Runarbt
Active Member
Yes, battery capacity is one thing, scaling the vehicle production another.
I still think there's a case for Tesla supplying skateboards* to the rest in order to speed things up.
*Batteries not included
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Yes, battery capacity is one thing, scaling the vehicle production another.
I still think there's a case for Tesla supplying skateboards* to the rest in order to speed things up.
Perhaps, but we shouldn't underestimate Tesla's ambitions: Remember, Elon's statement at Bty Day in Sep 2020 was that, in the long term, EVs or autonomous cars won't make Tesla unique. It'll be their manufacturing prowness that separates them from the rest.Yes, battery capacity is one thing, scaling the vehicle production another.
I still think there's a case for Tesla supplying skateboards to the rest in order to speed things up.
You're like an old buddy of mine, very application specific thinking.
Octo-valve on the model 3/Y has already demonstrated that DC HVAC is solved as far as heating/cooling is concerned. Not having to convert Solar/battery into AC and then back into DC again means they can power the HVAC directly from the batteries to minimize conversion losses, AND connecting HVAC to the batteries, means they can optimize the power levels of the HVAC with the power delivery of the solar panels.
There are huge gains in a home's energy efficiency (a marketing bullet point) to be had with further integration of Tesla energy products. There would be zero additional batteries needed with this side project.
However, I agree that this isn't a near term project, since Tesla is also tight on engineering time.
There may even be a day when we are bored with watching factory construction videos.
Nothing is real til 8am Eastern, even then......not so much. I smell a Friday landing exactly at the inclusion price of $695. Expire all those $700s worthless.Looks like the great push down continues pre market this morning. *sigh* I shouldn't be surprised but it just seems there is a big element that really wants to see Tesla fail.
Oh well, still long. Just gonna grab another cup of coffee.
Dan
I envy you Americans. Unfortunately, our german stock exchanges are closed on FridayNothing is real til 8am Eastern, even then......not so much. I smell a Friday landing exactly at the inclusion price of $695. Expire all those $700s worthless.
Looks like the great push down continues pre market this morning. *sigh* I shouldn't be surprised but it just seems there is a big element that really wants to see Tesla fail.
Oh well, still long. Just gonna grab another cup of coffee.
Dan
Nothing is real til 8am Eastern, even then......not so much. I smell a Friday landing exactly at the inclusion price of $695. Expire all those $700s worthless.
Nasdaq is closed at 1:00PM (tomorrow) Thursday and is closed Friday.I envy you Americans. Unfortunately, our german stock exchanges are closed on Friday
END OF THE WEEKNasdaq is closed at 1:00PM (tomorrow) Thursday and is closed Friday.
I still fail to see how this speeds things up. Are body casting and paint the production bottlenecks? That’s all the OEMs would be doing.Yes, battery capacity is one thing, scaling the vehicle production another.
I still think there's a case for Tesla supplying skateboards to the rest in order to speed things up.
Tesla Stock Just Cost Average Investors $7.4 Billion | The Motley Fool
Not quite.
Investing in Standard and Poor’s index of 500 companies they made using rules they set up may have cost the investors of the funds that follow their index money.
The recent price movements and cost to indexers was SP’s own making.
Leave TSLA out of it.
Jonas’s note this morning seems to be the catalyst. The push down is on really low volume. Buy with a 540 PT haha
Bloomberg - Are you a robot?
OTOH, if Tesla can maintain it's 50% CAGR, then it only takes 3.3 yrs to go from 3 TWh/yr to 20 TWh/yr capacity (people don't 'get' exponential growth).
You remember incorrectly.Maybe... but it may be more likely that 3 TWh/yr is the part of the S curve that's past linear and going into logarithmic. Do I remember right that Battery Day said they aim for 200 GWh/yr from a fully-built-out factory? So are we to imagine that in 3.3 years, Tesla can build and ramp 75 factories to increase production by 17 TWh/yr? I don't think that's ever going to happen -- way too big an ask to manage that many simultaneous gigafactory projects. It's all well and good to hope that the rest of the industry will cover 50% of the battery needs, but it's not like 37 simultaneous gigafactory projects is any more realistic for one company to manage. Can they ramp every factory to 10x the capacity (2 GWh/yr) instead to bring that into a manageable range? Also a very big ask.
Definitely. Yeah. So we’re able to, from a volume standpoint, actually get what, in a smaller form factor than Giga Nevada, we’re able to get many times the cell output. So you can see basically we can get a terawatt hour in less space than it took to make a gigawatt hour, 150 gigawatt hours. So this is pretty profound. I would actually not have thought this was possible several years ago, that we could actually get to a terawatt scale in less space than what we currently envisioned for doing 150 gigawatt hours.