In the scatter plot graph provided, California would only be a singular one of the dots, with no ability to skew any other part of the graph.
-
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
I also hope we can keep politics out of this thread.
But we do need to discuss it at a high level because as EVs become politicized it is a risk factor for Tesla stock. We just need to be careful.
it would be great if Tesla gets revenue from the charging sessions too
This is a huge deal to me, as this could finally prove that Big Oil need Tesla to stay in the game, and are happy to let the wolf in as long as they keep control over the operations (cf press release where Tesla only sell the hardware and integrate with the network so Tesla customers can access them seamlessly).
Auto had to partners with Tesla with NACS, but with Big Oil joining the game, this is not about plug anymore but the whole energy system. If only Tesla was ramping solar!
If bp is fine with procuring powerpacks for they chargers, why would other providers not do the same? We knew electric utilities need them, but Tesla's main competitors are auto-manufacturers and O&G companies. bp is broacasting a clear message to the whole ecocystem.
It also help Tesla streer clear from antitrust accusations. They could easily stonewall their garden but they play fare and accept to give access to the technology they develop for a decade. This coopetition will help consumers compare network on a level playing field, since the tech is the same. This should force Tesla to seek the best locations and to continue lowering their prices.
Auto had to partners with Tesla with NACS, but with Big Oil joining the game, this is not about plug anymore but the whole energy system. If only Tesla was ramping solar!
If bp is fine with procuring powerpacks for they chargers, why would other providers not do the same? We knew electric utilities need them, but Tesla's main competitors are auto-manufacturers and O&G companies. bp is broacasting a clear message to the whole ecocystem.
It also help Tesla streer clear from antitrust accusations. They could easily stonewall their garden but they play fare and accept to give access to the technology they develop for a decade. This coopetition will help consumers compare network on a level playing field, since the tech is the same. This should force Tesla to seek the best locations and to continue lowering their prices.
I think the forum members here are a very specialized subset of the car buying public. I person don’t know anybody as political as some people on this site appear to be. The evidence I see over the years is that people buy by price, reliability and tradition ie Ford vs Chevy, or Toyota vs Honda etc. In the 50s people started buying cars from companies that used slave labor during the war. In the 60s cars from Japan took over the market. many people have short memories when they need a product and a company fills that need at a good price. Mr Musks opinions are nothing compared to this. I used to know a survivor of the death camps, who lost her whole family in the camps and drove BMWs.
Not in this case. BP runs their own network, handles their own maintenance and payments.
It's certainly a positive for Tesla, even though TSLA will likely shrug it off. It's also interesting to see how serious BP is about migrating to green energy and away from fossil fuels, even if it is a baby step in that direction.
I wonder if Tesla will upgrade it's supercharger factory for higher output, or even build a larger supercharger factory?
Not sure if this was mentioned.... Hertz is getting pounded today. They reported lower EV resale values and higher than expected EV repair costs. Recall most of their EVs are Teslas (35k of 50k total or 70%).
I should add this quote:
"about double what the company pays to fix damaged gasoline cars," Chief Executive Officer Stephen Scherr.
I should add this quote:
"about double what the company pays to fix damaged gasoline cars," Chief Executive Officer Stephen Scherr.
Last edited:
I like how Tesla just announced the first deal in perhaps another multi billion dollar business and no one saw it coming. What else is up their sleeves? I look forward to finding out
Dikkie Dik
If gets hard, use hammer
2daMoon
Mostly Harmless
The mere facts behind the plethora of benefits EVs bring, and, how they directly impact the wallet for all aspects of ownership, will be the dominant factor which will move buyers away from ICE.
Lower comparative purchase price, long-term operational cost savings, reduced maintenance costs/hassles, and increased performance will be the things that make EV purchase a compelling choice for anyone with average intelligence and enough snap to appreciate having more money in their pocket. All, without breathing a word about the environment, party affiliation, nor any other polarizing topic.
For now, FUD has been a deterrent to the facts reaching a wide audience. But, that's okay, for now. Eventually production will be to the point that more fact-based information can be disseminated in proportion necessary to boost demand so it will pace production.
Slowly, but surely, fact will beat FUD to a bloody pulp. Though that need not happen until the production rate accommodates any demand increase a broader grokking of EVs will generate.
Those who have embraced emotional arguments for avoiding EV purchase will be assimilated into the collective as their friends and neighbors reap the multitude of rewards EV ownership offers. Keeping up with the Joneses is an aspect of any paradigm shift which involves the masses, as Tony Seba has shown.
Resistance is futile.
Last edited:
Buckminster
Well-Known Member
I have copied all the BP Pulse stuff in here:
Supercharger Revenue
Supercharger Revenue
I personally do, as in my experience Tom Randall is probably the best "old media" journalist out there regarding EVs.
He's no particular fan of Elon but always has given due credit to Tesla for the EV revolution.
The whole article is here:
Tesla’s Cybertruck Will Test America’s Great Political Divide
The transition to electric vehicles has reached a tipping point for widespread adoption in the US — but only in states that voted for Biden.
www.bloomberg.com
while the X thread is here:
Yeah the price cuts and repair costs are doing real damage, and heavily pursuing this was their modus operandi right out of the bankruptcy gate
Not looking good, nor does this bode well for EV fleet sales in general
If you can't beat them, join themClever, let BP do your advertising
I personally do, as in my experience Tom Randall is probably the best "old media" journalist out there regarding EVs.
He's no particular fan of Elon but always has given due credit to Tesla for the EV revolution.
The whole article is here:
Tesla’s Cybertruck Will Test America’s Great Political Divide
The transition to electric vehicles has reached a tipping point for widespread adoption in the US — but only in states that voted for Biden.
while the X thread is here:
This is my personal opinion only. F150 Lightning is not gaining traction just like Beyond Meat.
Beyond Meat tries to replace real beef, but it tastes worse and it is significantly more expensive. After the initial buzz, people will go back to the real thing. The same thing happened with F150 Lightning. Sure it is a cool EV but it is so much more expensive than the regular F150 and it really doesn't do anything better.
This is why I think Cybertruck will succeed. It is not trying to replace something that already has a proven record. It is also beneficial Elon is not viewed as a liberal democrat. As Michael Jordan famously said, Republicans wear shoes too. So IMO, Cybertruck and Rivian R1T will succeed whereas F150 Lightning and Silverado EV will flop.
I actually think this political chart would be the same if we replaced the X axis with income. Tell me I'm wrong.
Sport version of Mode 3 coming:
Seat could be similar to the Cybertruck racing ones recently discovered:
Seat could be similar to the Cybertruck racing ones recently discovered:
Similar threads
- Locked
- Locked
