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semi_infinite

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semi_infinite

Re: santafe2 post# 26361

Saturday, 08/06/2022 12:53:37 PM

Saturday, August 06, 2022 12:53:37 PM

Post# of 29655
The integrated 4680 packs/modules coming out of Austin for the Y is nuts. IMO nobody catches them on gross margin and if they try they will get their margins crushed. Solid state batteries from others competing by 2025? Very iffy proposition. Trillion dollar question is how fast can Tesla ramp 4680 cells. Doesn't sound like Panasonic will be ready till next year.
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