So it's barely more energy dense (if your numbers are correct) than a Panasonic 2170?
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
So it's barely more energy dense (if your numbers are correct) than a Panasonic 2170?
It's the same chemistry in a thicker shell, so not surprising.
Electrode changes need to happen to unlock the Battery Day capacity increases.
GhostSkater
Member
Yes, it's on par, a bit more than LG cells, and lets not diminish it, starting to make batteries from scratch and in a few years you are neck on neck with the battery titans that have decades of experience? Amazing
The big plus with the 4680 is it's easier to mass manufacture at high volumes than other batteries, with a much smaller factory footprint.
How is China's economy doing right now?
Stellantis is firing people and slowing down today
StapleGun
Member
Got V12 last night. First time I ever wasn't disappointed with a hyped up new version. The camera position issues seem real though. On V11 there were so many flaws that the issues due to camera positions were easy to overlook. Now that most of those flaws have been completely eradicated, what's left are the cases where it is limited by visibility, such as perpendicular traffic at intersections.
Given my brief experience, I don't think my 2018 Model 3 will ever drive itself to work while I sleep. Tesla will adapt and do what needs to be done though. As a TSLA owner I expect the whole issue of "going to work" will be solved for me in the end after all.
Given my brief experience, I don't think my 2018 Model 3 will ever drive itself to work while I sleep. Tesla will adapt and do what needs to be done though. As a TSLA owner I expect the whole issue of "going to work" will be solved for me in the end after all.
At my small business we use ChatGPT and a few other generative AI tools every day. With the current capabilities the trick is to find something where it is usually right, saves time/effort, and nothing serious goes wrong when it messes up. We have it handling customer service, writing SQL queries for non-technical employees to let them glean insights from our database, generating "stock" photos, writing code (Copilot), etc... I'm paying about $80/month but I would pay $2,000 a month if I had to. It's that valuable to me already.
Last edited:
2daMoon
Mostly Harmless
No. He'll just generate more controversy to get clicks.
His income is derived from YouTube, not from following his own investment strategy.
Well, this was the slide they shared in 2020 at Battery Day. They also said it would help them produce the $25k robotaxi in three years but, alas, here we are.
Yes, at this point the advantages of 4680 are essentially cost, not performance.
Believing otherwise is an artifact of the old battery day hype.
The article said the lengths of the shifts are the same, but there are fewer shifts.
We are not doomed. A friendly observation... that wasn't much of a dip (aside from the whole dip this year) which indicates you may have too much riding on the stock price. Hang in there.
Keep in mind, there can be zero growth in vehicle sales even while Tesla sales continue to grow along with market share. And if it really is softer, (against all logic we've heard here), then so be it and hope that other stuff like Storage or FSD subscriptions kick in. They can't stop this train.
5X energy per cell, not per kg.
cliff harris
Member
The whole point of highland was to make the car easier quicker and cheaper to make. They may well need fewer people, or less time to manufacture the same number of units.
I'll start to worry about Tesla's production and demand when they do not grow unit sales on a year to year basis. People should not obsess over small variations each quarter, let alone each month.
I'll start to worry about Tesla's production and demand when they do not grow unit sales on a year to year basis. People should not obsess over small variations each quarter, let alone each month.
My '23 Fremont Model Y was produced during a frantic last days rush of '22 (I took delivery at noon Dec 31). It was perfect.
Adding more cameras, or any other sensors for that matter, opens up a whole other can of worms in then requiring training data from those new camera locations and sensors.
But I’ve been convinced FSD in its current configuration was always intended to remain Level 2, the human is there to account for any sensor deficiencies and own liability along the way. But V12 sounds like a promising step towards the *final* non-Beta release as a driver assist.
I made a call out many months ago thinking the stock was going to rebound to $300 for one reason: once supercharging rolls out for all the other EV's, the FUD would flip a switch and turn positive towards all things Tesla and Elon Musk.
Obviously, that's wrong now in the month of March. Anyone think there's a delayed reaction to this roll out into May/June for TSLA to rebound or is this new initiative a non-factor in the stock?
Obviously, that's wrong now in the month of March. Anyone think there's a delayed reaction to this roll out into May/June for TSLA to rebound or is this new initiative a non-factor in the stock?
Paracelsus
Active Member
After spending the last week on the first half of a long road trip across the South in our new Cybertruck, perhaps the only thing more difficult than getting to see a new CT in the wild is trying to drive one on the interstate while every driver around you is taking pics and videos of a new CT in the wild. We drove 18 hours the first day, and at least half of that was in the lens of someone’s iPhone - one after another , after another…. Lane changes/passing was almost always complicated by vehicles shadowing us for pics and videos of the truck rolling through the south at a high rate of speed. And Supercharger stops - ha! Dozens of pics taken and questions from multiple people at each one - non-stop fascination with the truck. It was like a Twilight Zone episode. Anyone thinking there isn’t sufficient interest and demand for this truck is off their nut! It’s beyond comprehension how many people of every demographic want one. Oh yeah - almost forgot to mention that it is a complete dream to drive.
Similar threads
- Locked
- Locked
