(This napkin math is making me think Tesla might be making a strategic mistake by not going for just one more OOM. It would reduce the range and add a lot to the cost of the car, but… maybe it would be enough to add an extra 9 or two of reliability… But it’s definitely not an obvious call and I can totally see why they wouldn’t want to risk it.)
(This napkin math is making me think Tesla might be making a strategic mistake by not going for just one more OOM. It would reduce the range and add a lot to the cost of the car, but… maybe it would be enough to add an extra 9 or two of reliability… But it’s definitely not an obvious call and I can totally see why they wouldn’t want to risk it.)
(Maybe the real constraint is cost of the chips. If each chip is currently say $5,000, then 10xing would add $45,000 to the cost of the car...)