TSLA corporate outlook

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IEVS:
Tesla Offers One Year Of Free Model 3 & Y Supercharging To End 2020

https://insideevs.com/news/460207/tesla-free-supercharging-ramp-up-deliveries/


. . . Reports say Tesla's sales staff in North American [Sic.] has been told to offer one free year of Supercharging for "undelivered" Model 3 and Model Y vehicles. The promotion runs from December 12 to 31. Model 3 Standard Range vehicles are excluded.

This comes as no surprise. Tesla has done it before and it's likely the company will do it again. We know full well that the electric automaker pulls out all the stops at the end of every quarter. Moreover, each quarter is more important than the last, and the end of the year is the icing on the cake. That is ... if Tesla can actually pull off its lofty production and delivery targets. . . .

Tesla aims to deliver some 500,000 vehicles in 2020. There have been doubts all year that it would be able to pull the number off. This became especially true when the company, along with many companies across the globe, was shut down due to the COVID-19 pandemic. Nonetheless, Tesla has continued to have record quarters in terms of deliveries and profits.

With that said, it needs to deliver over 180,000 vehicles in Q4 2020, a number that's much higher than its current record. While Tesla used to bank on people buying its cars in larger numbers at the end of the year due to the U.S. federal EV tax credit, that's no longer the case. Now, it has to make other plans to incentivize deliveries. . . .
 
coleafrado said:
GaleHawkins said:
coleafrado said:
Remember that "NO COST" is shorthand for "we let you use our patents, you agree to irrevocably abandon your patents in the EV space."

From Lexology:



ref: https://www.lexology.com/library/detail.aspx?g=ca6c332f-2cc5-401b-b80d-36473d0754c7

coleafrado do you see your above post as factual? What was your agenda for making the above post?

Of course I see it as factual. People seem to think Tesla just public-domained all of their patents with no strings attached.
Since I found previous discussion, I may as well add this here, as it points directly to Tesla's patent "pledge" and its fine print.

"Why Other Car Companies Don't Use Tesla Superchargers
Tesla says it will give its charging technology to any automaker who wants it. But the fine print makes this a terrible deal, even if it's free."
https://www.roadandtrack.com/news/a35030461/why-other-car-companies-dont-use-tesla-superchargers/
 
cwerdna said:
coleafrado said:
GaleHawkins said:
coleafrado do you see your above post as factual? What was your agenda for making the above post?

Of course I see it as factual. People seem to think Tesla just public-domained all of their patents with no strings attached.
Since I found previous discussion, I may as well add this here, as it points directly to Tesla's patent "pledge" and its fine print.

"Why Other Car Companies Don't Use Tesla Superchargers
Tesla says it will give its charging technology to any automaker who wants it. But the fine print makes this a terrible deal, even if it's free."
https://www.roadandtrack.com/news/a35030461/why-other-car-companies-dont-use-tesla-superchargers/

Sounds like others want a piece of Tesla's Cake but to share none of theirs.
 
cwerdna said:
Since I found previous discussion, I may as well add this here, as it points directly to Tesla's patent "pledge" and its fine print.

"Why Other Car Companies Don't Use Tesla Superchargers
Tesla says it will give its charging technology to any automaker who wants it. But the fine print makes this a terrible deal, even if it's free."
This article at Road and track is clickbait junk.


Ok, here's the so-called "fine print" this article is talking about. Although, it's not "fine print" as it's not in smaller text or obscured in any way. Reproduced directly from https://www.tesla.com/about/legal#patent-pledge

Tesla’s Pledge

Tesla irrevocably pledges that it will not initiate a lawsuit against any party for infringing a Tesla Patent through activity relating to electric vehicles or related equipment for so long as such party is acting in good faith. Key terms of the Pledge are explained below.

...
A party is "acting in good faith" for so long as such party and its related or affiliated companies have not:
  • asserted, helped others assert or had a financial stake in any assertion of (i) any patent or other intellectual property right against Tesla or (ii) any patent right against a third party for its use of technologies relating to electric vehicles or related equipment;
  • challenged, helped others challenge, or had a financial stake in any challenge to any Tesla patent; or

The article also points to the end of the 2nd paragraph from the blog announcement at https://www.tesla.com/blog/all-our-patent-are-belong-you for the "good faith" term:
Tesla will not initiate patent lawsuits against anyone who, in good faith, wants to use our technology.

This basically says as long as you aren't involved in (or have a financial stake in) a challenge to a Tesla patent, Tesla won't initiate patent lawsuits against you for using their IP.

As I said, this article at Road and track is clickbait junk.
 
^^^
Disagree with your reading of Tesla's verbiage. Did you read the legal blog that the R&T article linked to? The server is down now but you can see a copy at https://www.lexology.com/library/detail.aspx?g=ca6c332f-2cc5-401b-b80d-36473d0754c7#:~:text=In%202014%2C%20Elon%20Musk%20announced,market%20to%20grow%20more%20rapidly.&text=Tesla%20is%20the%20assignee%20of,management%20systems%20to%20door%20handles..
 
cwerdna said:
^^^
Disagree with your reading of Tesla's verbiage. Did you read the legal blog that the R&T article linked to? The server is down now but you can see a copy at https://www.lexology.com/library/detail.aspx?g=ca6c332f-2cc5-401b-b80d-36473d0754c7#:~:text=In%202014%2C%20Elon%20Musk%20announced,market%20to%20grow%20more%20rapidly.&text=Tesla%20is%20the%20assignee%20of,management%20systems%20to%20door%20handles..

I agree with jlv.
 
It's in reference to https://en.wikipedia.org/wiki/All_your_base_are_belong_to_us.

The verbiage under Origins at https://knowyourmeme.com/memes/all-your-base-are-belong-to-us looks right. Early 2000's sounds about right. I think I first saw it on FiringSquad.com (when it looked like https://web.archive.org/web/20000306094614/http://firingsquad.com/) or AnandTech. People were like, WTH? Did the site get hacked.

The video under Spread looks about right complete w/the poorly localized video game + photos afterward.

At the time, I had no idea where all that came from and a guy at work told me how it came from the poorly localized game Zero Wing. Part of "localizing" software for a given region can at minimum be translating all the text into another language.

https://en.wikipedia.org/wiki/Talk%3AAll_your_base_are_belong_to_us/Archive_1 is correct about:
The TiVo personal video recorder says "All your tuners are belong: to US!" in the System Information display if backdoors are enabled and ChanDown is pressed many times.
I had the correct models of TiVo when the backdoor codes were known and I had them enabled.
 
TSLA and their outlook reminds me of a tour I once did of a defense contractor years back down in San Diego. After touring their facility and seeing all the defense contracts they had, one of the reps then asked us if we could guess the parents companies most profitable item.

It was pizza boxes.

Just like spaceX, even with reusable rockets and all the ground breaking launch tech they are working on, Starlink - internet service - could end up being far more profitable.

So I wouldn't be totally shocked if down the road, Tesla's biggest money maker isn't even cars. It could be batteries, it could be energy storage, it could be as a grid power provider from their storage, robo-taxies, or something I haven't even thought of.
 
danrjones said:
TSLA and their outlook reminds me of a tour I once did of a defense contractor years back down in San Diego. After touring their facility and seeing all the defense contracts they had, one of the reps then asked us if we could guess the parents companies most profitable item.

It was pizza boxes.

Just like spaceX, even with reusable rockets and all the ground breaking launch tech they are working on, Starlink - internet service - could end up being far more profitable.

So I wouldn't be totally shocked if down the road, Tesla's biggest money maker isn't even cars. It could be batteries, it could be energy storage, it could be as a grid power provider from their storage, robo-taxies, or something I haven't even thought of.


https://youtu.be/Dug-G9xVdVs :D

(Probably dating myself).
 
GRA said:
Not great news for the corporation, but excellent news for PEVs generally, and in line with the goal Elon expressed way back when.
Yes. This is often overlooked: Tesla wants EVs to displace ICE cars, regardless of who makes them.
The competition should also force Tesla to get serious about QC.
"Should," I'll believe it when I see it. Tesla has a way to go to match the QC of other automakers.

Also, the lack of independent service options is a problem for the service experience — the closed ecosystem integration between software and hardware, and the single source for major parts, makes independent service very difficult for Tesla cars. With other brands, if you don't like the service at a dealer you can go to an independent car repair shop.

By contrast, the Supercharger network is a major plus for Tesla, at least for people who want cars that can easily do road trips, as opposed to just serve as local/regional cars. Trying to do road trips with the mish-mash of CCS DCFC stations is a PITA by comparison to the seamless Tesla Supercharger experience.

It will be interesting to see how things shake out over the next few years.
 
I moved all the Mars discussion to new thread, since it's of topic for discussion of Tesla.

https://mynissanleaf.com/viewtopic.php?f=12&t=32009
 
Elon Musk asks Tesla employees to go ‘all out’ for end-of-quarter delivery push in leaked email
https://electrek.co/2021/06/18/elon-musk-tesla-employees-go-all-out-end-quarter-delivery-production-push/

dgpcolorado said:
The competition should also force Tesla to get serious about QC.
"Should," I'll believe it when I see it. Tesla has a way to go to match the QC of other automakers.

Also, the lack of independent service options is a problem for the service experience — the closed ecosystem integration between software and hardware, and the single source for major parts, makes independent service very difficult for Tesla cars. With other brands, if you don't like the service at a dealer you can go to an independent car repair shop.
Right now the feedback loop for reliability, quality and service centers is basically broken. Seems like those leasing or buying Teslas either don't know or don't care enough as they are still having massive sales. Perhaps once their growth stalls or reverses, maybe Elon will take those more seriously.
 
cwerdna said:
Elon Musk asks Tesla employees to go ‘all out’ for end-of-quarter delivery push in leaked email
https://electrek.co/2021/06/18/elon-musk-tesla-employees-go-all-out-end-quarter-delivery-production-push/

dgpcolorado said:
The competition should also force Tesla to get serious about QC.
"Should," I'll believe it when I see it. Tesla has a way to go to match the QC of other automakers.

Also, the lack of independent service options is a problem for the service experience — the closed ecosystem integration between software and hardware, and the single source for major parts, makes independent service very difficult for Tesla cars. With other brands, if you don't like the service at a dealer you can go to an independent car repair shop.
Right now the feedback loop for reliability, quality and service centers is basically broken. Seems like those leasing or buying Teslas either don't know or don't care enough as they are still having massive sales. Perhaps once their growth stalls or reverses, maybe Elon will take those more seriously.
While I am inclined to agree with you, it is possible that Tesla has quietly improved quality in the newest cars. We tend to hear about the bad experiences because people with a negative experience tend to post or extreme cases are newsworthy. In my contacts with actual owners of newer Tesla cars I don't hear a word about it, even from those who live hundreds of miles from a Service Center, as I do.
 
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