jerhenderson

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Negligible effect. The truck market is what, 3 million a year? GM and Ford will have EV pickups around 2024 so there's a narrow window for Tesla and "the others" to establish their presence. As Sandy Munro points out, brand loyalty is "unbelievable" among truck owners.
Me? I'm more agnostic about brands and my Tesla reservation is a hedge. I mean, with battery tech changing so rapidly I'm having second thoughts about dumping a lot of $ into something that's obsolescent in 3 years.
when 70% of the Big 3 profit is trucks, losing even 5 % ( 150 000 ) hurts where it counts.





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jerhenderson

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Tesla fanboys believe that Tesla will take over the entire Automotive World, tomorrow. Execs at GM and Ford think Tesla is puny at less than 500,000 units in the US in 2020 and that they can kick Tesla's ass.

The truth is somewhere in between. Ford and GM will sell a lot of ICE pickups over the next 5 years. And they will also transition to electric pickups over time. (I think Ford teaming up with Rivian gives them a better shot. GM might fall on their face).

Tesla's biggest problem is factories. Or lack of them. It takes 2 years to find the land, buy it, and then build a factory. If they want to crush Ford and GM they need to start at least one more factory build in the US by the end of this year. They can't out sell Ford and GM with just GigaTexas. It is simply not possible. GigaTulsa needs to happen. And maybe GigaSouth Carolina.
Tesla doesn't want to crush anyone - their mission is to drive EV adoption and end ICE.
 

Neo

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I have been having the same thoughts ever since they first started to hint that the undercarriage might be cast. Why does everyone assume if it is cast it is aluminum? the 2 most commonly cast metals are iron and stainless steel.
https://intercast.com/2018/04/17/deciding-stainless-steel-casting-cast-iron/
Stainless would be wayyyyyyyyyyyy too heavy... This is why in frames it's a box, I-beam, C channel or other mostly hollow form. There is no need to cast those shapes. Based on the properties of Aluminum and SS, it makes most sense to cast Aluminum for it's strength to weight ratio. My 2 cents.
 

alan auerbach

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This is great news. If true we should see some on the road testing fairly soon. Maybe that promised tour of the states...
Yes, we now have convincing evidence that:

1. The CT rollout will phase in late this year.
2. The CT rollout will begin some time next year.
 

rr6013

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Sounds like a alluminum subframe inside/under the exoskeletton........
This will be much faster to produce and chanels the forces (while towing) better to the structural battery pack.

I'm fine with that as long as they solve galvanic corrosion.
Sandy Munroe samples of the structural battery pack exhibit extruded aluminum channels at periphery which provide cooling, wiring raceways and enable structural integrity to the exo-skeleton.

Castings appear to be aluminum alloy and probably exhibit low to no corrosivity. Excluding structural attachment points to this channel-type extruded exo-skeleton, it looks to be a solved problem.

Third party attachments like plow, mower() and whatever add-on hasn’t thought up yet; that’s gonna be a heavy to impossible structural obstacle. 🤣
 

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