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The thread is about a LR (~500mi) Cybertruck, not all Cybertruck trims, so not irrelevant. Panasonic starts from a higher baseline when it comes to energy density than Tesla. The question is if Tesla can make energy density improvements faster than Panasonic can ramp.

The $1,000 investor day drive unit you're referring to is that of the future next gen vehicle, it's not in production yet nor would it likely be suitable for Cybertruck. That's beside the point anyway as I wasn't suggesting a potential $30k difference in price would be due to cost savings, the...

2170 cells coming out of GigaNV are all made with Panasonic's own IP and manufacturing equipment, Tesla just owns the building. They do have a pilot line running in Japan, think along the lines of Tesla's Kato Rd. Didn't say for all Cybertrucks, rather a future LR version.

There's also a dual motor version ... Agreed, right at launch it was as high as $40k between Model S LR and Plaid. The market for fast trucks may be smaller than that of fast cars but if they have constraints elsewhere, like the CF motors, it would be logical to control for that limitation...

Panasonic is best positioned to make the cells for an LR variant of the Cybertruck given their NCA chemistry and the fact they already make use of silicon in the anode, albeit a small percentage. It's possible Tesla could leapfrog them in terms of energy density but chances are they're going to...

Cybertruck (Dual Motor) - Range: 350mi - 0-60: 4.0s - Price: $69,420 Cybertruck Performance (Tri Motor) - Range: 340mi - 0-60: 2.7s - Price: $98,000

We've already seen that a bike does fit in the bed:

More likely it got bent in Baja and they haven't replaced it yet, just washed the truck.

Seeing a lot of overreacting for what, if true, would be the equivalent of a 'Plaid' version. If Tesla is going to price one of the trims aggressively, that would certainly not be the tri.

By that I mean they know how to make them, it would be a matter of adding capacity. If the expectation is that the tri motor's appeal will be low due to its range/price then it makes sense they would not be inclined to make that investment.

Unlike batteries that would be a self imposed limitation. CF motors are a solved problem.

9mm has better armor penetration characteristics, smaller diameter and higher velocity.

Nothing but the purest unadulterated hopium ? Yeah, 99.9% that's what it is. Just haven't seen a close up that shows the grille's mesh to say it's 100% confirmed.

Unconfirmed, a speaker grille does seem like the most obvious candidate. The only alternative I can think of would be closeout panels that hide mounting provisions for digital mirrors that are to be be sold as accessories, given the truck was designed with removable side-view mirrors in mind...

Elon will likely make the "we have the best charging infra" argument but that doesn't really hold up; a) much of that will be available to competitors in one year's time, b) vast majority of superchargers are not set up for trailers so having to stop more frequently isn’t the deal. It’s more...

Wh/kg is the measure of (gravimetric) energy density in batteries, not sure what he's going on about.

Considering they did reiterate on just about every feature, yes. I would have expected a fleeting mention on one of the two occasions. Particularly given the fact that, as you yourself stated, it's a big deal to trucking operations. I also clearly stated it's an observation not a statement of...

Just an observation, that is all. They made a big deal about it at reveal but it has since gone unmentioned despite there being the opportunity to talk about it. Then again they are in low volume production out of a makeshift facility so even if it has been omitted it doesn't necessarily mean it...

Problem is we don't know if the Semis actually have the armor glass, last we heard was at the reveal, it wasn't mentioned at the PepsiCo delivery event nor on Jay Leno's drive.

Would be very on brand to have customers use the camera feed on the infotainment display, at this point I'd be surprised of the contrary.