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Long-Term Fundamentals of Tesla Motors (TSLA)

Discussion in 'TSLA Investor Discussions' started by Robert.Boston, Feb 24, 2013.

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  1. JRP3

    JRP3 Hyperactive Member

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    Not realistic criticism. That's behavioral and, again, policy, not technology, and not Elon's area of expertise. Also not practical for millions of people. Biking sounds great until it rains, snows, heavy winds, needing to carry more than a grocery bag, etc.
     
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  2. EVNow

    EVNow Active Member

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    #4822 EVNow, Oct 21, 2018
    Last edited: Oct 21, 2018
    I've a feeling the biking argument is made by the young who have seen nothing but the SoCal weather ;)
     
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  3. JRP3

    JRP3 Hyperactive Member

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    And probably have never seen a real hill.
     
  4. EVNow

    EVNow Active Member

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    Well, you have electric variation to a cover for that ;)
     
  5. Model 3

    Model 3 Active Member

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  6. EVNow

    EVNow Active Member

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    Nice.

    The other reason I don't use a bike is that - since my office is 15 miles away, it would take more than an hour to go to work in a bike. 2 Hours a day of commuting is unacceptable to me.
     
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  7. JRP3

    JRP3 Hyperactive Member

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  8. mikevbf

    mikevbf Active Member

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  9. wdolson

    wdolson Supporting Member

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    For public transport, the new ideas need to be sold to politicians and only a few people can stop all progress. Replacing diesel buses with electric is the easiest problem and that requires building infrastructure for the electric buses. Long range fast rail is what is truly needed in the US, and that has been bogged down for decades. Cities that are trying to put in their first light rail systems now are struggling. Portland is doing well (they got started a while back, but more recently than cities like Chigaco and New York), but light rail in Seattle has been a mess.

    Tesla, but selling electric cars, sells the public directly on electric transportation. Once a significant portion of the public is sold on the idea, then getting public projects done will be much easier. Tesla is working the Hyperloop technology and it will probably be ready around the time the public is really ready for high speed electric rail between cities.

    The limiting thing with electric vehicles is the price and density of battery tech available today. You're up against the laws of Physics and economy. Tesla is doing everything it can to bring down the price, but there is only so much they can do for density. The batteries used in Tesla cars today are about 1/30 the energy density of gasoline and currently there is nothing we can do about that.

    To make a practical car capable of 300 miles range, it has to be a certain size to hold the batteries needed. The Model 3 is a marvel of packaging to cram as much battery capacity into the smallest space possible, and still have good temperature control.

    To be able to make any profit on a 300 mile EV, it also needs to be expensive because the batteries cost more than an ICE right now. I've heard the Bolt described as a $20K Chevrolet Sonic with an $18K electric drive train and battery added (the Bolt has its own platform, but is evolved from the Sonic/Spark/Opel Corsa platform).

    It's basically impossible to make an EV today that would be appealing and priced in the middle of the price range for ICE without losing your shirt in the process.
     
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  10. neroden

    neroden Model S Owner and Frustrated Tesla Fan

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    The theme of the article is "Musk is a fraud, Tesla is a fake, blah blah blah". It's very familiar. From Seeking Alpha. It's the standard bear article theme.

    There's so much invective -- the first seven paragraphs without anything else much -- that I think it's clear this is the theme of the article and anything else is incidental.
     
  11. tander

    tander Active Member

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    So this is totally anecdotal, but I drove by my local BMW dealer the other day. The same one that wasted a lot of my time after doing a classic bait and switch a few years ago by saying yes I called to ask if that deal they had online was still there, and then when got there they couldn't find after looking for about an hour and steered me to other cars until I finally left. Well they have kind of a tall rock outcropping out front right next to the road with one of those car ramp things, you can't help but notice whatever car is up there while driving by and what was it? A model x. Presumably someone traded it in for a BMW, but still, you've got a BMW dealership with their showcase car out front that is a Tesla. Even Tesla's competition is advertising for Tesla.
     
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  12. adiggs

    adiggs Active Member

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    That sounds totally picture worthy.

    Or maybe - pic or it didn't happen! :)
     
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  13. tander

    tander Active Member

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    Next time you're in Beaverton go by Kuni on Canyon.
     
  14. adiggs

    adiggs Active Member

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    Heck - I might go by there on my way home from work. Thanks!
     
  15. Buckminster

    Buckminster Member

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    No posts on this thread in 2 weeks. Clearly people think there is no hope for Tesla in the long term..

    Well I do:
    My thesis on TSLA
     
  16. andrewt3000

    andrewt3000 Member

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