Honestly, I really want to know *how* they're getting a 0.208 Cd. That's significantly better than a car of this general shape would normally get.

Note that most manufacturers BS about their drag coefficients - but at least thusfar, Teslas usually match their claims in testing.
I wonder if this is all just a long slog of minor improvements, or whether they're implementing any of the long-proposed "cheats" for drag reduction, such as base bleed or suction to maintain flow attachment. I don't see any signs of that, but...
Either way, the claimed Cd is now 90% that of the claimed Cd for the Model 3. I suspect (whether from S not being as good as claimed, or 3 having since improved) that it's closer than that. But either way, it seems they're overcoming Model S's greater cross-sectional area.
What this means is that Plaid Model S should be a charging beast. Lets assume overall the same energy consumption, and cell tech / cooling that's merely "equivalent to" Model 3. With 17% more range, we get 17% greater usable capacity, which shifts the charging curve up 17%.
Of course, there could be other improvements that further adjust the charging curve; time will tell how the balance between Cd, A, Crr, and M play out vs. cell and pack improvements.

Note that we're not even talking about Plaid+, which will be an entirely different beast! :)

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More from @enn_nafnlaus

24 Dec 20
The "Meh" Factor Of Lithium Titanate Batteries

So there's been a lot of chatter about @Gfilche's rumours that Apple plans to use a Toshiba lithium titanate battery in their electric vehicle, due out four years from five years ago, and now four years from today.

But what is it?
@LimitingThe gave a pretty good description, but in short, it's an old technology where instead of graphite+silicon, the anode is lithium titanate nanocrystals. These offer a very stable structure with a massive surface area for high power densities and great longevity.
They also, however, are not only very expensive, but are a fundamentally lower voltage chemistry - and lithium intercalation densities are not great either (you have a lot of titanium and oxygen relative to how much lithium you can intercalate).
Read 13 tweets
23 Nov 20
Time for another #BearyTale - "The Tale of The Demand Limitation"!
According to this tale, Tesla gave the game away when they started listing peak capacities in their earnings reports, which surely can be assumed to have near-zero downtime related to holidays, upgrades, supplier limitations, etc, and pretty please don't read the fine print.
Gee, then, I wonder what happens when we plot out the ratio of peak capacity to production as total capacity changes dramatically due to new lines and COVID closures.

(Averaging between EOQ rates and not counting GF3 Q3 '19, as it's listed as "preproduction" and was near-zero)
Read 7 tweets
22 Nov 20
A quick thread for the #ButNorway! bears: Let's just check your acceptance of a few basic facts here.

1) You do realize that Tesla's global sales have consistently grown corresponding to *new capacity growth*, right?
2) You do realize that this corresponds to *production limitation*, regardless of where they choose to allocate production (wait times) or what pricing they choose - right?

3) You do realize that a company exponentially shifts demand with linear adjustments in prices, right?
4) You do realize that the indicator of how much a company needs to boost demand, relative to their prod. capacity, is encapsulated in their auto margins, right?

5) You do realize that Tesla's margins are *growing*, and are now a huge >27% wo/credits, >22% w/credits - right?
Read 14 tweets
16 Nov 20
@momsbyof3 @seastar898 @Creeks2013 @oldcanadaseries Their backstory is crazy. Maye's father was a member of Technocracy, which Canada feared aimed to overthrow the government. He worked in tons of random jobs, incl. help establish chiropracty in Canada. He took his whole fam to SA and they lived like Indiana Jones, looking for a..
@momsbyof3 @seastar898 @Creeks2013 @oldcanadaseries ... lost city (which they never found). In SA, Maye started dating Errol Musk, who she too late realized was a serious manipulator and abuser; he even manipulated her into marrying him by telling all her friends and family that she had said yes, so she'd be too embarassed to...
@momsbyof3 @seastar898 @Creeks2013 @oldcanadaseries ... back out. She finally did divorce him, with three children from the marriage. The older two wanted nothing to do with Errol, but Errol's mother convinced a young Elon that his father would be lonely without him, so he chose to stay - which he quickly came to regret. Errol...
Read 10 tweets
11 Nov 20
Elon: <some journalists are only interested in innuendo, namecalling, and outright falsehoods about me; I'm done being nice to them>

@nickbilton : <writes article full of innuendo, name calling, and outright falsehoods, while damning Musk for not being nice to people like him>
The lack of self-awareness by @nickbilton is staggering.

Or maybe he literally is this blind to his extensive use of innuendo, name calling, and outright falsehoods? Nick, would it help if I held up a mirror to you and your work?
"vainglorious" - @elonmusk's Twitter feed is a *constant* stream of him pushing away praise of himself and heaping it on others. Here, less than 24 hours ago:




"villain" - Gee, why would Elon think negatively of you?
Read 21 tweets
11 Oct 20
Every now and then, the old lie, "Martin Eberhard founded Tesla, Elon Musk stole it from him!" crops up.

Facts matter, so let's break down the actual timeline.

'94: Musk does a summer internship developing advanced capacitors in hopes of being able to use them for EVs.
'94: AC Propulsion (Gage, Cocconi) release the first version of the AC-150 powertrain.

'94: Musk founds Zip2 along with Kimbal and Greg Kouri. Musk's investment was the PC.
Fall, '94: Musk moves to California to attend Stanford for postgraduate physics studies, but immediately drops out due to the internet boom and the rising success of his company Zip2.

'97: Gage starts tzero construction. Cocconi further develops the powertrain.
Read 33 tweets

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