Interesting product roadmap leak (not by Tesla or a Tesla employee, but by an automotive consultant). It will be interesting to follow the proposed timeframes and products and see if they match up:
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
FEERSUMENDJIN
Member
Tesla economist reckons it is physically a LR waiting for a paid OTA upgrade. The upgrade will trounce the current LR.
UkNorthampton
TSLA - 12+ startups in 1
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I totally agree, yet it rips me that I still HODL. Maybe I'll adjust some things. It's a game of chicken, so I just let the universe decide.
The stock split and Q1 ER is all I wanna think about. What happens tomorrow is too dynamic. TSLA is the default parking spot for many longs. If we go into recession, TSLA could be the new gold, and the nuggets are both needed and produced global.
(Too much HODL fanboy? I don't want folks to start saying "Ya-ya-ya, we know... Unicorns fart rainbows.")
I was reading an article from the Christian Science Monitor this morning written by a reporter traveling from the US to Beijing via Shanghai. If her experience is typical, travel in China is totally disrupted. Another article from another source said a truck driver bringing a load into Shanghai has to quarantine 14 days. Then, he can take a load back and quarantine 14 days again. That’s one round trip a month per driver. This isn’t encouraging for a fast ramp up.
willow_hiller
Well-Known Member
From what I can tell, these guys are just industry forecasters: AFS | Forecasting
But given they have vehicle program codenames, it's possible the forecasts are based on insider information.
But given they have vehicle program codenames, it's possible the forecasts are based on insider information.
The reading of the dates doesn't line up here though. That would signal Cybertruck in Oct 23 based on the Model 3 reading of the date.
UkNorthampton
TSLA - 12+ startups in 1
BE AWARE - reports of it being a scam/pump and dump/PR agency cited didn't release info
Breaking ;-)
EDIT2: apparently this was viewable yesterday - Tesla $TSLA Acquired $LTUM Lithium Corporation, A Lithium mining company based in Nevada - Benzinga
NEWS: Tesla has confirmed that it acquired Nevada-based lithium mining company $LTUM Lithium Corporation.
EDIT2: apparently this was viewable yesterday - Tesla $TSLA Acquired $LTUM Lithium Corporation, A Lithium mining company based in Nevada - Benzinga
NEWS: Tesla has confirmed that it acquired Nevada-based lithium mining company $LTUM Lithium Corporation.
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I don’t think the thread went into the 525a thing, it was more a thorough dissection of the range situation, how the testing is done, the actually build location of the 279-mile VIN and the fact that there were actually two sets of paperwork for the same car -- one a revision of the other -- rather than paperwork for one car (279-mile range Dual Motor) with paperwork for a second mystery car still hanging out there as many internet “influencers” had claimed.
Just trying to save you a slog... there is quite a bit in that thread about this but its spread over dozens of pages between mostly other stuff.
Artful Dodger
"Neko no me"
It wasn't just Sandy Munro who considered the advantages of end plate cooling for 4680 structural packs. The following thermal analysis was done by a specialist Mechanical Engineer in Sep 2020:
Tesla 4680 Cell: Thermal Analysis Suggests Unique Cooling ... insideevs.com
Background:
"On Battery Day, Tesla told us that the biggest barrier to a larger format cell was cooling the cell, and that its new tabless electrode design fixes that problem. This cooling problem was what made Tesla limit to 2170 cell size in Model 3 and Model Y. The new tabless design allows Tesla to move to this much larger new cell.
"The problem with large diameter cells is that, as you increase diameter, the cell’s heat rejection goes up much faster than the surface area, so your ability to remove heat through the sides of the cell gets worse with larger diameter cells."
In the diagram labeled "4680 Cell-Based Battery Section" locate the part called "Structural Micro-Channel Bottom Cooling Plate"
Now, the analysis above concluded that Tesla would be able to discard the side cooling ribbons, but clearly that has not happened (we can see they have them in photos taken on Apr 7, 2022). But, we can not simply ignore the fundamental problem with large diameter cells as identified by Tesla on Battery day: heat from deep within the cell must have a path out or the cell will overheat.
This is a main benefit of the tabless electrode cell design: it provides a thermal pathway from the deep core of the cell to the endplates (clearly the copper electrode will get too hot if it's not cooled). This could be done either by direct contact to a cooling plate, or through a heat sink providing a thermal path to the side cooling tubes.
Could Tesla be doing both endplate and side cooling for 4680 cells?
We don't know which it is right now, simple as that. But one solution to all these requirements is that Tesla may have decided to cool the cells both from the sides and from the endplates. I trust that Sandy Munro will buy a Texas Std AWD Model Yand show us with a teardown how it works.
Cheers!
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Do we have confirmation that the new Standard Range Model Y from Austin is using the NCA chemistry? Because it is not the highest range but more than what would be in an LFP pack, I wonder whether it is using LNMO instead.
Manganese is dirt cheap, so it would be great if they could use it to substitute partially for nickel.
I know that we went round-and-round on this a couple of months ago, but it would seem to be an important detail because of the cost differentials.
Manganese is dirt cheap, so it would be great if they could use it to substitute partially for nickel.
I know that we went round-and-round on this a couple of months ago, but it would seem to be an important detail because of the cost differentials.
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Agree this is not a technical thread, but when things wrongly «seems like a fact» I am inclined to comment. Tesla did not miss on bottom-only cooling, this was pure conjecture from Munro - him beeing wrong should not smidge to be a «Tesla miss». Too many confuse sources (some actively contribute), we do need to separate facts from guesses and conjectures…
Phobi
Member
I wonder if the other shoe will drop regards to collaborating with The Boring Company…
New meaning to Tesla hitting “Rock-Bottom”
HODL. So fun.
New meaning to Tesla hitting “Rock-Bottom”
HODL. So fun.
I'm surprised this has been under the radar. For example, no mention of this on Apple's Stock app for TSLA. This seems like a BFD to me.
not sure this amount of video was needed to make this point.... one sentence could cover it.... we get it
... i am still open to his videos but i will be a lot more discerning going forward.. that all
Knightshade
Well-Known Member
Seems like a really small company though? Total market cap was ~30 million.... in contrast somebody like Piedmont Lithium (the folks who are years behind filing their permits to fulfil contracts with Tesla) are like a 1.5 billion dollar company.
(that said I did YOLO some shares of it when I saw the news and it's up over 120% at the moment)
EDIT- Sold for 3x what I bought the shares for.... even owned by Tesla I don't see a 3x in market cap (4x from what it was yesterday) as being anything more than a FOMO rally.
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thesmokingman
Active Member
LTUM is up 122%, not exactly under the radar now.
*Lmao it just doubled from there!
There haven't been any filings regarding $LTUM at the SEC. Seems like they would need to file to alert the market.
Could be a penny stock pump and dump.
Could be a penny stock pump and dump.
Super small company that doesn't make any money. For long-term growth and securing future supply at lower costs this makes sense. For the stock, mining is typically very low margin and not something that is likely to improve profitability in the near term for Tesla. If anything I'd expect a small negative to to the stock. But ~30m company is a drop in the bucket, doubt the market will really care on the Tesla side...
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