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It is easy for Tesla to standardize on 4680, and tab-less cell probably enhances the excellent thermal properties of LFP. it is likely Tesla can...
I would like to see them stick with 4680 just in case there is a chance of LFP Powerwalls at some stage in the future. I've given that some...
Every time I look at the big picture on the topic, it is very apparent that LFP based Megapacks can't come soon enough. Overtime I am find more...
Here are Jordan's numbers on raw materials cost for various types of batteries:- LFP – $8 kWh Liquid Metal Cell – $17 kWh Vanadium – $20 per kg-...
Tesla should send Honda a framed photo of GF Berlin, to thank them for their contribution... :)
In the long run you are right, but I would not put a timetable on it. The Plaid Model S with the 18650 battery hits some good specs, the whole...
IMO not widely known, means very few people even in the Tesla community have experience of the FSD beta. Fewer people still have seen the next...
Mr Market is prone to changing his mind frequently, and is wrong more often than he is right. And when he is right, it is usually for the wrong...
IMO something that might change things eventually would be if changes like the wiring harness needed a lot more chips per car. Even if that was...
This is implying they are purchasing the new watermelon farm to the east(?), that the are currently renting from a farmer. It did occur to me...
We also need to keep in mind active safety features work when FSD is not engaged. Those active safety features also save lives... The fastest way...
That is possible, but I still see them selling FSD up front for a while, for the same reason that they are selling cars. it is good to get a big...
A cheaper monthly subscription might simply be capped at X miles per month, if you are on a cheaper subscription and need to do a road trip, you...
Elon is right, Lithium and Iron are relatively abundant. Building a "RoadRunner" factory to make 4680 LFP cells doesn't seem overly expensive in...
https://www.reddit.com/r/teslainvestorsclub/comments/lustpu/new_german_battery_partner_tesla_wants_to_develop/ New German battery partner: Tesla...
It is important to understand that FSD will not stop improving after it reaches a level better than a human, and good enough for regulators. As...
Tesla is making their own batteries mainly to de-risk and better sync vehicle production ramp ups. During "production hell" Tesla was probably...
The economics of solar v coal doesn't significantly vary that much by location and country. Many colder climates with reduced solar, have good...
You make the rules, time for a stern chat with yourself :)
I'm also hazy on the situation with Fremont paint shops. At one stage Model 3/Y/S//X all shared a paint shop. Model S/X were supposed to move to...
This is a quality conversation, I'm very interested in the question of whether Blockchain can do something to make the world a more equal place,...
From Battery Day we know the cell form factor change accounts for 14% of that savings. The fast way for battery manufacturers to make tab-less...
This is how;- Trovio just raised $6.25m for its tech that turns gold into a digital asset - Stockhead There is a gold coin stored in a vault for...
Yeah I meant 30 GWh, essentially 3 fully ramped pilot plants.. Seems to me work on Kato Rd is slowing down..
Gold can hitch itself to the Crypto bandwagon become digitized and traded on the blockchain. The metal itself is useful for a number of things,...
If I had to guess:- Berlin Model Y production, - July/August 2021 Austin Model Y production - October/November 2021 30 GWh of Roadrunner 4680...
[MEDIA] Don't know much about this source, I just stumbled across it, It does possibly explain the fork in the road meme.
Fair point, we don't know what would be involved in any conversion, and how much oven capacity GF Nevada has.
Yes, I know that.... that is what i mean by the 2170 SR pack... The CATL LFP pack isn't cylindrical format, but Cylindrical LFP cells can be made.
I wonder if the recent changes to Model Y SR could partially just be Tesla using up inventory of 2170 SR packs. If so, Nevada would covert all...
Any Model S/X that are being produced are probably being put on car carriers and shipped to the East Coast. We haven't seen any Model S/X on...
Good work, people were running out of things to worry about :) The plan will be to miraculously deliver al Model S made this quarter, by the end...
There is still time to plead insanity, and beg for mercy, she takes no prisoners'.
You missed plenty of angst and disagreement about:- Bitcoin and Elon's crypto tweets Model Y SR price cuts and discontinuation. LFP battery pack...
When the market fully prices everything in, it is a bit too late to invest. We are talking different time horizons and motivations here, short...
So we are back to the fundamentals, like eventually 20 Million EVs per year and 3 TWh of cell production each year. and working Robo-Taxis.. IMO...
Luckily, we can be confident Elon will tweet about something..
Yet most of the time when this happens, the boring buy-and-hold-cats laze around doing nothing, and end up doing very well. Short-term nothing...
There is a port nearby, from that port they could export to Europe... We would need to determine what they are making and if that production...
if SR Y orders were close to full, I don't think we would have got the price drop. Filling orders around now gives 5 weeks to build and deliver...
It is likely that the Q1 Model Y order book is now full. Tesla is probably hoping some intended Q1 SR Model Y buyers covert to a Q1 SR Model 3....
How does that compare to Cardano? I can see BTC being efficiently encapsulated by a higher level more fully featured Crypto, BTC retains it's...
My thoughts were similar, and this is a more likely explanation than LFP. The factory also has a run-rate (which might have increased), and...
Anyone who thinks coal has any kind of economic future, is extremely poorly informed, Watch the Battery Day presentation, and a Tony Seba YouTube...
[MEDIA] Dave has an impressive body of work, I wonder how how he finds the time to do all these great videos.. I think the interview format...
I agree there is a big learning curve here, and it is important to acknowledge what you don't know, and don't understand. In my case there is a...
Some are interesting those that dig into the more technical details. I'm technically orientated with a science and IT background mostly working...
It seems highly likely that some substantial portion of the problem is a software problem. I think we saw at the end of the NextMove video where...
I tend to agree as I can't see any effective way of enforcing margin calls, and ensuring the borrower has the assets to meet a margin call. The...
IMO Bitcoin currently has value and utility, even though the way it was created is not efficient and IMO has low value and utility. Value mostly...