Am I the only one that doesn't understand this line from the third paragraph on page 2:
What? I could see Model S having three frame variations for the different roofs, but 80?
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stef
Member
LHD/RHD, third row seats and air/coil suspension could turn that into 3 x 2 x 2 x 2 = 24
Not sure what else.
kingjamez
Member
Dual motor, bioweapon defense mode... to add two more. I think that 80 is "historically there have been 80 variations".
Hate the wording though, is Tesla 8:1:1, or is Tesla lower than the others who are using 8:1:1?
Agreed, didn't want anyone claiming a 1 hour burst or some such...
It's lower than the ones using NMC 811. I don't think there is such a thing as NCA 811.
Glass roof/Panao-roof/solid roof... Maybe the version for China with the extra charge ports requires frame modifications?
—-they countered several recent false or speculative narratives in this report,
fully committed to automation
automation was a success in the majority of sub components of production, fully committed to automation including those areas not yet succeeding with the 3
still committed to 25% gross margins on Model 3
still committed to cash flow positive in Q3 and Q4
battery pack rate of 5K attainable before even using new Grohmann equipment. New equipment will reduce cost vs current process.
Model 3 is a simpler design (ie, lessons were learned from X). In this case Elon said otherwise in the CBS interview with Gayle King. But, letter strongly suggests he simply misspoke as it describes how much simpler 3 is than other Tesla’s and similar points re other manufacturer’s vehicles. Perhaps on call we’ll get clarification on seeming contradictory comment in that interview
several rebuttals of Munro’s analysis... Model 3 weight is in line with class, best quality of build Tesla ever in every aspect (message S and X about #1 and 3 in owner satisfaction of all vehicles... and 3 is higher quality than those, so consumers can figure out for themselves how useful Munro’s assessment is)
—-openings to criticism
language switching to about 2 months re hitting 5K is a very mild walk back, but likely will get described as “another broken promise” (who hasn’t already been thinking end of June is not a firm date to expect).
capex spend reduction on non-near term projects. which projects? how much reduction?
—-new nugget
if I’m not mistaken this is the first we’ve heard of reduced cobalt with the new battery tech in Model 3 vs S and X.
fully committed to automation
automation was a success in the majority of sub components of production, fully committed to automation including those areas not yet succeeding with the 3
still committed to 25% gross margins on Model 3
still committed to cash flow positive in Q3 and Q4
battery pack rate of 5K attainable before even using new Grohmann equipment. New equipment will reduce cost vs current process.
Model 3 is a simpler design (ie, lessons were learned from X). In this case Elon said otherwise in the CBS interview with Gayle King. But, letter strongly suggests he simply misspoke as it describes how much simpler 3 is than other Tesla’s and similar points re other manufacturer’s vehicles. Perhaps on call we’ll get clarification on seeming contradictory comment in that interview
several rebuttals of Munro’s analysis... Model 3 weight is in line with class, best quality of build Tesla ever in every aspect (message S and X about #1 and 3 in owner satisfaction of all vehicles... and 3 is higher quality than those, so consumers can figure out for themselves how useful Munro’s assessment is)
—-openings to criticism
language switching to about 2 months re hitting 5K is a very mild walk back, but likely will get described as “another broken promise” (who hasn’t already been thinking end of June is not a firm date to expect).
capex spend reduction on non-near term projects. which projects? how much reduction?
—-new nugget
if I’m not mistaken this is the first we’ve heard of reduced cobalt with the new battery tech in Model 3 vs S and X.
mtndrew1
Active Member
Pano/solid glass/solid metal
RWD/D
GB/T Port / Non
LHD/RHD
5 pass/7pass
Coil/Air
Ludicrous bracing?
Mix and match
So, does this mean Model 3 will also approach 80 variations, when all these options get offered - AWD, Metal Roof, RHD, Air, Ludicrous, etc.? Is Tesla saying they're building smarter now, or merely that they've only started with one model for the first year of production?
GBleck
Member
bioweapons mode is the same frame and duct as none, they just don’t install the filter.
The frame is already outfitted for those options, Munroe at least confirmed that it is ready for AWD. Likely the rest as well.
One frame to rule them all. Check out the raw chassis photos from the Munroe teardown.
Edit: Apparently an @ls7corvete is faster that I am.
That's my interpretation too. Some thing are quite easy to see, such as the large charge port door, allowing for GB/T (and maybe hopefully CCS) without taking out a piece of the side of the car with a hack saw...
mtndrew1
Active Member
My interpretation is that a lot of these things are baked into the Model 3. GB/T can go on the opposite tail lamp flap instead of needing a new body stamping, for example. We already know that all the hardware for the dual motor cars is included in the currently shipping single motor models. Dashboard is symmetrical as opposed to S/X. Etc etc.
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