Because otherwise the headlines of battery day would be "Telsa admits to battery cell delay". As it is, Elon got the "bad" news out first, so battery day news can be positive.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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Because otherwise the headlines of battery day would be "Telsa admits to battery cell delay". As it is, Elon got the "bad" news out first, so battery day news can be positive.
Mo City
Active Member
Elon's tweet should eliminate any concern about the Osborne Effect on sales. Nobody thinking about buying now gives a care about 2022.
I bet they ramp up production faster and beat 2022 by a few months.
I bet they ramp up production faster and beat 2022 by a few months.
ZachF
Active Member
Honestly, he is bascially saying exactly what I was expecting... Plaid/Roadster/CyberTri/etc first, probably performance/LR versions of 3/Y in 2022.
The tech will go to the high end models first and filter down as production ramps. Should be a surprise to no one.
Jackl1956
Active Member
ByeByeJohnny
Member
I think they are more surprised that Elon thinks the day before is the ideal time to say it out loud. I mean he probably knew that yesterday, or the day before. Or last year.
Done to offset the osbourn effect?
bkp_duke
Active Member
Exactly. Under-promise, and over-deliver.
Elon 9 months from now:
"Our Ramp on Roadrunner cell lines has gone much better than predicted and I am happy to announce that these cells have been in large-scale deployment of vehicles delivered for the past 45 days."
Something along those lines.
He's acting like a proper CEO.
Knightshade
Well-Known Member
Yes.
Bunch of threads in the 3 and Y forums of folks holding off purchases for BD announcements.
Many told them that was silly, that at best you'll see new stuff in Plaid S (and maybe X) on BD and almost certainly won't see the new stuff in 3/Y next year either (cept MAYBE Gigaberlin) but hope springs eternal I guess.
I mean, to be fair, did anyone really expect anything different?
I expect Plaid S&X. That's not supposed to be high volume. So no waiting till 2022 needed.
I expect breakthroughs in technology. Those are still on the table.
Let them sell.
I expect Plaid S&X. That's not supposed to be high volume. So no waiting till 2022 needed.
I expect breakthroughs in technology. Those are still on the table.
Let them sell.
Words of HABIT
Member
Federal gov't reportedly offering $500M to bring EVs to Ford’s Oakville plant
Ontario government offering $500M to Ford to retool their plant in Oakville (just West of Toronto) to EV manufacturing, if they will take it.
Let's hope this goes better than the $2.5B Ontario government grant that went to GM to keep their Oshawa plant (just East of Toronto) open...they closed within a year of taking the cash.
Governments keeping legacy auto manufacturers alive. Much more to come.
Ontario government offering $500M to Ford to retool their plant in Oakville (just West of Toronto) to EV manufacturing, if they will take it.
Let's hope this goes better than the $2.5B Ontario government grant that went to GM to keep their Oshawa plant (just East of Toronto) open...they closed within a year of taking the cash.
Governments keeping legacy auto manufacturers alive. Much more to come.
Meh, wouldn't give him that much credit. The speculation ran this wild because of all the times he said it'll blow our minds and how insane it will be.
Eh considering Tesla and Elon have never given any sort of timeline for when the new tech would go into vehicles, that's a stretch. Sure the media could try and portray it as that but they would have portrayed it negatively anyways however they can.
And I don't buy the preventing Osborne'ing because we're talking one day here. It wouldn't make any difference in saying the same thing on stage tomorrow.
In the end it makes zero difference to me if he states this in a tweet or on stage. Just peculiar timing if you ask me
The timing is kind of bizarre. I’d love to think he’s trapping bears or whatever, but he’s probably just delivering honest news. Why it couldn’t wait for tomorrow I’m not sure.
I find I’m always short on popcorn...
I find I’m always short on popcorn...
MTL_HABS1909
Member
He got it out of the way now to avoid this dumb over reaction after the actual unveil. Very smart move!
ZachF
Active Member
Tesla is going to have capacity for ~2m vehicles by 2022/23... That's ~200Gwh of batteries needed.
vikings123
Active Member
Two things:
1. Even one day of orders can make a big difference to EoQ push.
2. I think Elon realizes the expectations were getting really high. So he is doing the right thing as a leader and keeping expectations low. Under promise over deliver.
I guess from my view, there will be so much information given, that Elon saying on stage that very high production won't be reach until 2022 but that the new batteries would be going into S/X from the pilot line.....would be viewed positively
It seems like Elon is trying to keep Battery Day from being a sell the news sort of event. Lately Tesla has been beating their production estimates, I'd bet that the Cybertruck ends up in volume production by Q4 2021 and they beat what Elon just tweeted.
Agreed....it can only go uphill from here....we can all only hope.
At least it dis spells the demand problem.Exactly - I cringed everytime he tweeted how awesome it's gonna be - why not downplay it on purpose to blow people away
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