Increasing range, but not price. If those numbers are correct, it's more than 10% additional range, but only a couple percent larger battery.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I couldn't bear to listen to the event after the 3rd question with 3 minutes.
My only question: Will Model Y's ship with 4680's out of Berlin or Austin in Q4 or Q1?
My only question: Will Model Y's ship with 4680's out of Berlin or Austin in Q4 or Q1?
Spacep0d
Active Member
Here's the 2021 Tesla Shareholders Meeting video with corrected (increased volume) audio. I'm hard-of-hearing and even with volume maxed I couldn't hear the first speakers in the original. Elon had a different mic and was slightly more audible, but not enough for me. This is not my video;
lafrisbee
Active Member
RobDickinson
Active Member
No mention of Berlin but Austin Elon said model y will start this Q with 4680s
Knightshade
Well-Known Member
Comment on post suggests NEDC to CTLC test cycle change- not sure if true, but if so it wouldn't be the first time Tesla in china "increased range" primarily by changing the test cycle # they advertise... previously it happened with them switching TO NEDC from WLTP
China: Tesla Model 3 Performance Gets Range Boost Or False Alarm?
Tesla has recently updated its Chinese online design studio and now shows 635 km (395 miles) of range for the Made-in-China Model 3 Performance version.
insideevs.com
lafrisbee
Active Member
so..dead in the water is dead in the water? is that what you meant?
jhm
Well-Known Member
Tesla wants to license FSD to other automakers. Hmm, would that be chips included?
lafrisbee
Active Member
This guy should be offering strategies to selling land in Austin.
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Knightshade
Well-Known Member
He also during his answer said "Mine just got turned on"... happens at 1:11:53 in the video posted a few posts above this one.
So he has one, just hasn't checked it yet.
Seems consistent with his previous claim he gets the "what is going out to others" version a few days early... meaning he only just got the version that reports safety score to the owner.
I expect it would have to (any alternative I can think of would be nightmarishly more complex and expensive for all sides).
Of course Tesla doesn't MAKE the chips, they just designed them, Samsung does the making.
But this is hardly the first time they've offered to license it to others- nobody's taken em up on it so far, instead throwing more $ at Nvidia, Mobileye, etc for the most part.
Artful Dodger
"Neko no me"
My mistake, good catch. It's yesterday's data (always), so that's Wednesday not Tuesday. Here's my history of Max-Pain for tomorrow's Options expiries:
I think even more interesting is my experimental "C-P Brkpt" (which is Calls - Puts at each Strike), which for days now has been pointing at a Friday Closing SP preferred by MMs at $790.
GLTA, and Cheers to the Longs!
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I'm going with Model C for the China version and Model G for the German one (maybe D for Deutschland?). I know, not very imaginative. So shoot me. Model S is Sedan so Elon has nothing on me.
Artful Dodger
"Neko no me"
@DaveT presents a point-by-point summary of Elon's talk during the 2021 AGM:
What Elon Musk said - TSLA Shareholder Meeting (Ep. 425) | Dave Lee on Investing (Youtube)
What Elon Musk said - TSLA Shareholder Meeting (Ep. 425) | Dave Lee on Investing (Youtube)
If Tesla solves FSD, then it'll be the entire package of sensor suite plus FSD computer if automakers want plug and play and doesn't want to deal with training their own.
So if it's a "moral issue" where every death is a result from other automaker not having FSD when you do, then Elon is pivoting away from dojo as a training service for automakers.
The irony, of course, being that Texas still messes with Tesla selling vehicles there.
In the meeting he sounded like he thought there might only be about 1,000 people with a score of 100. I think he's crazy but it seems he doesn't understand how many people are anxious to test it out.
If it's anything like the decanter I just bought it'll be better than the cars.
I think it’s going ok. As Elon said, they just don’t have the bandwidth (batteries/chips/etc) to do any more than they’re doing. Makes sense to me that they continue full speed ahead with S3Y and leave X, semi, and CT for next year.
Seems counterproductive to slow the ramp on existing products in order to start ramping products that they don’t have materials for.
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