Boosters and center core landed! So pumped right now!
All else seems trivial when they can do something as amazing as that.
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Boosters and center core landed! So pumped right now!
it was so magical to see....this is where science triumphs art!3 for 3 on Falcon Heavy booster recovery!!
Hmm, is there any particular reason why Tesla would want to ship cells from Nevada to China? It seems Japan and China would suffice.That's a false claim, Tesla never gave the GF3 cell supply contract to Panasonic. Here's the quote from the Q4 conference call:
Colin Langan
"And just as a follow-up. You commented that you expect China to be online by the end of the year, but there's a lot of articles that the battery supplier - you're looking at different battery suppliers. But, I mean, do you have a battery supplier? Because it seems kind of close to when production is supposed to start."
Elon Musk
"Well, there's really three things: the cell, the module and the pack. We will be making the module and the pack. So it's really just a question of cell supply. And we can essentially use any [high density] [ph] 2170 chemistry. And we expect to be a combination of cells produced at our Gigafactory in Nevada and cells produced in Japan and cells produced locally in China. And we feel confident to have a sufficient supply to hit the 3,000 units."
I.e. on January 30 Elon Musk already disclosed that Shanghai GF3 cell production will be served from GF1 initially, and from local sources of 2170 cell production.
TL;DR: You are just concern trolling.
Why not? It's the standard source for Apple FUD. "We've seen ripples in the supply chain! Apple is doomed!" This has been going on for decades now. And yes, it's always wrong, and everybody falls for it every time. Total rag.
I remember the first fire. I remember the 3rd Q (I think it was 2014) ER. I remember there were a few ER's that were quite decent but the stock price went down anyway. But so much is a blur. Wait!! Oh yeah, the falcon wing doors crisis in February 2016!
FTFYHe only escapes to Mars if hefailssucceeds
Right. Your numbers suggest that there is about a $7500 opportunity cost to selling $10k worth of Powerwalls. This opportunity is because cell supply is the binding constraint. So under that condition you could raise the price on Powerwalls 75% and eliminate the opportunity cost differential.I mean, Tesla puts about ~$10k worth of cell supply into a ~$40k ASP Model 3, on which it gains ~20% margins: $8,000 income generated per unit.
Selling $10k worth of PowerWalls with 20-25% margins will generate $2,000-$2,500 of income.
It's still a very good margin, but my point is that putting cells into a car leverages up the value - so as long as they can Tesla will prefer to put cell into cars, and this is why they reconfigured Tesla Energy cell output last year to feed Model 3 battery packs.
He found project Maven or Raven before it was reported on Elektrek. And then he said what he just uncovered, that project Maven barely touched the surface of it. And hasn’t given any detail. He suspects we will see something about it at the 22nd event as a one more thing.Do you know what he uncovered?
Perhaps GF1 economy of scale is big enough that it would/could be still financially viable to ship cells from GF1. Seems a little crazy to me as well though, especially because that’s about a month of transit.Hmm, is there any particular reason why Tesla would want to ship cells from Nevada to China? It seems Japan and China would suffice.
All else seems trivial when they can do something as amazing as that.
He found project Maven or Raven before it was reported on Elektrek. And then he said what he just uncovered, that project Maven barely touched the surface of it. And hasn’t given any detail. He suspects we will see something about it at the 22nd event as a one more thing.
Perhaps GF1 economy of scale is big enough that it would/could be still financially viable to ship cells from GF1. Seems a little crazy to me as well though, especially because that’s about a month of transit.
It aids TSLA but only costs Tesla, (while production constrained). And long term TSLA will reach true value anyway.
One problem with your numbers, $10k worth of cells makes way more than $10k worth of Powerwalls.I mean, Tesla puts about ~$10k worth of cell supply into a ~$40k ASP Model 3, on which it gains ~20% margins: $8,000 income generated per unit.
Selling $10k worth of PowerWalls with 20-25% margins will generate $2,000-$2,500 of income.
It's still a very good margin, but my point is that putting cells into a car leverages up the value - so as long as they can Tesla will prefer to put cell into cars, and this is why they reconfigured Tesla Energy cell output last year to feed Model 3 battery packs.
Thanks! Wow, I had forgotten all those details. Did you have this stuff written down or do you have that good a memory?The suspension of air suspension, the not-a-recall missing/loose seat bolt recall, the OMG missing HP and subsequent panic over battery specifications, the 0-60 is it a rolling or not-a-rolling start, the many introductions of new features not preannounced 6 months in advance - I bought my car yesterday and Tesla ripped me off, the Broder fiasco, heck, the first picture of a Tesla being flatbedded, the drive unit failures, the first child’s finger to get pinched by a Model S door handle, ack!! no cupholders wth?!?
I can go on and on.