Mrbrock
Active Member
I think it depends on where you live. Climate and SC availability being the two biggest factors. Warm weather an SCs every 50 miles or less? Going from 330 to 380 isn’t going to matter. Example: CA. I traded from SR M3 to LR MY for extra interior capacity more than range. And AWD. If they had a 260 mile AWD, I probably would have done that to save $5k. Have had no issues traveling with the wife’s SR MY or my SR M3.Agreed...they're certainly not going to fill in the space with MORE battery capacity....It feels much more likely they'll keep the capacity the same..and any benefits are strictly because of weight..which doesn't end up being that significant in the overall scheme of things...
For sure they're not putting MORE capacity. I think that is a for sure thing. Anyone hoping they're filling the same weight/area that is there with 2170s with 4680s is going to be disappointed. Whether they put in the same capacity or less is yet to be determined. I think they take on too much of a risk trying to shave a few extra batteries off. I think the company benefits from using the 4680 in general, the consumers will benefit from the slightly lower weight. Overall it'll end up making a tiny difference. It could just be slightly lower capacity and slightly more range but who knows what's going to come back with certification....I guess we will see soon.
Will they have space (and a way) to add more batteries for extra capacity later? Could be...Would some people be willing to pay for it? Of course...Being ok with the current range does NOT mean you wouldn't pay more for more range. Tesla has already proven that is the case and we're certainly not at the range where that doesn't matter..900 to 1000? Probably very few...If we were talking 500 vs 600 miles, not many but more would care. But 300ish to 400ish? Even more people would care.
Now, if you have less SC availability (100+ miles between) and cold weather, then yeah, that extra range might be worth it.
As far as the math goes, if they add 5% xtra cells, every 20 cars will have enough extra batteries for a full car. If there is a $20k margin on each MY sold and they price the upgrade at $2k, they need at least 50% of buyers to pay for the upgrade to not lose money. Not going to happen, not a good bet for Tesla financially.