Reminds me of MAD's cartoon spies, X vs Y. Well, now I prefer to follow Space-X to Space-YIn the news its all about Kevin Spacey showing it to everyone
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Waiting4M3
Active Member
Just wait till they pass the tax bill and gut EV incentive, and Tesla can hire all the EV engineers that the traditional automakers will be laying off.
http://beta.latimes.com/business/autos/la-fi-hy-bmw-recall-fire-20171103-story.html
Imagining if something even a little bit like this happened with Tesla what all the fudsters would
be saying.
Imagining if something even a little bit like this happened with Tesla what all the fudsters would
be saying.
Those chargers typically feed four stalls, and the CCS specs call out a connector rated for 200A @ 850V. Given that just about every EV out there is architected with a ~400V pack, it's unclear if you'd see much more than about 80KW from one of those chargers. And it just so happens that 80KW x 4 stalls = right around the capacity of one of those chargers.
For all practical purposes any actual car that plugs in to one of those will see lesser power delivery than one of Tesla's superchargers... more like the 1/2 power rated "Urban Chargers" that tesla has started installing in parking structures.
The Blue Owl
Endangerous Herbivore
An in-depth article from Jalopnik on Tesla's current situation. It's quite negative, but even though some readers may conclude it's a hit piece, others may find it informative.
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3Victoria
Active Member
It's just a conglomeration of numerous hit pieces, some of which we already know to be false. Yes, they have problems. No, the details are wrong.
The CAGR% numbers sure would be even better if you included one more year in there, I'm sure that was a coincidental time-frame you selected. How about CAGR since ipo year? hmm..
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Reciprocity
Active Member
I saw your post and it made remember something from the call that really spiked my interest so I had to go back and see if I heard this right:
Transcript said:
I recall a lot of FUD around cash burn, but what is clear to me is that with 3.5B in cash on hand and only 2 quarters left of CAPEX for Model 3, the light at the end of the tunnel. They also spoke a lot about the capex going from 5k/w to 10k/w being signifanctly less and probably not even noticed because well they will be producing 5k cars a week and all the cash flow that comes with them. Of course, I dont know how much of GF1 is related to this comment or if any is, but those costs are shared with Panasonic and it does seem to be starting to generate its own revenue to offset some capex, more then Model 3 so far.
RobStark
Well-Known Member
You know Tesla doesn't give that granular information.
In Europe and Japan, Model S may be considered a "yank tank" not in Mexico.
And a Model S can be for as little as $37k. And soon Model 3s will be driving around Mexico.
New York Times a few minuts ago:
BREAKING NEWS
The White House approved a report saying humans are causing global warming, a position seemingly at odds with the administration’s stance
BREAKING NEWS
The White House approved a report saying humans are causing global warming, a position seemingly at odds with the administration’s stance
Gee, it seems just like yesterday we were all patting BMW on the back.
BMW recalls 1.4 million vehicles due to fire risk
BMW recalls 1.4 million vehicles due to fire risk
Fire risk without batteries ?
RobStark
Well-Known Member
Tesla said they were changing from a standard automotive 12v battery to a deep cycle marine 12v battery.
Have you had to replace the deep cycle 12v battery?
This from Gene Munster - corroborated yesterday with a Tesla engineer that they have achieved milestones that others would have taken a couple of years to do. The engineers will say to Musk, "it'll take 6 months" and he'll say "what do you need to do it in 2?" So the job will get done but definitely not at Musk's timeline.
As every major car company is vying to be a major player in the forthcoming transportation battleground, Munster raises the curtain to the future of the electric vehicle (EV) market and autonomy. While 8 auto makers rule the pack today, a decade from now, the analyst believes only 3 to 5 will “own the market for EV and autonomy,” with just two to three of those companies in the tech-verse. Therefore, as far as Munster sees the grand auto OEMs picture, two to three of eight heavyweight auto OEMs now “will be relevant in the future.”
Right now, “Tesla is struggling to produce the Model 3, and at the same time firmly holds its pole position in EV and autonomy,” and though CEO Elon Musk has listed causes behind the challenges nipping at Tesla’s heels, to put it simply: “it’s hard to make a car that advanced for that price at scale,” argues the analyst.
However, though the analyst poses the question asking where Tesla falls in the transportation race, he remains positive on this tech giant: “The reason why Tesla’s manufacturing struggles don’t suggest their falling behind is none of the other auto OEMs have started EV project as ambitious as Model 3. These OEMs have EV offerings, but consumers largely don’t want to buy them so the OEM don’t have to travel through ‘manufacturing hell’ like Tesla is today.”
At the same time, consider the “wild card” that is the autonomy arena, where the majority of car makers are taking over other companies just to have fighting relevance and importance in the future of autonomy. Munster gives competitive threat to Waymo, who has not only made strides but is testing in various places across the country. Nonetheless, do not rule out Musk’s electric car giant, as the analyst asserts that unlike other car manufacturers who cannot even make “a claim close,” “Tesla has all of the hardware (they think) being added to their vehicles today for autonomy.”
“Bottom line,” Munster concludes, odds here even after a challenging third quarter remain with Tesla: “Even if you soften Musk’s hype (i.e. Model 3 production ramp will be liken to a jet fighter in a vertical climb) with a dose of reality, Tesla is still in the driver’s seat (pun intended) to be one of only a few winners in the future of transportation.”
Wall Street is not convinced that Musk’s tech empire’s reward is worth all the risk, especially when taking note that TipRanks analytics exhibit TSLA as a Hold. Based on 21 analysts polled by TipRanks in the last 3 months, 5 rate a Buy on Tesla stock, 8 maintain a Hold, while 8 issue a Sell on the stock. The 12-month average price target stands at $313.00, marking a nearly 5% upside from where the stock is currently trading.
So the job will get done but definitely not at Musk's timeline.As every major car company is vying to be a major player in the forthcoming transportation battleground, Munster raises the curtain to the future of the electric vehicle (EV) market and autonomy. While 8 auto makers rule the pack today, a decade from now, the analyst believes only 3 to 5 will “own the market for EV and autonomy,” with just two to three of those companies in the tech-verse. Therefore, as far as Munster sees the grand auto OEMs picture, two to three of eight heavyweight auto OEMs now “will be relevant in the future.”
Right now, “Tesla is struggling to produce the Model 3, and at the same time firmly holds its pole position in EV and autonomy,” and though CEO Elon Musk has listed causes behind the challenges nipping at Tesla’s heels, to put it simply: “it’s hard to make a car that advanced for that price at scale,” argues the analyst.
However, though the analyst poses the question asking where Tesla falls in the transportation race, he remains positive on this tech giant: “The reason why Tesla’s manufacturing struggles don’t suggest their falling behind is none of the other auto OEMs have started EV project as ambitious as Model 3. These OEMs have EV offerings, but consumers largely don’t want to buy them so the OEM don’t have to travel through ‘manufacturing hell’ like Tesla is today.”
At the same time, consider the “wild card” that is the autonomy arena, where the majority of car makers are taking over other companies just to have fighting relevance and importance in the future of autonomy. Munster gives competitive threat to Waymo, who has not only made strides but is testing in various places across the country. Nonetheless, do not rule out Musk’s electric car giant, as the analyst asserts that unlike other car manufacturers who cannot even make “a claim close,” “Tesla has all of the hardware (they think) being added to their vehicles today for autonomy.”
“Bottom line,” Munster concludes, odds here even after a challenging third quarter remain with Tesla: “Even if you soften Musk’s hype (i.e. Model 3 production ramp will be liken to a jet fighter in a vertical climb) with a dose of reality, Tesla is still in the driver’s seat (pun intended) to be one of only a few winners in the future of transportation.”
Wall Street is not convinced that Musk’s tech empire’s reward is worth all the risk, especially when taking note that TipRanks analytics exhibit TSLA as a Hold. Based on 21 analysts polled by TipRanks in the last 3 months, 5 rate a Buy on Tesla stock, 8 maintain a Hold, while 8 issue a Sell on the stock. The 12-month average price target stands at $313.00, marking a nearly 5% upside from where the stock is currently trading.
This from Gene Munster - corroborated yesterday with a Tesla engineer that they have achieved milestones that others would have taken a couple of years to do. The engineers will say to Musk, "it'll take 6 months" and he'll say "what do you need to do it in 2?"
As every major car company is vying to be a major player in the forthcoming transportation battleground, Munster raises the curtain to the future of the electric vehicle (EV) market and autonomy. While 8 auto makers rule the pack today, a decade from now, the analyst believes only 3 to 5 will “own the market for EV and autonomy,” with just two to three of those companies in the tech-verse. Therefore, as far as Munster sees the grand auto OEMs picture, two to three of eight heavyweight auto OEMs now “will be relevant in the future.”
Right now, “Tesla is struggling to produce the Model 3, and at the same time firmly holds its pole position in EV and autonomy,” and though CEO Elon Musk has listed causes behind the challenges nipping at Tesla’s heels, to put it simply: “it’s hard to make a car that advanced for that price at scale,” argues the analyst.
However, though the analyst poses the question asking where Tesla falls in the transportation race, he remains positive on this tech giant: “The reason why Tesla’s manufacturing struggles don’t suggest their falling behind is none of the other auto OEMs have started EV project as ambitious as Model 3. These OEMs have EV offerings, but consumers largely don’t want to buy them so the OEM don’t have to travel through ‘manufacturing hell’ like Tesla is today.”
At the same time, consider the “wild card” that is the autonomy arena, where the majority of car makers are taking over other companies just to have fighting relevance and importance in the future of autonomy. Munster gives competitive threat to Waymo, who has not only made strides but is testing in various places across the country. Nonetheless, do not rule out Musk’s electric car giant, as the analyst asserts that unlike other car manufacturers who cannot even make “a claim close,” “Tesla has all of the hardware (they think) being added to their vehicles today for autonomy.”
“Bottom line,” Munster concludes, odds here even after a challenging third quarter remain with Tesla: “Even if you soften Musk’s hype (i.e. Model 3 production ramp will be liken to a jet fighter in a vertical climb) with a dose of reality, Tesla is still in the driver’s seat (pun intended) to be one of only a few winners in the future of transportation.”
Wall Street is not convinced that Musk’s tech empire’s reward is worth all the risk, especially when taking note that TipRanks analytics exhibit TSLA as a Hold. Based on 21 analysts polled by TipRanks in the last 3 months, 5 rate a Buy on Tesla stock, 8 maintain a Hold, while 8 issue a Sell on the stock. The 12-month average price target stands at $313.00, marking a nearly 5% upside from where the stock is currently trading.
In an interview yesterday on CNBC, Munster also reiterated that he expects Tesla to be the "top-performing large cap tech stock over the next 5 years." Tesla will be 'best performing' big tech stock in the next 5 years, analyst says
RobStark
Well-Known Member
This from Gene Munster - corroborated yesterday with a Tesla engineer that they have achieved milestones that others would have taken a couple of years to do. The engineers will say to Musk, "it'll take 6 months" and he'll say "what do you need to do it in 2?"
No, mine was changed to the deep cycle. No more problems. It seems it is similar to the door actuator problem and many FWD issues. They do fix problem with redesign, don’t they.
They can’t beat this beautiful “reporting” by FT
First, they said the cars were made by hand. Now that the video evidence disprove that FUD, it is actually the robots themselves being operated by hand!! LOL.
How can you even operate a Kilauea robot by hand??? The precision required to align by hand makes it impossible
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bdy0627
Active Member
Well there is a 12V in there somewhere...Fire risk without batteries ?
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