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

[Nocturnal]

Semi?

Technically, but that complicates things. An F350 can carry 6 people and doesn't require a CDL. Also has a bed that can be used if your trailer isn't a gooseneck.

It is an interesting problem....

I'm not even sure it's one we need to solve. The % of miles used by these edge cases are tiny in the scheme of things. Let boutique companies handle the mid/heavy pickup market for the foreseeable future. Economics will get those folks to either just book freight on an autonomous semi or modify how they do business.

 

[SO16]

this is surprising:

https://twitter.com/x/status/1615200056088592385

 

[ElectricIAC]

this is surprising:

https://twitter.com/x/status/1615200056088592385

Tesla should tell them: “You had your chance, Junior”

 

[jerry33]

Technically, but that complicates things. An F350 can carry 6 people and doesn't require a CDL. Also has a bed that can be used if your trailer isn't a gooseneck.

I'm not even sure it's one we need to solve. The % of miles used by these edge cases are tiny in the scheme of things. Let boutique companies handle the mid/heavy pickup market for the foreseeable future. Economics will get those folks to either just book freight on an autonomous semi or modify how they do business.

It will be a halo semi.

 

[Usain]

My 10 year old son is one of the kids who helps with the unload line at school. There’s three kids every day that help and every day the principal has to designate one of the kids who gets to open Tesla doors, otherwise they fight over who gets to open those? You can’t make this stuff up!

I know few people more obsessed with Tesla than my son. He’s definitely fighting FUD on the frontlines. He loves to tell me when he’s able to fact check someone about Tesla.

The future car buyers of America know what’s up, and IMO this is not a trivial detail.

My wife is a fifth grade teacher. She says the exact same thing. Kids love Teslas!

 

[Stretch2727]

this is surprising:

https://twitter.com/x/status/1615200056088592385

Let's see. Remember when Sandy M. asked Doug Field and Jim Farley in an interview last year they were open but undecided on this topic. With Kyle (Out of Spec) running around telling everyone to not buy a CCS car it may push them over the edge, especially if they can can get quick access to the whole network with adaptors until the cars change over.

 

[Mengy]

this is surprising:

https://twitter.com/x/status/1615200056088592385

That would be a super boss move by Ford. I genuinely feel they'd sell more EV's if they did this.

 

[Usain]

this is surprising:

https://twitter.com/x/status/1615200056088592385

Surprising and huge. It would be really good for Ford and monstrously good for Tesla. I believe Ford is the #2 seller of EVs in the US right now. If Ford signs on to NACS, the others will have to follow. Suddenly, Tesla supercharging becomes like the Standard Oil monopoly.

 

[ElectricIAC]

Surprising and huge. It would be really good for Ford.

And that’s why it shouldn’t happen.

They dug their heels in and resisted making BEV that people actually want forever, they should lay in the mess they made just like GM.

 

[MP3Mike]

That would be a super boss move by Ford. I genuinely feel they'd sell more EV's if they did this.

How? They are already selling every one that they can make. And they don't have the battery supply to make more at this point.

 

[Artful Dodger]

Indonesia nearing deals with Tesla and BYD for EV facilities: report | Teslarati.com (2023-01-17)

Indonesia nearing deals with Tesla and BYD for EV facilities: report

Two of the automotive segment's most prolific electric vehicle makers may be preparing to establish their presence in Indonesia soon.

www.teslarati.com

Neither BYD nor Tesla have made public comments on the Indonesian reports.

 

[Mengy]

And that’s why it shouldn’t happen.

They dug their heels in and resisted making BEV that people actually want forever, they should lay in the mess they made just like GM.

I disagree with this. I've driven both the Mach-E and the Lightning and they aren't bad EV's. I still vastly prefer my Model Y, but I think Ford is doing pretty good for being late to the game and playing catch up.

Ford switching to NACS would be great both for Ford and for Tesla, and it would be terrifying for every other EV maker.

 

[ElectricIAC]

I disagree with this. I've driven both the Mach-E and the Lightning and they aren't bad EV's. I still vastly prefer my Model Y, but I think Ford is doing pretty good for being late to the game and playing catch up.

Ford switching to NACS would be great both for Ford and for Tesla, and it would be terrifying for every other EV maker.

I will accept it but only if Tesla gets a 51% stake in Ford BEV divisions in return.

Otherwise, to hell with them.

 

[Madmolecule]

The world has already decided the DC charging standard, and it’s not NACS. Even the name is very limited, as the world does not revolve around US. It’s exactly like continuing to promote CDMA after the world decided on GSM. Interested, haha. When Telsa jacks up our supercharger rates, Tesla owners have no other options for fast DC charging, jut another Elon checkmate move, suck it rest of the world

 

[ThisStockGood]

So this is going to bring us back up to ATH by next week, right?

Sure.

If this ain’t happen.

 

[FireMedic]

I will accept it but only if Tesla gets a 51% stake in Ford BEV divisions in return.

Otherwise, to hell with them.

That would get expensive for Tesla. I don’t think I want any part of those losses!

 

[Madmolecule]

My wife is a fifth grade teacher. She says the exact same thing. Kids love Teslas!

They were also big fans of fidget spinners, but there are just kids, so they have an excuse…

 

[Stretch2727]

And that’s why it shouldn’t happen.

They dug their heels in and resisted making BEV that people actually want forever, they should lay in the mess they made just like GM.

Tesla has already said they will open the network. Think about the cost savings for Tesla and the better utilization for all chargers. If Ford does this NACS will become the standard in North America as it should.

 

[Artful Dodger]

Suddenly, Tesla supercharging becomes like the Standard Oil monopoly.

So you missed the part about Tesla opening the (NACS) standard, and making it available for all to use? You know, non-monopolistically?

Opening the North American Charging Standard | Tesla.com

 

[Snerruc]

I believe Ford doesn’t have to change anything except software and perhaps one board to be compatible with NACS. Just as tesla only has to do the same to CCS1 charge. Also ship an adapter with the car if needed. Then Ford would have the benefit of both worlds.