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

[RobDickinson]

They may not use the dry electrode method of manufacture, who knows. Or they may licence it.

 

[insaneoctane]

I emailed the following to those who represent me in Congress and to the White House:

Please end tariffs on graphite imported from China. It is needed to lower the costs of batteries and make them more available, especially for electric vehicles. Do this either by law or insisting that the president makes it an executive order.

For that matter, end all tariffs to fight inflation and promote the economic boost from free trade by this supposedly free country.

I added "... And the EV leader, GM, and the UAW want this" to mine

 

[ZeApelido]

[Karen has entered the chat]

https://twitter.com/x/status/1466550474966982672

 

[thx1139]

[Karen has entered the chat]

https://twitter.com/x/status/1466550474966982672

You call her Cyber Karen, Doll!

 

[CHGolferJim]

Diagree. There is no love lost between Japan and China and they will fiercely fight against their domestic market being flooded by Chinese EVs. There's hardly a more nationalist domestic market for anything in the developed world than Japan, and they'd rather keep down the path of futility (hybrids, H2) than let their market be flooded with BYD, BAIC, SIAC, Geely, XPENG etc. Also, consider the strange vehicle dimension limits in Japan are both useful for the cramped space, but also protectionist.

Well you are correct, of course, about there being no love lost, but I wonder if the Japanese government in 2027 can really keep internationally popular Chinese EV brands out of the country if Japanese auto companies refuse to offer product and are seriously struggling to survive. I don’t know if JGov retains extreme influence over Toyota et al all like they have historically.

 

[Opus BC fan]

I'm thinking we end the day up (about half of what we were down yesterday).

Also, if Tesla opened Berlin and Austin on 12/9 then Germany can still say they won the race by a few hours

So far this is not aging well...

 

[phoggy123]

yeah a stretch, I dont expect it to happen but its not impossible. Austin will focus on getting that 4680 model Y line up and running then we'll see the CT

Didn't we see pictures of the CT front casting like 6 months ago? Also since they have enclosed the Austin factory its hard to tell what presses have been installed. I would assume though that we would see the test castings that would be scrapped though. Also I wonder about the cold rolled Stainless they have, I thought another firm was making this for them and still building a plant. This plant would conceivably service Tesla and SpaceX too.

The CT would be an amazing outcome but I think 12/9 will either be Austin Model Y or a split...or both. I feel like we would hear some suppliers spooling up if it were Cybertruck.

 

[RobDickinson]

No afik we've not seen any casting we know 100% is for the CT

 

[SmokyPeat]

Ah, well, we'll get 'em tomorrow.

So far this is not aging well...

 

[MC3OZ]

Didn't we see pictures of the CT front casting like 6 months ago? Also since they have enclosed the Austin factory its hard to tell what presses have been installed. I would assume though that we would see the test castings that would be scrapped though. Also I wonder about the cold rolled Stainless they have, I thought another firm was making this for them and still building a plant. This plant would conceivably service Tesla and SpaceX too.

The CT would be an amazing outcome but I think 12/9 will either be Austin Model Y or a split...or both. I feel like we would hear some suppliers spooling up if it were Cybertruck.

That was a Model Y front casting.

 

[Ogre]

Didn't we see pictures of the CT front casting like 6 months ago? Also since they have enclosed the Austin factory its hard to tell what presses have been installed. I would assume though that we would see the test castings that would be scrapped though. Also I wonder about the cold rolled Stainless they have, I thought another firm was making this for them and still building a plant. This plant would conceivably service Tesla and SpaceX too.

The CT would be an amazing outcome but I think 12/9 will either be Austin Model Y or a split...or both. I feel like we would hear some suppliers spooling up if it were Cybertruck.

Maybe they will Split an Austin Model Y?

Even if they don’t launch the Cybertruck soon, just showing off a new beta truck with 4 wheel steering; giving an update maybe on options and pricing (because there is that little uncertainty after they pulled it); and giving a little hint about timelines would be pretty nice for us information starved Cybertruck fans. I know it’s uncommon for them to update on products this far out from launch, but it has been… a long time and we’re nearing the original launch date.

I also think good news on the Cybertruck launch would be good for TSLA. Remind folks there is another shoe going to drop in the not-too-distant-future.

 

[phoggy123]

That was a Model Y front casting.

Yeah you are right. Wishful thinking.....

Unless they are incredibly stealthy I dont see how CT manufacturing is started this year. Too many things needed.

 

[Zero CO2]

I can imagine him climbing out of his apple-shaped car wearing his clown outfit..........

he sort of looks like your avatar

 

[ZsoZso]

i just wanna know if $TSLA is going up on Monday or not?

Yes!

 

[Thekiwi]

so no 3rd party will produce 4680s for teslas consumption? the ferragu/maurer interview seems to suggest otherwise …or, what am i missing?

our own wiki seems to say that as well;
Thread 'FAQ: TSLA Investor Discussions' Wiki - FAQ: TSLA Investor Discussions

• 4680 - third battery format introduced at Battery Day - size 46 x 80 mm, tabless design, dry electrode, pilot production at Kato Road/GF0, upcoming GF5 Texas, GF4 Berlin - also Panasonic, LG, and Samsung (sampling as of 7/2021), CATL (planned)
• DBE - Dry Battery Electrode introduced at Battery Day for Tesla new 4680, see above

DBE is not required to make a 4680 sized battery cell. The electrode material is made first and is dry when it makes it into the cell - it doesn’t matter whether thats done the old way (wet electrode gets dried in huge ovens) or the new Tesla way (it doesn’t need to be dried). So an external supplier can provide Tesla with 4680 cells that used a traditionally wet electrode process no problem.

 

[TheTalkingMule]

[Karen has entered the chat]

https://twitter.com/x/status/1466550474966982672

All that money on journalism school and this is the sentence structure we get?

 

[Don TLR]

That's simply ridiculous. And likely gonna make me buy a truck I don't really want and certainly don't need.

I mean, the plan was to take a wrecked Model Y and put the guts in a 2001 Jeep Wrangler chassis. The cost will be nearly the same, and I could just have Elon do all the work.

I’m right there with you on an EV wrangler but sadly ordered an ice version since the Cybertruck will be delayed when I planned to just keep driving that a way… although Earth Cruisers are run on 100% solar and that my idea of a 5 star hotel, thanks to Tesla..

 

[22522]

On the Tesla site they accept deposit on a Cyber Truck but say configuration is later. Different than it used be. Props to whoever first mentioned this.

 

[RobDickinson]

So according to a ford webinar the f150 order bank opens Jan, production starts June, deliveries September.

That could easily slip into Q4/2022

Game on

 

[RobDickinson]

On the Tesla site they accept deposit on a Cyber Truck but say configuration is later. Different than it used be. Props to whoever first mentioned this.

Its been like that for months now