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Tesla Gigafactory 1 Nevada | The Gigafactory Master Plan - YouTube
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what's up guys welcome back so in this
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video we're going to talk about Tesla
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and their business model we're gonna
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take a look at the Giga Factory in the
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Fremont factory and see exactly what's
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going on in each building this is
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important to know where Tesla is out
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today because if you didn't know in the
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future they plan to be 100% vertically
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integrated at their Giga factories and
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they want to make that a model that they
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can then replicate from there whether or
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not we're gonna see this close to 100%
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vertical integration at Giga factory for
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in Berlin is to be determined but Tesla
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has definitely made steps and they're
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definitely trending in that direction
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you may also not have heard of their
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skunkworks
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facility we're gonna cover that as well
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so let's get into it
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[Music]
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it all started with the original Tesla
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Roadster in 2008 some of them have VIN
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numbers starting with S which is the
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designation for the UK others start with
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the number 5 which correlates with the
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u.s. parts of the Roadster were sourced
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from around the world and Tesla
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contracted with Lotus to build the
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Roadster his unique chassis the single
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speed gearbox was made in Detroit by a
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supplier called burg Warner brakes and
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airbags were made by Siemens in Germany
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clearly the original roadster was a
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piecemeal experiment from all over the
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world but for North American customers
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the car was assembled in Menlo Park
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California where Tesla employees
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installed the powertrain which is
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composed of the battery pack power
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electronics module gearbox and the motor
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Tesla ended production of the roadster
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in 2012 so this leads us to Tesla's
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first factory which is creatively called
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Tesla factory the one that's in Fremont
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California so it's a pretty cool story
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GM in Toyota actually co-owned this
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plant for a long time they were
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producing upwards of a half a million
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vehicles a year then around 2010 the
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mayor of Fremont actually thought that
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this plant was dead there was no use for
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it and then in comes Tesla to save the
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day they end up taking over this factory
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in Fremont which was their first the
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initial purchase of the Fremont factory
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was for forty two million dollars and
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Tesla then later purchased seventeen
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million dollars of manufacturing
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equipment including spare parts at deep
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discounts relative to new equipment the
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factory is roughly five and a half
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million square feet and was originally
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about ten times too big for what Tesla
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needed and much of the site went unused
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for the first few years fast forward to
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the day where the facility is close to
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being fully utilized the first retail
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delivery of the Model S happened at this
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site in June 2012 today the Fremont
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factory is where the Model S X and three
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are assembled and there are over 10,000
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employees at this location in May of
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2019 Tesla announced they were going to
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shuffle production lines the Fremont
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factory to make space for the Model wide
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production the facility had a production
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capacity of up to 500,000 cars per year
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when Toyota and GM were running the
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plant and so far Tesla has achieved a
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roughly 350 thousand capacity production
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rate with plans to exceed the former
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number for years Tesla had a secret
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location on the second floor of the
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Fremont factory to work on battery cell
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research but recently it seems as though
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this has been moved to a facility
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on Cato Road known as the skunkworks lab
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this is a few minutes down the street
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from Fremont the battery R&D team had
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been focused on designing and
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prototyping advanced lithium-ion cells
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as well as new equipment and processes
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today Tesla has been relying on a
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partnership with Panasonic for its
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battery selves but it seems imminent
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things will be changing in 2020 so this
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moves us to Giga factory 1 Tesla's first
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Giga factory it's in Reno Nevada and it
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went into construction in 2015 and it's
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actually still being built out today and
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as we'll talk about later in the video
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it's still only about 30% built out as
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of today however operations at Giga
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factory one started in 2016 and they had
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the grand opening that year in July at
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that time they only had three of the
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final 21 blocks of the factory built out
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it was aligned on True North so the
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solar panels could be optimized and so
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eventually the factory can be entirely
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self-sufficient using solar wind and
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geothermal sources g1 will have the
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largest footprint in the world when it's
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completed it was built to supply battery
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packs for both its vehicles and the
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stationary storage systems the factory
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started with limited production of power
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walls and Power Packs in 2016 which were
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previously produced at the Fremont
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factory in addition to batteries g1 was
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to be the site to build motors and drive
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units g1 began mass production of the
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2170 lithium-ion cells which are used in
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the model 3 in January of 17 DS cells
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were built from Tesla's partnership with
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Panasonic and Panasonic does own some of
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the cell production equipment so Giga
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factory one produces model 3 electric
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motors and battery packs in addition to
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Tesla's energy storage products
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Panasonic makes the cells which Tesla
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then uses to make battery modules and
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packs for its cars as of 2019 reported
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that g1 is still only about 35 percent
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complete it should be noted in April 20
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1902 battery supply constraints and g1
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was only operating at around 2/3 of its
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35 gigawatt hour per year theoretical
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capacity this battery supply constraint
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is a huge deal as Tesla still plans to
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begin production of the semi road
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certain cyber truck over the next 24
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months there are no official
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announcements for where these vehicles
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will be produced and so moving on to
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Giga factory - in Buffalo New York this
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doesn't get much coverage a lot of
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people don't know about it
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but it's where Tesla's doing most of its
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solar work so it's actually in
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conjunction with Panasonic and as you'll
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see soon it may be shifting in towards
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more of a Panasonic facility but let's
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let's talk about it the site was
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originally a steel manufacturing site
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but the 88 acre property has been
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transformed after Tesla secured the site
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through the controversial Solar City
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acquisition in 2016 Tesla plans to
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create 5,000 clean energy jobs at this
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site over 10 years g2 is actually owned
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by the state of New York and is leased
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by Tesla subsidiary Solar City it
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employs around 800 people currently in
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May of 2019 reuters reported g2 has
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actually function more like a Panasonic
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factory to supply other solar companies
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Panasonic invested in the production of
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solar cells at g2 and Tesla agreed to
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buy those cells to use in their solar
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roof tiles that are made at the factory
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however the report said Tesla has only
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sporadically purchased solar cells made
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by Panasonic according to an employee
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with the rest going to foreign buyers in
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October 2019
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announced version 3 of its solar roof is
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ready to begin production and
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installations will ramp up over the next
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several months
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clearly there are questions as to what's
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really going on at g2 and it will be
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important to watch if Tesla can deliver
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on its goals for the site Tesla solar
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business has clearly not been a focus of
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the company the last few years but this
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could change moving forward and so of
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course with Giga factory 3 we don't have
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to cover too much because it's been all
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over the headlines you probably know
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it's in China and Shanghai where Tesla
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is now producing and delivering the
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model 3 and eventually they'll also be
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delivering model wise but there are a
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few things with regard to battery
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production and logistics that you might
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not be aware of one of the components
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that Tesla knew would not be ready for
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local Chinese production were the
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batteries so Tesla decided to make the
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first wave of cars with battery pack
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shipped from g1 and Nevada g1 has been
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supplying battery packs to g3 since the
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beginning of August Tesla has been
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sending between 400 to 750 battery packs
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per week depending on what was needed at
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Fremont at the time 2019 g3 battery
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packs were shipped over a period of 12
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weeks the plan is the shift to using LG
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chems 2170 batteries as soon as possible
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in 2020 and eventually the second
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building at g3 will be used to make
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battery packs in-house these will
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basically be the same type of 2170 cells
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that panas on
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produces LG Chem will do its best to
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mimic the batteries made by Panasonic
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the word mimic I use here since LG Chem
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has different manufacturing equipment
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and techniques in Panasonic and the
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cells will clearly not be identical
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additionally Tesla determined that the
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cells made by LG Chem have a slightly
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lower capacity there are clear plans to
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produce batteries model 3 and model Y at
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g3 Elon did also mention plans to
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develop an R&D center in China to create
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a custom Chinese car something that's a
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piece of art like the cyber truck in
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November of 2019 Tesla announced that at
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its next Giga factory g4 which will be
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in Germany in Berlin they're gonna start
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with a model Y Elon has said that
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they'll make power trains and other
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battery units there and only time will
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tell if this is the first Giga factory
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where we'll get close to 100% vertical
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integration for Tesla and so early
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expectations for this g4 plant are that
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it will have capacity of up to 750
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thousand cars per year but of course
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that'll be a couple years down the road
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after the Giga factory is opened the
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first phase which can be seen in the
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lower left corner in this picture is
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expected to be completed in July 2021
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and it will support the local production
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of model y in Europe Tesla already
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confirmed that it plans to eventually
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build the model 3at g4 and it will
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presumably be one of the three
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additional sections of the factory Tesla
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also disclosed that it plans to build
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future vehicles other than the model Y
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and model 3 at the factory Tesla is also
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planning a battery cell factory on the
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east side of the plant Tesla is unlike
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most other auto manufacturers as they
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are already heavily vertically
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integrated with plans to be as close to
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100% as possible in the short term this
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has resulted in a lack of profits for
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Tesla as they're constantly investing in
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innovation and new production the long
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term this will result in massive supply
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chain and logistical savings and so
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that's why it's so important to kind of
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watch as Tesla gets closer and closer to
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doing everything in-house as I said
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short term it costs them a lot more but
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long term it's so so vital for them to
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be able to grow without any restrictions
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and to save drastically on all of those
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manufacturing and logistical supply
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chain costs so thank you guys for
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watching this video I hope you can leave
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a like if you enjoyed or if you learned
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something new
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and I'll see you guys in the next video
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[Music]
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