danrjones
Posts: 744
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Location: Ridgecrest, CA

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
Posts: 2075
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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.
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danrjones
Posts: 744
Joined: Wed Apr 17, 2019 8:02 am
Delivery Date: 17 Jun 2019
Location: Ridgecrest, CA

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: 369
Joined: Sat Oct 26, 2019 5:24 pm
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Leaf Number: 311365
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.

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