JRP3
Hyperactive Member
In time for volume production of the Y next year? Seems unlikely.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
My understanding is the LFP pack from CATL may be a drop in that i.e. CATL supplies a fully built pack.
If true, that will free up the regular 2170 pack making machine for making more Model Y packs...
The 2170 pack making machine in China is apparently limited to something like 4K-5K packs per week.
The higher capacity 2170 pack making machine in GF Nevada was rumored to be very large...
One look at the 2170 pack, tells me the machines to make them are expensive.
In comparison, a 4680 pack looks very easy to build...
If I needed to build a working pack manually, 4680 is my choice....
So personally I would not invest in machines to make 2170 packs, if 4680 was a viable option.
I think it's best to keep Elon on his word which is already aggressive enough. It'll be a pleasant surprise if it turns out better than expected but I think it's a disservice being over zealous with Musk's projects given his track record with brand new technologies. There were more warnings in this presentation than usual. And lets not forget that he is still pretty aggressive with his stance on FSD even as of just a few days ago. Pretty sure no one thinks he ever sand bagged FSD, if anything he has been too aggressive on it. We can't just think he's now sandbagging everything because the Model Y was 6 months early. I'm also not going to go with Elon time since he has proven to have the ability to execute better than expected in his past also.
It does seem they are investing in all sorts of batteries no matter what form factor. Possible 10% stake at LG and just announced LFP today. I think Y will be sourcing Cells out of China and Korea vs the U.S for awhile until they build the cell production facility which is suppose to come after the Model Y factory.
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Sorry to bust everyone's bubble prior to record Q3 numbers but...
Tesla Is Being Overtaken (NASDAQ:TSLA) | Seeking Alpha
I always wondered what happened to Morrissey. He should've stuck with singing.
Sorry to bust everyone's bubble prior to record Q3 numbers but...
Tesla Is Being Overtaken (NASDAQ:TSLA) | Seeking Alpha
View attachment 593928
Just one sh**put???? Come on, man.. we need more “liquidity”
mblakele
FSD Beta (99)
Tokyo Stock Exchange has halted trading due to technical difficulties. That isn't a TSLA story by itself, but it may affect macros which may affect TSLA.
TSE halts trading for all of Thurs. | NHK WORLD-JAPAN News
TSE halts trading for all of Thurs. | NHK WORLD-JAPAN News
Ronnie the popular said it was a Communist plot...
20 points to the first member who can tell me where that comes from...
⚡️ELECTROMAN⚡️
Village Idiot
What's the strategy for the 10/30 500 calls? At what point would you sell them? Is sell the proper term?
pz1975
Active Member
FYI: E.W. Neidermeyer (high profile TSLAQ member and author) made this ridiculous claim in Early August regarding how Tesla sales in Norway were collapsing (and refusing to listen to explanations of the obvious dip in deliveries from the Covid shutdown in Fremont preventing enough cars going to Europe in Q2)
https://twitter.com/Tweetermeyer/status/1290647499980656642?s=20
Now that Q3 is complete the obvious evidence to the contrary is that Tesla just had its best quarter of 2020 in Norway, for all 3 models.
https://twitter.com/Tweetermeyer/status/1290647499980656642?s=20
Now that Q3 is complete the obvious evidence to the contrary is that Tesla just had its best quarter of 2020 in Norway, for all 3 models.
Cape Coddess
2 Roths full - holding!
If there is a power outage then I will hook up my inverter to Tesla and plug in my refrigerator, since vehicle is plugged in every night and would be "fully" charged. When charge gets down to 20% (days later), head to the nearest working supercharger. Or a friends with electricity and a dryer..I have a question about electric vehicles that maybe has been answered before, but I haven’t seen it yet.
What do we do if the power is out for a long period of time (I.e. blackouts, etc)? How do we charge our vehicles? I wonder sometimes if this could be a source of “control” that the governing forces could have over the people. Hmmm...
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I have a question about electric vehicles that maybe has been answered before, but I haven’t seen it yet.
What do we do if the power is out for a long period of time (I.e. blackouts, etc)? How do we charge our vehicles? I wonder sometimes if this could be a source of “control” that the governing forces could have over the people. Hmmm...
I heard that there is this amazing energy company out there that makes stationary energy storage as well as solar panels that looks just like quality roof material. I forget what the name of the company is but im sure if you google "that company that makes electric cars solar panels and batteries" youll find it
Could use cells from Panasonic/LG etc. Most likely IMHO as in the current construction footprint at GF4 Berlin there is no building for cell production. So unlikely they will have any cell production there in the beginning.
Fusion power doesn't change the EV business case, if anything it strengthens it - you're going to need somewhere to put all that "free" energy and a crap-load of stationary and mobile storage is perfect.
The fossil-fools will claim using it to generate hydrogen would be a good idea, but unfortunately for them, they are totally wrong.
Futures turning up...
https://www.investors.com/market-tr...lly-despite-mcconnell-stimulus-deal-comments/
https://www.investors.com/market-tr...lly-despite-mcconnell-stimulus-deal-comments/
Not sure if this is posted, but this is one of the more detailed videos I've seen on the solar roof. The actual roofing companies wanting to and learning to adopt this technology will be crucial at scale, this team seems to love it!
Bet TSLA
Active Member
Awesome news from Tesmanian if true:
Tesla Giga Shanghai Will Increase to 3 Shifts After Chinese National Holiday
Giga Shanghai going to three shifts, and starting exports of MIC Model 3.
Tesla Giga Shanghai Will Increase to 3 Shifts After Chinese National Holiday
Giga Shanghai going to three shifts, and starting exports of MIC Model 3.
ByeByeJohnny
Active Member
Those hard working Chines workers seems to be slacking. They have more off time than Americans.
Just the Chinese New Year, the 10-day factory control (or whatever it was called) that just ended and the Chinese National Holiday is three weeks off.
/s (maybe, not sure)
Just the Chinese New Year, the 10-day factory control (or whatever it was called) that just ended and the Chinese National Holiday is three weeks off.
/s (maybe, not sure)
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