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Claims "high-volume" production by end of 2024... no chance!this report says end of 2024
Again?OT Fisker is down 46% AH today from news that it's seeking bankruptcy.
https://www.investing.com/news/stoc...in-face-of-potential-bankruptcy-432SI-3336817
I have seen this elsewhere as well. We need some grid upgrades as well asView attachment 1027681
View attachment 1027683
Interesting - it's the grid that's slowing down adoption.
More + Source: 2023 Integrated Energy Policy Report with Errata - https://efiling.energy.ca.gov/GetDocument.aspx?tn=254463
What a bunch of idiots. And I'm not talking about Fisker, which was simply over ambitious, trying to run before they could walk, and fell hard.OT Fisker is down 46% AH today from news that it's seeking bankruptcy.
https://www.investing.com/news/stoc...in-face-of-potential-bankruptcy-432SI-3336817
Theory: What if the reason why we don't have V12 is because their system isn't capable of keeping up with more users without adding more risk. Maybe they can't utilize any additional video if they're at capacity with their current Beta feedback volume. This would be as opposed to allowing more users but without the capacity to absorb it all fast enough which only increases the risk of accidents early on. They still have their own employees out roaming the countryside, so why not absorb what they can while minimizing risks. (At least that's a reason I could support anyway.)
Jim Cramer was around doing the same thing when Apple was struggling. (SHORT AND DISTORT)if only Tesla ran an ad on CNBS .. sp would be in 200s now /s
A year or two ago Petit did a USA/Europe battery plant analysis, more thorough than what I'd done. Battery capacity will be with us to support plenty of needs if minerals are available. The 4680 capacity though seems to be 2026 at best from what I recall. Based on the issues ramping 4680 I'd be careful in modeling, I'd put some very very low expectations on output. On 4680 projections I find it helpful to go back and read about LGs and Panosonics timelines on 4680s. Turns out they were good solid estimates and in both cases I think it was 2026 before large production.
While "between growth waves' it doesn't make sense to leave a factory 71% ramped if that can be avoided.
Working 5/7 days at Austin is a 71% ramped Model Y line.
They have added provisions for additional logistics and staff, 2170 cells and parts seem to be the only things that could hold back 24/7 operation.
I also would not begin to ramp the Semi while Austin Model Y was only 71% ramped. if there is contention for the cells it makes sense to use them in Model Y.
Ah yes, I get ALL my investing advice from a bunch of blankety-blanks who are too blankety-blank lazy to Google an image of an actual Fisker instead of grabbing a 10+ year old photo of a SUCCESSFUL product! /sWhat a bunch of idiots. And I'm not talking about Fisker, which was simply over ambitious, trying to run before they could walk, and fell hard.
Look at the news release from the fools at Investing.com. Really?! I really don't think the Market knows a strawberry from a banana.
Now the narratives is about how BYD can manufacture and sell cheaper models in a greater number. And meanwhile, BYD share price has been up since Feb 5, from 167 yen to 215 yen today.Just a friendly reminder that while analysts continually chase stock price movements both up and down with their ‘targets’, and social media frets over predicting the ‘bottom’, thousands of the most capable engineers and factory operators in the world are working their tails off to make great products and scale production to convert the 2 giga-vehicles on earth to EV’s over the coming decades.
I can’t predict with accuracy when FSD will be ready for mass utilization, or when Tesla’s manufacturing scale and ecosystem advantages will lead to ungodly profits, but their data advantage and maniacal focus on manufacturing efficiency give me confidence that these things are a matter of when, not if. Some may be lucky or intelligent enough to time such things and profit from the volatility, but I’m more than happy to just sit, accumulate, and watch the various cycles of anxiety/capitulation/FOMO/euphoria. We know roughly how this script plays out long term.
WSJ has a report out saying BYD is having some issue in Europe:-Now the narratives is about how BYD can manufacture and sell cheaper models in a greater number. And meanwhile, BYD share price has been up since Feb 5, from 167 yen to 215 yen today.
Here are some Chinese comments in FUTU Tesla forum:
$Tesla (TSLA.US)$當特斯拉和比亞迪 進入較勁比低價時 代表趨勢結局已定 怎麼 還那麼多人 看不透的送錢 為信仰及失去的錢 喊口號壯膽
it says when Tesla started to wage price war with BYD, it means the trend and final outcome has been set.
The one belwo says BYD has some good sales number in Brazil, Malaysia, and Thiland. Tesla cannot compete at all. If Northern American open the market to BYD, Tesla will lose to the extent that it couldn't find which way is North.
先不看$Tesla(TSLA.US)$ 股市的具体表现。来,上数据,
巴西:$BYD Company ADR(BYDDY.US)$ 海豚上市4天,销量突破7600辆;
马来西亚:BYD海豹上市4天,销量突破1300辆,更有车评人说海豹在同级别没有对手;
泰国:最近没关注,但作为东南亚车市风向标,前一段时间的车展预定量,中国新能源车包揽前10中的8席,特斯拉连前15都进不了;
……
我说了句,“如果北美向中国新能源车开放市场,特斯拉会被打的找不到北。”特斯拉信仰者一分钟内跑来杠。这它喵的有什么好杠的。
Good to know Chinese media sources aren’t any more accurate than North American.Now the narratives is about how BYD can manufacture and sell cheaper models in a greater number. And meanwhile, BYD share price has been up since Feb 5, from 167 yen to 215 yen today.
Here are some Chinese comments in FUTU Tesla forum:
$Tesla (TSLA.US)$當特斯拉和比亞迪 進入較勁比低價時 代表趨勢結局已定 怎麼 還那麼多人 看不透的送錢 為信仰及失去的錢 喊口號壯膽
it says when Tesla started to wage price war with BYD, it means the trend and final outcome has been set.
The one belwo says BYD has some good sales number in Brazil, Malaysia, and Thiland. Tesla cannot compete at all. If Northern American open the market to BYD, Tesla will lose to the extent that it couldn't find which way is North.
先不看$Tesla(TSLA.US)$ 股市的具体表现。来,上数据,
巴西:$BYD Company ADR(BYDDY.US)$ 海豚上市4天,销量突破7600辆;
马来西亚:BYD海豹上市4天,销量突破1300辆,更有车评人说海豹在同级别没有对手;
泰国:最近没关注,但作为东南亚车市风向标,前一段时间的车展预定量,中国新能源车包揽前10中的8席,特斯拉连前15都进不了;
……
我说了句,“如果北美向中国新能源车开放市场,特斯拉会被打的找不到北。”特斯拉信仰者一分钟内跑来杠。这它喵的有什么好杠的。