Replies to post #22864 on The Rising Influence of Rising Affluence

[semi_infinite]

TSLA - Lucid, meet the new boss, same as the old boss. Toyota needs to accelerate their SS battery R&D (projected to be available 2025) by 2 years if not sooner. I don't see any major show stoppers to the TSLA battery scale up plans. Biggest uncertainty seems to be getting the dry chemistry working at scale - even without that significant reduction in battery cost below trend coming down the pike.

Battery day summary in 16 minutes. Model S Plaid specs and Laguna Seca lap time 1:30.5 (end of video).