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

[wipster]

So now WS estimates for Q1 are 432,000...

Guess they figured they needed to increase from 420,000 as Tesla would obliterate the earlier estimate.

Let the games begin!

 

[mongo]

Geez, read the article. Bendix discovered it and first they did a recall, Tesla did theirs a month later. It's voluntary and there have been no accidents.

Through March 13th.

"And as per the Safety Recall Report, Tesla Semi units produced starting March 14, 2023 are already equipped with a replacement parking brake valve module with improved internals that prevents air leakage."

Tesla's response was actually better than that.
Benedix recall was filed Feb 7th and they alerted Tesla Feb 13th. Tesla met with them on the 14th. It appears in parallel with Tesla's investigation, which lasted until March 17th when they filed a recall, Tesla held March production on site for retrofit. Only units build on or before Feb 28 are under the recall.

 

[wtlloyd]

View attachment 923400

Too late.
Market forces will achieve that goal LONG before 12 years from now. This is merely pandering and painless.
Make it "2025" and I'll be impressed and pleased. 2035 is a yawn.

 

[Featsbeyond50]

View attachment 923400

Doesn't seem doable to me, in 12 years. Too much specificity, and too few actively working on it. The Tesla Semi is the only thing remotely close to this category I know of. I predict a lot of tractors being bought out of state after 2035.

 

[SOULPEDL]

F'ing A California. California has done more to bring about sustainable transport than any other entity. Hard stuff all with way back to the 70s. Hat's off to you.

... while simultaneously making home solar in California more expensive - to protect Utilities and thereby creating a future power shortage. If only the left hand could at least wave to the right for Pete's sake!

 

[Featsbeyond50]

Too late.
Market forces will achieve that goal LONG before 12 years from now. This is merely pandering and painless.
Make it "2025" and I'll be impressed and pleased. 2035 is a yawn.

12 years to find out if I'm the idiot or you are.

 

[Stretch2727]

This is a bit long but a lot of discussion on the valley of death for the legacies. They are not calling it that but current automotive industry utilization is way below a normal 80% at 50-60% , new EV plants are being built and ICE capacity has not yet been meaningfully reduced. At some point there will need to be a massive restructuring. Major risks to legacy if there is no profits on EV's and little demand for ICE.

 

[SOULPEDL]

New!

 

[wipster]

Tesla's response was actually better than that.
Benedix recall was filed Feb 7th and they alerted Tesla Feb 13th. Tesla met with them on the 14th. It appears in parallel with Tesla's investigation, which lasted until March 17th when they filed a recall, Tesla held March production on site for retrofit. Only units build on or before Feb 28 are under the recall.

Interesting that we haven't heard recalls from other manufacturers using that same Bendix unit... Rivian?

 

[Artful Dodger]

At this stage of Tesla's development and the ever growing scale of it's goals, a PR office would be beneficial as long as it's activity was strategic

Yeah, PR's handled, every day, regularly...

Cheers to the Loongs!

 

[madodel]

So now WS estimates for Q1 are 432,000...

Guess they figured they needed to increase from 420,000 as Tesla would obliterate the earlier estimate.

Let the games begin!

Market Manipulators gotta manipulate.

 

[wtlloyd]

Doesn't seem doable to me, in 12 years. Too much specificity, and too few actively working on it. The Tesla Semi is the only thing remotely close to this category I know of. I predict a lot of tractors being bought out of state after 2035.

(*Edit - I actually posted this before I saw you respond to me ;-) )



C'mon , man. If you don't know anything about something, google it before you speak. I'm dumb as a post, but at least I can do that.

VNR Electric I Volvo Trucks USA

The future is now.100% electric. 0% emissions when charged with renewable energy. Manufactured in Dublin, Virginia.

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Kenworth Trucks

Kenworth Trucks

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All-electric Urban Class 8 truck

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thelionelectric.com

eCascadia | Freightliner Trucks

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en.byd.com

Here's a road test article from freaking 2021. You're a bit behind the times.

Yes, Electric Big Rigs Are Coming—and We Drive Four of Them

From semis to box trucks, step vans to school buses, Freightliner has a test fleet of 40 rigs, with availability in 2022.

www.autoweek.com

 

[Curt Renz]

Lars Explains | Tesla Vehicle Safety​

Tesla - Last evening:

 

[mongo]

Proposed IRA rules that take effect 4/17ish:
Federal Register :: Request Access

 

[mongo]

Interesting that we haven't heard recalls from other manufacturers using that same Bendix unit... Rivian?

It's specifically for Class 8 type tractor trailers.

The recall population is the entire production of the Intellipark Towing Park Brake Module (PVM). The Towing PVM differs from the Non-towing PVM in that it has two channels to control the tractor and the trailer park brakes. The Non-towing PMV has only one channel to control the park brakes as typical on a truck
or bus. The Non-towing PMV does not contain the defect.

 

[AndrewZ]

Proposed IRA rules that take effect 4/17ish:
Federal Register :: Request Access

Treasury press release page

https://home.treasury.gov/news/press-releases/jy1379

Looks like it was accurate to say vehicles in the next couple of years will be disqualified from the credit based on containing any foreign-entity-of-concern components/minerals with further guidance coming

Beginning in 2024, an eligible clean vehicle may not contain any battery components that are manufactured by a foreign entity of concern and beginning in 2025 an eligible clean vehicle may not contain any critical minerals that were extracted, processed, or recycled by a foreign entity of concern. The NPRM states that Treasury and IRS will issue subsequent guidance on this provision.

 

[mongo]

Treasury press release page

https://home.treasury.gov/news/press-releases/jy1379

Looks like it was accurate to say vehicles will be disqualified from the credit based on further component/mineral guidance coming

Outside of that restriction, they are easing critical minerals requirements with a phase in threshold of 50% or more value add from US / free trade partners (like Japan).

 

[GhostSkater]

I can't keep up on all the Supercharger stuff, but I do recall CyberTruck will be able to use the same (CyberVault?) charging system as the Semi. Or is that version already out there? Or is there yet another step change possible in charging speed on 4680's to tap those new tabless benefits? Any faster and it's gonna be Circle K friendly with a whole island for EVs.

Likely no

They will share the same immersion cooling cable, but that's probably it

You won't see a Cybertruck charging at a Semi charger, different connectors and power, Cybertruck will likely charge at somewhere between 600 to 700 kW, while Semi is 2 MW+

 

[Tony73]

(*Edit - I actually posted this before I saw you respond to me ;-) )



C'mon , man. If you don't know anything about something, google it before you speak. I'm dumb as a post, but at least I can do that.

VNR Electric I Volvo Trucks USA

The future is now.100% electric. 0% emissions when charged with renewable energy. Manufactured in Dublin, Virginia.

www.volvotrucks.us

Kenworth Trucks

Kenworth Trucks

www.kenworth.com

All-electric Urban Class 8 truck

All-electric urban truck which combines power, comfort and modern technology.

thelionelectric.com

eCascadia | Freightliner Trucks

Experience the future of sustainable transportation with the Freightliner eCascadia – the electric semi truck revolutionizing the industry.

freightliner.com

Class 8 Day Cab - Technological Innovations for a Better Life | BYD USA

en.byd.com

Here's a road test article from freaking 2021. You're a bit behind the times.

Yes, Electric Big Rigs Are Coming—and We Drive Four of Them

From semis to box trucks, step vans to school buses, Freightliner has a test fleet of 40 rigs, with availability in 2022.

www.autoweek.com

Have to disagree with you here. Tesla is the only company that is even remotely close to producing electric semis at scale.
They are maybe one to two years out but they”ll get there. Everyone else is putting third party batteries in diesel chassis.
That is not a model that scales.

The other truck makers need to design a new chassis from the ground up and source 50GW to 100GW of low cost, high energy density cells. You are probably looking at 2030 before anyone other than Tesla is selling tens of thousands of e-semis

 

[Blue horseshoe]

Likely no

They will share the same immersion cooling cable, but that's probably it

You won't see a Cybertruck charging at a Semi charger, different connectors and power, Cybertruck will likely charge at somewhere between 600 to 700 kW, while Semi is 2 MW+

Likely yes.

Tesla Cybertruck to use the Semi's MW+ DC charger

Tesla dropped a Cybertruck detail during the Semi's first delivery event recently. The Cybertruck and Semi both use Tesla's megawatt charger.

www.teslarati.com