Master Plan 3 Coming March 1 on Investor Day

[Ogre]

Could be why the windows were blocked at the Austin casting end. Perhaps they don't wish to show what shape castings are laying about.

They have an entire second Gigapress they’ve been hiding in the wings. You guys don’t believe me, but it’s there, just wait!

 

[LoneWolfO6]

Battery Day, AI Day, Optimus Day, its all a blur with nothing to show for all the hoop la.

 

[LoneWolfO6]

it’s a good idea

The background pattern making up the image are castings.

 

[jerhenderson]

I don't think we'll see a new vehicle.



I think we'll see the refinement of the Model Y and then maybe project highland.



-Crissa

I want a new vehicle designated NCC-1701.

 

[flowerlandfilms]

Battery Day, AI Day, Optimus Day, its all a blur with nothing to show for all the hoop la.

?

 

[Richard V.]

The background pattern making up the image are castings.

Here is more on the graphic and the Master Plan three from (880) Tesla's BIGGEST PLAN YET | Massive Scale & Domination! - YouTube

 

[mhaze]

Its an investor event. Literally in the name

Register your shares on Tesla’s site and there is a lottery for each event.

You certain about that? I have seen nothing to verify it, although sure, they've done that in the past.

This note, on IR.TESLA.COM, just says "Details to follow." Then it circularly refers back to IR.TESLA.COM.

https://ir.tesla.com/press-release/tesla-announces-date-2023-investor-day

Tesla Announces Date for 2023 Investor Day
BUSINESS WIRE
Jan 2, 2023
We plan to host Tesla's 2023 Investor Day on March 1, 2023. The event will be live streamed from our Gigafactory Texas, with the option for some of our institutional and retail investors to attend in person (details to follow). Our investors will be able to see our most advanced production line as well as discuss long term expansion plans, generation 3 platform, capital allocation and other subjects with our leadership team.
For additional information, please visit https://ir.tesla.com.
Investor Relations Contact:
[email protected]

 

[Ogre]

You certain about that? I have seen nothing to verify it,

Its on the invite…

 

[Ogre]

Here is more on the graphic and the Master Plan three from (880) Tesla's BIGGEST PLAN YET | Massive Scale & Domination! - YouTube

20 Terrawatt?

Musk has previously talked about 3 TWh and there is a lot of reasonable doubt they can hit that.

 

[charliemagpie]

A couple of years ago, every leading legacy company was predicting a transition to EV's by a certain tan date, yet, at the time, it seemed there would maybe be a fraction of the batteries available.

Yet,, here we are. Seems there will be enough batteries for a mllion or 2 vehicles each by 2025.

We are thinking in linear terms, the mystique of the word TW will be erased by 2027. imo

 

[Ogre]

A couple of years ago, every leading legacy company was predicting a transition to EV's by a certain tan date, yet, at the time, it seemed there would maybe be a fraction of the batteries available.

Yet,, here we are. Seems there will be enough batteries for a mllion or 2 vehicles each by 2025.

We are thinking in linear terms, the mystique of the word TW will be erased by 2027. imo

I’m talking tonnage. That much raw materials is way beyond our capacity to pull it from the ground in the next 7 years. There is nothing on the horizon that is making mining that much more effective in that short of time.

 

[charliemagpie]

Just read Ford is going into partnership mining Lithium. What comes of it, is a different matter.. to me its like GM getting into car insurance.

I think companies can be clearer in the plans when scoping out new projects. New mines could sprout like mushrooms around the world. In fact, I skimmed something yday.. was it India just discovered a Lithium deposit ?

Elon was told the Industry takes 4-5 years to establish a new Lithium mine, he said Tesla is planning about 2.

The industry is exploding.

 

[Richard V.]

20 Terrawatt?

Musk has previously talked about 3 TWh and there is a lot of reasonable doubt they can hit that.

These are not my numbers. Please see the YouTube video for the context. I think the author was meaning world wide production, not just Tesla.
Did Elon say that the world would need 100TWh for breaking free from legacy fuel energy?? This is why investing in Tesla and Megapacks is good. BTW the IRA numbers are helping this too in North America. Megapack | Tesla Canada
100TWh is not a crazy number if you do a quick Internet search for it. Here is an example: Le Québec a besoin de 100 TWh pour atteindre la carboneutralité d’ici 2050 | Radio-Canada.ca
or here: Our actions - Welcome to 100TWh

 

[Ogre]

Most analysts suggest global lithium supply will limit battery production to 4TWh by 2030.

This is from The Limiting Factor who is one of the more reliable sources for battery info.

 

[charliemagpie]

In my life, I have discovered experts will not risk damaging their expertise.

The longer they are experts, the more they cover their ass.

I think the expert's opinions which Tony Seba refers to in his video's is a testament to that.