Guess we'll see. But the S has substantially more range than the Y thus helping to support its higher cost. Can't see the Y beating the S or X in range right out of the gate...just weird optics. Would be like Mercedes putting a 4 cylinder engine in the S-class and while putting a 8 cylinder in the C-class (if these were the only engine options).S and X aren't important to Tesla. Contribute very little to bottom line.
My wager is that Tesla is negotiating the terms of opening up their network.
Especially, getting government subsidy funding to do expansion concurrent with the opening.
Elon Musk is The Master of milking the Government - $1B in Carbon Credits just over the last 5 qtrs, SpaceX rocket development subsidies, just to name a couple.
The kWh growth is probably due to improvement by Panasonic in the 2170 battery storage and efficiency, not an increase in the number of 2170 cells. Panasonic and Tesla both have stated that 5% improvement has been realized. That's about the % number from 77.5 to 82kWh
An updated MY with front+rear castings and 4680 structural battery pack was claimed to weigh 10% less than current MY.Yeah I see your point - it doesn't make sense to have the higher ranges on the "lower end" cars, but if we look at the long range model 3 compared to the model S at the time, it does seem like Tesla offered a little more range to the 3, even at the lower cost.
You could totally be right and they could release a longer range S or X. I wonder if the plaid+ models might come out with 4680s, giving out that big range?
And who know what they will call the front and rear casted model Y with 4680s and more range and (perhaps) more power? If I were to call it now, I would say Model Y Plaid coming out of Austin. You heard it here first, folks
An updated MY with front+rear castings and 4680 structural battery pack was claimed to weigh 10% less than current MY.
That's 400+ lbs of weight reduction - and weight is HUGE for performance, handling, and range issues.
Tesla would not need an improved electric motor. It would gain +P performance immediately, and add at least 5% to the range (probably more).
Too many 'gamechanger' videos posted. Only Tesla knows where they are with the batteries.Gamechanger is an overused word, but maybe ?
Tesla has a number of programs that have the potential to change markets, and one of these is arguably the 4680 cells. Created using a dry electrode process and optimized for price and efficiency, the 4680 batteries could very well be the key to Tesla’s possible invasion of the mainstream auto...www.teslarati.com
Too many 'gamechanger' videos posted. Only Tesla knows where they are with the batteries.
Judging by the ACTIONS of Tesla, 4680 batteries are NOT ready for production very soon.
Otherwise, why the LFP deals on M3, the CATL contracts, etc etc.
Why the 2170 substitution plan for MY builds?
Won’t the chip shortage be a bigger bottleneck for the next year or so anyway? Even if they had the battery supply can they really use them?I was hoping they'd be further along by now honestly, seeing how both Austin and Berlin are about to enter production in the next few months.
My worry is this: without the 4680 lines up and running, will Tesla be able to get enough 2170's from suppliers to produce any substantial amount of Y's out of both new factories in the near term?
Chip shortage is definitely a constraint but I don’t know that we’d see rumors about LFP batteries if 2170 supplies weren’t tightWon’t the chip shortage be a bigger bottleneck for the next year or so anyway? Even if they had the battery supply can they really use them?
Everything is becoming tight. Expect the roller coaster ride to continue.Chip shortage is definitely a constraint but I don’t know that we’d see rumors about LFP batteries if 2170 supplies weren’t tight