TheTalkingMule
Distributed Energy Enthusiast
There's already a Gigafactory planned for Philadelphia. <-- (rumor I'm starting)They were hinting at another location and that would be a reasonable location to supply the east coast with cars.
You can install our site as a web app on your iOS device by utilizing the Add to Home Screen feature in Safari. Please see this thread for more details on this.
Note: This feature may not be available in some browsers.
There's already a Gigafactory planned for Philadelphia. <-- (rumor I'm starting)They were hinting at another location and that would be a reasonable location to supply the east coast with cars.
Found it! Cool. I've family just east of Indianapolis, too.There's already a Gigafactory planned for Philadelphia. <-- (rumor I'm starting)
IMO They are talking about the domino effect.I am curious... not meaning to say yah or nay either way. Not meaning to be insulting but.... It seems that you are inferring that GM, as one example, will go bankrupt and the demand for cars at that point will just vanish, hence car making employees (and car part making) won't have a job. Batteries won't be needed because without the OEMs the general population of the USA will simply decide not to drive cars. Maybe you are saying the Union high paying jobs will vanish??? altho I believe Tesla pays better than most in the UAW make.
If GM goes bankrupt are you saying batteries will not be needed so no jobs at battery factories because the end of GM is the end of BEVs?
Or am I just reading your statement all wrong. I have never believed in the, "Oh if we don't sell horses there will be no jobs because jobs are only in existence because everyone uses a horse for travel."
The central midwest has been screwed by GM (and friends) ever since the Feds bailed them out and they still closed many of the factories and moved them South of the border anyway. There are, for example, no car plants left in St Louis or St Louis County and I am sure the ones̶ further out will close pretty soon with or without BEVs. It's just the direction it's been going. Yet still when my wife and I drive around we see massive help wanted signs for every business from high wages to low wages. My brother makes what he considers good money putting the cinnamon on your toast crunch cereal. The skilled trades (union and non) have billboards up trying to get workers and both pay really well for the cost of living here.
I know ICE makers use a lot of outside companies but.... BEVs will need factories too plus; brakes, axles, tires, rims, etc. The transition might be rough... true.... maybe the politicians should be more worried about that than keeping dinosaurs alive. Just hang on to those billions... trillions for bailing out OEMs and pay the workers to retrain.... like in pay them for showing up to class not pay them to sit at home.
I didn't try to take notes on everything Jeff Dahn discussed, but here are some points that caught my attention:For me this is a required viewing...
Registration is free and it won't be recorded due to Jeff's request: Electric Vehicle Society - Canada Talks Electric Cars Webinar Episode #21 - "Recent Advancements to a Million Mile Battery"
Jeff Dahn will talk and describe recent advances in batteries work Feb 1st 4:30pm Pacific
EDIT: Corrected time to 4:30pm, thx @MP3Mike !
I thought an interesting tidbit from the call was the 0.25M CT production plans.
By next year, Tesla will be at a 2-3M / year run rate, so CT will only provide ~ !0% growth even if it fully ramps, which is only 20% of the growth they need in 2023.
They also talked about debating features vs cost.
i wonder if this indicates CT will be much more expensive?
There's already a Gigafactory planned for Philadelphia. <-- (rumor I'm starting)
Patience patience. Tons of blowout tech earnings and now a goog split. Things are rotating in the right direction again.So, we are just now at the price just prior to blowing out earnings. Unfortunate, but always a long game with this one.
I can see it now, on the Q1 2023 earnings call Elon is asked, "Why did you choose Philadelphia as the location for Tesla's next factory?" Elon: "Well I was just reading TMC one day and..."There's already a Gigafactory planned for Philadelphia. <-- (rumor I'm starting)
It's very expensive to build roads in B.C. because the mountains are all rock, so there's not much left over after the basic road has been built. There are other reasons, but that's the big one.In Canada it's considered bad manners to idle your car near an igloo because that can give your home a dingy appearance before summer happens. While a Tesla has no emissions, maybe they have to make sure FSD can respect this tradition.
Seriously though, I live right across the border from you and the thing I notice when I visit Canada is everyone drives in a sane manner (for the most part) and respects the speed limits. But on Washington highways it's always the cars with B.C. plates that want to drive 90 mph. I don't understand why Canadians drive so differently when they cross the border. Maybe speeding tickets in the US don't count on your driving record? Of course, this was pre-pandemic which seems like an eternity ago.
I think the most obvious difference from a FSD driving standpoint is the signage is quite different. Because the rules and conventions seem very similar for the most part.
Also, while Canadian superhighways are quite nice, it seems the standards on many secondary roads that are driven at highway speeds can be more dangerous, more often than in the US. It's hard to generalize but I do notice in lower BC there are a lot of areas where drivers must move across high-speed lanes and merge into high-speed traffic with narrower shoulders and without as many markings, pavement reflectors, signage, rails, crash barriers and such designed to make the intersections safer. Some of these exchanges are downright confusing, especially on a dark night. I've always managed to figure them out, but it does seem like there is a lot less margin for error and it will more of a challenge for FSD. I think the difference is real, not just a product of what I'm accustomed to. I have no experience driving Canadian roads east of the Rockies so maybe standards increase in Central and Eastern Canada.
A couple mentioned it yesterday....i believe you are referring to thestockschannel. If you are going to give credit you'll want to ensure it is given to the right person.In today's TA quick summery.
Vix crushed under 24 = bullish. Need to close under 20 for bull market confirmation
QQQ needs to close or break through above the 200 EMA at 369 for a face ripping rally to the 50 EMA
Tesla struggling to close above 940, which was our gap close support from last week. We need to break through this resistance and close above 955 for the next bullish signal
Overall, it's looking less like a dead cat bounce. Do expect a pull back at some point to test bullish break out support to confirm, but the bear market everyone is looking at seems to be less and less likely.
credit: Thestockchannel
I question that. Granted-EVs by their nature overall are simpler, with fewer components and systems, and likely take fewer employees to produce. But within that framework, Tesla is, overall, likely to have more direct employees than GM. Tesla is highly integrated and (I believe) builds a higher content of the components used in their cars than other company. GM in turn outsources a large portion of their component manufacturing. They especially outsource a disproportionate part of their component production to foreign manufacturers. This leads to Tesla being the "most American car" with the highest percentage of US made content of any car maker. They don't seem inclined to change that, if anything going the other way and building more in-house.Seems to me the counter move on Tesla’s part is to put a factory in Ohio or Michigan.
They were hinting at another location and that would be a reasonable location to supply the east coast with cars.
Of course Tesla factories don’t provide near as many jobs as GM factories do.
"Disables rolling stop functionality in all FSD profiles."
The best thing about this recall is that I know my car will definitely get this 10.10 update and fast."Disables rolling stop functionality in all FSD profiles."
So... recall is over? Just like that?
I'm sure that will be in all the headlines tomorrow.
/s.
I question that. Granted-EVs by their nature overall are simpler, with fewer components and systems, and likely take fewer employees to produce. But within that framework, Tesla is, overall, likely to have more direct employees than GM. Tesla is highly integrated and (I believe) builds a higher content of the components used in their cars than other companies. GM in turn outsources a large portion of their component manufacturing. They especially outsource a disproportionate part of their component production to foreign manufacturers. This leads to Tesla being the "most American car" with the highest percentage of US made content of any car maker. They don't seem inclined to change that, if anything going the other way and building more in-house.
The takeaway? If GM goes under, those jobs aren't lost. They may be displaced, moved to other parts of the country. But not lost to the US. And if it is Tesla that picks up the volume of cars GM loses, likely there will be more American jobs, not less. Now, if our government chooses to yet again meddle in the free market, to try to pick winners and losers, to punish successful, innovative, progressive companies, and reward slow-moving, entrenched ones that are afraid to take risks, to innovate, they don't help the poorly run companies, who are doomed to failure anyway. All they do is harm the successful ones. And that, in turn, leads to fewer jobs, and a higher number of imported products and damaged US industries.
I should have just started a comment, not a reply, since it was more general than your message. In the end, I think we're saying a lot of the same things. The issue with Tesla putting a plant in MI, is that the state has become somewhat "anti-business". It's hardly a coincidence that all the foreign auto companies that have set up assembly operations in this country have avoided the traditional, "rust belt" states.I was mostly being a little glib and hadn’t really fleshed out the idea. My thinking was Tesla opens a factory in that area and starts hiring in large numbers. Now Tesla is one of the biggest employers in those swing states. Politicians would be forced to pay attention to such a big employer in a swing state.
I’m going to go back to sharpening my chainsaw now.
If this was posted yesterday forgive me.
There will be a new ETF "TSLH" that aims to provide exposure to TSLA gains but without as much downside. The fund will hold 80% in treasury bills and 20% in basically a bull call spread. They suggest average quarterly gains will be capped at ~22%. While of little use to those of us here (anyone could pretty much replicate this strategy) I find this really interesting. First because it goes to show how unique TSLA that such an ETF will exist, but also because it suggests there is demand/interest in TSLA that is turned off by the downside volatility.