Fun fact: just after opening to the public, the venue lost power and everything went dark. Except for the Tesla stand, apparently they had installed some powerwalls. The TV news covered the fact the power was lost, but not that the Tesla stand was the only thing still with the lights on.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Fact Checking
Well-Known Member
If PewDiePie is alt-right, he is hiding it pretty well from his young, liberal audience.
There were various controversies he was involved in, which were either slip-ups of his real political views, racism and bigotry, or genuine lapses of judgement. The alt-right also (predictably) tries to claim him - and he is distancing himself from them.
The content he is posting is creative, positive and highly influential.
RobStark
Well-Known Member
FYI Pewdiepie controversy last year.
Popular YouTube Streamer Promotes Anti-Semitic Channel
YouTube’s most popular user amplified anti-Semitic rhetoric. Again.
Popular YouTube Streamer Promotes Anti-Semitic Channel
YouTube’s most popular user amplified anti-Semitic rhetoric. Again.
I was wondering if they would:
Switch a production line to Model 3 using existing workers and robots.
Redesign the internals of the S/X to accept 2170, saving cell cost and shipping, while increasing pack density.
This would allow for greater production of M3 (including the base car?) and either more profit, or price reduction of S and X?
Fact Checking
Well-Known Member
That makes sense to me. As of now I do not know where they bring the 3s from to satisfy the demand for Europe and China.
Its hard to imagine that the demand in the US is all of the sudden and with no real reason reduced by 50%. Even if they worked though the backlog we have more variances in the US and the car is and will continue to be very popular.
And even if, we would talk about just 3k units and if its true what we heard then they plan to ship 3k alone to Europe. So what's about China? Whats about is true that in the last 7 days 10k 3s got the German bafa incentive alone.
Numbers do not match up for me...
From what I can tell, there were also a lot of FUDs about him from the "traditional media". He is branding all the youtubers and instagram influencer as the new media and that the traditional media find ways to discredit them as a group.Their conflicts come from the traditional media losing ads revenue to this new generation.
The claim that he is anti-Semitic are mostly quotes and jokes taken out of context. I've actually seen his videos reviewing books like Crime and Punishment, Brave New World and he came off as a genuine and a smart person to me.
An interesting note: One of those traditional media include WSJ.
Market action:
But ehh...If Elon Musk do host a "meme review" with him I can already see how all these "traditional media" gonna be branding him as friends of anti-Semites.
sundaymorning
Active Member
My take on the 75 being cut is that they are ramping up Model 3 production hard to compensate for this cut (which is why SX employees were let go). Reasons for the 75 being cut might be becuase Panasonic decided to sell the old battery equipment and form factor to Toyota. Panasonic did this becuase they realize the SX is likely approaching the end of its life cycle before Tesla refreshes the SX with the new batteries. This of course did not happen out of the blue, but instead Elon and Pana are likley in close communication about this phase out and Pana likely got the nod from Elon to gut the old batteries and throw Toyota a bone. I believe the increase of Model 3 production coincides well with shipments going to Europe and China, going from 5k to 6k then later 7k a week... this increase will likely more than compensate for the lost of 75kkwh car. This is likely the “efficiency” that Tesla said it has achieved, it is efficiencies in the model 3 production and not Model SX battery production that some here are speculating.
With the refresh likely coming, Tesla might have a very nice pile of old batteries lying around to build solely for the high end performance versions. Tesla might have enough batteries for the SX to carry through the next 2-3 quarters before it introduces the new refresh of S&X, which will then blow the Porsche specs out of the waters by a wide margin. EV competitors better pray my prediction isn’t true, because if it is, you will be looking at a monster increase in SX performance as well as interior/exterior design very soon.
With the refresh likely coming, Tesla might have a very nice pile of old batteries lying around to build solely for the high end performance versions. Tesla might have enough batteries for the SX to carry through the next 2-3 quarters before it introduces the new refresh of S&X, which will then blow the Porsche specs out of the waters by a wide margin. EV competitors better pray my prediction isn’t true, because if it is, you will be looking at a monster increase in SX performance as well as interior/exterior design very soon.
I think the only important point to remember here is: Germany has a relatively high ASP for cars $35K - so a MR/LR M3 is well within the reach of many buyers. (US is also high at $34K).
Add to that the fact that despite politics, many Germany are very environmentally minded (as well as fiscally prudent), and the desire for environmentally friendly transportation solutions here is very high. The anger against the Dieselgate Automakers is palpable - I know many people that refuse to buy VW etc, and also Diesel going forward. The WLPT test cycle has caused havoc. Real consumption data is making sales difficult....
So, while Tesla might find continued pressure here due to "Auto-Patriotism", EV as a whole should have a rosy future.
Fact Checking
Well-Known Member
Yeah, I agree mostly, except the live gaming incident last year, where he used the N-word on his opponent in anger.
That's not something you "accidentally" blurt out as a white guy...
Anyway, his shows/videos are definitely a positive force.
"X" % increase in Model 3 production from the previously X line.
Cheaper cells due to increased 2170 volume (S/X?)
50%+ of M3 production to Europe. (FUD's move back to "Tesla can't produce enough" narrative)
Some (all models) to China (possibly with dispensation of tarrifs due to the factory being in construction??)
Increased M3 numbers allow a few "base" cars to be produced sooner than expected.
(btw, expect either silence, or "Ah but" arguments from the FUDmuppets who proclaimed "Jaguar spanked Tesla in Norway" last month?)
Causalien
Prime 8 ball Oracle
There's no problem with pewdiepiepie being right wing. From what I've been seeing and hearing. The new generation after the mills are pretty sick of left wing politics. They are the young up and coming crowd so future ev owners.
The Toyota Panasonic deal is for prismatic (pouch) cells, not 18650.
I'm sure the factory would be suitable for conversion, although panaPanas may keep it for static storage production(?).
I think it's more likely that tTyota has made some progress in solid state and are looking for a stable partner, with expertise in pouch cell production, to finalise industrial scaling.
Note the Panasonic statement re production increase (80% in China)
I'm sure the factory would be suitable for conversion, although panaPanas may keep it for static storage production(?).
I think it's more likely that tTyota has made some progress in solid state and are looking for a stable partner, with expertise in pouch cell production, to finalise industrial scaling.
Note the Panasonic statement re production increase (80% in China)
Fact Checking
Well-Known Member
Revenue blowout is very unlikely at this stage - we should be happy if Q4 revenue is marginally higher than Q3 revenue. (If Q4 revenue is lower then every single media outlet will run with the story of Tesla sales collapsing, followed by a recap of S/X production being cut in half.)
Revenue blowout is unlikely due to the ASP reduction - and it goes hand in hand with profit reduction.
Best we can hope for Q4 is robust cash generation, but even that is not certain.
Note that Wall Street revenue expectations of $7.1b are possibly already a bit high. Q3 was $6.8b and Galileo projected $6.7b for Q4. The lowest Wall Street estimate is $6.0b.
So let's not get our Q4 revenue expectations get too high.
Not advice.
RobStark
Well-Known Member
Toyota uses pouch cells like all legacy OEMs.
Why would they buy this old equipment to make 18650 cells?
Several startups are using 18650 or 2170/20700.
It seems legacy OEMs are against using cylindrical cells because it is a tacit admission Tesla is the leader.
I agree, although it's possible that the reason OEMs favour pouch cells is a belief that solid state cells will use that format, making transition simple?
This may explain the Toyota/Panasonic venture?
RobStark
Well-Known Member
I doubt any major company is 5+ years ahead of any other with regards to solid state.
Battery scientist move around and talk to each other. No one is that far ahead without word leaking out.
Toyota said in 2018 they are about 5 years away from commercialization of solid state batteries.If they give an update this year I am willing to bet they say they will likely start production in 2024. And next year in 2025.
RobStark
Well-Known Member
No,OEMs favor pouch cells because they are run by mechanical engineers.
Mechanical engineers have a bias toward the least number of parts.
They see 250 pouch cells or 7000 cylinder cells, they will choose the 250 part option.
Lowering the number of parts in a car has been key to cost reductions.
But they did say they expect the venture to yield production sufficient for 1 million EV's.
That's a large commitment for a company that has previously been an advocate of the "fool cell"?
It seems to fit that if they had an embryonic product, 9-12 months conversion and test production, another 9- 12 months field testing in vehicles, puts us at early 2021... Ready for a vehicle launch?
Then ramp battery production to suit?
That's a large commitment for a company that has previously been an advocate of the "fool cell"?
It seems to fit that if they had an embryonic product, 9-12 months conversion and test production, another 9- 12 months field testing in vehicles, puts us at early 2021... Ready for a vehicle launch?
Then ramp battery production to suit?
Possible, but if they *know* a next generation product is coming, the battery OEMs would be reluctant to build in one format, only to rip out the facilities after 5 (?) years.
If they can produce a 90% product, allow their customers to bring vehicles to market, then transition quickly and cheaply....?
The mediocre performance of some vehicles seems to back this up?
Surely those producers would demand the best performance (currently clyindrical?)... Unless they were promised a much better product that hasn't arrived in time?
What we're seeing seems to fit with the scenario of an earlier than expected jump to solid state.
Maybe.... Time will tell.
If they can produce a 90% product, allow their customers to bring vehicles to market, then transition quickly and cheaply....?
The mediocre performance of some vehicles seems to back this up?
Surely those producers would demand the best performance (currently clyindrical?)... Unless they were promised a much better product that hasn't arrived in time?
What we're seeing seems to fit with the scenario of an earlier than expected jump to solid state.
Maybe.... Time will tell.
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