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CT and Factorial... is battery pack upgradeable?

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Tinker71

Tinker71

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A lot of ifs here but:

1.) If it is just bolts and figuring out how to handle the packs/seat, people will figure it out.
2.) If the bolt pattern and volts/architecture stays the same for several years of production
3.) If future packs are 4680 based with 350 whr/KG or greater and production cost of say $70 per kWhr at the cell level
4.) Sales price at the pack level is $150 per kWhr.

Then a 3rd party might make a run at it.

I would argue that there might be profit in there for Tesla, especially if the old pack will have stationary storage value. Tesla may never try to exceed 250k per year. That might matter if they want to increase CT Revenue without increasing production and saturating.

Knowing that your CT may be upgradeable in the future could be a way for them to keep prices higher longer, by playing off the Osborne affect.

Who knows.
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SCTesla

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A lot of ifs here but:

1.) If it is just bolts and figuring out how to handle the packs/seat, people will figure it out.
2.) If the bolt pattern and volts/architecture stays the same for several years of production
3.) If future packs are 4680 based with 350 whr/KG or greater and production cost of say $70 per kWhr at the cell level
4.) Sales price at the pack level is $150 per kWhr.

Then a 3rd party might make a run at it.

I would argue that there might be profit in there for Tesla, especially if the old pack will have stationary storage value. Tesla may never try to exceed 250k per year. That might matter if they want to increase CT Revenue without increasing production and saturating.

Knowing that your CT may be upgradeable in the future could be a way for them to keep prices higher longer, by playing off the Osborne affect.

Who knows.
Tesla just hasn't supported this on their vehicles and replacement packs are insanely expensive, likely intentionally, to entice people to buy a new vehicle.

What most are saying is don't plan on this ever being an option.

A company made a 600 mile battery for the Model S and as far as I can tell it never made it to market.
 

Woodrick

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A lot of ifs here but:

1.) If it is just bolts and figuring out how to handle the packs/seat, people will figure it out.
2.) If the bolt pattern and volts/architecture stays the same for several years of production
3.) If future packs are 4680 based with 350 whr/KG or greater and production cost of say $70 per kWhr at the cell level
4.) Sales price at the pack level is $150 per kWhr.

Then a 3rd party might make a run at it.

I would argue that there might be profit in there for Tesla, especially if the old pack will have stationary storage value. Tesla may never try to exceed 250k per year. That might matter if they want to increase CT Revenue without increasing production and saturating.

Knowing that your CT may be upgradeable in the future could be a way for them to keep prices higher longer, by playing off the Osborne affect.

Who knows.

Good points. How long would it take someone to create a solution?
Because the Model 3 has been around for 6+ years and no one has done it yet.

The Cybertruck is not Tesla's first EV. It's not the first one with "only" ~300 mile range.

Do you have an EV? Or is this just an assumed problem?
 
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Tinker71

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Good points. How long would it take someone to create a solution?
Because the Model 3 has been around for 6+ years and no one has done it yet.

The Cybertruck is not Tesla's first EV. It's not the first one with "only" ~300 mile range.

Do you have an EV? Or is this just an assumed problem?
The only real reason would be frequent towing. I wouldn't take a CT on a 700 mile trip towing a big boat. Range anxiety in the remote west towing a load will be real for a while. 300 miles in a sedan is manageable.
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