Bonaire often comments on my tweets and is one of the less rabid members of $TSLAQ - hasn't actually implemented the block-list, sometimes comes with rational (although mostly incorrect) statements.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Bonaire often comments on my tweets and is one of the less rabid members of $TSLAQ - hasn't actually implemented the block-list, sometimes comes with rational (although mostly incorrect) statements.
Quotes from article: The company, part of a South Korean conglomerate known as SK Group, said the nearly $1.7 billion factory will open in phases and should reach its full jobs potential by 2025..... The new factory is expected to produce enough batteries to power 250,000 electric vehicles, or EVs, per year at full capacity.
When is Tesla going to build a battery plant to make battery cells for 250,000 BEV a year? I mean that the essential ingredient in the BEV revolution is the supply of lithium ion batteries..so this is a critical component. Why are there no equivalent Tesla press releases?
Oh, they did? Nevada? Three years ago? So how are these competitors going to "catch Tesla" if they need five years to build a gigafactory?
Is there any member of this forum that HASN'T ordered a CT? Seems a pretty huge uptake to me, more so than M3 and MY were.
As usual Tesla's only true competition is itself.
Everybody is too slow copying GF1's 35GWh capacity, so Tesla moves ahead to build 2,000GWh annual capacity itself. I can't wait until battery day when we get more details of Tesla's TWh in-house battery production plan.
I'm sure capex cost per GWh will be far far lower than the competition and GF1 too.
Alphacrux
Member
Off Shore
Off Topic Member
Krugerrand
Meow
Skeptical? Is that all?
No way in h e double hockey sticks are any Model Ys being delivered in 2019.
Crazy talk.
Krugerrand
Meow
I hope Tesla comes out with a CYBRTRK vehicle cover. Don’t want My Precious exposed to the elements.
JRP3
Hyperactive Member
I talk myself in and out of ordering multiple times a day.
Mike Smith
Active Member
I can't wait to see what effect cybertruck has had on orders for the current models. Tesla is the talk of the town, probably the hottest brand in the world right now.
Electrek is reporting that the first year of Mustang Mach-E production is limited to 50k cars and has been sold out. They also mention that they are allocating 60% of that production for Europe to help them meet the emission requirements there.
So it seems that at least for now the Mach-E is a compliance car. I wouldn't say Ford is taking a step in the right direction, but they have at least turned toward the right direction.
It doesn't seem like it is likely to hurt the Model Y sales much, if at all.
So it seems that at least for now the Mach-E is a compliance car. I wouldn't say Ford is taking a step in the right direction, but they have at least turned toward the right direction.
It doesn't seem like it is likely to hurt the Model Y sales much, if at all.
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It puts Elon's comments about producing the S for sentimentality reasons, explaining how the X is a Faberge egg (complext to produce), and down playing the importance of S/X sales in totality going forward. Dropping the Plaid powertrain into the X is relatively inexpensive compared to a full blown new X generation. What would get Elon's juices flowing, the present X or a new SUV based on the CT? Which would cheaper, easier to build and more profitable?
Then we have the S, with the Roadster rumored to have Carbon Fiber panels, will the next S share the roadster's platform? It would help lower costs some what and yield an untouchable Flagship performance wise.
Yes, in two to three years it will be interesting to see what happens to the S/X line. With the 3,Y and CT being such compelling products, we now understand Elon downplaying the S/X importance. Especially their effect on the bottom line.
I don't know why but this makes me think about Mark Speigal's bathroom habits
I'd like to see Tesla do the F-150 tug of war one more time. But this time using the most powerful AWD F-150 and start the tug of war on a steep incline. A video of CT pulling the Ford steeply uphill while it pulls downhill would be viewed world wide and leave Ford with that much more egg on their faces.
Thumper
Active Member
For the record. No CT for me. Just can't use a truck.
In theory I like Jan 22 leap calls most of all
keep telling yourself that every day for the next two years
I'm in the minority it seems. Haven't ordered and very unlikely to order it. I think it's cool but far too large for where I live.
humbaba
sleeping until $7000
I feel silly for not thinking of this before. Around here the issue is canoeing -- its always a pain and one reason some people still pay a place to handle the back haul. An FSD cybertruck either kills that business or the operator buys a cybertruck and puts it on the tesla network.
Caveat: even in two years it doesn't seem plausible that FSD will be sufficiently advanced. Tesla's autopilot can't handle some exits (one around Joplin, another going from 50 to 63 (Jefferson City heading south). The navigation says, "exit now" and autopilot stubbornly insists on not exiting. Okay, so those are very fixable (though they are outstanding since the inception) but the navigation system doesn't even know these back roads for river access even exist.
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