Tesla Gigafactories, News and Conversation

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Something very interesting was just said by the CEO of Hertz.

The interview is rather boring, but he lets go two extremely important points, if you pay close attention:

  • They will be the first rental to bet big in EVs. No news here. But their scale means no other rental competitor will be able to buy so many so fast. They basically just jumped 3 or 4 years ahead of ALL rental businesses. Perhaps it's time to buy Hertz stock
  • He briefly mentions "autonomy". This. Is. Huge. It means (my speculation) he believes Tesla will be the first with ADAS, and that he expects Hertz to be the first Robotaxi company! This might indicate why Tesla is not yet assembling a Robotaxi team. They won't. They will let rental companies do it.

 

 

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"Here’s How Much You’d Save on Gas With a Tesla and Other Electric Cars"

 

Quote

Electric vehicles (EVs) are clean, green, and finally, in the mainstream. Compared to their gas-guzzling counterparts, they’re not cheap to buy — but MSRP isn’t everything. EVs have several ways of paying their owners back and then some over the course of their lives.

,,,

The Tesla Model 3 costs less than the gas-powered BMW 330i, and only a little more than the Audi A4. But Consumer Reports found that Model 3 owners save about $17,000 over those who opt for the luxury German sedans.

https://finance.yahoo.com/news/much-d-save-gas-tesla-202358980.html

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Behind That Hertz Tesla Purchase

The rental-car company has a secret business weapon: Taxpayers.

 

Tesla CEO Elon Musk says he isn’t giving Hertz a discount on the reported $4.2 billion order. But he doesn’t need to because the House reconciliation spending bill includes a 30% tax credit for “qualified commercial electric vehicles.”

The text doesn’t clearly define what is a “qualified commercial electric” vehicle, but our sources say Hertz’s Teslas would likely make the cut. The credit could save Hertz $1.26 billion and make a Tesla almost as cheap for Hertz to buy as a Toyota Camry.

Hertz plans to install thousands of electric-vehicle chargers, which could also be eligible for taxpayers subsidies. The House spending bill extends a 30% tax credit for the installation of EV charging stations through 2031, which is on top of the $7.5 billion appropriation for stations in the separate Senate infrastructure bill.

https://www.wsj.com/articles/behind-that-hertz-tesla-purchase-elon-musk-mark-fields-rental-cars-electric-vehicles-congress-subsidy-11635283895?st=71weccf43avho3e&reflink=article_email_share

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One more article-

 

Quote

 

It's been a sobering week for Herbert Diess' electric vehicle ambitions.

While Tesla joined the trillion-dollar club, received a landmark order from Hertz and set a new sales record in Europe, the Volkswagen chief presented a sales and deliveries outlook cut and a drop in quarterly profits that drove home one point: dethroning Elon Musk as the king of electric vehicles (EV) has got a lot harder.

 

"The recent achievements of Tesla are sending a clear message," Diess told analysts during a call on third-quarter results on Thursday that ended up being mainly about Tesla.

"We have to prepare for a new phase of competition."...

 

 

the rest

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28 minutes ago, fraufruit said:

One more article-

 

 

the rest

 

Interesting article FF. It underpins a very salient point facing traditional car manufacturers. The oversized workforce and the cost of retraining and redundancies. Add that to the retooling and repurposing costs, it's a big mountain to climb.  

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5 minutes ago, fraufruit said:

So who's lying? Hertz or Musk?

 

Neither, he just said this regarding the exploding share price:

 

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If any of this is based on Hertz, I’d like to emphasize that no contract has been signed yet.

 

Tesla has far more demand than production, therefore we will only sell cars to Hertz for the same margin as to consumers.

 

Hertz deal has zero effect on our economics.

 

https://twitter.com/elonmusk/status/1455351085170823169

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On 27/10/2021, 11:22:08, fraufruit said:

 

 

As a matter of fact, we recently took a Hyundai Iconiq 5 for a test drive. We will probably buy one if our HVW puts chargers in the Hof like we've heard they will do.

 

2022 Hyundai Ioniq 5 Review:

 

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The Dacia Spring EV is out, or at least you can buy it now and get it in six months, two versions but both very cheap, around 21k EUR and you get a bit over 9K back.  It is tempting but it is extremely basic and it is a pure city car.  Still tempting. 

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45 minutes ago, Janx Spirit said:

 

2022 Hyundai Ioniq 5 Review:

 

 

Seen several video's on the Ioniq, I really like the feature that you can power other electrical devices from it, so you can take your electric barbecue to the beach and cook your lunch there - so ccol

 

 

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17 hours ago, yesterday said:

 

Seen several video's on the Ioniq, I really like the feature that you can power other electrical devices from it, so you can take your electric barbecue to the beach and cook your lunch there - so ccol

 

 

 

I thought the paddle on the steering column cool, you can use to increase the regenerative breaking instead of using the normal breaks, like when slowing for a traffic light.

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17 hours ago, yesterday said:

I really like the feature that you can power other electrical devices from it, so you can take your electric barbecue to the beach and cook your lunch there - so ccol

 

Himself and I can't think of one single use that we would have for that feature. But it's cool.

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12 minutes ago, fraufruit said:

 

Himself and I can't think of one single use that we would have for that feature. But it's cool.

 

You can vacuum clean the vehicle without an extension lead and make smoothies in a blender.

 

And serial killers, you can stick an industrial meat grinder in the back for those pesky bodies;) 

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48 minutes ago, Janx Spirit said:

And serial killers, you can stick an industrial meat grinder in the back for those pesky bodies;) 

 

A portable fridge to ward off the smell and for those gin and tonics you sip while the thing drives itself. 

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"PepsiCo to take delivery of Tesla electric trucks in fourth quarter"

 

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Nov 8 (Reuters) - PepsiCo Inc (PEP.O) will get its first set of Tesla Inc (TSLA.O) electric trucks in the fourth quarter, the packaged food maker's top boss Ramon Laguarta said in a interview to CNBC on Monday.

 

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