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dmckinstry
Model X 2019
Audio sync is terrible. When it looks like JB is talking I hear Elon's voice, and visa versa.
tinm
2020 Model S LR+ Owner
Choppy, but Elon is talking about the autonomous driving service. Saying you will be able to set criteria such as 5-star passengers, family, or friends only for your car to provide autonomous service to.
Mario Kadastik
Active Member
Yuri_G
Member
Mario Kadastik
Active Member
Wait, who mentioned Tesla minibus here before with 12-15 seating capacity? Elon just confirmed they are thinking that!
racer26
Active Member
I was more happy to hear Elon repeatedly shoot down all the people throwing other things at him like Roadster and Forklifts with "we need to have laser focus on getting mass-market affordable vehicles out there."
The interesting thing is that in the video accompanying the livestreem the GF capacity was shown as 50GWh --> 500,000 cars (2018) and 150GWh --> 1,500,000 cars. So from the 2018 on the working assumption is that average capacity of the battery pack in a car will be 100kWh.
Mario Kadastik
Active Member
Wait, I don't remember a minibus from there, remember busses and trucks and the likes, but not a Model X platform minibus.
Anyway, is it just me or was the meat from this GF opening just not there. Have to admit the streaming was so crap that I didn't get half of what was happening.
tinm
2020 Model S LR+ Owner
But what about PowerWalls and PowerPacks? It's not just car battery packs.
3Victoria
Active Member
See: http://jalopnik.com/tesla-is-about-to-eat-volkswagens-lunch-1784408514
EM had tweeted it today: "Some good guessing by @Jalopnik. The Tesla Minibus will be built on a Model X chassis. People density potential is surprisingly high."
He said tonight that the focus is: Model 3, compact SUV, Minibus, ...
EM had tweeted it today: "Some good guessing by @Jalopnik. The Tesla Minibus will be built on a Model X chassis. People density potential is surprisingly high."
He said tonight that the focus is: Model 3, compact SUV, Minibus, ...
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Mario Kadastik
Active Member
Ah, woke up ca 15 minutes before GF party live feed so haven't checked up to what Elon's been up to on twitterworld 
Mario Kadastik
Active Member
Yes, looks like the hoped for meat wasn't there so nothing interesting for the markets to chew and what could have a positive impact on SP. So it may be an awesome party (sad I missed that), but with no M3 test rides and only very short lip service from Elon and JB with absolutely nothing new (well ok, the minibus might be new a bit) and not concrete data on GF operations or Power* product plans that haven't been already mentioned in the news briefing it's not going to support the SP. The short covering is so while I hoped for a pop on Monday from GF news that I could use to move some of my shorter term riskier sold puts to less risky positions I'll just do it at what ever price action there is, planning to not change too much, but will somewhat reduce my delta going into earnings by moving some Aug puts to Dec and then back after the ER.
I would think that the slide than should have shown how many cars AND TE products 50GWh and 150GWh are worth, but it did not.
So the slide seems pretty ambiguous.
The interesting thing is that in the video accompanying the livestreem the GF capacity was shown as 50GWh --> 500,000 cars (2018)and 150GWh --> 1,500,000 cars. So from the 2018 on the working assumption is that average capacity of the battery pack in a car will be 100kWh.
This is immense - 150GWh - 3 x the yearly (2013) manufacturing in the World.
Elon said 50% sharing between stationary and vehicles - my guess is average 70kWh for the cars and average 30kWh for storage.
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3Victoria
Active Member
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