Earlier quoted context omitted.
I don't think the Made-in-China Tesla's ever suffered the build quality issues the Fremont built cars did. There have been minor issues. I think the "low price point" EV is a myth in the short term. I don't think there is enough materials to make the volume required at that price point. This seems to be why Tesla put a hold on their $25k model - which they now seem to be making a "dedicated robotaxi" and betting on s…
IMO the 25k model is on hold because: 1) they are just scaling existing models (same reason roadster / semi / cybertruck is on hold) 2) the chinese already own that price point worldwide, and Tesla likely can't compete in that segment, well, or the margins aren't worth the effort right now. As for limits on materials, as I described, Sodium-Ion and LFP are the path for 10-20 million BEVs per year (or... 3x-5x that in…
Re: Lithium drilling advances at the Salton Sea
#81Even off raw materials are solved… that’s still a lot of battery factories that need to come online. I know there is rapid growth here… but the timelines feel insanely aggressive… like everyone needs to suddenly do Tesla level growth having never done that kind of growth before