Tesla is on the brink of a significant milestone, with its Cybertruck delivery event set for November 30. This event is drawing parallels to a pivotal moment in car design history, specifically to the work of Giorgetto Giugiaro, an 85-year-old Italian legend in the automotive world. Giugiaro's influential designs include the Lotus Esprit, BMW M1, and the iconic DeLorean DMC-12, made famous by Back to the Future.
Giugiaro's Insights on Tesla's Design Choices
Giugiaro shared his perspective on Tesla's bold design choices in an email exchange with NPR. "When you step outside the norms, it's almost always seen as a provocation. It happens in all fields, from furniture to cooking, etc. Everyone wants to distinguish themselves; it's a market necessity," Giugiaro stated. His insight underscores the importance of innovation in a competitive market, a philosophy that Tesla seems to have embraced with the Cybertruck. Giugiaro further added, "The Cybertruck will surely be successful; I'm sure of it. I'm convinced it will find its admirers."
The Cybertruck's journey echoes the DeLorean's experience from the 1980s. Both vehicles faced skepticism and criticism for their unconventional designs, particularly for their angular shapes and the propensity of their stainless steel bodies to showcase smudges and fingerprints. Despite these criticisms, the DeLorean DMC-12 carved a unique niche, symbolizing automotive innovation and pop culture fame.
The 'Origami' Influence and Cybertruck's Design
Giugiaro's design philosophy, which he refers to as "origami," has significantly influenced the Cybertruck (Cybertruck dimensions). This style, characterized by sharp, straight lines and wedge shapes, was a radical departure from traditional automotive design when it first appeared in the 1970s.
This approach, reminiscent of modern architectural elements, was pioneered by Giugiaro in the 1970s and became a hallmark of his design aesthetic. The Maserati Boomerang concept car and the Volkswagen Golf Mk1 are prime examples of this style, reflecting the influence of Japanese origami in automotive design." The Cybertruck's design, with its sharp angles and distinct silhouette, echoes this philosophy.
Parallels Between Cybertruck and DeLorean
The Cybertruck, much like the DeLorean, has faced its share of critiques. Issues like misaligned stainless steel panels and questionable interior choices have been reported, mirroring the challenges the DMC-12 encountered decades ago. The DeLorean was criticized for its stainless steel body that showed every fingerprint and required constant cleaning, as well as for the quality of its construction, with reports of doors that didn't fit properly and interior components that frequently fell off.
Despite these challenges, the DeLorean DMC-12 achieved iconic status, partly due to its feature in "Back to the Future," the public's fascination with John DeLorean's personal story, and Giugiaro's reputation as one of the most influential car designers of the 20th century. This history serves as a reminder that initial public reception doesn't always indicate a design's ultimate place in history.
Giugiaro's perspective on the Cybertruck is neutral yet optimistic. "I don't want to judge the Cybertruck as beautiful or ugly. It certainly has its admirers who want a vehicle to stand out." This sentiment echoes the broader theme in automotive design and innovation: groundbreaking designs often face initial skepticism but can ultimately redefine the aesthetic norms of their era.
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The greatly anticipated FSD v12.4 is around the corner, with Elon Musk mentioning that it will be going to employees this weekend, with limited external testers next week.
Several significant improvements are coming with V12.4, which is being compared to the leap in performance that was previously seen between V12 and V11.
Improved Comfort and Reduced Interventions
There are quite a few improvements expected with V12.4, which Musk has said will be focused on user comfort by reducing hard accelerations and sudden braking. According to Musk, FSD v12.4 is also expected to have a 5-10x improvement in time between user interventions, which means that Tesla is rapidly approaching its goal for the Robotaxi announcement on August 8, 2024.
Steering Wheel Nag Removal
FSD V12.4 is expected to eliminate the steering wheel nag, as Musk confirmed its removal last week. The camera-based driver monitoring system will be taking over, providing a hands-free experience. These improvements will most likely benefit owners who have cabin cameras with infrared lights the most, while Tesla may continue to use steering wheel nag as a fallback mechanism.
Driverless Autopark
The second key feature that may be included in v12.4 will be Banish Autopark, previously known as Reverse Summon, allowing you to choose a parking spot, exit the vehicle and have the car park itself. Whether this feature makes it in v12.4 is yet to be seen, but Musk has mentioned that parking without a driver is coming soon.
Automatically Seek Parking Spot at Destination
Finally, your Tesla will now traverse a parking lot and automatically enter Autopark mode when arriving at a destination, according to a post from Musk.
Eligibility and Branch
Tesla recently added FSD v12.3.6 to the 2024.14 branch with updates 2024.14.5 and 2024.14.6. This makes it very likely that Tesla’s next FSD version will also be based on 2024.14, meaning that it will be available to any vehicle on 2024.14.x.
For users on update 2024.3.25, this means that they’ll receive all of the features included in updates 2024.8 and 2024.14, which should make it a massive update.
Release Date
Musk has mentioned that FSD V12.4 is going out to employee vehicles for internal testing this weekend, with external testing starting next week. The rollouts typically go slower than predicted but looks like we may see this begin shipping to customers by the end of the month.
Today, as part of a broader change of tariff rates on Chinese goods, U.S. President Joe Biden announced that he’ll raise tariffs on electric vehicles imported from China, increasing the rate from 25% to 100%, effective this year.
This increase won’t just impact the import of vehicles, but also the rate for lithium-ion batteries produced in China, which will be moving from 7.5% to 25%.
Impact on Competition
The immediate impact of this new regulation is significant for Chinese manufacturers, who have been regarded as Tesla’s largest and greatest competition. Given the tariff hike, this means that new Chinese manufacturers, such as Nio, XPeng, or BYD, will either need to set up production in North America, or be subject to the increased import tariff.
Nio’s vehicles cost between $40,000 USD to $70,000 USD in China based on today’s conversion rates, and with an import tariff of 100%, an imported vehicle’s price would be doubled to $80,000 USD to $140,000 USD, not including other fees. Chinese manufacturers will have to closely weigh the advantages and disadvantages of opening up the North American market, with challenges including vehicle homologation, new tariffs, and a difficult EV market.
Tesla and Chinese Tariffs
Elon Musk recently visited China, engaging with officials to build a foundation for what is currently the world’s largest electric vehicle market. With the potential import of Chinese EVs becoming restricted to the United States, this places Tesla in an advantageous position over its Chinese competitors who have yet to establish their brands in North America.
On the other hand, this could also impact Tesla, as they import Chinese batteries for usage in some vehicles in the United States.
Tesla does not import Gigafactory Shanghai vehicles to the US, but has been increasing North American battery production lately, with expansions in Lathrop, California and a new facility in Sparks, Nevada.
Canadian Tariffs
In Canada, the Model 3 and Model Y are currently being imported from Gigafactory Shanghai. Given Canada’s close following of US foreign policy, this could impact either the prices of Tesla vehicles in Canada or have Tesla shipping vehicles from Fremont and Texas to the United States once again, should Canada also adopt a similar tariff policy.
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