Yeah, it now sounds like Cybertruck will rely less on a stressed skin body, and more on structural castings, this is news too.Haha. A lot has changed in the last 2 months since my post. I do think we’ll see more production prototypes this summer when they’re installing and tuning the production line equipment. Based on comments over the last couple weeks, it seems confirmed that we can expect more Cybertruck design changes and the new design elements and other production/ supply considerations are now more of an impact on the scheduling than the factory construction.
4680 cell production and battery cost reductions have been an ambiguous target since their announcements. The major improvements in battery efficiency and cost were said to be a few years out when they had battery day. 3-4 years according to this earnings call... Yeah, so not shocking, but also not what I was hoping to hear.
New Model S and X refresh with tri-motor and new interiors look nice. I’m kinda wishing I would have held my 2016 X a while longer, skipped the Y and got the X refresh. The Y is a good car. In many ways a great car. But the X is better in most every way. And a lot more expensive.
On Batteries it sounds like Tesla is guiding the same as GM, GM has said they will reduce battery cost 60% by 2025, and GM engineers said off the record they are gunning for 400 wh/kg cell density
I was extremely disappointed with the S refresh (it looks the same), the interior looks better (steering wheel sucks IMO), and more features to compete with E-Tron, but the range increase is disappointing, and they are sticking with the old structure/ suspension, which is long in the tooth at this point. Just putting in faster motors is not really what S and X needed. I mean X already had E-Tron massively beat in horsepower, but loses to E-Tron on the track. Handling balance is what was needed, X has more HP, and less mass, and still loses to E-Tron... hmmm... That can only mean bad engineering. S and X just have too much chassis flex, X is one of the worst modern cars I have ever seen tested in bending moments. When they cut out the roof rails for the rear doors, it killed the chassis ridgity. X and Y are not really comparable, Y has far better engineering, and an extremely stiff chassis. Y is way more fun to drive, and on a track, laughs at the model X, even the Raven X performance which has double the power loses to a base AWD Y on the track.