Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[LN1_Casey]

Wait, did he say the last three advisory votes went through?

He said the shareholders agreed with the Board in all things, except the super majority one. I think anyway.

 

[wipster]

Monitor child labor with satellites? WTF do they find these people?

So that's what the purpose of Starlink really is...

Elon has built the Machine!

 

[phantasms]

....ok he's not wearing a plaid outfit. :/

 

[Cosmacelf]

The honking is hilarious!

 

[LST]

From a EU Standpoint this circus is just to ridiculous, WTF are these thes shareholders supposed to acheive ???
I bet they all have on f** ing chair /s

My time is wasted

 

[Boomer19]

meanwhile Xi was on cnbc in. background but i didn’t listen.
now cnbc headline across video
stating
“china/us tensions flaring”
&
“another threat bubbling, china tensions on rise”

so fyi regarding that.

figures cnbc trying to steal viewers from tesla

 

[Todd Burch]

Snippet 1: expect > 1M vehicle output from GF Shanghai over time.

 

[wipster]

Elon looks like he's lost some weight, he doesn't have the paunch he was getting. Looks to be in great health! That's good, I was getting a little worried.

 

[Cherry Wine]

Pretty much everything but a confirmation of Q3 GAAP profitability there imho.

 

[Chenkers]

So does everybody get to keep their car at the completion of the meeting?

Ross said they can purchase their cars.

 

[Todd Burch]

Looks good for future annual profitability (no duh).

consistent free cash flow generation.

 

[hershey101]

Elon looking buff... looks like he's been eating and working out now that he's no longer worried about $TSLA going bankupt

 

[LN1_Casey]

Overlord Musk just confirmed GF Shanghai will service other Asian countries!

 

[EVDRVN]

Hopefully there won't be any of that unintended acceleration at this event, that would not be good timing.

 

[Chocochip]

Gordon Johnson is cutting himself right now

 

[bkp_duke]

Gordon Johnson is cutting himself right now

One can only hope.

 

[Bet TSLA]

Elon says 30-40% growth in 2020 deliveries.

 

[Singuy]

360k X 1.4 is 504k. 40% growth.

468k-504k guide.

 

[LN1_Casey]

Spoiler: I'm proud of this one

https://twitter.com/LN1Casey/status/1308514549633515521

 

[StealthP3D]

Just a technical correction of terms here.

Dahm pioneered the technique of using what's called "Coulombic Efficiency" (CE) to measure battery degradation on a cycle per cycle basis. The CE is the ratio of energy (Coulombs) used to charge and discharge a cell. So if you charge a cell with 1 kWh from 2.5 to 4.2 V, then discharge it back down to 2.5 V and only get 0.99 kWh out, then you can use this data to assume that 1% of the energy went into internal cell degradation processes that will reduce capacity. A cell with a CE of 1.0000 would last forever. A very good cell would approach that number - 0.9999 or more.

Resistance isn't the right term to use here, because at higher charge rates, you will lose some energy to heat on both the charge and discharge cycles, but this doesn't affect the rate of capacity loss the same as losing it to internal chemical reactions. It's possible to have a cell with more resistance due to other factors than chemistry, for example.

How does this apply to battery day?

The single biggest technology advancement Tesla will announce today will likely be tabless cell construction. As previously mentioned, this will reduce internal electrical resistance by effectively making the tab which is historically small, huge. Also, thermal conductivity will be increased since now you have a lot of internal foil touching the can/case instead of just the tab, making the cells easier to cool under high charge or discharge rates. BUT in terms of Coulombic Efficiency, not only will tabless cells have lower resistance thanks to better electrical conductivity between the foil and can/shell, it will also have lower electro-chemical resistance since electrons will have a much larger surface area to spread out onto across one whole side of the foil, instead of them all getting shoved into a narrow point near the tab.

Since high C-rates do accelerate the rate of capacity loss, tabless will effectively spread out the peak C-rates more evenly across the entire cell, instead of focusing them into a single, small spot. So now we have a cell with lower electrical resistance, lower electro-chemical resistance, higher C-rate charge/discharge capability and higher thermal transfer capability. All of which translates into cells which can charge faster and discharge faster for a given form factor.

And we still haven't talked about other improvements - electrolyte additives, etc, etc.

Now a larger cell does trade off some of those C-rate and heat-transfer benefits - so the fact that Tesla is looking at a 5x+ larger volume cell tells me that the tabless construction and other benefits they are introducing are indeed, as Elon says, "very insane".

10 more minutes!

Thank you for the technical correction! Much appreciated and you wrote a very clear explanation that is worth a read if anyone skimmed over it!