Updated dry cathode battery - your thoughts?

[Crissa]

Not bad, just reduced at first. I said that multiple times. It's not like they are delivering shit, just nerfed.

I wasn't inferring that the Cybercell was slower than the...

Is it slower at first or not?

-Crissa

 

[SCTesla]

Is it slower at first or not?

-Crissa

The Cybercell's charging curve was and is limited to start as was the MY 4680. Since then the Cybercell has surpassed the 4680 MY, but it's still not fully unlocked. I never said it was slower than the 4680, just limited on launch as are all new Tesla batteries. The CT started off with a comparably bad charging curve compared to the rest of the fleet and has received updates to get better. The discontinued 4680 MY did receive some updates, but was discontinued.

 

[Crissa]

The Cybercell's charging curve was and is limited to start as was the MY 4680. Since then the Cybercell has surpassed the 4680 MY, but it's still not fully unlocked. I never said it was slower than the 4680, just limited on launch as are all new Tesla batteries. The CT started off with a comparably bad charging curve compared to the rest of the fleet and has received updates to get better. The discontinued 4680 MY did receive some updates, but was discontinued.

So, you're saying it was slow, but it wasn't slower than the prior version of the cell, so...

...Are you or are you not saying that it was an instance of the cell being slow?

Either the Cybercell had its own time slower than the 4680 Y, or it didn't, and it wasn't its own instance of it being slower.

You can't have it both ways. They're literally impossible to both be true.

-Crissa

 

[Mini2nut]

It’s appears that the Cybertruck might be the first recipient in Q4.

https://batteriesnews.com/tesla-pla...ode-4680-battery-cells-by-end-of-2024-report/

 

[ChristoN]

It’s appears that the Cybertruck might be the first recipient in Q4.

https://batteriesnews.com/tesla-pla...ode-4680-battery-cells-by-end-of-2024-report/

 

[lonsomecrow]

I pushed my Cyberbeast (which was already delayed) further back by switching to the core wheels which put me in the oct/dec time frame but I highly doubt we’ll be able to push it to 2025. Definitely going to try lol. I think we’ll lose the 1000 bucks, however, if the battery energy density rumors are true, depreciation will hit the FS very hard and the 1000 bucks won’t feel like such a bad hit. Tesla won’t think twice about advertising more range. Look at what happened to the first 21 model s and x refresh buyers. A new Plaid went from 150k to 90k in a year. Same will happen with the CT if they can make it cheaper and offer more range to outshine the competition.

Another factor is HW5 coming at the end of 2025… I don’t think that’s a huge factor for me, but it will be significant for anyone wanting a fully autonomous vehicle. These issues are highly subjective. I plan on keeping it at the very least to the end of the warranty period. Patience is a virtue!

If you they cancel your order and you lose $1000, won't you also lose your place in the line and put back to the end of line?

 

[ChristoN]

If you they cancel your order and you lose $1000, won't you also lose your place in the line and put back to the end of line?

I was told yesterday from another forum member that I could postpone my delivery and they can assign my VIN to someone else up to 6 months out. However, now that the FS is ending after this quarter, I don't know how that would work. I'm hoping I can simply go back to being number 26,xxx in line which is where I was on the list. I'm going to call Tesla and figure out my options. Hoping this battery goes into production as predicted. The more I read, the more it looks like energy density is definitely going to be improved by a significant margin, but time will tell. That link I provided above to the video is worth watching.

 

[SSonnentag]

I'm curious to hear your thoughts on Tesla's dry cathode battery, which is reportedly nearing production. As you know, this battery is smaller and lighter than traditional batteries, and it also offers a longer range.
I'm particularly interested in Tesla's plans for battery replacement. I hope they will offer a discount or other incentive to customers who want to replace their old batteries with the new dry cathode batteries. Otherwise, it would be unfair to those who have already invested in a Tesla vehicle.

Not Smaller
Not Lighter
No info on longevity improvements, if any.
No info on energy density improvements, if any.
Significantly cheaper/quicker to manufacture is all we know.

 

[lonsomecrow]

What a bs response. No discussion when you're not even going to be reasonable.

They haven't changed a significant part manufacturing as vehicle like this without a version change. Like a LR. So don't go stating this is totally normal for them either.

If they change the battery and it gets 20% more and the 20k foundation price goes away, what do you expect people to feel? Bboozled? That they rushed the CT just to get it out due to pressure? Heck yeah. If it gets more range and there isn't a. Upgrade/recycle option it's in the wrong if you ask me. They promised more, have given terrible customer service, Charged a premium and now are swapping the battery mid production line year one.

If you think it won't bug us to get a 20% range version same year having paid a premium, you're wrong. If you don't see a problem with it that's fine. It doesn't mean we aren't justified. If no range difference no big deal.
As

Very well said!

 

[lonsomecrow]

The current in-house (wet cathode process) Giga Austin 4680-ramp is only a few weeks in front of the Cybertruck ramp.

It's reasonable to assume that changing 4680 production from wet (cathode) process to dry process will be a significant, disruptive factory change. They can't do that on one of the existing, active battery lines without significantly impacting 4680 output, and thence impacting Cybertruck production.

Another confounding factor is that when the first 4680 dry cathode production process goes live, it will almost certainly see lower yield. That would be typical with a new manufacturing process, while discovery happens to understand what line tweaks are necessary.

The Cybertruck is not yet profitable, even at the higher Foundation Series pricing. Achieving profitability - targeted for the end of 2024 - depends on several things, including Cybertruck volume, 4680 yield, and 4680 volume. All those directly influence per-vehicle unit cost.

Even if the 4680 dry cathode process brought significant energy density improvements - it doesn't - Tesla could not snap their fingers and magically change their factory lines.

Profitability is the lodestone for Tesla. That drives everything else.

There's plenty of economic motivation for Tesla to get its Giga Austin 4680 lines switched to the dry cathode process. But there are multiple moving parts involved. They'll make that changeover slowly - probably with only one line at the beginning, while they work on yield - and for some time I expect to see a mix of both wet-cathode and dry-cathode 4680 cells being put in Cybertrucks.

There are lots of user-can-notice improvements that Tesla will be bringing to its Cybertruck over time. The dry cathode 4680 process is not among them.

Already planned for Q4:

 

[lonsomecrow]

And you're missing out on a bang-up truck!

I understand the logic of waiting for a lower price, not so much why anyone would care whether the battery was made with a wet or dry cathode. That makes no sense.

And I really don't understand waiting for less bugs. Huh? I haven't seen any notable bugs in 3 1/2 months of use. What exactly are you referring to here?

Range range range

 

[mongo]

Range range range

Dry process cathode likely isn't going to give a significant range boost. You'll need to wait for silicon anodes for that. Or 46120s.

 

[lonsomecrow]

Dry process cathode likely isn't going to give a significant range boost. You'll need to wait for silicon anodes for that. Or 46120s.

So not even 10% improvement? 10% is still significant which is like 32 miles!

 

[mongo]

So not even 10% improvement? 10% is still significant which is like 32 miles!

Cathode material is called out as 4% range improvement, so ~12 miles. Not all of which is from the dry process.
Dry's advantage is in the factory size/cost and manufacturing cost.

Silicon andode though, that would be a major boost.

 

[lonsomecrow]

Cathode material is called out as 4% range improvement, so ~12 miles. Not all of which is from the dry process.
Dry's advantage is in the factory size/cost and manufacturing cost.

Silicon andode though, that would be a major boost.

I see, interesting. And Silicon anode will take a few years then? I'm just trying to make case for myself as my CT delivery is set for next week and I'm as confused as hopeless child lol