-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Imagine thinking the media has a conscience.
lafrisbee
Active Member
in case someone hasn't broached this idea..I think they are renaming Full Self driving something that is less of a legal mindfield.
TheTalkingMule
Distributed Energy Enthusiast
Good eye. I'm so I damn sick of the FSD arguments, it didn't even cross my mind. Makes sense to change, but I hope they brainstorm a bit more on that weird name.
Dang, so Elon admits to owning Bitcoin?
lafrisbee
Active Member
UMMM, more of my "good eye"... If they use the same software in other devices/robotics "Tesla Vision" will be a good trademark.
The 4680 form factor can presumably be built by battery suppliers using different methods to what Tesla is trying to perfect (eg using traditional wet electrode process etc), so maybe it is possible Berlin and Austin could use non-Tesla 4680 cells. The downside of course is that those non-testa cells would cost more and perhaps have less range or other attributes?
Neat move. Then all they need is to rename Autopilot to OttoPilot and they are done with the media / EU-complaint circus.
TheTalkingMule
Distributed Energy Enthusiast
Tesla Vision Colonoscopy? That should take the SP a degree of magnitude higher.
Which would be short for the full name of: "OttoPilot - Not An Autopilot", you know, just to be consistent with SpaceX's offerings.
Frankly, Elon missed a trick by not calling it OttoPilot from the beginning!
Elon has said Berlin would be the first to use the structural battery pack. I think it has been presumed that this structural pack would be built around 4680 cells. We find in the call that it could be 12-18 months for the 4680's to be in volume production. If the 4680s are not ready by the time Berlin is I wonder if they can use 2170's in the structural pack.
I don't believe the actual baseline matters that much in this case. Elon set the baseline in his mind when he stated 1 million and added his expected 1 million production to get to 2 million. It's the differential in Elons mind that counts, think of it as a Fruedian slip. So I still see this as an implied acknowledgement of an internal 1M production target for 2021.
For those worried they won't be able to purchase stand-alone Powerwalls, there was this on Page 9 of the release:
"As we increase our production rate, we may make it available once again as a stand-alone product."
So the situation linking Powerwall and Solar sales is only temporary while they are production constrained. As soon as battery supply and powerwall production ramps up they should make them available as stand-alone products again.
"As we increase our production rate, we may make it available once again as a stand-alone product."
So the situation linking Powerwall and Solar sales is only temporary while they are production constrained. As soon as battery supply and powerwall production ramps up they should make them available as stand-alone products again.
I don't think structural packs need to be 4680 cells, I'm sure Rivian had end cooled 2170s.
But a more conventional path is 4680s from other suppliers.
We need exact quote it was something like "18 months from volume production" and "not quite ready yet to go into cars".
But previously we were told Fremont 4680s would initially go into Berlin Model Ys.
There are 3 possibilities here for initial Berlin Model Y production:-
- 2170s
- 4680s from external suppliers
- 4680s from Fremont
I think Berlin Model Y has to have castings and a structural pack, they don't have the robots or floor space, for a more conventional production process?
They may need to be structural packs, or they need may some other engineering work around..
Front and rear castings are needed for a structural pack, but it may not be true that front and rear castings need a structural pack..
Similar threads
- Locked
- Locked
