Mike Smith
Active Member
A helpful visualization of the US auto industry courtesy of Rob Maurer:
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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andrewt3000
Member
Legacy auto has no incentive to make EVs
I recently watched the 3rd row podcast with elon and sandy monro... It was pretty good. However, I don't understand why people expect legacy automaker to make EVs. They have no incentive... whatsoever.
I recently watched the 3rd row podcast with elon and sandy monro... It was pretty good. However, I don't understand why people expect legacy automaker to make EVs. They have no incentive... whatsoever.
Mo City
Active Member
The Innovator's Dilemma explains it well. If they don't figure it out, they deserve the outcome.
dhrivnak
Active Member
Love it. I too would move to the buy list if the CyberTruck were not so huge.
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Has the CEO of Ford, GM, Toyota, etc, ever responded like this to someone's random complaint? That's amazing.
Artful Dodger
"Neko no me"
Yup. Andrew Left, President of Citron Capital (a hedge fund), appeared on CNBC television and said "Even Elon Musk would short TSLA at these prices".
It's ironic that said Andrew Left is one of the people bringing civil suit against Elon for the "420 tweet", when he shorted TSLA at $969 while extracting aprox. $18B in market cap from the company in 13 minutes.
Andrew Left should drive an E-tron, because he's a genuine turd.
Good weekend reading:
Ford, Edison and the Cheap EV That Almost Was
Really illuminating look at the early 1900's and transportation's foundations...what could have been. I found the notes about battery chemistry the most interesting, tbh.
Ford, Edison and the Cheap EV That Almost Was
Really illuminating look at the early 1900's and transportation's foundations...what could have been. I found the notes about battery chemistry the most interesting, tbh.
woodisgood
Optimustic Pessimist
Few things annoy me like speculators prancing around like investors. The latter term literally has no meaning anymore.
Artful Dodger
"Neko no me"
Ironically that BorgWarner plant builds components for Ford hybrid electric vehicles. Based on the damage shown in this video, they won't be building components anytime soon.
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Well, none of those CEOs are the founder of their company, they're just employees. It's almost unfair to them to have to go head to head with Elon Musk.
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Totally, dog. All good news are out. Sell now and make your dad happy.
Just tell him to not look at TSLA after Q1 earnings.
And after April China registrations.
And Company Day.
And Battery Day.
And Powertrain Day / Plaid unveiling.
And Autopilot city navigation unveiling.
And FSD Hardware 4 unveiling.
And GF3 Phase 2 completion.
And GF4 groundbreaking.
And GF5 announcement.
And Tesla Semi launch.
And Cybertruck launch.
And Roadster 2 launch.
And especially after Tesla Network launch.
In fact, you and your dad better not look at TSLA for the next 10 years after this one, or you might weep a bit.
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That article is from 2010. Sad that the last line is ‘25% of Ford’s fleet will be electric by 2020’
Actually it says: "And now we come full circle. Ford says it will invest $135 million in electric-car development and 10 to 25 percent of its fleet will be electrified in some way by 2020."
The "in some way" is important. That means light hybrids, etc.
It's now going to be 3% smaller. Also the prototype version is the same size as an F150. I don't hear anyone complaining about the size of the F150--except for those who want an F250 or F350.
$135M for electric car development is something similar to a nickel bet in poker.
I’ll be disparaged, but I respect Left and Citron.
They’re highly effective.
I don’t like everything. But they’re highly effective.
None of this is or will ever be fair or straightforward.
Side note, help me sneak a Tesla inspired name for this little guy I just picked up today. Wifey was NOT okay with Model P.
Attachments
I think their cars all have 12v batteries, they are not claiming 100%?
Or are they working to get rid of that in some cars?
Doesn't sound like it. I recall that GM put in a 48 amp alternator and a larger battery to run power equipment and start the engine at stops and called it a hybrid. Basically the legacy automakers are doing as little as possible to greenwash the line (and comply with government regulations)--and not a thing more. They were betting that Tesla would go away and they could go back to business as usual. Now they're stuck.
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