When will it be ready? I’ve read he said between 2-3 years, which usually means 4-8 
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Yes, 3 years to fully implement all the optimizations. But yeah, it could either be Tesla-style too optimistic, or maybe they’re just cooling down expectations, not to cannibalize on their own sales. I am for example considering the purchase of the Model Y that should come from Berlin. Will it have the new battery? Will the price drop? I still don’t know, but these potential improvements make me want to wait. Although in my case, I will not buy unless there is a big reduction in price, since i need the car just for holidays.
They showed a table where they indicated that the new battery will mainly be used for the extreme range/density vehicles which are the Semi and the Cybertruck. So I think buying a Model Y is still a good investment.
That table only talked about cathode material, not the cell itself. The cell will be used for all applications. They will use nickel only cathode for semi and cybertruck, nickel manganese for model s 3 x y and iron cathode for model 2 and storage.
What they presented was very interesting from an approach point of view. It was basically not about some unknown magic cell, but all bout manufacturing,materials and looking at everything from a first principle approach.
All the pieces are there, with reasonable /abundant materials (lithium, Silicon and nickel), proven celle topology, juste New manufacturing processes.
The idea of having a cell pack being a structural component of the car is brilliant. I don’t think other oem can do that because they receive packs, not cells from their suppliers. Vertical integration seems to be paying off.
The big unknown now is execution. Just wait and see.
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Very nice comment. To me it was unclear, but yeah, it seems like they will use the new cells in Model 3,Y & S too. But probably only in the long range version. The older suppliers like Panasonic will provide the cells for the standard range model 3, that’s how I see it.
Like Elon said: prototypes are easy. Scaling up production / execution are VERY hard. But even if Tesla achieves these goals not in 3 years, but 5, it will be a big win for the EV industry. Cutting the price of 1 kWh from $90 to $40 means saving $5000 on a 100 kWh battery pack. That’s huge.
anyway this was a huge recruiting event. I am a mechanical engineer and I can assure such a presentation hit the nail on the head.
They will be swamped with applications yet again.
They may not be reliable on their deadlines and Musk has its quirks, but the level of engineering brilliance and this continous commitment to first-principle based R&D is a wet dream for engineers.
And if you have the best people…good things happen 
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Don’t tempt me, damn it!
Decided to buy QQQ instead of TSLA. FYI.
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VNQ here… lucky us it’s end of the month and we mostly all have received our salary, it’s discount time, let’s celebrate 
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LOL only if you look at the period of just 1 month back, when it was still inflated…
(talking about the Tesla/ARKK/QQQ space, not VNQ/real estate)
You are becoming so conservative… What about TQQQ?
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Lol not sure if I could stomach the volatility. -70% in 4 weeks back in March this year.
Just a reminder for the dip buyers: Papa Elon himself said on the 1st of May: “Tesla stock price is too high imo”. Which makes a post-split price of 140$.
Hey guys,
great news!
Nio September deliveries rise 133% to 4,708 vehicles; Q3 distribution +154%
–> Stock falls 3-4% premarket 
Nevertheless one of favorite “bets”, wishing them a great future. 
I can deal with that. It’s still up +893%
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Sweet catch!
My late-to-the-party ones are “only” at 81% 
Did you put a screenshot on https://www.reddit.com/r/wallstreetbets/ ?
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Holy moly I didn’t know that subreddit… it feels like an AA for gambling-addicts-turned-robinhood-customers…
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