I like redundancy but there is a point where complexity rears it's ugly head - 9 speed transmissions anyone. Model 3 drive units also contain magnets that may have a supply issue as volume grows. It will be interesting to see how he goes.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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I like redundancy but there is a point where complexity rears it's ugly head - 9 speed transmissions anyone. Model 3 drive units also contain magnets that may have a supply issue as volume grows. It will be interesting to see how he goes.
ZachF
Active Member
Maybe they could redirect the 18650 supply to China? They could probably make a new SR battery pack with it, and it would be easier to ship them to China than the US from Japan.
It might be a no brainer for Tesla, but Panasonic might have to be incentivized to the point where it is a no-brainer for them too.
Chinese Consumers would think they are getting goods below par if only China M3s use 18650.
18650 should be used for Storage and 2170 for all cars going forward ...(simple)
MissAutobahn
Elon, please ramp up Semi production!
Maybe Elon is on his way to Saarlouis Germany to save a Ford factory as GF4 Europe
It's close to Grohmann, to France, to Belgium... as he was looking for...
Ford Europe: Thousands of jobs to be cut in overhaul - CNN
Causalien
Prime 8 ball Oracle
Optics on that is not good. China still hates japan. Evidence in panasonic not being able to follow tsla into china gigafactory.
This is not just hate between governments. It's a deeper racial hatred.
A not-so drastic route would be:
1) Continue to use all available 18650 cells for unchanged 100 kWh Model S/X packs (for the time being), and
2) Introduce a 120 kWh 2170-based Model S/X pack (and then later on),
3) Discontinue the use of 18650 cells.
Please don't say these things without a little bit of research. Panasonic has had a battery plant in Dalian for some time, Dalian being an area where there are lots of Japanese-speaking people and a fairly long history of Japanese investment. One need not foment ancient rivalries. You might also need to check on Japanese consumer products companies that have had success in China.
Panasonic Factory in Dalian, China Begins Mass Production and Shipments of Automotive Lithium-ion Batteries | Headquarters News | Panasonic Newsroom Global
As for all those imagining Panasonic would move obsolescent and aging battery production lines to China it might be advisable to realize that China is no longer a technological backwater. Since the Panasonic plant mentioned just above is producing prismatic cells for automotive applications and cell form factors are now becoming quite variable, it's wise to recall that the spectacular Panasonic/Tesla 18650's are being phased out. Nobody anywhere will choose them for new applications and Tesla will soon eliminate them too.
I have no desire to be rude, but we all should understand what is actually happening. Panasonic itself will not produce 18650's any more once Tesla redesigns Model S and X battery packs. That is coming soon, is it not?
I have no desire to be rude, but we all should understand what is actually happening. Panasonic itself will not produce 18650's any more once Tesla redesigns Model S and X battery packs. That is coming soon, is it not?
cheshire cat
Member
Yes indeed having sold the dream to the badge gullible who could afford it and the ones who couldn't via PCP. ( in the U.K.) it wasn't a surprise to see a sales dip, additionally many owners beyond warranty having their wallets drained at the stealerships for repairs does go some way to minimising "churn"
On the topic of Musk and premier Li Keqiang, Li offered a Chinese Green card to Musk after Musk had said he loved the country and wanted to visit more often.
This was reported in the Diplomacy section of the South China Morning Post:
Elon Musk says he loves China, so premier offers him a green card
I'd prefer that. But I don't control what jhm decides. And the block apparently already occurred, so that's out of my hands.
That and Elon mentioned before that the S is their flagship and they`ll introduce all the new goodies there first. Yes, the roadster could also be considered a halo product / flagship now, but honestly, with all the big ICE companies announcing their new EVs that now start to catch up with the 2012 Model S in price/performance/range/charge speed and styling, I wouldn`t mind if Tesla upped their game and reminded everyone who`s the boss. While they are at it they could announce the interior refresh with HW3 as well. Just saying...
Take the high road, Karen
SebastianR
Active Member
This a 100x! Pls. folks - the tone has gotten a little worse lately here... I really would like to thank everyone for your valuable contributions. And I very much think we should be strong enough to not try to win internet arguments with dissenting voices but just letting them stand so everyone can make up their own mind.
Back on topic: Is it just me or is the MMD not what it used to be? I feel with bad macros we started in the red, but there seems to be quite a bit of upward pressure... Time to get more gucci bags? ;-)
HG Wells
Martian Embassy
Maybe Elon is on his way to Saarlouis Germany to save a Ford factory as GF4 Europe
It's close to Grohmann, to France, to Belgium... as he was looking for...
Ford Europe: Thousands of jobs to be cut in overhaul - CNN
As a side note on the "Tesla Killer" meme, the article has zero mention of batteries and electric drivetrains, with the closest being speculation on a collaboration with VW on "autonomous cars and other technology".
Take the high road, Karen
If I were to unblock him, then I'd see their posts, and end up replying to them sometimes, but my posts would disappear into the aether. It'd be a waste of my time. I made my "can you see me?" post just to make sure they had actually blocked me, because I really didn't want to block them. I don't even block trolls. But I apparently had been blocked for criticizing their violation of the thread rules... so my choices were A) see things that I might respond to at some point but for which the replies will never be seen, or B) not see them, and thus not waste my time writing responses that will never be seen.
Surely you can see that B) was the only realistic choice. As much as I don't want that. But - if you ever hear that jhm has unblocked me, then just let me know and I'll gladly unblock them. That, however, is something I don't control.
It's looking MMD-ish, just starting from a negative point. We've now pretty much caught up to Nasdaq; we used to be well behind it.
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