Tesla Gigafactories, News and Conversation

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Tesla plans to open its charging network to other EVs later this year

 

https://uk.finance.yahoo.com/news/tesla-plans-open-charging-network-221652176.html

 

 

Seems like it will help VW wtc more than it will help Tesla, dont understand why Tesla would want to do this as the Supercharger network was a big reason to buy  a Tesla, maybe Elon really does want to accelerate the transition to e-cars, and know this will help sell more e cars, even if they are not Tesla's

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5 hours ago, yesterday said:

 

Seems like it will help VW wtc more than it will help Tesla, dont understand why Tesla would want to do this as the Supercharger network was a big reason to buy  a Tesla, maybe Elon really does want to accelerate the transition to e-cars, and know this will help sell more e cars, even if they are not Tesla's

 

Tesla intends to share costs and even make money from it:

 

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Elon Musk has confirmed that Tesla plans to open its Supercharger network to other automakers later this year.

It’s something that has been in the works for a while.


It’s hard to put a number on that value, but there’s no doubt at this point that Tesla’s Supercharger network is the most extensive electric vehicle fast-charging network in the world.

...

Tesla has often indicated that it is open to the idea of sharing the Supercharger network with other automakers, but it would be dependent on coming to an agreement on sharing the cost.

https://electrek.co/2021/07/20/elon-musk-confirms-tesla-open-superchargers-to-other-automakers/

 

Also in the news:

 

"Morgan Stanley believes Tesla (TSLA) could end up making more money from selling software subscriptions than selling hardware, like its actual vehicles."

 

Quote

Tesla has been on a trend of offering paid services through software.

The automaker started charging $10 a month for its “premium connectivity” features.

 

Tesla also started selling software features in packages through its mobile app.

But now, Tesla is taking it to a whole new level with its recently launched Full Self-Driving monthly subscription for $199 per month.

https://electrek.co/2021/07/20/tesla-tsla-could-make-more-money-from-software-subscription-than-hardware/

 

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Interesting view of the future, if it all comes true, then of course TESLA shares are going to sky rocket. but if not what will happen.

 

Cannot see the average joe, wanting to part with 199 a month, to have a car which can drive itself ( even if it works !), ok, road haulage firms, probably will take it up, taxi firms etc

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8 hours ago, yesterday said:

Seems like it will help VW wtc more than it will help Tesla, dont understand why Tesla would want to do this as the Supercharger network was a big reason to buy  a Tesla, maybe Elon really does want to accelerate the transition to e-cars, and know this will help sell more e cars, even if they are not Tesla's

That was my first impression. It's still unknown how they will do it, as the Supercharger network is truly a great advantage. My guess is that they will be production limited anyway for the next 3-5 years, so having other EVs there won't hurt sales.

There are a few suggestions on how this deal might work, and they are very interesting. Here are some (exclusive) options:

  • Price per kWh is much higher for competition
  • Price per kWh is slightly higher than current prices, but Tesla owners get a big discount
  • Competitor OEM pay Tesla a huge fee per year, per country
  • Competitor OEM charge their customers a one-time fee to access to supercharger (2000€?) and forward most of that fee to Tesla
  • Competitor OEM has no direct role and Tesla charges as they like

Tesla has a new Supercharger factory in China. I suspect they will flood the market with them and make a big pile of money.

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@DanglingPointer, You will need winter tires. It's not so easy to find Tesla-compatible rims, or at least it wasn't, when I bought mine. I ended up buying the rims from Tesla. They look great and are much better quality than most of the 3rd party.

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"How Much Revenue Will Tesla Make From Sharing Superchargers?"

 

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Tesla could stand to make $25 billion per year while helping the world's EV owners forget about range anxiety.

...

Goldman Sachs worked to estimate just how much revenue Tesla could generate if it actually has other EVs charging on its network. The investment firm says the US-based electric automaker could make over $25 billion per year thanks to this upcoming plan.

 

https://insideevs.com/news/522126/tesla-open-superchargers-estimated-revenue/

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This article encompasses almost all the discussions on this thread so far.  The disruption of the ICE is massive.  We are witnessing a sea change right before our eyes.  Whether you rejoice or weep, it doesn't matter.

 

Gas Engines, and the People Behind Them, Are Cast Aside for Electric Vehicles

Now, some of the world’s biggest car companies are sending the combustion engine to the scrap heap and are pouring billions of dollars into electric motors and battery factories. Instead of powertrain specialists, they are hiring thousands of software engineers and battery experts.

 

https://www.wsj.com/articles/gas-engines-cast-aside-electric-vehicles-job-losses-detroit-11627046285?mod=hp_lead_pos7#comments_sector

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yeah, I watched that a couple of days ago, and thought it was a really nice car

 

Much better when you can attach it to a Tesla Supercharger

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3 Companies Moving Forward With Robotaxis as Tesla Delays

 

https://www.fool.com/investing/2021/07/24/3-companies-moving-forward-with-robotaxis-as-tesla/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article

 

 

Tesla CEO Elon Musk had hoped to have 1 million robotaxis on the road by the end of 2020, but good luck trying to flag down a driverless Tesla for a lift any time soon. And although Tesla continues to roll out updates to its "Autopilot" system, it is still very much a driver-assist system, and not a fully autonomous experience. Musk in announcing the latest software update urged customers to "please be paranoid" and not hand over too much responsibility to the vehicle.

 

Like I said, this will not come quick if it ever does

 

 

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@yesterday, the article is very poor.

Mobileye is indeed the closest competitor, but they have no robotaxi plans. They are doing what Tesla is doing: ADAS first, Robotaxi later.

All other robotaxi deployment are very small, very restricted in area and more like a test.

 

I read an article the other day stating that companies are now shifting again back to ADAS and leaving robotaxi to a later future, as there is immediate money to be made with ADAS, but the technology is not ready for robotaxis yet.

 

And from that perspective, Tesla has around 350.000 cars paying for FSD system and it's about to increase substantially, with the FSD subscription that started two weeks ago.

Tesla is leading ADAS revenue by far. Robotaxi when technology is ready. And nobody has it yet.

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2 minutes ago, MikeMelga said:

@yesterday, the article is very poor.

Mobileye is indeed the closest competitor, but they have no robotaxi plans. They are doing what Tesla is doing: ADAS first, Robotaxi later.

All other robotaxi deployment are very small, very restricted in area and more like a test.

 

I read an article the other day stating that companies are now shifting again back to ADAS and leaving robotaxi to a later future, as there is immediate money to be made with ADAS, but the technology is not ready for robotaxis yet.

 

And from that perspective, Tesla has around 350.000 cars paying for FSD system and it's about to increase substantially, with the FSD subscription that started two weeks ago.

Tesla is leading ADAS revenue by far. Robotaxi when technology is ready. And nobody has it yet.

 

 

Cheers for that.

 

But its just what I said years ago, Robotaxi is very very difficult I am not sure it will be done in my life time, although I wish it would be, for when I get older and cannot drive anymore.

 

Cannot see why anybody will want to get a  subscription, to something that could years away is beyond me, its just giving Elon money for nothing

 

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2 hours ago, yesterday said:

But its just what I said years ago, Robotaxi is very very difficult I am not sure it will be done in my life time, although I wish it would be, for when I get older and cannot drive anymore.

It will come and fast. The progress from different companies in the past 2 years was incredible. I would say viable services, with minimum geofencing, should come within 2 years.

 

2 hours ago, yesterday said:

Cannot see why anybody will want to get a  subscription, to something that could years away is beyond me, its just giving Elon money for nothing

In US the current beta version is already doing some incredible stuff. In Europe I would not buy it now.

For me as an investor the current version clearly demonstrates the problem can be solved, it's a matter of time. As a Tesla owner, even if I were in US, I would say a wide release is at least 6 months away and most likely 1 year away. The problem now is that the system is so good that people will just trust it more than they should.

I am 100% sure I could already do my daily commute with the current beta, because my commute is fairly simple. Then I would be tempted to use it everywhere, and then I would crash.

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2 hours ago, yesterday said:

But its just what I said years ago,

 

You can apply that principle to any new technology.  Elon has ambition and goals and puts his money where his mouth is.  It's not like you're prescient; most "new" of anything fails to meet its target, but that hardly means it's a "failure".

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There were some very interesting comments from people testing FSD V9. While most of the outsiders dismissed the update, several beta testers said it was a huge leap forward.

 

Sure, it seems to be doing the same as V8 (feature wise it's almost the same), but testers say you really need to be in the car to realize how confident it became. One said something like: "we went from a first week driver level to a first year driver level."

There are already several people reporting zero disingagements in long drives. There are of course several corners cases to be solved, and a few features to add, but it's progressing.

Bear in mind that while Tesla disengages, Waymo or Cruise just stop and wait for better conditions, or relay control to a remote operator. And they do clever tricks to avoid tricky situations. Waymo for example does not do unprotected left turns, as they are really hard. So it creates a route to avoid it, even if it takes significantly longer.

If Tesla wanted "perfect demos", it could just change the routing algorithm to always create "safe" routes.

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4 hours ago, MikeMelga said:

Mobileye is indeed the closest competitor, but they have no robotaxi plans.

" Investors should get a better idea of the strength of Mobileye's autonomous tech in the next 18 months. The company has a partnership with Chinese automaker NIO (NYSE:NIO) to roll out a fleet of robotaxis in Israel in 2022."

 

More on that subject...

https://www.cnbc.com/2020/01/10/self-driving-tech-developer-mobileye-ceo-robotaxis-will-come-in-2022.html

https://en.globes.co.il/en/article-mobileye-signs-deal-with-chinas-nio-for-robotaxis-1001351502

 

And many more articles on the subject out there..

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2 hours ago, Keleth said:

" Investors should get a better idea of the strength of Mobileye's autonomous tech in the next 18 months. The company has a partnership with Chinese automaker NIO (NYSE:NIO) to roll out a fleet of robotaxis in Israel in 2022."

 

That's a test program. There have been robotaxi test programs for years. Being in Israel should ring the alarms: it's a test on Mobileye's turf.

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Just now, MikeMelga said:

That's a test program. There have been robotaxi test programs for years. Being in Israel should ring the alarms: it's a test on Mobileye's turf.

So they´re running a test program for robotaxis but they have no robotaxi plans ?

 

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