Yeah if you really think TSLA will hit 5T market cap, that's 13X current market cap of 379B. So even if you have 'only' $75K in Tesla stock now, multiply that by 13X and you're a Teslanaire.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Yeah if you really think TSLA will hit 5T market cap, that's 13X current market cap of 379B. So even if you have 'only' $75K in Tesla stock now, multiply that by 13X and you're a Teslanaire.
Which mats and by how much and source of information?
I'd assert they'll have more than enough with contracts already in place based on projected chemistries.
solid state batteries will eventually show up ~ 2027 -2030... Tesla will likely adopt solid state at some point in the future ... not for a while
Mexican laws state it can't be called Tequila unless the blue agave is primarily produced in the state of Jalisco.So, is Teslaquila a real thing? Oh please let it be.If not, it should be!
Maybe Mexico will be the site of next plant ( and get the heck out of unappreciative CA ).
Agree. The economics are massively important. Just as renewables are killing off coal on an economic basis (no altruism, subsides needed) in 2-3 years BEVs will begin killing off ICE on an economic (purchase cost, operating cost, maintenance cost, insurance cost) and performance (acceleration, range) basis.
The message behind battery day was pretty clear: a technically and economically viable strategy now exists for replacing fossil fuels worldwide in 10-15 years.
What are the advantages of solid state versus the 4680s just revealed? The bar has been raised tremendously. At the cost and efficiency described on BD, the Holy Grail has essentially been achieved. There is no doubt that the batteries described can bury fossils and support a renewables revolution when production is sufficient.
If Tesla hits all the targets described, it is hard to see where solid state fits in. Perhaps they would specialize in extremely high energy density for use in planes?
Showing up is not good enough. Solid State needs to beat
2030 Cell pricing from Tesla
2030 Kwh Cost of Tesla
2030 range
2030 charging speed
2030 production speed
Solid State can really be late to the party when all Tesla cars can go 700 miles and charge the first 400 miles in less than 10 mins at 1/10th the cost and at 100x the production speed. I think once Tesla prove in 2023 they can produce this battery at scale, it'll begin to sink in that Tesla may have killed SS batteries before it was born. The most important spec of battery day is production speed. Lots of batteries out there in a lab that may be better than the new Tesla cell, but if you can't match the speed of production and cost than it'll just remain in the lab. This is why battery day was a game changer. That 7X production speed at half the cost are part of the battery spec which is the hardest to beat(and might be impossible)
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I agree.
I think there is far too much mocking of these types of vehicles on this forum. These are the EV solution for the vast majority of the worlds population - you aren't going to convert Africa and most of Asia to EVs without these types of cheap lightweight vehicles - and that after all is one of the key driving forces behind Tesla: converting the world to sustainable transport.
Realistically only the top 10-20% of people on the planet will be able to afford a Tesla over the next decade (which is of course still a vast profitable group for Tesla to thrive with up to 20 million annual car sales), and we need practical EV solutions for the other 80-90%, and if Tesla can perhaps help that by providing cheap long lasting batteries to these - that would be excellent.
Words of HABIT
Active Member
Forgive me if already posted. This E for Electric interview with Sandy Munro is the best one I've seen yet explaining the benefits of the Battery Day presentation...a must watch. Sandy is gushing with excitement.
Agreed. I support Tesla’s Master Plan.
Reports are saying world wide battery production is going to be 1.3twh by 2030. What Tesla announced is that they will ADD another 3twh on top of that by then which means all mines need to quadrupole capacity vs projection unless Tesla goes into mining themselves(which they question the validity of all their claims).
Li-ion Battery Cell Capacity Will Quadruple To 1.3 TWh By 2030, New Report Forecasts
Artful Dodger
"Neko no me"
Current Solid State batteries have very slow ion transport through the electrolyte, typically 1/tenth of what a conventional Li-Ion battery has with a liquid electrolyte.
This is also why these batteries typically don't work (at all) in very cold conditions, or have a giant heater (which wastes range), or both.
This ion mobility issue means these battery cells have relatively low power for their size (requiring a giant battery - check) and very slow recharge rates (like 12 hrs - check).
A city bus that works half a day, or a delivery truck may work for this application. But the supply will be very low. Look for Daimler to produce DOZENS of these buses in the next 2 years...
Cheers!
True, don't shoot me here, but one could argue the same for hydrogen v gasoline. Hydrogen is very energy dense, and it's main drawback is having to be produced + create stations everywhere. Imagine gas didn't exist or took too long to take off, or had some other thing preventing its spread, hydrogen would have had a great opportunity there. Even if its better than gas, it's not better ENOUGH to replace the entire top-down infrastructure.
Solid State could beat lithium ion, but it would need to be an overwhelming improvement, not incremental, come 2030 because Tesla and the world will have invested so much into lithium ion (and its supporting infrastructure, mines, etc.)
It needs to really bring it. Like 2-3k miles worth of charge and charging time under 5 minutes then maybe it's worth the hassle to deal with the cost and production ramp. But the amount of people who would care is probably very small by 2030 where their 25k car can go 400 miles and these solid state cars are over 150k+.
It is a pity that this video is only in German and that there are no sub titles in English. It was really interesting.
First he talks about Model S Plaid. They have the experience that the claims for acceleration of Tesla does not hold true when they measure them. Most of it is because of different methods of measuring between USA and Europe. (rolling acceleration versus stand still)
The journalist then goes through the slides of the why. He came to the conclusion that Tesla had a big advantage in price per kW/h a few years back but that other manufacturers almost caught up. It is not that the price of batteries did not go down fast enough; it is that the price of Tesla’s batteries did nog go down enough.
Then journalist goes through every aspect what Tesla claims during Battery Day and look if it is really revolutionary what Tesla is doing. He methodically explains what everything means and what the advantages are. The conclusion is that every aspect is already known in the literature so, no, it is not revolutionary. However, he does think it all is very clever what they are doing. What is revolutionary is that they are doing it all together and that they are open about it. The vertical integration is also a big advantage.
Then he goes on about the $25K Tesla which was announced. Considering the experience with Model 3 he thinks that the European price will be closer to 30K Euro’s. In that price range there are other models announced from Skoda and VW ID3. So that is not really revolutionary either.
At the end he asks if it was fair that the stock market reacted the way it did. Well, he would not have bought more just because of battery day but would not have sold either. Then again he doesn’t hold any Tesla share or any other car manufacturer shares as he thinks it is unethical for car journalist to hold these kind of shares.
First he talks about Model S Plaid. They have the experience that the claims for acceleration of Tesla does not hold true when they measure them. Most of it is because of different methods of measuring between USA and Europe. (rolling acceleration versus stand still)
The journalist then goes through the slides of the why. He came to the conclusion that Tesla had a big advantage in price per kW/h a few years back but that other manufacturers almost caught up. It is not that the price of batteries did not go down fast enough; it is that the price of Tesla’s batteries did nog go down enough.
Then journalist goes through every aspect what Tesla claims during Battery Day and look if it is really revolutionary what Tesla is doing. He methodically explains what everything means and what the advantages are. The conclusion is that every aspect is already known in the literature so, no, it is not revolutionary. However, he does think it all is very clever what they are doing. What is revolutionary is that they are doing it all together and that they are open about it. The vertical integration is also a big advantage.
Then he goes on about the $25K Tesla which was announced. Considering the experience with Model 3 he thinks that the European price will be closer to 30K Euro’s. In that price range there are other models announced from Skoda and VW ID3. So that is not really revolutionary either.
At the end he asks if it was fair that the stock market reacted the way it did. Well, he would not have bought more just because of battery day but would not have sold either. Then again he doesn’t hold any Tesla share or any other car manufacturer shares as he thinks it is unethical for car journalist to hold these kind of shares.
F yes. Move everything to Texas. Evidently California only cares about Ford building EVs. Good luck with that.
The hits just keep on comin for GM:
GM Orders Stop Sale on C8 Corvette Over Brake-by-Wire Sensor Issue: Report
GM Orders Stop Sale on C8 Corvette Over Brake-by-Wire Sensor Issue: Report
Bet TSLA
Active Member
"Morons" have been attacking Musk for a long time. Morons appear all over the political spectrum. Some even post to this thread.
Bet TSLA
Active Member
I do. Do you seriously believe they would waste time on Battery Day discussing things they can't or won't do?
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