This really ups the ante for the investor meeting on March 1st.It seems it's goona take high vol Model Q to destroy TSLAQ
March 1st ....
.CT would be HUGE in Thailand -- they love big pickups there, and I suspect too in lots of SE Asia. And for autos, SEA has a lot of protectionist policies (which often allow things made anywhere in Asia including China), so making it in China would let them sell it for a reasonable price, while making it in the US for import would not.
Didn't Franz say that they we're including the learnings from the CT in their new RT platform? The only learnings I can see from designing and building a CT is how to build another CT.
The demand in Europe for CyberTruck is huge. Many people I wasn't expecting it from want one and even I'm attracted. Most fall into the narrative that Europe is no truck continent which was true before the CT was revealed. Many are attracted and Tesla won't be able to ship enough from the US.I doubt there's enough demand for the CT outside the US to warrant an overseas factory, it would be much more efficient to simply make more CT's in Austin (build a second line maybe) and export them.
No, if this is a Tesla press and it is indeed going to China then I feel it must be for something other than CT. The 3/Y don't need it, neither would the S/X, so it's most likely for a NEW vehicle IMHO. Which would be the compact car, or Gen3 car. Or the Model Q.
I see a big problem in how narrow the streets in Asia are, even a scaled down version of CT would not be practical in Asia for the masses.
No problem. The streets will be wider once the CT drives down them.
If they stole the Gigapress for the Cybertruck and gave it to the Gen3 product I think there would be pitchforks.Folks should remember that original reports in March 2021 were that the Gigapress for CT was an 8,000T unit:
Check Out Tesla's Cybertruck Giga Press: It Exerts A Mammoth 8,000 Tons | InsideEVs (Mar 19, 2021)
It's possible that Tesla had the 8,000 ton Gigapress while not yet in production, since it other factors were seem to be in the critical path of the CT Gant chart.
That means the new 9,000 Ton Gigapress delivered to Giga Texas last week could be for the Gen 3 car, and another 9Kt press will go to Tesla China for its Gen 3 product.
I expect we'll know more after March 1st...
Cheers to the Longs!
You are right, I definitely was in bad form on that post, it's a faux pas I've called others on so I have no excuse not to call it on myself.
If we are seeing a 2nd 9k press being sent to China then I think that's the explanation that makes the most sense. If the CT needs an 8k press, then a 9k press suggests a single piece casting.Folks should remember that original reports in March 2021 were that the Gigapress for CT was an 8,000T unit:
Check Out Tesla's Cybertruck Giga Press: It Exerts A Mammoth 8,000 Tons | InsideEVs (Mar 19, 2021)
Tesla’s first 8k-ton Giga Press for Cybertruck production showcased in new video
It's possible Tesla had the 8,000 ton Gigapress, while not yet in use for production since other factors seem to be in the critical path (ie: 4680 cell production ramp).
That means the new 9,000 Ton Gigapress delivered to Giga Texas last week could be for the Gen 3 car, and another 9Kt Gigapress is planned for Tesla China's Gen 3 product.
I expect we'll know more after March 1st...
Cheers to the Longs!
Thanks, didn’t mean to be snippy.
It would make perfect sense believe me, its truck crazy down in Oz, I'm surrounded by them, they're the most popular cars sold here, the CT will fly of the shelves, a neigbour 2 doors up from me has an F-150 and said to me recently he'd get one in a heart beat if orders open again?
8K ton wording was used for a few months Q1 2021 by teslerati but after that period its all 9K.Folks should remember that original reports in March 2021 were that the Gigapress for CT was an 8,000T unit:
Check Out Tesla's Cybertruck Giga Press: It Exerts A Mammoth 8,000 Tons | InsideEVs (Mar 19, 2021)
Tesla’s first 8k-ton Giga Press for Cybertruck production showcased in new video
It's possible Tesla had the 8,000 ton Gigapress, while not yet in use for production since other factors seem to be in the critical path (ie: 4680 cell production ramp).
That means the new 9,000 Ton Gigapress delivered to Giga Texas last week could be for the Gen 3 car, and another 9Kt Gigapress is planned for Tesla China's Gen 3 product.
I expect we'll know more after March 1st...
Cheers to the Longs!
insideevs.com
He was right about demand in China, and they made a move to cut prices. I don’t think anyone is arguing that Tesla can’t do things to bring in demand if it falters at certain price points.For a while....
I’ve been actively looking for solutions. Purely searching the web and looking at top sites linked by Google, here is what I find. I’ll update on what I find out as I’m getting quotes etc.
www.energysage.com
