That link discusses the two test satellites that will be used for Starlink. The article I linked to discusses how Tesla would benefit. Starlink offers the potential for SpaceX to disrupt the Telecom industry if this works out.
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That link discusses the two test satellites that will be used for Starlink. The article I linked to discusses how Tesla would benefit. Starlink offers the potential for SpaceX to disrupt the Telecom industry if this works out.
Thats correct and sorry for not being precise.
I believe its clearly the more important part to build the pacs although there is IP in the batteries as well and without supply your packing line will just be an investment that does not pay back ...... Packing makes a difference though however they will tumble in the same issue that has been mentioned: Battery cell production is constrained and it looks like that will continue.
Can't imagine that they don't factor this in and try to guarantee the cells but still wait to hear from whom.
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But if we didn't do that, what would we do? We need something to debate to help kill the time while waiting for our Model S/X/3 or Power Wall and what better vehicle than Tesla management and the corresponding financials. One thing I've definitely seen from watching the board for that last 6 years is that we really, really, really love numbers and getting to dissect, theorize and debate over them is our heaven. Whether it's the horse power of a Model S, the range of a Model 3, sales numbers in Norway, the difference between 1.9 vs 2.1 second 0 to 60, production vs deliveries, or the gigawatts in a gigafactory, throwing any numbers into a post is a surefire way to provoke 5 pages of discussion. And don't even let me get started on VIN numbers. Fortunately, financials have lots and lots of numbers, oodles of numbers, worthy of hundreds of pages of discussion. Hence these threads. If we didn't have these things to debate endlessly, this site would become boring, the level of interest in Tesla would drop, therefore sales would plummet, and the death spiral would begin.
But seriously, do other companies all give out the level of detail that investors would like to have or are we just picking on Tesla because we are heavily involved (financially and emotionally)? I honestly don't know because I haven't spent nearly so much time pondering the inner details of other companies, but my guess would be that no matter what company you look at there will be additional information and clarification that you'd like to have. We just have to suck it up, Buttercup, and make our own smart or stupid investment decisions based on what we've got.
But if the SEC would just turn away for a couple minutes and let Elon tell us "Next month would probably be a really good time to buy as much as you can" vs "You may want to hold off for a couple months" vs "We are so screwed, you might want to consider getting out for now and coming back later", that would make this all a lot easier. Oh well.
They only revised 2 times their own projections now. Once in November, second end of 2017.
Since then, they kept the same projections so ...
maybe koch brothers is larger than life in my brain, but i worry that solar tariffs will hurt jobs but they will do it anyway. cannot admit there is any solution other than fossil. as for tesla, i'm super impressed with something i heard the other day. rocklin (cali) superchargers before recent expansion was achieving 84% off-grid. the disruption isn't just trucking...
A chunk of the CATL capacity will go to support European OE's (assuming their IPO goes through). The chart shows where the company is based, not where the batteries are going. But yes, China is clearly leading the charge with respect to near term EV adoption.
Yes, the numbers are not definitive, just estimates. Accuracy will decline as the forecast period extends. The 2018 and 2019 estimates seem pretty reasonable. I merely put it out there to frame the battery capacity trend - there is significant investment in battery capacity any way you slice it and that should factor into the competitive equation.
Mod here: I moved a lot of posts into a new thread discussing General Motors mostly. Many were bordering on snippiness. You can continue the conversation there, or not.
I moved a few others to Politics quarantine (yes, the real quarantine... not even the market politics thread). That is what happens when the soi disant discussion devolves to partisan shots.
I moved a few others to Politics quarantine (yes, the real quarantine... not even the market politics thread). That is what happens when the soi disant discussion devolves to partisan shots.
Reciprocity
Active Member
Damn, I got busted twice in the same day. Sorry grr, and thanks for efforts with this unruly bunch. Which is usually me apparently.
JRP3
Hyperactive Member
This is quite false. Electricity is plenty cheap without coal, and coal simply gives those opposed to EV's another talking point about the "dirty power grid", even though the grid is mostly not powered by coal. Coal can't go away fast enough for a number of reasons. Any entity trying to promote coal is doing a disservice to humanity on a number of levels.
sundaymorning
Active Member
Reciprocity
Active Member
You mean they need to protect the IP of lines that do not fully work and are semi manual and semi automatic at the same time? It certainly could be shot in way that protects IP.
This testing level key level could be bullish for stocks
opinion ..Macro day tomorrow, if macros hold, TSLA could shoot up based on the 8K clarification
opinion ..Macro day tomorrow, if macros hold, TSLA could shoot up based on the 8K clarification
The semi-automatic lines may be quite close to the principles of the new automated lines. Hard to say for sure.
sundaymorning
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ValueAnalyst
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We need an 8-K to explain Friday’s 8-K, which literally contradicted what Elon said on Wednesday, which contradicted what he said in November.
H-E-R-O-I-C !!!!
If only Tesla would use the low cost SuperBowl / Olympics / Car Magazine/ Fashion Magazine & Rebates like other luxury car companies they would save hundreds of millions & maybe the S & X would be top selling $80k plus vehicles.
Oh wait...
I didn’t read it that way at all.
To me the follow up was a clarification on what was the pack capacity between now and when the automated lines are up and running. Which Elon didn’t really address on Wednesday.
Elon gives lots and lots of caveats in his discussions. The 8 & 10-K list all sorts of risk factors on why they may not hit guidance.
Telsa’s track record for producing EVs is far and above any other company in existence.
Tesla’s track record for producing EVs tends to initially lag it’s internal and external guidance.
Finally! It’s about time they were conservative with their schedule.
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