Official Battery day thread 2020

[CrazyRabbit]

What day is it, what day is it?

post facts from battery day as they develop here, so us poor folks who have to work Can find out what is new...

 

[byeLT4]

I took the day off. It was actually because of Beta (tropical storm), but its like I 'got a twofer'

 

[StanMI]

Is it being broadcast/streamed "live" anywhere ?

 

[ItsNotAboutTheMoney]

What day is it, what day is it?

It's Electric Power Monthly Eve Eve.

 

[SoCal Dave]

The stock market isn't impressed with Elon's statements about battery day. Tesla stock is down 4.5% in the premarket.

Tesla shares fall in premarket as Musk dampens Battery Day expectations

 

[zecar]

I assume powerwall wasn't mentioned in the tweet as a target for the new cell because of anticipated perpetual cell shortage. Powerwall is designed to be the poor cousin that takes the leftovers.

 

[RedVinesRanch]

You can stream it live here:

2020 Annual Meeting of Stockholders and Battery Day | Tesla

 

[garrett5688]

Solar and powerwall cost looks to have gone up a bit. Less discount for combined order

 

[TC_HTX]

I took the day off. It was actually because of Beta (tropical storm), but its like I 'got a twofer'

Must be nice! I still had to drive in to Baytown this morning!

 

[pdx_m3s]

Of course all my work meetings are right during Battery Day. I'll have to catch this tonight, and I'll try to not see any spoilers.

 

[CyberGus]

Elon spoiled it yesterday

 

[holeydonut]

I wonder if Elon will unveil a plan to turn humans into batteries like in The Matrix...

 

[pdx_m3s]

I wonder if Elon will unveil a plan to turn humans into batteries like in The Matrix...

I think turning humans into Dojo training chips would be a far better utilization.

 

[zanary]

I wonder if Elon will unveil a plan to turn humans into batteries like in The Matrix...

I don't think he spoiled anything. Just set expectations because everyone was dreaming too big.

Here's my prediction.

(1) Model S/X will go Plaid for the new Performance Model (no OTA update as we know there is a new motor in latest firmware). Ludicrous version is end of life. Don't think there will be a refresh of the Model S/X today.
(2) Model 3/Y will go Ludicrous for the new Performance Model (no OTA update as we know there is a new motor in latest firmware). Current Performance will go end of life.
(3) FSD going live by end of year for select few, and the subscription model will begin around the same time.
(4) Minecraft available by end of year in the Model S/X/Y/3

The new cells will be used for the Model S/X as we know he can't do mass production right now, so it only makes sense to offer it on his lowest volume vehicle (the Model S/X Performance or maybe just the Model S Performance to start with).

The same cells will be used on the Big Rig and Truck followed by the Roadster once he can mass produce them in the volume he needs with the CyberTruck getting it first.

 

[strider]

Interesting. I do hope they roll out Plaid S/X. Tesla needs to respond to the Taycan and Lucid.

 

[pdx_m3s]

Interesting. I do hope they roll out Plaid S/X. Tesla needs to respond to the Taycan and Lucid.

I wouldn't say they need to, and it shouldn't be anywhere near the top of Tesla's priority list. Tesla needs to focus on the machine that builds the machine to bring costs down in order to really make a dent in accelerating the transition to sustainable energy/transport. Plaid S/X should just be a means of generating brand interest and buzz.

 

[jjrandorin]

I don't think he spoiled anything. Just set expectations because everyone was dreaming too big.

Here's my prediction..................

(2) Model 3/Y will go Ludicrous for the new Performance Model (no OTA update as we know there is a new motor in latest firmware). Current Performance will go end of life...............


.

I realize this is supposed to be a thread to talk about actual announcements, instead of speculation... but reading this specific one from @zanary made me realize that, if this prediction actually comes to pass, my thoughts of "I will have my current model 3P for the next 6-7 years" would go completely out the window

 

[zanary]

Plaid S/X should just be a means of generating brand interest and buzz.

Not necessarily true. It is to also bring a higher gross margin on certain vehicles.

 

[zanary]

my thoughts of "I will have my current model 3P for the next 6-7 years" would go completely out the window

... said every Model S owner from P85, P85+, P85D, P85D + Ludicrous, P90D, P90D + Ludicrous, P100D, Raven Performance

 

[strider]

I wouldn't say they need to, and it shouldn't be anywhere near the top of Tesla's priority list. Tesla needs to focus on the machine that builds the machine to bring costs down in order to really make a dent in accelerating the transition to sustainable energy/transport. Plaid S/X should just be a means of generating brand interest and buzz.

You are correct, except that this is Elon we're talking about here. He has absolutely no interest in anything back office/back plant because it isn't fun and exciting. It's been that way since Day 1. There are only 2 ways Tesla will focus on such things:

1) Elon steps down from day to day operations
2) People start buying competitor's vehicles and citing QA, post sales support, etc. as the reason.