Elon Musk says 'we dug our own grave' with the Cybertruck as he warns Tesla faces enormous production challenges::Tesla CEO Elon Musk said Wednesday that the Cybertruck's unique design means the company faces immense challenges in scaling production.

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[–] 22 points 2 years ago* (1 child)

I did say "to them"

800v isn't new either, others use it

Edit: stainless steel aside, I have a suspicion that the 48v stuff will cause the most problems. That seems like a lot of suppliers where 1 problem halts the line.

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  • [–] 6 points 2 years ago (2 children)

    In telecommunications at least, -48V is the standard. It will still be a massive issue but not impossible for suppliers to adapt (with delays). The biggest problem I see is the high cost associated with such low demand, unless more manufacturers start switching over.

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  • [+] 2 points 2 years ago (1 child)
  • [–] 1 point 2 years ago* (1 child)

    AFAIK Tesla is the first mass auto manufacturer going 100% 48v.

    Others have a hybrid approach

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  • [+] 2 points 2 years ago (1 child)
  • [–] 1 point 2 years ago*

    The biggest problem I see is the high cost associated with such low demand, unless more manufacturers start switching over.

    That will be a big issue. I think the entire industry will switch, but it's not going to be immediate.

    Once the CT is fully ramped, they'll probably start to see some of those costs come down a little, but 250k a year pales in comparison to the whole industry using something.

    Teslas Gen 3 platform will add to that scale and help too, but it'll still be smaller than the industry.

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