The BEV and particularly the concept of focal points is exciting - very human like. I can see why EM wants to get the leasing system launched and prepared ahead of time.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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The BEV and particularly the concept of focal points is exciting - very human like. I can see why EM wants to get the leasing system launched and prepared ahead of time.
Agreed. More info must be coming.
Also like the discussion of Tesla chip production. Is it possible without lots of water? Either in space or on Mars, water is precious. Chips are going to be a thing on Mars.
Buckminster
Well-Known Member
HG Wells
Martian Embassy
RobStark
Well-Known Member
Ohio passed a law to specifically allow Tesla to open stores. At the time Tesla wanted 5 and dealers lobby group said 1. Compromised on 3. Cleveland, Cincinnati and Columbus have a store. After Tesla considered shutting down all stores a few years ago I imagine Tesla no longer wished to open new stores in Ohio.
Wow, talk about a law tailored for a specific company! But in the end, this opens the door for expanded relief from dealership protectionism.
RobStark
Well-Known Member
I think Rivian and Lucid will have a good case in a lawsuit.
One law to allow Tesla 3 stores plus another law to allow Lordstown as many stores as they wish.
Well there you go. The Texas legislature doesn't even need to do any hard work, just get the Word document emailed over from the Ohio legislature, search and replace Ohio with Texas and Lordstown with Tesla and voila...
WSJ: Tesla Technology Is 5 Years Ahead of VW ID.4, a ‘slightly underbaked strudel’
The WSJ article was paywalled, but this is a good summary.
Car columnist for The Wall Street Journal Dan Neil tested the Volkswagen ID.4, vaunted by the manufacturer itself. In his opinion, Tesla should not worry about this car as a real rival, because the technology of the Californian company is five years ahead
Imagine if VW had started work on ID.3/4 back in 2014 instead of working on emissions cheating. That must rank as one of the most expensive corporate mistakes of all time.
The WSJ article was paywalled, but this is a good summary.
Car columnist for The Wall Street Journal Dan Neil tested the Volkswagen ID.4, vaunted by the manufacturer itself. In his opinion, Tesla should not worry about this car as a real rival, because the technology of the Californian company is five years ahead
Imagine if VW had started work on ID.3/4 back in 2014 instead of working on emissions cheating. That must rank as one of the most expensive corporate mistakes of all time.
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Yep. Small screen and adequate range. Take my money.But, but... Edmunds!
I know another one, that will be staggering if you do the calculation.
Just think about the TSLA shares that Daimler had and for what amount of money they have sold them.
Then calculate what these shares would be worth now and compare that with the overall value of Daimler at this moment.
I made the calculation some time ago, but cannot find my post on the Belgium&The Netherlands thread anymore...
If I can find the time I will try to have a go at it again, but probably somebody here will be able to beat me to it.
Anyway... the amount of 'missed money' for Daimler is incredible. Talking about an expensive corporate mistake.
2daMoon
Mostly Harmless
In addition, once new battery flavors are being used in Tesla vehicles with adequate production levels there are still Energy applications for the legacy batteries, and/or, other manufacturers may have access to the older battery production lines.
See The Verge headline for ID.4 review
"VW ID 4 Review: Electric Chill"
"Sometimes you just want an electric car with decent range, low-key technology, and not much else"
Really seems like a lot of praise. /s
TheTalkingMule
Distributed Energy Enthusiast
5 years ahead today, 8 years ahead 9 months from now.
AimStellar
Member
UBS raises their TSLA tgt to $730 from $325.
Analyst Patrick Hummel noted, "We stay Neutral on Tesla: The VW ID.3 teardown has underpinned that "all-in" legacy OEMs can challenge Tesla's EV volume leadership with cost-efficient scalable platforms, but Tesla remains the undisputed tech leader, most notably in software. This is the next battleground and main driver of valuation from here, in our view. Becoming one of the largest and most profitable OEMs globally by 2030 is worth ~$200bn in our base case scenario, which leaves >$400bn market value for everything else. We think the lion's share of this value can be generated by software, mainly autonomous driving. With that, Tesla has the potential to become one of the most valuable software companies."
TSLA Stock Price | Tesla Inc. Stock Quote (U.S.: Nasdaq) | MarketWatch
Analyst Patrick Hummel noted, "We stay Neutral on Tesla: The VW ID.3 teardown has underpinned that "all-in" legacy OEMs can challenge Tesla's EV volume leadership with cost-efficient scalable platforms, but Tesla remains the undisputed tech leader, most notably in software. This is the next battleground and main driver of valuation from here, in our view. Becoming one of the largest and most profitable OEMs globally by 2030 is worth ~$200bn in our base case scenario, which leaves >$400bn market value for everything else. We think the lion's share of this value can be generated by software, mainly autonomous driving. With that, Tesla has the potential to become one of the most valuable software companies."
TSLA Stock Price | Tesla Inc. Stock Quote (U.S.: Nasdaq) | MarketWatch
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“Not much else” as in “not much functioning software”.
https://twitter.com/jpr007/status/1367106136420220935?s=21
willow_hiller
Well-Known Member
Hadn't seen this posted here yet: https://twitter.com/wholemarsblog/status/1367078795044249612?s=21
Waymo and FSD direct comparison. Both given the same destination, both completing the route without disengagement. Interesting thing is that FSD makes it to the grocery store 3 minutes faster than Waymo because it takes a more complicated left turn at the beginning of the route, which Waymo avoided with many right turns.
Waymo and FSD direct comparison. Both given the same destination, both completing the route without disengagement. Interesting thing is that FSD makes it to the grocery store 3 minutes faster than Waymo because it takes a more complicated left turn at the beginning of the route, which Waymo avoided with many right turns.
StealthP3D
Well-Known Member
The amount of money the average US buyer spent on a new car rose to $37,500 in 2020. One might think most people ask more than "Will it get me from A to B?" when spending that kind of money!
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