Specific tesla news
At the Cybertruck launch event, keen observers are looking at the specifications and comparing the 4680 battery with 2170 batteries used in various Tesla models. Will Tesla use the 4680 batteries in all of their vehicles?
The official launch of the Cybertruck shows more than ten improvements that will flow into new and existing models of teslas. From use of stainless steel, to 48V wiring, steer-by-wire steering, a gigabit speed wiring system based on POE not CAN.
The Tesla 4680 production has been growting at 21% per month since product launch. By the end of 2023, the 4680 battery will start deliverying the increase in cell density and cycle time as promised in 2019.
Tesla vision part 3 is to be announced on March 1st, 2023 at Investor Day. How will this differ from Part 1 or Part 2. What is the “Path to a Fully Sustainable World”
Is Tesla market capitalization too high. Here are just relevant data to suggest that the vale is based on future earnings, 50% YOY growth plans and free cash. Tesla has margins higher than the industry.
Tesla has established an insurance business, and the value of insurance could be 5 times more than just selling the car by itself. The margin from the insurance business could be bigger than the revenue from full self driving software, face lower barriers to adoption and reduce costs to customers.
