To take your mind off the ticker and related shenanigans. Promotional video showing the Megafactory in action:
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I think it was 279 rated.Can’t seem to find it. But what is the range on a standard range AWD model Y?
It is mainly good news for long-term holding. We do want to see this -- production of 4680s showing enough speed and reliability they can be put in a car that is sold just like the other models.this tells us that a new MY is going to be introduced, but doesn't tell us much in any changes in 4680 improvements/rates etc does it?
To take your mind off the ticker and related shenanigans. Promotional video showing the Megafactory in action:
Tesla were calling up people who had ordered Model Y Long Range to see if they would want an Austin-built standard range instead, for a bit less $$$. Without getting too specific about the car's details. (279-mile EPA range was known) I think the act of finally putting it on the website configurator forces them to be a bit more upfront about the differences in capability of the cars. Might have a different range than 279, even. I personally believe it can charge at higher than 250kW, but since there aren't any Superchargers that can supply that yet, it won't be announced. It certainly keeps charging at 250kW for more of the SOC range.I think it was 279 rated
Perhaps our child-like CEO should stop taking about masterbating and project a better image.Today it is such an honour for Tesla to go south alongside with highly investment grade stock such as Palantir, Jumia, and bunch of other money losing EV stocks...
Facebook has declining revenue and rapidly expanding costs.
If you take Facebook’s guidance for spending next year and they keep having declining or flat revenue they will *lose* money… that’s why the stock price is so low.
Pretty much all of the tech mega caps are post growth.
Tesla has told us they are transitioning to 4680 in stages. First, get it ramped with performance at least on par with 2170s. Then, they'll start making the changes to their ingredients over time that will result in energy density and other improvements.It is mainly good news for long-term holding. We do want to see this -- production of 4680s showing enough speed and reliability they can be put in a car that is sold just like the other models.
But the news doesn’t offer any indication Tesla is getting better performance out of them, let along enough to put them in LR models at similar weight to current batteries.
So for now it seems like the value of the news is that the batteries at minimum could help with pricing on medium-range models, since much of the necessary supply can be produced in-house.
Vertical integration perhaps coming good. Next step, hopefully, better performance from them.
VW is also starting the process to IPO Lamborghini, just like they did Porsche. Pulling money out of all these legacy, ultra-luxury/perfomance brands...
Tesla to request permit for expansion to 1M vehicle production still in 2022 (not a surprise after recent tree cutting):
I think it is well understood Model Y is considered an SUV.This 4680 Model Y SR sounds like a build specifically to take advantage of the new tax credits
I would not be at all shocked to see it priced below the $55k "Other" limit in the legislation
(Referring to talent acquisition) Honestly, with what are likely to be dramatic layoffs in the tech industry in the coming quarters, I don't think it will matter at all. Indeed, Tesla will likely have their pick of the litter (more than they apparently already do).So I have a couple concerns about a lot of the noise lately, to a certain extent the effect on demand but I really feel this will affect talent aquisition and retention, engineering and otherwise. Hard to read some of these reports and not think it would raise concerns for potential future employees. It's obviously an area that will be hard for us to see as outside investors.
The demand issue will hopefully not turn out to be an issue and will at least be partially be answered in 4q earnings calls. In any case I think the growth of the energy side of the business and the semi are areas that will be driven by dollars where feelings are much less of a factor. But the auto side is concerning considering just based on things I am hearing from friends and family who were planning on purchasing.
And I do think these are a couple of areas I'd love to see discussed as I think they are very relevant to where we think the stock price is and/or should be. Well, at least as relevant as Optimus's knee joints (although I did learn things!) I don't really care about the topic except as it impacts this.
If all were equal. It's having problems so yield is low so the costs/cell may be quite a bit higher right now but lots of opportunities for improvement. They can improve chemistry, they can improve DBE process so it actually works, etc. For now the big win seems to be the reduced number of cells which leads to a higher margins on assembling packs. The cells have the same density and they are much thicker (thicker cell walls I mean) so they weigh a lot. Helps provide structure maybe...they are much heavier cells than the prior two versions 18650 2170s.If the 4680 cell is cheaper to make and/or more efficient in usage, would there be fewer cells needed per car, and hence improve margins per car, esp with regards to SR version of Model Y. This would be important to know, at least if investment is based on projected improving margins and hence revenue.
Perhaps our child-like CEO should stop taking about masterbating and project a better image.
It's that 4D chess people claim Elon plays. Backlog was getting too long so Tesla raised prices and increased production while Elon worked online to inspire people to cancel orders.Just did a quick survey of wait times on Tesla's website. Everything is available in November 2022 if you select higher trims. But for base models...:
S base spec November 2022
3 base spec November 2022 (LR not available to configure, but lots of new inventory to choose from)
Y base spec December 2022 (LR)
X base spec March 2023
So it looks like they're catching up on orders, it's nowhere near as bad as it has been