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If they were halfway smart, they would have cut production as soon as the strike was imminent. Presumably they make just-in-time so they can ship just-in-time. The only issue would be if they had a large inventory of parts.Is there any discussion somewhere about the risks the struggling tier 2 and 3 suppliers would bring to teslas production? I kinda figured that would be the only discussion here today but it doesn’t even seem mentioned.
This is as good a place as any to discuss, seems it could be both cost and risk related.Is there any discussion somewhere about the risks the struggling tier 2 and 3 suppliers would bring to teslas production? I kinda figured that would be the only discussion here today but it doesn’t even seem mentioned.
In the Bay Area it’s not uncommon to see 20 teslas at one intersection. And I’ve seen less than a dozen teslas on a flat tow since I began keeping records (read: buying TSLA) in 2018 .anecdotal here, I see dozens a day, and have seen maybe 1-2 on the side of the road, and even then, cannot say if broken down or just pulled over for other reason.
Have seen a number on flat beds, but that could also be accidents, Carvana/Vroom/Freight/Etc.
I trust they will prevail. The question is how bad it will get before the end.This is as good a place as any to discuss, seems it could be both cost and risk related.
I don't think Tesla makes it's own tires for example (I just grabbed the first thing to mind but don't know tires really). Multiple sources would help dodge some BKs out there. But if they're all struggling with sales, and consumers delay tire changes in a pinch for example, then tires could get a bit more pricey overall.
Maybe Tesla's the only key customer standing so they'll either buy one of them out for the efficiency improvements and recycling... or just reinvent a more efficient tire that lasts 2x as long.
Wait... who will make CyberTruck tires? Those are unique, at least the final mold anyway. This could get crazy and puts Tesla production at risk I'm certain. We just never really see it on the outside. The whole chip shortage was nothing short of a miracle. I trust they will prevail through it again.
I'm thinking we have rough seas and pirate activities until the earnings call in mid-October.
Batten down the hatches.
As a Tesla investor, you know you are on a magnificent ship that will weather any storm...
When people throw the lithium mining argument in my face, I always point out that my lithium was mined once while every single litre of fuel they burn has to be continually mined; every time they use their vehicle someone somewhere is mining more fuel for it.I think rather than arguing, when folks drop negative pronouncements about lithium mining or battery manufacture (they can't be recycled you know!! /s), just ask them "What would you propose as an alternative", and they will have no answer...
When people throw the lithium mining argument in my face, I always point out that my lithium was mined once while every single litre of fuel they burn has to be continually mined; every time they use their vehicle someone somewhere is mining more fuel for it.
Get your tow through the Tesla app.Or his company sees an outsized sample of them because not all companies will tow a tesla. It could be his company sees more of them because other companies say no.
I learned the hard way that a Tesla is not a desirable tow compared to a gas-powered car. If you are trying to schedule your own tow you will get some pushback when they learn its a Tesla and likely pay more than it would have otherwise cost.
You're indeed correct...but the folks on the other side of the argument comparing lithium to gas might be better convinced (if it's possible to convince them) just comparing mining to mining, or weights to weights, even if the items aren't exactly analagous. The real trouble is that they literally have no idea about the current state of things in terms of the mining or mass of stuff the ICE economy requires.This seems to... really misunderstand....like, all parts of how either thing works though?
Lithium does not fuel your car.
Lithium helps you store fuel for your car. Which is electricity (and which is still largely created via fossil fuels today, though an increasingly smaller % of them over time).
None of which changes the fact the mining and environmental impacts of gas cars are vastly worse than EVs, but the lithium=fuel analogy you give, and I've seen many give it, just...should not be a thing.
The battery isn't fuel, it's the fuel tank.
Sooo, in Cybertruck news, a few days ago when I clicked on my reservation it said Tri-motor with FSD and you will be invited to configure as it gets closer.
now it just says "You cannot edit design at this time"
Getting ready to allow configuration?
I hadn't seen this mentioned, sorry if old news.
Cool, as long as I know where @SOULPEDL hides his couchs!!!Yep. I'm expecting the Q3 ER to not go over so well, even though it will likely be very promising for the company's future. Lower P&D than Q2 will spook Wall Street and probably make the market panic.
Next month will likely be a great buying opportunity for us longs!
Realizing that lithium isn't the fuel, comparing green electricity vs gasoline:
- Yup...but another 1000 lbs of solar panels (probably a big over-estimate?) on my roof will last 25+ years and provide my EV with all the "fuel" it needs, plus power my house. Honestly...if the average driver only goes about 40 miles per day, that requires about 10 kWh of electricity each day, so about 2 or 3 kW of solar panels. So, about 8 of Tesla's 400 Watt panels? A few hundred pounds?
- No, seriously Mr. EV_Hater...how are you going to seriously compare a 1000 lb battery plus 1000 lbs of solar panels to the 10,000+ gallons, or 60,000+ pounds of gasoline you're going to burn in the next 25 years?
You're indeed correct..
- For comfort, with the suspension moving in a high frequency area (± 10 Hz), it is neccessary for low damping forces for the vehicle to remain comfortable.
- For handling, with the suspension moving in a low frequency area (± 1 Hz), it is neccessary for high damping forces for the vehicle to remain safe and in control.