silicon carbide
4 statements across 1 episodes · 4 bullish · 0 bearish · 1 people on the record · first statement Feb 19, 2026 by Drew Baglino · across every show →
Everything said about silicon carbide, oldest first
Feb 19, 2026 bullish
Baglino: Silicon carbide in Tesla inverters saved three miles of battery
“So silicon carbide went there, and then silicon carbide went into the drive inverter to make the drive inverter about one percent more efficient, which you're like, oh, that doesn't seem like a lot, but when you think about, you size the battery to give you, l…”
Feb 19, 2026 positive
Baglino: Silicon carbide doubled the power density of Tesla onboard chargers
“And so we really wanted to make the onboard charger smaller, so we used these early silicon carbide devices to make the onboard charger. Yeah, I think we reduced, increased its power density by, like, a factor of two. We dramatically reduced its cost.”
Feb 19, 2026 positive
Baglino: Silicon carbide inverters saved Tesla $400 to $500 in battery costs
“You know, while I was at Tesla, we started using silicon carbide to make drive inverters in cars because the incremental cost of the more expensive transistor was more than outweighed by the savings in battery because the drive inverter could be so much more e…”