GRA
Posts: 7112
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Re: TSLA corporate outlook

Sat May 20, 2017 2:07 pm

Via IEVS:
Tesla Returns Unlimited Supercharging To Current Owners
http://insideevs.com/tesla-returns-life ... nt-owners/
In a move that caught everyone off guard, Tesla has retroactively given all of its existing Model S and Model X owners unlimited free Supercharging, including those who had been switched to the new paid-subscription service.

Previously, all those who purchased a new Tesla (after January 15th) were switched from the original unlimited use-for-life Supercharging program, to one that limited the “free” portion of charging to the first 400 kWh per year, after which fees were introduced.

The decision to make the change seems to be connected to a new referral program announced at the same time:

Starting May 19, 2017, Tesla owners can give five friends free unlimited Supercharging and a $1,000 credit toward a new Model S or Model X with their personal referral code. . . .

We should note that the new program changes the terms of what unlimited charging means to recently upgraded (and future) owners, as Tesla’s disclaimer notes that upon re-sale, the free Supercharging does not transfer to the new owner. . . .
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.

edatoakrun
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Re: TSLA corporate outlook

Sat May 20, 2017 3:33 pm

Tesla factory workers reveal pain, injury and stress: 'Everything feels like the future but us'

When Tesla bought a decommissioned car factory in Fremont, California, Elon Musk transformed the old-fashioned, unionized plant into a much-vaunted “factory of the future”, where giant robots named after X-Men shape and fold sheets of metal inside a gleaming white mecca of advanced manufacturing.

The appetite for Musk’s electric cars, and his promise to disrupt the carbon-reliant automobile industry, has helped Tesla’s value exceed that of both Ford and, briefly, General Motors (GM). But some of the human workers who share the factory with their robotic counterparts complain of grueling pressure – which they attribute to Musk’s aggressive production goals – and sometimes life-changing injuries.

Ambulances have been called more than 100 times since 2014 for workers experiencing fainting spells, dizziness, seizures, abnormal breathing and chest pains, according to incident reports obtained by the Guardian. Hundreds more were called for injuries and other medical issues.

In a phone interview about the conditions at the factory, which employs about 10,000 workers, the Tesla CEO conceded his workers had been “having a hard time, working long hours, and on hard jobs”, but said he cared deeply about their health and wellbeing. His company says its factory safety record has significantly improved over the last year...

“We’re a money-losing company,” Musk added. “This is not some situation where, for example, we are just greedy capitalists who decided to skimp on safety in order to have more profits and dividends and that kind of thing. It’s just a question of how much money we lose. And how do we survive? How do we not die and have everyone lose their jobs?”

Musk’s account of the company’s approach differs from that of the 15 current and former factory workers who told the Guardian of a culture of long hours under intense pressure, sometimes through pain and injury, in order to fulfill the CEO’s ambitious production goals...

https://www.theguardian.com/technology/ ... -elon-musk
no condition is permanent

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LTLFTcomposite
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Re: TSLA corporate outlook

Sun May 21, 2017 7:05 am

https://youtu.be/bAWq2HE9wmU
You wouldn't expect all these problems to happen to a $120k car...


Actually those are exactly the kinds of problems you should expect with a $120k car... you wouldn't expect them with a $20k car though
LTL
White 2012 SV delivered 10 Dec 2011 returned 25 Nov 2014 replaced with stopgap ICE Sentra
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dgpcolorado
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Re: TSLA corporate outlook

Sun May 21, 2017 11:43 am

GRA wrote:Via IEVS:
Tesla Returns Unlimited Supercharging To Current Owners
http://insideevs.com/tesla-returns-life ... nt-owners/
In a move that caught everyone off guard, Tesla has retroactively given all of its existing Model S and Model X owners unlimited free Supercharging, including those who had been switched to the new paid-subscription service.

Previously, all those who purchased a new Tesla (after January 15th) were switched from the original unlimited use-for-life Supercharging program, to one that limited the “free” portion of charging to the first 400 kWh per year, after which fees were introduced.

The decision to make the change seems to be connected to a new referral program announced at the same time:

Starting May 19, 2017, Tesla owners can give five friends free unlimited Supercharging and a $1,000 credit toward a new Model S or Model X with their personal referral code. . . .

We should note that the new program changes the terms of what unlimited charging means to recently upgraded (and future) owners, as Tesla’s disclaimer notes that upon re-sale, the free Supercharging does not transfer to the new owner. . . .
It appears that those of us with older cars not only have free unlimited Supercharging (called "FUSC" in the Tesla community) on our current cars, but on any future S/X cars we buy as well:
You have free, unlimited Supercharging, including your current Tesla and any new Model S or Model X you purchase. If you choose to sell your current Tesla, free Supercharging will transfer to the next owner. In addition, up to five friends you refer will also receive free Supercharging.

This is a nice benefit for current S/X owners and will allow them to trade in for a newer car in the future without losing FUSC, if I understand it correctly.


Not that I expect anyone here to be interested, since MNL tends to be rather anti-Tesla, as one can see from many, many posts above, but here's my referral code...
Blue 2012 SV Dec 2011 to Feb 2016
CPO 2014 Tesla S60 Mar 2016
One car, no ICE, at last!
Tesla Referral Code

lorenfb
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Re: TSLA corporate outlook

Thu Jun 01, 2017 8:58 am

The numbers are in for Tesla from: http://insideevs.com/monthly-plug-in-sales-scorecard/

Summary YTD for U.S.:
S - 8845, X - 6745, Total - 15590 (for 2016 YTD was 12185 - only a 22% increase for YTD U.S. over '16)

Assuming 65% U.S. then WW - 24K, or assuming 50% U.S. then WW - 31K

Assuming that Tesla plans to achieve in excess of 100K sales for 2017 (2016 - 76K), then Tesla needs to deliver
worst case about 76K or in the best case about 69K. That amounts to an average combined S & X delivery rate
of about 11K units per month WW worst case or about 10K best case. The highest delivery rate occurred this
year in March (U.S. ~ 5.6K, @ 50% WW 11.2K). So if can achieve for the balance of the year, a delivery rate
exceeding March '17, then Tesla may achieve 100K deliveries for 2017. Good luck Elon!

Note: Above assumptions based on Model 3 being insignificant for 2017.

GRA
Posts: 7112
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Location: East side of San Francisco Bay

Re: TSLA corporate outlook

Thu Jun 01, 2017 4:48 pm

Via IEVS:
Elon Musk Leaves President Trump’s Council Over Paris Climate Accord Withdrawal
http://insideevs.com/elon-musk-trumps-council-paris/

My knee-jerk reaction was that he should over this; OTOH, it's not as if there was much doubt what the President was going to do, so the reasons for him staying on the council remain valid.
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.

DanCar
Posts: 894
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Location: SF Bay area, 94043

Re: TSLA corporate outlook

Thu Jun 01, 2017 9:25 pm

GRA wrote:Via IEVS:
Elon Musk Leaves President Trump’s Council Over Paris Climate Accord Withdrawal
http://insideevs.com/elon-musk-trumps-council-paris/
My knee-jerk reaction was that he should over this; OTOH, it's not as if there was much doubt what the President was going to do, so the reasons for him staying on the council remain valid.
Agree. It would be better if he is on the inside, rather than outside. Maybe who could wrestle some tax credit extension.

GRA
Posts: 7112
Joined: Mon Sep 19, 2011 1:49 pm
Location: East side of San Francisco Bay

Re: TSLA corporate outlook

Mon Jun 05, 2017 5:31 pm

Via GCR:
AAA raises Tesla insurance rates 30 percent; company disputes analysis
http://www.greencarreports.com/news/111 ... s-analysis
AAA combed through its own data and found Model S and Model X owners had abnormally high claim rates. The claim rates were also much costlier than competing vehicles in the Model S and Model X's respected classes. After cross-investigating AAA's data with the Highway Loss Data Institute, AAA announced insurance rates could rise 30 percent for the vehicles.

Tesla immediately refuted all claims by AAA and the Highway Loss Data Institute, according to Automotive News.

"This analysis is severely flawed and is not reflective of reality," Tesla said in a statement. "Among other things, it compares Model S and X to cars that are not remotely peers, including even a Volvo station wagon."

AAA is confident the data speaks for itself.

"Looking at a much broader set of countrywide data, we saw the same patterns observed in our own data, and that gave us the confidence to change rates," Anthony Ptasznik, chief actuary of AAA, said.

The Model S is involved in 46 percent more claims than average, and the claims cost twice as much than the average. Model X owners filed claims 41 percent more often compared to the average and repairs cost 89 percent more than the average insurance claim. . . .


IEVS version:
AAA Raises Insurance Premiums For Tesla: High Claim Frequency, Costly Repairs
http://insideevs.com/insurance-raises-tesla-model-s-x/
It turns out Tesla’s forward thinking regarding the Insure My Tesla program may be a necessary step. . . . [GRA note: same details as above re frequency/cost of claims]

Despite all of this, insurance companies are working on new ways to calculate premiums, and vehicle autonomy should play a part. An Ohio insurance startup called Root, bases insurance on driver behavior, which is monitored via a mobile phone app. Root CEO Alex Timm believes that self-driving tech should lower rates as well. Root gives Tesla drivers an additional discount due to the NHTSA’s findings that Autopilot’s Autosteer feature reduces crashes by 40 percent. . . .
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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LTLFTcomposite
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Re: TSLA corporate outlook

Fri Jun 09, 2017 11:20 am

Who cut cheese? Did the momentum simply play out or is bad news coming?
LTL
White 2012 SV delivered 10 Dec 2011 returned 25 Nov 2014 replaced with stopgap ICE Sentra
[35 months] [35K miles] [9 Bars]
2013 Volt replaced after 36 months/30k miles with ICE Rogue

WetEV
Posts: 1715
Joined: Fri May 04, 2012 8:25 am
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Re: TSLA corporate outlook

Fri Jun 09, 2017 12:23 pm

LTLFTcomposite wrote:Who cut cheese? Did the momentum simply play out or is bad news coming?


Microsoft, Apple, Intel, and a bunch of other high tech company stocks also dropped.
WetEV
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Most everything around here is wet during the rainy season. And the rainy season is long.
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