There
Even if it is more expensive, the savings on assembly later almost certainly pays off over the life of the machine.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Dikkie Dik
If gets hard, use hammer
Exactly this. My city is at the fore front of this way of thinking, dedicated bike lanes and bus lanes with electric buses.
Of course the Dutch are giants, not hobbits so we like our cars big.
InTheShadows
Active Member
That still sounds a little low, there have been multiple significant price increases in that time. I too am hoping for a model Y type price reduction for Powerwalls soon. Thanks for the additional details.
Artful Dodger
"Neko no me"
The Market seemed to like it:
S&P 500 Companies - S&P 500 Index Components by Market Cap
| # | Company | Symbol | Weight | Price | Chg | % Chg |
|---|
| 143 | General Motors Company | GM | 0.153266 |
| 3.03 | +8.35% |
The Market seemed to like it:
S&P 500 Companies - S&P 500 Index Components by Market Cap
# Company Symbol Weight Price Chg % Chg
143 General Motors Company GM 0.153266 3.03 +8.35%
Lots of people out there still think EVs are going to remain a niche forever. They are convinced that the 2035 deadlines in California and other states is going to be when this really comes home to roost. As if GM and the rest of the industry can continue making profits year after year while the ICE industry slowly shrinks to nothing.
What the Eff?
(I know, no need to correct me)
Artful Dodger
"Neko no me"
Lol, that's literally Dr. Jeff Dahn's lab at Dalhousie. His 5-yr research contract with Tesla was renewed recently for a 2nd term.
Tesla donates $3.1M of $6M grant to Jeff Dahn's Dalhousie University battery team | Teslarati (2021-06-03)
Recent Advancements to a Million Mile Battery, Work by Dr. Jeff Dahn, Dalhousie University | (2022-02-03)
As far at the polypropylene liner, there have been teardowns done by both Sandy Munro's team and another associated with Jordan Giesige (The Limiting Factor on Youtube). That'd be the place to look for your answer, and/or make inquiries.
insaneoctane
Well-Known Member
Does the market somehow know that GM loses money on making EVs?The Market seemed to like it:
S&P 500 Companies - S&P 500 Index Components by Market Cap
# Company Symbol Weight Price Chg % Chg
143 General Motors Company GM 0.153266 3.03 +8.35%
Yeah, but don't they make up for it on financing? (Now imagine if Tesla also knows that trick.)
Artful Dodger
"Neko no me"
What EVs? You meen the $800M investment they just announced for the "next generation" of V8 engines. Sad joke, assisted by PHEV tax credits for "EVs" with 30 miles range.
Dreadnought
Member
I agree with you in so far as that the markup for scarcity has been reduced. But that was a temporary Covid-induced effect which applied to the entire industry. And I give you that declining battery costs will bring BEVs to cost parity with ICE and, ultimately, below. For those OEMs with a long-term road map of their battery needs and purchasing contracts in place, that is.
However,
we are just entering the steep part of the BEV adoption S-curve and Tesla gave us a preview of what happens with demand for ICE vehicles when you can get a BEV for the same sticker price. Look at sales for A4, 3 series and C class since Model 3 went into mass production. Now think about what the latest price cuts on M3 do to the value proposition of its ICE counterparts. Demand for BEVs will accelerate as they reach cost parity at point of sales, more prospective buyers begin to appreciate additional savings on running costs and worry about the resale value of ICE in 5 years.
OTOH, prices for cars with a combustion engine are not going to drop through the bottom. Battery supply will continue to limit growth of the BEV market and that will retain some demand for ICE. As the per-unit costs for ICE go up due to lower volumes and climbing CO2 penalties, OEMs have little remaining margin to sacrifice, particularly when their BEV business relies on cross funding from the legacy business.
FSD and robotaxis will be a singularity and it's difficult to predict a future beyond that point. What we do know is that a robotaxi will be more convenient and cheaper to operate than a privately owned vehicle for many use-cases. It remains to be seen how many of these privately owned cars will be replaced by one robotaxi. At 10% average daily utilization for individually owned cars, let's assume one robotaxi replaces the sale of 5 cars. A manufacturer who can output 2 million robotaxis per year will displace the sale of 10 million cars. "Disruption" will take on a whole new meaning. But it's unlikely that it will happen in all markets at the same time. We are already seeing quite a lot of protectionism in action to slow down BEV adoption and protect the status quo. Once robotaxis wrecked one market, there will be a lot of resistance in others.
Parking my Y at home in central London nearly always leaves my wheels hanging over the edge of the parking line. I need to be no more than half an inch from the gutter for the wheels to be fully inside the line. And my street is relatively wide compared to many in the area.I think the point being made is different. Here in the UK, small cars are a desirable thing because our roads are so narrow. We dont want a smaller car because we think that will save us money. We want a smaller car because a smaller car is WAY more practical than a bigger one.
I really think a lot of people in the US just do not realize how narrow UK and other European countries roads can be. We laid out all our cities in a time of horseback transport, and it shows.
I spent £73k on a fully loaded performance model Y. If there had been an option to shrink that same car by 10% in every direction, I'd have jumped at it. Even paid extra.
in the pic below I'm about 3 inches away from the gutter. I could get a ticket if a grumpy parking officer walked past, but it's better than getting wheel rash. A narrower vehicle would have its advantages.
trayloader
Member
Dikkie Dik
If gets hard, use hammer
Reuters but in this case it’s ‘someone with knowledge of the plan’ instead of ‘people familiar with the matter’ so it must be true
So back to the numbers from September...
Reuters but in this case it’s ‘someone with knowledge of the plan’ instead of ‘people familiar with the matter’ so it must be true
"That level of production would take the plant's output to roughly its rate in September, when it turned out 82,088 Model 3 and Model Y cars, according to data from China Passenger Car Association."
Favguy
Member
I bought an S because I like large cars, and I love the styling far more than the 3 or Y. Its even wider than yours so I understand your point about our roads. Whereas most places are fine, shopping errands around our local town are a complete pain in the S (No pun intended). I solved the issue by buying an older Leaf to do all the local runs and errand work. I'm not sure that's an optimum solution environmentally mind!I think the point being made is different. Here in the UK, small cars are a desirable thing because our roads are so narrow. We dont want a smaller car because we think that will save us money. We want a smaller car because a smaller car is WAY more practical than a bigger one.
I really think a lot of people in the US just do not realize how narrow UK and other European countries roads can be. We laid out all our cities in a time of horseback transport, and it shows.
I spent £73k on a fully loaded performance model Y. If there had been an option to shrink that same car by 10% in every direction, I'd have jumped at it. Even paid extra.
Apple had a low teens p/e as it was compared to dell by the Wall Street illuminati.
The market doesn't seem to care GM lost over 2B selling ICE, so they surely give zero Fs about evs losing money. As long as GM can turn a profit as a bank, it's fine...
Similar threads
- Locked
- Locked
- Locked
