hitchhiker
Member
Clearly this means that Tesla is now going to make cyber-bombers for the air force. I can read the code.
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Clearly this means that Tesla is now going to make cyber-bombers for the air force. I can read the code.
It might be best to continue this discussion here:- Investor Engineering Discussions4680 capacity will be needed for more volatile energy dense chemistry for long range and performance vehicles, LFP doesn't need the same protection and can be made structural in prismatic formats.
Theres no point in making LFP 4680s, the bricks CATL make are more than good enough and dont have the thermal issues etc that push tesle to nca cylindrical cells, plus they need all the space/energy density they can get.
Not to say it wont ever happen but its unlikely within any real meaningful timeframe
The amount of Cybertruck-related merchandise being released does signal towards, at the very least, a reveal of final design/specs/features. It could signal something more substantial and surprising, such as an earlier start of production or a limited early production run. However, these latter possibilities are difficult to separate from hopes, when Tesla/Elon have publicly pushed back Cybertruck production and expectations due to battery supply. I suspect the only thing that would cause CT production to be pulled forward is a re-evaluation of battery strategy around Model Y. We've assumed Austin Model Ys are going to be, at some point, possibly from the get-go, 4680-based. We've then wondered about the differences between Austin-built and Fremont-built Model Ys - how different will a 4680-based vehicle really be? Could the 2170 and 4680 versions really be sold as equivalent? Then it was speculated that if 4680-based Ys are really going to be that different from the 2170-based vehicles (creating somewhat of an issue for regional order fulfillment - many people will have a preference one way or the other), maybe it will only be Y Performance that will be built in Austin with 4680s.
What if they just decided to keep US-based Model Ys the same across both US factories for the time-being, with the side effect being to free up Kato's 4680 cells for something else? Of course, I'm speculating off the assumption that battery strategy is the primary driver for pushing CT into late 2022, as opposed to any complexities of CT production itself.
EDIT: This is just pure speculation, most likely completely and utterly wrong. I was just thinking about the cascade of effects if Tesla went back and questioned the strategy of putting 4680s into Ys (in the US) first.
Yeah, in impenetrable stainless steel. So does Cybertruck shape make it undetectable by radar?Clearly this means that Tesla is now going to make cyber-bombers for the air force. I can read the code.
I’m pretty sure they still don’t have an 8k Ton gigapress installed in Texas. That puts a pretty hard stop on Cybertruck production.The amount of Cybertruck-related merchandise being released does signal towards, at the very least, a reveal of final design/specs/features. It could signal something more substantial and surprising, such as an earlier start of production or a limited early production run. However, these latter possibilities are difficult to separate from hopes, when Tesla/Elon have publicly pushed back Cybertruck production and expectations due to battery supply. I suspect the only thing that would cause CT production to be pulled forward is a re-evaluation of battery strategy around Model Y. We've assumed Austin Model Ys are going to be, at some point, possibly from the get-go, 4680-based. We've then wondered about the differences between Austin-built and Fremont-built Model Ys - how different will a 4680-based vehicle really be? Could the 2170 and 4680 versions really be sold as equivalent? Then it was speculated that if 4680-based Ys are really going to be that different from the 2170-based vehicles (creating somewhat of an issue for regional order fulfillment - many people will have a preference one way or the other), maybe it will only be Y Performance that will be built in Austin with 4680s.
What if they just decided to keep US-based Model Ys the same across both US factories for the time-being, with the side effect being to free up Kato's 4680 cells for something else? Of course, I'm speculating off the assumption that battery strategy is the primary driver for pushing CT into late 2022, as opposed to any complexities of CT production itself.
EDIT: This is just pure speculation, most likely completely and utterly wrong. I was just thinking about the cascade of effects if Tesla went back and questioned the strategy of putting 4680s into Ys (in the US) first.
I see all this Cyber merch arriving this week as simply capitalizing on the Peak shopping season for gifts. Tesla‘s merch revenue for December will possibly be large enough to warrant a mention at earnings.
AFIK they dont yet have the larger gigapress but theres fundamentally nothing stopping them from doing what they did with the model Y and splitting it into 2 parts which they bolt together.I’m pretty sure they still don’t have an 8k Ton gigapress installed in Texas. That puts a pretty hard stop on Cybertruck production.
That would require 3 Gigapresses dedicated to the Cybertruck. Or retooling every couple of days to switch one set of dies for another.AFIK they dont yet have the larger gigapress but theres fundamentally nothing stopping them from doing what they did with the model Y and splitting it into 2 parts which they bolt together.
AFIK they dont yet have the larger gigapress but theres fundamentally nothing stopping them from doing what they did with the model Y and splitting it into 2 parts which they bolt together.
That’s not true the leading ev’s GM doing well…..
That would require 3 Gigapresses dedicated to the Cybertruck. Or retooling every couple of days to switch one set of dies for another.
Seems a stretch but maybe.
Good for Toyota. That partnership may keep them afloat. I wouldn't rule out the possibility that Tesla may yet buy a number of BYD's LFP batteries. It's going to take time to get the 4680 manufacturing fully ramped. Tesla is probably shopping around for any high quality batteries they can get in quantity.Toyota partners with BYD to build affordable $30,000 electric car
Toyota has reportedly partnered with China’s BYD to build a new affordable electric car to launch next year. The Japanese...electrek.co
It was once rumored that Tesla and Toyota were working together, and also that Tesla was going to use BYD's blade batteries. These turned out to be
Why truck merch? - it's new, other merch is already available.That's what the devil's advocate in me said, but then the devil's advocate's devil's advocate said, "Why truck merch?" and "Hitting the store slightly later than ideal for gift-shopping."
You can tell it’s a low quality knockoff, doesn’t even look like a real stainless steel noodle. Also, what’s with all the curves?Now other companies are getting into the act. The world notices what Tesla does (more free press!).
DBE dramatically reduces the cost, complexity & footprint of battery cell manufacturing - which is reason enough for Tesla to have as much of its own cell manufacturing as possible, in all chemistry variants. (AFAIK Tesla isn’t sharing the DBE tech with other cell manufacturers)