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Discussion in 'News' started by mspohr, Dec 4, 2014.
Brain scan: Teslaâ€™s electric man | The Economist
I found this interesting:
Another quote which was interesting was that there are 1,000 Solar City customers in California who have installed Tesla battery packs. He sounded like he wants it to be more.
I think Tesla is a battery company which also makes cars.
I have been posting that statement multiple times in the past year.
That is why TSLA is undervalued. It's much more than a car company.
i'd go further: TSLA is an energy storage AND tech AND car AND car components company. And that's just off my head, the possibilities going further are near endless.
also....lol @ at lux research. Here's a hint: basing off future battery demand in the (piss poor) historical efforts of legacy car manufacturers doesn't a great Nostradamus make.
It's interesting that he built a "hydrogen powered electric engine" which Boeing bought.
More of a general article with the odd quote.
But still, you can't have too much JB.
Let me start by saying that I'm NOT trolling here, but I honestly want to know.
How is Tesla a battery company when Panasonic makes the cells? Is there that much IP in the packaging? Who own's the IP for the cells that are custom made for Tesla? My understanding is that Panasonic will continue to manufacture the cells in the Gigafactory. I'm just trying to understand so I can talk accurately with my friends when this question comes up.
Because Tesla is the only company that has figured out how to make a great long distance EV with intelligent battery packaging and temperature control and power management and has already extended that expertise into making peak power management battery systems for home and commercial use. They have been limited in marketing those products by limited battery supplies so they decided to leapfrog the industry and are building the world's biggest battery plant in Nevada. When that is online they will be able to start addressing the market for renewable energy storage and power management which, coupled with falling PV panel prices, is enormous.
The picture with that article somehow manages to make him look very angry... how odd!
I agree. Unless Tesla has an R&D project dreaming up new battery chemistries (and I wouldn't put it past them!), Panasonic is still the cell maker. Journalists and analysts and being kinda lazy when they forget this.
Pretty sure that Tesla will control the supply. Panasonic will be obligated to sell 100% of GF output to Tesla, probably some clause that they can sell to others only if Tesla doesn't want them.
I hate to be the "word usage" police, but the straight definition of "battery" refers to one *or more* cells in every dictionary out there. So "battery company" can refer to a company that makes battery cells, but it can also refer to a company that makes battery packs (which Tesla certainly falls under).
While most of the large companies that work exclusively on batteries makes battery cells (and sometimes also packs), there are also smaller companies out there that only manufacture battery packs and none of the cells themselves. Most people are referring to the former when they use the term, but it's not wrong either to use it for the latter either.
Tesla can be a great battery manufacturer in the same way that Land O Lakes can be a great butter company. Land O Lakes doesn't own any dairy herds, it buys all the milk and turns it into butter. Each dairy farm in the LOL network has very strict quality standards, feeding protocols, etc. to produce a uniform quality and flavor. (A friend of mine oversees all this process.) So while milk (cells) is the primary input to make butter (batteries), there is important expertise in transforming one into the other and in assuring the quality and compatibility of the inputs.
I think this goes beyond simply processing cells into packs. Tesla is already getting the cells made to their specifications - Panasonic is providing the chemistry in a package that Tesla has defined. The cells don't have the standard structure that is used in laptop computers, etc., because the safety of the pack is designed as a system, rather than only at the cell level. This is part of what allows them to achieve better packing densities. They can and will define the cell architecture, if not the chemistry itself.
This Economist article provides a snapshot, but, it's better to watch JB at this keynote presentation to see Tesla's unique position/advantage here...
I would take a slightly stronger "word police" position. A "battery" is universally defined as two or more items working together, e.g., an "artillery battery", or "battery of medical tests",... A "cell" is defined as a single unit performing a function, e.g., a biological cell, cells in a honeycomb, a broadcast cell (as in cellular radio),... In electronics, a battery is universally defined as a two or more "cells" connected together to provide a source of power.
Telsa is a battery company, making batteries of cells for cars and stationary storage.