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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Artful Dodger
"Neko no me"
Dual Motor CT was announced at the reveal event in Nov 2019 as having a 350 mile range. That will be possible with a 122 KWh pack (not towing, of course). The Tri-motor with a 183 KWh pack could easily be spec'd at 500 miles range, although we don't have a direct assertion that it will be presented at the Delivery Event on Nov 30 (even though I would be surprised if they don't).
BTW, years ago, before Plaid deliveries began, Elon teased a Plaid+ with a 120 KWh pack. I'm certain this is the same 4680-based pack now going into the Dual Motor CT. When Elon cancelled the Plaid+ he was almost certainly doing so with an eye toward the likely production time-line for the 4680 cells.
Now that Kato Rd is being retooled for 4680 v3, I think it's time to start speculating again about Plaid+ (no more Japanese 18650s) and also the Roadster. I think 2024 is a good guess, as always, it'll depend upon the battery supply.
Cheers!
dhanson865
Well-Known Member
New pics of the Cybertruck UI and interior.
Buckminster
Well-Known Member
Following OpenAI drama, more than ever, I stand with Elon.
Disagree with me, hate me, I don't care.
Disagree with me, hate me, I don't care.
It looks like FSD is going to be released soon in China
and Europe (I can't find the posts on X at the moment)
and Europe (I can't find the posts on X at the moment)
I'm thinking the efficiency will probably be in the 350-400 Wh/mile range.
Here's my train if considerations:
1) It seems Tesla's target range for the bulk of US sales is the 300-350 mile ballpark. It probably makes sense for the first Cybertrucks to be in that range as well...and it's also consistent with the "300+ miles" listed for the dual motor at the original reveal.
2) The Model X has a roughly 100 kWh battery, and the rated range runs from 311 miles (Plaid, 22") up to 348 miles for a Long Range. This puts the X rated efficiency between 287 and 321 Wh/mile.
3) The Cybertruck is physically larger, heavier, and has a less aerodynamic shape than the X, and almost certainly has less efficient tires. So, the Cybertruck should have a higher Wh/mile rating.
4) Putting all that together, if the initial Cybertruck version indeed has a 122 kWh battery, and the rated range is in that common Tesla 300-350 mile ballpark, then we'd be looking at an efficiency of about 350-400 Wh/mile.
5) 350-400 Wh/mile is about 20-25% higher than the X, which would be pretty good considering the size, weight, shape, and tires on the Cybertruck. For particularly knobby off-road tires, I might even expect greater than 400 Wh/mile.
6) I believe the Rivian and Lightning ratings are mostly a bit above 400 Wh/mile, and the ghastly Hummer EV is considerably higher.
"NEWS: 16,300 Teslas were insured in China last week, up 36% YoY - CPCA"
Exports also look strong with lots of ships
Tesla Carriers
Data this doc:,<a href="https://bit.ly/TeslaCarriers">https://bit.ly/TeslaCarriers</a>,Sources: port schedule and AIS data from marinetraffic.com, myshiptracking.com and others,For comments contact us on Twitter:,<a href="https://twitter.com/mortenlund89">@mortenlund89</a> map:,<a href="https://...
I got to spend some time with the cybertruck today at the Santana Row showroom. First, pictures don't do it justice. It's an absolutely beautiful design. It looks like a total beast. It's a work of art.
I know some people think it's ugly and truck people won't buy it. I think it's going to make legacy trucks look like antiques. This is going to be revolutionary!
They also have an Optimus and a Model Y rear giga casting on display!
I know some people think it's ugly and truck people won't buy it. I think it's going to make legacy trucks look like antiques. This is going to be revolutionary!
They also have an Optimus and a Model Y rear giga casting on display!
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FEERSUMENDJIN
Member
Why do people spend so much time towing boats for 400 miles in the highway? I prefer to sail mine on the water.
Link was https://www.tesla.com/ownersmanual/modely/en_gb/GUID-2CB60804-9CEA-4F4B-8B04-09B991368DC5.html which now gives a 404 not found.
Now I just see these 3 sections:
I get a 404 today on the Norwegian language manual too. Someone published an update too soon?
cliff harris
Member
We are now looking at:
This could be the quiet before the storm
- Cybertruck delivery event imminent
- FSD maybe comes to China and the UK
- FSD12 soon
- Price rises, instead of cuts
- The end of interest rate rises
- Good china numbers, smooth highland ramp.
This could be the quiet before the storm
Dikkie Dik
If gets hard, use hammer
Growth of BEV share in Europe looks pretty good to me
Jetpad
Member
We don't disagree with you.
Yeah, but what is going on in Malta and Croatia? Everyone knows they are the canary in the coal mine for the European BEV market!
Everything does seem to be trending that way, though I feel the main catalyst for a TSLA rally (and a market rally overall) is simply the pause (and likely lowering next year) of interest rates. Every other Tesla positive will simply amplify said rally when it happens IMHO.
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