Nio ES7 vs CT

[Tinker71]

IDK the cost model. There was a potential savings upfront of $40k but I imagine if you have a battery on rent for years on end that would get eaten up pretty fast.

As I said a couple times now Nio's supercharge at 250 amps when available which is pretty close to a Tesla. Most people would chose that. The only real reason to swap would be to install a larger pack for a trip or put a smaller pack in for around town. Battery pack maintenance would also be easier.

Granted the best range will come with a fitted structural pack, but there are compromises there as well. If Nio or BYD make inroads to the USA they won't build out a swapping network. They might have a station at the dealer service station in each town but that would probably be the extent.

They are both making compelling competition which will push Tesla to be better.

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[Tinker71]

DOJO is going to arrive and this has to be one of its first validation runs to verify one way or no way swappable cargo battery becomes a supportable layer in Tesla architecture. WATCH for sure!

I don't understand how DOJO will affect battery design or deployment.

It may contribute to machine learning optimization, but machine learning to market optimization is a stretch. The variables are not precise enough for a machine to predict with any better accuracy than a human with good instinct.

 

[rr6013]

Battery swap is the “ traveling salesman” problem; N-hard. DOJO is optimized specifically to solve hard problems in the field of visualization.

Battery swap is just a “vehicle” with a fixed set of parameters, traveling routes constrained by network effects. DOJO can solve for min/max algebraic optimization and provide differential areas under the curve as economic opportunities Tesla can assign value.

As a brand Teslas define the electric future. Future Tesla owners may value battery the more electric their lives. At some point, owning a ton of batteries in 3 cars, motorToys, backup home solar, equipment, accessories, tools and appliances(mower,rototiller,tractor) crosses the SWAP threshold of pain/economics.

DOJO, in the right hands, can be useful establishing that SWAP point where it is perceived economically advantageous to not buy a built-in battery for everything. Tesla can then define what swap architecture best addresses that environ.

 

[Zabhawkin]

The only place I can see battery swapping being practical even in the short term is handheld power tools, small short range vehicles (E-scooter/mower) and racing.

 

[Lives2TruckAround]

I am not expecting anyone or anything to "out do/out perform" anything on the cybertruck....

I do like those seats in this NIO though.... I wonder if I can get those installed in the CT

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