Musk Dismisses Larger Pack, 400+ Mile Model S, Panasonic/Tesla Contract, Model Y QC (06.16.20)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 17 June 2020
⏱️ 9 minutes
🧾️ Download transcript
Summary
➤ Elon Musk says a larger battery pack is not in development for the Tesla Model 3 or Model Y
➤ Tesla achieves a 400+ mile range on the Tesla Model S
➤ Tesla files a Form 8-K to report adjustments to their contracts with Panasonic
➤ Electrek reports on early Tesla Model Y quality control issues
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hey everybody Rob mower here and today we have a quick update on yesterday's episode on the 100 kilowatt hour |
| 0:12.2 | potential packs for model 3 and |
| 0:13.8 | model Y, a new EPA range rating for the model S, some news on Tesla and |
| 0:18.0 | Panasonic's relationship, and on model Y. All right, so in yesterday's episode we spent quite a bit of time discussing a potential 100 kilowatt hour |
| 0:26.2 | model 3 based on some leaked images of a model 3 in factory mode. But Elon today replied to a Tesla Rotti |
| 0:32.3 | article on that subject, saying, quote, |
| 0:34.8 | no larger pack model three is in development, end quote, following that up with the second tweet saying, |
| 0:40.3 | quote, or why, end quote. So I still think yesterday's discussion was |
| 0:44.4 | interesting and worthwhile but at least for now it appears that Elon is |
| 0:47.9 | denying a possible 100 kilowatt hour pack for the model three if you want to look |
| 0:52.2 | really closely into it in |
| 0:53.3 | splice words technically there may be some loopholes here that could allow |
| 0:56.6 | Elon to wiggle around this he says no larger pack model three is in |
| 1:01.0 | development so perhaps the larger pack has already been developed, or when he says |
| 1:05.9 | a larger pack that could refer to physical size. We talked yesterday about how Elon had previously |
| 1:10.7 | said that physical size was a constraint on battery capacity for the |
| 1:13.9 | Model 3. So this statement doesn't technically rule out a more energy-dense battery in the same pack |
| 1:18.6 | size. And if we think about incentives, Elon is clearly incentivized to sell the vehicles that they are actually producing today and avoid cannibalization. |
| 1:26.0 | So in my opinion, this doesn't rule out a 100 kilowatt hour pack somewhere down the road, |
| 1:30.5 | and it doesn't necessarily rule out something happening relatively soon, but I think we should try to at least take it at face value and shelf any hopes of a 100 kilowatt hour pack for the three or the y anytime soon. If we don't I think this will end up |
| 1:44.7 | looking pretty reminiscent of everybody waiting for the interior refreshes which still |
| 1:49.2 | have not happened for the model S and model X. Another counterpoint that I should have brought up yesterday against a 100 kilowatt hour pack |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Rob Maurer, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Rob Maurer and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.