Connecting the Dotsβš‘πŸš— to DisruptionπŸŒŽπŸš€πŸ”΄βœ¨πŸ„β€β™€οΈπŸŒŸ
Connecting the Dotsβš‘πŸš— to DisruptionπŸŒŽπŸš€πŸ”΄βœ¨πŸ„β€β™€οΈπŸŒŸ

@ConnectingODots

4 Tweets 8 reads Sep 15, 2023
TESLA GIGACASTING UPPER BODY + DIFFERENT US HL M3?
In this thread I'll explain (w. video) why "Entire underbody in one piece" rumor is wrong, as is "Entire car in one shot"
In fact, I see new rumor as GIGACASTING the UPPER BODY. I also see a possible DIFFERENT US HL M3
1/🧡
2/
Patent is for casting entire car, but is that what Tesla is doing now? I think not!
"Entire underbody" prevents Gen3's parallelization. It is the exact opposite of "let's let robots huddle in parallel around each body section (front, mid, rear), then attach them together"
3/
Video here explains the UPPER BODY.
This was predicted before investors day.
Ignore model name guesses and what will be on Highland and what on Gen 2, I'm still sure I got most of the tech right.
4/
Finally - a MOONSHOT.
US HL M3 could be different from Chinese , with more of Gen3 in it!
Not unusual! Austin MY different from Shanghai MY (YIK this was also a matter of timelines)
Could also explain delay in launching US MY
Not saying it's true - just that it could be!

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