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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Buddyroe
Active Member
"Superchargers need to grow faster than vehicle output"- Elon just now.
I said exactly that here like 18 months ago and got a billion disagrees and replies telling me why I'm wrong and that's totally not needed
Cause it was untrue and pure stupidity 18 months ago. Things have changed.
/s (just in case)
Revel Has Greenlight To Bring Tesla Taxis To Manhattan
The blue moped share company will start with 50 Tesla taxis that can operate in Manhattan below 42nd street.
gothamist.com
StealthP3D
Well-Known Member
"Superchargers need to grow faster than vehicle output"- Elon just now.
I said exactly that here like 18 months ago and got a billion disagrees and replies telling me why I'm wrong and that's totally not needed
Context means a lot and this was said in the context of opening the Supercharger network up to all other EV's. So, of course, the network will need to grow faster than Tesla production! He also detailed how the money for expansion would be provided by opening Superchargers up to all EV's.
So, no, you did not say exactly that and Superchargers do not need to grow faster than the number of cars using them, they need to grow slightly slower than that for a number of reasons, some of which were detailed today.
Artful Dodger
"Neko no me"
12 mths (possibly). 18 mths (definately) /s
RobDickinson
Active Member
A chip fab is $5-10bn plus many hundreds of skilled knowledgeable people to implement it. And then you have to setup whatever production runs you want.
Its likely that one fab wouldnt do all the chips tesla needs (in terms of being suitable), they dont have the MCU chips (those are intel or amd), and they would have to design their own microcontrollers on whatever process they have setup.
At the moment they only have the design for the FSD chip. its unlikely they can for now make this worthwhile
Its likely that one fab wouldnt do all the chips tesla needs (in terms of being suitable), they dont have the MCU chips (those are intel or amd), and they would have to design their own microcontrollers on whatever process they have setup.
At the moment they only have the design for the FSD chip. its unlikely they can for now make this worthwhile
That's what I heard. Though in Elon Time™ that could be 5 years or so.
Nikola also doesn't have a chip problem.
RobDickinson
Active Member
Nikola is using the whole potato
Buddyroe
Active Member
The thing I don't understand is, why is Tesla building more car manufacturing factories to exasperate the problem? Why no battery factories?
Isn't the GF1 at like 30% build out?
Not criticizing, just trying to understand.
RobDickinson
Active Member
Tesla is right now building battery factories at Berlin and Austin.
GF1 / Nevada has a real problem - people. They struggle to get people to work there. Thus Austin.
Im still trying to wrap my head around over $1B in revenue for Q2!!!!!
Then you are really going to struggle with the fact that it was over $1 billion in profit.
woodisgood
Optimustic Pessimist
One day we will find the mass graveyard of chips Exxon and friends bought up.
Seems to be the only thing that can slow Tesla down.
Seems to be the only thing that can slow Tesla down.
Both Berlin and Austin will produce 4680's on site, so they are creating new battery manufacturing.
Looks like Iron/LFP will be using a different form factor than 4680 based on Elon's comments. It seems like Tesla may not be making the LFP batteries.
Sir, your car sure has a lot of charging ports…
Tevo Solutions
Former Vendor
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