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    Long-Term Fundamentals of Tesla Motors (TSLA)

    Very poor people need fleet car like hen house car, It will replace bus and taxi, but if you have enough money to buy car you don't want to share a car with strangers. It's human nature. People want to take their own driveless cars. Car is not just transporter. It's your face and pride. I don't...
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    Tesla Motors Backlog

    Because Tesla is building so many infrastructures like supercharger station, service center at China & Japan. Tesla will wait until building enough infrastructures.
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    "Radical Patent Move" Speculation

    I think Tesla will give away patents to other auto makers under the terms of exclusive contracts like sole distributorship of battery pack. and they will announce building multi gigafactories soon.
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    Behold the Terafactory (aka Terrafactory)

    I think Future EV cars(Gen3) need to 50kwh because Gen3 is the smaller than model s. I suspect supercharging technologies will improve significantly in 3~4 years and full charging time will be less than 10 min. Consumer will realize they dont need to 100kwh.
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    Which Chinese Auto Maker...?

    This means Tesla will partner with automobile part suppliers like Foxconn, not other auto makers.
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    Which Chinese Auto Maker...?

    Now Tesla don't need to make partnership with other auto makers. I think Tesla will partner with other auto makers after 2020(success of Gen 3, half million per year). When Tesla build 2nd, 3rd giga factories, they will give away patents(supercharging & power train technologies) to other auto...
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    Long-Term Fundamentals of Tesla Motors (TSLA)

    I know Model s battery's charge cycle is 3000 until 80% of total capacity. Probably battery packs will last at least 20 years.
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    Panasonic Sominoe plant (Osaka): 25M cylindrical Lithium Ion battery cells per month?

    models s battery is not normal battery Model S battery is not a normal battery. The battery need something special ingrediants. There is youtube video about Models s battery. Why do Li-ion Batteries die ? and how to improve the situation? - YouTube
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    Tesla not planning a Model S recall: CNBC

    I think Tesla is not using compressible layer. distance between ballistic shield and battery back can be increased from 1/4 inch to 2 inch according to the patent.
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    Tesla not planning a Model S recall: CNBC

    Perhaps Tesla already has improved undercarriage protection of new cars. here is the patent about battery pack protection. http://www.patentlens.net/patentlens/patents.html?patnums=US_8286743#tab_2
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    Tesla not planning a Model S recall: CNBC

    The most important point is that the model s has weakness from road debris as compared with other cars, because the battery size of undercarriage is larger than other EV's or ICE fuel tank. we know that, but no one talk about the issue. Eventually undercarriage protection ability of modes s must...
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    Second Fire cause by impact with a metal object. Recall necessary?

    How about attaching liquid metal at front part of aluminum plate amour. The liquid metal is 10 times stronger than aluminum in the same thickness. I think just small liquid metal is enough to protect battery from metal debris.
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    Alternative Energy Investor Discussions

    Pesentation to understanding SPWR's C7 We should see this presentation to understanding SPWR's C7 http://www.slideshare.net/HitReach/sun-power-presentation
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    Q3 2013 results - projections and expectations

    If Average production rate is 105/day(525/week) in Q3, total production number of Q3 is 6720 cars.(105 x 64days = 6720 cars) 5150 cars delivered in Q2. Production rate would be 95/day(475/week) and total production number of Q2 is 6080 cars. 930 were not delivered in Q2. 4950 cars delivered in...