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How to become a millionaire in the sports car industry.
Wouldn't that be a factory that produces earth rather than an underground factory.
Agree. Start pumping out solar/storage first to accelerate the cleanup/reliability of the Indian power grid, the bolt on vehicle factories as cell...
I grew up on a farm driving trucks daily and agree there would be a few items where the CT might have a disadvantage, but overall I can see it...
As the battery industry grows, I think it is likely that we may have certain pockets where we are not supply constrained. As an example, there is...
Was there any mention of 4680 cells in the new production volumes, or are LG still focusing on 2170s for GigaShanghai MY ramp up?
There's plenty of places I can be lied to without putting in that much effort.
No idea - perhaps it is just storage prior to reuse. I went back and had a look at Gabe's video from 2 weeks ago and the scrappage pile looked...
Thanks for the vid - exciting to see the Roadrunner building looking much more finished - hopefully that means they're scaling well. Scrappage...
Has anyone seen any detail around the expected cost/performance of the Ultium cells? It's quite tricky to tell if these cells are legit - or at...
I wouldn't bother wrenching my gut over the BTC decision - the amount might sound large at $1.5b - but Tesla is such a behemoth that the volume is...
One good place to get a good overview of the math behind bitcoin is this video from 3Blue1Brown. It doesn't go into the economics of the currency...
I'd be surprised if a $25k vehicle was being exported to the EU or US long term. Transport costs would be too large a fraction of the sale price....
14 minutes of GigaShanghai MY factory tour - mostly about the factory workers rather than the production itself. The food looks tasty. With the...
Kelvin out with the details on China again today. [ATTACH]
Here's a fun video on wiebo of the China casting/biw process 微博 Via kelvin yang [ATTACH]
The comment further down the chain noting that one of the ideas behind the purchase is to secure a battery manufacturer is probably the most...
It's mentioned that traders will have to assess "meme risk" now as part of their trading strategy.
It is the Chinese version. [ATTACH]
Kelvin Yang has a nice pic of the Y single piece casting. While I have only seen a couple of pics of these castings, this one looks like it has a...
Thanks for researching - that makes far more sense. I did find the claim surprising and now I see why. @Mods - are you able to update/delete my...
Mod: edited at request of @CorneliusXX to warn readers that this post is incorrect. --ggr Apparently VW are expected to sell around 800k EVs this...
What happens if the add another paint colour?:D Presumably they would sort by delivery destination rather than vehicle variant - so not sure the...
Update on the M3 battery fire in China. The underbody was scratched. [ATTACH]
Tesla has conditional approval to start building it's battery factory in Berlin [ATTACH]
I thought exiling mods would solve the problem. Apparently there is no escape from the long arm of the law.
If we only need a building 2x the size of Kato Road for Berlin MY cell production then construction could potentially start without the same hype...
It's up 46x in the last 12 months.
To expand on your first point - if there is a thicker electrode layer the jelly roll will require fewer winds for the given volume of a 4680 cell...
They're clearly making some cells as shown in the video, however we have no idea of the yield rate. If only (e.g. 10%) are passing QC then there...
There are restrictions in Australian supermarkets on how many tins of baby formula you can purchase in one go because of this. Chinese immigrants...
I doubt the western side would include GA for Model Y, but only because all Tesla built factories to date have the entire production process in...
Elon: Making vehicles profitable is a game of pennies Not Elon: I'll low fly over Brandenburg city hall and push $100m out the window - send me a...
Are you considering the current construction to be Phases 1&2? The eastern (RHS) building will produce MY. The construction already shows...
Nice dog
How does the 97.5% efficiency stack up against others? SolarEdge appears to have better efficiency but the wording sounds sneaky with "weighted...
@gabeincal you're getting articles written from your videos Tesla Roadrunner 4680 Battery Project & Model Y Giga Press Speed Ahead
Would you mind swinging by Kato Rd on your fly by? I'd be keen to see how far the building has progressed with construction, and if they still...
In last month's table for the BEV-only vehicles table the totals and the percentages for Other-PHEV were zeroed out.
The north
I was reading on reddit that the watermelon field can't be expanded into fully as there is planning for a second Donghai Bridge to go through it....
there can still be peak shaving concerns but it works out slightly different to supercharger peaks. If too many people swap batteries in too short...
I'd be surprised if there isn't more to this than the headline - I find it hard to believe that a solid state battery could be ready for prime...
Rather than RDSB would it be informative to show the [5] largest oil companies combined, or some other similar metric if you are looking to show...
You don't look any different.
This is exciting. If Tesla are building production capacity for c.2m 3/Y vehicles p.a., they'll likely be going to build capacity for 4m+ $25k...
Assuming it is pronounced like this [IMG]
Also, would many have had the conviction to invest all their cash in NIO?
Probably be 11 bags by the end of the day the way things have been going
For those trying to keep up with EV events in China, Moneyball provides quite a bit of useful info. https://twitter.com/DKurac?s=09 Here's a...