GigaThread: 2020 Q4 Earnings Call: Cybertruck

[VolklKatana]

I will continually edit this thread as info comes out.

-Elon expects GigaTexas to be delivering cars this year

-Tesla is not considering the ability to transfer FSD between vehicles at this timeframe, though subscription will be coming soon

-Kato battery team has solved all issues they have faced to date and are on track to meet cost and efficiency marks. Full production this year.

-Installing capacity for battery production of 200GWh by 2022

-Aiming for 50% of all service visits done by mobile service, currently this is about 49% of all service scheduled

-46 new service centers first half of this year

-Aiming for service appointments at all service centers within 10 days of issue reported

-Hoping to prove Tesla FSD is viable later this year

-CT engineering is complete, ordering equipment now. Larger casting presses than in current use. 8000 ton press for CT.

-If lucky, a few CT deliveries this year, volume starting in 2022.

-Elon- "It's going to be an incredible vehicle"

-Hoping to meet 4680 efficiency and cost 4 years from now

-Elon expects to be the CEO for several more years....but he would like some downtime instead of working day and night 7 days a week.

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[TirNaOg]

-CT engineering is complete, ordering equipment now. Larger casting presses than in current use. 8000 ton press for CT, a few deliveries this year, volume starting in 2022.

Cool.
Now give us some PICs! and details.

 

[VolklKatana]

-CT engineering is complete, ordering equipment now. Larger casting presses than in current use. 8000 ton press for CT, a few deliveries this year, volume starting in 2022.

Cool.
Now give us some PICs! and details.

He mentioned another webcast or video on the new model S in the next couple weeks, maybe then?

 

[TruckElectric]

8000 ton press for CT

I thought the SS exoskeleton was NOT going to use a press?

 

[Alan]

I thought the SS exoskeleton was NOT going to use a press?

I believe he said it was for the rear third of the undercarriage

 

[VolklKatana]

I believe he said it was for the rear third of the undercarriage

Makes sense as that needs to be reinforced for the heavy loads the CT can carry

 

[TruckElectric]

Makes sense as that needs to be reinforced for the heavy loads the CT can carry

The undercarriage will protect the battery pack.

 

[VolklKatana]

The undercarriage will protect the battery pack.

The battery pack should make up a large portion of the floor, so i don't think the casting will protect that in it's entirety

 

[TruckElectric]

The battery pack should make up a large portion of the floor, soni don't think the casting will protect that in it's entirety

I suppose it could help reinforce the frame so the CT can tow 14,000 lbs

Would love to see the blueprints!

 

[Cyber_Dav]

I thought the SS exoskeleton was NOT going to use a press?

Not a stamping press. SS too strong to stamp. Casting not the same.

 

[Crissa]

And this is probably the structure the motors, suspension attaches to, and bridges the underside of the bed between the exoskeleton sides.

-Crissa

 

[jerhenderson]

Amusing how Wall Street is disappointed by this so stock falls a bit today..... Wall Street.... the 'experts' responsible for the great depression, the great recession and the housing bubble that insists it can regulate itself.....