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I guess the upside is intercepting both market segments (mid and full size) with a single vehicle, the downside is a compromise that pleases nobody. Makes a lot of sense if they do sell it globally and/or intend to make an SUV variant. Otherwise it's not immediately clear whether compromising...

That I do get, however all that amounts to is matching trim production in a way that is proportionate to orders. The characterization was that Tesla would make a few to start with just to show they exist but then, like Ford did with the consumer Lightning Pro, limit production because they’d...

1:42 also

MDR's estimates were based on the pre-production beta shown at Investor Day, no evidence of dimensions changing between that and the RCs.

How do you know someone is a pilot? They'll tell you.


 That makes sense but they're not shaking that association with a name change. If it has three motors it will be seen as the "tri-motor", there's no escaping that. So if optics were the only concern, which they aren't, it would be a better look to say it's coming in the future rather than...

Optics wise, if the tri motor falls significantly short of the 500mi target, they'd be better off not selling any and just saying it will be "coming soon". Though if that were the case there would be no reason to limit tri production? Given the fact it would have the same pack size as a dual.

If one is to go by Elon's tweets it would be a very long list, I'd hold them to what was shown on the slides back in 2019.

You make a compelling case, I tend to default to the cynical interpretation but looks like it's not warranted here. The missing part of the puzzle is how many lines were active in producing these 10M 4680 cells over four months. If it's all from a single line that would be great news as it...

At the very least wait a month or so until the Cybertruck delivery event.

I'm reading it as the 20 millionth cell was produced at GFTX, not that GFTX has produced 20 million cells. Hopefully they'll clarify on the call, along with how many lines are currently operational at GFTX.

They're very different, these new aero covers look like the wish.com version. Hopefully only limited to the street Pirelli's and the Goodyear AT gets the previous design.

Supposedly the Kato Rd facility is offline for upgrades, unless it stopped production before June 16th it will have contributed to the 10M cells produced between then and now. To what degree is hard to say. They did the same with Maxwell.

They were both in the presentation slides back in 2019.

Don't see the point of Tesla getting involved with this, margins may be great but at this price point there's not going to be much volume. They would have been better served by focusing their attention elsewhere and left this to third party shops. Sail storage, user accessible air compressor...

What do you expect the range will be for the tri-motor?

I would imagine so, strikes me as a better solution than stowing it vertically. Still, there's no getting around the fact that you have a spare taking up space in the bed and there being no compressor outlet, I assume you have it on good authority, only compounds the problem. By having...

It's not the novelty I'm referring to but the execution, any third party can make a lightbar, spare carrier or starlink mount that sticks out into the airflow. What I was hoping they'd do is design the truck with the accessories in mind, instead they appear to be an after thought more than...

I'm not terribly impressed either, they're all things that any third party could have designed.

There is a gray interior option ... ... and yes, it does look far better than white ?