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

[bkp_duke]

Wow!


It looks like bottling/canning tier productivity (like 99% automated)

I was surprised to still see the weaving coolant strip between the cells. I thought Tesla had planned to wick heat away from the top/bottom of the cells. Perhaps they decided that wasn't as efficient, or are leaving it for a future iteration.

 

[JRP3]

I was surprised to still see the weaving coolant strip between the cells. I thought Tesla had planned to wick heat away from the top/bottom of the cells. Perhaps they decided that wasn't as efficient, or are leaving it for a future iteration.

The Berlin cutaway pack showed the side cooling ribbons as well.

 

[MP3Mike]

I was surprised to still see the weaving coolant strip between the cells. I thought Tesla had planned to wick heat away from the top/bottom of the cells. Perhaps they decided that wasn't as efficient, or are leaving it for a future iteration.

I don't think Tesla ever said that, but a lot of YouTube "experts" have been stating it as fact for a long time now. (And Lucid says bottom cooling is better, but I assume Tesla knows what they are doing.)

 

[UnknownSoldier]

It's confirmed. Elon is actually an alien bringing alien technology to the people of Earth:

https://twitter.com/x/status/1512165486892572684

Elon is Kane.

This is a Command & Conquer reference.

 

[nativewolf]

LOVE how the structural pack is substantially thinner than current packs (obvious if you have ever worked on / taken apart a Tesla pack, perhaps not if you don't have this experience).

BTW, I'm 99.99% certain that is video from Austin production, given some of the backgrounds show the very VERY tall concrete beams that are unique to that facility. Kato Rd doesn't have nearly as high of ceilings.

Will take your word on it. I love everything about the 4680. Brilliant idea. Structural battery packs. Brilliant idea. Less manufacturing space. Brilliant. Faster assembly. Brilliant. Weight reduction. Brilliant. Better charging performance all around. Brilliant.

The only gotcha has been scaling this up and they are about a year behind where they'd hoped to be. That's not terribly bad. Just hope they continue to roll forward with scaling Kato. Then get Berlin producing the same. I think the German drivers will notice the difference as it should, to a discerning driver, be a better ride. It should make the Tesla lineup in Germany just that much superior to anything from VW group (one of my least fav companies in the world. Toyota, Exxon, VW, Valero, Chevron. Pent of evil).

 

[Artful Dodger]

This is the most surprising content I have seen in some time. IT is astounding that Tesla is not an advertiser either. I shall tune in tomorrow at 3PM Eastern.

More helpful surprises:

This is the brilliance of Elon Musk: Gov. Abbott | Fox Business (1 hr ago)

Cheers!

 

[ZeApelido]

Produced video showing 4680 production straight into structural packs. Unclear whether it's filmed at Kato Rd or Austin.

Yeah, I'm real worried about Lagacy Auto catching up...

 

[MABMAB]

OK, Can anyone post links to official or other livestreams of tonight?
THank you.

 

[MP3Mike]

OK, Can anyone post links to official or other livestreams of tonight?
THank you.

Here is the official YouTube link from Tesla:

or

Q1 2024 Financial Results and Q&A Webcast | Tesla

Join us on Tuesday, Apr 23rd for Tesla Q1 2024 Financial Results and Q&A Webcast.

livestream.tesla.com

Note: it doesn't start for a little over 2 and a half hours. (9 PM CT)

 

[MABMAB]

Here is the official YouTube link from Tesla:

Note: it doesn't start for a little over 2 and a half hours. (9 PM CT)

THANK YOU!

 

[Artful Dodger]

I was surprised to still see the weaving coolant strip between the cells. I thought Tesla had planned to wick heat away from the top/bottom of the cells. Perhaps they decided that wasn't as efficient, or are leaving it for a future iteration.

Do you mean this process, shown at about 0:15 in the video?

Winding the Jelly Roll.Giga Texas.2022-04-07 | Tesla video

The white sheets in this snapshot aren't "coolant tubes", they are the separators between the cathode and anode, used while "rolling the jelly roll", which is later inserted into a 4680 cell.

Coolant tubes would need to be outside the cell, not wound into the jelly roll.
I watched the whole video at 0.25x speed, and I did not see any coolant tubes surrounding the cells at any point.

Cheers!

 

[TheTalkingMule]

I was surprised to still see the weaving coolant strip between the cells. I thought Tesla had planned to wick heat away from the top/bottom of the cells. Perhaps they decided that wasn't as efficient, or are leaving it for a future iteration.

I'm pretty sure this was the last delay, their effort to try and cool from the end(s) only.

Elon on one of the quarterly calls said they were pretty much there on 4680, just trying to make it 100% safe. I don't think they ever got the end-cooling safe enough to satisfy him.

 

[Zero CO2]

Will take your word on it. I love everything about the 4680. Brilliant idea. Structural battery packs. Brilliant idea. Less manufacturing space. Brilliant. Faster assembly. Brilliant. Weight reduction. Brilliant. Better charging performance all around. Brilliant.

The only gotcha has been scaling this up and they are about a year behind where they'd hoped to be. That's not terribly bad. Just hope they continue to roll forward with scaling Kato. Then get Berlin producing the same. I think the German drivers will notice the difference as it should, to a discerning driver, be a better ride. It should make the Tesla lineup in Germany just that much superior to anything from VW group (one of my least fav companies in the world. Toyota, Exxon, VW, Valero, Chevron. Pent of evil).

on battery day 9/22/20 elon indicated 1 year to 18 months to start reaping benefits and three years for full benefits ... not sure where you are getting a year behind from ?

Elon Musk: (02:35:03)
I mean, 0.420%, of course. So what this enables us to do is achieve a new trajectory in the reduction of cell cost. And now to be clear, it will take us probably a year to 18 months to start realizing these advantages and to fully realize the advantages probably it’s about three years or thereabouts. So if we could do this instantly we would, but it just really bodes well for the future and means that the long-term scaling of Tesla and the sustainable energy products that we make will be massively increased. So, what tends to happen as companies get bigger is things tend to slow down, actually they’re going to speed up.

 

[Singuy]

Do you mean this process, shown at about 0:15 in the video?

Winding the Jelly Roll.Giga Texas.2022-04-07 | Tesla video

View attachment 791144

The white sheets in this snapshot aren't "coolant tubes", they are the separators between the cathode and anode, used while "rolling the jelly roll", which is later inserted into a 4680 cell.

Coolant tubes would need to be outside the cell, not wound into the jelly roll.
I watched the whole video at 0.25x speed, and I did not see any coolant tubes surrounding the cells at any point.

Cheers!

Check 1:19 and see the cooling tube between the cells.

 

[MP3Mike]

Do you mean this process, shown at about 0:15 in the video?

Winding the Jelly Roll.Giga Texas.2022-04-07 | Tesla video

View attachment 791144

The white sheets in this snapshot aren't "coolant tubes", they are the separators between the cathode and anode, used while "rolling the jelly roll", which is later inserted into a 4680 cell.

Coolant tubes would need to be outside the cell, not wound into the jelly roll.
I watched the whole video at 0.25x speed, and I did not see any coolant tubes surrounding the cells at any point.

Cheers!

I'm not sure how you could have missed them:

Clearly shows coolant tubes between the cells.

 

[Electrifying]

Check 1:19 and see the cooling tube between the cells.

Yeah the wavy cooling plate? I imagine cooling rate is proportional to the contact surface area between the battery and the cooling tubes. A cylinder will have more circumference/side area than top and bottom discs? side area = Height * 2 * pi * radius. Bottom and top areas are both pi * radius squared. So if H > radius then side area is bigger.

 

[dl003]

RIVN at $40 a share is getting interesting to me. Sandy and other reviewers have nothing but good things to say about the trucks they've received. I know they still have a long way to go, but I'm starting a position here.

Their running P:S is $40B / $200M = 200. Very interesting indeed.

 

[Nocturnal]

We are going to get so much amazing info from this event. Christmas all over again.

 

[AudubonB]

Is there an official thread for discussing the Cyber Rodeo that you could link us to? Do you care one way or the other if attendees are posting dozens of updates from there in this investor's thread?

MOD: 'Sall good.

 

[jbcarioca]

More helpful surprises:

This is the brilliance of Elon Musk: Gov. Abbott | Fox Business (1 hr ago)

Cheers!

It takes a Canadian to understand Texas?