Hey kids, are you ready for some healthy speculation? If so, please grab your tinfoil hat and buckle up
I have two conflicting theories on Cybertruck battery pack and 4680 development that the last bit of info from Joe helped makes sense
I took a break from X/Reddit over the holidays so there might be more relevant info that I missed
1 - Cybertruck will achieve 500 miles of range WITHOUT the range extender or number of cells increase:
When Drew was taking (on Munro video I think) about cells, pack size, range extender he said “Our goal is to achieve 500 miles of range”
Now to the why I think it might not have include the range extender. Currently the Dual Motor Cybertruck is said to have a 123 kWh pack and rated at 340 miles with H/T tires (320 with A/T ones), if we take the leak/rumor from Joe as true and to the most optimistic improvement of 20%, this becomes 408 miles and 147.6 kWh
Now, as far as we know, 4680s still don’t use Tesla Silicon, Drew also confirmed (somewhere) that there was no chemistry changes between 4680 gen 1 and gen 2
A heavy loading of Silicon, which Tesla hopes to achieve by using a Polymer binding to avoid the possible reduction of cycle life, can easily increase energy density by another 20%, bringing it to 177 kWh and 490 miles of range
Now, another data point to cross check the above, at Battery Day, the energy density of a 2170 Model 3/Y cell was around 270 Wh/kg. 4680s Gen 1 were at 244 Wh/kg and Gen 2 at 267 Wh/kg
With the new cells changes plus addition of Tesla Silicon, this might become 385 Wh/kg
From Battery Day slides, the range increase ignoring vehicle integration was predicted as 40%, meaning that the energy density would go from 270 Wh/kg to 378 Wh/kg, pretty close
So my overall theory is that the Range Extender won’t exist, it’s just a place holder to make people happy without disclosing that a more energy dense battery is coming and those who order/ordered the extender will get the battery pack replaced by one with Gen 3 or Gen 4 4680s (maybe 5?). 2024 seems too soon for that, but who knows
Now to the second theory
2 - Currently shipped Cybertrucks have the Gen 1 4680s
This would explain the poor charging curve, would mean that Texas indeed had line 1 producing Gen 1 cells or that they stockpiled a lot from Kato, which would make sense since it doesn’t seem to me many 4680 Model Y in the wild
Now the question becomes, is the pack really 123 kWh but more cells than we predicted? The pack configuration that other and I calculated fitted perfectly with 123 kWh, so that is going to be different
If the pack has the number of cells that we predicted with Gen 2 cells, it means it has less than 123 kWh, it would be closer to 112 kWh. If it has 123 kWh, this means that with Gen 2 the energy would have a nice boost
This would be weird and a blow to early adopters, who are paying a lot more for a significantly worse product, so I rate it as unlikely, but worth discussing
Cheers