Supply chain issues brought on by the pandemic have been particularly challenging for the automotive sector. A global chip shortage among an onslaught of supply chain obstacles have adversely affected the entire industry. Tesla’s vertically integrated strategy proved to be very advantageous when facing these supply chain challenges.
Tesla’s insistence on vertical integration used to be one of the main reasons the company struggled to become profitable and reach volume production. Now, it has allowed the company to scale rapidly while the broader automotive industry is down amidst a supply chain disaster.
The conventional automotive business model has traditionally concentrated on design and final assembly while largely outsourcing to suppliers. This strategy left them extremely vulnerable to supply chain turmoil.
In the past, automakers outsourced as much as possible and mainly focused on supply chain management. In the short term, this strategy reduced production costs but in the long term, legacy automakers lost the ability to adapt, innovate and advance technology.
Automotive manufacturing has typically relied on third party suppliers which has led to supply chain contingency and reliance on external companies. This business model has been successful for a long time due to the maturity of the internal combustion engine and a lack of need for innovation.
Tesla recognized the stagnant supply chain of the automotive industry and revolutionized it by adopting a vertically integrated strategy.
Tesla is a chain of startups
In recent years, Tesla has defied the conventional business model, reducing supply chain needs and reliance on other companies.
Tesla has vertically integrated many production steps, from battery production to electric powertrain production and self-driving software. According to Tesla CEO Elon Musk, Tesla is a “chain of startups.”
This strategy allowed Tesla to avoid shortages of batteries, which have hindered legacy automakers from reaching volume production of electric cars. Before legacy automakers began investing in electric vehicle manufacturing, Tesla partnered with Panasonic to build its first gigafactory to produce batteries. Now, the gigafactory ensures a reliable supply of batteries.
Lucid Motors, a newer EV automaker, has also adopted a more vertically integrated business model. CEO Peter Rawlinson says that gives them a huge advantage in the modern EV technology race.
In an interview, Rawlinson stated, “The electric powertrain cannot be bought off the shelf at a world-class standard, it is not a commodity. This is a technology race and the market doesn’t see it yet.”
Tesla’s in-house software development is perhaps their biggest advantage over its competitors. As a Silicon Valley born company, Tesla has never outsourced their software. They have instead developed a proprietary self-driving software that is improved by collecting data from Tesla’s network of over one million beta testers.
Ford CEO Jim Farley emphasized the company’s need to move away from the “catalog engineering” business model at a conference earlier this year, saying “The most important thing is we vertically integrate.”
Tesla is potentially going a step further to vertically integrate their supply chain. In light of the skyrocketing prices of lithium, Tesla may plan to get into the lithium mining and refining business. Tesla is considering mining some of its own raw materials for the same reasons that they developed their own batteries, produced their own electric motors and built their own computer chip and software for autonomous driving.
Tesla’s pace of innovation and lead in the industry has become clear as the traditional business model of outsourcing components and software to cut production costs is quickly becoming outdated.
Tesla is expected to support external storage devices in an upcoming software update, according to Tesla hacker @greentheonly.
Teslas already support an external drive for storing dashcam and Sentry Mode footage, as well as local music files. It looks like Tesla may soon support games on an external drive as well.
This news comes on the heels of Elon Musk saying that Tesla is working on making Steam games playable in the car and will show a demo of their progress this month.
Tesla’s internal hard drive is divided into several partitions, one of which is allocated solely for Tesla Arcade.
The size of the internal drive on a Tesla varies by model and MCU version. The smallest drive comes with MCU 1 at 8GB with an added SD card that is utilized for maps, however, not many games are supported for MCU 1 vehicles and Steam games are not expected to be available for MCU 1 vehicles.
Teslas equipped with MCU 2 include a 64GB drive and would likely benefit most from an external drive, as MCU 3 vehicles include much larger drives (up to 256GB NVMe drives, depending on the model and year).
According to Green, the ability to use external storage isn’t user-facing yet, and it’s not clear whether it’d be available for all vehicles.
Most USB ports in a Tesla are USB 2, which is only capable of transferring speeds of up to 60MB/s, which is slower than most portable hard drives available today. The only USB 3 port available is in the glove box, but it’s only available on newer Teslas.
It’s not clear whether Tesla would require a USB 3 port for external storage, as that would provide the best experience when loading content off the USB drive.
@Greentheonly also mentioned that games will be able to be installed and deleted by the user, which will be critical when you’re managing a large library of games. Theora and VPX codecs will be added as well. Theora and VPX are video compression methods that could allow a larger variety of content available in Teslas.
Looks like recommended tire pressure would be shown in the car status card (either already or sometime soon)
"extended storage" on usb3 drives alongside dashcam is being added. This is in addition to installable/removable arcade games (not yet user facing I think)
Unfortunately, MCU 2 do not appear to be upgradeable to MCU 3, due to “totally different power and other harness and thickness of the unit,” according to @Greentheonly.
Tesla’s newer and more powerful AMD Ryzen-powered processor is showing a significant increase in performance across the board. The web browser and video streaming services like Netflix and YouTube are much more responsive.
Tesla’s most recent software updates have included significant improvements and new features, including energy prediction improvements, seat belt system enhancements, adaptive suspension adjustments when approaching rough roads, and the green traffic light chime for non-FSD vehicles, among others.
Elon Musk shook the Tesla community through one simple tweet: “FSD Beta 10.69 drops on 8/20”.
He followed up the Full Self Driving announcement tweet with another one stating: this release will be big. Just days earlier, the CEO promised Tesla shareholders at the 2022 Annual Meeting FSD would be available to the public this year.
FSD Beta 10.69 drops on 8/20
He told shareholders that the next update is so incredible that it may need a different name. “10.13, we have been working on it for a while and what has happened is that we’ve made some pretty significant architectural improvements. So, it is really more than 10.12 to 10.13 release. It might, I don’t want to speak too soon, but it might qualify for 10.69. It has to earn that, obviously!”
Musk said the FSD team has been working seven days a week and there have been some major improvements to complex left turns, including Chuck’s Turn. But also dramatic breakthroughs in artificial intelligence. “We’re solving a very important part of AI and one that can ultimately save millions of lives. And prevent 10 of millions of serious injuries by driving just an order of magnitude safer than people.”
This announcement is after the California Department of Motor Vehicles filed two complaints with the state’s Office of Administrative Hearings stating that Telsa is deceiving owners with FSD and Autopilot. CNBC reported that the filings state, “these ‘Autopilot’ and ‘Full Self-Driving Capability’ labels and descriptions represent that vehicles equipped with the ADAS features will operate as an autonomous vehicle, but vehicles equipped with those ADAS features could not at the time of those advertisements, and cannot now, operate as autonomous vehicles.”
The DMV wants the company to better educate Tesla drivers about the capabilities of these programs. Tesla has 15 days to respond. The filings went to the office on July 28. The National Highway Traffic Safety Administration is also conducting at least 37 crash investigations that it is believed some form of ADAS was in use at the time of the collision.
Musk told shareholders that FSD Beta has logged more than 40 million miles and expects more than 100 million by the end of the year. He also reported on his experience, “It’s working well for me.” He added that FSD Beta will be available to anyone who requests it by year-end.
We know quite a bit about FSD Beta 10.13 already. In fact, we recently received the full FSD Beta 10.13 release notes for the update. What we don’t know is how much of an improvement FSD Beta 10.69 is over beta 10.13.
We largely expect beta 10.69 to be bug fixes on top of the internally released beta 10.13, but it’s always possible that we may see some additions to the release notes. FSD Beta 10.13 was based on Tesla’s 2022.16 update, which is getting a little long in the tooth, but that’s unlikely to change with beta 10.69.
Hopefully Tesla has a quick followup to 10.69 that is based off the latest public update, 2022.24.
FSD Beta 10.13 has an improved vehicle path which appears to show the vehicle’s intended path in the visualizations as far out as possible. It’s also expected to be a big improvement with roundabouts.
Elon has previously said that Tesla is working on navigating without map data and even without GPS, but it looks like that is still a work in progress.
View the release notes for the upcoming version 2022.24.1.
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View all known voice commands for your Tesla.
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