Cybertruck will be the last Tesla to use stainless steel exoskeleton

[GuyV]

If Tesla continued lowering prices as they lowered costs, we'd be seeing that 50% growth continue.

But they haven't.

Musk's personality issues aren't helping, either.


This is false.

Ford did predict their Lightning production would increase 50% yoy and then never made any of the benchmarks they set. Just like Tesla - and perhaps moreso, since their per unit cost is higher - they found it difficult to bring down prices.

Which only encourages Tesla to keep their prices higher.

Which limits sales growth.

-Crissa

Ford's predictions were not on their total production, not even on total EV's, and not long-term, as-far-as-the-eye-can-see. And for a while, arguably within the scope of their timeline, they exceeded them. That doesn't mean they were better at predicting, just more experienced and cautious about it.

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[GuyV]

Only for dumb-dumbs. An EV is for transportation, not for voting. You want the nicest one you can get for your money.

Hehe, I bought a Cybertruck.

There is no shortage of dumb-dumbs.

 

[GuyV]

That and self image. And what I’m saying about Tennessee is less about politics than identity.

Doesn’t matter that it was made in Texas just so you know, people in the “real south” don’t think Texas is in it! ‘Cause its not! We wear trucker hats in the real South, not cowboy hats. Don’t even open your mouth to say in Nashville! Rhinestone cowboy posers and performers!

You’ll get teased mercilessly for wearing the wrong clothes let driving some newfangled bullshit electric car.

Such as: “Where you goin’ in them fancy britchy-pants?” Just about anything that’s not Levi’s or Lee’s.

There’s a self-reinforcing crabs-in-a-barrel mentality down there and it’s not going any fucking where. EVER!

You can leave, but you can’t change Tennessee, not that much! Anybody who thinks so has never lived there and does not know these people.

Zero people have forgotten that this guy came from California via South Africa and was a liberal until the newly converted to MAGAism.

The first hurdle is going to be economic, the second is going to be mental. The money’s gonna be tough, the mentality is a non-starter.

Of course there are a few outliers, they’re always are. I am one. My intent here is not to dunk on the south; it’s just to proclaim that this is some fucking magical thinking that they’re gonna take up the slack from California or elsewhere where these sales would normally be coming from.

Magical thinking is Elon's stock in trade.

 

[HaulingAss]

Ford's predictions were not on their total production, not even on total EV's, and not long-term, as-far-as-the-eye-can-see. And for a while, arguably within the scope of their timeline, they exceeded them. That doesn't mean they were better at predicting, just more experienced and cautious about it.

General Motors has a long string of bullish EV projections that they missed by 9 country miles. Not even in the ballpark. Yet when Tesla misses a projection by less than 1%, the media goes crazy.

I wonder why the media doesn't highlight all the GM EV predictions that turned out so far off it was like a bad joke?

 

[GuyV]

Yes, but it's a vote for the car you buy, not for any political candidate.

And guess who is winning that vote? Yep, the Tesla Model Y, the most purchased car in the world for two years in a row!

It's not the candidate but the policies they espouse. True, you have to judge them on their sincerity and ability toward achieving them. I admit that I bought my 2013 for a large part because I support clean energy and electrification, and that I believed Musk when he said it was Tesla's purpose.

 

[HaulingAss]

Magical thinking is Elon's stock in trade.

Elon's 'magical thinking' has done well for me, both in terms of the Tesla I have purchased, but also in terms of the TSLA I have purchased. What I don't want is people who think conventionally.

Mary Barra's conventional thinking did not benefit anyone to any great degree. The models she forecasted were many years late (many are still not here) there were the Bolt fires and battery recalls (remember the "don't park within 100 feet of your house"?), etc. No thanks!

 

[GuyV]

General Motors has a long string of bullish EV projections that they missed by 9 country miles. Not even in the ballpark. Yet when Tesla misses a projection by less than 1%, the media goes crazy.

I wonder why the media doesn't highlight all the GM EV predictions that turned out so far off it was like a bad joke?

We are not talking about 1%. We are talking 90%, and predictions of exponential growth long-term, and we are talking about what products the value of the company is supposedly based upon. GM knows full-well it is an auto company and is (finally) seriously engaged in electrification. 9 country miles doesn't amount to much in a million-mile journey.

 

[CTInProcess]

This is a joke, right?

Outside of battery pack size, the SS is the key driver in making the vehicle so expensive to produce, service, and maintain quality control.

The CT is far more expensive than Tesla thought it would be to produce and that's fine for us (we bought it), but how would saying the CT is the only vehicle now or planned for the future to use SS and airbending convince anyone to buy a CT? What sense does that make?

You buy it to support the mission of Elon Musk. He is single handedly making our country and lives better….

 

[ThatGuyBo]

From Lars, if I recall, the head of Cybertruck Engineering at Tesla. Adding more chromium increases the price of the raw materials but creates a highly corrosion resistant vehicle.

It's an alloy variant developed by Tesla and made and supplied only to Tesla. They consulted with materials engineers at SpaceX to develop the most suitable alloy for the Cybertruck. They had to go to Europe's largest and most advanced metal foundry in Finland to supply it.

I understand what it is but that doesn't line up with the patent for the steel used for the Cybertruck.
https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2023023083

This would be much closer to 301 and even has the same (or 1% less) chromium content as 301. 301 is also used for cold working, not 304 as 304 does not harden like 301 or the 30X Tesla is using.

The Cybertruck's steel also features less Carbon, more Magnesium and Nitrogen, and has both Copper and Molybdenum added.

 

[CyberGus]

Outside of battery pack size, the SS is the key driver in making the vehicle so expensive to produce, service, and maintain quality control.

The stainless exterior requires special handling, but so does paint. I'd say it's a wash.

 

[HaulingAss]

I understand what it is but that doesn't line up with the patent for the steel used for the Cybertruck.
https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2023023083

This would be much closer to 301 and even has the same (or 1% less) chromium content as 301. 301 is also used for cold working, not 304 as 304 does not harden like 301 or the 30X Tesla is using.

The Cybertruck's steel also features less Carbon, more Magnesium and Nitrogen, and has both Copper and Molybdenum added.

The patent covers more embodiments than even the ranges listed in the table. As you can see from your own table, the point was to make a higher strength alloy that also had higher corrosion resistance (and other properties that make it suitable for Cybertruck production).

In key aspects the alloys used are more like 304L, in other aspects they are more similar to 301. In no case should properties of one or the other common alloys be attributed to the specific alloys (there is more than one) used in the Cybertruck. They are their own alloys, with their own properties. If you want to know how the alloys used in the Cybertruck behave under certain conditions, you will have to test them, not try to look them up as if they are 301 or 304.

How many other automakers are you aware of that design new alloys to make stronger, more durable, more corrosion resistant vehicles? None that I'm aware of. It would be considered a waste of money. Plus, they want you to buy another truck when your old one rusts out!

 

[Crissa]

Ford's predictions were not on their total production, not even on total EV's, and not long-term, as-far-as-the-eye-can-see. And for a while, arguably within the scope of their timeline, they exceeded them. That doesn't mean they were better at predicting, just more experienced and cautious about it.

That's a bit of a goalpost move.

But yes, they had predicted 50 yoy EV production growth but never hit the production numbers even before the sales problems,

....Elon Musk. He is single handedly making our country and lives better….

Nearly everyone handed a resignation offer or using a service or is healthy because of that service disagrees with this assertion. The other numbers aren't in, but projection from accredited scientists and economists are all negative.

-Crissa

 

[GuyV]

That's a bit of a goalpost move.

But yes, they had predicted 50 yoy EV production growth but never hit the production numbers even before the sales problems,


Nearly everyone handed a resignation offer or using a service or is healthy because of that service disagrees with this assertion. The other numbers aren't in, but projection from accredited scientists and economists are all negative.

-Crissa

Actually, at points they reached 88 and 91% growth rates, but that's not too meaningful when applied to early product introduction numbers on small portions of their overall vehicle sales and production, which is what Musk predicted for total Tesla sales, and that it would continue for years and potentially reach 20 million, which is more than a quarter of total vehicle global sales.

It's that sort of fantasy I am railing about. And to make us forget about that one, now he is dazzling us with AI, Robotaxis and robots, and bizarrely targeting $100 Trillion valuation. Some perspective please. That is the equivalent of total global GDP, and roughly the same as the more volatile total global market cap. That is absurd. Tesla production, sales and service is not going to be equal to all other economic activity on earth.

 

[REM]

I knew that would be your response.

If you followed through the link and read the article, there are metrics provided for you.

You mean this data? https://brandirectory.com/add-to-basket?id=152170&type=brand

You are absolutely right; I refuse to pay money to hear someone's opinion on Tesla's brand value.

 

[REM]

You’re a very smart man and I know you know better than this.

All valuation is arbitrary. All the way down to gold. Zero people would argue this if they were trying to sell their brand and this very credible house said that they were worth X the only issue they might have is whether it’s more or less.

I own 70% of my business we had evaluated to calculate a value for shares. Zero people get to say oh that’s just imaginary.

We can’t call Elon the richest man in the world if we don’t make some subjective determinations about his worth because a lot of it is going to be just like Trump’s brand, subjective.

So, let’s not be absurd. Any valuation from Tesla from anyone is both speculative and subjective.



Yeah, and since I do love being right, thanks for dropping off these receipts! It’s just one of many data points that are out there that are pointing in the same direction.

I don’t generally feel the need to support my arguments in this setting with citations to generally available clearly non-controversial issues. People may not like that this is happening, but just about every signal out there says that it is. I’m always the first in line to call out FUD, passionately!

This is not that. Again, as Rumsfeld would say this is a “known, known.”

What receipts? All I have seen so far is an opinion piece with no objective data.

Just like how no-one has dared to answer my question about the subject matter of this entire thread. Where has Tesla stated that they will never use stainless steel again?

You guys are pulling facts from thin air.

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