
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he quickly moved on to the new motors
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and went into more details about those
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in other words he has deliberately
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missed talking about the batteries
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is it possible they have gone with the
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4680 form is elon avoiding mentioning it
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in order to sandbag the company so
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competitors don't realize just how far
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they got with the 4680 batteries or a
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tesla trying to avoid mentioning 4680s
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because they're behind on their
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deadlines if it was the latter
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then would it matter everyone was pretty
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much expecting the 18650 batteries
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anyway
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it wouldn't have been a massive
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disappointment if they had said they'd
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used 18650s
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and if they had been using 18650 then
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they might have liked to tell us
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how they're getting so much more
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performance than previously but they
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didn't
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it doesn't stop there either the weight
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difference is 322 pounds
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from the previous long version to the
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new long-range version
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and the new version has slightly longer
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range but 0-60 time
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0.6 seconds faster so previous
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long-range version
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if the battery weighs 377 pounds
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we now have a difference of perhaps 280
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pounds after the weight saving of the
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motor
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assuming that the long-range version
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also uses these new motors and they're
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not exclusive to plaid
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anyway that's a battery weight saving of
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20
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compare from 517 horsepower to 670
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horsepower
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or we have 0.38 horsepower per pound of
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battery for the old version
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compared to 0.61 horsepower per pound of
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battery
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of the new long range that is 60 percent
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more power per pound of battery which is
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insane
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it's probably not as noticeable for the
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plaid version and performance as they
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are so highly tuned for performance as
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it was
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but there is no hiding it from the long
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range models
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is it possible tesla have moved the
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model s over to the 2170 form factor
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if the new model s long range battery
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pack weighs around 100 pounds
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then that's not far off the model 3
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performance battery pack weighing at
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1060 pounds
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but the model 3 performance only
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generates 470 horsepower
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or 0.44 horsepower per pound of battery
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the model s annihilates that by nearly
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50 percent
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we're also comparing 82 kilowatt hour
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battery from the model 3
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within a 100 kilowatt hour battery from
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the model s
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weighing about the same weight in other
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words 0.077
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kilowatt hours per pound of battery for
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the model 3
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compared to 0.091 kilowatts per pound of
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battery
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for the new model less long range in
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other words 18
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more output per weight therefore i'm not
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ruling out the fact tests that are using
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the 4680
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batteries yet elon said they will be at
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1 000 units a week by next quarter
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implying a run rate of approximately 500
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megawatt hours a month
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or six gigawatt hours a year which
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should be enough for the kato road
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battery factory to more than cover
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even if tesla double that level with the
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model x again
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so there is still a chance that tesla
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are using 4680s
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if it's not 4680s then there must have
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been some sort of major battery
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improvement
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except it feels like too big an
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improvement other than it being 46 eddy
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batteries
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let me know how you think tesla has
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reduced so much weight in the comments
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below
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and what chance you think is the 4680
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batteries thanks for listening
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please hit the thumbs up and don't
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forget to subscribe
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