Tesla Gigafactories, News and Conversation

1,912 posts in this topic

1 hour ago, catjones said:

the driver was ignorant of the car's controls and tried to learn while driving

 

Reminds me of flying for 10 hours and then picking up a rental car on a rainy night with jet lag.

0

Share this post


Link to post
Share on other sites

Tesla stock is 'very fully priced,' says investing legend Byron Wien

 

Quote

Blackstone’s Byron Wien has made his legendary career on Wall Street by capitalizing on mispriced opportunities in the market using tried and true fundamental stock analysis.

 

And on that score, the vice chairman of Blackstone’s private wealth solutions group thinks shares of Tesla (TSLA) right now sport the valuation that accurately reflects the company’s future potential. “I think Tesla is very fully priced,” Wien told Yahoo Finance Live.

 

https://ca.finance.yahoo.com/news/tesla-stock-is-very-fully-priced-says-investing-legend-byron-wien-195839534.html

 

This is the thing, Musk self learnt rocket science, built reusable rockets and people doubt his ability to produce profitable electric cars? Sheesh, wake up and smell the non-emissions..

.

1

Share this post


Link to post
Share on other sites
9 minutes ago, Janx Spirit said:

This is the thing, Musk self learnt rocket science, built reusable rockets and people doubt his ability to produce profitable electric cars? Sheesh, wake up and smell the non-emissions..

.

 

Yes... but according to something MM said a few weeks back, the earth is responsible for such polution because the earth has a very strong magnetic gravity... 

 

 

0

Share this post


Link to post
Share on other sites
3 hours ago, catjones said:

 

But, had the driver pressed a button on the dash or took his hand off the wheel to turn a stalk instead of a "button" on a screen, that would have been ok?

If anything, the driver wasn't distracted by an electronic device, the driver was ignorant of the car's controls and tried to learn while driving.  

 

Windshield wipers are typically controlled by a stalk, but yes, the guy was likely still in the getting to know the car phase when he wasn't watching the road and crashed. 

 

The dumbest thing here is that you can press a button on the end of the turn-signal stalk to activate one wipe.  In the worst case, you can continue to drive while pressing the button as needed until traffic is clear enough to fiddle with the settings menu.  (it's a slider -- see pic)  I and II are intermittent, III is normal "on" and IIII is fast.  The menu pops up when you activate one wipe. 

 

wipers.jpg.d71f992be3113736b3dec6408c0cb

0

Share this post


Link to post
Share on other sites
8 minutes ago, SpiderPig said:

I read your reply many many time...

...   ;)

 

Are you Italian? ;) 

 

 

0

Share this post


Link to post
Share on other sites

So my brother was fiddling around in an outbuilding on his property the other day. It is down a hill from his house. He called his Tesla to come pick him up. It hit a tree. He had to take it 130 miles away for repair. They did not give him a loaner or rental to drive. 

 

He could barely tell the story he was laughing so hard.

 

There was a dirt road but definitely not mapped. I told him, so now you know you can't go in the middle of the forest and call your Tesla.

3

Share this post


Link to post
Share on other sites
1 hour ago, catjones said:

 How Volkswagen’s $50 Billion Plan to Beat Tesla Short-Circuited

 

“the Germans have finally come, and they’re not as good as Tesla.”

https://www.wsj.com/articles/how-volkswagens-50-billion-plan-to-beat-tesla-short-circuited-11611073974?mod=hp_lead_pos5

I wouldn't dismiss it so fast.

Yes, the ID3 is not that good and pales compared with the cheapest Tesla. Yes, the ID3 will look even worst within 9 months when the cheaper Teslas start rolling from Berlin.

But their CEO has the correct vision and strategy, give him time. His prototype line with Audi is the step in the right direction.

I think within 3 years VW will catch up insome points. Range will become an irrelevant selling point by then, so Tesla advantage on that area will go.

The problem is that Tesla is a moving target. Even if VW catches up on the battery and SW part, Tesla is years ahead on autonomous driving, for example.

But there will be market for both. Other manufacturers like Fiat and perhaps Ford will be gone.

2

Share this post


Link to post
Share on other sites
7 hours ago, MikeMelga said:

give him time

 

That's the one thing they don't have.  ICE companies are truly burdened with their infrastructure, history, dealer network and existing product line.  They are car companies trying to develop software technology; Tesla is a software company that builds cars.

NIO does not have that handicap.  They have government support, "acquired" technology and no historical baggage.  They are also physically in the largest potential market.

apple could have been afraid of nokia or motorola, but andriod?  where did that come from?

I think ICE companies will add EV product, but they will also continue to take cost out of their ICE vehicles and compete on "value"; real or perceived.

0

Share this post


Link to post
Share on other sites
3 hours ago, catjones said:

 

That's the one thing they don't have.  ICE companies are truly burdened with their infrastructure, history, dealer network and existing product line.  They are car companies trying to develop software technology; Tesla is a software company that builds cars.

Demand is so high that any EV will sell well for years to come. As long as they have some profit on the ID3 and ID4, they can go on. Unfortunately, I doubt they have profit on those models right now.

Diess is assembling a complete new team as a startup for an Audi project. The idea is to skip supplliers and start with a blank design. This could give them a vertically integrated EV within 3 years. Let's wait. Perhaps their cash can give them time.

1

Share this post


Link to post
Share on other sites
12 hours ago, MikeMelga said:

I wouldn't dismiss it so fast.

Yes, the ID3 is not that good and pales compared with the cheapest Tesla. Yes, the ID3 will look even worst within 9 months when the cheaper Teslas start rolling from Berlin.

But their CEO has the correct vision and strategy, give him time. His prototype line with Audi is the step in the right direction.

I think within 3 years VW will catch up insome points. Range will become an irrelevant selling point by then, so Tesla advantage on that area will go.

The problem is that Tesla is a moving target. Even if VW catches up on the battery and SW part, Tesla is years ahead on autonomous driving, for example.

But there will be market for both. Other manufacturers like Fiat and perhaps Ford will be gone.

agree with all you say except that i think Mobileye will be good enough for drivers and offer decent engough full self driving , not sure what level. Without mobileye the german car industry would be in a lot worse shape going forward . just my take right now 

0

Share this post


Link to post
Share on other sites
1 hour ago, padjo said:

agree with all you say except that i think Mobileye will be good enough for drivers and offer decent engough full self driving , not sure what level. Without mobileye the german car industry would be in a lot worse shape going forward . just my take right now 

100% agree. Mobileye is the main competitor on FSD. Question is: without vertical integration and ownership of data, do auto manufacturers using Mobileye become profitable?

1

Share this post


Link to post
Share on other sites

out of my depth to give a good answer but vw and others like bmw and Daimler know how to push out premium products at premium prices and have a loyal and somewhat sticky customer base. Time will tell if they can keep a lot of the customer base as the migration to ecars begins. I think the industry will shrink a lot but they will end up shaken but profitable . competition will be fierce . Tesla Berlin will be a big test for vw/bmw/daimler and customer loyalty . As you said the pie is huge right now but it's a land grab. Tesla have first mover advantage but maybe it's biggest advantage is it's speed of innovation/execution . I'm enjoying the show 

1

Share this post


Link to post
Share on other sites

I just ran across this article -

 

Quote

 

An electric-car battery that can be charged in five minutes, the amount of time it takes to fill up a tank of gas, has been produced for the first time in a factory in China.

The new lithium-ion batteries were developed by the Israeli company StoreDot and manufactured by Eve Energy in China. The company has produced 1,000 sample batteries compliant with li-ion battery certifications, StoreDot said Tuesday.

The samples will be used to showcase the company's technology to prospective buyers and investors looking to get a jump on the electric-vehicle market, including BP, Daimler, Samsung Ventures, and TDK.

 

 

here

0

Share this post


Link to post
Share on other sites

The article is quite bad. Batteries don't take 8h to charge. We have news like this every week. But it's always in the future and details are scarce.

Problem is a battery is defined by many, many parameters. And it's easy to tune a battery for good performance on one or two parameters but fails miserably for others.

Here are the main parameters:

  • Energy density
  • Cost per Kwh
  • Number of cycles
  • Maximum discharge speed
  • Maximum charge speed

As an example, solid state batteries have amazing energy density but terrible cost per Kwh.

Even within the same technoloy, you can trade off. For example, you can increase charge speed in sacrifice of number of cycles.

1

Share this post


Link to post
Share on other sites
3 hours ago, MikeMelga said:

Big drop in prices for Model 3 in Germany! I guess they are now coming from China.

https://www.tesla.com/de_de/model3/design#battery

 

You can get the cheaper model with 448km of range for 35k€ including Umweltbonus!

The long range (580km of range) goes down to 46k€


getting better and better, I’d order the damn Y version of it for that price today. The 3 is too small for me damnit.

1

Share this post


Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!


Register a new account

Sign in

Already have an account? Sign in here.


Sign In Now