I think for the other automakers, it may be hard to fit EVs in their current development cycles, especially battery tech is evolving and they may be afraid they end up with obsolete tech after years of development?
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dennis
Model S Plaid
Well apparently Tesla thought they needed help so they acquired Grohmann.
Dear moderator - can you upload the audio from the tour this week and then your write up later when you have more time?
That's because it's a secret. <wink wink>
I think they are paralyzed in fear (and if they don't get un-paralyzed they are ultimately doomed) too but in a different way.
Someone here put it succinctly once - GM's (insert any big auto name here) CEO does not know how to go before her board of directors and ask for $5B to build a battery factory while at the same time tell them that $5B investment will also obsolete their motor factories (of which they have untold $$$$ sunk in to).
Mike
Krugerrand
Meow
Krugerrand
Meow
Well, gosh. She could just say it the way you did. That doesn't seem too difficult, it's just the truth. IF she knows it, then I must simply assume she's a coward.
Nvidia and Mercedes-Benz to bring an AI car to market within a year
Few details in article but interesting nonetheless.
Few details in article but interesting nonetheless.
3Victoria
Active Member
Grohmann was already 'helping' them, I would think Tesla bought them to have more control over their projects and to establish a beachhead in Germany for political reasons.
It's the Innovator's Dilemma. Big Auto can't self-disrupt. It's the reason the Model 3 will have no direct analogy until 2019-2022 when VW comes online, who was freed from this dilemma by their diesel scandal.
Important article from a while ago and a brief quote that I suspect is very important today.
The Making Of Tesla: Invention, Betrayal, And The Birth Of The Roadster
Three very important articles:
GM to sell Chinese-built car in the United States for first time
The secret history of GM’s Chinese bailout
Edward Niedermeyer: Welcome to General Tso's Motors
The Making Of Tesla: Invention, Betrayal, And The Birth Of The Roadster
Three very important articles:
GM to sell Chinese-built car in the United States for first time
The secret history of GM’s Chinese bailout
Edward Niedermeyer: Welcome to General Tso's Motors
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I can unfortunately relate. Once long ago, my recorder changed direction on the cassette for a split second, just as the speaker made a very bad and quite unexpected pun which got lost in the glitch but which was also the sole core content of the speech. In the end I think I had to go and interview them to solve the transcription, since DEV/NULL simply wasn't an option.
There may be a Law of Physics involved here.
mmd
Active Member
Good find! There was also the guy Evan Niu, who wrote a ton of rosy articles about tesla for Motley fool to finally get hired by Tesla. But he lasted only 3 months
https://www.linkedin.com/in/niuevan
@Mike Smith has a good chance now, with his $2600 price target up thread
MitchJi
Trying to learn kindness, patience & forgiveness
I think it's that they don't see EV's as a threat to their survival. They see Tesla as taking some percentage of their profits.
Needed help?! Implies that Tesla can't develop their alien dreadnaught technology without grohnann's help which IMO is crazy. They bought grohmann because they believe the purchase is the most cost effective way to do that.
They probably needed Panasonic's help with the Gigafactory, but with all of Panasonic's expertise Tesla clearly provided the alien dreadnaught technology that allows them to produce 3x the original production, which is a huge advantage. What makes anyone think that they could not build a M3 production line implementing alien dreadnaught technology without grohmann?
If they built such a great factory why is all of the equipment being sold again? Obviously it's not because there's no demand for batteries . Must be because they have can't produce cells at a competitive price. We better hope that the Gigafactory, which was built without Grohmann's help does better!
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A true Tesla aficionado would already have multiple superchargers installed in the driveway. Unlike RobStark's place, Papafox Manor doesn't have a sugar-load of soft Costco toilet paper, though.
I'm happy that someone else finally has revealed Andrea James's whereabouts. It was one of the very few "secrets" of the Tour that I have been hesitant to reveal.
Andrea was very influential and helpful in organizing the Tour.
Andrea was very influential and helpful in organizing the Tour.
STARR X
Member
By owning them, it lowers their cost to build out the M3 line. At least that is what I think.
will some shares to children and grandchildren (if any, get busier kids!!!) sell a few to help pay for Mars emigration on BFR for one or more of them, otherwise maybe sell a small % when SP goes over $3,000 (If had only held my AMER -> AOL i would not have missed the 144x stock split) (AXPW {Axion/John peterson reverse split 1:400,000)
ie, keep core holding forever and a day
I did some changes to my spreadsheet. Removing the most guesswork-y lines, and adding some more relevant calculations. Plus I reduced the ramp (we are talking about Tesla, after all). I think Tesla should still be in fairly good shape if these predictions become reality.
If anyone wants the spreadsheet, so that they can play around with the numbers, I can post it, but I do need to know what format would be desirable. (I use open office.)
If anyone wants the spreadsheet, so that they can play around with the numbers, I can post it, but I do need to know what format would be desirable. (I use open office.)
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