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Energy Gang

Elon Musk's Master Plan for Tesla

Energy Gang

Wood Mackenzie

Tech News, Environment, Sustainability, Innovation, Renewable Energy, Technology, Alternative Energy, Energy, News, Cleantech, Wind Energy, Business, Climate Change, Solar Energy

4.61.3K Ratings

🗓️ 27 July 2016

⏱️ 47 minutes

🧾️ Download transcript

Summary

Last week, Tesla Motors dropped “motors” from its name, and is now calling itself just Tesla. This is an indication that the electric car company is thinking about much more than cars. And Elon Musk went way beyond indicating a shift – he explicitly spelled it out in his new master plan, published last Thursday. His first master plan, published in 2006, described the company we know today: build an expensive electric car, improve manufacturing, build a less expensive car, grow manufacturing, and finally build a mass market EV. While Tesla hasn’t always hit Musk’s ambitious timeframes, it is on a path to achieving his original vision. Part two is much more ambitious. It includes building a seamless solar-plus-storage offering, dominating grid-scale storage, revolutionizing busses and tractor trailers, and making shared fleets of autonomous vehicles available to all. As Musk described in his post: “Starting a car company is idiotic and an electric car company is idiocy squared.” So is his latest plan idiocy cubed? Or the right amount of Muskian ambition at just the right time? In this week's podcast, we dissect the plan. Then, we'll discuss energy in campaign politics. We’ll look at Hillary Clinton’s pick of Tim Kaine for vice president, and examine Donald Trump’s relationship with fracking tycoon Harold Hamm. Finally, we’ll take the pulse of regulators, who debated how to grapple with distributed resources at a big meeting this week. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Transcript

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0:00.0

The Energy Gang is brought to you by Solar Edge, a global provider of solar inverters and solar panel

0:06.2

optimization electronics. Solar Edge is a leader of the DC optimizer market, a leading supplier

0:11.5

of inverters to the US residential market, and a top five supplier

0:15.0

to the U.S. commercial market.

0:17.1

The company is active in over 91 countries, having shipped over 11 million power

0:21.3

optimizers and over 450,000 inverters. To find out more about

0:25.7

solar edges inverters and optimizers, visit Solar Edge.com.

0:30.0

From Green Tech Media, this is the Energy Gang, a weekly digest on energy, clean tech and the environment.

0:40.0

I'm Stephen Lacy. Ten years ago, Elon Musk outlined his plan to change the car business.

0:51.9

Now he's out with another manifesto on how to upend not just

0:54.8

car manufacturing, but the very concept of mobility and the fabric of our energy system. We will

1:00.4

discuss. Then it's energy and campaign politics, we'll look at Hillary Clinton's pick of Tim

1:05.4

Kane and examine Donald Trump's relationship with fracking tycoon Harold Ham.

1:10.0

Finally, we'll take the pulse of regulators who debated how to grapple with distributed resources at a big meeting this week.

1:17.0

Welcome to the Meeting of the Minds.

1:19.0

My brain trust, Catherine Hamilton and Jigger Shaw are with me as usual.

1:23.4

Catherine's in Washington DC, fresh from a trip down to Nashville.

1:28.0

Hey, Catherine.

1:29.0

Yeah, Music City, great place.

1:31.0

Oh, yeah.

1:32.0

And we'll hear about your trip. I'm sure that the conversations you had in the

1:36.4

regulatory sphere may not have been as exciting as the music you listen to but exciting

...

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