Singer3000
Member
I am aware their stated goal was 1k/week solar roofs by end of 2019. But I don’t think there’s been more than a small handful of v3 installs has there?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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StealthP3D
Well-Known Member
Did it, by any chance, occur to you that Tesla must hire the people before they can train installation crews and ramp production?
I think the goal was actually more along the lines of:
"1k/week ASAP, but it's hard to predict the exact timing of the s-curve"
They definitely didn't announce publicly they were aiming to hit 1k/week by the end of 2019. I've been conservative in my own models, and estimated they'll hit this around the end of 2020, but there's a lot of room for Tesla to beat this. If they hit 1k/week by mid 2020, I'd be very pleased.
Singer3000
Member
Obvs. But the installation crews are nationwide hires, not in buffalo. Just seems like a lot of people for what we know is going on there. Some inverters and plugging in Chinese made PV cells into glass. But we know very little in truth, solar roof is still a massive black box of a product.Did it, by any chance, occur to you that Tesla must hire the people before they can train installation crews and ramp production?
StealthP3D
Well-Known Member
I imagine they have a training class that new hires attend before being sent in the field. Do you know that the training facility is not in Buffalo? And ramping production can involve installing and calibrating a lot of equipment. That takes workers.
You can assume the new hirees are a fraudulent report, or that Buffalo is a very, very inefficient operation in terms of employee productivity or you can assume big things are starting to happen there. One of them is the logical conclusion.
They are a small bright spot in a portfolio which is dumping like crazy. I should have bought more puts. Then again at this rate I could just buy a ton at open tomorrow.
LMGTFY. Mild hybrid - Wikipedia. Basically ranges from simple engine stop-start, through to regenerative braking and power assistance, but always uses the ICE to actually move the car.
That was me, misremembering something from years ago. We both owe Karen an apology... I already gave mine.
US health officials say human trials on coronavirus vaccine to start in 6 weeks
"...a vaccine may not solve 'problems in the next couple of months but it certainly would be an important tool that we would have.' He said it’s possible the virus will prove to be seasonal, thus likely to subside in the warmer months like the flu.
There are currently no proven therapies for the latest outbreak, which has killed at least 2,704 and sickened more than 80,200 people worldwide since emerging from the Chinese city of Wuhan about two months ago."
"...a vaccine may not solve 'problems in the next couple of months but it certainly would be an important tool that we would have.' He said it’s possible the virus will prove to be seasonal, thus likely to subside in the warmer months like the flu.
There are currently no proven therapies for the latest outbreak, which has killed at least 2,704 and sickened more than 80,200 people worldwide since emerging from the Chinese city of Wuhan about two months ago."
Oh cool... that and my Waymo story could get this moving again in the morning!
Buckminster
Well-Known Member
Sounds like Tesla will move away from solar panels. They are doubling down on the roof and will sell you a Chinese made panel if you really don't want the roof. The roof design combined with a team that that fit the roof quickly is a sufficient moat for the next decade (once consumers understand it).
Giga New York could be used to make Maxwell cells for East Coast and European Powerwalls, Powerpacks and Megapacks. With cells being made there, Semis and Cybertrucks could follow easily enough too....
Giga New York could be used to make Maxwell cells for East Coast and European Powerwalls, Powerpacks and Megapacks. With cells being made there, Semis and Cybertrucks could follow easily enough too....
Buckminster
Well-Known Member
Just received my notification for March delivery so not just performance models now. It appears that a white interior pushes you down the queue. I thought there would be limited deliveries to the West coast but it seems like it's widespread. Assuming that Model 3 deliveries are not affected, Model Y may have more of an impact on Q1 than I (most of us?) thought.
Buckminster
Well-Known Member
Might be useful for dumping all those excess ICEs over the coming years:
Giuliano Liguori on Twitter
Giuliano Liguori on Twitter
SageBrush
REJECT Fascism
I've been wondering why Tesla changed its mind overnight about more external capital funding. My two leading guesses for now are a cushion related to Corona; and re-tooling Giga-Buffalo, perhaps for Tesla battery production (as opposed to JV with Panasonic.)
Artful Dodger
"Neko no me"
Lol, my car alarm would luv that. And bet the neighbors of that parking lot would luv a whole yard full honking horns even more, all day and night...
Cheers!
SageBrush
REJECT Fascism
Yep.
GM tried out the mild hybrid waters a couple years ago. e.g. with the Chevy Malibu.
It was a failure for a couple of reasons: the EPA ratings were not improved enough over standard ICE to move the GM consumer given the extras cost of $1 - $2 thousand dollars, and people rejected the trade-off of no AC when the car was standing still. So far as I know, mild hybrids are also frowned upon in Europe for similar reasons despite the much higher fuel prices.
Yep I think company day is probably at Giga-Buffalo for a reason, and we know they are not showing off Panasonic panels..
Whether or not this relates to funding...I hope we see something a bit more exciting than Powerpoint...
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