Even if they only need to move 2 miles, that's a major logistics pain to rearrange when they've already internally optimized the flow for existing parts.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
UkNorthampton
TSLA - 12+ startups in 1
I believe there was news recently that another "Musk company" had negotiated with google and was paying google again after some kind of disagreement.
Further detail on Tesla adverts:-
Personally, I think less space to build a Model 3 is more important to Tesla in Fremont. Freeing up space makes many more long-term improvements possible. Reducing time just adds a step-improvement to yield. Both are important of course, but getting the BIW scaled back for the Model 3 will create a lot of opportunities.
GhostSkater
Member
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Volvo EVs to now have access to Tesla superchargers
Swedish carmaker Volvo Cars said on Tuesday it had signed an agreement with Tesla to give its electric vehicles (EVs) access to the EV maker's Supercharger network in the United States, Canada and Mexico.
www.reuters.com
Wall St wants TSLA to go down so badly to make money on the downside and then flip to bullish to ride it higher.
But the Tesla Supercharger news just keeps getting refreshed every week with new announcements. It's quite amusing to watch
But the Tesla Supercharger news just keeps getting refreshed every week with new announcements. It's quite amusing to watch
IIRC this was mainly to streamline process and not to shift production to Austin; they apparently had some unexpected barriers coming up and upgrades were needed. Tesla's second 4680 plant in Fremont suggests there might be a step-change happening soon in process.
I would be surprised if Berlin is not putting out meaningful quantities of 4680s in Q4. They will still need the LFP modules, but maybe they can hit ~3k/week on 4680 Y's.
That's the game. Volatility is a great way to make money when you control the direction. Fortunately it is kind of predictable; TSLA has no business being at $300 before production numbers come out; that creates a huge amount of risk.
I hope $300 is a floor after earnings though.
So hopefully building the Model 3 Highland won't be as "in tents"...
Mike Smith
Active Member
"The new SAE NACS connector standard will be developed on an expedited timeframe and is one of several key initiatives to strengthen the North American EV charging infrastructure," SAE International, a standards-developing organization for engineers, said in a statement on Tuesday.
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www.reuters.com
It's going to be pretty rough for the other automakers for the next year or two, trying to sell cars with the wrong charge port.
Tesla charging technology put on fast track to become US standard
Tesla's electric-vehicle charging technology is being put on a fast track to become a North American standard, giving a further boost to the automaker's plan to expand access to its once-exclusive chargers.
www.reuters.com
It's going to be pretty rough for the other automakers for the next year or two, trying to sell cars with the wrong charge port.
I can see people buying their new Mache or Equinox and trying to charge at an SC only to realize the switch hadn't happened yet.
dhrivnak
Active Member
Now will the Federal "standard" for funds be changed to embrace the better emerging standard???"The new SAE NACS connector standard will be developed on an expedited timeframe and is one of several key initiatives to strengthen the North American EV charging infrastructure," SAE International, a standards-developing organization for engineers, said in a statement on Tuesday.
Tesla charging technology put on fast track to become US standard
Tesla's electric-vehicle charging technology is being put on a fast track to become a North American standard, giving a further boost to the automaker's plan to expand access to its once-exclusive chargers.
It's going to be pretty rough for the other automakers for the next year or two, trying to sell cars with the wrong charge port.
Mike Smith
Active Member
The UAW says Biden says no way.
Knightshade
Well-Known Member
Earnings would have to show margins rebounding to the mid 20's for $300 to be a new floor for the stock. I don't think it's impossible but we need Austin/Berlin to average 5k/week for us to get there imo. 5k/week average is very important for gross margins and as long as Austin/Berlin are materially below 5k/week, they're a drag on overall gross margin for Tesla.
Energy revenue needs to grow even faster than it did over the past year so that the margin improvement there starts to help overall GM instead of still being a drag on it.
It's possible that there might be some material increase in monthly FSD subscriptions since newer releases are showing good progress + a lot of the delivery growth for tesla is coming from the US, which is the only place FSD is offered (thanks to Austin production ramp + Shanghai now supplying Canada).
The other wildcard factor is when drop in cost of commodities and goods that we've been seeing for the past 6+ months will finally start to show up in Tesla's earnings. Probably need a combination of all of those things for gm to return to mid 20's this quarter.
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jabloomf1230
Minister of Silly Walks
MartinAustin
Active Member
That was published February 14th. Any idea what has happened in the intervening 4 months? Have to admit I have heard nothing
jabloomf1230
Minister of Silly Walks
I certainly not the person ask regarding the pace of union organizing. But the facility is in NY, a hotbed pro-union sentiment. The union involved is not the UAW. Lastly, the facility manufacturers Tesla charging equipment.
Dikkie Dik
If gets hard, use hammer
IIRC that where software labelers about to become redundant who tried to unionize as a last resort.
Imma circle back to this list when TSLA is ATH
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