Featsbeyond50
Active Member
They amended to the 24th.
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They amended to the 24th.
Which is why I feel the new cells will be in the first tri-motor CT, long before the mentioned "serious high-volume production" begins in 2022.Why I think now I'll wait for CyberTruck with the new battery Tech, not that long from now... Next year.
Range <-> Towing = Big Deal.
To act goofy and have a fun day of it?
Well, that would be a production line for cells. Tesla already does, and has since 2008, manufactured batteries. Anyone (including him) who doesn't understand the difference, shouldn't be an analyst.Only a few hours before it's apparent to the most uninformed just how STUPID Gordon Johnson really is. Because he said twice that people think Tesla makes batteries but that Tesla doesn't make any batteries.
How that gonna look when we see Kato Rd. video of thousands of batteries snaking around a modern battery production line on high-speed conveyors?
Oh, come on... just look a few lines further down on the index page! But in the spirit of being helpful:Could somebody post a link to the Corona Virus thread please?
Looking to see if anyone knows anything about another company - Moderna - claiming to work on a Corona virus vaccine and other amazing medical miracles... PM me or something?
Thanks a bunch.
... with the 150+ decibels that a hovering 5,000 lb rocket would make, they'll be done LISTENING for about 3 days (then have ringing ears for about a year).
Did I mention that the FAA frowns on flying experimental/prototype rockets near people?
Faq.
I'm at the 5k point in the reservation list for the tri-motor so unless they decide to deliver to local buyers first I'll be sure to let you all know what's it's like.Which is why I feel the new cells will be in the first tri-motor CT, long before the mentioned "serious high-volume production" begins in 2022.
Did you take into account the current ten-day hiatus on MiC M3 production?Yeah, I think it was Fremont-only too, but the wider market got spooked by it.
Now what's the Fremont record, 120k-ish? - add 40k from China and... seems too much, but you never know.
I don't think Elon mentioned how difficult it is to ramp production in order to excuse an expected slip into 2023. He mentioned it to set expectations that it is going to take until 2022 to significantly ramp up battery production even though there's already a test line currently up and running. There won't be a huge number of RR batteries available in 2021 so we'll see some semis rolling off the line but there won't be mass production at first. Also, the Cybertruck and especially the Roadster will have to wait until production massively increases. Maybe there will be enough to get some Cybertruck out the door late in 2021 but we won't see the Roadster until 2022.Before replying to the content, I just wanted to say I enjoy your comments but disagree with some of the ones in this post.
I agree that the desired chemistry is settled by Jeff + Elon, and have watched the videos on lab testing. But as you say conventional longevity testing of cells still needs to be performed. I'd expect those coming off the mass production line (as opposed to the lab/pilot production line) will incur this process to ensure they meet desired specs before actually producing at full tilt and getting the final signoff to put them into vehicles. Then there is still the gigantic task of expanding the supply lines and replicating manufacturing lines many times over all over the world. That's a difficult thing to do.
I'm sure you saw from the @gabeincal videos just how recently the Kato road facility has been completed. Here's a pic from 3 weeks ago. You can't tell me this is a production line that has been up and running for some time. They are most definitely in pilot phase.
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Poor old "just" is doing some hard work here. Elon stated in his tweets just yesterday how challenging the task is (10x-100x) to mass produce something compared to the prototype. Surely thinking a little slippage in the timeline is not unreasonable given the circumstances.
I'm not betting against Elon, I've said multiple times that I'm leveraged into Tesla as I have that much confidence in him and the long term prospects of Tesla. However if you mean to ask has there been times where Elon has missed his stated timelines then I would have to give an emphatic yes. Luckily, I am leveraged via CFDs which have no time constraint, but many Tesla investors felt some pain from the slower than stated ramp of M3 including Rob Maurer and Karen Rai in Q1 19 (to name a couple of the most prominent).
I want Tesla to meet their targets, even beat them. But when scaling their Everest it is likely that it takes a little longer than expected to reach the top. I fear there is a casualness from many with which the difficulty of what is trying to be achieved can be reached - even the suggestion of a little slippage has responded in 1k word replies.
Don't bet against Elon, but don't Bank on his timelines.
If you like, we can agree to reference this on Jan 1 2023 and one of us can say "I told you so". tweets included for reference.
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Wouldn't be battery day with our fav GJ making his dumb comments;
Enjoy! "5 people have died according to tesladeaths.com relying on tesla's battery technology"...Did not know that batteries killed people....Guess you learn something new every day.
Dude even compared $NKLA to $TSLA....god..this guy is soooooooooo STUPID!
I don't think Elon mentioned how difficult it is to ramp production in order to excuse an expected slip into 2023. He mentioned it to set expectations that it is going to take until 2022 to significantly ramp up battery production even though there's already a test line currently running. There won't be a huge number of RR batteries available in 2021 so there will be some semis rolling off the line but there won't be mass production at first. Also, the cybertruck and especially the roadster will have to wait until production massively increases.
Did you take into account the current ten-day hiatus on MiC M3 production?
Ah F, this post will age wellI'm a slow learner. SP usually drops with these events, but I just picked up 1,000 shares anyway that I'm using to write more covered calls. Just a warning that when I buy, the SP usually drops, so you can expect 300s tomorrow....