Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[Krugerrand]

ehhhh do we Tesla bulls really have room to poke fun in that department?

All’s fair in love and war. So, yeah. We can and we will. At least Tesla has actually followed through.

 

[EVNow]

Do you know gas cars have the same laws of physics apply to them as EV?

Gasoline has an energy desnsity of 12,700 Wh/kg. Li batteries have < 500 Wh/kg.

So, you have to use the energy stored in Li batteries lot more judiciously than the gasoline. Afterall gas cars are highly inefficient compared to BEV.

 

[HG Wells]

It was mentioned last night by youtubers, but a much better view of the cross-beam-less pano glass roof on the Y:

Tesla on Twitter

Boy am I going to make sure my car insurance includes glass coverage.

 

[M3Rider]

First photo of the pickup... This is what we missed last night.

View attachment 386814

Must be the front, because Tesla badge can't be hanging in the air above the bed.The cabin is not shown, just the hood?
Then the thin line of light is headlights? Doesn't make sense. Rivian has a thicker stripe for lights.

 

[KarenRei]

No clue what it is...but "Enhance!"
View attachment 386841

My take:

 

[RobStark]

EDIT: in other news - Ford is cutting 5000 workers in Germany + more cuts announced for the UK... Ford is cutting 5,000 jobs in Germany with more cuts coming for the UK

Ford is cutting 5k jobs in Germany because of Tesla and is cutting jobs in the UK because of Brexit.

 

[dondy]

Does Tesla need to expand the foot-print of GF-1 (Elon said it was 1/3rd complete) to meet the "fall next year" time-line? Looks like much of the site prep has been completed, and the site doesn't need the extensive geo-tech work necessary at Shanghai, so it could go up quickly if the structural steel, etc. has been ordered.

Tesla needs to expand "foot-print" of bigger Reno. They have serious housing problem, they are not that special to attract good specialists from coast USA, so zero choice for engineering positions and now they have serious shortage of personnel for entry positions, because satellite companies started to come as well.
More of it if there would be enough people Tesla would move production to Nevada completely. They have infinitely better tax arrangements there and by all accounts incomparably better relations with local authorities, population and mass-media.

Extra money are good if you can use them, Tesla doesn't have specialists now to feed quick growth. Definitely they won't expand in California anymore.

 

[Pras]

My take:

View attachment 386846

But the T logo should be front or back facing.

 

[RobStark]

I was actually thinking that while checking photos of it earlier. The Y is what the 3 could/should have been if it were a hatchback. Possibly not as tall.

But yeah, the more I look at it, the more it grows on me, and I feel I disliked it initially simply because my brain kept comparing it to the 3. But it's a good-looking car on its own. It's not supposed to look "macho", the same way that the X didn't look as aggressive next to the S. It's a CUV, it's meant to carry families or parents with kids from A to B safely and efficiently. And it will.

This is what a macho SUV looks like

 

[kyzhk]

Gasoline has an energy desnsity of 12,700 Wh/kg. Li batteries have < 500 Wh/kg.

So, you have to use the energy stored in Li batteries lot more judiciously than the gasoline. Afterall gas cars are highly inefficient compared to BEV.

For fair comparison we probably want to add the parts weight that are required for both drivetrain type, and also factor into the typical energy conversion efficiency. Comparing just energy density is probably not too helpful in reaching your conclusion.

 

[Krugerrand]

Does that change their profitability?

It will when people decide they’re tired of having their cars burn for no reason thus risking their lives. 100% profit margin of no sales is nothing. Math is hard, eh?

 

[RobStark]

Trying to imagine who would buy the eTron over the Y now. It has less cargo capacity, inferior charging infrastructure, roughly same range as the *standard* range Y, but for almost double the price. I ordered a long range AWD with FSD and 7 seats(in red) and mine is *still* more than $10k less than the entry level etron.

Etron has more soft touch plastics, machined stainless steel speaker covers and Nappa leather interior.

 

[KarenRei]

But the T logo should be front or back facing.

It's on the tonneau.

Really, everything about this makes sense.

1) The cab has the classic "Tesla curved rear taper". You can see it easily in the images that I haven't drawn on. It's their classic way to get a good drag coefficient and part of their characteristic look.

2) You can see internal geometry in the bed, so... transparent tonneau.

3) The bed tapers inwards (laterally) from the sides. This is the only realistic way to taper the bed without interfering with utility, since if you tapered it vertically, the tailgate would be so short that stuff would fall out if you didn't have the tonneau on.

Mating aero with utility... this is what you get.

 

[Causalien]

First photo of the pickup... This is what we missed last night.

View attachment 386814

Looks like the back of the pickup truck.

 

[Intl Professor]

I've long held the view we socially construct reality but now must admit we socially create different realities. This explains deeply held convictions in politics and about stocks and cars related to Tesla. For example, I just spoke with my brother who lives in White Plains, N.Y. If he had the money he'd buy a Model X in a minute but was wary of the M3 "because of all the complaints from owners about shoddy construction." Of course I suggested the only real complaints about the M3 are from ICE manufacturers and owners plus big oil for what is happening to their businesses followed by illustration from the Consumer Reports imbroglio.

That may just be a necessary consequence of the popular interpretation of the collapse of the wave equation by various experimenters.

Here is evidence supporting the idea we socially construct our realities—even in and about science.

A quantum experiment suggests there’s no such thing as objective reality

Sorry guys.

 

[Cosmacelf]

Tesla needs to expand "foot-print" of bigger Reno. They have serious housing problem, they are not that special to attract good specialists from coast USA, so zero choice for engineering positions and now they have serious shortage of personnel for entry positions, because satellite companies started to come as well.
More of it if there would be enough people Tesla would move production to Nevada completely. They have infinitely better tax arrangements there and by all accounts incomparably better relations with local authorities, population and mass-media.

Extra money are good if you can use them, Tesla doesn't have specialists now to feed quick growth. Definitely they won't expand in California anymore.

Indeed. There’s a very good reason why the “company town” was a thing when mines were built in the middle of nowhere, or giant aluminum smelters beside isolated hydroelectric plants. No infrastructure of any sort, so the company built housing, schools, hospitals, etc. Sparks isn’t the middle of nowhere, but Tesla and others have sucked the region dry of functioning humans, housing, roads, services, etc. I would indeed believe that the limiting factor to growing the gigafactory is people (and the civic infrastructure to support them).

 

[RobStark]

↑
AudubonB said "3. Back to last night, a question: during the reveal, Mr Musk referred to this GF as equal (??) to the Fremont and Sparks factories combined. Did anyone understand that that means -"

I believe there were Shanghai Government planned documents mentioned here a couple of week ago, with a GF3 full production capacity of 30,000 Model 3's per week equivalent ...

So it's clearly larger than all existing Tesla factories combined - in every metric.

Didn't Elon said they were sourcing cells from many companies in China including Pana? In other words they are not producing cells at GF3, just packs for vehicles and TE plus the cars.

 

[Rashomon]

Honestly, I don't care at this moment in time about the quick image of the pickup.

We now have three vehicles revealed with no production, or production timing updates on the first two (roadster and semi).

I posted this elsewhere but this seems to be the main thread (20 pages a day)......So,

it was excellent to get a history lesson on Tesla but as each vehicle came onto the stage why not say...And we have produced '#' of the model S...etc. Then as you get to revealed, but not yet produced vehicles....say 'We will start production of the Roadster in fall of 2019, and the Semi in the summer of 2020'

I get the feeling from the teaser that the pickup will have a 'reveal' before any of the others 'revealed' will start production.

Coming from a vehicle company, I’m aware of some of the standing rules. When do you reveal a new product long ahead of production? When it doesn’t compete with anything you make, and when it does with your competitors’ products. Ideally, you freeze purchases from your competition while people await yours. The Tesla reveals increase Tesla’s mind share and likely increase current sales, rather than hurt them. The reveals only hurt legacy automakers.

 

[Cosmacelf]

↑
AudubonB said "3. Back to last night, a question: during the reveal, Mr Musk referred to this GF as equal (??) to the Fremont and Sparks factories combined. Did anyone understand that that means -"

Didn't Elon said they were sourcing cells from many companies in China including Pana? In other words they are not producing cells at GF3, just packs for vehicles and TE plus the cars.

I thought last night he said they would make cells and the car in the same GF in China. Something about it making sense. Did he say batteries instead of cells? I’d have to listen again...

 

[MP3Mike]

↑
AudubonB said "3. Back to last night, a question: during the reveal, Mr Musk referred to this GF as equal (??) to the Fremont and Sparks factories combined. Did anyone understand that that means -"




Didn't Elon said they were sourcing cells from many companies in China including Pana? In other words they are not producing cells at GF3, just packs for vehicles and TE plus the cars.

They did originally say that, but they may have found that they couldn't get the quality, price, and/or volume that they needed. Really who has the spare capacity to supply enough cells for the Model 3? So unless a supplier was ready to poney up the big bucks to build a very large expansion quickly Tesla had no choice but to do what they did for GF1 again.