TSLA corporate outlook

Wiper controls are a solved problem. No need to put them on the touchscreen at all. The touchscreen is a mix of genuine innovation, some novelty with little or no real world value, and giant leaps backward in ergonomics.

Not a fan overall.

-b

johnlocke said:

coleafrado said:

https://www.reddit.com/r/TeslaModelY/comments/h13juq/is_it_just_me_or_that_model_ys_air_conditioning/

Tesla's one advantage is that it has a lead in the North American market and has a whole local partnership with Panasonic. Everywhere else, like the EU, its competitors are on home turf.

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Tesla has at least two advantages. The first is a comprehensive charging network and the second is technical expertise in battery chemistry and manufacturing. Neither one is likely to be challenged anytime soon. Tesla is also not burdened with a legacy ICE installed base. ICE manufacturers can't produce and sell EV's without hurting their main business model..

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Tesla can move a given class of vehicle farther on a kWh of energy than any other automaker. They simultaneously pay less for that kWh of storage than any automaker. Those qualities are at the core of their competencies.

The supercharging network, autopilot, and software updates are just icing on that cake.

Ford needs 98 kWh to push a Mach-E as far as the 75 kWh Model Y. If Ford is paying $145/kWh at the pack level ($14,210) and Tesla is paying 10% less for their own batteries ($9,787.50) then that means Ford is $4,422.50 behind Tesla in the same class of car. Then Ford has to slice some more money off the top for dealer profit.

Automakers fret over fractions of a cent on parts costs. Having a built in $4,422.50 deficit right from the start puts Tesla’s advantage on full display. This is why they’re clobbering everyone.

frontrangeleaf said:

Wiper controls are a solved problem. No need to put them on the touchscreen at all. The touchscreen is a mix of genuine innovation, some novelty with little or no real world value, and giant leaps backward in ergonomics.

Not a fan overall.

-b

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Completely agree. My Model S wiper stalk, sourced from a Mercedes supplier from what I've read, works fine. I can't fathom why they had to use a less functional one on the Model 3/Y — just to be clever? Voice commands are ok but they don't work at all in areas of poor cell (AT&T) reception IME and they take a lot more thought/distraction to use than twisting a wiper stalk.

I moved the off-topic discussion on auto-dimming mirrors to here: https://mynissanleaf.com/viewtopic.php?f=10&t=31325

^^^ (OT) That's "auto-dimming mirrors", Sir! We'll need a whole other topic for auto-dimming headlights

GRA said:

^^^ (OT) That's "auto-dimming mirrors", Sir! We'll need a whole other topic for auto-dimming headlights

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Fixed! (I often find my brain thinks one word and my fingers type something else)

jlv said:

GRA said:

^^^ (OT) That's "auto-dimming mirrors", Sir! We'll need a whole other topic for auto-dimming headlights

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Fixed! (I often find my brain thinks one word and my fingers type something else)

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Ah yes, what I call brain farts. They seem to be happening more often to me as I get older. But I'd better leave it there, or you'll have to be starting another topic

https://www.reuters.com/article/us-tesla-stock-idUSKBN25S4VW?ocid=uxbndlbing

Tesla is taking advantage of the crazy stock price to raise more capital with a $5B stock offering. In dilution terms it is a speck, due to the stock valuation, but in debt reduction terms it is significant.

Now is good timing while the general market is making new highs.

Tesla Inches Near 2020 Goal on Quarterly Sales Record

The Palo Alto, California-based carmaker delivered 139,300 cars, eclipsing its prior all-time high of 112,000 in the fourth quarter of 2019 and above the 129,950 projected by analysts surveyed by Bloomberg...

...The strong showing by Tesla remains a bright spot in a global auto industry roiled by the pandemic. The quarterly sales are a barometer of worldwide EV demand as Tesla seeks to maintain its lead over startups and established automakers alike that plan to launch dozens of competing battery-powered vehicles in the next several years. Tesla’s global market share in EVs last year was an industry-leading 16%, according to a recent report by McKinsey & Co.

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I'm looking forward to car delivery numbers being a footnote in TSLA corporate outlook. Looking at Battery Day, the incredible quickness of China GF, Berlin GF and Austin GF and the ways in which Tesla continues the acceleration of the "acceleration of the world's transition to sustainable energy", I'm placing bets on $1T valuation by 2025. I want it to happen because I think it will mean the planet is starting to bend the curve towards lower climate harming emissions and because no other (non-Chinese) company seems to have the vision, leadership or technical chops. I'll also share in the gains made by a company trying to create a future that doesn't suck.

Battery Day was my first one to watch live. Hopefully our new 40 kWh battery in our 2016 Leaf SL will last until the $25K Tesla is shipping. So far after 8K miles/8 months it currently dropping at a rate of 5% a year but who knows what it will do long term.

GaleHawkins said:

until the $25K Tesla is shipping

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I doubt it'll ship in the US. If it does, it will likely be expensive versions selling first and then they'll delay and/or make it tricky to get that car, possibly including removing it from their web page or having some excuse to raise the price. Every Tesla since Model S has followed a pattern like this.

People claimed here they "can't" do that w/the 3 but they did... they started with the $49K version (https://mynissanleaf.com/viewtopic.php?p=527767#p527767). "$35K" version was delayed for ages.

Model S was originally "under $50K" after tax credit: https://web.archive.org/web/20130105035307/https://www.teslamotors.com/blog/2013-model-s-price-increase. They did that even before 40 kWh S shipped: https://web.archive.org/web/20130401060255/http://www.teslamotors.com/about/press/releases/tesla-model-s-sales-exceed-target. Eventually, base S prices rose to $70-ish K and there's been no tax credit for awhile.

Tesla historical builds the high versions first so there's no delays on Tesla's part per say. I may go ahead and send Tesla $25K after the first of the year.

GaleHawkins said:

until the $25K Tesla is shipping.

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If past behavior is any indication, it will likely cost $35K out the door in the configuration everyone actually wants (and the one they probably first deliver). I suspect there will be a range limited version that probably comes to $25K + $1200 delivery fee and that very few actually buy it.

Which makes them like every other car manufacturer ever in this regard. Not to mention plenty of other manufacturers...

There's always an offer that the dealers don't actually sell. You can special order, if you're so inclined and well enough informed, but it's de-contented to the point that you probably won't want to.

What's new about this?

frontrangeleaf said:

What's new about this?

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Not much except for the amount of hype that it generates and how everyone says the rest of the car mfg's are sooo far behind since 'Tesla is going to ship a $25k model (insert date here)'

Tesla being the only for profit EV maker drives a lot of "HYPE".

GaleHawkins said:

Tesla being the only for profit EV maker drives a lot of "HYPE".

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Nissan has stated that LEAF has been profitable.

There is a lot of anti-Nissan "HYPE".

WetEV said:

GaleHawkins said:

Tesla being the only for profit EV maker drives a lot of "HYPE".

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Nissan has stated that LEAF has been profitable.

There is a lot of anti-Nissan "HYPE".

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Facing bankruptcy tends to do that. Remember the anti Tesla hype before they become a sure thing and the most valuable car maker in the world.