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TESLA, The Ambitions of Musk
mullokintyre
post Posted: Dec 3 2019, 07:16 PM
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In Reply To: blacksheep's post @ Nov 24 2019, 01:54 PM

Would have to be the ugliest thing on earth.

And just to keep it on an even keel,
From Zero hedge
QUOTE
A few things we think are worth considering when it comes to TSLA - out of the 9 products they’ve announced and sell, they only actively make 3 of them (and demand for those three products appear to have peaked) while the other 6 products they sell are vaporware, i.e., products that do not exist – yes, you heard that right:

TSLA’s current cars in production include:
Model 3 (ASPs and units are in severe decline, and sales were down -49% y/y in Oct. in its biggest market, the USA)
Model X (sales have collapsed in both the US and globally)
Model S (same as Model X)


Meanwhile, here are TSLA’s current cars/products not in production:

Roadster (unveil was 2yrs ago)
Semi (unveil was 2yrs ago)
Model Y (TSLA refuses to mention how many pre-orders they’ve received here)
Cybertruck ($100 fully-refundable deposits on a car that will likely cost $60K, or 0.167%, is the equivalent of someone putting $1.67 toward an $1,000 i-Phone & apple calling it an order)
ATV
FSD (to be FSD, TSLA would have had to achieve level 5 autonomy… they’re at level 2)
So… TSLA has more vaporware products (i.e., stuff that doesn’t exist) than real products for sale; and, it’s real products are seeing large negative y/y growth currently.
Oh… and what about E. Musk’s promise that:

TSLA would have flying cars (he made this claim 322 days ago),
TSLA would create break pads that never need to be replaced (he made this claim 336 days ago),
TSLA would have a base on Mars in 2028 (he made this claim 432 days ago),
TSLA would have a one hour body shop (this claim happened 437 days ago),
he would fix the water in all Flint houses above FDA levels (he made this claim 504 days ago),
there would be no more mass layoffs (533 days, and multiple layoffs, ago), etc.?
The point is… each claim he makes is picked up by every media site and taken as “gospel”; so, maybe the media should go to this website (link) and start holding him to some of these claims?


Agh Vapourware, something from my early IT days.
The sales and marketing geniuses would sell vapourware to clients and leave us poor software engineers to try and make it work.

The article has a couple of graphs on teslas sales which look a little depressing, but I am not allowed to paste dynamic links.
Mick



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blacksheep
post Posted: Nov 24 2019, 01:54 PM
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In Reply To: blacksheep's post @ Nov 22 2019, 06:27 PM

According to Elon Musk about 150,000 orders have been received thus far for hi Cybertruck

https://www.reuters.com/article/us-tesla-tr...k-idUSKBN1XX0O7



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Nov 22 2019, 06:27 PM
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Tesla unveils the Cybertruck, its 'bulletproof' electric ute
By CNN
6:26pm Nov 22, 2019
QUOTE
The Cybertruck has arrived and it looks nothing like any ute you've ever seen. Years after first saying it was on the way, Tesla finally revealed the electric pickup truck at its Design Studio in Hawthorne, California, just outside Los Angeles.

When the truck initially drove onto the stage, many in the crowd clearly couldn't believe that this was actually the vehicle they'd come to see. The Cybertruck looks like a large metal trapezoid on wheels, more like an art piece than a truck.


read more - https://www.9news.com.au/motoring/tesla-cyb...2f-0c4b3e5a84db

Not about to win any "beauty" contest sadsmiley02.gif



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Nov 19 2019, 02:25 PM
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Tesla may supply batteries and drivetrains for Fiat-Chrysler EVs in the future, says CEO

QUOTE
Fiat-Chrysler might be lagging somewhat among veteran automakers when it comes to the development and rollout of its own all-electric vehicles, but the company might eventually get a valuable lifeline. In recent comments, FCA CEO Mick Manley noted that Tesla may very well provide batteries and drivetrains for future Fiat-Chrysler electric cars.


QUOTE
The idea of Tesla serving as a supplier for other companies’ electric vehicles was mentioned in the company’s recently-held Q3 2019 earnings call. Similar to Manley, CEO Elon Musk seemed optimistic about the idea of Tesla selling its components to other OEMs. Addressing the topic, Musk stated that such initiatives are in line with the electric car maker’s mission.

“It would be consistent with the mission of Tesla to help other car companies with electric vehicles on the battery and powertrain front, possibly on other fronts. So it’s something we’re open to. As a lot of people know, we open-sourced our patents so that those would not serve as an obstacle to the adoption of electric vehicles or solar power or stationary storage. And we’re definitely open to supplying batteries and powertrains and perhaps other things to other car companies,” he said.

https://www.teslarati.com/tesla-batteries-d...-fiat-chrysler/

Will Tesla License Its Electric Skateboard? (Batteries + Powertrain)

QUOTE
On Tesla's Q3 2019 conference call, Elon Musk said Tesla would be willing to sell or license its electric skateboard (batteries + powertrain) to other auto OEMs. Just a couple days later, on Fiat Chryslers earnings call, the company admitted it was considering sourcing batteries from Tesla. Volkswagen is also circling with rumors the company wanted to invest in Tesla to access its battery tech .... Do you think we are on the cusp of Tesla announcing a major battery deal with a legacy car company?

https://www.youtube.com/watch?v=7duZVk4ykUc

Tesla, Inc. (TSLA) Q3 2019 Earnings Call Transcript - extract
QUOTE
George Dailey -- Morgan Stanley -- Analyst

Great. And then, if I could just sneak in one more, so it's been over seven years since you launched the Model S. And many OEMs seem that they don't have the same commitment to battery electric vehicles that you do, and many don't even offer one right now. As your business model proves to be more sustainable, could we potentially see Tesla maybe supplying other OEMs with batteries or software or complete electric vehicle architectures maybe in an effort to accelerate mass adoption of sustainable transport?

Elon R. Musk -- Founder, Chief Executive Officer & Director

Yeah, I think there's -- it would be consistent with the mission of Tesla to help other car companies with electric vehicles on the battery and powertrain front, possibly on other fronts. So it's something we're open to. As a lot of people know, we open sourced our patents so that those would not serve as an obstacle to the adoption of electric vehicles or solar power or stationary storage. And we're definitely open to supplying batteries and powertrains and perhaps other things to other car companies.

https://www.fool.com/earnings/call-transcri...transcript.aspx



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
nipper
post Posted: Nov 18 2019, 07:52 PM
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One view (extreme bull)
QUOTE
...Tesla has just won approval to begin mass production at its new “gigafactory” in Shanghai, where it was allowed to set up as the only global car maker without a local partner. “China obviously wants something that Tesla has. It’s been miraculous how quickly that plant has scaled,” ... talking of the factory, which went up in about six months.

At the same time, Wood argues that Tesla is driving down battery costs with technology that is far superior to that of other auto makers.

The traditional giants of the industry, she says, are scrambling to try and keep up the growth in EV sales while at the same time seeing sales of traditional combustion engine vehicles fall. “It’s going to be a world of hurt,” Wood says of the fate she believes is facing traditional auto makers.

When cars go autonomous, and are networked via artificial intelligence, ARK believes Tesla moves from a maker of electric vehicles – with gross margins somewhere between 25 per cent and 30 per cent – to a software-as-a-service company, where its margins will rise closer to 80 per cent...
https://www.afr.com/chanticleer/lessons-fro...20191115-p53b1q



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beancount
post Posted: Oct 16 2019, 12:19 AM
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In Reply To: blacksheep's post @ Oct 12 2019, 06:19 PM

Makes sense. There's a lot around the battery that is Tesla's responsibility.

 

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blacksheep
post Posted: Oct 12 2019, 06:30 PM
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In Reply To: mullokintyre's post @ Oct 11 2019, 07:03 AM

As the article pointed out - the lawyers petition has lead to the NHTSA reviewing whether or not to open a defect investigation. So a small win for the lawyers and their clients. It's now up to the NHTSA to determine whether to open a defect investigation. This is where it could get messy for Tesla, particularly if they find that Tesla was using over the air software updated to mask and cover up a potentially dangerous issue in their vehicles - as alleged in the petition Time will what the NHTSA will do.

QUOTE
The law firm claimed that Tesla should have notified NHTSA of the potential defect and conducted a recall of an estimated 2,000 Model S and Model X vehicles, NHTSA said in its notice.

NHTSA hasn’t opened a defect investigation but is reviewing whether to do so. Tesla shares fell as much as 2.1% before paring losses to trade at $231.36 at 3:04 p.m. in New York on Friday.

Tesla representatives didn’t respond to an email seeking comment.

NHTSA said it would evaluate the allegations and decide whether to grant or deny the petition. If NHTSA grants it, the agency would launch a preliminary defect investigation.




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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Oct 12 2019, 06:19 PM
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In Reply To: beancount's post @ Oct 11 2019, 05:22 AM

My understanding is It's not the battery cell (which is produced by Panasonic - which includes various components manufactured by others) itself that appears to be the issue covered in this article rather, as noted in the article, it's the battery management software "update" Tesla issued. I maybe wrong, but I think Tesla designed/developed the system - the system includes sensors and software that manages the charging and discharging of the batteries to make sure they do not overheat.

QUOTE
The petition, filed by a law firm representing Tesla drivers, alleges that Tesla updated battery management software in response to a potential defect that could lead to battery fires, according to the notice.


QUOTE
Tesla released the software after a Model S caught fire in a Hong Kong parking lot in May, saying at the time that the update was a precautionary measure to protect vehicle battery packs.

The August lawsuit claims those software updates limited the battery’s capacity, decreasing the amount of energy it could store and how quickly it could be charged.




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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: beancount  
 
mullokintyre
post Posted: Oct 11 2019, 07:03 AM
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In Reply To: blacksheep's post @ Oct 5 2019, 03:35 PM

Hmm, not sure if I would put a lot of credence on lawyers pontifications.

Mick



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beancount
post Posted: Oct 11 2019, 05:22 AM
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Panasonic makes the batteries for Tesla. It'd be tricky to figure out where the fault lies, between the battery itself or the configuration of the battery within the car. It is hard to imagine Tesla's configuration could cause a battery to catch on fire, especially if they worked closely with Panasonic engineers.

 
 


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