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CoverDrive Profile picture
@CoverDrive12
Sep 23, 2020 • 4 tweets • 1 min read • Read on X
1/ $TSLA Battery Day will "Blow Your Mind" said Elon Musk. I think the presentation would've been a lot more convincing had they actually shown one of the new 4680 cells. Maybe show what 1 kWh of the new cells looks like compared to 1 kWh of 2170 cells.
2/ The percentage improvements of the various elements seemed rather vague. It would've been nice to have a few hard numbers. Without hard numbers, you can't compare Tesla's technology to anyone else's. I assume that was on purpose.
3/ But it was most unsettling when they proceeded to add up all those percentages of different things to get an overall % improvement. That was purely deceptive.
Let me offer an example. I have a product made from 10 equal elements. I find a way to lower the cost of each element by 10%. What is my overall cost improvement?

Who is the chief engineer at $TSLA, anyway?

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More from @CoverDrive12

CoverDrive Profile picture
Apr 29, 2021
1/ Another month has gone by. It’s time to visit $TSLA ordering trends for Models 3 and Y. The first thing that jumps out at me is the order rate for FSD. I was surprised to see the Apr take rate cut in half compared to Feb/Mar.
2/ Perhaps prospective customers have been underwhelmed by the performance they’ve seen in Beta test videos. Maybe it’ll work better without radar. Periodic price rises of FSD have produced short-term bumps in demand. It may be time to try it again.
3/ Tesla began taking orders for the 7-seat option of the Model Y in January. With backlog orders filled, demand has declined to 15%. Given that the MY third row has questionable utility, the take rate is likely to decline further.
Read 4 tweets
CoverDrive Profile picture
Feb 16, 2021
1/ $TSLA Why is it that when Elon Musk says something stupid, reporters think he's saying something smart?
finance.yahoo.com/news/elon-musk…
2/ OK, 3 tonnes of thrust from a compressed air tank? That's the equivalent of 6 JATO rocket engines. How many seconds of flight is he expecting? Even if you can elevate for a couple of seconds, what do you do then? Advise people it's safe to remove their earplugs?
3/ I can understand that the $TSLA faithful want to believe. I've no problem with that. But when mainstream reporters routinely swallow Musk's malarkey hook, line, and sinker with no science filter whatsoever, it's genuinely disturbing.
Read 4 tweets
CoverDrive Profile picture
Jan 13, 2021
1/ For the benefit of everyone on Twitter, I’ve made a New Year’s Resolution to not share my opinions on politics or Covid this year. (So many Twitter drafts deleted already!) So instead of opinion, I’d like to share this anecdote.
2/ Last Friday, I went to my doctor for my annual tune-up. We talk candidly on many subjects, including Tesla. We even took a short excursion to Mars this time. Of course, on topics of medicine I will always defer to his opinion. And he had definite opinions on Covid.
3/ We talked about the effectiveness of wearing masks. We talked about the effectiveness of early treatment drugs. We talked about the level of risk for an average person. We talked about the level of risk for me in particular. We agreed on everything.
Read 5 tweets
CoverDrive Profile picture
Nov 10, 2020
1/ Now that the election has been called and voter fraud dismissed, it’s time to search for other frauds. Let’s look at $TSLA Full Self Drive. About 3 weeks ago, Tesla released its Beta version to a limited audience of Tesla influencers.
2/ The influencers were supposed to flood social media with praise and testimonial videos. Instead, FSD performance was so bad that every video contained errors, many requiring driver intervention.
3/ Excuses were made. “Remember, this is only Beta”. “I’m teaching it to drive down this street”. But the reality clear to everyone was that Tesla’s Beta FSD is anything but Full Self Drive.
Read 10 tweets
CoverDrive Profile picture
Sep 10, 2020
This is what happens when the design process does not allow time for reading the supplier's application guideline. Failing to design it correctly in the first place, I wonder how much engineering went into this makeshift solution?
What is that strap wrapped around - will it deform?
Can the condenser stack carry mechanical load through the center like that?
How about the mechanical properties of the foam corner molding? Temperature range?
Once there's a little compliance in the strap assembly, the cantilevered mass will have vibrational movement. And there will be more compliance quickly. Will somebody tighten the strap periodically?

This is a fix you'd do to keep driving until the end of the semester.
Read 4 tweets
CoverDrive Profile picture
Sep 9, 2020
1/ By now, it must be clear to both bulls and bears that exponential growth is becoming harder and harder to find at . Tesla’s avenue for growth now rests largely in the People’s Republic of China. Image
2/ Expansion at GF3 in Shanghai has been rapid and decisive. Ahead of schedule, production capacity surpassed 4,000 per week in mid-June. It’s safe to assume that they have Model 3 capacity for 20,000 per month today. tesmanian.com/blogs/tesmania…
3/ Meaningful production at GF3 began in March, when more almost 12,000 Model 3’s were delivered. Very impressive for sure – where do we stand today? We’re now at 11,800 in August, according to Reuters. reuters.com/article/us-tes…
Read 6 tweets

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