As someone who has a relative who works in the oil sands, I say the sooner they stop burning it the better. Insanity of fossil fools must end.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I still don’t see this as anything but a disaster. Two options:
1). The OEMs literally add nothing but bodies and seats. I see zero value added there. In fact, any radically different body styling could (I would think) require recalibration of the Autopilot because of different camera locations and visibility. And a body with bad aerodynamics would decrease range. Would Tesla really want their powertrain associated with vehicles that get crappy range?
2). The OEMs provide additional functionality to the "skateboard" such as unique cockpit displays, suspension, sound systems, HVAC, etc. in other words, the supply chain and software integration nightmare they are currently experiencing in their EV development. Tesla would have to supply unique software integration and OTA support to each OEM. No way.
in either case, Tesla would have to expand its service capabilities to cars partially built by other manufacturers.
Bottom line : Tesla prides itself on its vertical integration and total systems integration expertise. What you are proposing destroys both. They would lose control of the total vehicle quality. It would be neither easy nor fast.
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As well Tesla is cell constrained and may be cell constrained for perhaps the next 5-10 years, the best return is in using their cells in their own products.. any other solution is splitting the margin...
There is some potential for other automakers to use Tesla battery packs and motors, and some potential to license and sell other components... but that is Tesla supplying in house components unaltered in any way for a profit... that may or may not happen, but I'm finding it hard to imagine it happening with battery packs anytime soon.
Tesla energy will need a lot of cells that is also part of the 2TWh.
ruralectric
Member
OMG I want one.
OMG I want one. Multi coat red. I hope I can set it to make fart noises when I exhale.
Good job Tesla.
StAY sane people.
Even this requires the battery management and motor controller software, which once again would lead to Tesla software and OTA support for configurations outside their control. It would be like the continuous and unending Windows S/W updates and patches.
This is a terrible idea imo:
- Tesla's vehicle and energy businesses have both been severely battery constrained for a while now. Tesla could easily introduce the Cybertruck, Semi, and Roadster 2, and sell a ton more Powerwalls, Powerpacks, and Megapacks, if only they had more batteries.
- Most OEMs have shown an extreme unwillingness to transition to EVs, and are doing the bare minimum to comply with regulations, and in many cases not even that. Furthermore, the Taycan and ID.3 problems have shown that Tesla would be best off not relying on other OEMs to transition the world to sustainable transportation. Better to do it themselves.
- Working together with OEMs is going to create a lot of headaches and complications. It's so much easier to supply the batteries to their own factories, and integrate the batteries into their own products, than it would be to do the same for other companies.
I started to notice some of my friends are starting to become Tesla bulls. Many of them are trying to buy shares at 400. They weren’t really bears but more neutral on Tesla. I think they needed to be in my car enough to understand what I’m talking about. I think this may be a trend that will start to accelerate. Should bode well for sales and share price.
JusRelax
Active Member
Somebody mentioned it was a P3D performance upgrade of some sort? I didn't catch it though.
Seems logical, but that would no longer work. Tesla has become extremely integrated product. E.g. the battery heating cooling system is integrated with the cabin HVAC. Similarly motor control is integrated. Now technically they still could give the battery wihtout the HVAC system or a somewhat dumbed down system, but it no longer makes sense. There is clearly demand for traditional UI interfaced electric car, so their would be some merit, but the cons are overwhelming at this point.
RobStark
Well-Known Member
Honda Civics and Toyota Camrys are on traded in list of new 3 Series and C Class owners too.
Super legit. Model 3 touchscreen, model 3 ecu, other model 3 tanks and valves.
StealthP3D
Well-Known Member
I wonder if it has Sentry Mode so patients can keep an eye on the nurses while sleeping?
Mo City
Active Member
The notion of Tesla supplying powertrains and/or batteries to other OEMs is fantastic! Focusing on the two things they do best would be the ideal scenario for the company. Depending on the terms and volumes of these deals, the stock would absolutely explode like a rocket and lead to early retirement for many of us.
The obvious roadblock is the battery constraint problem. One of my two biggest pipe dreams about Battery Day is Elon revealing how this is solved. (The other is a significant reduction in battery costs).
Don't worry, this doesn't mean Tesla would cease building cars.
The obvious roadblock is the battery constraint problem. One of my two biggest pipe dreams about Battery Day is Elon revealing how this is solved. (The other is a significant reduction in battery costs).
Don't worry, this doesn't mean Tesla would cease building cars.
StealthP3D
Well-Known Member
The notion of Tesla supplying powertrains and/or batteries to other OEMs is fantastic! Focusing on the two things they do best would be the ideal scenario for the company. Depending on the terms and volumes of these deals, the stock would absolutely explode like a rocket and lead to early retirement for many of us.
I don't have any issues with Tesla becoming a battery supplier to other car makers but that's not going to happen for many years. They will ramp battery production like crazy but they will all get sucked up for years to come by Powerwalls, PowerPacks, MegaPacks, Tesla Semis, Cybertrucks, Roadster II's and Models 3 and Y (and who knows what else they will dream up in the interim).
I can't see them having surplus batteries for at least 8 years even with perfect execution of battery manufacturing ramp-up.
Jo-
Member
Model 3 Performance upgrade insider text message to Third Row that was posted- basically said a $4K upgrade was coming that gives M3P insane or ludicrous mode (0-60 at 2.7). Quickly refuted.
The notion of Tesla supplying powertrains and/or batteries to other OEMs is fantastic! Focusing on the two things they do best would be the ideal scenario for the company. Depending on the terms and volumes of these deals, the stock would absolutely explode like a rocket and lead to early retirement for many of us.
The obvious roadblock is the battery constraint problem. One of my two biggest pipe dreams about Battery Day is Elon revealing how this is solved. (The other is a significant reduction in battery costs).
Don't worry, this doesn't mean Tesla would cease building cars.
I think it will be solved to the extent that battery production is faster to scale up, can be scaled in smaller increments and is lower capex.
But even then it is not apparent to me if Tesla will scale battery production at some stage beyond what they can use for internal products..
Energy storage will use a lot of batteries as will the Tesla Semi
But assuming battery production can be scaled so quickly and cost effectively that Tesla can easily produce more than they need and sell the excess to competitors and a good markup, then that is a good idea as it will help fund the expansion and construction of car factories.
Even if we assume this is possible, I don't think it is possible anytime soon, I can see Tesla needing 5 years just to ramp to the point where their internal supply fully satisfies all automative and energy storage products.
As that may be why Elon mentioned mining, there is some limit on the rate at which additional raw materials become available.
This is why I drive a Tesla.
Mo City
Active Member
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