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Zeekr 001 FR Cuts EV Charging to 11 Minutes · Elon Musk Podcast

• 0:01
  Hey everybody. Welcome back to the Elon Musk
• 0:04
  Podcast. This is a show where we discuss
• 0:07
  the critical crossroads. That shape SpaceX.
• 0:09
  Tesla X, The Boring Company and Neurolink.
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  I'm your host, Will Walden Zeeker.
• 0:17
  Has just delivered the first production EV that can add 310
• 0:21
  miles of range in about 11 1/2 minutes.
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  Does the 2025 Zeeker 001 Fr and it is not a prototype.
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  This is a real thing and it's on sale in China right now.
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  It's powered by CATL with cattle, new Quillin battery,
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  QILIN if you're not familiar, and an 800 Volt architecture
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  that raises the bar for how fast any EV can charge if it's
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  equipped with this stuff. So how long before Western
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  Automaker's Tesla in particular, are they going to be able to
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  match this kind of speed anytime soon?
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  We don't know. We don't know the I'm sure
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  Tesla's working on something similar, but we have no
• 1:02
  information about it. So let's talk about this.
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  Zeker, OK, Geely is a umbrella company.
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  Zeker is their premium EV brand, and they claim that the 001 Fr
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  reaches the peak charging rate of 546 kilowatts.
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  That is a major blow to their competitors.
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  Tesla Supercharger V3 is 250 kilowatts Porcin 1 of the
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  fastest charging EVs on the market is 270 kilowatts.
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  Zeger's new setup more than double S that the car charges
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  from 10 to 80% in just 11 1/2 minutes and in that time it can
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  gain about 250 ish miles of range.
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  And even with real world variations, the scale of that
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  improvement is huge. This battery, that's what made
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  this possible. It's cell to pack design removes
• 2:02
  the traditional module structure, increasing both
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  energy density and cooling efficiency.
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  Heat management has always been the barrier to faster charging,
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  and this new pack attacks that directly.
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  Ziker didn't just make an announcement, they have put out
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  the vehicle. It built this battery into a car
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  that people can actually buy and this is a consumer reality now.
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  The 00 Fr uses a quad motor setup that delivers 12165
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  horsepower and it's all-wheel drive.
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  It escalates from zero to 62 mph.
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  At. 2.07 seconds with launch control active and Zeker
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  developed its own motors for the car, giving it precise torque
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  vectoring in a drift mode that usually belongs in track only
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  prototype, so this thing is a killer.
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  Unlike most high performance EVs, this one doesn't trade
• 3:00
  charging speed for power, though it combines both and it's
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  already out there. Like I said before, it's in
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  China and the pricing puts the car in direct competition with
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  Porsche and Tesla's top models. At around $102,000 USD, it sits
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  beside the Model S Plaid and the Take Hand Turbo.
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  Those cars deliver similar acceleration but can't charge
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  anywhere near as quickly. Zika's claim of 546 kilowatts
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  dwarfs anything Porsche and Tesla are doing right now.
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  For buyers who want performance in fast turn around times on
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  long trips, the difference matters as much as the
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  horsepower numbers because anything can go zero to 60 in
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  two seconds now. Not a big deal for EVs.
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  We getting that 10 minute, 12 minute turn around on charging
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  time and you don't have to wait 30 minutes anymore.
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  You just have to wait the 10 minutes.
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  It's about the same time as a regular gas pump.
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  I mean, a regular gas pump it's around 5:00 to 7:00 minutes.
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  And if you wait a couple extra minutes, you can charge your EV
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  almost all the way. You get up about 250 more miles
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  out of it. So this is a huge, huge deal.
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  Zeiger's new V3 charging network supports the speed too.
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  This is a big deal too, the charging network.
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  Without this network, this wouldn't be possible.
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  Each charger delivers up to 800 amps at 800 volts.
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  There's over 1000 stations to be expected across China by the end
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  of this year. That is insane. 1000 stations
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  across China by the end of 2025. Zeker says the system will
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  support other 800 Volt vehicles later on.
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  So they're ruling it out to their vehicles first, then
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  they're going to make it compatible with others,
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  basically using the Tesla Playbook, the test the logic of
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  controlling the both the car and the charging ecosystem, but with
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  a faster hardware curve. Zeker only began building cars
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  in 2021, but it's already creating its own national
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  network. This is absurd in the best kind
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  of way. We need this technology.
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  Everybody does. So they've tested this thing
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  from top to bottom. They've done endurance
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  conditions before any of the deliveries began.
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  They drove it more than 16,000 kilometers on the Nirburn Ring
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  and ran it for 24 continuous hours to measure thermal
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  stability. It worked fine.
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  Most Chinese EVs are designed for city driving.
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  Mazeker wanted proof that it's high voltage platform could
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  handle sustained loads and times.
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  And those tests show the system isn't just about fast charging,
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  but it's also durable and it can last for a long time on long
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  road trips. So if you're a Rd. tripper, this
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  is this might be the one for you if you're in China.
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  But soon Europe will get this too.
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  They already sell the standard 001 in markets like the
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  Netherlands in Sweden. And the Fr could follow once
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  regulatory approvals line up. They would place it directly
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  against Porsche's strongest EV market.
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  And if Zika brings his chargers with them, it could shift how
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  European buyers think about charging convenience and long
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  distance travel for their EVs. So you're not going to be
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  waiting 30 minutes for a charge anymore.
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  You'll wait around 11:50 minutes.
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  That's a huge, huge change. There's some innovation with
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  Zeiger. Other companies are going to
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  follow them and they're going to beat them.
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  So I'm assuming in the next five years we will have anywhere
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  between 5:00 and 7:00 minute charges.
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  It's how innovation happens. Western automakers have been
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  promising sub 15 minute charging by the end of the decade, often
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  hinging on solid-state batteries still under development.
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  But Zeker skipped the path by refining existing lithium ion
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  chemistry and cooling design, and the result is a car that
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  performs right now, you can get it right now.
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  I just keep saying that because it's wild that this thing
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  exists. And the zero to 1 Fr shows the
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  benefit of keeping battery production a car designed under
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  1 corporate roof. It's like Apple, right?
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  You have the software, you have the hardware, it all works
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  together. And that is the most important
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  part because if you hand this off to a third party, there's
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  going to be hiccups along the way.
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  There's going to be Rd. curves, there's going to be speed bumps,
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  there's going to be gullies, there's going to be ditches,
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  going to be big hills to climb. Sometimes things won't be
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  available and that's somebody else's fault.
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  But luckily they kept it in house and it allows Zeker to
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  integrate new technology faster. And competitors are going to be
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  slower because they rely on outside suppliers.
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  And that alignment compresses timelines from years to months.
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  They can do everything they want whenever they want to do it.
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  So Tesla, let's compare this to Tesla a little bit.
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  They've, Tesla built their edge through vertical integration,
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  just like Zeker's doing. I guess Zeker's doing it like
• 8:31
  Tesla did. But Zeker has now applied the
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  same strategy to charging performance.
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  So instead of working on the cars as much, I mean, they have
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  a great car, but they've also worked more so on the charging,
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  which is the biggest thing that people are worried about.
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  Like anybody can make an EV. No, you know it.
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  You can make a a decent. EV for.
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  You know, $45,000 but if your vehicle, and I'm going to see
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  this in a weird way, but if it only gets 350 miles, you have to
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  charge it again. But what if you're in the middle
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  of nowhere and there's no chargers?
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  You're kind of, you know, it's not a good idea or what if
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  you're someplace that you don't want to be, there's a charger
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  and you don't want to go to that charger for some specific
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  reason. Maybe there's shady people
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  there. You don't want to go to that
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  charger. They have to go to the next
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  charger. What if there's no chargers for
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  the next 100 miles? And it does happen in rural
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  areas. I mean, where I used to live, I
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  used to live in Burlington, Vt, there were three Tesla chargers
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  in the city and they were scattered about.
• 9:42
  Mind you, it's a 50 to 75,000 person city.
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  But then when you go north towards Canada, 0 Tesla chargers
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  anywhere from Burlington to Quebec.
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  So good luck if you forgot to charge when you left Burlington
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  because and you have like a quarter of a charge and that's
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  on you. You know, of course, but like if
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  you had an ICE car, you would just pull over at the next stop
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  and you'd get some gas, right? Or on your way out of town, you
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  get some gas and you'd be fine. But the charging network is
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  super important. Zeker understood that, so they
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  made that network alongside the vehicle, like 1 to 1 building
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  the car, the building the infrastructure, the building it.
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  So it goes super fast to charging and also super fast on
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  the road. They thought that this was going
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  to be a future milestone. The Western world has been
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  working on this for a long time, but Zeker did it ultra fast
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  charging. It's not development anymore.
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  It's a real thing. It's parked on the streets, it's
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  plugged in and it's charging right now.
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  So if you're in China, take a look at Zeker and if you're in
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  Europe, also take take a look, see when it's going to be
• 10:58
  available. Hey, thank you so much for
• 11:02
  listening today. I really do appreciate your
• 11:04
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  yourselves and each other, and I'll see you tomorrow.