Found the reason why people are not buying Teslas for Taxi/uber purposes in Beijing but are buying EVs from Chinese brands.
The warranty on the battery for some of these chinese made EVs are 10 years, 600k km (or 400k miles). This is like 4x of a Tesla. Man these EV companies are so going under or magical money are keeping them afloat by the CCP.
That logic is identical to the positions
Megapacks are in an extremely competitive market. The cells and pack are the fundamentals and Tesla doesn't have anything special that would ultimately give them both a large market and sustained high margin.
The big profit potential is in being the best in a large market that isn't yet commoditized, and there's still room for that in autonomy and robotics.
EDIT: What Megapacks, cell manufacturing (solve 4680) and cars can do is buy them time.
While I agree with most of your post, I gave a disagree because you overlooked a two huge factors now differentiating suppliers of BESS, somewhat differing between residential, commercial and utility level markets. Those two are packaging and total system integration, specifically including near-instantantaneous response to pricing (i.e. grid services with participant supply integration).
The packaging part is often ignored. For large use container-sized packaging reduces shipping and installation costs, as does modular design at all levels. Software integration combines BMS, power controller, utility price adaptability with mobile device applications for administration and monitoring.
At it stands today in most markets the only complete integrations are from Tesla, Huawei and, most recently BYD. There are others from Siemens to GE which can do most of it, but nearly all are still foundering. I certainly miss some that can do that now.
Tesla does retain some advantages in all of that, and still retains the quick development capability that it shares with Huawei, and BYD plus in some respects CATL The really means that the factual limit on Tesla growth in the entire sector depends on ability to scale. That is all about battery supply, and BYD and CATL are both working hard to supply Tesla, as is everyone else including notably LG.
Everyone who argues that Tesla has missed is missing their ability to recover from missteps in part, a big part, because all those big suppliers learn from supplying Tesla. It simply does not matter that Tesla is not dominate. It matters that they continue to innovate.
Just consider that nobody yet has managed to replicate SpaceX accomplishments. That si not due to SpaceX policy, it's because all the others thought SpaceX could not succeed so squandered all the time since 28 September 2008 when SpaceX made it's first successful launch.
Then consider Tesla, that finally has competitors that are competent, innovative, and cooperative with Tesla. We now see those competitors, markets that are nearing critical mass in many countries and simultaneously see Elon Musk...
pursuing unrelated goals, successful in all but one and rapidly changing tat one and drawing ire...
with severe reactions governmental encouragement in some markets and disdain in others. That does create discomfort and debate that almost invariably blends into polemics. That is sad, it diminishes our ability to understand what is happening.
The innovation and technological advances are not slowing. There are now Four Elon companies, that are spawning major new industries (SpaceX, Tesla, Neuralink and OpenAI to Neuralink) plus Starlink creation of a new generation of communication technology. of course there is more.
The fear is that he might well be distracted from Tesla and repelled by the political issues impeding Tesla in it's home country. We cannot and should not even try to discuss the merits of those issues because they inevitably delve into the irrelevancy of the politics themselves.
Oe issue is squarely affecting all this, that compensation one. As Robyn Denholm points out so well, the Tesla costs are already been recognized, so this is
ratification not a new approval, Tesla, it seems, never reversed any charges, so this only restores options already vested but not exercised. Can that be true? If so there is no basis at all to reject the deal!
What happens when we all vote in favor? FWIW, everyone I know who held TSLA on that date, have voted in favor.
In my opinion, this may well help go beyond a seemingly singular fixation on FSD and AI, and help reestablish TSLA as one focus of major positive energy; of course assuming that has been diminished during all the 'commotion' that has generated such fears.
Moderator’s regularly-scheduled hiatus from 24h/d riding herd over y’allz -
