We Charge Volkswagen’s new charging service has over 150,000 public charging points
Why you gotta go and make things so complicated?
Why you gotta go and make things so complicated?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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Buckminster
Well-Known Member
Do you need to add up everything vertically to get your total cost or is this pick and mix?We Charge Volkswagen’s new charging service has over 150,000 public charging points
Why you gotta go and make things so complicated?
UkNorthampton
TSLA - 12+ startups in 1
Tesla.. was production constrained on batteries.. now production constrained on vehicles? 'send me all your nickel' and 'buy our powerpacks'.
It must be tedious for Elon to have to wait for a new giga, tera or peta factory to be built. I mean it takes a year give or take.
Better that the coachbuilders (I mean OEMs like Mercedes-Benz) just package the powertrains and software and reduce wind noise, add buttons and make the doors clunk nicely with a badge that keeps some happy.
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RobStark
Well-Known Member
In the brands ranking, we have the most balanced race in the history of this ranking, with none other than 4 brands with 9% share (Tesla, BMW, Renault, Volkswagen), with Tesla hanging on to the throne by a thread (well, 489 threads...which are the number of units that separate Tesla from the #2 BMW), with only 1,155 units separating the #1 Tesla from the #4 Volkswagen, while Volvo (8%, up 1%) is rising, so we currently have five manufacturers running for #1...
Finally, looking at the plugin rates of these brands, there are some interesting numbers, if Tesla is of course easy to see, 100%, the others show different pictures: BMW (13%) and Renault (10%) show moderate electrification rates, Volkswagen (6%) is below average, so the ID.3 is badly needed, while Volvo is the progressive force among these Legacy OEMs, with a 25% plugin rate, but there are other established makers with higher electrification rates, like Porsche (31%) or the French Luxury brand, DS (33%), with both profiting from the advantages of being small companies and therefore agile, proving once again what the Dinosaur theory says:
"In stable times, it's good to be big, because of scale, in disruptive times, it's good to be small, because you can change faster."
EV Sales: Europe June 2020
I think it is an error to place Etron in the same class as Model S but certainly Taycan belongs there.
UkNorthampton
TSLA - 12+ startups in 1
Core Truth: I know where there's loads of Nickel
"When magma sits in underground chambers, slowly cooling over thousands of years, heavier elements sink. These elements, including copper, chromium, iron, and nickel become concentrated at the bottom"
" large igneous provinces (LIPs); such places are sources of nickel, copper, titanium, iron, platinum, palladium, and chromium.[4][23] Mars's Tharsis region, which contains a group of giant volcanoes, is considered to be a LIP"
Plus nickel-iron meteorites.
Ore resources on Mars - Wikipedia
Oh while I'm at it - palladium element is not needed for plaid-ium project.
If anyone take this offer it will still take years before we see any cars on the road. Designing a new car takes time. And they would have to design a new car. Putting Teslas skateboard under any existing car bodies would not work as it would not fit.
That said I hope this happens eventually.
And a new video from Jeff Roberts over in Texas:
Buckminster
Well-Known Member
Tesla recruiting manufacturing staff for Roadrunner in Freemont:
Elon Musk: Tesla is open to supply software, powertrains & batteries to other automakers - Electrek
Elon Musk: Tesla is open to supply software, powertrains & batteries to other automakers - Electrek
https://twitter.com/lebeaucarnews/status/1288425412977217536?s=21
Morgan Stanley analyst Adam Jonas raises $TSLA price target to $1,050 from $740 with a bull case target of $2,500.
Morgan Stanley analyst Adam Jonas raises $TSLA price target to $1,050 from $740 with a bull case target of $2,500.
This shouldn't have been a surprise because Toyota has always disliked batteries (with no ICE to back it up). They derided the RAV4-EV by calling it "the battery carrier". They are still fixated on hydrogen as can be seen by their styling with the large grills required for hydrogen vehicles.
OMFG, for a short while there, $TSLA was trading below AJ's price target. Who woulda thunk it?!
Edit: whoops, thought AJ's target was $1500, my bad... thought I read that somewhere, or wishful thinking, I guess.
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More overall, not a chance. More in a shorter time frame, perhaps. (it's faster to build a skateboard than an entire car.)
Soon, AJ will start issuing PT ranges in orders of magnitude (e.g. 5*10^2 - 5*10^3) with monthly updates, rather than specific numbers. Just to slightly reduce the chance of being wrong on his bull case.
j6Lpi429@3j
Closed
VWs charging fees are a joke. Is this deliberate sabotage by them? I dont have to pay a monthly fee to use a petrol station. Whats the flipping difference?
Idiots.
Idiots.
Dealerships will become less important as they start to go out of business. Every Tesla sold is one less profitable car for dealers. Right now it's the manufacturers that are hurting, but soon it will also be the dealerships.
Frankly, the only way Sandy would know the cost per kWh for Tesla is if he had internal info from Tesla's battery suppliers. Considering Tesla's very tight battery supply chain (it's typically a few hundred meters N-S inside the Giga Nevada, at the moment and for the past 3 years), I doubt he has that info. It would seem he simply looked at the average cost of cells for that general quantity of battery cells order for that chemistry back in 2018 vs. in 2020. He himself admitted during the Model Y teardown that the cells in the Y are identical to the cells in the 3, but the pack architecture (specifically, assembly materials) changed somewhat. It doesn't mean Tesla is paying that much more currently for the Model 3 packs than for the Model Y packs. It also doesn't mean the numbers Sandy mentioned are accurate with any relevant degree of accuracy. In fact, nobody outside of Tesla and Panasonic knows the real cost of battery cells, and only Tesla knows the cost of the battery pack. The only possible insight we may have on Tesla's battery costs is the market price for raw minerals. That's it! And the cost of raw materials is just a fraction of the total battery pack cost per kWh.
Looking more like $1600, not $1500, would be the red line for the Market Manipulators this week. Unless they don't mind being assigned puts, that is, maybe this is OK so they have some shares to delta-hedge without impacting the SP:
Sorry, but the two Teslas I have purchased (over the last seven years) indicate that Tesla does not lag behind in fit or finish.
ThisStockGood
Still cruising my Model S 70 2015
I dont agree. Have owned a Model S since 2015 and I really love it. Came from an Audi A4. In terms of fitting and finish it did overshine my Model S. Just the soundproofing of the doors in Audi and the sound when it closed made my day that time.
... but no doubt I prefer Tesla over Audi today for so many reasons. I guess my preferences just changed almost instantly after trying a Tesla for the first time.
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