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and that the new battery is not ready yet...Tesla stated today that Model Y will be first from Texas followed by the Cybertruck.
source?Tesla stated today that Model Y will be first from Texas followed by the Cybertruck.
source?
and that the new battery is not ready yet...
According to today's earnings call - Elon now says the Model Y will come first from Austin. Maybe they have to sort out the 4680s before building a whole new production line?Elon has stated the CT will be first from GigaTexas. Probably because the CT doesn't require a paint shop to make it.
There's been a MY BIW (body in white) delivered to TX to begin calibrating the (very) few robots already in place, but don't expect MY production until EoY.
Basically they're still figuring out production line issues for the truck and they don't want to start until they can rapidly scale. So they're going to focus on the lines they already have perfected and are ready to scale. They didn't say it explicitly but I think issues with the 4680s is part of it, and also why they're pushing the semi to next year sometime; it just takes too many batteries.According to today's earnings call - Elon now says the Model Y will come first from Austin. Maybe they have to sort out the 4680s before building a whole new production line?
So that's a change from just a week ago, when EM tweeted saying CT would be first.According to today's earnings call - Elon now says the Model Y will come first from Austin. Maybe they have to sort out the 4680s before building a whole new production line?
On the other hand, it'll likely make repair costs go up substantially. - if the large castings get damaged, the repairability is way lower (replace the whole cast? try to weld it? total the car?)Hoping for front castings and a structural 2170 pack. That would make sense as it will vastly improve the Achilles heel of Telsa, fit and finish. It shouldn't be too difficult to incorporate the 4680s into and existing structural battery. Also the castings and SBP increase production rates and decrease costs, so it's a win/win.
In which case insurance costs will be adjusted accordingly.On the other hand, it'll likely make repair costs go up substantially. - if the large castings get damaged, the repairability is way lower (replace the whole cast? try to weld it? total the car?)
Musk did say during the Earnings Call that Tesla has a backup plan in case 4680 is delayed. It's at 90% but the last 10% is always difficult. But what that is was not defined.Hoping for front castings and a structural 2170 pack. That would make sense as it will vastly improve the Achilles heel of Telsa, fit and finish. It shouldn't be too difficult to incorporate the 4680s into and existing structural battery. Also the castings and SBP increase production rates and decrease costs, so it's a win/win.
Honestly I wouldn’t be surprised if they just use the new 4680 to make smaller packs and keep the same/slight more range first before actually giving us way more range
That's exactly the conclusion I've come to. Improvements on the Y are still on a steep upscale so there's always going to be something 'great' just over the horizon. But I sort of feel like in two years the physical configuration will have matured--4680, battery pack, castings, maybe a new suspension, headlights, maybe yet another FSD computer, etc. And presumable range will be way up, charging speeds down, and pricing down.Yeah I'm expecting this too. I'm probably better off buying a MY now and then trading in for a new MY two or three years from now.
In this little zone, although I'm not doing it I think it's understandable. If you think by waiting 6 - 9 months you might get 120 miles more range, air suspension, and a $10K tax credit, I can understand it. It's not like you're waiting 6 - 9 months for matte on the console, self-dimming mirrors, and double-paned windows.This thread highlights something puzzling about Teslas. With each passing year, Teslas improve so much, many are hesitant to buy...
If they get that much better each year, older ones aren't nearly as good as newer ones. Yet, for some reason, the old ones hold their value very well. Strange.
Personally I disagree. I think Tesla will use the cost advantage to claim market share. I do think prices will remain the same until production ramps up, but by the end of 2022 when Berlin and Texas are online cranking at 100% and there's some legitimate competition to the current state of vehicles I think Tesla will use their cost advantage to crush Ford and GM.The onset of additional tax rebates will drive prices up.
Note that Tesla LOWERED prices as rebates diminished over the last year. (note also that college tuition rose to meet Federal Student Loan availability)
Of course, supply contraints and supply/demand imbalance also caused price rises.
Competitors to Tesla are going to be more supply constrained for batteries than Tesla.
This again is opportunity for Tesla to raise prices.
Tesla will likely keep range constant, even with the new 4680 cells, until competition forces range increases.
Then Tesla will raise prices for longer range battery packs.
Tesla has achieved a point of inflection in BEV's, and with that, pricing power.
BUY NOW.