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Proving it can be done and others actually doing it are two different things. I have little faith in those who copy actually having a stable, reliable, and affordable network.

True enough.

Eventually, there will be more charger brands who are capable. Just like fuel station brands are considered superior to non-branded stations.

Some of them will be running Tesla equipment, on the Tesla network, rebranded. Like Ford and BP have done already with Tesla chargers.

This is a better path for Tesla to maintain their dominance by selling the same reliable experience under a variety of brands.
 
But, but Tesla factory working 80hrs to produce MQ, the 25K car. Balance will then tilt for the masses... EV's will no longer be a rich person car
Touché!
There's always some tax to invent and fact to spin. It could come in many ways, but thinking Grid Hog might stick, Fed tax at all Charging Stations. These crooked folks are quite smart.

Edit: Maybe not if private and proprietary. 👁️‍🗨️
 
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Innovators dilemma playing out perfectly for GM

the walking dead companies get rid of all but their most profitable products (ICE pickups/SUVs) enter CT then they eventually go bankrupt

I hope the IRA credits are repealed in particular the Hybrids credits .. this keeping these OEMs afloat ...
 
I'd be a moron to firmly believe I should keep a stock I strongly feel will go down for an extended period of time.
That's true, unless....

Unless you also see the company about to release a transformative product that could catch the wild attention of the market. V12.4, with hands-free FSD could do the trick. Or maybe it's the first OEM deal. Or maybe it's a demo on 8/8.

We don't know when the street will finally say, "Wait a minute. This is real." But when it does, I don't want to be out of the stock.

(And btw, it's when, not if)
 
BESS in China going below $100/kWh, system level, not cell




IMG_7098.jpeg
 
Forgive me if this has already been theorized (lot to cover in the thread these days), but could one reason for the dismantling of the Supercharger team (or subteam), be that RoboTaxis will require a simpler "centralized hub" model of superchargers (i.e, fewer, large locations vs. many smaller locations)? I could be entirely wrong on this, but I assume larger metroplexes could definitely have "high traffic" areas where big hubs would be used...and supercharging is just one element of those hubs (which would also include service, detailing, etc.). Here in the Dallas area, I'd put one of those near DFW airport as an example.
Your post needs more love. I've been processing this possibility ever since you posted, thanks.

One question I'm still pondering was whether the ideal Charging Hub isn't a different design and layout, and including the Robotaxi battery type in terms of charging rate and voltages. It's a whole new use case and old design may no longer apply. First off, the slab layout could be useless in favor of a more drive-through layout. Need some IEs on this one. The charging/cleaning will be part of the Factory.

And to answer my own question on taxes, the Fed might find it more challenging to tax a private company. So the Charging Hubs could be self funded, private RT use only, maybe new tech or batteries, different design for max throughput, uninhibited by slow-charging vehicles.
 
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Well, then Tesla should stop making EVs too. They have proven that it can be done, and done profitably. They have even opened their patents to make it easier... Same for energy storage.

Maybe I'm not getting this idea across very well.
Do you think I am saying that Tesla should stop making chargers?
If so, you haven't understood what I meant to convey.

I do think that the Supercharger network is mature enough now that expansion can be slowed down a little and be done more strategically. But I don't want Tesla to get out of the business or stop expanding it.

Tesla shouldn't even consider stopping any of what they are doing until a lot of competitors are actually doing it at scale, reliably, and profitably. (In other words: likely never. ;) )

Agreed. Tesla should increase their manufacturing of easy-to-install Superchargers and sell them like hotcakes! Along with service and network access for payment that nets residual income for Tesla and whomever purchased them for installation.

This doesn't mean letting others manufacture them, or letting others provide the maintenance or the payment network.

If someone buys a Tesla Supercharger 3-pack they must use the Tesla network and contract for Tesla maintenance on those chargers. Like Tesla does with Megapacks. A working model like they use for selling Megapacks to third parties will offer expansion and profits for Tesla the same way.

This model could grow the Supercharger network at a faster rate than Tesla was able to before.

Hence, the part of the team wrangling land lease/purchase, permits, contractors, etc. being given their walking papers, but NOT the other teams who will be needed to manufacture and support this more efficient model for expansion.

If Tesla makes their suite of charger/network/service available in a way that provides a short installation payback period (5 or 10 years?), gleaned from a margin of their site's transaction fees, local entrepeneurs will come running to get some of that action.
 
Unless of course, Musk knows that things are going to get real real bad, and he doesn't foresee a need to build more SCs for a long time because he believes that current existing SCs will be underutilized for the foreseeable future. Now that is real scary for us investors, if true.

This job cut will lead to manufacturing more Superchargers, not less. They were let go because that system couldn't grow fast enough.
 
Keeping those OEMs afloat was always the purpose of the IRA EV tax credit.

I've seen this claimed a number of times, but don't see how it's supported by... anything?

The OEMs have thus far captured a very tiny fraction of all IRA money-- Tesla has captured the vast majority of it.

Right now the full $7500 is only available, excluding Tesla and Rivian, to:

Acura/Honda for the one model that is a rebadged Chevy Blazer- volume will be TINY (deliveries just began)
GM- for the discontinued bolt, the Lyriq (tiny volume, only 5800 all Q1) and the tiny-volume blazer and equinox (600 total all Q1)
Ford F-150 Lightning- tiny volume (7743 units all of Q1)
VW- Various ID.4 trims, tiny volume (6168 units all of Q1).
And finally- the Chrysler Pacifica Plug in Hybrid- tiny volume- 7320 units all of Q1.
Combining ALL these gets you to 27,631 cars in Q1 across 5 different car companies.

Tesla sold 96,729 Model Ys alone in Q1 in the US.


How, exactly was or is it "keeping those OEMs afloat"?
 
Question is, how do you charge and wash the car at the same time? Waterproof Inductive strip? I bet you can.

Consider this: The longer the RT is needed for servicing, the bigger the parking lot needs to be which is both an added cost and a hinderance in the city where space is prime (or was at least).

No doubt in my mind someone at Tesla is working on a new type of Charging Factory, fully automated including vehicle inspection, tires, all of it.
 
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Jobless claims jump to a 9-month-high.... Great news, more people out of work....market likes this. 🤔

And this is why we are doomed
Weakness in the labour market is of course part of the intent behind the Fed hiking interest rates and is probably necessary to actually get inflation under control over the long term

Vehicle sales struggling, companies like Tesla laying people off en masse, etc are all part of that intent and could have been seen coming from a mile away especially as vehicles are the second-largest purchase most people make, often financed, and are one of the few items actually at the whim of interest rates. This is one of the big reasons people shouldn’t have been grossly optimistic a year or two ago, the writing was on the wall.

Tesla’s job cuts are likely absolutely necessary to maintain some semblance of the company’s bottom line, I think it’s as simple as that between the price cuts and labour costs increasing with rising wages.
 
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Bring on the dislikes. Cutting so deep on SC team is going to have bad ramifications for a long time. I have always cheered Tesla for every radical decisions they made. Removal of Lidar, pausing Mexico plant, change in direction on low cost Tesla, frequent price changes, no to Ads on fake media, the purchase of Twitter, axing 80% of Twitter staff, etc.. When you dig a little deeper, they all made sense to me.

But this one? just knee jerk decision.

I know the usual retorts - Musk knows better. He has a plan that will 'blow your mind'. Tesla is working on a tech that don't need charging at all. yada yada

Unless of course, Musk knows that things are going to get real real bad, and he doesn't foresee a need to build more SCs for a long time because he believes that current existing SCs will be underutilized for the foreseeable future. Now that is real scary for us investors, if true.
Or that a team of 500 people (that's massive) wasn't getting strategic goals done. Plenty of supercharger expansion, but it wasn't hitting the most needed spots. I enjoy road trips and I keep an eye on the map on supercharger.info.

For example, Phoenix has seen growth in multiple locations added on the west side. East side? Still iffy as to how far into satellite cities and the mountains you can go.

I'm not saying it was all bad, but it did give the impression that the team was grabbing the easy locations instead of digging in and getting into the needed gaps.

And 500 people. How does that effort need 500 staff?
 
Or that a team of 500 people (that's massive) wasn't getting strategic goals done. Plenty of supercharger expansion, but it wasn't hitting the most needed spots. I enjoy road trips and I keep an eye on the map on supercharger.info.

For example, Phoenix has seen growth in multiple locations added on the west side. East side? Still iffy as to how far into satellite cities and the mountains you can go.

I'm not saying it was all bad, but it did give the impression that the team was grabbing the easy locations instead of digging in and getting into the needed gaps.

And 500 people. How does that effort need 500 staff?
It depends on if this is just North America or world wide. I can see 500 people for world wide because you need people familiar with how each country does business. If it's just North America, 500 people shouldn't be necessary. At most one per state/province plus admin staff.

Yes, there are many places where Superchargers seem to be on every block and other places where they are more similar to hen's teeth. The voting for location doesn't appear to be working well. I received an email saying one that I voted for was going to be built. So far, not even a permit.
 
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Where might I find the best thread for the transition from TDA to Schwab?

Is there a checklist somewhere so I’m not overlooking anything?

Are multiple accounts (Traditional IRA, Roth, and taxed) accounts all showing up in Schwab? TIA
Don't know, my accounts are supposed to be moved this week. Fortunately, I have already voted because I understand it's a nightmare to vote your shares at Schwab. I'm also wondering if my open orders will get moved (I assume not, but who knows). Allowing this buyout was a great disservice to consumers, reduces competition. I suppose it fits the FEDs goal of creating unemployment.
 
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I've seen this claimed a number of times, but don't see how it's supported by... anything?

The OEMs have thus far captured a very tiny fraction of all IRA money-- Tesla has captured the vast majority of it.

Right now the full $7500 is only available, excluding Tesla and Rivian, to:

Acura/Honda for the one model that is a rebadged Chevy Blazer- volume will be TINY (deliveries just began)
GM- for the discontinued bolt, the Lyriq (tiny volume, only 5800 all Q1) and the tiny-volume blazer and equinox (600 total all Q1)
Ford F-150 Lightning- tiny volume (7743 units all of Q1)
VW- Various ID.4 trims, tiny volume (6168 units all of Q1).
And finally- the Chrysler Pacifica Plug in Hybrid- tiny volume- 7320 units all of Q1.
Combining ALL these gets you to 27,631 cars in Q1 across 5 different car companies.

Tesla sold 96,729 Model Ys alone in Q1 in the US.


How, exactly was or is it "keeping those OEMs afloat"?
I didn't say it was going to work. It probably won't.
 
Or that a team of 500 people (that's massive) wasn't getting strategic goals done. Plenty of supercharger expansion, but it wasn't hitting the most needed spots. I enjoy road trips and I keep an eye on the map on supercharger.info.

For example, Phoenix has seen growth in multiple locations added on the west side. East side? Still iffy as to how far into satellite cities and the mountains you can go.

I'm not saying it was all bad, but it did give the impression that the team was grabbing the easy locations instead of digging in and getting into the needed gaps.

And 500 people. How does that effort need 500 staff?

Any time you are trying to negotiate for land, lease, electricity, city and county permitting, local contractors, etc. it is a really challenging and difficult process with all kinds of hidden pitfalls.

Okay, and the above is the best case when you are doing it as a local who already knows the ropes, the contacts, and the gotchas.

Now, imagine how many people it would require to try orchestrating this circus act, juggling new sites all over the country, maybe the world, from an office complex that is remote from the actual location.

How many sites were they working on at any one time? Tens? Hundreds?​
How many specialists were needed for the different aspects that each site shared?​
How many sites could each of those specialists juggle at one time?​

You can add to all the above:
countless hours being spent on the phone and computer,​
sometimes only to find out you are talking the wrong person, or, worse yet,​
multiple people traveling to the location, some doing so multiple times, incurring the delay and costs that contributes​
the time spent coordinating between team members working shared aspects of several projects​

This is likely a fair description for the group who were let go. They were likely doing a near impossible task as well as they could. It was just very inefficient due to these challenges. I'm surprised they were doing it as well as they did with so few people.

If Elon were to see something like this as a bottleneck, despite these people doing the very best they could be expected to do, and compared it to managing the Megapack sales and deployment (remember Elon saying, "I can have that installed in 90 days, or its free"), what would he see as a way to streamline the process?

Maybe, applying the knowledge and techniques that are more efficient for Megapacks to the Supercharger expansion program could have crossed his mind.

Maybe he has some other idea in mind. Who knows?

No matter what, Elon saw a way to get around this bottleneck, and acted decisively.
 
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