Model S Plaid Delivery Event

[TruckElectric]

 

[fritter63]

Well, he forgot to mention what cars were testing the 4680s back on battery day, too. So I have no idea. I haven't heard about any mega castings or structural packs in the Model S, but it could have happened.

-Crissa

Did you see all the mega castings stacked along the fence in the pre event drone flyover? Was wondering which they were for.

 

[Bob Anderson]

The 4680s don't really give the Model S much. It's already not constrained in battery pack size and cooling.

The 4680s give Tesla better range and charging. Something Lucid is currently ahead in (if their prototype is as good as they say).

 

[Crissa]

The 4680s give Tesla better range and charging. Something Lucid is currently ahead in (if their prototype is as good as they say).

No, it doesn't. It gives the same charging profile, and only has a range advantage per pack physical dimensions.

That assumes the Model S is constrained by battery pack size (it's not) or cooling system (it wasn't).

-Crissa

 

[Bob Anderson]

No, it doesn't. It gives the same charging profile, and only has a range advantage per pack physical dimensions.

That assumes the Model S is constrained by battery pack size (it's not) or cooling system (it wasn't).

-Crissa

I'm not sure what you're saying. If you get over 50% range increase AND 50% less cost as said at battery day, there are 3 options as a result:
1) same range and cost w/ increased margins for tesla
2) same margins and range, but cheaper cost
3) same margin and cost, but increased range

Lucid charges 300miles in 20min
Model S 187 miles in 15min

 

[Crissa]

I'm not sure what you're saying. If you get over 50% range increase AND 50% less cost as said at battery day, there are 3 options as a result:
1) same range and cost w/ increased margins for tesla
2) same margins and range, but cheaper cost
3) same margin and cost, but increased range

Lucid charges 300miles in 20min
Model S 187 miles in 15min

Lucid doesn't charge any in any minutes, because they haven't shipped them. Also, they're using the 900v architecture, which gives them a slight charging advantage. This is unrelated to the 4680 cells, as Lucid is using the same kind of cells in the current Model 3, I think.

The 4680 only gives a small bonus in density. It does not give a bonus to charging speed. Actually, the larger physical cell size is detrimental to faster charging because of heat transfer, which the tabless design overcomes. So that part is a wash.

We already know that most of their models are not constrained by physical pack size. Only the Semi and Cybertruck will be (which is why they'll use the new cells). So it won't matter, for the most part, unless you're getting the trimotor.

And if they remain cell-constrained, well...

-Crissa

 

[Bob Anderson]

Lucid doesn't charge any in any minutes, because they haven't shipped them. Also, they're using the 900v architecture, which gives them a slight charging advantage. This is unrelated to the 4680 cells, as Lucid is using the same kind of cells in the current Model 3, I think.

The 4680 only gives a small bonus in density. It does not give a bonus to charging speed. Actually, the larger physical cell size is detrimental to faster charging because of heat transfer, which the tabless design overcomes. So that part is a wash.

We already know that most of their models are not constrained by physical pack size. Only the Semi and Cybertruck will be (which is why they'll use the new cells). So it won't matter, for the most part, unless you're getting the trimotor.

And if they remain cell-constrained, well...

-Crissa

Ok, that makes more sense. I'm still unsure if charging rate won't be increased w/ 4680. I believe Elon said there would only be a minor increase, but then this article says differently. For me to act like I know one way or another would be disingenuous. I can see Tesla sandbagging charging per Osborne.
https://insideevs.com/news/448893/tesla-model-3-4680-charging-power-size/

One final thought, it is perfectly reasonable for scrutiny of EV companies like Nikola and Lordstown, but I have full confidence that Lucid or Rivian are honest w/ their products. They are like Tesla and you can actually see them driving on the road. Not sure why if it's not a Tesla and it's good we automatically have to assume it isn't true.

 

[Crissa]

I don't like comparing potential products to shipped products, that's all.

Since the Plaid has shipped, it's no longer okay to compare to the Lucid ^-^

The Taycan has the he charging speed 'record' for crossing the US right now. Lucid is claiming the same thing, but with a more efficient car, which may b, but I need to see it now.

If you want the most miles per charge, well, the Aptera has them all beat (tho they don't have their peak charging set yet)

-Crissa

 

[Bob Anderson]

I don't like comparing potential products to shipped products, that's all.

You mean like the Cybertruck? Haha

 

[Crissa]

You mean like the Cybertruck? Haha

Yeah. So it doesn't compare to currently available models.

-Crissa