I think that’s actually largely true but placing emphasis in a weird place. Sure, it is technically possible to devise a way to make an EV pollute more than a gas car. The simply solution is: don’t do that. Most of the US doesn’t get its electricity from coal, and I’d question how much of it gets it from 100% coal.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I think that’s actually largely true but placing emphasis in a weird place. Sure, it is technically possible to devise a way to make an EV pollute more than a gas car. The simply solution is: don’t do that. Most of the US doesn’t get its electricity from coal, and I’d question how much of it gets it from 100% coal.
I believe it's only West Virginia that is close to 100% coal--and even then you are better off in an electric car.
Doom and gloom ...
I am a believer.
I believe in Elon Musk.
I believe he wants to retire to Mars.
I know he needs shitloads of money for that to happen.
I know he sees Tesla as a way to some of that money.
I know he has this compensation plan that goes to $650b market cap.
I believe he will get what can be his.
$650b is SP above $3200.
So... STFU and buy the dip.
I am a believer.
I believe in Elon Musk.
I believe he wants to retire to Mars.
I know he needs shitloads of money for that to happen.
I know he sees Tesla as a way to some of that money.
I know he has this compensation plan that goes to $650b market cap.
I believe he will get what can be his.
$650b is SP above $3200.
So... STFU and buy the dip.
Radpioneer
Looking for my next car...... my first EV....
The media around the GF slowdown for batteries are not pointing out just how much market share Tesla has in global battery production. Slowing down isn't all that scary when you make, what, half the world's batteries?
But will they? Recently I heard from an expert on wind energy (and many other things) that windmill noise causes cancer!New vid
I love how they're cleaning and restoring the environment around the factory. It's going to be quite beautiful when it's done. Hope the Chinese government ends up setting up wind turbines there like in the pictures. What an ad for a clean future that'll be! :
Added 20% to my holdings...
5 shares?
Yet a company that doesn't blindly throw Capex on new infrastructure and insteads finds ways to gain efficiencies on it's existing infrastructure isn't growing in an even smarter fashion?
They have already met their current production goal, and are finding ways to do even MORE with that investment... in essence fueling growth with less CapEx.
Another example, the ginormous (read 'expensive") Schuler press they brought in: they immediately reworked it (increasing stroke speed, and optimizing conveyor layout) to gain something like a 15% increase in throughput with the same equipment and floor space. Would you rather they didn't do such things and instead just bought more expensive equipment when not yet needed?
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Radpioneer
Looking for my next car...... my first EV....
humbaba
sleeping until $7000
Slightly dated: I saw a claim that Tesla's security and alarm system had been compromised this year at pwn2own, but I can't verify it. What appears to have happened is someone tried to and had to withdraw their entry (didn't work out) and someone else compromised the infotainment system.
If anyone has more information about hacks on Tesla's security system I'd love to see it.
https://www.hackread.com/firefox-edge-safari-tesla-vmware-pwned-at-pwn2own/
Tesla car hacked at Pwn2Own contest | ZDNet
Pwn2Own Vancouver 2019: Tesla, VMware, Microsoft, and More
If anyone has more information about hacks on Tesla's security system I'd love to see it.
https://www.hackread.com/firefox-edge-safari-tesla-vmware-pwned-at-pwn2own/
Tesla car hacked at Pwn2Own contest | ZDNet
Pwn2Own Vancouver 2019: Tesla, VMware, Microsoft, and More
RobStark
Well-Known Member
Or you can make a great car and make small strategic advertisements.
So you don't have to have discounts up to $60k.
The choice isn't no advertising or a $3B advertising budget.
Instead of advertising, I would like to see leases. I've had 2 collegues who were in the market, liked TSLA, but didn't want to buy because of no lease and high APR for purchases. (I bought my SUV with like 0% interest ...)
Start reading about Argonne National Labs and the GREET modeling--even if it's too late for WSJ comment period. The comment you want to respond to comes up frequently in a variety of forums.
No additional information, but I believe they needed access to the car and it's ethernet port. I don't recall anyone doing a remote hack.
Hey guys, i just saw the full response from Tesla:
“Both Tesla and Panasonic continue to invest substantial funds into Gigafactory. That said, we believe there is far more output to be gained from improving existing production equipment than was previously estimated. We are seeing significant gains from upgrading existing lines to increase output, which allows Tesla and Panasonic to achieve the same output with less spent on new equipment purchases. However, we will of course continue to make new investments in Gigafactory 1, as needed. Most importantly, contrary to what is implied in this report, our demand for cells continues to outpace supply. It remains the fundamental constraint on Tesla vehicle and Powerwall/Powerpack production.”
That bolded line is key.
“Both Tesla and Panasonic continue to invest substantial funds into Gigafactory. That said, we believe there is far more output to be gained from improving existing production equipment than was previously estimated. We are seeing significant gains from upgrading existing lines to increase output, which allows Tesla and Panasonic to achieve the same output with less spent on new equipment purchases. However, we will of course continue to make new investments in Gigafactory 1, as needed. Most importantly, contrary to what is implied in this report, our demand for cells continues to outpace supply. It remains the fundamental constraint on Tesla vehicle and Powerwall/Powerpack production.”
That bolded line is key.
The only part of the invoice that is not zero cost is the 12V battery as part cost + labor cost:
omgwtfbyobbq
Active Member
I agree that it's somewhat optimistic. At the same time, being able to afford a six figure loss, while not great, is better than not being able to afford a six figure loss. I would love to be in a position where I could afford a six figure loss. I view any investment in a single company as a risky bet. A low cost diversified option, ala Vanguard, is what I would consider investing to be.
I'm certainly guessing about Tesla, but what they're doing smells to me like improving/adding/updating automation. I've worked as a systems analyst in business process automation for the past 6+ years, and there are two trends that have stood out to me. One is that automating processes tends to be harder, more costly, and take more time than people expect. The second is that when automation is in place, it tends to be more effective people expect it would be.
In terms of what Tesla has done and is doing, I think the tent was a great way to push more high margin cars out the door before the end of 18Q4, but I don't think Tesla's going to lean on it as a concept going forward. The significant drops in the 3's price and introduction of the SR version suggest to me that they've largely been successful at automating and optimizing 3 production.
The layoffs from the S/X production lines in the beginning of the quarter and increase in price suggested to me that Tesla was expecting to reduce the S/X production rates. While it's possible they knew in advance Model S/X sales would drop significantly because demand would drop, I think it's more likely they knew in advance Model S/X sales would drop significantly because production would drop, and the most likely thing I can think of that would contribute to that is updates to the S/X and those production lines by Perbix/Grohmann after they started winding down the work they're doing on the 3 lines.
Last but not least, Bloomberg's raw data suggests Tesla went from ~3k 3s/week to 6k+ 3s/week from January to present, which seems like odd behavior for a company having trouble selling cars. In that case I would expect them to produce more initially and then reduce production as it became obvious that demand was weakening. On the other hand, I would expect a company that was updating/improving their production lines to produce cars in that manner.
Don't get me wrong, demand dropping for Tesla's vehicles could be why they've reduced production, but this doesn't feel like that to me.
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Interesting that GF1 does not need physical expanding to accommodate Y manufacturing. If it did, Tesla would have started work by now.
I have to assume that the $285 labor&misc charge includes the $200 deductible for the ESA to cover the HVIL wire repair... Otherwise the labor charge is way too high. (Unless they don't cover corrosion under the ESA...)
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