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

[Chenkers]

I'm still not convinced that this is shipping in Tesla cars (yeah, yeah, yeah, I know, I'm hard to please, I'm an engineer and I need Elon to say he's shipping prismatic or actually see the pack come out of a working Model 3)

While there's only been few LFP cars shipped in the USA, just about all SR+ 3 and Y cars shipped from Shanghai from late 2020 have been LFP. None of these LFP cars use cylindrical cells, up till now they have been CATL Prismatic. I'm not sure how you could have missed this as we've discussed it here extensively and there has been a lot of online coverage of LFP cars delivered to Australia and Europe etc. Elon has also talked about LFP cars a lot on conference calls including the ability of LFP to use a variety of formats, including the current prismatic.

 

[SOULPEDL]

Speaking of Max Pain, next week looks like some copy cat scheme. Is this normal?

 

[jeewee3000]

OMG, that thing is big! (this is why the stock is up!) /kinda s

The bullish part to me is the basic fact that there are (plenty of) people interested in looking up this machine on the internet. I can't recall ever googling the production facility for the latest BMW vehicles for example.

Even Tesla suppliers are rockstars nowadays. Says a lot about the brand.

 

[Discoducky]

While there's only been few LFP cars shipped in the USA, just about all SR+ 3 and Y cars shipped from Shanghai from late 2020 have been LFP. None of these LFP cars use cylindrical cells, up till now they have been CATL Prismatic. I'm not sure how you could have missed this as we've discussed it here extensively and there has been a lot of online coverage of LFP cars delivered to Australia and Europe etc. Elon has also talked about LFP cars a lot on conference calls including the ability of LFP to use a variety of formats, including the current prismatic.

Just to be clear, I haven't missed it, I just don't believe Tesla is shipping prismatic cells. Sorry folks, my engineer brain needs more deterministic evidence.

I'm happy to review when available and happy to celebrate my utter-wrongness when the time comes.

 

[Todd Burch]

That's a really big hinge pin! And it just slides into place... precisely!

Speaking of big pins sliding into place...

At the start of this contract, I wonder if Elon called IDRA and asked "Hey IDRA, wanna Cyber?"

 

[Chunky Jr.]

OMG, that thing is big! (this is why the stock is up!) /kinda s

I saw somewhere that it weighs more than 1.5m pounds. Now I know why they were doing so much foundation reinforcement at giga texas.

 

[ZsoZso]

Speaking of Max Pain, next week looks like some copy cat scheme. Is this normal?

View attachment 814136

First resistance at 850 and even that is a small one, then even smaller diff at 900 and a similar at 950.
So, sky is the limit if we get a rally going ?

 

[dhanson865]

So new Tesla radar tests are making the rounds. Most everyone thinks this means there will be radar units retrofitted on every FSD capable Tesla.

Plot twist: This isn't for cars it's for the new robot "Optimus Subprime".

alternate twist: It's for the Semi not the smaller Tesla cars.

either way I find it hard to believe they are backtracking on radar after they just opened up the FSD beta so wide without it.

 

[RichardL]

An update on Dan O'Dowd, running for US Senate in California, in order to attack Tesla.

In the 'top two advance' primary, he is currently 13th with 0.89% of the vote

 

[mongo]

Just to be clear, I haven't missed it, I just don't believe Tesla is shipping prismatic cells. Sorry folks, my engineer brain needs more deterministic evidence.

I'm happy to review when available and happy to celebrate my utter-wrongness when the time comes.

???

Then where did the pack in the Munro video come from?
Are you saying the LFP packs are cylindrical?

 

[bkp_duke]

It wasn't a teardown, it was an inspection done at a 3rd-party facility, during which Sandy and his team were given extensive, detailed views of the CATL LFP pack (and LFP modules within):

LFP Module detail (time-indexed video)

Cheers!

Much appreciated. Learn something every day.

 

[Todd Burch]

So new Tesla radar tests are making the rounds. Everyone thinks this means there will be radar units retrofitted on every FSD capable Tesla.

Plot twist: This isn't for cars it's for the new robot "Optimus Subprime".

alternate twist: It's for the Semi not the smaller Tesla cars.

either way I find it hard to believe they are backtracking on radar after they just opened up the FSD beta so wide without it.

Yeah, I think that it's just that previous radar-related information from 2018 is now public so it's surfacing.

 

[SOULPEDL]

Speaking of big pins sliding into place...

At the start of this contract, I wonder if Elon called IDRA and asked "Hey IDRA, wanna Cyber?"

Looks like the tool is held in position by bungee cords and duct tape (like the size of your leg though). Can't wait to see it run!
OK, I'm done. Tools excite me. (Or maybe it was all the red that triggered something in my head. Red be gone today!)

 

[Discoducky]

???

View attachment 814139
Then where did the pack in the Munro video come from?
Are you saying the LFP packs are cylindrical?

I'm not saying anything other than I need deterministic evidence. This is just how I am, hope I'm not offending anyone.

 

[Artful Dodger]

Yeah, I think that it's just that previous radar-related information from 2018 is now public so it's surfacing.

Yes, and its possible that Tesla may need to have a ready supply of replacement units available for older AP1 vehicles for AEB via radar. Those are the cars that won't have Tesla Vision based Autopilot (and all its safety features), due to CPU limitations with the original Mobileye chip.

Cheers!

 

[FireMedic]

I’ve engaged a prayer candle over here which gives me extreme confidence that we’ve put in a bottom.

Unfortunately I’m all out of dry powder so this is the most I can do to buoy the SP.

 

[UncaNed]

They are shipping in the short range Model 3 for sure. Even references to it in the manual.

Tesla counters Model 3 SR+ delays with LFP packs in North America

Tesla is countering Model 3 Standard Range+ delays by offering some potential owners the option to switch to the LFP, or lithium iron phosphate, battery packs that are available in Asia and Europe. For months, Tesla has been battling high demand for its vehicles. Forced to push back delivery...

www.teslarati.com

View attachment 814134

I didn't see anything in there about prismatic nor blade format...

 

[mongo]

I'm not saying anything other than I need deterministic evidence. This is just how I am, hope I'm not offending anyone.

What means deterministic?
Tesla called out in Q1 letter that nearly half of vehicles produced are LFP.
Either they have prismatic packs (like shown in video) or somewhere a plant is churning out 2170 LFP cells.
Those are the two choices.

 

[Artful Dodger]

I need deterministic evidence.

Okay:

1. go to your nearest convenient Tesla Showroom or Gallery
2. sit in the Model 3 SR+ on display
3. open the 'Charging' page in the screen
4. If the image of the Battery displays "50%" and "100%" then your vehicle is equipped with a LFP Battery

Cheers!

 

[Prunesquallor]

TL: DR

Stock market dumb. Us be smart.

“We be fast, and they be slow”.