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Connecting the Dots⚡🚗 to Disruption🌎🚀🔴✨🏄‍♀️🌟 Profile picture
@ConnectingODots
Apr 22 • 3 tweets • 5 min read Twitter logo Read on Twitter
CYBERTRUCK AMPHIBIOUS CAPABILITIES
Engineering Analysis

Everything U wanted to know:
➡️How will #Cybertruck float?
➡️Will it leak?
➡️Which of Elon's icons was ALL leaks?
➡️How will it propel in Water?
➡️Speccing your own Cybertruck so it's Marine-Friendly
2/
A special thank you 🙏 to @raphtist, @6463dc, @Teslamojo, @KerbalNut, @DeNguyen73, @lolkeks5, @CafeElectric, @Al3xBernardino, @xtabuenca, @sergiu_volok, @CFlittard1904, @Deutsche_Songs, @SouthernAZTesla and @MattsterT3
for helping me open the Soft-Close doors🚪
Only tagged friends with Cybertruck (or cyber) in their name:
@ShyCybertruck @cybergigafacto1 @Teslafanboy69 @cybrtrkguy @Mod3My @DarthJML,@TeslaTruckClub

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More from @ConnectingODots

Connecting the Dots⚡🚗 to Disruption🌎🚀🔴✨🏄‍♀️🌟 Profile picture
Apr 20
Engineering Analysis of CYBERTRUCK AMPHIBIOUS CAPABILITIES

Video out soon w. everything you wanted to know:
➡️How will #Cybertruck float?
➡️Will it leak?
➡️Elon's icon was ALL leaks
➡️How will it propel in water?
➡️How to spec your Cybertruck so it's marine-friendly
And more
1/ Image
2/
 Video out Saturday* (once Patron-only Early Access is up), or join my Patreon for as little as $1/m and watch it Ad-free now

___
*Planned for Saturday but possibly delayed to Sunday or even Monday. Not my call, should know later today and update
patreon.com/posts/81768656…
3/
 Till then, here's my Cybertruck Technologies playlist:
youtube.com/playlist?list=…
Read 6 tweets
Connecting the Dots⚡🚗 to Disruption🌎🚀🔴✨🏄‍♀️🌟 Profile picture
Mar 26
From LEADER to LAGGARD:
How BMW (and TOYOTA) sealed its EV fate in a single day
🚀NEW VIDEO OUT

Why is it that #BMW and #Toyota, two prominent LEADERS, became dead-last LAGGARDS once #Disruption arrived?

I thought I knew why, but Boy was I wrong!
1/🧵
2/
 Years ago I heard something on BMW which I knew wouldn't end well.

My prediction is now coming true

But going down this rabbit-hole I realized something more FUNDAMENTAL is at play at BMW, and the same goes for Toyota!
3/
 BMW won't survive. Toyota possibly will.

This video is one of my favorite stories. It weaves through decades and continents, shows leadership in face of disruption, shows @elonmusk @jimfarley98 #NikolaTesla #HenryFord the Innovator's dilemma and lots of shirtsleeves
Read 5 tweets
Connecting the Dots⚡🚗 to Disruption🌎🚀🔴✨🏄‍♀️🌟 Profile picture
Mar 25
BMW is lagging in EVs and its future is far from certain
But all this was determined years ago!

In this video we spawn decades and continents, dive into psychology, management theory, cool and ugly designs and most of all the importance of LEADERSHIP at times of disruption
1/
Video was in pre-release, then updated to include BMW's recently announced "BULLISH" EV plans
(MSM thinks it's bullish, but bullish my ass!)

I have to say this is one of my favorite stories!

Video will be out Sunday, or join my Patreon and watch now:
patreon.com/posts/day-bmw-…
The video is out. Link here:
Read 4 tweets
Connecting the Dots⚡🚗 to Disruption🌎🚀🔴✨🏄‍♀️🌟 Profile picture
Mar 24
PROJECT HIGHLAND + MIA LFPs
(No new info, new conjecture!)

Before InvDay I predicted that Highland M3 will serve as prototype for 3rd gen platform

Others predicted that it will just shave costs by getting MY treatment structural pack w. F/R Gigacastings

Here are NEW POINTS
1/
2/
From 4/1 Model 3 SR will stop being eligible for tax credit, while M3P and MY retain eligibility

M3SR extremely important for Tesla's results, as it uses LFP and doesn't encroach on limited ternary battery supplies.

SRs are *IN ADDITION TO* not *INSTEAD OF* other cars
3/
 A week from now post-credit prices will be:
M3SR = $43K
M3P = $46.5K
MYLR = $47.5K
Unless Tesla can SIGNIFICANTLY reduce prices, very few Americans will buy M3SR

M3SR price MUST drop lower compared to MY (M3P price can be kept higher than M3SR by taking more margin)
Read 10 tweets
Connecting the Dots⚡🚗 to Disruption🌎🚀🔴✨🏄‍♀️🌟 Profile picture
Mar 23
THE REAL PRICE WAR

In a mini-newsletter I sent my patrons earlier this month, I attached an article from China and gave a heads-up that while we focus on EVs, the effects of Tesla's price cuts on ICEV prices is potentially much more important
1/🧵 Image
2/
 The idea is simple:

Tesla lowered prices and triggered an EV price war, where competitors are forced to slash prices to remain half-relevant

But with modern EVs getting cheaper and cheaper, demand for ICE fell off a cliff and @jpr007 's Valley of Death became a real factor. Image
3/
 Chinese buyers abruptly cut ICE purchases. With lots of capacity but low sales, this pushed OEMs to slash ICE prices as well

I wrote SLASH because price cuts are huge. 10% seems like baseline and even 40% cuts are available

(Gif shows Slash😎)
Read 14 tweets
Connecting the Dots⚡🚗 to Disruption🌎🚀🔴✨🏄‍♀️🌟 Profile picture
Mar 1
21 Hours to go till Tesla's Investor Day presentation, and I realized that I didn't post my Livestream on Twitter.

The production is SH*T, completely amateurish (see 2/) but the content AFAIK is unique so could interest you
2/
Production was horrible. The only good thing about it is that next time can only be better.

But the content is unique, and just a tip of the iceberg Image
3/
 So many other things I didn't show, such as Tesla patent for (faster, more efficient) QUENCHING OF ALUMINUM EXTRUSIONS using pulsed width modulation (PWM) atomizing spray nozzle
lightmetalage.com/news/industry-…
Read 5 tweets

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