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Also if the previous story about Tesla planning to source 4680 from both Panasonic and LG (in addition the their own) is accurate, they'll presumably still have LG supply available.
Looks like LG didn't run into whatever issues Panasonic did, since they began mass producing 4680 in March according to this:
LG Energy Solutions begins mass production of 4680 batteries.
LG Energy Solution has begun full-scale production of the 4680 battery, the next-generation battery for electric vehicles. The company aims to stay ahead of the competition in 4680 battery technology, with mass production expected by the end of the year.www.pickool.net
*looks at SP, nope, still well under $300*And the Twitter gate has been lifted on the stock!
Anyone who relies on CNBC for Tesla related news is always going to be days behind and have a skewed view regardless.CNBC evidently doesn't want to report this. My prediction... they will wait until their round-up of news just prior to the closing bell... so no viewers (the ones that don't know what the heck is going on anyway) will be able to organise purchases of TSLA before the bell.
I hope it costs them even more because they can’t keep it under $170.I hope it cost's the bastages a ton to try and keep it under 170.
Assuming it's real, I think the largest part of the Twitter "overhang" is the risk of Twitter requiring more funding and forcing TSLA sales by Elon vs him being CEO.pretty muted TSLA SP reaction to the Twitter CEO announcement ... there was narrative a while back that the " Twitter overhang and Elons lack of focus " was damaging the SP ... we should be up $100/sh ... oh wait is was a narrative fallacy ... "its the Fed stupid " /s
He is going to remain “exec chair & CTO, overseeing product, software & sysops.”pretty muted TSLA SP reaction to the Twitter CEO announcement ... there was narrative a while back that the " Twitter overhang and Elons lack of focus " was damaging the SP ... we should be up $100/sh ... oh wait is was a narrative fallacy ... "its the Fed stupid " /s
Yup, the real catalyst will be Elon buying Tesla stocks again which signals that Twitter is financially stable.Assuming it's real, I think the largest part of the Twitter "overhang" is the risk of Twitter requiring more funding and forcing TSLA sales by Elon vs him being CEO.
A couple years ago I considered the possibility for the Model 3 to be the eventual "$25k vehicle" at a very high volume. It was shot down, and might be again. But given the introduction of the castings and structural packs, and Tesla's drive for affordability, why not change as little as possible and keep driving down the costs through volume? The Next Gen Factory Process might come out with something new still, but how new does it need to be if the structure is all in castings on a Model 3, possibly this year? In the new process, a quarter Panel could still be attached prior to final assy, so it could be made in sections still, I think. What else would need to change as far as design in order to follow the next gen flow?
And if not the same car, maybe the Model 3 becomes the stepping stone needed to co-supply the frame sections of the next Gen with commonality in the castings and then some.
I watched a few minutes here and there and then at the end. He never gave a summary of how the trip went and the stats etc.. Not even a textual summary on the video.And it's a new record at 8:50, faster even than Nio with battery swap
From the few minutes I watched Bjorn was doing sub 10 minutes charging stops to ride on the 250 kW wave
No kidding, comments are terrible and mostly baseless.AutoBlog through Yahoo - this morning:
A big reason more Americans aren't buying EVs: Two-thirds of dealers don't have any
Followed by a huge number of uninformed anti-EV comments.
I see things as a progression of anti-EV assumptions and talking points being demolished.No kidding, comments are terrible and mostly baseless.
They are, however, fully aware of the towing challenges, weather impact, and lack of charging at Apartments. Valid concerns but it's only 2023 still.
Meanwhile, I can't wait to tow something really big with CyberTruck!