Artful Dodger
"Neko no me"
From the Reuters article:
Giga Monterrey's land area is 6.5 square miles, compared to 4 sq.mi for Giga Texas. That's gonna be visible from space (to the naked eye).
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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From the Reuters article:
Giga Monterrey's land area is 6.5 square miles, compared to 4 sq.mi for Giga Texas. That's gonna be visible from space (to the naked eye).
That may be the case. But what will they do with double the land if not build factory space? Grow Agave to brew Teslaquila? Wait...
Todd Burch
14-Year Member
You are right of course...but what I am getting at is Tesla will copy-paste only once they've hit what they feel is sufficient to meet their goals--or when the benefit of copy-pasting exceeds the drawback of having to optimize the copies separately.
Unless there is a clear reason to buy twice the land (water rights maybe?) that does not translate into planning a factory larger than anything you already have, I disagree.
Give me something and I will change my mind.
The only logical explanation is to have enough space to park all those unsold vehicles!
GhostSkater
Member
No Tesla motor so far (that we know) is Hallbach, they just used segmented magnets to reduce Eddy current losses
In a IPM (internal permanent magnet), Hallbach doesn't make sense, actually Hallbach in a IPM works against you since you cut the magnetic flux to where it should go
Hallback can work in a SPM (surface permanent magnet) allowing the rotor to have less iron and be smaller/lighter, at expense of more complex assembly and sometimes less power, since some of the magnet mass is used just to redirect the flux intead of adding to it
I'll be signing this petition, but the reimplementation of the uptick should be added to the petition. Naked short selling and the ability to short on downticks are both cornerstones of the manipulation crime. Incidentally, the collusion of the criminals on an everyday, all-day basis, is potentially the largest RICO action ever perpetrated on their victims.TSLA investors may be interested in this petition...
This petition is submitted on behalf of retail stockholders who are actively seeking answers and corrective measures regarding the unfair and tyrannical actions that are being seen within the United States stock markets. For far too long, multiple startup companies and veteran companies alike have had their stock price manipulated through the exploitation of certain loopholes in regulations surrounding the practices of naked short-selling, FTDs, phantom shares, and dark pool abuses. While these issues may not seem important to you all, we the army of retail shareholders represented by this petition, are beyond frustrated by the destruction of our investment value due to these manipulative practices at the hands of wall street insiders.
We the retail investors understand that there is an inherent risk with any investments we make. Losing money is a common occurrence in the stock market. However, the exploitation of the naked short-selling regulations undermines the integrity of the US stock markets and jeopardizes investors' trust in market fairness. After the financial crisis in 2008, naked shorting became illegal. The SEC is charged with the responsibility of keeping markets fair for all and delivering oversight of its own policies and regulations.
It sounds like it will be available to Texas non-Powerwall Tesla owners (e.g., me) this summer. It will actually take some number crunching to see if that would pay off. The electricity plan I have now is free at night (for the same reason- excess wind) in exchange for a slightly higher rate during the day.Oh ya, forgot about $30freeunlimited charging. And this is why it works out.
" the reason why we can do this is because Texas as a ton of wind. And in Texas, the wind blows at night.”
Cool, so how about day charging in Az then... (ya not much energy use at night, just having fun
Tesla Electric launching unlimited overnight charging plan for $30 per month in Texas
Everybody loves a good deal, and Tesla has announced a new plan that will let owners in Texas charge unlimited overnight for only $30 per month. Tesla now has an energy retailing business known as […]driveteslacanada.ca
So it will depend on what Tesla Electric's daytime rate is compared to my current plan, then factoring in how much I typically home-charge per month.
I like the "Construction start in 3 months" part the best! But darn now we all gotta find time to watch a whole new series of factory construction videos.
Edit- now I hear something about operating "after 9 months", I like that even more!! Looks like we'll need to make more time.
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Words of HABIT
Active Member
It has been a while since my last post. I've been on a break from TMC.
Finally had the chance to view Tesla’s Investors Day presentation, almost four hours in length. It was worth my time.
Prior to this Investors Day, I had thought Tesla getting to 20M/annual vehicles would never happen. My expectation was for Tesla to top out at between 6M to 8M vehicles (For reference VW sold 4.5M and Toyota sold 8.1M in 2022, although both dropping YOY in large part due to Tesla’s emergence).
Now, I believe that 20M is achievable. Tesla outlined in layman terms exactly how this is to be accomplished. All in one vehicle, they have the fastest acceleration, highest passenger safety, most reliable, requiring least amount of maintenance, longest range vehicle. And soon Tesla will also be the least expensive vehicle. Just as the Model 3 and Y opened the floodgate by 10X compared with sales of Models S & X, to more economically conscious buyers, the next generation vehicles will again open the floodgate by 10X compared with Models 3 & Y.
How will Tesla achieve this? By revolutionizing manufacturing (much improving a 100 year old assembly line process on how they make the vehicle), reducing manufacturing footprint required per vehicle by half, reducing complexity and parts by half, reducing production costs by half and by owning and controlling in-house almost the entire ecosystem (from chips to batteries, to charging and battery storage, to sales and maintenance). And all this based on Tesla’s current production facilities which are already the most efficiently run and cost conscious in the industry.
Unfortunately, or fortunately for us, the Financial Analysts and Marketeers can only think one to two quarters ahead, hence the sell off of TSLA after the Investor Day news. However, long term, now without a doubt, Tesla’s lead in EVs via its strategy will only continue to grow against any so called competitors, and unless they copy Tesla’s approach, they will never come even remotely close to the future success Tesla will have. The Tesla Team has never looked stronger.
O'K, now back to my TMC break.
Finally had the chance to view Tesla’s Investors Day presentation, almost four hours in length. It was worth my time.
Prior to this Investors Day, I had thought Tesla getting to 20M/annual vehicles would never happen. My expectation was for Tesla to top out at between 6M to 8M vehicles (For reference VW sold 4.5M and Toyota sold 8.1M in 2022, although both dropping YOY in large part due to Tesla’s emergence).
Now, I believe that 20M is achievable. Tesla outlined in layman terms exactly how this is to be accomplished. All in one vehicle, they have the fastest acceleration, highest passenger safety, most reliable, requiring least amount of maintenance, longest range vehicle. And soon Tesla will also be the least expensive vehicle. Just as the Model 3 and Y opened the floodgate by 10X compared with sales of Models S & X, to more economically conscious buyers, the next generation vehicles will again open the floodgate by 10X compared with Models 3 & Y.
How will Tesla achieve this? By revolutionizing manufacturing (much improving a 100 year old assembly line process on how they make the vehicle), reducing manufacturing footprint required per vehicle by half, reducing complexity and parts by half, reducing production costs by half and by owning and controlling in-house almost the entire ecosystem (from chips to batteries, to charging and battery storage, to sales and maintenance). And all this based on Tesla’s current production facilities which are already the most efficiently run and cost conscious in the industry.
Unfortunately, or fortunately for us, the Financial Analysts and Marketeers can only think one to two quarters ahead, hence the sell off of TSLA after the Investor Day news. However, long term, now without a doubt, Tesla’s lead in EVs via its strategy will only continue to grow against any so called competitors, and unless they copy Tesla’s approach, they will never come even remotely close to the future success Tesla will have. The Tesla Team has never looked stronger.
O'K, now back to my TMC break.
lafrisbee
Active Member
Jose Tegtmeyero coming soon to a youtube channel
Mexican Drones are Cooler than Regular Drones –Literally
Mexican Drones are Cooler than Regular Drones –Literally
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I had that question, too. Seems to go against Tesla DNA if big efficiency losses occur in the charging phase. But this blurb makes the case that at Level 2 AC charging rates, the inductive losses are comparable to plug-in.
Wired vs wireless charging efficiency for EVs: A comparison
Wired vs Wireless Charging Efficiency for EVs: A Comparison
witricity.com
Pull into your garage/parking space and forget it. No charge port, cable (for vandals to cut) or plug (no compatibility issues).
Anybody from Nuevo Leon or has frends there?
How is the construction business there? I am very curuious to see how they will address, support and peform this immense construction project in such a short time.
It'd be a great comparison to what we've seen in Shanghai and Berlin.
How is the construction business there? I am very curuious to see how they will address, support and peform this immense construction project in such a short time.
It'd be a great comparison to what we've seen in Shanghai and Berlin.
The land around the factory just became much more valuable. No reason to not buy the largest contiguous piece available.
I recall predicting that since the route has been completed there might be good ways to do it.Slovenia-China-rail : the first trans-Caspian China-Europe train from Jiaozhou, in eastern China, to the port of Koper, in Slovenia. The convoy, loaded with new electric vehicles, covered the 13,000-kilometre route in 45 days.
There is no info on which brand. However Tesla has been using Koper so there is a possibility this may be Tesla. Note that this route bypasses Russia.
KTZ tests new China-Europe route to avoid the congested Black Sea
Kazakhstan Railways (KTZ) sent the first trans-Caspian China-Europe train from Jiaozhou, in eastern China, to the port of Koper, in Slovenia. The convoy, loaded with new electric vehicles, covered the 13,000-kilometre route in 45 days. This was the first time that this route was tested. The...www.railfreight.com
Others said, impossible to go through Iran. Certainly Russia would be more direct if politically possible and capacity were available.
This KTZ route is quite clever and avoids all that, tasks to Kazaks and Georgians.
Great news!
insaneoctane
Well-Known Member
Another apiphony from investor day....I haven't seen much mentioned about VP of SCM, Karn Budhiraj. He appeared to be extremely competent. I'm not sure of others experience, but my experience is that high quality engineers have trouble finding equally high quality counterparts in SCM org. Karn was sharp and knowledgeable. Tesla's SCM organization demonstrated unequaled flexibility and results in 2022, far exceeding other manufacturers during a really really tough year. Yet another impressive example of Tesla talent.
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