Weekend OT. It took about 13 months, but we have a new addition to our Tesla family! Our contribution to Q3 gross margins:
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Agree about distribution of solar.
There are about 8 billion m^2 of roofs suitable for solar in the USA and a similar size of parking lots (the size of parking lots is difficult to find). Together they could make up 80% or so of current electricity demand.
Wind tends to be strongest at night and in the winter (at least in Europe) and on a continent scale the wind is always blowing somewhere.
Continent scale grids, a combination of solar and wind together with batteries to smooth out peaks of supply and demand will enable robust electricity supplies for Europe and North America, probably China and India as well. Some hydro can also be used intermittently to smooth out differences between supply and demand.
Smaller regions, islands, etc. will need a larger amount of storage or go for nuclear.
Nuclear has three main disadvantages:
- firstly it costs more than a combination of solar, wind and storage and the cost difference is only likely to get larger over time,
- secondly common mode failures risk shutting down a large proportion at the same time (as in France),
- thirdly they are targets of war (as in Ukraine) and require a large trained staff at all times, the lifetime of a nuclear power plant is 70-100 years (including decommissioning). Many countries have been invaded, bombed, had civil wars or severe unrest over a similar time.
There are also demand side solutions, either reducing demand when it is high (e.g. temporarily turning off heating or cooling systems) or finding uses for excess supply (e.g. hydrogen, methane or amonia production).
2daMoon
Mostly Harmless
"Tesla will build a 164-stall Supercharger station in California, the largest known to date. The project will include stalls that will offer charging for electric vehicles of all brands.
Tesla continues to expand its Supercharger network to keep up with ever-increasing demand. In addition, later this year, the manufacturer is likely to open its charging stations for non-Tesla vehicles in the US to further promote EVs. As EV adoption has grown, new legislation and funding has been proposed, and one such funding program is the California Energy Commission's Clean Transportation Program Rural Electric Vehicle Charging. Its main goal is to improve access to charging in underserved rural communities in California. One of the conditions for successful receipt of the grant was the presence of at least 50% of the connectors that meet the CCS standard."
These areas offer acres of solar. This is an excellent outcome.
www.tesmanian.com
Tesla continues to expand its Supercharger network to keep up with ever-increasing demand. In addition, later this year, the manufacturer is likely to open its charging stations for non-Tesla vehicles in the US to further promote EVs. As EV adoption has grown, new legislation and funding has been proposed, and one such funding program is the California Energy Commission's Clean Transportation Program Rural Electric Vehicle Charging. Its main goal is to improve access to charging in underserved rural communities in California. One of the conditions for successful receipt of the grant was the presence of at least 50% of the connectors that meet the CCS standard."
These areas offer acres of solar. This is an excellent outcome.
Tesla to Build a 164-Stall Supercharger in California, the Largest Ever Known
Tesla will build a 164-stall Supercharger, the largest known to date. The project will include stalls that will offer charging for electric vehicles of all brands.
www.tesmanian.com
NIMBYism is a problem, without a doubt. If you take wind out of the equation, California produces about 3x as much solar generated electricity as Texas, though.
Additionally, Californian homes use electricity more than twice as efficiently as their Texas counterparts. Texas is moving toward a greener grid at a very impressive rate. I'm sure the regulatory environment is a big part of that.
Solar Power Generation by State | Choose Energy Monthly Report
Discover the best states for solar power production in the country with our March Solar Energy Generation Report. Where does your state rank?www.chooseenergy.com
at a casual glance looks like Texas consumed 2x amount energy than California, california imported 8x the amount of electricity, but Texas used 4x amount energy in industrial, at a casual glance tho
Hiring techs that work in final production a bit as well as a bit of QA is a solid plan. It can be (not always) that field positions pay a bit more and pull applicants out of production. Tesla will figure it out.
Also working on field repair docs and procedures will accent areas that can benefit from improvements early which amplifies continuous improvement wins. Launching a new product line is heavy lifting but who is better at it
Great info!
These diagrams are slightly missleading. They show net imports of electricity, but not net imports of natural gas, coal, biomass or petroleum.
It would be better if the electricity imports were broken down into their source (solar, wind, etc.)
#siliconvalleywages
I traded in a MB for my Model 3 four years ago. The MB dealership was at ~$200/hr way before then. (Nice lounge area at the MB dealership though.)
I now have 61k miles on my Model 3. Total Tesla service has been the two Service Ranger visits to diagnose, then replace, the rodent chewed harness, and once for the FSD computer upgrade. Have rotated/replaced the tires, but used a regular tire shop for that. I can touch up air pressure and add windshield washer fluid myself.
willow_hiller
Well-Known Member
In FSD Beta news, I think this caution is in preparation for a wider release. It may be too cautious for some, but that's preferable to reckless:
Troy Teslike's delivery estimates are gradually increasing, was 365k on 11th July and now 370k (vehicles produced at Fremont and Shanghai are up, Berlin is down).
He says that analyst concensus has gone from 389K on 11th July to 356k now.
He says that analyst concensus has gone from 389K on 11th July to 356k now.
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10.69.2 looks to be worst in everyway vs 10.69.1.1. Kim's same route were full of mistakes that didn't happen with .1.1. Most seems to be logic issues and Tesla being aggressive in some areas and very cautious in other areas.
All you need now is a Y and you've got the whole line (for the next few months that is)!
StealthP3D
Well-Known Member
I like a good deal as much as the next guy, but I wouldn't exactly call it a "contribution to Q3 gross margins" when you are paying the low price from 13 months ago and there is a waiting list for the same car composed of current buyers at much higher margins.
That said, congrats on the screamin' deal!
10.69.2 updating now, not expecting much.
I've got a beef with FSD not improving on some things as fast as it could. What FSD improvements are needed?
Having complained about that though we just completed >20 hours driving over a week or so, it performed exceptionally well on many road types and surfaces, including some exhilarating mountain climbs and descents with aggressive turns. I can't recall any disengagements for cause. NOTE: My SO thinks the car is handling all of this much smoother now.
I've asked Chuck Cook to feature some of my complaints, though perhaps I need to start my own video uploads and get a gopro.
I've got a beef with FSD not improving on some things as fast as it could. What FSD improvements are needed?
Having complained about that though we just completed >20 hours driving over a week or so, it performed exceptionally well on many road types and surfaces, including some exhilarating mountain climbs and descents with aggressive turns. I can't recall any disengagements for cause. NOTE: My SO thinks the car is handling all of this much smoother now.
I've asked Chuck Cook to feature some of my complaints, though perhaps I need to start my own video uploads and get a gopro.
Which makes me wonder, are their no journalists ethics or standards or even a law, that gives the right to privacy for a company for a closed door meeting between the management and its employees? The same privacy we all expect for our bedrooms?
Of course even if such standards exists, expecting that from bottom feeders like Lora or Russ is just too much.
I call BS on that. He's contributing every bit as much as anyone else who got their Tesla this quarter. The people who are on the waiting list will contribute to the gross margins in the quarter in which they receive their vehicles as well.
StealthP3D
Well-Known Member
No need to take it as anything but a factual correction. Likewise, not to diminish or disrespect anyone's support of Tesla, but gross margin is a specific financial metric and the claim was the delivery increased that metric. Those who pay a higher price for the same product, in the same quarter contribute more to that metric. Tesla is production constrained, not demand constrained, so a sale at the lower prices of 13 months ago actually does reduce gross margins slightly vs. the same car going to a more recent order at a higher price. Simple math. Will the margins be higher with that particular sale or without it? The answer is, without it.
That would not be true if there was not a buyer for the same car at a higher price, but we know there is.
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thesmokingman
Active Member
Poor form man...
That would be true if the people who have recently ordered their vehicles were taking delivery this quarter, but with very few exceptions they'll be taking delivery in future quarters. Most of the folks taking delivery this quarter paid lower prices, so were they not contributing to gross margins either?
May be simple math, but without taking time into consideration.
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