I think the key features for most folks on V4 are long cable, MagicDock and credit card interface. Whether the cabinet is V4 is immaterial to most at this point, since very few vehicles support >400V (CT, Lucid and Hyundai/Kia are the few).
I am not sure if the Wilsonville has MagicDock or...
My guess: they ship Standard/Standard+ at a significant loss for now, but it positions them in the market. Later this year they will actually (silently, or maybe not) start shipping with LFP on Standard/Standard+, in order to get to the and of year gross-margin-neutral goal.
You won't be able...
For now. I suspect Standard and Standard+ will be replaced with LFP batteries s00n. My guess is that they introduced Standard+ because that is the absolute maximum capacity of LFP that can be stuffed into the volume (of the Max pack). They already use the LFP in the EDVs, but a *lot* of testing...
Lidar costs will come down. There are multiple vendors, so at least some competition.
Luminar is now shipping the lidar for the EX90, and has announced their next-gen Halo lidar (smaller, cheaper, less power).
Volumes are low to start, as always with new technology. But give it time.
Tesla is trying to do self-driving on the cheap (cameras only), but is still only a Level 2 system. Everyone else uses radar, and the only two true robotaxis (Level 5) in the US (Waymo and Cruise) use both radar and lidar. Mercedes is the only authorized Level 3 in the US, and it has a lidar...
The Tesla SC down the road in El Dorado charges per kWh, as does the EA in Wichita. So I don't think it is a Kansas mandate.
And besides, it's a great deal. Based on the app, this is a 2:1 cabinet-share setup. Worst case, you share a cabinet with one other, getting 150 kW, which at $17.40/hr is...
On way to Mammoth from SF, stopped off at Lee Vining RAN-in-progress. Electrically it looks ready to go. Pedestals, cabinets and transformer are all in, and by the humming it sounds like the transformer is live.
Only saw one cable (on the trailer pedestal), and looks like they have some paving...
OTA 2024.07.02 was a pre-requisite for SC access, and this release has now rolled out to the majority of customers. Now it will take a switch-flip: Both Rivian and Tesla will need to flip the switch that allows each to share the other's data. Whether Rivian will decide to flip the switch before...
SC access requires an OTA software update first. My suspicion is that 2024.07.01 (which is under testing right now by beta testers) is the release. The advertised features for the release do NOT include SC access - but of course they would not reveal this ahead of time, so I suspect it will be...
Well, now we get into semantics. ZEV credits are regulations created by the government that encourage ICE makers to pay money to EV makers. It's a government regulation that provides money to EV makers. I'm not an economist, so I don't know if technically it qualifies as a "subsidy", but it's...
By opening up the chargers, Tesla gets access to (even more) government subsidies. And they already got a buttload, between the first 200K+ rebates, ZEV credits, and now rebates again. Whether this is the main reason or just gravy on the "mission", we will probably never know.
Exactly - if I were Rivian, I wouldn't build that many if I didn't get paid for them. Which is why I suspect RIVN has been paid, and they have the space, so leave the pickup to AMZN. Otherwise that would be a hell of a lot of "stranded capital" sitting in the lot.
I believe EDVs sitting on the lot have been sold and paid for. AMZN is responsible for getting them off the lot, distributed and deployed. But RIVN already got the money.