MyTeslaWeekend Rumor - Dual Motor only for the first 500k units produced!

[Tinker71]

It's dual. Not duel. We aren't sword fighting here.

The 2 motor guys are dueling the quad and tri motor guys. I get you Charlie. Unless this is a tyre tire thing.

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[Throwcomputer]

Apologies, I wasn’t suggesting a cross-manufacture comparison.

Instead, I only meant relative to the other trim levels in a given manufacturer’s lineup. Point being, it’s easy to say “guess what I don’t mind: a cheaper version but still with a maximum range.” From there I was just wondering if an analogous “cake and eat it too” trim level (cheaper but still with maximum range) existed in other lines, and thought perhaps the XLT ER seems an example.

And yea (here comes playful snark): the so-far non-existent, un-priced, imagened, long range but mid-priced CT model that might come out maybe 24-48 months from now is undoubtedly better than a (by then) 3-6 year old F150 XLT truck platform.

All the other ev trucks out have something like that. bottom tier for cheaper and crap range. next level tier same exact as previous but the bigger battery for an additional 20-30k.

 

[Ogre]

95,000th in the general queueband dual motor...let's see if 2023 is indeed my good year...

I am about 65k in the queue. Since about 25% are out of country, I figure that means I’m around 50k actual. I think they are going to ignore configurations and just send emails out in order of your res number.

I’ll probably get the quad steer, dual motor, tri vault, medium range, big wheel trim.

Or whatever comes available first.

 

[Jhodgesatmb]

Here is a question.

Dual motor was spec-ed at 300 miles, not because of the motors, but because they were targeting a certain price point for the dual motor. Fewer batteries, meant a lower price.

Tesla could choose to build a Dual Motor, with 400+ miles of range. Or even 500+ miles of range. Just put in more batteries.

I would pay up for a Dual with either 400 or 500 miles of range.

Does anyone think that is possible?

Sadly Tesla never told anyone why they decided on the dual motor specs. If I cannot believe your baseline assumption I have no reason to buy into the rest of it…but I would be interested in a dual with 500-mile range.

 

[GnarlyDudeLive]

you don’t think they’ll expect to compete with the AWD/4wd in the F150L and Chevy EV?

Ford licking its marketing lips at that prospect

Yeah I tend to agree. Releasing the first CT as an automatic win for other manufactures would be a massively huge mistake. Whatever they release first it needs to be better in all categories regardless of cost to be taken seriously.

 

[cvalue13]

I think they are going to ignore configurations and just send emails out in order of your res number.

From the more Tesla-experienced, I’ve wondered: has Tesla not historically prioritized those with prior purchase history? I seem to remember this as scuttlebut around the MX deliveries, but haven’t paid much attention since.

Despite my lack of purchase history I’ve otherwise hoped (insincerely) that being only a few miles from the TX Gigafactory, and knowing some of the brass, might mean the email reaches me a bit sooner …

 

[Jhodgesatmb]

Yeah I tend to agree. Releasing the first CT as an automatic win for other manufactures would be a massively huge mistake. Whatever they release first it needs to be better in all categories regardless of cost to be taken seriously.

That is the main reason Elon shifted to AWS and the Quad Motor trim. From the get-go the CT has been intended to be a disruptive pickup. Elon doesn't want or intend to come off as second best for a microsecond. Tesla has been [way] out front in every category since it began making vehicles. That is why I think the Quad will still be first and that it will have every bell and whistle Tesla can come up with 'AND' be very price competitive with the other trucks...if for no other reason than to declare its superiority in the BEV space.

I cannot imagine how My Tesla Weekend wasn't thinking about this when he reported the 'news' he reported. If all he wanted was clicks there are other ways to achieve that without destroying his credibility and common sense at the same time.

 

[Jhodgesatmb]

From the more Tesla-experienced, I’ve wondered: has Tesla not historically prioritized those with prior purchase history? I seem to remember this as scuttlebut around the MX deliveries, but haven’t paid much attention since.

Despite my lack of purchase history I’ve otherwise hoped (insincerely) that being only a few miles from the TX Gigafactory, and knowing some of the brass, might mean the email reaches me a bit sooner …

yes, they do give a nod to Tesla owners and, at times, people who have selected FSD. It is extremely likely that living in Austin will bump you ahead of others as Tesla also delivers vehicles in waves by zipcode and state. They don't send out a carrier with a single car on it, so they might wait until there are enough cars for a zipcode before sending a carrier, and they definitely cater to zipcodes/states where there is a pent-up demand.

 

[GnarlyDudeLive]

That is the main reason Elon shifted to AWS and the Quad Motor trim. From the get-go the CT has been intended to be a disruptive pickup. Elon doesn't want or intend to come off as second best for a microsecond. Tesla has been [way] out front in every category since it began making vehicles. That is why I think the Quad will still be first and that it will have every bell and whistle Tesla can come up with 'AND' be very price competitive with the other trucks...if for no other reason than to declare its superiority in the BEV space.

I cannot imagine how My Tesla Weekend wasn't thinking about this when he reported the 'news' he reported. If all he wanted was clicks there are other ways to achieve that without destroying his credibility and common sense at the same time.

Quads first with higher margins should also allow Tesla to maximize profits (or minimize losses) as they ramp up speed of the CT line once in production. Model Y's in Texa's started production in April and 5 months later they just hit 1k per week. The way I see it, for the first 6 months because volume will be so low, I do not see a parts or resource issue initially. Now once the line is at 1/4 to 1/2 speed, they may need to shift to a lower resource CT such as the dual. This is obviously all projection on my part.

 

[charliemagpie]

The 2 motor guys are dueling the quad and tri motor guys. I get you Charlie. Unless this is a tyre tire thing.

it is a remnant of being duel lingual. If I was a spy, I just gave myself away !!!

 

[Cyberman]

early adopter experience with the F150L is that towing range is wildly dependent less on weight, and more on the peculiar aerodynamics of the vehicle+towed item. Afterall, when MX and MY can experience a 25% range hit from a loaded hitch-mounted bicycle rack, imagine instead a 12’ trailer full of bicycles. Then add the normal range variants (wind, temp, elevation, etc.).

I now place massive and many asterisks near either (1) any manufacturer’s aspirational towing claims, and (2) any truck-owner’s tails/complaints of long/short distance towing.

Will a reasonably equipped CT be able to tow something 150 miles? Absolutely.

Will it also be able to tow something else far less than 150 miles? Also absolutely.

Frankly, anyone with their heart set on towing should take advantage of the $40,000 tax credit for the semi and probably come out not terribly more expensive than the eventual CT with maximum towing capabilities.

(I’m talking myself into a semi.)!

Top o' the heap!

 

[Ogre]

Quads first with higher margins should also allow Tesla to maximize profits (or minimize losses) as they ramp up speed of the CT line once in production. Model Y's in Texa's started production in April and 5 months later they just hit 1k per week. The way I see it, for the first 6 months because volume will be so low, I do not see a parts or resource issue initially. Now once the line is at 1/4 to 1/2 speed, they may need to shift to a lower resource CT such as the dual. This is obviously all projection on my part.

It’s not super clear why MY ramp in Texas is so much slower than Berlin. Should be just a few weeks behind.

Hopefully not an indication of Cybertruck ramp speed.

 

[Jhodgesatmb]

It’s not super clear why MY ramp in Texas is so much slower than Berlin. Should be just a few weeks behind.

Hopefully not an indication of Cybertruck ramp speed.

Because Austin MY was intended to be all 4680s and they were not able to produce them fast enough for the ramp they intended. Adding the 2170 production line slowed them down by several weeks. As Elon said, they do not 'need' the 4680s at full production until next year, for the CT and Semi, but if they don't get them going at full speed by then it will affect the CT ramp speed (all other possible slowdowns notwithstanding).

Sorry for the previous typos, early morning numb fingers I guess :-(

 

[TheLastStarfighter]

That is the main reason Elon shifted to AWS and the Quad Motor trim. From the get-go the CT has been intended to be a disruptive pickup. Elon doesn't want or intend to come off as second best for a microsecond. Tesla has been [way] out front in every category since it began making vehicles. That is why I think the Quad will still be first and that it will have every bell and whistle Tesla can come up with 'AND' be very price competitive with the other trucks...if for no other reason than to declare its superiority in the BEV space.

I cannot imagine how My Tesla Weekend wasn't thinking about this when he reported the 'news' he reported. If all he wanted was clicks there are other ways to achieve that without destroying his credibility and common sense at the same time.

well one way to increase clicks is to release the same video under different names repeatedly. As I said, i won’t click on it to make YouTube think I want to see it. But yesterday I search for Tesla Cybertruck and I got the video in question multiple times under MyTeslaWeekend, MyTeslaLife, MyTesla…. He’s a spam poster, has no credibility and should be ignored.

 

[Ogre]

Because Austin MY was intended to be all 4680s and they were not able to produce them fast enough for the ramp they intended. Adding the 2170 production line slowed them down by several weeks. As Elon said, they do not 'need' the 4680s at full production until next year, for the CT and Semi, but if they don't get them going at full speed by then it will affect the CT ramp speed (all other possible slowdowns notwithstanding).

Sorry for the previous typos, early morning numb fingers I guess :-(

I think Tesla has been struggling with ramping up 4680 at Austin as well. Last shareholders meeting they said they still weren’t producing them in Texas. I know the cathode plant is coming online soon, but I hadn’t realized that was part of the game plan.

I’d heard some of the parts to turn 2170s into structural packs had gotten trapped in Shanghai during the shutdown and that was a big part of it.

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