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If so, it may be a 4680 form factor but not necessarily with all the advanced chemistry they showed at battery day. Initial 4680s will have the tabless connectors, but possibly a conventional chemistry anode and cathode. Then later they would be upgraded with the dry electrode process, the silicon anode and the nickel-rich cathode. But this is just an educated guess on my part.
It seems probable that nearly all production of all chemistries will eventually migrate to a 4680 form factor. Presumably that could even work for solid state although by then other formats will probably be in use too. We all need to aware that battery technology is moving rapidly so there is a maximum outlook of about three years, since it has been taking that long to develop completely new battery approaches. Of course there will be improvements every year for every chemistry.
 
We don't know how quickly they can switch back and forth between structural 2170 to 4680, but it does appear they are able to incorporate either battery structurally in Berlin. Likely Austin too if needed.

My guess is that the pack for both the 2170 and 4680 pack is structural and swappable, just the 2170 pack will achieve it with added structural assemblies inside the pack itself, while the 4680 will use the batteries themselves for structural strength. You’ll need the 4680s for the planned weight savings, but this way you can still use 2170 capacity until 4680 ramps up.

(Edit: by “swappable” I mean the design is such that the factory can switch rapidly between each cell form factor due to the pack design)
 
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It seems probable that nearly all production of all chemistries will eventually migrate to a 4680 form factor. Presumably that could even work for solid state although by then other formats will probably be in use too. We all need to aware that battery technology is moving rapidly so there is a maximum outlook of about three years, since it has been taking that long to develop completely new battery approaches. Of course there will be improvements every year for every chemistry.

My guess is that the entire S3XY lineup will eventually standardize on 4680 structural packs and cast front and rear frames over the next 3-4 years.
 
Tesla Model S delivery times in the U.S have just shorten by 1 month. This in conjunction with Model X starting production...I think we should see a pretty big ramp up Q4 as supply chain issues are being solved. At current production rate, each month of orders is about 3k. So they can potentially produce 12k or more in Q4 of the S.
 
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This is extremely sage advice. Investing isn't just about our money, it's about our time too.

I started a motovlogging channel on YouTube because I'm passionate about motorcycle riding, and my early retirement thanks to my TSLA shares allowed me to dedicate time and energy to my new hobby with peace of mind. It's been such fun so far, and I only have Tesla and Elon to thank for the time I've been allowed to enjoy how I see fit. Once I get my Model Y I'll likely start a Tesla channel because I've become super enthusiastic about Tesla too, and I'd love to find some way to contribute back to the Tesla community.

I know we all are enthusiastic about our Tesla investments, but stopping to smell the roses and enjoy our lives along the way is also important, because time only marches in one direction.
So true...this is my view on my hike today. 20211009_155141.jpg
 
Elon already commented on this, calls it cycle time:
I see lot of quotes on factory times or KPI (Key Performance Indicators) without much reference to units. In manufacturing operations there are 3 important time KPI's to understand the productivity of a factory. I see many quotes without explaining the units. Glad Elon clarified.

1. Cycle time (CT) - Takt Time - The time it takes between each product coming off the line. Typically around 1-2 min for most auto factories. Can be decreased by adding more tools and equipment. Easy to back into the capacity of a factory if you know the cycle time and the working pattern. (how many hours per week the factory is operation). Bottle and can manufacturing is the leader here....typically a bottle/can factory will run at 120/sec, this is why Elon wanted to emulate them for the 4680 batteries.

2. Manufacturing Cycle Time (MCT) - Actual clock time it takes from the start of a product until it is finished. This is more of an inventory measurement. If the MCT is 7 days and your cycle time (CT) is 1 hour your inventory work in progress is approximately 7 x 24 = 168 units assuming a 24/7 operations. Processes that tie up a lot of inventory (i.e. curing paint, drying, battery formation etc) can greatly increase MCT.

3. Labor Time/Unit - This is the actual labor time per unit. Pretty easy to calculate. If you produce 1000 per day and you have 100 people working a 10 hour day the labor content is 1 hour per unit. 1000 hours/1000 products = 1 labor hours/unit. This is usually the most important KPI when discussing the productivity of any factory

When the VW CEO quoted 10 hours for Tesla I am still not sure if he meant number 2 or 3 above. 10 hours for either would be world class for an auto factory.

There are many other measures but if you are talking to an operations guy these 3 will be top of mind when discussing any operation.

My entire career was in manufacturing, thought it would helpful to clarify these measures as I see a lot of people throwing out numbers without explaining.
 
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On my way home from the Grünheide Volksfest.

My impression from talking to visitors there:

This event was very important and successfull to show the general public who Tesla is and what they are doing. Very good PR. The employees there were allowed to talk and all praised Tesla as an employer.

Tesla will be a Good citizen of Grünheide, Brandenburg and Germany. This is the perception the fair has created.

I have been on the Fremont factory tour (twice), but this here is much more advanced.

I was also surprised pictures and even video was allowed everywhere. No NDAs to sign, everybody was very communicative.

I heard (but could not verify) that close to 1 million people applied for a ticket. 10,000 were allowed to attend. I am grateful to have been one of the chosen few.
 
As a manufacturing guy this was the most amazing thing I learned from Giga Berlin tweets.


I can imagine this evolving to most of the interior over time. Really cool.

Now I know why VW was so concerned about Giga Berlin. I am sure they have a lot of this information from suppliers or former employees.
 
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