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2017 Investor Roundtable:General Discussion

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Unless the VW CEO announced the $50 billion investment in battery production without already having gone through all the hoops he needs to in bringing VW's BOD and his top managers on board, it looks like this is real, and would be difficult to backtrack from.

Between this VW announcement, and those from Daimler, BMW, and Jaguar the weeks around Frankfurt's auto show this year do look like a watershed event for EVs. I'd expect the luxury automakers as a whole to quickly "me too" what we've seen from leaders like Daimler and BMW. As to the broader market automakers (Toyota, Ford, etc.), I think it's a far more open question as to how quickly they will "me too" VW's move. Seeing VW apparently jump, they may jump very soon, or they might wait to see further developments, such as, money actually poured into battery factories.

articles about announcements this week from BMW, Jaguar, and Daimler,

BMW seriously updates its EV plans with 12 all-electric cars, claims some with over ‘400 miles’ of range

Mercedes-Benz to offer electric versions of all car models by 2022

Jaguar will add electric powertrains to all new cars by 2020, unveils electric E-Type and ‘2040’ concept
 
What do people think of the speed of the new urban chargers?

They are pretty solid. I rarely get over 50kw sustained anyway and with TM3 and any S/X pack 75KWh or smaller wont see much of a difference when you factor in the entire time charging. Most super chargers split 145 so having 72 dedicated at chargers that are mostly full would be nearly identical.
 
They are pretty solid. I rarely get over 50kw sustained anyway and with TM3 and any S/X pack 75KWh or smaller wont see much of a difference when you factor in the entire time charging. Most super chargers split 145 so having 72 dedicated at chargers that are mostly full would be nearly identical.

Looking forward to "5-10 minute" charging once supply catches up with demand.
 
Looking forward to "5-10 minute" charging once supply catches up with demand.

That may be a very long ways away. The problem is the sacrifices you have to make in terms of energy density. I dont know all the details, but trust me, if they could do it today, they would. I am assuming you do not own an EV? Charging has never been a problem at 30 minutes to an hour. Even city dwellers, because they also do not drive nearly as much and when they do.. they are going places where superchargers are like road trips and such.
 
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General Elections


9:16pm: Solberg predicted to defeat Støre by 1 seat: prognosis

Current prognosis gives Erna Solberg's "blue bloc" 85 seats to 84 in support of a Jonas Gahr Støre-led government.

LIVE: BREAKING: Solberg to continue as PM: prognosis
 
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General Elections


9:16pm: Solberg predicted to defeat Støre by 1 seat: prognosis

Current prognosis gives Erna Solberg's "blue bloc" 85 seats to 84 in support of a Jonas Gahr Støre-led government.

LIVE: BREAKING: Solberg to continue as PM: prognosis
Yeah. We may just get a continuation of the current government. Which is pretty good for Tesla, EVs and renewable energy, but the situation could also have improved.

Edit: 40.0% of votes counted currently.
 
Unless the VW CEO announced the $50 billion investment in battery production without already having gone through all the hoops he needs to in bringing VW's BOD and his top managers on board, it looks like this is real, and would be difficult to backtrack from.
One thing to keep in mind is that the BBC article, that Electrek sources, says it's $50 bn of battery orders, not investment into battery production:

VW plans electric option for all models
The German firm, whose brands include Seat and Skoda, also said it would place orders worth more than 50bn euros for batteries to power the cars.
 
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One thing to keep in mind is that the BBC article, that Electrek sources, says it's $50 bn of battery orders, not investment into battery production

good catch,

from that BBC article

"The German firm, whose brands include Seat and Skoda, also said it would place orders worth more than 50bn euros for batteries to power the cars."

same article, referring to VW CEO Matthias Mueller,

"he added that it could not drop combustion engines entirely yet because the infrastructure for electric vehicles was not in place.

"There will be a coexistence between internal combustion engines and electric drive systems for a certain period - I can't tell you how long that will be," he said."

this fracturing of the tipping point between demand and supply of long range EVs is a massive moat for Tesla... more one this here, The Fractured Tipping Point Moat
 

a couple of points from the article,

"The investigative staff of U.S. National Transportation Safety Board... recommended that Tesla’s Autopilot system be declared a contributing factor in the crash because it allowed the driver to go for long periods without steering or apparently even looking at the road, according to a person briefed on the findings"

to my view "contributing factor" sounds fair (though Bloomberg title "should share blame" I think is somewhat misleading) what's more, we now know the Model 3 has an internal camera pointing back in the cabin... i.e., this could well allow monitoring of the driver's attention.

"The truck driver’s failure to yield and Brown’s inattention to the highway were the primary reasons for the collision, the NTSB staff concluded in its draft report, according to the person briefed on it."
 
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Just got of the phone with my father, who had his factory tour today.

Model 3 production is now on the production line not on the pilot line anymore.


Other then that not much to share, although he did manage to snap a picture of a VIN 313, which seems to be good considering that they still have 3 weeks to go to hit 1500.
 

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a few points from the article,

"The investigative staff of U.S. National Transportation Safety Board... recommended that Tesla’s Autopilot system be declared a contributing factor in the crash because it allowed the driver to go for long periods without steering or apparently even looking at the road, according to a person briefed on the findings"

"The statement also praised Tesla for improving its Autopilot software after the accident, changes it said were a direct result of the crash."

what's more, we now know the Model 3 has an internal camera pointing back in the cabin... i.e., this could well allow monitoring of the driver's attention.

"The truck driver’s failure to yield and Brown’s inattention to the highway were the primary reasons for the collision, the NTSB staff concluded in its draft report, according to the person briefed on it."

I wonder if they will say anything about the lack of side underride protection on the Semi, which has been required in Europe for almost fifty years and could have saved Mr. Brown's life.

https://www.ntsb.gov/news/press-releases/Pages/PR20140403.aspx
https://www.trucks.com/2017/05/10/iihs-truck-underride-guards-save-lives/
 
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Just got of the phone with my father, who had his factory tour today.

Model 3 production is now on the production line not on the pilot line anymore.


Other then that not much to share, although he did manage to snap a picture of a VIN 313, which seems to be good considering that they still have 3 weeks to go to hit 1500.

Are these pics of two diff cars? It seems to have the premium interior, but it isn't on the monroney sticker… there's obviously the red one (you can see the mirror) but there's one of the blue car (you can see door frame and on-screen) as well
 
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Norway PM Solberg Set for Election Win After Record Stimulus

Projected seat distribution (with 68.4% of the votes counted):

CENTER-RIGHT SEATS................................................................................. CENTER-LEFT SEATS
Conservatives 45............................................................................................. Labor 50
Progress Party 28............................................................................................. Center Party 19
Christian Democrats 8 ......................................................................................Socialist Left 10
Liberals 7........................................................................................................... Greens 1
............................................................................................................................Red Party 1
Total................. 88 ....................................................................................................................81

Per @Yggdrasill
Basically, ranking the parties by EV agenda as it relates to Tesla, it's roughly like this:

1. Green Party
2. Liberal Party
3. Socialist Left Party
4. Christian Democratic Party
5. Conservative Party
6. Progress Party
7. Centre Party
8. Labour Party
 
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Just got of the phone with my father, who had his factory tour today.

Model 3 production is now on the production line not on the pilot line anymore.


Other then that not much to share, although he did manage to snap a picture of a VIN 313, which seems to be good considering that they still have 3 weeks to go to hit 1500.
VIN 313 has a date of manufacture of 07/2017. This adds more evidence to there are big noises in the relationship between VIN and monthly production.
 
a couple of points from the article,

"The investigative staff of U.S. National Transportation Safety Board... recommended that Tesla’s Autopilot system be declared a contributing factor in the crash because it allowed the driver to go for long periods without steering or apparently even looking at the road, according to a person briefed on the findings"

to my view "contributing factor" sounds fair (though Bloomberg title "should share blame" I think is somewhat misleading) what's more, we now know the Model 3 has an internal camera pointing back in the cabin... i.e., this could well allow monitoring of the driver's attention.

"The truck driver’s failure to yield and Brown’s inattention to the highway were the primary reasons for the collision, the NTSB staff concluded in its draft report, according to the person briefed on it."

I disagree with the NTSB's comment about Autopilot being a contributing factor, "because it allowed the driver to go for long periods without steering or apparently even looking at the road..."

First, my understanding is that the instructions to activate the AutoPilot clearly state that the driver is expected to pay attention and keep hands on the wheel. (I don't have Autopilot, so please correct me if I'm wrong). So, the driver was not operating the vehicle properly.

Second, that same argument can be applied to cruise control on any other vehicle. For example, "The Cruise Control feature allowed the driver to go for long periods without touching the pedals, which resulted in the driver moving his/her foot away from the pedals and having a longer response time to get back to the brake pedal when needed."


My point of view is that the primary cause of the accident was the truck driver merging when the road was not clear. A secondary observation is that the Tesla driver may have been able to avoid the accident had he been properly paying attention as per the direction on operating the vehicle.
 
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