I’ve been told the following info:

Tesla 4680 yield is very good. They are still working on the throughput. Many variables at play: increasing speed uncovers simple engineering issues that need adjusting or fixing.

4680s have been in production for a long time now on the pilot line. Some 4680s are going to multiple testing facilities in US & Germany. Other 4680s are being used by the structural pack engineering team, rest are being stockpiled. It’s unknown how many they've stockpiled.

Initial 4680 production capacity installation at Giga Texas will be for around 500k vehicles per year. Let’s be clear, this is just the initial capacity. Capacity will increase over time, and quite significantly with added 4680 production lines, which are modular.

Tesla’s been very happy with the progress and they haven’t hit any major hurdles recently. All the FUD that 4680 design will fail/is bad, they will need to change the chemistry, production isn't anywhere close, etc. All that is completely wrong. What Tesla is accomplishing is🤯
For more detailed info you can listen to the episode below:
Sorry having issues publishing the episode. It will be available to listen to by morning likely.

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More from @SawyerMerritt

3 Sep
I was told by a few sources that Elon is holding a Tesla all hands meeting as we speak. I will let you know if anything interesting is shared.
I'm just gonna live tweet it. Here are a few things Elon has said so far:

• GF Berlin, Oct approval.
• Tesla is going to spell Tesla on GF Austin roof
for planes landing on airport near by.
• He is praising the Tesla team for their hard work
• "FSD 10 is quite profound, a revelation, is the future; V10 next week and “button request” 2 weeks after that" Elon said
Read 13 tweets
26 Aug
BREAKING: Tesla brand new app is now live!
Mobile app that is
Read 4 tweets
25 Aug
As much as you all want me to keep the Plaid S I ordered, it’s just too expensive for me lol. So there are 2 options I can take. First is to cancel the order and eat the $250 and consider it a gift to Tesla lol. The second is to take delivery and flip the car. What should I do? Image
I can take delivery and flip, I just can’t take delivery and keep (unfortunately 🥲).
I can take delivery in 5 days.
Read 6 tweets
24 Aug
Since this tweet went up, 10 new Plaids have been purchased from inventory around the US! Would be shocked if the remaining 47 weren’t gone within 48 hours.
Here’s my referral code if you need one 😅 tesla.com/referral/sawye…
Read 8 tweets
24 Aug
BREAKING: I was tipped off to there being brand new Plaid S inventory in the NY Metro area. I checked & it's true there were 9 vehicles available. I was still unconvinced so I tried to order one. The order went through. I got a RN, VIN # and an est delivery date of Aug 28th.

So at this point I was still sorta in shock. I just called Tesla as they told me it's a legit order and told me congrats. I said how is it fair that I can order one like this and the car isn't reassigned to a reservation holder. They didn't have much of an answer.

I have found Plaid S inventory around following area:

• Chicago
• Orlando
• NY Metro
• Los Angeles
• Bay Area
• Atlanta
• Phoenix

I stopped searching after those locations. SOOOOO crazy. Thx @bvTechie for the tip!
Read 4 tweets
15 Jul
NEWS: Adam Jonas Just Put Out An Extensive 17 page Research Report on $TSLA Aviation:

"The chance that Tesla doesn't ultimately offer products & services to the eVTOL/UAM market is remote. The potential skills transferability & network adjacencies are too strong to ignore"

1/17 Image
"Based on our global eVTOL/UAM model (a $9tn TAM by 2050), discounted back to the present on a per-share basis, we’re coming up with potential preliminary outcomes on the order of $100 per Tesla share on low-end to approximately $1,000 per Tesla share (or more) on the high end." Image
3/17 Image
Read 18 tweets

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