frontrangeleaf
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Location: Denver Area

Re: TSLA corporate outlook

Wed Aug 05, 2020 10:00 am

Wiper controls are a solved problem. No need to put them on the touchscreen at all. The touchscreen is a mix of genuine innovation, some novelty with little or no real world value, and giant leaps backward in ergonomics.

Not a fan overall.

-b
Empty-nesters - NW Denver-Boulder Area

2019 Leaf SL Plus
2015 Audi Q5 TDI
2007 BMW Z4 3.0Si
2012 VW GTI

mtndrew1
Posts: 332
Joined: Wed Jan 09, 2013 9:52 am
Location: Gardena CA

Re: TSLA corporate outlook

Wed Aug 05, 2020 10:01 am

johnlocke wrote:
Sun Jul 26, 2020 8:59 pm
coleafrado wrote:
Sun Jul 26, 2020 7:47 am
https://www.reddit.com/r/TeslaModelY/co ... ditioning/

Tesla's one advantage is that it has a lead in the North American market and has a whole local partnership with Panasonic. Everywhere else, like the EU, its competitors are on home turf.
Tesla has at least two advantages. The first is a comprehensive charging network and the second is technical expertise in battery chemistry and manufacturing. Neither one is likely to be challenged anytime soon. Tesla is also not burdened with a legacy ICE installed base. ICE manufacturers can't produce and sell EV's without hurting their main business model..

Tesla can move a given class of vehicle farther on a kWh of energy than any other automaker. They simultaneously pay less for that kWh of storage than any automaker. Those qualities are at the core of their competencies.

The supercharging network, autopilot, and software updates are just icing on that cake.

Ford needs 98 kWh to push a Mach-E as far as the 75 kWh Model Y. If Ford is paying $145/kWh at the pack level ($14,210) and Tesla is paying 10% less for their own batteries ($9,787.50) then that means Ford is $4,422.50 behind Tesla in the same class of car. Then Ford has to slice some more money off the top for dealer profit.

Automakers fret over fractions of a cent on parts costs. Having a built in $4,422.50 deficit right from the start puts Tesla’s advantage on full display. This is why they’re clobbering everyone.
2018 Tesla Model 3 Long Range (100% charge @ 43k miles shows 5.8% degradation)

2013 Nissan Leaf S + QC sold with warranty pack replacement (~35% degradation @ ~40k miles)

2015 Kia Soul EV+ Lease returned 10/14/17 45,000 miles w/ 13.8% degradation.

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dgpcolorado
Posts: 3166
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Location: The Western Slope, Colorado

Re: TSLA corporate outlook

Wed Aug 05, 2020 11:36 am

frontrangeleaf wrote:
Wed Aug 05, 2020 10:00 am
Wiper controls are a solved problem. No need to put them on the touchscreen at all. The touchscreen is a mix of genuine innovation, some novelty with little or no real world value, and giant leaps backward in ergonomics.

Not a fan overall.

-b
Completely agree. My Model S wiper stalk, sourced from a Mercedes supplier from what I've read, works fine. I can't fathom why they had to use a less functional one on the Model 3/Y — just to be clever? Voice commands are ok but they don't work at all in areas of poor cell (AT&T) reception IME and they take a lot more thought/distraction to use than twisting a wiper stalk.
Blue 2012 SV Dec 2011 to Feb 2016
CPO 2014 Tesla S60 Mar 2016
One car, no ICE, at last!

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jlv
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Re: TSLA corporate outlook

Fri Aug 07, 2020 7:31 am

I moved the off-topic discussion on auto-dimming mirrors to here: viewtopic.php?f=10&t=31325
LEAF '13 SL+Prem (mfg 12/13, leased 4/14, bought 5/17, sold 11/18, 34K mi, AHr 58, SOH 87%)
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GRA
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Location: East side of San Francisco Bay

Re: TSLA corporate outlook

Fri Aug 07, 2020 5:27 pm

^^^ (OT) That's "auto-dimming mirrors", Sir! We'll need a whole other topic for auto-dimming headlights😁
Guy [I have lots of experience designing/selling off-grid AE systems, some using EVs but don't own one. Local trips are by foot, bike and/or rapid transit].

The 'best' is the enemy of 'good enough'. Copper shot, not Silver bullets.

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jlv
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Re: TSLA corporate outlook

Mon Aug 10, 2020 7:09 am

GRA wrote:
Fri Aug 07, 2020 5:27 pm
^^^ (OT) That's "auto-dimming mirrors", Sir! We'll need a whole other topic for auto-dimming headlights😁
Fixed! (I often find my brain thinks one word and my fingers type something else)
LEAF '13 SL+Prem (mfg 12/13, leased 4/14, bought 5/17, sold 11/18, 34K mi, AHr 58, SOH 87%)
Tesla S 75D (3/17, 45K mi)
Tesla X 100D (12/18, 23K mi)
ICE free since '18
100K+ 100% BEV miles since '14

GRA
Posts: 12399
Joined: Mon Sep 19, 2011 1:49 pm
Location: East side of San Francisco Bay

Re: TSLA corporate outlook

Mon Aug 10, 2020 5:24 pm

jlv wrote:
Mon Aug 10, 2020 7:09 am
GRA wrote:
Fri Aug 07, 2020 5:27 pm
^^^ (OT) That's "auto-dimming mirrors", Sir! We'll need a whole other topic for auto-dimming headlights😁
Fixed! (I often find my brain thinks one word and my fingers type something else)

Ah yes, what I call brain farts. They seem to be happening more often to me as I get older. But I'd better leave it there, or you'll have to be starting another topic ;)
Guy [I have lots of experience designing/selling off-grid AE systems, some using EVs but don't own one. Local trips are by foot, bike and/or rapid transit].

The 'best' is the enemy of 'good enough'. Copper shot, not Silver bullets.

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dgpcolorado
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Re: TSLA corporate outlook

Tue Sep 01, 2020 2:56 pm

https://www.reuters.com/article/us-tesl ... uxbndlbing

Tesla is taking advantage of the crazy stock price to raise more capital with a $5B stock offering. In dilution terms it is a speck, due to the stock valuation, but in debt reduction terms it is significant.
Blue 2012 SV Dec 2011 to Feb 2016
CPO 2014 Tesla S60 Mar 2016
One car, no ICE, at last!

GaleHawkins
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Re: TSLA corporate outlook

Tue Sep 01, 2020 4:13 pm

Now is good timing while the general market is making new highs.

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dgpcolorado
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Re: TSLA corporate outlook

Fri Oct 02, 2020 9:40 am

Tesla Inches Near 2020 Goal on Quarterly Sales Record
The Palo Alto, California-based carmaker delivered 139,300 cars, eclipsing its prior all-time high of 112,000 in the fourth quarter of 2019 and above the 129,950 projected by analysts surveyed by Bloomberg...

...The strong showing by Tesla remains a bright spot in a global auto industry roiled by the pandemic. The quarterly sales are a barometer of worldwide EV demand as Tesla seeks to maintain its lead over startups and established automakers alike that plan to launch dozens of competing battery-powered vehicles in the next several years. Tesla’s global market share in EVs last year was an industry-leading 16%, according to a recent report by McKinsey & Co.
Blue 2012 SV Dec 2011 to Feb 2016
CPO 2014 Tesla S60 Mar 2016
One car, no ICE, at last!

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