Ha! totally misread that word. Incredible what the mind does. I'd correct my post, but it's too late now. Thanks. Based on the comments after my initial post, I have to believe that Tesla didn't do it because it doesn't meet all of their specs for an ideal battery.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Ha! totally misread that word. Incredible what the mind does. I'd correct my post, but it's too late now. Thanks. Based on the comments after my initial post, I have to believe that Tesla didn't do it because it doesn't meet all of their specs for an ideal battery.
It takes a little longer with a product as capital intensive as an EV, but Tesla is following the same tactic as Apple when it comes to constantly squishing the room under the product “price umbrella” for competitors to try and get a foothold, by both lowering pricing and introducing cheaper & smaller form factor models, supported by an exclusive ecosystem (iTunes for Apple, Charging Network & Other Services from Tesla). And of course lower pricing leads to higher volume and reduced costs per unit, which enables lower pricing, higher volumes, reduced costs….ad infinitum
For example lets look at the history of iPod dominance (which actually in hindsight was a relatively short life before the smartphone obviated it): In a little over 4 years (late 2001 to early 2006), Apple drove down the price of the iPod from $399 for the 1st generation to $149 starting price for an iPod nano, and grew sales from under 1 million in 2003 to 50 million a year by 2007.
I don’t remember the financial media warning that Apple was on the wrong path by reducing ASP across the iPod line to significantly increase unit volume, but there were probably a few boneheads around that said it.
==========
The (imperfect) analogy for Tesla:
The original iPod = the model 3/Y/CT lines:
Tesla increases production of model 3/Y/CT/van, as it lowers prices and enters new markets & form factors to increase demand to match.
The iPod Mini/Nano = the next generation models:
Tesla continues to sell the Model 3/Y/CT/Van lines, and tops out annual production somewhere around ~4 million units annually, but then vast bulk of future growth (10m+ annual units) comes from the cheaper & smaller form factor next generation vehicles.
Last edited:
They are squeezing Sodium Ion batteries into very small ultra compact range limited EVs in China e.g. BYD Seagull.
The end result is a car that will not sell well in the US, but may sell well in Asia and Europe..
The current Sodium Ion battery technology is unlikely to be suitable for any Tesla vehicles, But it is hard to know what future R&D may eventually allow.
Carl Raymond
Active Member
So legacy have found a brand new way to get fast charging wrong…
Worth listening to.
Worth listening to.
So much for that whole "9 months to build" GigaMexico statement.
Artful Dodger
"Neko no me"
Lol, so you know that's "Chery" and not "Chevy", right? Here's the Chery EQ1 ("sweet-pink vehicle") which was launched in Nov 2021 to "to satisfy the higher travel demand for quality":
This Chery wrapper might be a Wuling Hong Guang MINI EV killer (like their passengers), but with only ~100km range and even slower charging, I honestly doubt it.
Should start a real price war down around the $5,000 price point though... $4,650? Look out below!
Cheers!
Artful Dodger
"Neko no me"
NIO's move to adopt subframe castings was first reported here:
Nio ET5 rear subframe to feature die-casting technology | Drive Tesla Canada (2021-12-20)
Fast? That report was 16 months ago.
Now, how long to volume production?BTW, NIO also said this just two weeks ago: (let's see how that ages)
Nio Won’t Join China Auto Price War; Tesla Lacks Pricing Power in Country, Li Bin Says | yicaiglobal.com
Cheers!
JusRelax
Active Member
Full recording of the subscription twitter spaces that Elon Musk held:
Depends when groundbreaking is...
Tesla aiming to build Gigafactory Mexico in just nine months, while building another Gigafactory at the same time: Tom Zhu
FYI.
www.teslarati.com
Tesla Giga Shanghai workers share concerns over planned performance bonus cuts: report
Base salaries at Giga Shanghai indicate that workers can earn around 110,000-120,000 yuan ($16,000 to $17,400) per year before tax.
www.teslarati.com
Unless that Mexican governor is a building engineer, I take building time estimates from governors/politicians with a huge grain of salt.
Let me correct that: even when he is a building engineer.
move some panels put aggressive tires on it and sell it as a UTVLol, so you know that's "Chery" and not "Chevy", right? Here's the Chery EQ1 ("sweet-pink vehicle") which was launched in Nov 2021 to "to satisfy the higher travel demand for quality":
View attachment 929110
This Chery wrapper might be a Wuling Hong Guang MINI EV killer (like their passengers), but with only ~100km range and even slower charging, I honestly doubt it.
Should start a real price war down around the $5,000 price point though... $4,650? Look out below!
Cheers!
In regards to the Starship flight:
LETTTT'SSSSSS GOOOOOO, YIPPEE KI YAY TSLA MOTOR FORUMMSSSSSSSS
LETTTT'SSSSSS GOOOOOO, YIPPEE KI YAY TSLA MOTOR FORUMMSSSSSSSS
This is F***ing awesome!
shop.spacex.com
STARSHIP TORCH PRE-SALE
*PRE-SALE. BURNING Q3 2023 The man in black, Johnny Cash knew a thing or two about burning desire. But love isn’t the only thing that burns. Sometimes you just want to caramelize the sugar on a crème brûlée or melt some cheese without all the subtext. Enter the Starship Torch. Designed to...
shop.spacex.com
Artful Dodger
"Neko no me"
EDIT: Launch SCRUBBED. Issue with Stage 1 propellant loading. Today's test is continuing as a wet dress rehersal w/o a launch.
MINIMUM 48 Hrs until next Launch attempt (NET: Wed, April 19)
Starship Flight Test | SpaceX on Youtube
Last edited:
bkp_duke
Well-Known Member
Correct, there is some pressure issue in the system. This launch is being converted to a wet dress rehearsal. Countdown will proceed down to 00:00:10 and then vehicles will be unloaded.
I blame the interest rate hikes!
Artful Dodger
"Neko no me"
Yeah, look what TSLA did within 1 min of this morning's scrub: (shortzes r zo ztupid)
Cheers to the Space Cowboyz!
Chery is not particularly well known in North America or most of Europe, it is not one of the giants, but...
Chery is a major brand in Brazil, where CAOA, which builds and distributes Hyundais also builds and distrusts Chery. Recently they have been gaining major acceptance and are considered the best built in Brazil in some circles.
The first use of Sodium Ion chemistry in a production vehicle is not Chery, however.
First electric car with cheap sodium-ion battery offers 157 miles of range as it appears out of a VW partnership
The first generation of mass-produced sodium-ion batteries has been installed in a production electric car for the first time. The model is part of VW's joint venture Sehold brand in China and can cover 157 miles on a charge with the Na-ion battery that is much cheaper and safer than its lithium...
www.notebookcheck.net
Tesla will probably adopt any chemistry once it has been proven to be equally safe, can deliver decent range, has cost advantages and is very durable. It is not as though Tesla has not been aware of every single advance from CATL and others.
Similar threads
- Locked
- Locked
- Locked
