Well musk is still posting on twitter. So I guess he’s ok. The ominous drop in the stock price at the time he posted this is probably going to have me rolling over in bed all night. So thanks for that.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Just a heads up. A few people might do some sleuthing and prepare themselves. The rest probably won't care anyhow.
Mod Response:Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
That would be true if legacy would agree to do it.
But even more efficient would be Tesla spinning up additional factories to provide legacy auto with battery packs, motors, FSD components, software, wiring harnesses etc.
Even aside from any direct financial benefit to Tesla, this may help build the ecosystem of 48V parts.
That way legacy still designs and builds their own car body... they could get some help with gigacastings and other aspects as part to the deal.
Those that want to copy Tesla mostly find it easy to copy... and the casting technology is available to all.
1) Mostly the problem legacy auto has is caused by a lack of drive-train efficiency which requires a bigger battery pack, resulting in a heavier car.
2) After that is the issue of design efficiency designing a car that is cheaper to build and has no redundant features, or ICE features lingering on.
3) Finally there is manufacturing efficiency being good at high volume production and adding the minimum amount of cost during the build process.
The biggest issue is legacy auto don't seem to making enough progress on 1) drive-train efficiency, that puts their cars at a cost disadvantage before we even get into 2) and 3). Management seem to be hoping to fudge their way around the problem, that is why they need a shock like falling market share to get their attention.
I doubt it will be anything...maybe more FUD. Short term means nothing if we are all HODLERS. Stay long and strong!
So you are just looking for attention?
Just say it if you have any real info. If you really believe it will be released tomorrow, who cares? If you can't say anything, why bait?
Nope. Just a friendly advisory. Have a lovely night.
Mod Response : Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
I’m guessing he’s referring to just one world leader calling another one a dictator post meeting. Which - eh, not good - not worth mentioning here imo.
Right, attention seeking...not related.
dhanson865
Well-Known Member
I disagree with your interpretation and your representation of the quote.
"There are 3 demonstrations, one of which is (emptying a tommygun into the side of the car. A shotgun, a .45 and a 9 mil)"
in math I would use parens, in text I would use quotes but I'm afraid just putting quotes around it would be lost on many trying to read this at speed.
Either way, 1 of the demos is the cybertruck being shot at by multiple small arms / light weapons.
The other 2 remain to be seen.
DragonWatch
Small FootPrint
Forward Observing
Reuters, “Exclusive: GM snatches key Tesla gigacasting supplier.”
”If you can't beat them, buy them.
For years, a little-known company called Tooling & Equipment International (TEI) has helped Tesla (TSLA.O) push back the frontiers of "gigacasting", the process it pioneered to cast large body parts for cars in one piece to save time and money.
Until 2023, that is. TEI is now part of General Motors (GM.N) after agreeing a deal that may have flown under the radar but is a key part of the U.S. automaker's strategy to make up ground on Tesla, four people familiar with the transaction said.”
”With TEI gone, Tesla is leaning more heavily on three other casting specialists it has used in Britain, Germany and Japan to develop the huge molds needed for the millions of cheaper EVs it plans to make in the coming decade, the four people said.”
If this has been posted, sorry to bother you.
If I am not mistaken, Tesla bought a robotic company a few years back and the owner was, well not happy, when all other businesses was shifted to Tesla only.
If I am not mistaken also, was there not a lot of discussion about gigacastings on site at Tesla factories?
If this is really an issue, I’ll bet there is a plan to keep the energizer bunny running. Now, that said, the world of FUD can/will have fun ~ hopefully not at our expense. If I were a legacy automaker, I would be worried. This world is not for amateurs.
Cheers
Reuters, “Exclusive: GM snatches key Tesla gigacasting supplier.”
”If you can't beat them, buy them.
For years, a little-known company called Tooling & Equipment International (TEI) has helped Tesla (TSLA.O) push back the frontiers of "gigacasting", the process it pioneered to cast large body parts for cars in one piece to save time and money.
Until 2023, that is. TEI is now part of General Motors (GM.N) after agreeing a deal that may have flown under the radar but is a key part of the U.S. automaker's strategy to make up ground on Tesla, four people familiar with the transaction said.”
”With TEI gone, Tesla is leaning more heavily on three other casting specialists it has used in Britain, Germany and Japan to develop the huge molds needed for the millions of cheaper EVs it plans to make in the coming decade, the four people said.”
If this has been posted, sorry to bother you.
If I am not mistaken, Tesla bought a robotic company a few years back and the owner was, well not happy, when all other businesses was shifted to Tesla only.
If I am not mistaken also, was there not a lot of discussion about gigacastings on site at Tesla factories?
If this is really an issue, I’ll bet there is a plan to keep the energizer bunny running. Now, that said, the world of FUD can/will have fun ~ hopefully not at our expense. If I were a legacy automaker, I would be worried. This world is not for amateurs.
Cheers
Nope. Just a friendly advisory. Have a lovely night.
Honestly it's not so friendly and instead rather cryptic. Why so secretive? If it will be "in the news" then it isn't insider info or anything you are under an NDA for, so why not include it in your original post then?
Feels like attention seeking to me, sorry to say. What a strange post to see here on these forums.
Or they work on the hill and knew the government spending bill was going to go through.Honestly it's not so friendly and instead rather cryptic. Why so secretive? If it will be "in the news" then it isn't insider info or anything you are under an NDA for, so why not include it in your original post then?
Feels like attention seeking to me, sorry to say. What a strange post to see here on these forums.
Yet again not something that merits “a wild ride” though.
I‘m guessing it is related to Elon‘s posts on X and not wanting to open a can of worms in this threadHonestly it's not so friendly and instead rather cryptic. Why so secretive? If it will be "in the news" then it isn't insider info or anything you are under an NDA for, so why not include it in your original post then?
Feels like attention seeking to me, sorry to say. What a strange post to see here on these forums.
2daMoon
Mostly Harmless
That's pretty much what I was describing. Either they see the advantage or they go the way of the Dodo.
Except Tesla wouldn't build the factories for the legacy partner, nor produce everything for them, just help them with the technical details and strategies for doing it themselves. (teach a man to fish and all that)
The more people that learn how to think the way Tesla people do, the better the world will be.
The facility would be under license with a Tesla support contract (and team) to help them use the manufacturing tools most effectively.
Once they have put some effort into getting a vertically integrated factory online, license them to build their own Tesla drive trains, (motors/battery packs/inverters/etc.), and other parts that would be needed to use the Tesla OS, FSD, etc.
The legacy OEM can then take all the Tesla items and integrate them into their own style of vehicles.
Ford is the only one I could imagine getting on board with this at this time.
I mean that’s already on CNNs homepage so it’s not really a tomorrow item.
Starship launch license approved
/cloudfront-us-east-2.images.arcpublishing.com/reuters/LFE5D2CL6NNL3O4YA5IXKB6QP4.jpg)
www.reuters.com
US FAA okays SpaceX license for second launch of Starship Super Heavy
The U.S. Federal Aviation Administration on Wednesday granted Elon Musk's SpaceX a license to launch the company's second test flight of its next-generation Starship and heavy-lift rocket from Texas, the agency said.
www.reuters.com
Buckminster
Well-Known Member
mars_or_bust
Member
Nah, I suspect Tesla will be more than happy for most of the opposition to go bankrupt. Remember, if GM for example survives, so does the UAW. Destroying the UAW, and the associated communist/mafia manifesto, does a lot more for the mission than keeping GM alive.
Well it's tomorrow here already, I don't see anything of particular note in the newsfeeds, I've scanned the main Tesla Twitter feeds and checked the TSLAQ cheerleaders, but nothing to seeNope. Just a friendly advisory. Have a lovely night.
This chart would be more useful with historical context and showing both loans and leases. Further, those shares and specifically cash sales are highly variable by brand and model. Other things remaining equal higher priced models are more often leased and paid by cash. These data are also deeply variable by geography and demographics. Most of my data is proprietary but…I’ve just requested Statista sourcing permissions, where much data resides on this and auto markets generally, plus a plethora of relevant data on a wide variety of subjects.
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