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This is true. Reservations opened a few days ago for people who've previously shown interest. The number of reservations *may* have hit 1200, assuming the reservation numbers people recieve are accurate.
LA Times list 7 reasons to be bearish
7 reasons short sellers are betting against Tesla
Agreed, Hog.Actually quite well written. A must read for any investor in TSLA. Although I disagree with many of the assumptions, at least it was written by an adult.
TE US market share - 42.6%. Clearly struggling in "crowded field with a lot of competitors and solutions"...
Yes, written by an adult, but a lazy one. As I understand it, Tesla earns the kind of profits on every "$100,000 car they sell to rich people" that other manufacturers would kill for. However, they are recycling those profits into company infrastructure to make the next big leap, which is the Model 3. Why is that so difficult to figure out? Or am I mistaken?Actually quite well written. A must read for any investor in TSLA. Although I disagree with many of the assumptions, at least it was written by an adult.
Electrical energy storage (EES) is the holy grail which will solve the intermittency problem with wind and solar thereby allowing the promise of "free fuel forever" to be more widely implemented. Many large, well-capitalized companies have been pursuing the prize for decades.
Previously I referenced AES to illustrate that point: "AES Energy Storage has a total of 432 MW of interconnected energy storage, equivalent to 864 MW of flexible resource, in operation, construction or late stage development in seven countries," The AES Corporation - Our Business - Overview , including a 28MW grid stability resource in northern Chile that has been operating since 2009.
"One of the most widely used methods is based on the form of energy stored in the system ... as shown in Fig. 3, which can be categorized into:
Overview of current development in electrical energy storage technologies and the application potential in power system operation
- mechanical (pumped hydroelectric storage, compressed air energy storage and flywheels),
- electrochemical (conventional rechargeable batteries and flow batteries),
- electrical (capacitors, supercapacitors and superconducting magnetic energy storage),
- thermochemical (solar fuels),
- chemical (hydrogen storage with fuel cells) and
- thermal energy storage (sensible heat storage and latent heat storage)."
To put into perspective your sarcasm about my statement that you keep quoting, Tesla announced it was going to enter the EES market in April 2015 with an offering in one of the six above categories, using one, or possibly two chemistries, for Li-ion rechargeable batteries.
Yes, TE completed several large installations in 4Q16 over 18 months after its initial announcement, but GM% for TE in 4Q16 was deeply in the red. TE has had successes in California, aided largely by SGIP and the connections of former regulators at AMS. Whether TE can parlay that into penetration of EES markets in other states and countries will depend on execution over the next several quarters. Brand cachet is meaningless in EES markets; it's primarily about being the lowest cost, reliable provider. Hopefully with earnings in about a week, Tesla will clarify if it is achieving the 30%+ cell cost saving projected now that the GF is operational.
For the most part, I get the same feeling as you: Tesla is not as close as we hope and they say they are. However, my (admittedly very limited) knowledge of neural net processing leads me to wonder if progress toward level 5 autonomy will be like an S-curve. It's slow in the beginning as data is collected and the algorithms improve, but then improvements begin to rapidly accelerate. In that case, we may be deceiving ourselves by trying to linearly extrapolate Tesla's current progress instead of recognizing that we're just early in the S-curve.
Silly, re-investing your profits into expansion of your business is called "Cash burn"Yes, written by an adult, but a lazy one. As I understand it, Tesla earns the kind of profits on every "$100,000 car they sell to rich people" that other manufacturers would kill for. However, they are recycling those profits into company infrastructure to make the next big leap, which is the Model 3. Why is that so difficult to figure out? Or am I mistaken?
Robin
Currently announced output is 105gwh per year. That will increase somewhat as battery chemistry improves. They bought enough land at that site to double the,originally planned size.Has anyone done any work around the theoretical limit of Gigafactory 1 output?
For example, can Tesla ramp it up to 10-20 million cars per year just by adding lines and speeding them up?
What is the limiting factor?
I know that the current output target is 150kWh/year by 2020 and that it makes business sense to build gigafactories in other continents instead of pushing GF1 to its theoretical limit.
But if Tesla had to stick to one gigafactory, what's the max output they can achieve?
They already did that, more than 35%Hopefully with earnings in about a week, Tesla will clarify if it is achieving the 30%+ cell cost saving projected now that the GF is operational.
Capital IQ doesn't have the note posted as of yet; I will post in the 1Q 2017 thread if and when I get access.jpm supposedly updated model for tesla today. please post a summary esp for q1 if you have it. thanks.
Just wanted to post the weather forecast for Shortsville: Shortsville, NY (14548) 10-Day Weather Forecast - The Weather Channel | Weather.com
I'm interested in what happens beginning on May 4. Looks like it could last for a while.
https://www.tesla.com/de_DE/blog/charging-our-priority?redirect=no
Tesla updating its charging station forecasts, interestingly no mention of Supercharger V3 technology...