IMO Tesla may have pulled a fast one on the audience during the Investor Day discussions around the next generation platform. I’m going to outline my thought process below.

1/ When Tesla unveiled the Cybertruck, they eliminated a major headache environmentally and quality assurance wise nightmare of the automotive industry. Paint matching between plastic and metal is a nightmare. Color matching repairs on 5 year old UV damaged paint is a nightmare.

2/

Tesla is currently bringing many important projects to fruition. Cypertruck, Semi, Model Y, Plaid Roadster S and X, Maxwell Cells, GF2, GF3, GF4, SolarRoof, MegaPack, 🇨🇳 Model 3, AutoPilot.

The following is a collection of my thoughts before the flood gates are opened. Long 🧵 🔋: I have long been a proponent that Tesla will likely never incorporate the 2170 Cell into Performance Model S, X and Roadster. Plaid prototype chassis running the Nurburgring in test mules demonstrates exactly the reasoning.

2)

In a couple hours Tesla will unveil to the would their first mass produced mid sized crossover. What does that mean and what kind or volume can we expect? Let’s dive in.
/1 The luxury Mid Sized SUV and CUV market as been very healthy and growing. The Top 5 best seller in the 🇺🇸 in 2018 include the very successful Lexus RX which is offered in a 3 row and Hybrid variant. Model Y would need to reach 2200/wk to compete for top spot.
/2

1)
November 2018 🇺🇸 automotive sales figures are being reported. Is the US auto industry still weathering a storm? Are fossil Sudan sale still plummeting in the new era of the EV? Follow along: 2)
Honda Reports sales of 120,534 Down 9.5% from Nov 2017. Honda Civic, and Pilot and MDX taking the largest hits. Accord holding the line Toe to Toe with Camry and Model 3 in the Mid Sized Sedan market, but down 12.7% in YTD volume.