seems -- WAG for sure -- to be about 10-15 a day right now.Hang in there guys! GigaTexas will be ramping up like wild after the party!
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seems -- WAG for sure -- to be about 10-15 a day right now.Hang in there guys! GigaTexas will be ramping up like wild after the party!
Doesn't really look like too many more from what was there mid last week. Wish we can see other colors too.
Can't be used as a Demo until approved. At least not one that can be driven.I’ve seen tons of demo y’s come up in inventory this week and last.
I can only assume Austin is planning to fleet test their builds as demo cars until their clear to be sold.
I thought they were only shipping MYP out of Austin in the near future? Although sure looks like MYLR in the pic above.Tesla plans to ship some 4680's this month so that kills point 3 off the bat . Tesla just isn't making enough 4680's at this time to handle all MYP or MYLR.
I think they will make some symbolic shipments to appease the shareholders but don't expect them to have enough battery capacity for another 6 months
No confirmed MYP seen from Austin. Was a truck load a few weeks ago, but maybe for testing\certification. All we have seen outside is MYLR. Not sure we will see many MYP at the start, at least until they start working on the MYLR backlog.I thought they were only shipping MYP out of Austin in the near future? Although sure looks like MYLR in the pic above.
Where do you see gray or 21” wheels?Looks like black, blue and grey. Combo of 19’s and 20/21’s so LR and MYP.
All that hope in your eyes... You said it and I thought it ....Where do you see gray or 21” wheels?
Just looking close up. They aren’t silver but can’t tell if black or charcoal Assuming perhaps a combo of both 20/21.All that hope in your eyes... You said it and I thought it ....
Good prediction. But keep in mind that the 4680 is just a form factor, not a chemistry. The MYSR will also have 4680, but with iron LFP. My prediction:Hi everyone, I am new here, from PA. I have a MYLR on order (July EDD) and have been following the MY 2.0 story for a while. I'd like to share my prediction for how Tesla moves ahead.
- As soon as Austin is ready to ramp MYLR, all US orders will come from Austin and Freemont will bring back the standard range.
- Austin MYLR will have some sort of spec improvement. Likely a combo of improved range and reduced weight. There's been too much Tesla press about the 4680 not to have a spec improvement associated with the launch. 50 miles of range and a couple hundred pounds lighter sounds awesome to me.
- Tesla will not sell MYLR from Austin (4680) and Freemont (2170) at the same time with different specs. Most seem to agree that makes no sense.
- Long term. Austin = MYLR and MYP and Freemont = MYSR
Good prediction. But keep in mind that the 4680 is just a form factor, not a chemistry. The MYSR will also have 4680, but with iron LFP. My prediction:
2022 : Fremont sells same LR and P as usual with 2170 packs, no change. Austin sells MYLR with same range as Fremont, with nickel-based 4680 structural packs, with 4680 cells from Fremont and packs from Nevada. Austin-based Ys will be lighter and more rigid but same range.
2023 : 4680 cell supply ramps up in Austin and comes online from 3rd parties for both nickel NCA and iron LFP. Austin starts building all 3 variants of the Y: the SR, LR, and P. The SR will use iron LFP. Fremont shuts down the Y lines completely and converts them to more Model 3 lines. Model 3 starts using 4680 packs.
So many blue and black MYLR feel like my EDD is in sight even though it’s in June-July
This is not possible, because :If they sold the fremont model at the same time as the austin model there will be serious uproar. No one would want to pay for less improvements. Id imagine they shutdown fremont line completely, all deliveries of new model y come from austin for a short period of time while they retool fremonts line to match austin then people on west coast will get fremont and 2/3rd east coast will get austin but all being 4680 structural. No one would complain about not getting the new improvements and such.
I’m pretty sure they will have more than 100 cells per car!This is not possible, because :
1) Tesla already confirmed that Austin is starting production with 4680 cells right now.
2) Tesla has barely any 4680 cells, they confirmed on Twitter there were only a million cells made to date ( that makes 10,000 cars). None of the 4680 cell factories are opening for months either.
Due to #1 and #2, it's not possible for Fremont to use 4680 cells yet. Every 4680 cell will go to Austin for many months.
I think you're overestimating the average Tesla buyer. Maybe 1 in 100 buyers will care whether the Y with the same range gets 2170 cells or 4680 cells. Tesla will sell every single Y they can make, regardless of interior components inside the pack.