He said the Model S aspires to be the first mass-produced highway-capable electric car, historic if they fulfill that.
"this will be the first mass-produced highway capable electric car"
While talking about the future being decided by AI, robots, and rockets, he said civilization will need more energy, primarily solar, and that he is increasing solar dramatically: putting together 200 gigawatts a year of solar production capacity in the US, which he thinks is much more than currently exists.
"this will be the first mass-produced highway capable electric car"
"the overarching uh point of Tesla is to accelerate the electric car Revolution"
"even if 100% of the electricity comes from coal, the Tesla Roadster, which is a sports car, produces less CO2 per mile than a Toyota Prius."
"a catalyst for accelerating the electric car revolution"
"I'm extremely confident that solar will be at least a plurality of power"
"the biggest problem that humanity faces is one of sustainable energy"
"the Tesla Advanced the Advent of sustainable transport by something like a decade"
"we will generate uh more energy from solar power than from any other source"
"the reason for for Tesla was to uh show that it actually is possible to create a compelling electric car"
"The most important thing that needs to happen is the transition of transportation to electric."
"I think sustainable production, consumption of energy is the most important terrestrial problem that we face in the 21st century."
"why I originally came to Stanford was to work on advanced energy storage"
"mark my words solar will be the single largest producer of energy in the UK long term"
"you can drive for free forever on pure sunlight"
"SolarCity is about sustainable energy creation, whereas Tesla is about sustainable energy consumption"
"the biggest impact that Tesla will have is not the cars that we make ourselves, but the fact that we show that you can make compelling electric cars that people really want to buy"
"I don't have any fundamental dislike of, of hydrocarbons."
"you need like 200 gigafactories just for new car production"
"everything will go fully electric, except for rockets with ironic"
"all transport with the ironic exception of rockets will go fully electric"
"So what I'm going to talk about tonight is about a fundamental transformation of how the world works, about how energy is delivered across Earth."
"you have a complete solution for the future"
"Well, I think the most important thing we need to solve this century is sustainable energy."
"And I feel quite strongly that solar power will be the single largest source of electricity generation by the midpoint of the century."
"dumbest experiment in history by far"
"it is a certainty that we will move to a sustainable energy economy"
"all transport to go fully electric over time with the ironic exception of rockets"
"So it is inevitable that we will exit the fossil fuel era because at a certain point we will simply run out of carbon to mine and burn."
"makes the transition to sustainable energy more difficult"
"accelerate the Advent of sustainable transport"
"accelerate the advent of sustainable energy"
"I think the tide of history very strongly supports will be a sustainable energy future, primarily solar and virtually entirely electric vehicles."
"Then combine that with stationary storage and electric vehicle and you have a complete solution to a sustainable energy future."
"ultimately all, you know, all forms of terrestrial transport will go electric."
"So all battery packs will be recycled"
"You really need to make solar panels as appealing as, as electric cars have become."
"And if you have solar on your, your, on your house, you can power it indefinitely."
"So the advantage of solar and batteries is that you can avoid building electricity plants at all."
"almost all houses will have a solar roof"
"I think eventually almost all houses will have a solar roof"
"it will be unusual to have a roof that does not have solar"
"And so what we created here, I think is something that's going to be incredibly revolutionary, where it's beautiful."
"Even the gigafactory or the gigafactories that make these products will be powered by sustainable energy."
"if we can accelerate sustainable energy by 10 years I would consider that to be a great success"
"probably in 10 years more than a half of uh new vehicle um production is Electric in the United States"
"all transport with the ironic exception of rockets will go fully electric"
"So just as you can power a big satellite purely with solar and a battery, you can power Earth purely with solar and a battery."
"And we actually insisted in doing the contract that we be held to the 100 days or it's free."
"Australia is really perfect for for solar power"
"It matters whether we make the transition to sustainable energy in 5 years, 10 20 years, it really is going to make a difference."
"The reason we want to work as hard as we possibly could and get as much done as possible was to show that it's not just talk, it's reality."
"Tesla batteries are currently live & delivering power at 662 locations in Puerto Rico. Team is working 24/7 to activate several hundred more."
"South Australia took a chance on doing the world's biggest battery and it's worked out really well."
"Singapore has enough land area to generate most of its electricity from the sun. Solar energy is more than most people realize. 250MW per sq km at current commercial efficiency solar panels."
"Very early on, we had the ability to use the car as a battery outputting power. Maybe worth revisiting that."
"we had to have sustainable energy"
"humans will solve environmental sustainability"
"It's really going to be a choice of do you want a roof that is alive with power or dead without?"
"We got to scale battery production to crazy levels that people cannot even fathom today. That's the real problem."
"this will be a major product line of Tesla and the Buffalo factory is doing great."
"at Tesla we just uh open sourced our patents uh some years ago"
"I'm confident that let's say within the next, I don't know, year, maybe even by end of year, we should be installing at a rate of 1,000 a week"
"internally we want to have at least 1,000 solar roof install teams"
"you could also get a powerwall and have energy independence and be your own utility."
"so there's like three elements of the sustainable energy future."
"battery and solar will both be enormous and they kind of have to be in order for us to have a sustainable future."
"roughly 10 terawatt hours a year of battery production to transition the global fleet of vehicles to electric"
"roughly 20 to 25 terawatt hours per year sustained for 15 to 25 years to transition the world to renewable"
"in the future, we'll be talking in terms of terawatt hours"
"there's potential for an integrated home system that kind of does power generation, storage, heating, cooling, air filtration, you know, water purification in a really tight package."
"batteries that cost half as much and where the capital expenditures required are a third or less of what they are today."
"the fundamental impediment to progress with batteries is the cost"
"So we need to scale dramatically electric vehicles."
"But I think primarily solar will be the main source of energy of sustainable energy and energy in general."
"Because over time we think the demand for stationary storage is going to be at least as high the demand for vehicles."
"the combination of of solar plus battery will can completely solve all of of Earth's energy needs"
"the 20 million by 2030 is an aspiration not a promise"
"And if you have those three pillars, you have a fully sustainable future."
"the demand for lithium ion batteries is quasi infinite and will be for quite some time."
"if you have those three things, you can convert all of Earth to a fully sustainable situation many times over actually."
"Wind & solar, combined with batteries, will solve sustainable energy for Earth"
"Over time, we expect Giga Nevada to be almost entirely solar-powered"
"Absolutely. The amount of solar energy reaching Earth could easily power a civilization 100X times our size!"
"Earth is almost entirely solar-powered already. Without the sun, we’d just be a dark ice ball with some chemotrophic bacteria."
"Earth can and will move to a sustainable energy economy and will do so in your lifetime."
"with a pretty, really a remarkably small amount of Earth's land area, we can go fully sustainable."
"And if you have enough rooftop solar, you can go off grid for most of year in high latitudes & whole year in low latitudes"
"And if you have enough rooftop solar, you can go off grid for most of year in high latitudes & whole year in low latitudes"
"the choke point is much more on refining capacity than it is on mining. Lithium is actually very common throughout the world"
"Can someone please, instead of making a picture sharing app, please refine lithium mining and refining heavy industry? Come on."
"the stationary storage growth actually will significantly exceed the vehicle growth."
"We'll have by far the most lithium refining capability and the most cathode refining capability in North America."
"10% of the world economy is a small price to pay for a sustainable energy future."
"it's going to be something nutty like a terawatt per person"
"Indeed, many parts of the world are reaching high peak levels of renewable energy production! Due to the obviously intermittent nature of wind and solar power, the limiting factor for renewable energy growth is increasingly stationary battery packs at utility scale."
"Electric transportation and solar/wind electricity generation will have a tectonic effect on the geopolitical power balance"
"the climate change alarm is somewhat overblown in the short term"
"Teslas can charge from solar panels even if the world goes fully Mad Max and there is no more gasoline!"
"Earth already receives about the same energy from the Sun in an hour than humanity consumes in a year. Solar panels just need to catch a tiny amount of it to power our entire civilization!"
"Hydrocarbons are such a puny source of energy compared to solar (aka free fusion reactor in the sky)"
"Seriously, what an idiot! All that actually matters is how many billions of tons of carbon are moved from underground to the atmosphere. Everything else is immaterial. Solve sustainable energy on the surface (solar/wind/nuclear/geothermal) and you solve it all."
"Long-term, solar & wind with batteries wins, but mostly solar, as it crushes everything at 1GW/km^2. The Sahara alone could power Earth several times over. A corner of Utah or Texas could power all of North America, including Canada and Mexico."
"For a country at high latitude, like Sweden, fission makes more sense than (indirect) fusion (aka solar). Solar starts to make sense below 60 degrees latitude and is compelling around ~53 from the equator."
"He’s right in the short-term, wrong in the long-term. It will take a massive amount of carbon transferred from deep underground to the surface cycle to change the surface chemistry. Nothing else matters, so we should leave the farmers and cows alone and generally stop freaking out about climate change. Moving gradually towards sustainable energy generation (solar & wind) and consumption (electric transport) is fine. No need to panic."
"I think people don't understand just how much demand there will be for grid storage."
"in order for a grid to not have blackouts, it must be able to support the load at the worst minute of the worst day of the year"
"I don't think we should vilify the oil and gas industry"
"solar is is going to be a majority of of Earth's uh energy generation uh in the future"
"Solar roofs that generate energy and look good too!"
"It won't be long before we're shipping 100 gigawatt hours a year stationary storage at Tesla."
"If you're not at the terawatt scale, you, you're not really moving the needle."
"We actually have enough of the raw materials to protect all of human civilization, make it fully sustainable."
"we showed in that master plan that it is possible to take all of Earth to a fully sustainable energy situation"
"Congratulations Tesla Powerwall team! These will make a big difference around the world. With a Powerwall, your home or business has guaranteed continuous power during utility blackouts or brownouts. Add solar to your roof and/or nearby ground and you can operate off grid. Add Starlink and you can operate your home with no wires at all!"
"Solar power will be the vast majority of power generation in the future"
"I’ve always felt that the climate predictions were too pessimistic and bound to backfire. Extreme environmentalists can’t say ridiculous things like the world is doomed in 5 years, because 5 years goes by, the world is ok and they lose credibility. If we transition to primarily sustainable energy consumption (electric transport and heating) and production (mostly solar and fission) within 20 years or so, which is currently trending to happen, the world will be fine imo."
"the demand for total gigawatt hours of batteries, whether mobile or stationary, that will grow in a very, very big way over time."
"Essentially all energy will be solar long-term"
"eventually it might be like 90% or more of all power on Earth will be solar panels with batteries"
"If the power plants could operate at peak power for all 24 hours, as opposed to being at half power, sometimes a quarter power at night, then you could double the energy output of existing power plants."
"we expect the stationary energy storage business to scale ultimately to terawatts per year."
"Enables utility companies to output far more total energy than would otherwise be the case."
"You'd want abundance rule in a way that's sustainable, it's good for the environment."
"this is a massive unlock on total energy output of any given grid over the course of a year."
"Solar will obviously be over a billion times more energy than everything else combined"
"Very few people realize that Europe’s entire electricity needs can be met with solar panels covering an area less than the size of the island of Sicily! Battery packs can cover the energy needed during the night."
"Just being able to run power plants at max output 24 hours a day and store the excess energy in battery packs would more than double total energy produced per year."
"Solar is ~100% of energy long-term"
"Solar power is so obviously the future for anyone who can do elementary math"
"I agree, but there’s a lot of empty desert that could have solar!"
"Yes. A massive strategic error is being made right now to damage solar/battery that will leave America extremely vulnerable in the future."
"So many dumb replies to your post. Your point is that putting solar merely on a small part of the deserts of Earth would power all the AI chips we could conceivably make."
"To be clear, I mean solar+batteries, not just solar. The entire Starlink constellation of over 7000 satellites, which go through Earth shadow many times per day, are just powered by solar+batteries. And Earth is just a giant satellite."
"True. Simple math. Even a patch of Spain could power all of Europe with solar."
"Solar is the only option that scales"
"😉 Still small fry at 1GW. For serious power in the 100GW continuous range (~1/5 of USA average power consumption), it probably needs to be solar/battery powered. At 1TW+, solar/battery is the only realistic option."
"Batteries. US grid is capable of 1TW steady state, but average usage is ~0.5TW. Run the power plants at night to charge up the packs and then discharge packs during the day to power AI."
"A large solar-powered AI satellite constellation would be able to prevent global warming by making tiny adjustments in how much solar energy reached Earth"
"A vast array of solar-powered AI satellites would be able to provide precise amounts shade to keep Earth at the exact right temperature"
"If it turns out that heating is better, redirecting just a small amount of solar energy to Earth would solve that too"
"Megapack will carry a lot of the world’s load in energy, as it allows power plants to run continuously."
"Solar electricity will become by far the biggest source of power for civilization"
"The Sun is an enormous, free fusion reactor in the sky. It is super dumb to make tiny fusion reactors on Earth. Even if you burned 4 Jupiters, the Sun would still round up to 100% of all power that will ever be produced in the solar system!! Stop wasting money on puny little reactors, unless actively acknowledging that they are just there for your pet science project jfc."
"The Sun is an enormous, free fusion reactor in the sky. It is super dumb to make tiny fusion reactors on Earth."
"There are vast areas of bleak, empty desert in the US, where adding solar would at least provide some shade for the lizards"
"all other energy sources are like uh cavemen throwing some twigs into a fire"
"Solar is not A source of energy, it is THE source of energy"
"Reactors aren’t needed, just solar power and batteries"
"Solar will utterly dominate future electricity production"
"the solar battery combination will be how the vast majority of energy in the world is produced in the future"
"China’s biggest growth in electricity has come from solar, which has by far the highest potential. That said, I am not against using natural gas power as a bridge to solar and even using it long-term to some degree to help with the dip in solar power during the deep winter months."
"we're putting together 200 gawatts a year of production capacity of solar in in the US which is much more than I think currently exists."
"We are increasing production of Megapacks as much as possible"