TSLA - Tesla Motors

[rb]

That's correct. Please Outcast me/my opinions as biased. Can tell in California ,  religion  is spreading quickly enough.

You do know that California is not the world right?

  Saying goes: The way California goes, so goes the nation. In last 30 years, more or less the world.

Thank you for that bit of wisdom not backed by any facts. By the way is that what they are saying in New York, or Beijing, or Tokyo, or Berlin, or Paris?

[rb]

I think existing car makers would have trouble to acquire as many resources than Elon Musk didnwith Tesla. We are talking about 10‘s Billion of Dollars here. Had an old fashioned car company done just thwt and got to a similar where Tesla is now, with the same amount of resources spent, the capital markets would have punished the car company and activist would be crawling all over them.

 

Or to puthe it in ScottHalls words, Elon had thr better story and could sell it. Think about thr genius of calling his company Tesla, which has a mystique to it. Early on, he was able draw on the rich engineering resources from electric car enthusiast in CA that were willing to do or from him withoutnElon paying through thr nose. He was able to raise billions of dollars simply on price missed (most of which he cannot hold , at least not in a timely manner)l his for rays into SpaceX, Hyperloop, Flamethrowers, Mars exploration. All of her dreams and Elon can sell them better than anyone else and much better than car executives in suits from sure.

I would say that BMW could do it if they wanted to. It's largely a family business. Suzanne Klatten owns 21% of it and Stefan Quandt owns 26% of it. I bid any activist that wants to pick on it good luck! But then why would they set fire to 10s of billions of dollars of their own money? It's not very rational behaviour. I also heard that those two are not starting any candy companies either.

 

Another thing to consider is that up to now Tesla has pretty much had the entire playing field to themselves. As these other serious companies start jumping in Tesla is going to bump into their design and engineering capabilities. These guys are bring fresh new models to markets. The model S is 6 years old. Tesla is having problems producing the model 3. How will they do when on top of that they have to handle a redesign/reengineer/retooling for a new model S on top of that?

[Lakesider]

I don't think that the traditional manufactures are putting their heads in the sand. I think they are still pushing their petrol cars still because they are higher margin sales.

 

I cant see there is a huge first mover advantage in the Electric car market (thinking of Chrysler and the first minivan). Sure Tesla made some sales to early adopters but they are being copied at an alarming rate, and i think consumers  would have no preference getting a Tesla (Even though they are great cars) over any other brand of electric cars.

 

The other brands all have electric cars, and when their time comes they will start pushing the sales as hard as everyone else. The advantage they will have is they will get the lines up and profitable earlier on because in reality an electric car is still a car.

 

I was sat in traffic behind an Electric VW golf today, and I wanted one. They are many alternatives to tesla out there. Kia showed off a new EV yesterday ..

https://www.express.co.uk/life-style/cars/956151/Kia-Niro-EV-2018-Electric-car-pictures

 

 

[Investmentacct]

That's correct. Please Outcast me/my opinions as biased. Can tell in California ,  religion  is spreading quickly enough.

You do know that California is not the world right?

  Saying goes: The way California goes, so goes the nation. In last 30 years, more or less the world.

Thank you for that bit of wisdom not backed by any facts. By the way is that what they are saying in New York, or Beijing, or Tokyo, or Berlin, or Paris?

  It's understood well in the context of Technology and innovation. Remove the California/west from picture and technologies which came out in last 30 years, and try to picturize how world look today. Would be pretty similar to what we left in 90s. However, our current topic is Tesla so let's stick to it. I would not opine on religious sermon. Thanks.

[Cardboard]

Wasn't the first smart phone developed around some place called Kitchener, Ontario?

 

With the record now straight maybe that we can get back to Tesla and its production issues. Or something that even retards from the 90's in Michigan, Ohio, Tennessee and Ontario have figured out?

 

Cardboard

[rb]

It's understood well in the context of Technology and innovation. Remove the California/west from picture and technologies which came out in last 30 years, and try to picturize how world look today. Would be pretty similar to what we left in 90s. However, our current topic is Tesla so let's stick to it. I would not opine on religious sermon. Thanks.

I agree we should return to the thread topic. But in the spirit of California technology.... one last thing....

 

This site has an ignore function. I haven't considered using it on anyone. Scottie is a troll and in my opinion useless and annoying. Haven't thought to ignore him. Cardboard really doesn't like me and takes every opportunity he has to insult me. Haven't thought to ignore him.

 

But man... your thought process and reasoning has made me to consider the ignore functionality of this technology. There's a first!

[Grant]

The notion that other manufacturers have their head in the sand is factually incorrect. Virtually every manufacturer is in the midst of building electric cars. Mary Barra has stated GM sees an all-electric future. VW is building charging networks and BEVs. Anyone in doubt of this should page the first slideshow here. Yes the author is probably irrationally bearish on Tesla, but his facts aren't wrong.

 

You can certainly make the argument other manufacturers haven't reacted to Tesla quickly enough, but there's no denying their current course.

 

Thirdly, remember their development cycle for a completely new platform is 3 to 5 years. This is longer than Tesla's, but quality and manufacturing output are higher. Most car buyers aren't enthusiasts like Tesla buyers, and will not put up with quality and safety issues like Tesla owners do. Traditional car manufacturers are much more risk averse than Tesla, which is why they often don't have features like OTA updates and autopilot.

 

>> This line of thinking is similar to, flat earth society.

 

No, there's no similarity here at all.

[walt373]

I cant see there is a huge first mover advantage in the Electric car market (thinking of Chrysler and the first minivan)

 

That's a great point, and the second-mover advantage is a thing as well. Tesla made electric cars appealing, and its competitors will make them profitable.

[Liberty]

Looks like grid-scale batteries work pretty well:

 

https://electrek.co/2018/05/11/tesla-giant-battery-australia-reduced-grid-service-cost/

[Guest longinvestor]

http://en.byd.com/usa/energy/utility-ess/

 

BYD has storage solutions all over the globe.

 

http://en.byd.com/usa/news-posts/bloomberg-chinas-elon-musk-is-ready-for-his-star-turn/

 

While Wang has often been called China’s Elon Musk, it might be more accurate to say that Musk is America’s Wang Chuanfu.

[Liberty]

http://en.byd.com/usa/energy/utility-ess/

 

BYD has storage solutions all over the globe.

 

http://en.byd.com/usa/news-posts/bloomberg-chinas-elon-musk-is-ready-for-his-star-turn/

 

While Wang has often been called China’s Elon Musk, it might be more accurate to say that Musk is America’s Wang Chuanfu.

 

That's great, there's more than enough market for everyone.

 

Like with EV's, Musk giving these things a much higher profile will help the rest of the industry. A bunch of towns and grid operators are paying close attention to the autralian battery, and they might not have been with a lower profile project.

[Liberty]

https://www.bloomberg.com/news/articles/2018-05-14/tesla-moves-a-step-closer-to-china-production-by-setting-up-unit

[Liberty]

Musk presentation about his Boring Company. Not directly related to Tesla, but I thought people reading this thread might be interested:

 

[A_Hamilton]

Musk presentation about his Boring Company. Not directly related to Tesla, but I thought people reading this thread might be interested:

 

 

Problems at Tesla. Response: Look at this shiny thing over here!

[Liberty]

Musk presentation about his Boring Company. Not directly related to Tesla, but I thought people reading this thread might be interested:

 

 

Problems at Tesla. Response: Look at this shiny thing over here!

 

Out of curiosity, have you watched the presentation?

[benhacker]

Does anyone have base-rate data for exec/employee turnover across Fortune 1000 or something similar?  Lots of stuff going around about TSLA exec departures, but curious what the base rate is, and I realize I don't have the data.

 

Thanks,

[Investmentacct]

Musk presentation about his Boring Company. Not directly related to Tesla, but I thought people reading this thread might be interested:

 

 

Located below items related to Tesla:

 

The Boring Co.’s tunnel boring machines are all-electric, making them 3x as powerful than conventional tunnel boring machines. Tesla batteries are used to power the machines, which eliminates the need for cabling.

The Boring Company is aiming to drill and lay tunnel walls simultaneously while excavating dirt from the tunnel using battery-electric locomotives, which are equipped with two Model 3 motors.

 

Source: https://www.teslarati.com/elon-musk-boring-company-information-session-key-takeaways/

 

 

 

[rb]

Tunnel boring machines are already all electric. They also drill and lay tunnel walls simultaneously. They're fed by a circuit that delivers something like 26,000 kw. What kind of batteries will be needed to power those monsters up? The largest Model S battery i think is 100 kw. Also how do you recharge the batteries without cabling?

[Liberty]

Tunnel boring machines are already all electric. They also drill and lay tunnel walls simultaneously. They're fed by a circuit that delivers something like 26,000 kw. What kind of batteries will be needed to power those monsters up? The largest Model S battery i think is 100 kw. Also how do you recharge the batteries without cabling?

 

If you watch the presentation, you'll see that they originally had a conventional boring machine, then they created a new upgraded one that is 3x more powerful and faster, and they've designed one that should be orders of magnitude faster than current tech.

 

What's currently electric and that usually isn't is the earth moving locomotive, which also removes the need for large ventilation pipes to clear up the dangerous diesel exhaust.

 

Basically, it looks like tunnel boring is an industry that hasn't progressed in decades, mostly because those that do it have little incentive to and make a lot more money by extending projects and charging more. Nice to see how fast progress can be made by talented engineers with different incentives. I'd love to see this happen to all kinds of other industries (and it already is, to a certain extent, but more please).

[rb]

The current practice in tunnel boring is not to use earth moving locomotives. They pump water down, mix the earth with the water into a slurry and then pump the slurry back to the surface. That process is also electric. The pumps are controlled by the TBM and are powered by another mid voltage circuit that delivers 28,000-30,000 kw.

[Liberty]

The current practice in tunnel boring is not to use earth moving locomotives. They pump water down, mix the earth with the water into a slurry and then pump the slurry back to the surface. That process is also electric. The pumps are controlled by the TBM and are powered by another mid voltage circuit that delivers 28,000-30,000 kw.

 

Depends on the size of the tunnel, I think. For the diameter of their test tunnel, which is what they were talking about and showing in the video, seems like diesel equipment is usually used but they used an electric locomotive instead. But I could be wrong.

[rb]

You can use the slurry pump method for virtually all tunnel sizes. It's cheaper because you don't have to lay track to move the little trains. But then the slurry isn't moved by 2 model 3 motors.

[Liberty]

You can use the slurry pump method for virtually all tunnel sizes. It's cheaper because you don't have to lay track to move the little trains. But then the slurry isn't moved by 2 model 3 motors.

 

I'm sure you can use it, but I'm not sure if it makes sense to use it for a test tunnel. I'd have to know the capital intensity of each method and whether you need different permits and resources to use lots of water and have huge amounts of slurry coming out in Los Angeles rather than dry earth that can be taken away by trucks or whatever.

[rb]

The pacific ocean will suffice for the amount of water needed.

[Liberty]

The pacific ocean will suffice for the amount of water needed.

 

Are you trolling now?

 

Obviously I don't literally mean that there's no enough water, I meant that when you're trying to pipe in lots of water into the parking lot of SpaceX and pipe out lots of slurry, things get complicated quickly, including with logistics and permitting and such. Driving away with trucks filled with dirt, though, is a lot easier.