Nio is moving to the 4860 battery platform. It is said that cathode production is scaling aggressively at giga Texas but I don't see a significant change in output, yet. Perhaps we will see the results in a few days. Berlin has added a third shift to their line, boosting output by 30%. I trust this means the byd packs are working out well. Tesla will blow by the 2m run rate long before year end.
For a good time, call..... It's been many months since I have mentioned the Brandenburg battery factory. From what I can tell, they aren't setting any construction speed records but the buildings look really good and I expect the quality is high. The cell plant at Berlin looks perhaps 92% complete on the outside. I believe production of 4860 cells is starting to ramp but, from what I can tell, it is very early days. I do not believe this cell plant is doing as well as cell production at Giga Texas. There seem to be some model 3 coming out of Giga Berlin. That's odd but it seems to indicate they are sampling from a new GA line. Some may find it interesting that Giga Berlin seems to be turning out model Y with 2070 cell packs, structural 4860 packs, and BYD blade packs. All from one plant and I think only one GA line operating at or near full capacity.
Giga Shanghai is said to be done exports, for a while. I assume this means Europe will need to be supported by Giga Berlin and Australia/New Zealand will not be getting any more cars for a while. It's astonishing to realize Tesla is so massively capacity constrained.
Gets boring being on a all star team. ELON does the work. I sit on the bench. A typical day for a peasant.
Quick thought. Pilot Flying J has 650 fuel stations and enterprise value of $165B. Tesla has between 3500~4000 supercharging stations. These can't be directly compared because the Flying J network is basically a chain of convenience stores where Tesla has under-monetized their charge points. We know Elon wants to do a lot more with the Supercharger network so I think this is where it's going. Imagine the up side of having the most popular charging network.
Does China have a charging network? I've heard that in China, you don't need to charge electric batteries. Instead they go to a "mechanic" that takes out the discharged battery and puts in a fresh battery, takes 15 minutes.
There is a quiet production push at Giga Nevada and Fremont. As I understand it, Tesla has a goal of 750K vehicles to come out of these two facilities. At this point, it is safe to say Tesla has cleared the 2M annual run rate goal. I wish I had bought in tat $250.
$ 248.05 after split average.I thought long and hard before taking the plunge. Being my only position and having a small percentage of cash, I strongly feel it will outperform the market. It's held its ground and has stayed above my entry price from day one. Obviously it's one the heaviest ones for traders and makes extreme moves. Tesla is more of a conglomerate than a car company. Elon and his team are years ahead of the competition and he has always welcomed their presence in the EV industry. I feel confident in my decision. Have nerve pills on standby just in case.
