Official Battery day thread 2020

[holeydonut]

There's a mirror of the stream here if you don't have your TSLA control number.

Edit: removed the old link and put up the one from @Ostrichsak
livestream.tesla.com

 

[Ostrichsak]

There's a mirror of the stream here if you don't have your TSLA control number.

Why not just go to livestream.tesla.com ??? No need to go to some lower quality YouTube user's version to pad their view counts.

 

[holeydonut]

Why not just go to livestream.tesla.com ??? No need to go to some lower quality YouTube user's version to pad their view counts.

Weird that wasn't working before when it was the investor call. Did they just put up that link? I edited my previous post.

 

[Ostrichsak]

Weird that wasn't working before when it was the investor call. Did they just put up that link? I edited my previous post.

It was working for me so... not sure.

 

[holeydonut]

This presentation needs more Cybertruck and less shingled battery ring thing.

 

[CyberGus]

Model S Plaid: $135,000!

 

[Weeee]

Model S Plaid: $135,000!

140k as price tag

 

[SoCal Dave]

140k as price tag

If they knock a 0 off the end of that, they got a deal!

 

[strider]

If they knock a 0 off the end of that, they got a deal!

They have a deal at 140. They will be under Lucid's dual motor price and above it in performance. They will also be (way) under the Taycan and above it in performance. At least from a range and quickness standpoint.

 

[SoCal Dave]

They have a deal at 140. They will be under Lucid's dual motor price and above it in performance. They will also be (way) under the Taycan and above it in performance. At least from a range and quickness standpoint.

Too rich for my blood. Maybe in another life with a few less kids.

 

[CrazyRabbit]

all about battery production chemistry (cathode/anode and battery form factor, 4680), scaling production and capacity. nothing about powerwall or solar technology.
a bit to political. i don't like the other dude!

 

[Zorg]

No "one more thing" moment. The S plaid was just there to annoy Lucid with marginally better performance. Still, the tabless bigger batteries, the almost there dry electrode and battery as part of the chassis structure seem like pretty exciting developments that should see the light of the day in the next 12 months. We'll probably see all this in the CT first.

The only thing I didn't get: if your batteries are part of the chassis, and your battery fails. What happens to the car?

 

[jebinc]

A let down... Didn't live up to hype.

 

[CrazyRabbit]

... the tabless bigger batteries, the almost there dry electrode and battery as part of the chassis structure...

The only thing I didn't get: if your batteries are part of the chassis, and your battery fails. What happens to the car?

i don't think battery being part of the chassis is a good thing, now the battery case will be deflecting under chassis loads. perhaps damaging battery.

seem like the heat in batteries is just from current flowing down a buss to the tab, not from the chemistry.

new subframe to replace battery....

 

[willow_hiller]

What did you all get out of the presentation with regard to residential energy? I was a bit surprised Powerwall didn't come up at all.

1. No V2G for current fleet in North America, even with external inverter. Elon basically said the current Tesla connector is incapable of it. Discounted the concept as well. I think he's laser focused on driving down cost, and adding V2G would add cost to the vehicles, while undercutting their static storage market. That, and I think Elon actually had a good point about reliability. Your virtual powerplant isn't very reliable if 90% of it can drive off at any random time.

2. Maybe what was said about battery chemistry and manufacturing will eventually apply to Powerwall? Maybe an LFP cell could help drive down Powerwall cost, at the expense of weight/size? But as far as we know, Tesla will continue to use Panasonic NMC cells for Powerwall for the foreseeable future?

EDIT: This slide did actually touch on Powerwall: https://twitter.com/aaronglz23/status/1308534002001866763?s=09

It falls into the "Nickel + Manganese" Long Range category. Maybe storage capacity + longevity upgrades?

 

[Zorg]

If my math is right, the 4680 is 5.5 times the volume of a 2170, but only 5x the energy. So, it sounds like it's effectively less energy per unit of volume. Not sure how that improves range.

 

[flyguyjake]

They claimed to be “unlocking” up to a 54 percent increase in the range for Tesla vehicles and energy density for its energy products like the Powerwall. (A battery’s energy density describes its capacity to do work given its weight or volume.)

 

[pdx_m3s]

While not as flashy as FSD and product unveils, if Tesla can execute on the plan they laid out today, it will be “orders of magnitude” more impactful than anything they have done to date. This is exactly the kind of presentation us long-term TSLA investors want to see.

 

[mnsweeps]

Lots of theory and assumptions. Plus its Elon promises which means it would take way more than 3 years to achieve this (if it's possible). Roadster talk , Model 3 @ $35k etc etc and nothing happened. It was a let down today.

 

[CyberGus]

Lots of theory and assumptions. Plus its Elon promises which means it would take way more than 3 years to achieve this (if it's possible). Roadster talk , Model 3 @ $35k etc etc and nothing happened. It was a let down today.

Elon's enthusiasm gets the better of him sometimes, but he over-delivers far more than he falls short.