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General Discussion: 2018 Investor Roundtable

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Tesla Store Demographics: More Like Ferrari than Audi

Some interesting data:
View attachment 317351
From the article:
44% of the visitors to Tesla stores have a household income level greater than $150,000. Of the auto manufacturers that we looked at, only Ferrari had a higher percentage of visitors at this income level, and only by 1.5%. Tesla’s most obvious competitors — Audi, Mercedes and BMW — were all significantly lower at around 30%.

Time to survey visitors leaving Tesla stores and see what % are mad/frustrated because the promised $35K Model 3 is not out yet! :p
 
@SPadival Why do you think Montana is not harmless. Also, does the S in your name stand for Sleuthing?
Subsequent disclosure by other sources have convinced me that Montana is not harmless - One is a $100+ million oil drilling investment. There is definitely more of that type of investments that are not disclosed. This was disclosed because of a side agreement between Ridgewood Energy and Rahr Energy investments.

S is the initial of my long first name. :D .
 
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AWD has same rear motor. P has a higher rated, but still physically same motor. P also has higher performing inverter, but not sure if the changes affect efficiency negatively there. Most likely AWD and P differences are due to front motor (AWD, P) and larger wheels (P) etc.

edit: Actually I just saw on reddit that per EPA this isn't entirely true after all : https://i.redd.it/nxo5050hiea11.png

apparently AWD has a smaller rear motor (or at least inverter limiting it's power).
 
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It should...but it very well may not. Wall Street seems to have a very fickle attitude when it comes to anything positive about Tesla.

It’s definately a perception war when you know Tesla is producing next level “symphony” of engineering according to Munro and not one mention on the Apple stock app on the iPhone. How/why is Apple only printing the negative stories on its app? How do they select their financial news content? This is a trending problem with google, Facebook, Twitter, and Apple attempting to “curate” news for the public. They actually begin to venture toward propaganda and poor variety of content which deteriorates value for its consumers.

This is why Elon must always be out getting the great news of his organizations out to the public. For one, his high level, raw information essentially outs these subpar “algorithms” of news content as low information and essentially paid gossip adverts. Secondly, his media interactions and content is like an new education in all aspects of knowledge (business, science, critical thinking, leadership,etc). We all learn so much and have our minds opened to so many new possibilities that can actually happen in the real world, it feels like we’re getting, in a sense, a free public education. I still go back to an early 2000s lecture he gave to a standford class on the power of viral marketing that springboarded PayPal.

More of this please, especially in the current atmosphere of opposition attacks coming from every direction.
 
jul16cnbcvideo.JPG

Remember this video from July 11 aired on CNBC that just might qualify as the most one-sided informercial for TSLA short-sellers that any major news organization has ever created? Here's a link if you missed it.

Papafox spent the weekend writing a critical response to that video. It has just been published on Clean Technica at:
The War On Tesla By "Click Reporters" Reaches A New Low | CleanTechnica
Please take a look.
 
You don't seem to be reading or understanding the replies multiple members are writing on this topic.
Copying what is currently the highest performing battery cell for EV applications is certainly possible with enough time and effort. It is not easy or trivial for anyone.

Further reductions in Tesla battery cost per KWh are mostly going to come from further battery improvements that are already in their development pipeline and which (per the JB presentation previously posted) are not going to require significant factory infrastructure changes. Understanding the importance of battery energy density improvements in no way obviates the importance of Tesla having funded and built the world's largest battery factory timed to meet their future demand for cells. They are two interlinked parts of the entire moat.

Im Reading and comprehending just fine. Your missing the forest through the trees. There are miraculous battery achievements all over the place. Solid state for example. Have you seen the demo of the guy who used a screwdriver to puncture a cellphone sized battery and even hooks it to a phone and shows it still works?

Samsung has a comparable 2170 cell. Is the chemistry even patented for Tesla's cells? There moat is not a battery cell road map of improvements and those improvements aren't driving costs down. Massive scale and automation are. The closer Tesla can get to raw materials coming in one side of the factory and cars coming out the other with automation in the middle, the cheaper things will get. This scale is impossible to just copy. First and foremost, you have to have the will to do it, and thus far no other automaker has that will. Other automaker are hoping catl or Samsung or LG will do it for them. And eventually they will, at retail rates and high shipping costs.

I'm not belittling what Tesla had accomplished with the cell chemistry, only making it clear that it pales in comparison to the factory.
 
I'd guess inverter limited. Can't imagine building a different motor for such a small power difference.
@BioSehnsucht


It's SW limited, the reason for the extra binning and burn in testing is for efficiency/ output power. The best units go to P and P+, the base (or extra) go to AWD. Each trim level gets SW limited torque/power/speed limits.

There can only be one dual motor HW configuration, otherwise the VIN decider would need another letter.

If the EPA numbers are correct (and not underselling by Tesla (my personal guess after the hp lawsuit)) and represents power at the wheels (not energy consumed): AWD takes a rear motor limit hit due to pack limits, whereas P has higher efficiency motor (at least rear, perhaps front and rear) so the reported power can be higher (358 vs 335, 10% increase) .

358kW is 480 hp...
AWD is 449hp...
GULP!
 
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