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Project Highland (Investor impact etc.)

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  • Why not motor related?
  • If the motors aren't capable of more than 200 kph, Tesla won't necessarily spend $ on higher speed tires, so top speed would be simultaneously motor and tire limited.
  • If your hypothesis is that they reduced the top speed of SR and LR to accommodate a specific tire choice: How do you then explain the disappearance of the P?
It’s possible, but it seems like its the TIRES

 
Yes, seems like that is the case. I stand surprised and corrected.

Limiting top speed by tire seems to be a recent practice at Tesla. Perhaps they noticed that Plaid sales didn't go up once they finally released the high speed tire and unlocked the 200 mph top speed?

After that, they lowered the base S/X to 149 mph. According to Wikipedia, tire rating 'V' is 149 mph. Coincidence? Big step up 'W' at 168 mph.
 

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Yes, seems like that is the case. I stand surprised and corrected.

Limiting top speed by tire seems to be a recent practice at Tesla. Perhaps they noticed that Plaid sales didn't go up once they finally released the high speed tire and unlocked the 200 mph top speed?

After that, they lowered the base S/X to 149 mph. According to Wikipedia, tire rating 'V' is 149 mph. Coincidence? Big step up 'W' at 168 mph.
The plaid was always limited by top speed by the tires as well. It took six months before one could BUY the tires that enabled both max 0-60 speed AND top speed. So, as one famous man once said “good tires, but not GREAT tires”
 
Overall, Bjorn is very impressed by the interior
Bjorn is great. "In Norway you have to refill the wiper fluid ... every few hours." And his reaction to the stereo / door opening bug, and listening to the rear door closing clunk over and over ("I could do this all day"). Love how he packs in useful info while still being entertaining.
 
One would imagine that Highland will have a stronger Osborne effect on the 'classic' M3 here in North America than it had overseas, since Highland is out and available for all to see so many months before its available here.

To some extent Fremont probably has to cut classic M3 volume to make room for the production conversion toward Highland.
The question is, in order to balance the Osborne effect, will they cut production beyond what's needed or maximize production and only adjust the price? I am betting on price only, based on Elon's statements and the evidence so far.
 
One would imagine that Highland will have a stronger Osborne effect on the 'classic' M3 here in North America than it had overseas, since Highland is out and available for all to see so many months before its available here.
Or it could have an anti-Osborne effect for the people that need to have stalks. Buy an Model 3 now, before they take them away.
 
When debating the Osborne effect and project priorities, it is important to consider all of the projects Tesla is working on.

IMO some things are not happening or are slow to happen due to a lack of engineering resources, a delay in obtaining and installing equipment,, parts supply chains issues, or a need to maximise production in particular quarters.

This is my tentative list of priorities based on guesses about what is happening at each factory, some tasks cap proceed in parallel, but anything requiring a line shutdown impact on production volumes for at least 1 quarter. (higher priories at the top.)

1. 4680 cell production.
2. Cybertruck ramp.
3. FSD
4. Austin Model Y. (cells probably an issue)
5. Berlin Model Y.(cells probably an issue)
6. Sparks Semi
7. Optimus
8. Shanghai Megapack
9. NA Model 3 Highland - Fremont or Austin
10..Gen3 car Mexico
11. Gen3 car Berlin
12. More Megapack factories.
13. Model Y Juniper
14. RHD Model S/X
15. Domestic / Industrial heat pump.
16. Roadster

If NA Model 3 Highland requires a line shutdown it is going to be easier to do that after 2. & 4. are complete because increased Model Y and Cybertruck volumes can partially compensate.

It also depends of whether or not Model 3 Highland for North America will use front and rear castings and a structural battery pack,. And whether or not a upgrade similar to what was done in Shanghai is an useful interim step.

I am also wondering if a rear screen is an indicator that vehicle has a 48V wiring harness, perhaps not yet for Model S/X, but for all other models. If we picture the wiring harness as a loop running around the 4 edges of the car, a link to a central screen would be an intersecting line in the middle of the loop, that means 3 paths linking front and rear, so increased redundancy.

Otherwise with a conventional wiring harness the rear screen requires additional power and data cables, and the data rate may need to keep up with video gaming. (Assuming that the processor playing the game is in the front of the car.)