FWIW Silverado EV dropping at 12:15pm Eastern. Explains the move the past two days. Unlike the iX M60 it doesn't look horrible.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Wow! Can't wait for either factory to be finally open. This approval process has been a painful one!That looks promising: Giga Berlin Model Y seem to overflow on the parking lot
Giga Berlin Brandenburg Model Y
Spot the new crimson red one
Phobi
Member
The waters are calming it seems…
Funny that it feels like WE’RE the sharks just waiting for the time to strike and gobble up more misguided mainstream money
Anyways, nice interview with Dave and Mr. Green tidal wave
Funny that it feels like WE’RE the sharks just waiting for the time to strike and gobble up more misguided mainstream money
Anyways, nice interview with Dave and Mr. Green tidal wave
Behind paywall. They need $300 for a year to read their mostly FUD/crap articles. Can anyone who has access put a few bullet points?Yeah real efficient spending of 175 billion I’m sure.
Titans of Carmaking Spend Billions in Plot to Overthrow of Elon Musk
Volkswagen and Toyota are coming for Tesla, laying out $170 billion worth of investments to stay on top.www.bloomberg.com
Lol at this ending
thesmokingman
Active Member
Not benchmarking to access performance smacks of Intel'ism, when it suits them. Is it a coincidence?The EyeQ Ultra is supposed to be as powerful as 10 EyeQ5's, but in a single chip:
EyeQ5 - Mobileye - WikiChip
EyeQ5 is Mobileye's fifth-generation autonomous driving chip. This chip is aimed at autonomous levels 4 and 5.en.wikichip.org
The MobilEye CEO says that both TOPS and TOPS per watt are misleading to assess the performance of their chips...
Intel Doesn't Want to Talk About Benchmarks Anymore - ExtremeTech
Intel CEO Bob Swan wants the industry to move away from benchmarks and towards 'benefits and impacts.' He's got a point -- a really, really convenient point.
www.extremetech.com
Thumper
Active Member
Battery progress report from a startup named One. I love how they have camoflaged the car. I guess that keeps us from recognizing the battery. LOL.
www.autoblog.com
Startup ONE says its battery prototype delivered 750-mile range - Autoblog
Our Next Energy (ONE), a two-year-old Michigan startup, said on Wednesday it had tested a prototype of its new battery in a Tesla Model S, driving 752 miles (1,210 kilometers) before recharging.
www.autoblog.com
TheTalkingMule
Distributed Energy Enthusiast
Wish I had been tracking how long these macro "rotations" last. This is like the 30th "rotation from tech to value" since 2020 began, with a typical duration of what.....4 to 6 days? So stupid.
I guess now that everyone knows hedge funds can't pick winners for fees with a net profit, all we got left is to create fake volatility. How is there anyone left NOT buying dips in both directions?
I guess now that everyone knows hedge funds can't pick winners for fees with a net profit, all we got left is to create fake volatility. How is there anyone left NOT buying dips in both directions?
BitJam
Active Member
I've got free access. IMO this one is no different. Legacy sells many more cars than Tesla and they are investing heavily in EVs. They are masters of mass production. Tesla's EV market share may drop to 20%. There are parts that are pro-Tesla but nothing to make you run out and buy more chairs like I just did.
Knightshade
Well-Known Member
ThisStockGood
Still cruising my Model S 70 2015
OT:
Watching the GM keynote. They will introduce this so-called “software update over the air”. Thrilling.
It is cringe. Not that I’m surprised.
Watching the GM keynote. They will introduce this so-called “software update over the air”. Thrilling.
It is cringe. Not that I’m surprised.
jkirkwood001
Active Member
Haven't seen this posted - US Q4 sales YoY. It's a very specific comparison (comparisons to previous COVID periods), but still, interesting:
Note that VW, Audi and Merc hadn't reported yet.
Note that VW, Audi and Merc hadn't reported yet.
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From a specs perspective, it is great. BUT their "$39K" price points won't be available for 3-4 years, IF THEN, meanwhile the only trims available will be $100K, making Tesla the low cost leader on a comparable feature basis.
The only big feature that NO Tesla has is power output. All these new EVs allow at least 7.2 kW power output, this one 10.2 kW. This will be a key selling point for disaster power generation. Get your act together Tesla!
In advertising class in college, they taught us that one of the advantages of advertising is that it hastens the bankruptcy of uncompetitive or failing businesses. So why not!!?!That's actually a pretty good article that gives me more confidence in a faster death to ICE sales. It might even scare some TSLA investors who don't understand that Elon has been anticipating this onslaught of new EV's from other manufacturers for some time and it's actually coming later than he anticipated. And future news stories will be technically correct when they keep reporting how they are eating into Tesla's (EV) market share, even while they fail to mention that Tesla's market share of the automotive market continues to grow at a breath-taking pace. Tesla will probably fall to around 20% EV market share during this period.
But the real interesting thing happens around 2027-2029 as EV's grow toward 70-80% or more of sales and the EV market is no longer production constrained. This is when it becomes apparent that Tesla's continually increasing production is not threatened by legacy players who have a higher cost to produce. Tesla will continue expanding production and lowering prices in order to find homes to all of them. This will pressure any legacy players that are still in business to either lower prices or cut production, either of which would be fatal.
The exact timing of this is impossible to predict and it completely ignores the possibility of autonomy, but I don't see any way it will not happen. Preventing this would require legacy auto catch up to Tesla in terms of cost to produce or they will be relegated to niche status, with low volume, high priced prestige models, at best. How can legacy auto reduce their cost to produce to anything even close to Tesla when they have huge debt and pension obligations, higher battery costs and lower EV production volumes? Tesla's manufacturing innovations are on top of those advantages. I left that for last because some people think legacy auto can copy Tesla or develop their own innovations to reduce costs, however I think that extremely unlikely.
And all of these cost advantages that go to Tesla are before we consider the metric more important than "cost to produce" which is "cost to deliver". That's where Tesla's lack of a dealer network further reduces costs and inefficiencies. Remember, the important number is how much it costs the consumer to buy a transportation solution. How can legacy auto prevent high dealership markups when dealerships finances have already been gutted by lack of service revenue from ICE sales?
Maybe legacy auto can advertise their way out of Tesla's cost advantages? Wait...maybe they can stop advertising to reduce the total cost to deliver?
Sorry to pry, but
1. does that college advertise?
2. is that college still in the business business?
Nolimits
Member
That looks promising: Giga Berlin Model Y seem to overflow on the parking lot
Giga Berlin Brandenburg Model Y
Spot the new crimson red one
There is a multi-coat blue one too no?
If so, that’s a sweet color!
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