October 23, 2023 • 48 mins
“We dug out our grave with CyberTruck” declared Elon Musk just days ago.
This baffled many, yet did not come as a surprise to others. It’s nearly 4 years ago that the vehicle was unveiled.
There was huge excitement at the time. Imagine: an electric truck, with a completely novel look, a decent range and competitive pricing.
But while there is still excitement, there appears to also be real problems with the vehicle - as Musk would not have used used the expression "We dug out our grave."
In this podcast episode, we review the huge problems experienced by Tesla's competitors in the nascent EV truck market.
Then we move to the issue of batteries, which are the Achille heel of EVs in general, and (heavy) EV trucks in particular, which require lots of power to be displaced.
While Tesla is using a house-made lithium-based battery for the CyberTruck, we argue that another technology would be much more appropriate, especially for its base version.
Actually, the technology would be much more appropriate for the base versions of all Tesla models, and also for other automakers.
The technology, which is already used by China-based leading EV producer BYD, consists of lithium-free Sodium-Ion batteries, which are much cheaper and much safer, among many advantages.
Sodium-Ion batteries appear to be the future of EVs, and Tesla may be missing the boat.
It's all explained in this podcast episode, and in this article
https://covexit.substack.com/p/saving-the-cybertruck
This baffled many, yet did not come as a surprise to others. It’s nearly 4 years ago that the vehicle was unveiled.
There was huge excitement at the time. Imagine: an electric truck, with a completely novel look, a decent range and competitive pricing.
But while there is still excitement, there appears to also be real problems with the vehicle - as Musk would not have used used the expression "We dug out our grave."
In this podcast episode, we review the huge problems experienced by Tesla's competitors in the nascent EV truck market.
Then we move to the issue of batteries, which are the Achille heel of EVs in general, and (heavy) EV trucks in particular, which require lots of power to be displaced.
While Tesla is using a house-made lithium-based battery for the CyberTruck, we argue that another technology would be much more appropriate, especially for its base version.
Actually, the technology would be much more appropriate for the base versions of all Tesla models, and also for other automakers.
The technology, which is already used by China-based leading EV producer BYD, consists of lithium-free Sodium-Ion batteries, which are much cheaper and much safer, among many advantages.
Sodium-Ion batteries appear to be the future of EVs, and Tesla may be missing the boat.
It's all explained in this podcast episode, and in this article
https://covexit.substack.com/p/saving-the-cybertruck
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