ZeApelido
Active Member
Tesla Megapacks are a dime a dozen. It's only now sold now for almost 2 years into the future.
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(And if Tesla think I'm wrong, and wish the market to understand that, then Tesla should publish regular, reliable facts about both their own business and the global market; and answer properly posed questions from knowledgeable people.)
I keep saying there's no way to reach the 2035 ICE ban w/o Tesla. And yet the narrative exists for Tesla demand problems!Hyundai...expecting 10% growth in 2023
"Hyundai plans to expand market share and operate profitability oriented businesses by flexibly responding to market changes, accelerating its transition to electrification, responding to global environmental regulations, and optimizing production, logistics and sales by region," the company said in a statement."
from
"Hyundai, Kia expect vehicle sales to jump 10% in 2023"
..........................
Hyndai Statement link
"Hyundai Motor Reports 2022 Global Sales and 2023 Goals"
"For December 2022, Hyundai’s monthly global sales totaled 347,340 units, including 276,953 for overseas markets and 70,387 for the Korean market.
Hyundai was also able to accelerate its transition to electrification last year, thanks to the strong sales of IONIQ 5 and the successful launch of IONIQ 6. The IONIQ 5 and IONIQ 6 together recorded over 100,000 units of global sales in 2022. "
That's the job of the BoD IMO. Elon is a visionary guy and a loose canon, it's these a attributes, along with his other qualities, that made Tesla and Space-X into the industry-leading behemoths that they areWe always want him to have vision, because not many non-founder CEOs do. But we also want him to have perspective, which many non-founder CEOs do, and its dreadfully dull but placates the people who manipulate the market.
So we want BOTH...
...because almost no one has that. And if you think you're going to be worth more than AAPL + SAR combined, you need both. I don't have both, but I don't claim to be able to lead a company to > $4T valuation. So pull on the big boy pants and step up as the generational visionary and a solid economist we know you are (please).
Build line segments that don't have humans in them. Once the last human is gone, you increase the clock frequency of that line. The limiting factor suddenly changes from the max speed of human eye-hand coordination to motor power limit vs inertia and aerodynamic resistance of moving parts. Just think of the maximum difference between these two line speeds and your mind will be blown.Well how do you think Tesla are going to achieve a 50% cost reduction for Gen3?
Big question in my mind is whether the passenger cage can/ should be made of aluminum.For a smaller car with a structural battery pack they need smaller front and rear castings.
If they also cast the sides, those are larger castings, but now it is essentially a matter of joining 4 parts, then attaching the battery pack.
Haha, Elon said "we need to unwind the wave to smooth out deliveries and will save on cost....this also means more cars in transit". Bulls all cheer "about time!".
It's like he just started investing in 2020?
But the market wants to know if the megapacks are sold for money or magic beans? Because apparently selling alot of EV cars and megapacks for money is not impressive to the market.Tesla Megapacks are a dime a dozen. It's only now sold now for almost 2 years into the future.
Too bad we wont reach full capitulation till Steven Mark Ryan throws in the towel. Come on buddy.
Big question in my mind is whether the passenger cage can/ should be made of aluminum.
This is amateur theory crafting here.
Aluminum is brittle and shatters rather than bends. This seems like it would compromise passenger safety. I think even Tesla wants to use high strength steel in these locations which likely means some stamping. Looking at the prototype Cybertruck, everything other than the passenger cage is cast aluminum, but the passenger cage is HSS. I think this is deliberate due to the properties of the metals.
When stressed steel bends, but retains some strength.
So I don’t see a 4 piece car unless those pieces are folded like origami. I could be wrong here, it’s going to be interesting to find out!
He's loosing it. I have a hard time taking him seriously - and also in the future, even if he should turn bullish again. His turn-around is simply too weird. Seems he has to justify his decision to all of the world. If I was him I would hide... or at least not be so vocal of his sudden change of mind...
That's hopeful, but I have a feeling the IRA details were purposeful to exclude the MY5, not a mistake so no "corrections" coming.
Maybe they knew how much taxpayer money they'd need to put out if the MY5 qualified, so they bent the rules on purpose to exclude it? Maybe it's retribution towards Tesla for Elon speaking out against the Democrats? Maybe the purpose of the IRA is not to promote EV's but rather to boost legacy auto with taxpayer money without directly bailing them out in plain sight?
Whatever the case, the IRA seems to have been meticulously crafted to exclude America's best selling EV, and that simply can't be by accident.
Nope, there are many blends of alu. Alu is superior to steel for its weight savings and it can match steel in strength as well. Again many blends and compositions and as we witness with Tesla they will formulate their own blends to achieve X structural demands, crumple characteristics that it requires. With weight being the biggest issue with batteries alu makes the obvious low cost choice. And on the point of formulating their own blends, Tesla taps SpaceX's bleeding edge expertise on Material Science when needed.Aluminum is brittle and shatters rather than bends.
Granted the part I will give him a pass is that he got scared due to what Musk said on Space. Many people value Tesla using forward PE and points to the high net margins the company prints, and forward earnings to justify current multiples. Musk kind of threw cold water of that style of valuation after he said if the recession gets bad, Tesla will maximize revenue growth over profits as it's better to scale car deliveries due to FSD. This line I believe got many bulls and institutional investors to capitulate. So word of warning. Even if Q4 earnings are solid, I fully expect Musk to repeat this or even emphasize this again on the call because that's just his style...he is one of Tslaq's best FUD spreader..lol.He's loosing it. I have a hard time taking him seriously - and also in the future, even if he should turn bullish again. His turn-around is simply too weird. Seems he has to justify his decision to all of the world. If I was him I would hide... or at least not be so vocal of his sudden change of mind...