ohmman
Well-Known Member
- First Name
- Mark
- Joined
- Aug 22, 2020
- Threads
- 4
- Messages
- 103
- Reaction score
- 311
- Location
- Sonoma, California
- Vehicles
- 2020 Model X LR, 2014 Model S P85
- Thread starter
- #1
Today's Tesla Battery Day event was impressive. They introduced a number of things - the large 4680 cells, tabless cells, structural pack design, elimination of cobalt, etc. The roadmap was to a > 50% decrease in cost per kWh in their battery packs, and it was specifically outlined as a case for the Cybertruck and their Semi. They also showed much more rapid charging capability.
I wonder how this is going to affect Rivian from a cost competitiveness basis. I think Rivian still has a couple of benefits - a more traditional but still unique design, the potential for greater quality at delivery, the potential for a better service experience, and potentially others. But with the changes Tesla outlined, I feel like they're going to be able to offer the Cybertruck at an extremely competitive price without sacrificing margins.
Did anyone else watch the presentation? Any other takeaways from these big battery changes?
I wonder how this is going to affect Rivian from a cost competitiveness basis. I think Rivian still has a couple of benefits - a more traditional but still unique design, the potential for greater quality at delivery, the potential for a better service experience, and potentially others. But with the changes Tesla outlined, I feel like they're going to be able to offer the Cybertruck at an extremely competitive price without sacrificing margins.
Did anyone else watch the presentation? Any other takeaways from these big battery changes?
Sponsored