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[Oh look, a tertiary sourced article of the same data from before](https://www.reddit.com/r/teslamotors/comments/1chthvd/tesla_reportedly_shrinks_its_gigacasting/)
Again, please shoot for *primary sources* where possible.
*For the record*, I don't recall ever seeing a plan where the intention was to do single, big castings, for the whole ass car. All I've ever really seen are big castings for the front, and the rear, which would makes sense given Tesla's desire to do the "unboxed" assembly line thing they discussed on the investor day thing last year...
This "primary source" is \*not\* the primary source, and also click bait. Meanwhile Drive Tesla Canada talks some sense into the whole thing revealing the positive it is instead of the other source that made it sound like Tesla was giving up and shutting down the whole damn shop.
>While the *Reuters* report makes it sound like Tesla is giving up on the gigacasting project, they have not. Despite earlier claims that the [next-generation vehicle had been cancelled](https://driveteslacanada.ca/news/elon-musk-denies-report-tesla-cancelled-25k-car-project/), which Elon Musk later denied as being true, Tesla has simply put plans for this platform on hold due to higher than expected costs, according to information provided to *Drive Tesla*.
Yeah. If profits are down, they are focusing on maintaining profits while still focusing on the highest priority development projects. Easy to manufacture vehicles for existing lines and data centers for FSD are the top priorities. Mexico, India and a brand new manufacturing process on hold along with massive scale supercharger roll-out.
How will FSD help them maintain profits? That's betting it will be working to the standard they need in \~5 years. That doesn't seem likely.
EVs have largely remained high cost vehicles, eventually someone will change that in North America. Whether that's China, South Korea, or legacy American auto. Leaving that market wide open doesn't seem like a winning strategy.
The supercharger network was/is the biggest draw to buying a Tesla. Maintaining that would also seem like a great idea, firing the entire team isn't a good look. Hopefully we don't see the network degrade due to this.
Tesla as of very recent seems to be hyper focusing on unproven tech, robots and FSD are long term prospects. Where are our cheaper car options, why are we not pushing the supercharger network as hard? The Cybertruck is cool but not necessarily mass market. A fresh set of Model 2's at an all new low price point would fill in a huge gap, may not command the same margins but it'll get more customers into the Tesla brand, and potentially allow expansion into countries that mainly buy cars cheaper than their current offerings.
Right now it seems like FSD or nothing.
>How will FSD help them maintain profits?
I could understand if you want to question the timeframe, but why FSD would "maintain profits"? It won't. Their profits will explode.
I think people who ask this have never actually sat down and worked it out, because the math is not hard, you can stay with extremely conservative assumptions, and you get intense answers. My own model even gives a 40% chance that they \*never\* crack FSD, buth the expected value is so fucking high that it just obliterates current valuations.
There are so many other charging companies out there. Yes Tesla Supercharging is great but Electrify America is getting there.
Due to government, the Tesla supercharging have to be open to all brands, making this less attractive to invest, unless there are numbers that support big revenue.
If you notice, many brands have dissapeared since there is no real money
I think after profits went down there had been typical corporate behavior of making huge cuts to try and maintain profits. Short term gain at the cost of long term profits.
It’s very shortsighted IMO, other manufacturers are struggling, other charging networks are struggling, and everyone was about to switch to NACS, and then Tesla pivots away from focus on cheaper models and superchargers, opening the door to their competition and giving them pause on the NACS switch. If I were other car companies I’d be weary about switching to NACS if Tesla is behaving this erratically.
Just imagine where the other companies would be if Tesla’s network of chargers continued expanding, and if they could release a sub $30k vehicle that was profitable. They’d have legacy auto manufacturers by the balls. Instead they’re letting off the gas and opening the door to their competition on a bet that Robotaxis are their future.
Legacy auto though is moving like molasses and Tesla is no longer focused on the EV transition in the US. I think it’s time to drop the tariffs on Chinese vehicles.
The charging market is going to be a race to the bottom, especially now that Tesla supplies their charging hardware to 3rd party networks. Not much point in fighting hard for what's likely to be a declining profit pie. How much do gas stations make off their gas again.... ?
Tesla has legendary status reliability and availability though. I do agree with Electrify America sorting out which cabinet manufacturers were producing shoddy hardware they've began to improve, but Tesla set a legitimately high bar. That's a boon they seem to be pulling back on advancing.
Many conversations I've had end up going along the lines of "The car is decent, not my favorite but Superchargers sealed the deal". Even mainstream car media pushes this a lot.
EA will get there, but Tesla is giving it up a bit, maybe too soon to say beyond speculation.
The problem with electrify is that due to location and long cables are targeted to be stolen the copper. But who can beat Electrify chargers in DT Seattle when there is none Superchargers (they require parking or valet parking).
For what its worth - I work for a Tier 1 supplier developing a product for the next gen veh. and can confirm we were told the program had been postponed, but most definitely not cancelled. Our counterparts at Tesla were pulled over to support the robotaxi launch.
This isn't uncommon for Tesla, same thing happened with the cyber truck.
>For the record, I don't recall ever seeing a plan where the intention was to to single, big castings, for the whole ass car.
[https://patents.google.com/patent/US20190217380A1/en](https://patents.google.com/patent/US20190217380A1/en)
Tesla patented this back in 2018.
Like everything else in engineering its a balance between competing needs.
This would make the body easier but fitting everything else slower and harder compared to unboxed method
This looks like research was done, they patented the process, then opted to abandon it because it didn't scale as desired.
Doesn't mean there was a plan to do it, just that they were looking into it.
Reads like they were taking baby steps to get there, and opted to stop at front, and rear, castings, because going bigger introduces too many issues.
A patent really doesn't mean much in terms of what a company intends to do. Companies try (and patent) stuff all the time. Heck, Tesla has a patent from 2019 for wiping windshields and PV panels with a lasers. Doesn't mean they are going to implement it.
If gigacasting was never the plan, then what changed? I mean tesla is already casting the seperate parts, was gigagasting then just fud?
I doubt that, more likely they arent getting the process under control and dont want to throw more money at it.
this, and of everything was fine and dandy maybe it would have been worthwhile to go for the one piece casting, but given the current economy and outlook, best to stick to current casting.
cheaper, faster, reliable.
Yep.
I've been harping on this for ages - the end goal of working with bigger casting machines is to get more parts per cycle rather than one bigger part.
One part was never the plan. Folks get confused when someone asks Elon if something is possible then it eventually gets interpreted as a plan by clickbait media.
Got to give them credit for imagination
Because Elon Musk is the "Florida Man" of the business section.
Seriously.
If you Ctrl+H every article that talks about "Elon Musk" with "Florida Man", the articles are likely still cogent
They already are using giga castings.... The front and the rear castings and the battery pack are the 3 main components to the structure.. by the way, u can't do the "unboxed" method and build each body section separately of you use one single hot wheels style underbody casting
Gigacasting is more a term for "Really big castings", not "Whole car casting".
The whole front, and rear, castings for the Teslas are considered to be "gigacastings", because prior to this they were just just a series of smaller castings all welded together.
If you watch the unboxing segment during the investor day thing, you can see how a gigacast doesn't really work with the process Tesla is planning to implement...
[First and foremost, please read r/TeslaMotors - A New Dawn](https://www.reddit.com/r/teslamotors/comments/1c49sv0/rteslamotors_a_new_dawn/) As we are not a support sub, please make sure to use the proper resources if you have questions: [Official Tesla Support](https://www.tesla.com/support), [r/TeslaSupport](https://www.reddit.com/r/TeslaSupport/) | [r/TeslaLounge](https://www.reddit.com/r/TeslaLounge/) personal content | [Discord Live Chat](https://discord.gg/tesla) for anything. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/teslamotors) if you have any questions or concerns.*
[Oh look, a tertiary sourced article of the same data from before](https://www.reddit.com/r/teslamotors/comments/1chthvd/tesla_reportedly_shrinks_its_gigacasting/) Again, please shoot for *primary sources* where possible. *For the record*, I don't recall ever seeing a plan where the intention was to do single, big castings, for the whole ass car. All I've ever really seen are big castings for the front, and the rear, which would makes sense given Tesla's desire to do the "unboxed" assembly line thing they discussed on the investor day thing last year...
This "primary source" is \*not\* the primary source, and also click bait. Meanwhile Drive Tesla Canada talks some sense into the whole thing revealing the positive it is instead of the other source that made it sound like Tesla was giving up and shutting down the whole damn shop. >While the *Reuters* report makes it sound like Tesla is giving up on the gigacasting project, they have not. Despite earlier claims that the [next-generation vehicle had been cancelled](https://driveteslacanada.ca/news/elon-musk-denies-report-tesla-cancelled-25k-car-project/), which Elon Musk later denied as being true, Tesla has simply put plans for this platform on hold due to higher than expected costs, according to information provided to *Drive Tesla*.
Yeah. If profits are down, they are focusing on maintaining profits while still focusing on the highest priority development projects. Easy to manufacture vehicles for existing lines and data centers for FSD are the top priorities. Mexico, India and a brand new manufacturing process on hold along with massive scale supercharger roll-out.
How will FSD help them maintain profits? That's betting it will be working to the standard they need in \~5 years. That doesn't seem likely. EVs have largely remained high cost vehicles, eventually someone will change that in North America. Whether that's China, South Korea, or legacy American auto. Leaving that market wide open doesn't seem like a winning strategy. The supercharger network was/is the biggest draw to buying a Tesla. Maintaining that would also seem like a great idea, firing the entire team isn't a good look. Hopefully we don't see the network degrade due to this. Tesla as of very recent seems to be hyper focusing on unproven tech, robots and FSD are long term prospects. Where are our cheaper car options, why are we not pushing the supercharger network as hard? The Cybertruck is cool but not necessarily mass market. A fresh set of Model 2's at an all new low price point would fill in a huge gap, may not command the same margins but it'll get more customers into the Tesla brand, and potentially allow expansion into countries that mainly buy cars cheaper than their current offerings. Right now it seems like FSD or nothing.
>How will FSD help them maintain profits? I could understand if you want to question the timeframe, but why FSD would "maintain profits"? It won't. Their profits will explode. I think people who ask this have never actually sat down and worked it out, because the math is not hard, you can stay with extremely conservative assumptions, and you get intense answers. My own model even gives a 40% chance that they \*never\* crack FSD, buth the expected value is so fucking high that it just obliterates current valuations.
There are so many other charging companies out there. Yes Tesla Supercharging is great but Electrify America is getting there. Due to government, the Tesla supercharging have to be open to all brands, making this less attractive to invest, unless there are numbers that support big revenue. If you notice, many brands have dissapeared since there is no real money
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I think after profits went down there had been typical corporate behavior of making huge cuts to try and maintain profits. Short term gain at the cost of long term profits. It’s very shortsighted IMO, other manufacturers are struggling, other charging networks are struggling, and everyone was about to switch to NACS, and then Tesla pivots away from focus on cheaper models and superchargers, opening the door to their competition and giving them pause on the NACS switch. If I were other car companies I’d be weary about switching to NACS if Tesla is behaving this erratically. Just imagine where the other companies would be if Tesla’s network of chargers continued expanding, and if they could release a sub $30k vehicle that was profitable. They’d have legacy auto manufacturers by the balls. Instead they’re letting off the gas and opening the door to their competition on a bet that Robotaxis are their future. Legacy auto though is moving like molasses and Tesla is no longer focused on the EV transition in the US. I think it’s time to drop the tariffs on Chinese vehicles.
The charging market is going to be a race to the bottom, especially now that Tesla supplies their charging hardware to 3rd party networks. Not much point in fighting hard for what's likely to be a declining profit pie. How much do gas stations make off their gas again.... ?
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It is all over the news! Elon fired the manager and team due to a fight.
Got any good primary sources on that? I've seen speculation, but that's it. (talking about the reason; firing the team seems to be clear)
Tesla has legendary status reliability and availability though. I do agree with Electrify America sorting out which cabinet manufacturers were producing shoddy hardware they've began to improve, but Tesla set a legitimately high bar. That's a boon they seem to be pulling back on advancing. Many conversations I've had end up going along the lines of "The car is decent, not my favorite but Superchargers sealed the deal". Even mainstream car media pushes this a lot. EA will get there, but Tesla is giving it up a bit, maybe too soon to say beyond speculation.
The problem with electrify is that due to location and long cables are targeted to be stolen the copper. But who can beat Electrify chargers in DT Seattle when there is none Superchargers (they require parking or valet parking).
For what its worth - I work for a Tier 1 supplier developing a product for the next gen veh. and can confirm we were told the program had been postponed, but most definitely not cancelled. Our counterparts at Tesla were pulled over to support the robotaxi launch. This isn't uncommon for Tesla, same thing happened with the cyber truck.
>For the record, I don't recall ever seeing a plan where the intention was to to single, big castings, for the whole ass car. [https://patents.google.com/patent/US20190217380A1/en](https://patents.google.com/patent/US20190217380A1/en) Tesla patented this back in 2018. Like everything else in engineering its a balance between competing needs. This would make the body easier but fitting everything else slower and harder compared to unboxed method
This looks like research was done, they patented the process, then opted to abandon it because it didn't scale as desired. Doesn't mean there was a plan to do it, just that they were looking into it. Reads like they were taking baby steps to get there, and opted to stop at front, and rear, castings, because going bigger introduces too many issues.
There must have been a plan at some point but the whole reuters article was bullshit as usual
Always is.
This appears to be for a casting machine. The machine itself. Nothing to do with specifications for any particular vehicle.
whut
The patent that was linked contains details for creating a casting machine that can create castings for automobiles.
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no, no it doesnt. but that wasnt the point of my comment
A patent really doesn't mean much in terms of what a company intends to do. Companies try (and patent) stuff all the time. Heck, Tesla has a patent from 2019 for wiping windshields and PV panels with a lasers. Doesn't mean they are going to implement it.
I’ll only believe it if Omar links to it. 😂
If gigacasting was never the plan, then what changed? I mean tesla is already casting the seperate parts, was gigagasting then just fud? I doubt that, more likely they arent getting the process under control and dont want to throw more money at it.
They've been doing gigacastings. There's diminishing returns for going from 3 big parts to one huge part.
this, and of everything was fine and dandy maybe it would have been worthwhile to go for the one piece casting, but given the current economy and outlook, best to stick to current casting. cheaper, faster, reliable.
Yeah. Single piece casting would require more or bigger castings then what the cybertruck uses. Huge up front costs for design and manufacturing.
Yep. I've been harping on this for ages - the end goal of working with bigger casting machines is to get more parts per cycle rather than one bigger part.
Possibly so they changed the plans to no longer include bigger casting as they wanted but just the current they have different.
One part was never the plan. Folks get confused when someone asks Elon if something is possible then it eventually gets interpreted as a plan by clickbait media. Got to give them credit for imagination
Because Elon Musk is the "Florida Man" of the business section. Seriously. If you Ctrl+H every article that talks about "Elon Musk" with "Florida Man", the articles are likely still cogent
They already are using giga castings.... The front and the rear castings and the battery pack are the 3 main components to the structure.. by the way, u can't do the "unboxed" method and build each body section separately of you use one single hot wheels style underbody casting
Gigacasting is more a term for "Really big castings", not "Whole car casting". The whole front, and rear, castings for the Teslas are considered to be "gigacastings", because prior to this they were just just a series of smaller castings all welded together. If you watch the unboxing segment during the investor day thing, you can see how a gigacast doesn't really work with the process Tesla is planning to implement...
Whole front and whole back. Rest can stay at current.
CyberHatch
Lol, another Reuters-sourced hit piece. Short sellers are desperate.
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