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ValueAnalyst
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So how does all this affect your investment strategy?
Waiting4M3
Active Member
ValueAnalyst
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Sudre
Active Member
Actually the Semi was first spotted at Anheuser Busch.
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Off Shore
Off Topic Member
You think the Fremont plant would have been ready for the increased volume that Grohmann will provide (without the shut down)?
Not saying that was the reason, just speculating. I do indeed hope they are ready at Fremont, I have no idea.
Fremont was shutdown to bump up to 2.5K/week - but 2.5K is supposed to be without the Grohmann modules installed.
Apparently she was offered a more lofty and presumably higher compensated position at another firm. After five years at one job, such a move is not unusual for someone who has grown through experience and demonstrated capabilities suitable for greater responsibility. Congratulations Ms. Repo. Thank you for your service.
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Waiting4M3
Active Member
New invites reported today, CA, line-waiter, I assume non-owner, since owners are all already taken care of, right?
sundaymorning
Active Member
Spending billions is the easy part, getting something meaningful back is something else. Let it be known that Silicon Valley is located in California, this is where the pool of software genius’s are recruited. I don’t doubt Germany and their hardware engineers, but we are in the major leagues here in the USA when it comes to software...
The Porsche mission e won’t even attempt at installing autonomous driving, geewiz, I wonder why? There’s a lot more than batteries that VW has to be worried about. Throwing money on the table is the first step, let’s see how efficient they are compared to our world class software developers. This race won’t even be a close one..
BTW this is nothing new, just ask Apple with their billions including the best software engineers how project titan is going...
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Off Shore
Off Topic Member
You guys really think that Samsung and LG don't know what they're doing? The battery system that Tesla installed in Austrailia used a lot of Samsung batteries. Samsung makes half the stuff that Apple uses in its iphone. They lead the world in solid state memory. Their industrial capabilities are second to none. The assumption that somehow VW and the other German carmakers have to make their own batteries in order to compete is based on what? Tesla's paradigm of doing it all themselves? Apple does 'okay,' and they contract almost everything out.
As for German engineering, when Tesla spent months trying to fix the battery production in Nevada, they couldn't do it here. They had to get their German subsidiary to figure it out and make it work.
I own a Tesla, am a stockholder, and certainly want Tesla to succeed. But I don't believe in putting my head in the sand.
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The Germans have outlawed diesel cars, they are forcing the carmakers to go electric or perish. That is even more motivation than Tesla has.
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Tesla is not in the Group of shares that I intent to hold through retirement. I also position myself emotionally to say goodbye to Tesla anytime. (I tend to have difficulty with cutting myself loose) So mainly longer term. On the shorter term I was already entering and exiting. Had some real blunders on the timing but lately I am doing ok. The movements to the upside seem easier to predict.
Phil Seastrand
Member
My friend in the SF Bay Area received his invite today. He was a first-day reservation non-owner. They told him 3-6 weeks for delivery.
After investigating a bit more, I have to conclude the differences aren't as big as I thought. But there are some differences:
1. The cooperation between Tesla and Panasonic is significantly deeper than pretty much all other battery manufactorers and automakers. Tesla even has the cell production equipment included in their assets. (The equipment is leased.)
2. Panasonics cell production at the Gigafactory will exclusively deliver cells to Tesla. That means there is no risk anyone could come along and outbid Tesla for the cells. Most likely they negotiate payments to Panasonic based on a cost plus basis, limiting Panasonics upside.
Beyond that, I don't think we have enough information to say whether the VW 20B supply deal is good or bad. If it's spread out over 3 years, it's great. If it's spread out over 10 years, it's mediocre.
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