Aces-Truck

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Mini2nut

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I truly believe that Tesla will secretly start installing the 2nd generation of batteries into all of its models sometime in August but with software that will keep the current range. And then at battery day he will make the official announcement about the new batteries and tell everyone they have been installing them for the past month at Fremont. Tesla will inform everyone that they will be "flipping the switch" via an over the air software update on all recently purchased vehicles. And like magic your 300 mile range Tesla gets an additional 100 hundred miles.
 
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VolklKatana

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I fully believe that Tesla will start installing the 2nd generation of batteries into all of its models sometime in July/August but with software that will keep the current range. And then at battery day he will make the official announcement about the new batteries and tell everyone they have been installing them for the past month at Fremont. Tesla will infirm everyone that they will be "flipping the switch" via software on all purchased cars on so-and-so date to allow your car to magically go from from 300 miles to 400 miles on a charge.
Im onboard with this idea as well, I think the incredibly interesting point will be the cost. Much like the CT unveil and the gasps from the crowd at the 39k pricepoint, being that its investor day as well, i think they explain the cost difference and what that means for Tesla financially and that will be the *gasp* moment.

To be clear, this savings was already built into our truck price....though the range increase may not have been ;)
 

Bigvbear

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Interesting article here about the timing of Battery Day (September 15th, 2020):
"https://thedriven.io/2020/06/22/tesla-battery-day-now-set-for-august-as-musk-seeks-live-audience-for-million-mile-revolution/"

What do others think about the article's thoughts on the delay being a way to deal with the "Osborne Effect" (People canceling current orders to wait for new-improved features)?
Not sure I agree with his conclusion on the "Osborne effect"

Tesla could very well announce the new batteries will be available in the CT and the Roadster, but not current production models like the S, 3, and Y.

I point to another section of the article that says Tesla re upped a 3 year deal with Panasonic for batteries. Panasonic supplies the current batteries for the S, 3, X, and Y. If you figure CT production will most likely be delayed (like every other Tesla product has been) it will be 2 or 3 years before CT start rolling off the line, but since you can't buy one until then, not having the "new" batteries in the current production models would cancel out the "Osborne Effect" as people have most likely already made up their minds if they are going to buy a current model or wait until the CT is out.

The new battery tech might be available in the Semi, but that's not competing with the consumer market.

Now that does not mean there will not be a Generation 2 version of the 3 and the X (the X is way overdue for a refresh) down the road with the new batteries (much like they did with the new S model vs the older ones). However, that could be held off until the Panasonic deal is coming to a close.
 
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Jhodgesatmb

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Interesting article here about the timing of Battery Day (September 15th, 2020):
"https://thedriven.io/2020/06/22/tesla-battery-day-now-set-for-august-as-musk-seeks-live-audience-for-million-mile-revolution/"

What do others think about the article's thoughts on the delay being a way to deal with the "Osborne Effect" (People canceling current orders to wait for new-improved features)?
There is certainly truth to this Osborne Effect and I would do the same (cancel my order) if I believed that waiting a few months would net me a huge improvement in battery performance. That said, I believe that Tesla has demonstrated, over and over again, a skill at making strategic announcements. He (Elon Musk) announces things when it will do Tesla the most good (and, possibly, certain others the most bad). I am convinced it had nothing to do with Covid-19 or crowds.
 

                           











 
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