Mokuzai
Member
Thanks! Ahh reddit...the vast expanse. I’ll give it a shot.
US Plugin EV Sales 2012 to Present : Tesla
And thanks to those promoting the tweet! I’ve never seen this much activity on my phone.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Thanks! Ahh reddit...the vast expanse. I’ll give it a shot.
US Plugin EV Sales 2012 to Present : Tesla
And thanks to those promoting the tweet! I’ve never seen this much activity on my phone.
That’s the definition of exponential growth.
Fact Checking
Well-Known Member
Thanks! Ahh reddit...the vast expanse. I’ll give it a shot.
US Plugin EV Sales 2012 to Present : Tesla
And thanks to those promoting the tweet! I’ve never seen this much activity on my phone.
/r/Tesla is a small sub with ~14k subscribers.
/r/teslamotors is the primary sub-Reddit for Tesla news, with 460k subscribers - I'd suggesting posting it there too.
oh my.. this is so COOLL..Thanks! Ahh reddit...the vast expanse. I’ll give it a shot.
US Plugin EV Sales 2012 to Present : Tesla
And thanks to those promoting the tweet! I’ve never seen this much activity on my phone.
Fact Checking
Well-Known Member
That was my guess: Jerome is an engineer at heart, and top people like Jerome can basically get any job in the industry, and beyond a certain net worth many will pick their dream job over maximizing income/power/responsibility/impact.
If Elon is smart he allowed Jerome to shape his own responsibilities within Tesla, and I'd be surprised if being involved in sales/service management too much was an automotive engineer's top choice: it's too multi-threaded, to chaotic, too interpersonal.
So let Elon be Elon and let Jerome be Jerome.
Mokuzai
Member
Ahh thanks. Posted there too.
US Plugin Sales 2012 to present : teslamotors
Side note, apparently now Dana Hull follows me on Twitter. Not sure how I feel about that.
Fact Checking
Well-Known Member
Agreed, except the last part: it seems unlikely to me that they'd decide to stop ALL factory tours if just 'empty space' and 'warehouses' were upgraded, right? I.e. the upgrades could be extensive and must be affecting significant parts of the old factory tours.
Note that the decision to extend Fremont for the Model Y likely came with a decision to not extend Gigafactory 1 just yet - and factory space is a limiting factor of 'easy expansion' of the Panasonic side at Gigafactory 1. Which likely triggered complaints from Panasonic and those leaks to Japanese media ...
The one thing Panasonic cannot do at Gigafactory 1 is to expand it against Tesla's wishes. They own their own factory lines and lease the space, but they cannot create new space. Hence the unhappiness about Elon's decision to force Panasonic to improve GF1 efficiency (i.e. upgrade the existing cell production lines instead of installing new lines).
The other motivations to build the Model Y at Fremont:
- It's probably lower capex than building at Gigafactory 1 which requires new construction from grounds up.
- It's probably faster to get initial Model Y production going, as much can be shared with Model 3 and S/X production.
- The labor market is much larger at Fremont while really strained in Nevada.
- I think the original plan was to share Model 3 and Model Y production to be able to load-balance demand/supply like they do with the Model S/X. By doing this in Fremont it's the prototype factory again - which then gets replicated in Shanghai and the other GF factories.
Huh... I just noticed this: when looking through inventory, on the Model X side only Model X Long Range is shown as having Free Supercharging. The 75D's and the one Ludicrous Performance model don't have it listed. Site bug or actual policy? I checked the S side of things, and they all seem to have free supercharging, regardless of spec.
I'd say it also makes more sense to have S/X and 3/Y at Fremont and lower volume "special" product lines like Semi and Roadster at Giga. If the cars share parts, make them at the same place. Now when the Truck comes, production location may depend on the platform as well. If it is based on the Semi like the early sketches, Giga makes sense.Agreed, except the last part: it seems unlikely to me that they'd decide to stop ALL factory tours if just 'empty space' and 'warehouses' were upgraded, right? I.e. the upgrades could be extensive and must be affecting significant parts of the old factory tours.
Note that the decision to extend Fremont for the Model Y likely came with a decision to not extend Gigafactory 1 just yet - and factory space is a limiting factor of 'easy expansion' of the Panasonic side at Gigafactory 1. Which likely triggered complaints from Panasonic and those leaks to Japanese media ...
The one thing Panasonic cannot do at Gigafactory 1 is to expand it against Tesla's wishes. They own their own factory lines and lease the space, but they cannot create new space. Hence the unhappiness about Elon's decision to force Panasonic to improve GF1 efficiency (i.e. upgrade the existing cell production lines instead of installing new lines).
The other motivations to build the Model Y at Fremont:
So I think it's overall a good call. There's free space at Fremont.
- It's probably lower capex than building at Gigafactory 1 which requires new construction from grounds up.
- It's probably faster to get initial Model Y production going, as much can be shared with Model 3 and S/X production.
- The labor market is much larger at Fremont while really strained in Nevada.
- I think the original plan was to share Model 3 and Model Y production to be able to load-balance demand/supply like they do with the Model S/X. By doing this in Fremont it's the prototype factory again - which then gets replicated in Shanghai and the other GF factories.
One thing that crossed my mind reading your post was that if S/X will truly get a big cosmetic upgrade, this might indeed be the right time to build a brand new production line for them in the new extended space. They could leverage Model 3 learnings and, depending on how deep these changes go, how much money they are willing to spend, try and increase the % of common parts between S/X and make the body more ready for automated assembly.
Then they would build the new Y line in place of the current S/X line.
EVNow
Well-Known Member
Long ago, before Q1, when I suggested they should share 3/Y for mix balancing it was a very unpopular idea. Q1 has changed a lot of minds. Happy to see Tesla do this. ESP. when they have a GF in EU, they won’t need all that capacity of two separate 3 and Y factories.
If they had more money they could be building GF4 and semi & pickup factories now.
CalX
Member
I was just replying to @Remus theory around why Elon is so axed on AP at the moment. It's amusing to think of any conversation where someone else is telling Elon what to do and he would accept it. Kind of like Tywin sending Joffrey to bed.
Carl Raymond
Active Member
Somebody asked “no guide rails, just autopilot?” And Elon answered “pretty much”.
Intriguing. I wonder what it has beyond vision and ultrasonics to avoid hitting those walls at 127mph.
Fact Checking
Well-Known Member
This is just a quick guess, but I think a high speed aerodynamic object passing through a smooth walled tunnel will passively keep distance from the walls: if it gets closer to any of the sides of the tunnel the pressure differential from the Bernoulli principle will pull it back center. I.e. a bit like a hovercraft (just a different principle).
I.e. it has physics on its side. Literally.
The most amazing property: the faster the object is, the stronger the stabilization force (!). It might even be impossible to hit the walls at high speed, unless the chassis (I almost wrote 'air frame'
) literally disintegrates.This would be absolutely amazing if true: wondering what @neroden thinks about this. I believe this is a big argument in favor of the safety of tunnels.
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stef
Member
This Jeremy guy is so entertaining... but right on point. His take on Jonas is perfect.
Oh how I enjoy hearing this. Now we just need solid executives to take over AP and Sales. Let Elon focus on the longer term initiatives.
Funny, I was thinking earlier today that once you start seeing Tesla in the parking lots of southern churches then it will have begun. No disrespect intended, but that demographic tends to be overly conservative, loyal/willing to evangelize a product, and very trusting of others in that social group. They are not typically your early adopters so your single data point is hopefully a sign that Tesla is moving slowly into the main stream. If true, demand should slowly start to rise organically.
Except Mad Max mode just changes aggressiveness overall. I use average and it still occasionally makes a speed based lane change to the right instead of left. I've seen more than one person make this claim that mad max is the only time it happens, but it's not.
Which I don't mind at all. There's a difference between passing on the right (or left!) in a dangerous fashion, and simply changing lanes and then proceeding to match that lane's speed. If someone is doing 50 in a 60 and both lanes on either side are doing 60, and there's a gap to your right, I don't see the "no passing on the right" law being successfully enforced if you get into that opening on the right and move with the flow of traffic.
Anyone who harps on a reasonable move to the right (and staying there) because it's a faster lane is being petty and just looking for excuses to criticize some one / thing's driving behavior. If you move to the right, accelerate well above everyone else's speed, just to move back left in front of the car you were behind, you're an asshole, regardless of whatever the law says.
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