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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
That's my tweet yo...
I will spill the bean here, CATL US was hiring on-site engineer for Fremont/Austin location 
Artful Dodger
"Neko no me"
CATL makes the entire pack (cells+case+wiring) for the MiC Model 3 LFP. If Tesla were to import that pack for vehicles built in Fremont, the packs would NOT pass through Sparks, NV. So I'm not sure how Bill could have any inside knowledge of such an arrangement.
Prolly a good thing too, since he'd be walking a thin line with revealing inside information. Remember the gal who would tweet about weekly volume at the paintshop in Fremont? Yeah, she got let go for violating here NDA with those tweets. Her twitter feed is now restricted for public viewing.
I am sorry, I hate to disagree with you of all people, but the LFP rollout in Europe was nothing short of a disaster. We are not talking about just one biased media outlet blowing sg. out of proportion either. I have read / watched reviews by German sources I trust and also spoke to a local Hungarian Youtuber who is a major Tesla fan and had the chance to try out an LFP variant. Even around ~0C he saw 30 kW "super"charging when cold, that could go up to ~60-70 sustained after hours and hours of driving and preconditioning. Range also went down way more significantly than with the NCAs, to 230km @120km/h, despite the heatpump.All EVs lose range in the cold, and it's not just about cold batteries: there are higher demands for cabin heating, higher rolling resistance from stiff tires on cold, slushy or snowy roads, and more requirements for use of wipers and defrosters.
All EVs benefit from preconditioning and prewarming. The major advantage of LFP is that you can plug it in, charge it to 100%, and leave it there while the cars waits in the garage for the next time you venture out.
Bottom line: if I was given the choice between a nickel (NCA) SR+ and an iron (LFP) SR from Fremont, I'd take the iron every time. I'd then pocket the difference in purchase price, and leave it plugged in all the time in my garage.
Oh, and I'd join the Tesla Network too so that it's out earning money for me twice a day (2 x rush hrs) while its not charging... That's basically a free LFP 3/Y that'll last for 1 million+ miles.
BTW, we learned on Bty Day that the $25K 'Model 2' will have Model 3 running gear (which includes the proven 1 million mile life rating for the drive unit) and the more economical LFP pack. So will there be a 'hot hatch ' version of Model 2 with NCA nickel batteries? Well, this is Tesla soo...
Cheers!
Hopefully, other than the inherent cold issues with LFP chemistry, this is more the BMS not being fully configured for the new cells and will get better with OTA later. However, it may not be a coincidence that so far in Q1 there are zero ships from Shanghai to Europe and once again we are only getting Fremont SR+.
Here is the charging curve of the NCA vs LFP variants. Blue line is SR+ with Nevada cells, red is LFP charging on Ionity (350 kW), yellow is LFP on V2 Supercharger. Pack has been pre-heated in all cases and the tester is legit.
Artful Dodger
"Neko no me"
I'll have the car on steady preconditioning once it's at 100% SOC. The battery will never get cold while parked. That's the advantage of leaving it plugged in.
The dude lies alot. It is obvious from his body language. Why there are still so many people out there who believe this guy is just amazing. He is a god to the "media" is really all you need to know for the truth. But he hits all the virtue points for those who just love the social credit system. The effort to clean the environment has two camps. The globalists that will use this virtue to control (gates) and the pragmatic types that want a cleaner and liberating energy future (musk). It has never been more obvious. Too bad so many folks are falling for the first camp...it will not be pretty if they succeed (communism is an ugly thing)
I think they would just be CF rotor sleeves to aid with magnet retention, so not necessarily krazy expensive.
That’s my opinion too. It’s very easy to deny having been short TSLA, so the refusal to deny is practically a confirmation. He probably doesn’t like to reveal how much he lost.
Whatever your opinion of BG, I seriously doubt he would lie about it, so refusing to comment is the next best solution. So at least some of BG’s billions have been put to good use (fighting climate change).
Sudre
Active Member
I am not talking about standard EV range loss. I am talking about some very unhappy customers. Yes there are positives with the Iron batteries but the slower charging and significantly less range in winter is not what people want.... altho it does appear the car is cheaper.
I've been driving a Tesla since 2013. I find the range loss not too bad as long as I have time to preheat everything. Some of the complaints could just be new EV owners who let their cars sit unplugged and drive off wit a frozen battery. I think all chemistry's would have a big loss in range but I don't know the true characteristics of LFP.
"The report from China already mentioned many buyers who do not want to keep their LFP Tesla. On Monday it was said on Twitter that many Danes had ordered a Chinese Model 3 in view of the sharp rise in electric car taxes from 2021 - and were now considering a cancellation. "
Tesla Model 3 with LFP Battery Has a Cold and Range Problem | Torque News
The comments have two people from Germany confirming the drastic range loss and slower charging in early Feb with the LFP battery.
I imagine some day someone will do a side by side test. Then we will know. As it stands now, I will never buy an LFP battery in winter cold climates.
TheTalkingMule
Distributed Energy Enthusiast
All of Texas is feverishly DM'ing Elon for duraflame logs and Megapacks, Ted Cruz be like....
Let’s use Superpower to turn carbon dioxide into diamonds. Very compact sequestering. More pleasing to the eye than Bitcoin. Inflation resistant. WSB will love it in their proverbial hands. I see only winners here.
MikeQ
Member
Uh, in the first few seconds of the interview he says, "I invested in Impossible Foods, Beyond Meat, Quantumscape" then a few minutes later he say, "I don't talk about my investments".
Another version that should be considered is that perhaps Tesla now has more vehicle production capability (ex-batteries), than the batteries to fill the bodies. Hence, lower the price a tad for the future sales that require fewer batteries. We saw this in the early days of the introduction of the dual motor drive. Initially, Tesla wasn’t producing enough motors to be able to add two into each Model 3 vehicle, thus they kept the price of AWD higher (and delayed availability) and “incentivize” buyers of the RWD. Eventually, motor production capabilities increased, and they started “dropping” availability of the cheaper RWD (no online order, special requests only). Personally, I believe that battery lines take longer to ramp up than other components, and therefore is the longest lead time item, which is always the one that gets most of engineers attention. Then, after things get settled, the next longest lead time items get attention, and on and on. That’s what I experienced while working at various startups.
The stock was beating the Nasdaq in the morning but noticeably decoupled from the Nasdaq about 45 mins ago and started getting walked down. Looks like MM's are stepping in to set up tomorrow for hitting max pain. Gonna set up a really interesting Friday/Monday since 50 day SMA is 761 and max pain is 760
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lafrisbee
Active Member
That is part of what I was thinking... but there is so much more to it...like Mr Gates being awakened. If his boys can't make a bigger change than Seba then perhaps he will redirect his money. And for Seba (if he is right) then he'll get a far greater mainstream audience... and Bill's Political backing...
Sudre
Active Member
I have a feeling THEY are going to hold things down tomorrow until the Robinhood selloff. Trying to decide if buying Puts at the end of today might pay off tomorrow.
"Mr plotkin....have you ever been short Tesla"
"Do you think his tweet had any impact"
Rep. Steve Stivers of Ohio, who doesn't understand the use of greenscreens, going for Elon.
"Do you think his tweet had any impact"
Rep. Steve Stivers of Ohio, who doesn't understand the use of greenscreens, going for Elon.
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