The problem is that your step #4, DBE, isn't optional. If they can't do it they would require much more factory space and expense to be able to build the solvent based electrode process. So as far as I can see it is in the one required innovation.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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The problem is that your step #4, DBE, isn't optional. If they can't do it they would require much more factory space and expense to be able to build the solvent based electrode process. So as far as I can see it is in the one required innovation.
It would be more difficult and slow their growth rate, for sure. To be clear it's the biggest piece responsible for investment per gwh side of things.
Still a 35% improvement (of the 69%) if they were to somehow have to stick with a wet electrode. Better than nothing?!
Good aftermorning all! Beautiful day in SE Washington today. Hadn't seen this article from Forbes posted yet so here goes... pretty positive!
Forbes: Tesla’s $25,000 Electric Car Means Game Over For Gas And Oil.
Tesla’s $25,000 Electric Car Means Game Over For Gas And Oil
Forbes: Tesla’s $25,000 Electric Car Means Game Over For Gas And Oil.
Tesla’s $25,000 Electric Car Means Game Over For Gas And Oil
ByeByeJohnny
Active Member
Yeah #4 is not only a huge chunk of the investment cost but they would still have to build much larger factories which is not just cost, it will also slow down the build up. Even at Tesla speed larger factories take longer to build than small ones.
Actually I think most of them is more dependent on each other than many here seems to think. If they have 3 of 5 solved but think the next 2 will be solved in 6 months? What then? Will they go ahead and build everything for those 3 and then makes changes after just after a few months?
Actually I think most of them is more dependent on each other than many here seems to think. If they have 3 of 5 solved but think the next 2 will be solved in 6 months? What then? Will they go ahead and build everything for those 3 and then makes changes after just after a few months?
I don't know. As far as I can see, Chevy Bolt are sold at $26500 or less in many dealers now in the US. How come the Game Over for Gas hasn't happened yet?
Did you read the article or just the title?
BTW, I just posted the damn thing, I didn't write it, but I do agree with it's conclusions.
Cuz no one wants to drive a Bolt.
I think the 'solar panels' are actually thermal hot water tubes. If you look closely you can see through the 'panels'. These tube are mostly manufactured in China and afford excellent energy efficiency.
Why? For example, why can't they produce tabless large cells with wet method?
bkp_duke
Well-Known Member
I agree, but would like to point out that these "what ifs" are exactly why there is a pilot production line. Tesla will most certainly solve these problems before mass deployment.
And in typical Tesla fashion, we probably won't even know about it until there is a tweet from Elon along the lines of "just finished Roadrunner line deployment in Berlin".
RobStark
Well-Known Member
Because GM is losing ~$15k on each one sold and is not incentivized to produce 1 more than required to meet CARB/CAFE requirements.
Tesla making ~2,500 on each Model 2 and more margin as they increase the economies of scale are incentivized to produce Model 2 in the millions.
You underestimate the power of brand. Elon Musk's 25k car will take over the world. You know ever since launch America and battery day the Chinese media can't stop talking Elon? Every sneeze from Elon became national news. This is the power of the Tesla brand. Demand is now unlimited. Everyone clearly see that one man with the best engineers in the world has brought America's technological advancement back to the lead as Huawei, Samsung, Tsmc, and other mega corporations taking the crown.
So no one gives a crap about the bolt or anything else right now. Musk is at peak brand power. It's a shame many people here doesn't appreciate it, but those who appreciates physics and engineering like us Chinese are more than impressed.
They could, but it would require much more space and expense. (The wet electrode process is what take the majority of the space in the Panasonic cell factory in GigaNevada.) There probably isn't room for the wet electrode method in their Kato road pilot plant. Which would mean they would have to do it somewhere else.
I would go out and buy one if I didn't know that they are losing ton of money on the car and likely won't support the product long term.
I don't get it.
Why does it require more than the current approach in panasonic or LG or Samsung?
Tesla adding to land holdings for Austin factory
‘Austin-area developers have taken to calling Texas 130 “the new tech corridor in Austin.” The toll road offers access to San Antonio, which “has a robust tech presence in the military space”’
‘Austin-area developers have taken to calling Texas 130 “the new tech corridor in Austin.” The toll road offers access to San Antonio, which “has a robust tech presence in the military space”’
Currently every ev that's not a Tesla are depreciating worst than any other car. They are stuck in which the brand power doesn't justify one buying new to "show off" unlike high depreciating luxury brands so it's not worth the depreciation hit.
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