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Giga Texas Updates
- Thread starter Terminator857
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There was a report that 4680 cells from Texas aren't ready so they come from Kato Road.
I agree. In late August 2021 there were reports that the Kato Rd. facility is at 70-80% production yield. If not installing 4680s in the cars, what would
Well, those cars could be from Fremont to be delivered to Tesla employees in Austin.
If Jeff could stretch the limits of his copter, he might be able to have a closeup of the VIN numbers.
I think it’s pretty obvious these are non-sellable test vehicles, lined up in such a way that Elon can drive the first production cybertuck over them during Wednesday’s earnings call.
I don't think these are employee cars though. They may have been sprinkled in with employee vehicles the other day but these appear to be newly produced models.It looks like some of those "new" cars have been in that parking lot for some time:
VINs from GIGA Texas Tracking. Who will be first?
No employee discount on vehicle but FSD is free.teslamotorsclub.com
Mrbrock
Active Member
These have no plates. When the employee lot is full those cars all have plates and are a mix of 3s and Ys and non Tesla.It looks like some of those "new" cars have been in that parking lot for some time:
VINs from GIGA Texas Tracking. Who will be first?
No employee discount on vehicle but FSD is free.
So again, those could be new deliveries for employees from Fremont. You can see many really new looking Model Ys in older shots of that lot, and NOT all of them have plates (at least not permanent plates). Just a possibility. Don't see it more or less likely than new TX Model Ys. I am somewhat suspicious about the claim because they are charging them at destination chargers and not at the superchargers, but that might be just location.
Great way to juice the stock price just before the earnings call on the 26th.
Mrbrock
Active Member
Do they come charged from Fremont? I would assume if they are going to a location without a DC that they would be charged to 90% from Fremont so why would they be plugged in so close to each other when almost no other cars are charging.
Were there any improvements in range, performance or charging when Tesla switched from the 18650 to 2170 cells? If so, that's a big indicator of what type of improvements to expect with the 4680 cells. I've seen reports ranging from the difference that will not be noticeable to anybody except Tesla's own bottom line margin of profit.. to pretty significant improvements in range/performance/charging ability. At this point, no one really knows what to expect or even when the switchover will actually happen. The only thing I would count on.. is Austin being able to duplicate what is coming out on of Shanghai.. as that tech & manufacturing process has proven to be the best Tesla offers.
It'll be interesting to see how long it'll take Tesla to switch completely from 2170 to 4680, if ever.
Mrbrock
Active Member
I believe they designed and used 2170 for M3/MY from the start so there really isn't a direct comparison available as MS/MX use 18650 still. Any comments on range or efficiency are solely based on computer models and volumetric calculations with no actual real world comparison. The switch to 4680 within an existing product will be a first for Tesla and allow this direct real world comparison.
Those long term contracts mean Tesla has to choose between a split MY product lineup (some 2170 some 4680, more trims) or leave 2170 for M3 LR and 4680 for MY LR and then the sedan and SUV will have the same range.
You all are making my 2020 April build Model Y feel so vintage.
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