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JPR007
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JPR007 retweeted
ValueAnalyst 4h
“[Germany] still track to miss targets to cut greenhouse gases emissions, of which CO2 is the main one, by 55% in 2030 from 1990 levels, having achieved less than 30% so far.” 🇩🇪 badly needs a Gigafactory
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JPR007 9m
Replying to @BonaireVolt
Missed it
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JPR007 13m
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JPR007 15m
Nio raises $200 million from Tencent, CEO in convertible notes · TechNode
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JPR007 17m
Nio USA cuts dozens of San Jose jobs, Chinese automaker says
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JPR007 21m
Replying to @ILuvAmp @Tesla
Congratulations !
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JPR007 24m
Replying to @BonaireVolt
And we may be sure they don’t want to name the President of the USA ?
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JPR007 27m
Replying to @ClarkDennisM
Weapons of Personal Destruction ? Not sure that I have any affection for curse words in any form. They always make me go deaf. There are far better ways to interact with humanity.
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JPR007 36m
But none of this capacity expansion can happen overnight, as we have already seen during the Model 3 ramp-up.
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JPR007 37m
The demand for all of these applications is just huge.
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JPR007 37m
We can perhaps imagine a scenario where Tesla prefers to make their own vehicle cells with the most advanced technology and have Panasonic GF1 support them for Tesla Energy cells - which may also work for the Semi and Pickup applications.
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JPR007 39m
Yes. Primarily from Samsung and LG. With limited availability and at a higher cost than the batteries from Panasonic at GF1.
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JPR007 45m
And that may be the key to what will happen in the future at GF3 for battery cell production. Bottom line : All of these questions just make us even more hungry to see the roadmap in the Battery and Drivetrain Day . . .
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JPR007 47m
But Tesla may also start to make cells at GF1 in the future - perhaps after they have max’d out Panasonic’s volume commitment and once they have fully developed something commercial from the Maxwell dry process.
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JPR007 48m
That is currently true at GF1. And I see Panasonic continuing to make cells at GF1 for a very long time to come.
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JPR007 53m
Can we look forward to similarly excellent optical sensors on future Teslas once the hardware emulation has been completed ? 😂
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JPR007 55m
You have got to love that “binocular” vision. Clearly what he has is 2x monocular vision with maybe an option on binocular function when it suits him. He obviously does very well at rangefinding regardless. And no need for LIDAR.
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JPR007 1h
I hear you. Working on getting clarification. The counterpoint is that Elon has likened GF3 to GF1 in terms of its role in batteries and motors as well as final vehicle assembly. But there maybe nuances in those phrasings or it may be a matter of timing - later versus now.
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JPR007 1h
Replying to @SAirfarce
As you can guess, when you start getting deep into this stuff it can end up making your brain hurt . . . ! 😂😅
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JPR007 1h
Replying to @SAirfarce
The capacity allocation effects are more or less the same, but it may allow them to better meet the local content requirements and trim a bit off the component import tariffs.
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