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Nah. Just tired of the bullshit running rampant here. Maybe come back when there is a truck instead of people arguing over piles of assumptions and stupid shit they drew in Photoshop.

You are literally circling the piece of truck which is not visible due to camera angle. The angled portion of the truck is still there. Front is shorter, but doesn’t end at the wheel well as this photo suggests. Frunk is likely smaller than some imagined it. It’s a truck… bed size is king...

My Impression is Austin Ys will continue to be supplied by Fremont while the first run Cybercells go to the Cybertruck. Fremont is still expanding and presumably still using the older chemistry. That way Model Y line is consistent and the Cybertruck line is consistent.

Well he said “Current 4680s”, sure in the future you can have any sort of thing in the 4680 package. It’s sort of akin to “AA Cell batteries”

This may be a big part of why no 500 mile at launch. Tesla is still making baby steps as a battery company.

Hagar fans untie!

Based on Teslas cell production update looks like they will have cell capacity for 7500-10,000 trucks by end of the year if you assume the 350 miles truck is indeed first. With a longer range truck those numbers get trimmed way back. Likely 5,000-6,000.

I think any value from the spreadsheet we’ll get when deliveries start and they can update the assumptions based on real release info.

I’ve been hearing rumblings around this 100 kWh/ 350 mile pack size. If they can pull that off it would be a huge win. Given the current predictions for Q4 cell production, that would be around 10,000 trucks for the 4th quarter and quite a few more for the 1st quarter 2024. The 500 mile range...

Not certain but this is looking less and less likely. Seems like a shorter range model first.

On the earnings call Tesla mentioned the new 4680 “CyberCell” will have 10% higher energy density. I need to listen to the whole thing, but they called it the CyberCell. Seems like a not so subtle hint.

Oh damn guys, I just realized I’m out all day tomorrow so someone else is going to have to put this together if it happens. Hopefully I’ll come home to good news.

I’ve listened to them all. Many more than once. I have not once heard musk say they cannot make an affordable truck. Musk did not say what you claim he said.

Speaking of not reading far enough….

The competitive truck which Musk said is too expensive is $70k.

Now Musk is chiming in poking holes in on Lightning pricing. The whole “Cybertruck will be priced based on obscenely high Lightning pricing” theory is falling apart entirely. PS: Musk said this AFTER the 17% price drop.

This comment and millions of similar ones didn’t age well.

Bolt was almost decent when it launched. It’s the years in between the Bolt launch and now which have been a never ending train wreck.

You work for Barrons now? Because for the mount of keyboard time you’ve spend holding a candle for them you should.

Which anything. Suggestion seems to be that Tesla needs to beat everyone at everything.