TSLA corporate outlook

My Nissan Leaf Forum

Help Support My Nissan Leaf Forum:

This site may earn a commission from merchant affiliate links, including eBay, Amazon, and others.
LeftieBiker said:
As is mentioned in the comments section (and not at al by the idiot author) there are many different heat pumps, with effective heating temp ranges that can end as high as right at Freezing, to -25F, so until Tesla publishes actual specs and/or drivers do tests in cold temps, it won't be known how much of an advantage this particular heat pump gives the Model Y.

You're right, but I'd be really surprised if Tesla would bother with a half-assed implementation when it comes to efficiency.
 
I wouldn't be surprised if Tesla had chosen a reasonably-priced heat pump that worked in the same range as the Leaf heat pump - in which case there will be a lot of angry Tesla drivers in colder climates.
 
Almost seems like the heat pump was added to satisfy the demands of customers, and not because it was a better optimization of power effciiency against cost.
 
Lot's of assumptions with no facts on how well the heat pump works and / or if there is also a resistive heater. To say it was added to please customers is quite entertaining to say the least. Perhaps a good to[ic for a model Y thread.
 
GaleHawkins said:
Since the Model Y now has it as well as a factory tow package per the manual that makes me more excited about owning a Tesla.
There was a report over the weekend that the tow package might only be available in EU.
https://electrek.co/2020/03/15/model-y-owners-manual-wheres-tow-hitch/
 
jlv said:
GaleHawkins said:
Since the Model Y now has it as well as a factory tow package per the manual that makes me more excited about owning a Tesla.
There was a report over the weekend that the tow package might only be available in EU.
https://electrek.co/2020/03/15/model-y-owners-manual-wheres-tow-hitch/

I can see that being the case for many reasons. We have the F-150 and Subaru Forester with hitches and I think towing and self driving cars could be self defeating safety wise. Hopefully the Leaf will hang with us for 4 more years and we will see if Tesla is still in the game and what they have to offer. Our new 40 kWh battery SOH is dropping but thankful last month it started out at 99.87% of SOH and this morning it was 99.49%.

There is talk of a $25K Tesla but between all of the announced new vehicles and Mars I expect that might be 10 years down the road. We will see what VW does long term in the lower end EV market.
 
I wonder if how the Bay Area lockdown for COVID-19 I posted at https://mynissanleaf.com/viewtopic.php?p=581008#p581008 will affect Tesla. Their Fremont plant is in Alameda County and their HQ is in Santa Clara County, both of which are included.

Haven't had a chance to carefully read the orders yet and whether they can legally stay open still producing cars and delivering them.

For me, I'm now forced to WFH due to the order and due to stronger and stronger prodding and emails from upper management at work.
 
Apparently per https://www.latimes.com/business/story/2020-03-16/coronavirus-tesla-fremont-factory-musk:
Alameda County has declared Tesla an “essential business” that is allowed to remain in operation, according to a county spokesman.

What’s essential about automobile manufacturing in the midst of a viral pandemic? “That’s a good question,” said spokesman Ray Kelly, promising more information would be forthcoming. “We’re in uncharted waters right now.”
 
Maybe essential in terms of keeping the financial markets afloat versus essential for people hunkered down at home i.e. massive stashes of toilet paper.

This morning Jim Cramer said Boeing was too big to fail (stock market is taking them down); but TSLA has a larger market cap than BA. Should TSLA be allowed to fail? Closing the factory would probably have that effect. Could be said for any company though.
 
LeftieBiker said:
As is mentioned in the comments section (and not at al by the idiot author) there are many different heat pumps, with effective heating temp ranges that can end as high as right at Freezing, to -25F, so until Tesla publishes actual specs and/or drivers do tests in cold temps, it won't be known how much of an advantage this particular heat pump gives the Model Y.
I put some information about the Tesla heat pump system in the Model Y thread:

https://mynissanleaf.com/viewtopic.php?f=10&t=28063&p=581034#p581034
 
nlspace said:
Maybe essential in terms of keeping the financial markets afloat versus essential for people hunkered down at home i.e. massive stashes of toilet paper.

This morning Jim Cramer said Boeing was too big to fail (stock market is taking them down); but TSLA has a larger market cap than BA. Should TSLA be allowed to fail? Closing the factory would probably have that effect. Could be said for any company though.
Yeah... I dunno. Too big to fail? Tesla would probably fail if its Fremont plant were shut down for an extended period of time.

https://www.sccgov.org/sites/phd/DiseaseInformation/novel-coronavirus/Pages/order-health-officer-031620.aspx is the order for my county. Look under "For the purposes of this Order, "Essential Businesses" means". Tesla HQ is in that county.

http://www.acgov.org/documents/Final-Order-to-Shelter-In-Place.pdf is Alameda County's. Tesla's Fremont plant is there.

There are at least two threads on "TMC" about this:
https://teslamotorsclub.com/tmc/threads/sf-bay-area-shelter-in-place.188521/
https://teslamotorsclub.com/tmc/threads/tesla-fremont-factory-is-shutting-down.188638/ along with a pointer to https://twitter.com/russ1mitchell/status/1240122646299398146.
 
cwerdna said:
Yeah... I dunno. Too big to fail? Tesla would probably fail if its Fremont plant were shut down for an extended period of time.
Perhaps. If so, will have lots of company... There are a lot of companies with a poor cash balance, weeks or even days. Tesla has cash for months.

Tesla has contracts to buy lots of stuff with volume requirements. Lucky for Tesla, many of the suppliers can't deliver, as Tesla is required to buy. You can't supply, I can't buy, let us work out a new agreement. Also, I suspect some law will be passed that forces delays in all such agreements. As Tesla again has lots of company.

Tesla has a plant in China that should be earning profits. While probably doesn't cover the rest of the companies expense, it should help.

Musk is totally clueless on the impact of coronavirus.

10% of the deaths in Italy are due to coronavirus. Intensive care is full of coronavirus cases, overloaded in some places. Confirmed cases are 0.05% of the population.
 
EVDRIVER said:
GRA said:
TSLA $361.22.

I guess you are not following the entire market. Looks like buying opportunities are ahead.


No, some of my post got lost - I'm posting from my phone for the first time, and let's just say I have a long way to go until I'm adept. What was supposed to precede that was news that the Sheriff was pressuring Tesla to shut the factory down, except for essential operations like payroll & maintenance.
 
Tesla is shutting down.

https://www.washingtonpost.com/world/2020/03/19/coronavirus-latest-news/

Monday. Someone interested could work out how many people are likely to get infected tomorrow, and the likely death toll that the delay in shutdown will cause.
 
Ford and GM are not planning on being serious competition before 2025, at least.

https://www.reuters.com/article/us-autos-emissions-suvs-insight/detroits-near-future-based-on-suvs-not-evs-production-plans-show-idUSKBN21D1KW

Yes, that is 5% electric. But assuming the coronavirus only delays the EV growth a year, the EV percentage would be about 8%. This is a losing strategy to plan to get a minority of the growth of the market. Things often turn out worse than planned.
 
I think GM still can't quite make the Leap of no return.

That said, the early work with the Volt/Bolt at least give them some base of learning to move from.

There comes those inflection points where even big companies need to take that leap of faith. Until end Feb, I thought that was this year.

Now that we likely have sub $50/barrel oil for the next 2 years, GM might get 1 last chance to change itself.
 
Back
Top