danrjones
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Re: TSLA corporate outlook

Thu Oct 15, 2020 8:13 am

TESLA is a weird mix. Things in regards to their batteries, see below, make you excited. On the other hand, they can't even deign a door to open and close. See TFL's latest video, their model Y door has broken for a third time. I agree with TFL, that is a safety issue.

https://insideevs.com/news/448893/tesla ... ower-size/
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DougWantsALeaf
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Re: TSLA corporate outlook

Thu Oct 15, 2020 9:32 am

Maybe tesla exits the complete car business and just sells parts/batteries to the industry. Become the arms dealer, you win regardless of where markets are goes.
2019 S Plus (98.06% SOH) & 2019 SV Plus (94.77% SOH) Both Silver
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danrjones
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Re: TSLA corporate outlook

Thu Oct 15, 2020 3:52 pm

DougWantsALeaf wrote:
Thu Oct 15, 2020 9:32 am
Maybe tesla exits the complete car business and just sells parts/batteries to the industry. Become the arms dealer, you win regardless of where markets are goes.
From the news I have heard, their model 3's being produced in China are achieving excellent quality. Makes one wonder if the problem is specific to their Fremont factory.
2018 Leaf SV Pearl White with Tech and All Weather, Purchased New on 5/3/19

GaleHawkins
Posts: 400
Joined: Sat Oct 26, 2019 5:24 pm
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Location: Murray KY

Re: TSLA corporate outlook

Thu Oct 15, 2020 5:01 pm

danrjones wrote:
Thu Oct 15, 2020 3:52 pm
DougWantsALeaf wrote:
Thu Oct 15, 2020 9:32 am
Maybe tesla exits the complete car business and just sells parts/batteries to the industry. Become the arms dealer, you win regardless of where markets are goes.
From the news I have heard, their model 3's being produced in China are achieving excellent quality. Makes one wonder if the problem is specific to their Fremont factory.
The quality from Tesla naturally should be better from China and Sandy Munro expects a boost in quality out of German. The CA operations started out using a savaged GM location and lots of people in the build process. We know cars built by machines can be of higher quality than built by humans on an assembly line. I expect TX will stand for quality since it will contain the next generation of car building machines
based on the latest technologies.

As the number of parts goes from many to a few is one way Elon can get to shipping quality $25K Tesla's one day.

India as of today is still a wildcard but it and the 5 factories to follow should have better and better generations of car building machines.

At some point after Tesla is building 10 million units annually they are expected to supply other makers with batteries, motors, software and hardware. They did supply MB with motors and batteries earlier to launch them into the EV field.

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

Re: TSLA corporate outlook

Mon Oct 19, 2020 5:10 pm

ABG:
Tesla just slashed its warranty for used vehicles

Older Model S sedans and Model X crossovers get a lot less coverage
https://www.autoblog.com/2020/10/19/tes ... -warranty/
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.

GRA
Posts: 12399
Joined: Mon Sep 19, 2011 1:49 pm
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Re: TSLA corporate outlook

Mon Oct 19, 2020 8:18 pm

IEVS:
Tesla Is Calling Model Y Owners For Roof Inspection After One Flew Off
https://insideevs.com/news/449623/tesla ... nspection/
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.

GRA
Posts: 12399
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Re: TSLA corporate outlook

Wed Oct 21, 2020 9:47 pm

GCR:
Musk: Tesla Semi ramp-up depends on battery cell supply—and infrastructure partners
https://www.greencarreports.com/news/11 ... e-partners


5th consecutive quarterly profit.
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.

GaleHawkins
Posts: 400
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Re: TSLA corporate outlook

Wed Oct 21, 2020 10:19 pm

GRA wrote:
Wed Oct 21, 2020 9:47 pm
GCR:
Musk: Tesla Semi ramp-up depends on battery cell supply—and infrastructure partners
https://www.greencarreports.com/news/11 ... e-partners


5th consecutive quarterly profit.
Looks like this may be the trend for the next 40 quarters.

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jlv
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Re: TSLA corporate outlook

Tue Nov 03, 2020 8:27 am

An interesting article on range increases.
Tesla Tells Us How It Keeps Beating Nearly Everyone in the Range Game
https://www.caranddriver.com/news/a3404 ... y-details/
(and not just because my company's products were mentioned ;))
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GaleHawkins
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Re: TSLA corporate outlook

Tue Nov 03, 2020 9:57 am

jlv wrote:
Tue Nov 03, 2020 8:27 am
An interesting article on range increases.
Tesla Tells Us How It Keeps Beating Nearly Everyone in the Range Game
https://www.caranddriver.com/news/a3404 ... y-details/
(and not just because my company's products were mentioned ;)
Thanks for sharing. I read the entire article and watched the video at the end. It amazes me how EV's from ICE OEM makers are losing ground compared to Tesla year by year. Last week I finally understood why Tesla is leading by years in FSD which I need due to physical limitations.

I am thankful for the <22K mile 2016 SL with 4 cameras and a 9/12 battery we got a year ago. 5 weeks later it had an 8/12 bar battery and now the range is 150 miles. It is my 6th Nissan but the first one without a gas tank.

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