Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[Cyber_Dav]

that could be the safe interpretation that it is one factory in Central USA.

However, it is weird to say that Y production is only for the East Coast so i still think he's talking about two factories.

Not sure how you reach that conclusion. One factory (Fremont) on West coast making cars for West coast, one factory in the middle of the country making them for the East coast. Makes perfect sense, cuts down on transportation costs and time.

My vote for Tweet interpretation, one factory, two production lines.

 

[JustMe]

Hmmm, Lexus comes in 23rd.

Ouch! That’s no fun...

 

[EV forever]

TechCrunch says Elon is scouting Nashville
Tesla is eyeing Nashville for Cybertruck gigafactory — TechCrunch

edit: Appears to be mostly speculation
Quote “Musk didn't provide further information in the tweets. However, a source with knowledge of the talks said Nashville is on a short list of contenders.”

 

[mickificki]

 

[UCF3]

The tweet about Cybertruck giga and searching the central US is just a form of pressure he’s applying to Texas. It appears they are interested in building it outside Austin, but they want concessions. If Texas won’t budge then Tennessee, Oklahoma or Missouri will do fine

 

[dc_h]

The tweet about Cybertruck giga and searching the central US is just a form of pressure he’s applying to Texas. It appears they are interested in building it outside Austin, but they want concessions. If Texas won’t budge then Tennessee, Oklahoma or Missouri will do fine

Wisconsin has a big site for Foxconn that failed to materialize. Great school in Madison and great state. Austin is hard to beat and nothing says truck like Texas. SpaceX is already in Waco as well, which is close to Austin if they want to have an AI site and a plant.

 

[Unpilot]

Tesla went from having the 4th string people talking to them...now states will fight to have them come set up shop.

 

[Oveeus]

As far as Giga's location goes, I agree that Elon is shopping around and sending pressure to Texas.

However, I don't think that's the main idea. Giga locations are usually very logistic focused. If Giga Buffalo will start producing cells, I'd put my money on anything that has a manageable (time) direct HWY access to Giga Buffalo... namely PA, and OH. (NY could be one, but I doubt much more incentive with Giga Buffalo already in place) Because by going down further, it just adds on logistic costs for cells.

Of course, given Elon has said this is a CT Giga, they can just produce the needed cell right there. But then it still needs to consider logistic costs of the final product to their consumers. So, take OH for example, LG Chem/GM is going to build their Giga there. I wouldn't be surprised to have Tesla Giga in OH too for the sake of talent pool access and also bargain power with the state as it could team up with LGChem/GM to lobby.

 

[EV forever]

So freaking tired of Business insider repeating the same FUD statement in all its articles. Really? You still think Tesla is struggling to produce vehicles?
I refuse to link it. Here is a screenshot

 

[lafrisbee]

This is too funny. Lexus dealer spams Tesla owners: 'You've had your fun, now it's time for zero compromise' - Electrek

No thanks, too busy still having fun with my Teslas. I'll trade my S in for a Y though.

OK ok. I've seen plenty of entertaining slants on this. But this will be an extremely effective ad to the two recognized target consumer groups. And both of those are in the majority as to one attribute. They BOTH never drove a Tesla.
The one is lexus owners. It reinforce their choice to drive a Lexus by dismissing the upstart. And the other group is those that have neither driven a tesla or a lexus but are going to buy one or the other.
It is NOT an ad designed to influence the tesla owner.

 

[Dr. J]

Sure, but now it's a competition. With like, 20 other states.

Elon Musk Says Incentives, Costs Will Influence Site of New U.S. Tesla Factory

Tesla Inc.’s decision on where to build a new U.S. automobile assembly factory will be influenced by state incentives as well as access to a large workforce and low logistics costs, Chief Executive Elon Musk said.

 

[lafrisbee]

As to where he likes dropping gigaplants. I see a trend of them being in LARGE population centers. The outlier being Nevada..they gave him a great concession package, and there is the las vegas thing.
I see the strategic play of having a strong influence on the National Government (Senators/congressmen) to make autonomous driving a national issue as well.
So my money would go with a densely populated area...probably sharing a border with another influential state So workers and state economies of both states are favorable to Autonomous legislation....and car sales.

 

[Pezpunk]

Elon Musk Says Incentives, Costs Will Influence Site of New U.S. Tesla Factory

Tesla Inc.’s decision on where to build a new U.S. automobile assembly factory will be influenced by state incentives as well as access to a large workforce and low logistics costs, Chief Executive Elon Musk said.

as it should. It’s only logical to exploit the primary benefit of the concept of choice.

 

[Dr. J]

Another journalist that doesn't get it:
Here's Why GM's New Battery Technology Is a Very Big Problem for Tesla But Good for Customers

"GM's announcement last week that it's working on a new type of battery technology with increased flexibility and capacity is bad news for Elon Musk's company. And it's not the fact that GM's new battery is larger than anything currently in production at Tesla."

 

[Dr. J]

as it should. It’s only logical to exploit the primary benefit of the concept of choice.

I'm guessing Texas will offer at least as good a deal as China did for the Shanghai factory, and other states will do even better. Free everything: land, roads, utilities, etc. I'm not sure Texas will allow direct sales, though.

 

[ninpb]

That would be my guess. The dealer association has the legislators in their pocket at the present time.

Kill two birds with one battery cell. Texas legislators want jobs created? Bend the knee and stab the dealer's association in the heart.

 

[TheTalkingMule]

I guess the silver lining of Biden wining Michigan is the market should be through the roof tomorrow. Grab up those Wall Street, healthcare, and insurance stocks!

 

[mickle]

Kill two birds with one battery cell. Texas legislators want jobs created? Bend the knee and stab the dealer's association in the heart.

This still leaves the Semi factory location unknown, and no plan to build something new. Maybe Reno or Lathrop?

 

[capster]

Tesla Model Y loses another rival after BMW cancels iX3's US launch

The legacy auto execs must be ecstatic they can play "The dog coronavirus ate my homework" card for their EV offerings.

 

[Causalien]

Elon Musk Says Incentives, Costs Will Influence Site of New U.S. Tesla Factory

Tesla Inc.’s decision on where to build a new U.S. automobile assembly factory will be influenced by state incentives as well as access to a large workforce and low logistics costs, Chief Executive Elon Musk said.

Put it in Ohio please!!!!