Tesla Battery Day (Today, 9/22, 1:30pm PDT) - Charging Into the Future

And now they are changing the refinery processssssssssssssssss....... what the literal fuck.

No waste water needed.
 
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Tesla came up with a new mining technique using NaCl and water to extract lithium from clay.

They have a 10,000 acre mining lot and can mine effectively non-destructively to the terrain.
 


So 2022 for a lot of this stuff hitting high levels of production. This could be a game changer in terms of affordability.
 
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honk if you're impressed.

iu
 
Damn it I was on a trading hot streak till I bought Tesla yesterday.
Stock shit the bed in post market.
Hopefully it'll be mid 400's again by end of week.
 
People were waiting until Battery Day to dump at peak hype. It'll recover.
Oh I know. I was planning on avoiding it all together until the million mile battery rumour came out. Then I got fomo yesterday.
 
I don't like Tesla's designs (everything looks like a child's drawing of a fish or the cybertruck), but I like the newest rendition of the model s. It's sort of strange to have a tech company do cars, because as a quiet car guy, outside of the torque acceleration, the Teslas don't do it for me. There's something to be said for the joy of the sound of combustion engines.

OTOH, advances in battery tech are very important for all tech and I support that.

The interesting thing is how the new battery tech comes into play for conversions. Imagine if you could do an ICON-like project but without the insane cost.
 
25k for fully autonomous vehicle in a few years... that's crazy. Considering they're the only company on earth (seemingly) on track to deliver that, the lofty valuation doesn't seem so lofty after all. Hopefully stock will drop a bit more, I can buy a bit more and lower my DCA slightly.
 
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I watched some youtube videos that summarized the conference without all the technical jargon and fluff late last night.
The future looks brighter than ever Tesla.
 
Will they show the Tesla Garbage Truck? I think people have shown patience through this battery change and are able to drive Tesla, what's Tesla's concerns? We'll see if they continue with batteries I don't think people are over anxious about Tesla products
 
Wall St. analysts are disappointed:





I'm more in line with Rob Maurer's assessment:





No instant gratification, but this puts Tesla on the path to becoming the world's most valuable company.
 
So every site I look up says Battery Day under delivered. I disagree and think that what they showed is beyond what I could imagine. I am not an electrical/chemical engineer but I have followed the development of batteries closely. To see these types of breakthroughs is revolutionary.

Is the negativity because many of these ideas will take some time to ramp up to full production, or am I misinformed and over hyping the breakthroughs? Or is it just that the media is trash.... I think it is the latter but i would like to hers Gaf's opinion.
 
So every site I look up says Battery Day under delivered. I disagree and think that what they showed is beyond what I could imagine. I am not an electrical/chemical engineer but I have followed the development of batteries closely. To see these types of breakthroughs is revolutionary.

Is the negativity because many of these ideas will take some time to ramp up to full production, or am I misinformed and over hyping the breakthroughs? Or is it just that the media is trash.... I think it is the latter but i would like to hers Gaf's opinion.

It's not glamorous or easily hypable, but from an engineering standpoint you're on the money. What they demonstrated will without exaggeration change the world as we know it. They have a ground-up redesign of the lithium ion cell and a massively more efficient method of manufacturing it, which will allow them to produce at scale and serve the global population.

What are electric cars? Battery packs on wheels. Efficiency, power output, and cost of these battery cells determine everything else about EVs.
 
i just moved some funds into my brokerage account and have to wait for it to clear..... no one buy Tesla stock. It is terrible idea. In fact sell it all now please.
 
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