JRP3
Hyperactive Member
BYD Blade is a structural LFP pack.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
You can't ever make everyone happy. I much rather the company I invest in bend over backwards trying to make money and to satisfy the most amount of people's need vs catering to the select few and losing money.
thesmokingman
Active Member
Given this it's amazing that Ferrari can keep the lights on. They're like the soup nazi of cars.
Yes I know, it comes down to the decision to buy from others or make their own cells.
My thinking is, 4680 lines need minimal changes to crank out LFP cells, 4680 lines are the cheapest manufacturing method, with the smallest footprint.
How DBE works for iron cathodes could be a consideration.
Different mission statements. Ferrari is in the business of making the buyer feel exclusive like Hermes. In fact I'm not even sure if their customer service is all that good. A lot of song and dance needs to be played just to buy one of their products that appreciates in value.
Also sometimes a little bit of abuse is apparently good for business...lol.
They are much more expensive-4680 I mean. CATL costs are a fraction of Tesla’s.
The interesting new industrial storage solutions are almost all iron batteries of some sort. Some focused on heat, some power. I don’t think lifepo has a long life in utility solutions the other options should be far cheaper still and many have promise of more scalability and very benign chemistries.
For now Tesla is ok as they have a better solution environment. That is being eroded.
thesmokingman
Active Member
Nah, they've gotten pretty good at service and warranty work, cars come with years of service coverage included etc. In the exotic world, Ferrari is a safe bet and Mclaren is trash for ex. But to my joke of the soup nazi, they will take legal action against you if you mod their cars in ways they don't like besides making you jump thru hoops for their more exclusive cars.
This is a false dilemma argument as these are not the only two choices available.
It should reflect the experience of using it. “Fondle Steering Device”
No one is arguing those things about Bezos and Jobs. You think they were controversial in a similar fashion and extent that Elon has been?
LFP 3,000-4,000 cycles 100% DOD.
10,000 cycles for 80% DOD.
The best business strategy is cycle 80% and keep 10-20% in reserve for unexpected price spikes.
For LFP, Tesla needs to be able to match CATL's raw materials prices.
Cylindrical and tabless should be easier to make than prismatic with tabs.
Chinese wages are an advantage, but Chinese cells attract tarrifs.
Grid energy storage is a crowded field, but Elon said recently that the market opportunity for Tesla was huge.
Graham said the roaster is one of the broken promises. When do you think Musk should have assembled the line for the car? During the Model 3 ramp? Covid shut down? Model Y ramp? Chip shortages? What company resources do you think Musk misplaced during the past 2 years which could have went to the roadster to make some the 1%er happy and doesn't cost Tesla money in the process?
It could have been much worse, she could have bought a Mach-E.
Now you're moving the goal posts. What Graham is saying is simply that Elon's repeated broken promises hurt his and Tesla's reputation. Maybe he shouldn't have made promises he wasn't sure he could keep. If Elon did feel sure about those promises, God help us.
thesmokingman
Active Member
Depends on how you look at it. Yes there are promises Elon made that did not come to fruition. However he has stuck to his company's statement and did his best to offset as many ICE on the road as possible which is the promise Tesla intend to keep everyday. So if we slow down production to make halo cars, then we are going against the mission statement because the speed as which we transition is part of the statement.
Ok, thanks.. didn’t know this. I also saw that Jeremy from Financial Eduction invested again in TSLA but his reputation is also in shatters with his investements in Tatooed Chef and Honest which have now become penny stocks.
Just FYI, some Rivian news.
First, while we weep at TSLA stock price, RIVN is now trading at book value ($17B). You could buy it for $17B, get $17B in cash from their bank account, and still have a struggling EV vehicle maker left over.
Meanwhile, Electrify America is replacing their old chargers with brand new chargers which are just as unreliable, except in new and exciting ways. If you charge your vehicle over 200 kW, you run the risk that the charger will deliver more energy than requested resulting in an emergency shutdown of the vehicle's charging capability. Hard resets must follow. In addition, somehow these chargers are failing en mass in our current cold snap. Not enough anti-freeze??
On the plus side, Rivian just released a new OTA update which fixes suspension and pedal map issues people were having (me included), so that's nice. The R1S continues to be a great vehicle for us.
First, while we weep at TSLA stock price, RIVN is now trading at book value ($17B). You could buy it for $17B, get $17B in cash from their bank account, and still have a struggling EV vehicle maker left over.
Meanwhile, Electrify America is replacing their old chargers with brand new chargers which are just as unreliable, except in new and exciting ways. If you charge your vehicle over 200 kW, you run the risk that the charger will deliver more energy than requested resulting in an emergency shutdown of the vehicle's charging capability. Hard resets must follow. In addition, somehow these chargers are failing en mass in our current cold snap. Not enough anti-freeze??
On the plus side, Rivian just released a new OTA update which fixes suspension and pedal map issues people were having (me included), so that's nice. The R1S continues to be a great vehicle for us.
Yup. I’ve made at least 1 if not more previous posts about how since TSLA’s 3 to 1 split, liquidity has only increased so it’s super easy to short now and CNS (continuous net settlement) basically causes any failures to be washed through the system and never registering as FTDs (fail to delivers) which previously helped to pump TSLA to new highs. Now we are dependent on macro, Tesla execution, and earnings to pump TSLA stock price.
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