As was stated earlier, probably just testing vision against Lidar for accuracy. They have been doing this for years now.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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As was stated earlier, probably just testing vision against Lidar for accuracy. They have been doing this for years now.
I can see the headline now: “Tesla buys company to shut it down forcing thousands out of work.”
Yeah....that would go over well.
Ahh to be young again...
Well, we know a lot of S&P benchmarked funds chose to stay underweight TSLA thinking it was overvalued and they could gain alpha that way. Now that we are over the entry price, they are effectively short and losing alpha as the price goes higher. Could we be seeing a benchmark squeeze?
Let's not play "whack-a-mole" with ICE companies. Build factories and drop prices. Let the market forces do the rest.
All those ICE companies are going to suffer 1 of 2 fates:-
- Go bankrupt and close OR
- Start making only EVs and close a lot of dealerships.
They can buy land, factory sites and equipment from failing ICE companies, a lot of that may soon be available at "fire sale" prices.
There are very few skilled workers and very little useful IP at legacy ICE companies, plant and equipment is useful especially at the right price. Tesla already has a great brand.
The Chinese may buy legacy ICE for the brands and dealership network. They need an effective way of marketing their EVs in the US and Europe. My guess is, mostly the Chinese will not want plant and equipment, they will prefer to build cars in China.
Another likely alternative is ICE market cluster via mergers into a large conglomeration of brands, that route also closes a lot of factories and dealerships.
That has been covered before, essentially gathering "ground truth" data to validate visual distance measuring.
Gather the data it can be used lots of times, only a handful of cars are needed to gather the data.
ARK has been raking in daily so many new investment dollars that it may not need to sell shares even as the TSLA SP rises
What about Model Y for EU? I thought Y for Europe is also from China?
Nope, Elon has said that they have to wait for Model Ys from Giga Berlin.
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Thanks. I think that position will change and Tesla will ship Y along with 3 to Europe until such time GB is up and running.. just my guess
Unlikely. MiC Model Ys will stay local until initial demand has been met. By which time Giga Berlin should be up and running.
Likely correct.
Also, being able to prove accuracy in measuring distance with cameras when compared to LIDAR may prove beneficial in winning over regulators. The majority of companies attempting to solve autonomous driving depend on LIDAR and at least a few of them are well funded (Waymo being at the top of the list). Unfortunately, lobbying and politics will be involved in this regulatory process. Tesla might be anticipating this.
Tesla has updated the Supercharger map with new locations.
They even list one for Alaska!
- They say the map will be updated with new locations and dates quarterly.
- The opening date for most upcoming sites includes a quarter in addition to the year.
They even list one for Alaska!
That's helpful.
I checked the Pensacola, FL planned Supercharger just a week or so ago. My memory may be incorrect, but it said something like "Coming Soon 2020." Now it's "Target opening in Q4 2021." Disappointing for me, personally, but I appreciate the detail.
dc_h
Active Member
discussed previously, the thought is they are calibrating the cameras to improve performance.
dc_h
Active Member
I think 1 million is possible, as a stretch at least, but the 523K for Shanghai seems high. The Model Y is producing, but not likely more than 1000 to 2000 weekly in Q1. I did understand that MIC Y is supposed to be double the 3, so maybe it will ramp up faster and higher than MIC 3 by end of year.
Hope I'm wrong.
Tesla is going all out on SCs this year. Check your map for anything near your location : Find Us | Tesla
Under promise, over deliver is something Tesla has finally learned.
I think you're right to push skepticism on the 2021 numbers, and I hope that skepticism is something the broader market absorbs. Guidance of 40-50% YoY growth would be crazy and very well may be an under promise. The over deliver of 1M just might send the final shockwave that wakes everyone up to Tesla's true potential. Or not. People like being wrong year after year.
dc_h
Active Member
Teslarati article has some crazy math though. Shanghai has capacity (doesn't mean it is making that much, just that is the potential) and at the end they say the plant will make:
China Industrial Securities forecasts that Tesla China sales could amount to 180,000 Model 3 units and 245,000 Model Y cars this year. Overall, Tesla China Model Y sales for 2021 are expected to break down as follows: 10,000 vehicles sold in Q1 to mid Q2, 12,000-13,000 units by the end of Q2, and 15,000 cars by Q3 and Q4.
Basically the math doesn't add up. The quarterly ramp implies they would need to make 200,000 MIC Y's in Q4. I think they will make 250,000+ MIC M3 and probably about 100,000 to 150,000 MIC MY this year. If Fremont ramps up a bit, they should make about 550,000 cars, unless they are able or need to move some Y to Austin in Q4, to make room for Roadster or other products. Without Boring tunnels to improve logistics, I don't think Fremont can grow much more. Add in 50,000 MIG MY and that is about 900,000. If they hit it great, if they don't, they should still be close to 1.2 to 1.5 million production rate going into 2022. Phase 2 Berlin will be in stride and likely a Phase 2 Austin and a new plant or phase in China, as well as Semi & Cybertruck production. 2021 should be good, but 22 should be insane.
Tesla Gigafactory Shanghai reaches 8k/week production capacity: study
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