CyberDutchie
Active Member
Michael Moore, did you see this?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Michael Moore, did you see this?
That's not the only risk--or even the important one. The one they are concerned about is losing campaign contributions from fossil fuel companies and their allies. They are in this for money and nothing else.
Observations
Pace is still just mind blowing.
Piledriving to extend the power workshop complex. Substation extension building almost done (tricky part is the inside though) , room for 4 additional massive transformers.
North east corner of Model Y complex gets a ramp to the 2nd floor. Wild guess: Model Y complex could be designed to produced way more vehicles than the Model 3 complex -> two "lines" and thus exits needed. Model Y complex will look quite different from Model 3 complex.
Phase 3B (very south east) is being build rapidly as well, some parts got heavy foundations.
In this respect, I must differ vociferously. GM is NOT vertically integrated. In many cases >75% of ttoal vehicle cost including CAPEX is done by third parties. In the Bolt, for example, the entire running gear was designed and is manufactured by LG in Korea. The BIW was designed and is built by GM Korea using mostly third parties.
Accounting for those expenses has little resemblance to that of Tesla which is highly vertically integrated and does all design in house.
The two companies are so structurally dissimilar that equating them is equivalent to equating Amazon with Sears. Bluntly, there is no comparison in accounting rules because company structures are totally disparate.
Sorry if I seem rude. I do not wish to be. However, this subject cannot be dealt with at a superficial level.
RobStark
Well-Known Member
If FF companies and their allies controlled California officials then Tesla wouldn't exist.
In California Tesla didn't even face the inability to sell direct.
FF interest couldn't stop a carbon tax in California
Nor did FF interest stop the increases in gasoline/diesel charges last year.
Average gasoline prices today in
California $2.74
Oklahoma $1.39
adiggs
Well-Known Member
My count was 189 key fobs in the holding area. And what is amazing to me, progress on the new construction.
I agree you heard what he said, I'm not sure you heard what he meant.
feigen66
Member
I really depends on the power of lobbying groups.
We are seeing the hottest month ever on human history, I am not seeing NRDC or Sierra or MoveOn serious about working with congress that EV cannot be excluded.
Tesla is lone wolf and it does not support unionization. UAW is a bigger force for Democrat part and GM / F executives are pretty much inline with Republicans. Tesla holds very little water.
UAW political contribution: 98% Democrat, 2% Republican
United Auto Workers Summary | OpenSecrets
GM donation history
OpenSecrets
TESLA donation history
OpenSecrets
The traditional automakers are much more involved in the politics.
I think the only logical conclusion here is that China was lazing around last year when there was no competition, but now that Germany has removed all the lizards from their site the Chinese have finally started to compete.
Mo City
Active Member
I ask again: Anyone know how many total Model 3/Y vehicles will be produced per week at Giga Shanghai when construction is finished?
Thumper
Active Member
GF3 construction is stunning. Am I correct that the adjacent waterway is for drainage only and no material is delivered by it? Is our video host who reports regularly an official or quasi-official government functionary?
When viewing new or existing Tesla facilities, I like to remember that 1/86,000 of everything there is mine.
When viewing new or existing Tesla facilities, I like to remember that 1/86,000 of everything there is mine.
In the Q4 letter Tesla said it expected Shanghai Model Y capacity to "be at least equivalent" to Model 3. In the Q1 report, Tesla said the goal was 4K/week Model 3 production rate by mid-year.
4K/week production rate is likely a low-ball estimate especially over the long run -- real target is likely at least 5K/week Model 3 -- so my assumption is they are targeting >500,000/year Model 3/Y production in Shanghai when production of both is fully up and running.
... and we got a real gumfight goin' inta da Close.
How long until GF3 has higher daily production than Fremont? And remember for the purposes of TSLA, its gonna be Fremont + GF3 = Production.
Q2 2021?
Is Tesla planning on restarting Fremont without Alameda's permission? SF Chronical is claiming some workers are already back on the job.
Tesla gearing up to restart Fremont car manufacturing, in possible shelter-in-place violation
Tesla gearing up to restart Fremont car manufacturing, in possible shelter-in-place violation
ByeByeJohnny
Active Member
What's weird (to me at least) about GF3 construction is that there doesn't seem to be THAT many construction workers. Yes I know the site is gigantic and they are spread out. Still, doesn't seem to be thousands of workers almost tripping over each other. The number of workers here doesn't seem unreasonably high compared to when I used to work at construction companies in my youth. And half of them looks like they are walking around in groups most of the time anyway..
I always thought they built so fast in China by throwing people at the projects. But that doesn't seem to be the case here. Yet it seems like they are building at three times the speed of western countries.
Every time a new video comes I think I'll skip this one. Can't possibly have happened that much since the one four days ago. Then I watch it and I'm always wrong.
I always thought they built so fast in China by throwing people at the projects. But that doesn't seem to be the case here. Yet it seems like they are building at three times the speed of western countries.
Every time a new video comes I think I'll skip this one. Can't possibly have happened that much since the one four days ago. Then I watch it and I'm always wrong.
I’m calling it .... today.
edit: awww, @elasalle beat me to it. You have to be a fast smart-ass around this place...
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powertoold
Active Member
This whole "essential" vs "non-essential" business is a farce. One of the weirdest, non-logical "laws" we've been forced to follow. Just go into a Costco, Walmart, or Target to buy clothes and then think about all the other clothes stores forced to close, regardless of precautions.
On the other hand, you can go to a McDonalds drive-thru, buy a quarter-pounder with bacon and a McFlurry, but most ice cream shops have been forced to close.
Edit: looks like ice cream shops are ok to open now, but you get my drift. Ice cream is NOT essential by any means.
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JRP3
Hyperactive Member
Gali talks to Jordan from The Limiting Factor. Jordan always provides some good info.
adiggs
Well-Known Member
I remember 500k/year as the target, so I think we're looking at 10k/week.
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