BATTERY PRODUCTION
Haven't watched the call yet, but this ๐Ÿ’ฏ fits what I wrote in my Patreon Newsletter

"Tesla has stopped being battery constrained"
1/
2/
CATL built a plant near Shanghai plant. They bought and renovated an existing building, which saved 7-8 months, and TWO MONTHS AFTER RENOVATION STARTED they altmteadyvsupplied Tesla with LFP batteries
3/
Only THREE months from start they already reached 60% of planned 80GWh capacity!

48GWh in 3 months (11 if from scratch)!!!
4/
Add to that that there is no shortage whatsoever of raw materials for LFP, and CATL's partnership with Tesla becomes a rinse&repeat of building plants

And it's not just Shanghai
5/
CATL already announced a new factory in Poland (grunheide is close to Polish border). Poland should be much quicker than Germany in granting approvals, so I expect huge output in 2022.

Shanghai also reaches full 80GWh this year
6/
Tge huge jump in Shanghai output in Nov and mostly Dec 2021 was NOT due to Shanghai expansion like people thought

The expsnsion (and output) were due to the new battery supply (factory started production in Nov.)
7/
This has HUGE significance:

LFP models 3 and Y will become backbone of sales. Huge amounts, freeing all nickel-based batteries for higher-end variants

Also HUGE ramp in Tesla Energy. Lathrop should flourish.
8/
Tesla is in a unique position where it's base models are efficient enough to enable acceptable range with LFP.

Entire factories on order gives Tesla huge bargaining power, so cell cost should be cheaper
9/
So despite lower price, margins on SRs should remain high

Other bottlenecks (chips etc) could limit production, but 2022 is the year where batteries stop being the limiting factor!
PS
10/

Expect LFP MY in USA

Possibly - Expect LR and Performance prices to rise, so more people would buy LFP

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More from @ConnectingODots

Jan 27
TESLA BOT UPDATE
(AI CTO)

All following occurred BEFORE earnings call, mostly Sunday-Tuesday

Preface: My CTO friend has pivoted her company's future plans around the assumption that Tesla Bot will become a reality๐Ÿ˜ฎ
1/
2/
I briefly said this before and will give details in video I'll make soon, but anyway, this shows conviction that bot will be a thing

Their plan is highly risky IMO but they seem very confident
3/
A few days ago she wrote a whole lot on her FB, almost URGING her friends to invest in TSLA. I posted it here

Read it before going on.
Read 22 tweets
Jan 27
A TEASER
The first pic was used as a teaser for #Tesla #Cybertruck, so reusing it as a teaser for my next video

And I need a teaser because it should be MY BEST VIDEO BY FAR!

1/ ImageImage
2/
Not leaking topic yet, but giving hints:

1. Title ultra provocative, topic touchy. It's LOVE it or HATE it. Risking many of my viewers leaving me, but hoping they won't and this has to be said!

2. It's about Elon (+possibly Tesla)

3. Not a hint but it's also about a farm Image
3/
I don't expect anyone to succeed in GUESSing TOPIC, but if they/you do I'll send first ones merch from upcoming merch store Image
Read 6 tweets
Oct 31, 2021
INSIDE GIGAFACTORY SHANGHAI
A guided tour of Tesla's export hub and most productive factory
NEW VIDEO OUT

Let me know what you think!
(and if possible, like/rt ๐Ÿ™)
1/
2/
Teaser (also shown Yesterday b4 releasing the the vid) - take a look at these Tesla hardhats
Read 8 tweets
Oct 29, 2021
BREAKING NEWS! OTHER OEMs TO USE GIGACASTINGS!

A trustworthy source working for a well-known OEM shared some interesting info with me regarding their employer's future plans, including giga (or mega) castings:
1/ Image
1/
OEM acknowledges that having both ICE and EVs is a DISadvantage compared to pure-EV plays such as Tesla. Converting old factories and unloading ICE legacy slows the transition and adds cost
2. Tesla is not even considered as competition as they are already so far ahead, and unencumbered by ICE legacy also free to run
Read 9 tweets
Sep 10, 2021
THIS๐Ÿ‘‡๐Ÿ‘‡๐Ÿ‘‡
TESLA BUILDING AN ENERGY TRADING TEAM

True story: I have extensive experience in Resource Allocation Algorithms/Systems, so several years ago I was offered to be chief engineer for developing a novel energy distribution system
1/
cleantechnica.com/2021/09/09/tesโ€ฆ
2/
I started learning about the project (which had already started along with a subcontractor) and the problem at hand.

Real interesting project!

Client was a foreign utility company which supplied power to lots of varied customers - from retail households to large industry
3/
They had to balance loads against powerplants of various types - some costly and slow to spool up and down, others with minimal control over output etc.

This was a new field, real interesting. Before I gave my answer, something happened.
Read 9 tweets
Sep 2, 2021
RED ALERT! THIS IS IMPORTANT!

Barely slept tonight after talking on phone with the brightest person I personally know. She DWARFS my INTELLIGENCE, looks far ahead

WE TALKED TESLA AI DAY,
TAKEN INTO FUTURE

Right now I gotta start work so I'll be brief, but gotta unload this
1/
2/
Starting with things she said b4 (some I showed here)
A. AI Day is a GAMECHANGER

B. Not just for Tesla. Will be REMEMBERED IN HUMAN HISTORY as THE DAY THAT STARTED IT ALL
(Redhead pic her way to get attention of her non-tech FB friends who didn't respond when she talked b4)
3/
C. She called Tesla CHOAM. From Frank Herbert's Dune, the Biggest company in the universe.

I asked how big,
2x APPLE?
4x?

She answered nervously that more like 10x, 100x, 1000x it's UNLIMITED ACTUALLY.
WE CAN'T GRASP HOW BIG!
Read 23 tweets

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