This thread could be characterized by "blue sky" or overly optimistic sentiment, or just a realization of a matchmaker that some couples "belong together".
China just
a) announce 360 Billion of spending in renewables in the next 3 years
https://www.nytimes.com/2017/01/05/world/asia/china-renewable-energy-investment.html
and
b) ordered the cessation of construction of 103 new coal plants.
Chinese government has ordered 103 planned coal plants to be canceled
c). Is constructing both a smart grid and a trans continental DC grid for distribution for renewable energy sources (wind and solar) from long distances to population centers.
For Tesla to THRIVE, they need to
a) deliver on Tesla Energy.
b) deliver on Model 3
c) Continue to grow revenues at 50% per year.
Partnering with China would accomplish all three. I understand the Intellectual Property risks and complexity of operating in China, but - in first principles or Occam's razor like approach - sell all Gigafactory 1 production in advance to China and have them fund Gigafactory 2, that would include production of Model III for Asia.
That's it. Something very simple (yet fraught with danger and super complex) highly unlikely and would be fantastic.
It would barely be a rounding error in $360 Billion.
China just
a) announce 360 Billion of spending in renewables in the next 3 years
https://www.nytimes.com/2017/01/05/world/asia/china-renewable-energy-investment.html
and
b) ordered the cessation of construction of 103 new coal plants.
Chinese government has ordered 103 planned coal plants to be canceled
c). Is constructing both a smart grid and a trans continental DC grid for distribution for renewable energy sources (wind and solar) from long distances to population centers.
For Tesla to THRIVE, they need to
a) deliver on Tesla Energy.
b) deliver on Model 3
c) Continue to grow revenues at 50% per year.
Partnering with China would accomplish all three. I understand the Intellectual Property risks and complexity of operating in China, but - in first principles or Occam's razor like approach - sell all Gigafactory 1 production in advance to China and have them fund Gigafactory 2, that would include production of Model III for Asia.
That's it. Something very simple (yet fraught with danger and super complex) highly unlikely and would be fantastic.
It would barely be a rounding error in $360 Billion.
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