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  1. L

    The Stationary Battery Business

    500 million!!!? Energy Storage was a 300 million a year business for the WHOLE INDUSTRY in 2016. Not a chance Tesla pulls that off this quarter(unless you are including a lot of solar--not that privy to how much Tesla has historically done there.) South Australia battery was likely in the...
  2. L

    Is Tesla planning to enter the power plant industry?

    You defineley need to add a line item for inverters which at this point are a huge price to both storage and solar...they're price curves haven't been quite as aggressive and are starting to make up a greater % of overall system cost. Bi-directional inverters, needed for storage, are especially...
  3. L

    Short-Term TSLA Price Movements - 2016

    Hey, I work in the industry and some of the things you are saying are generally what some of the 'realist' or more pessimistic in the industry are saying. However, solar also has a number of benifits to the system. Capital Deferal is likely the largest-if they don't need to upgrade a sub-station...
  4. L

    Wall Unit

    I agree w/ ecarfan, but also if you ever plan to get another Tesla, it will likely be easier to set up another wall charger w/ power sharing, which would be useful since it sounds like this will max your pannel. Of course, this is dependent on the tech staying compatible in the future.
  5. L

    Tesla short film - "Not a Dream"

    This is awesome, incredible animation!....I give Tesla 12 hours till this is shared on their social media.
  6. L

    SolarCity (SCTY)

    SBenson, NextEra is essentially Florida's utility, looking to buy Hawai's utility and then also a very large nationwide generator of wind and to a lesser extent solar. They are one of the largest renewable generators in the nation. Also, they operate ~5 nuclear plants.
  7. L

    Powerwall team now visiting homes?!?

    From Tesla Weekly email by DaveT "Powerwall team starts visiting early reservation holders' houses It looks like Tesla has started to visit the houses of early Powerwall reservation holders and are sending them design proposals (after design proposals are received the reservation holder gets...
  8. L

    Tesla Gigafactory

    We really need someone to get some better (preferably drone) photos now--This picture from instagram shows serious progress on the siding, and it looks very good!
  9. L

    Short-Term TSLA Price Movements - 2015

    Elon just tweeted that Model 3 reservations start in March after unveil.....BIG capital raise coming in 6 months(kinda)
  10. L

    Sakti3 - Ann Arbor, MI battery company funded by GM, Khosla, others.

    Zzzz.., exactly. I have talked to leadership of this company(I'm a student at that school in Ann Arbor) and they are looking to crack the market through sponsorships, which so far i from Dyson, and likely other manufacturers, ala, smartphone manufacturers for sure. We'll see how there plan works...
  11. L

    Charged my Model S with cow manure today

    Anyone have info on creating hydrogen from Cow Manure?...ala Toyota ad(Fueled by Bullsh*t | Presented by Toyota Mirai - YouTube) Would be funny if the numbers worked out better for electric and we could make a video right back at Toyota about fuel cell inefficiency
  12. L

    SolarCity (SCTY)

    Looking like SolarCity systems may hit 7 GWH record today if they have not already (Hasn't been publicized AFAIK). At 6.87 as of 6 Eastern, or 3 Pacific
  13. L

    Game changing idea to greatly reduce the cost of a new Tesla

    This is way too cruel, but why in the world would anyone take this offer. Unless you can't get financing for the price of the car it yields zero benefit!--It actually makes the car worse! That is the Dumbest Answer Ive Ever Heard.wmv - YouTube
  14. L

    2015 Q1 Discussion thread for Delivery numbers, Earnings Report and Conference Call

    Could the model 3 showing be a stealth way to raise cash from deposits?
  15. L

    PowerWall and "The Missing Piece..." Event

    The home battery will be called the "PowerWall." Mark my words
  16. L

    All Discussion re: Tesla Motors Website & Forums

    Elon's twitter just got hacked or its a poor prank... Elon Musk on Twitter:
  17. L

    Tesla moments

    Not my picture or instagram but I had to share... gotta protect your baby
  18. L

    SolarCity (SCTY)

    I would imagine it will be a proposal of covering the open-air aqueducts with panels to shade the water and decrease evaporation. SolarCity could tout not only the decrease in evaporation but also the decrease in water needed for energy production. If they could make this work there are a lot of...
  19. L

    Short-Term TSLA Price Movements - 2015

    Yep! Here is the press release from Tesla! Tesla Delivers 10,030 Vehicles in Q1 of 2015 (NASDAQ:TSLA)
  20. L

    Tesla Model X Cancellation

    I honestly don't understand the anger at Tesla over the release of the D. Sure, I would be disappointed too, but if I was to walk into the Apple store and ask if the iPhone was going to able to do x,y&z in the future I would have gotten the same response as you did from the salespeople--they...
  21. L

    Where is the Model X Test Mule? Is there one?

    The latest
  22. L

    Short-Term TSLA Price Movements - 2015

    Solely anecdotal, but the Highland Park(chicago burbs) service center has quite a few used Model S's sitting as well. They have a decent amount of space, so it would make sense for them to be a CPO hub as well.
  23. L

    Website/Design Studio Update - Twin Chargers no longer available from factory

    SPECULATION: this is related to the Tesla home battery being able to supercharge
  24. L

    Elon's demand "secret weapon" ...what is it?

    Couldn't it be a display in a store as simple as Best Buy, nordstroms..etc Quickly open displays in more locations, they may only act as galleries, or maybe they offer ordering. Allows rapid visibility of cars, and if in the right store, to the right clientele.
  25. L

    Where is the Model X Test Mule? Is there one?

    No, I would look under #tesla or #model3 , not sure what posting etiquette of other peoples pictures is...
  26. L

    Where is the Model X Test Mule? Is there one?

    I'll just say that there is something on instagram.....:wink:
  27. L

    China State Grid Corporation building "superchargers"

    Sounds very similar to superchargers. Honestly awesome! China needs EVs bad. It will be interesting to see if Tesla is able to come up with an adapter. I imagine the utility could roll these out pretty rapidly if the powers that be want them. Now I'm just waiting for a seeking alpha article...
  28. L

    What Will Tesla Do with all the Used Seats?

    Thats what I was thinking! some awesome couches from the back seats and desk chairs from the fronts.
  29. L

    All Discussion re: Tesla Motors Website & Forums

    Did there happen to be any model X leaks? Now that would be interesting...
  30. L

    Spotted at Hawthorne yesterday

    Looks identical to the one shown at Detroit two years ago. Maybe going to a store opening? Would be a little odd for them to show it at Detroit again.
  31. L

    Tesla Gigafactory Investor Thread

    Over in the "Tesla Motors" section Gigafactory thread there are pictures of the steel frame going up in case you only live in the investor threads.....
  32. L

    Buffalo Supercharger Updates

    Not directly supercharger related, but for everyone in Buffalo, how is the Solarcity Gigafactory coming along?
  33. L

    Tesla Gigafactory

    Thanks much for the pictures Vger! You can tell the scale is truly incredible when you can see the cranes on both sides of the guard shack!
  34. L

    HPWC install near Traverse City, MI (not a supercharger)

    Saw that a local newspaper is reporting that a supercharger was installed at Crystal Mountain in Traverse City. I'm honestly not sure if it is a supercharger or HPWC --the article included no pictures--but if any locals re in the area and want to check it out that would be awesome. Crystal...
  35. L

    Tesla Gigafactory

    That is actually an awesome idea. Find a half hobbyist/college photography student looking for a weekend gig and have them shoot every few weeks. If we could find the right person they probably wouldn't even want too much. I know it is going to be a long process but I would love to see the first...
  36. L

    Tesla Gigafactory

    Has anyone seen any more recent progress updates of the Gigafactory construction? I'm actually amazed we don't have a more constant stream of progress updates from the media etc. due to the scale of the project. I even monitor #Tesla on Instagram and I haven't even seen one picture come...
  37. L

    Short-Term TSLA Price Movements - 2014

    Veronica Wu, the head of Tesla China has resigned. I would guess she 'resigned' over the Weibo listing controversy. Tesla’s China President Resigns After Less Than 9 Months - Bloomberg
  38. L

    Tesla Gigafactory Investor Thread

    Chickensevil, you could be right with the five sections of the orange fence they have up. I am just surprised that if that is the entire building it doesn't take up more of the pad they flattened.
  39. L

    Tesla Gigafactory Investor Thread

    Guessing all the pics are from the Fortune article or the associated video. So, if they are only building section one where are the other 4 going?
  40. L

    Short-Term TSLA Price Movements - 2014

    I wasn't sure if this was for the general body assembly or motor production. If it is for general body assembly it is highly surprising. I sort of expected them to make dual motor required in the near future so seems sort of odd.
  41. L

    Tesla Gigafactory Investor Thread

    Awesome and incredibly long article in Fortune about the Gigafactory incentive negotiations. Tesla seemed to allow Diarmuid O'Connell to be rather open with his discussions on this one. Also, great pic of construction progress on the top and in video with Lance Gillman. Inside Elon Musks $1.4...
  42. L

    Tesla Gigafactory Investor Thread

    Tesla officially acquired the land for the gigafactory today. Also, the article states that they have already started pouring concrete! Tesla closes on free Nevada land for gigafactory - Fortune
  43. L

    Tesla Gigafactory Investor Thread

    Bob Tregilus, who initially broke the story about construction in Reno just posted some pictures of the progress after I asked him about it on twitter. He seems like an awesome asset to the EV and Tesla community! Thanks Bob...
  44. L

    Supercharger - Gilroy, CA (16 V2 stalls)

    Intresting, I wonder if it is a similar upgrade as Hawthorne. The first superchargers are now getting the latest and greatest tech?
  45. L

    Tesla Gigafactory Investor Thread

    Yes, it is for http://www.batterysystems.net -A significantly smaller plant. quote from the above posted article, further verifying it is not the gigafactory. "Cary Richardson — vice president of Miles Construction, which happens to be building a facility for a different battery company at Tahoe...
  46. L

    Tesla Gigafactory Investor Thread

    These pictures are NOT the gigafactory. They are "A facility is being built for Battery Systems." This is made clear in this article, right below the picture of construction. Tesla's ripple effect could touch everyone in Reno
  47. L

    Tesla Gigafactory

    These shots are of a different battery manufacturing site in Reno(referenced in the above article). Do we have any locals in Reno that may be able to provide weekly/biweekly shots of the construction progress? I am surprised we haven't heard more from Bob Tregilus, the guy that broke the story...
  48. L

    SolarCity (SCTY)

    I don't understand the thermostat sized comment...an object that small will not have adequate energy storage potential. It would even need to surpass the energy density of gasoline to have any measurable amount of energy storage on a home consumption scale.
  49. L

    Tesla Gigafactory Investor Thread

    Factory appears to have gotten upsized. 15 million square feet vs 10 million, and 50 GWH battery production versus the 35 GWH previously stated.

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