The 2 boosters landing almost simultaneously always seems like it’s out of a sci fi movie and not real life.
I love watching it all happen from my balcony. Sucks the first one got scrubbed as it would have been much easier to see.
so in addition to the fiasco with completely fabricating the $35K car (cloth seats? lol) and then abandoning it within two months, elon decided over the last couple of days to go to war with panasonic and simultaneously discredit his company's prior quarterly and annual statements in doing so. https://asia.nikkei.com/Business/Companies/Tesla-and-Panasonic-freeze-spending-on-4.5bn-Gigafactory plans are halted to expand the battery factory as worries increase about demand problems. plans were in place to increase capacity by 50%. elon couldn't handle the narrative that it's demand for teslas causing the cancellation, he tweeted the following today: in q4, tesla in their quarterly release letter wrote, "Every part of the Model 3 production process has demonstrated over a 24-hr period the ability to produce at an extrapolated rate of 7,000 vehicles per week. By the end of this year, we expect to be able to produce Model 3 at this rate on a sustained basis.” this also calls into question if, based on musk saying that panasonic cannot produce enough batteries for demand, if they can produce enough for the ~360k-400k (or 500k) guidance that musk has given for this year (and is literally in court to defend). finally, what changed in the production of batteries between q3/q4 of 2019 (when demand was high) and q1/q2 of 2020 (when demand was low)? how could the factory meet demand in december but not meet it now? liars stay lying.
First the Nikkei article is uncited. Tesla and Panasonic both said after the article they would watch demand and invest in capacity accordingly while improving existing lines. Sounds like the earlier battery lines are less efficient than the new ones installed. Model 3 batteries and the numbers behind it. And what handcuffed doesn’t understand. Again. A LR Model 3 is a 78kwh pack and was the only pack size Tesla was only producing for all of 2018 (until the MR came along in Nov) 7,000 model 3’s a week x a 78 kWh LR pack x 52 weeks in a year= 28Gwh Which is above 24Gwh Musk mentions above. So how many cars can you produce with a LR pack at annualized 24Gwh? The answer is about 5,900 LR model 3’s a week. 5900*78*52 That is why Musk says they have been pack constrained/battery starved since July. Also to note these are ANNUALIZED numbers, when these new additional lines were installed to get to 24Gwh (somewhere in the 2nd half of 2018) they were not running at peak efficiency, and it takes time for the cell lines to be worked out just like the production line. Weekly rates are more important from the time of their install. This is also why they are outsourcing batteries for energy storage projects, they would rather put giga batteries in cars. (Better margins) Finally the battery line being at 24Gwh annually does not mean they can’t hit 360,000 cars. With the SR/SR+ additions in the lineup you change the average battery pack mix so you could get something like this 7000 model 3’s* 65kwh average battery pack mix* 52 weeks gets you under 24 Gwh 7000*52= 364,000 cars. Now for a real world check- they are not at 7000 cars a week so how are they going to get 364,000? Well again these numbers do not include Model S&X as well as the Tesla Shanghai factory being built which is guided to start producing cars by the end of the year. "Every part of the Model 3 production process has demonstrated over a 24-Hr period the ability to produce at an extrapolated rate of 7,000 vehicles per week. By the end of this year, we expect to be able to produce Model 3 at this rate on a sustained basis.” Key words in bold and end of this year means 2019. They don’t need another major increase beyond 35kwh in battery production until 2020, with the Model Y Semi and roadster product lines supposed to start. Then you will see battery investment being done in line with production lines.
So no Musk isn’t lying, but it’s easy to say he is when you have no idea what you are talking about and follow a twitter sphere hell bent on them failing.
A single car? I’ll do that bet. The government in China has been very supportive of Musk and Tesla. Construction speed is on a different level there than we are used to in the states.
Nah not a single car because they’ll just bullshit that similar to the model why reveal How about 1,000 cars?
This isn’t even top 20 for musk lies which is really saying something A car as an appreciating asset That’s fucking great
It’s a guess at the future in the event of self driving. If it comes then he could ultimately be right.
Wait, you think care will appreciate in value? I get that you're a fan, but come on man. That's never going to happen. Ever. Edit: unless they start making them super limited like a Ferrari
Never said that but ok. I said if Full self driving happens then Musk could ultimately be right. Never stated my opinion.
What he’s discussing is something that’s never been done before. If self driving happens enough to a point where regulators will say they can drive themselves go ahead Tesla will be the only one with that technology as a car maker. You now have a limited supply situation with a technology that’s super valuable. Not to mention companies like uber, lyft, who would want fleets of those cars.
Again, there's zero chance they appreciate in value unless Tesla cuts production and makes them extremely hard to get, which they'll never do bc they cant make money that way. A 2015 with 200k miles wont be worth more than a new one. It's insane that you're even entertaining the idea.
I don’t speak in absolutes especially about self driving. I have no idea if it will happen, but I can see a realm where Musks statement becomes true. The amount of people/companies that would want a car that could drive itself would drive up the value in said car.
It's the exact same situation. You just cant see that. Do you want an iPhone 8 that's been updated or an iPhone 10?
For one that takes time, within that time the lack of supply would raise prices to meet demand. Tesla would be the only automaker to have this tech and make at most 500,000 cars a year (if they even hit their guidance). The 2016 the world bought 88 million cars. 17 million just in the US alone.
This doesn’t matter if my 8 or the 10 could theoretically drive people like an uber with no one in it. If I was a company I would want all the 8’s and 10’s.
Y'all fanboys are something else. You literally believe anything he says, no matter how many times he's been proven to flat out lie. Arguing the subject is pointless bc you make up fantasy land scenarios where it COULD be true. It isnt and wont be but by God it could be X, Y, and Z happened!
If demand ever became that high, they’d license the technology. And if they didn’t, it’d be just another reason to not want to invest in the company
That's a bit different. Cars increase in value when you modify them. Might be temporary, but they increase and it'll be extremely unique to only Tesla
It's amazing how you say this, but you anti-Tesla ppl are by far worse and stress the fuck out about anything. If your car in your driveway became self driving and there are only 300k of those in the world, it's Not crazy to thing that car is going to get a bump in value. It'll still end up depreciating, which is exactly what both I and kslim have said. Y'all just freak out
I know you like to hate on musk dbl but you can’t get butthurt if you take what Musk is saying out of context and disregard him saying it would appreciate due to the self driving portion.
Why license it if you are the only company with it? It would be extremely valuable. That demand bubble could pop when supply hits but this is all theoretical future discussions.
No. I personally hate spending money on cars, but I love the Tesla technology and where it is pushing car market But to your point, literally neither of us have said that. You're too stupid to read and see the points we have made
Basically he has to make up a point neither of us have made and then try to use his fake point to form an argument
I read them. Neither if you are buying one which tells me you dont really think they'll increase in value. Like I said earlier, it's pointless arguing with you guys bc you make up fantasy land scenarios where something could happen even when we all know it won't. You know it wont and that's why you own a different car, not one that would be going up in value.
Very true, Google Uber lyft are all some of the others. They are going about it differently than Tesla, they all use Lidar as a primary sensor, cameras, and radar. (The whirly sensor on top of google/Waymo cars). The problem with scaling that is you have a large sensitive sensor on top of your car it adds cost and complexity. Tesla’s is purely radar and vision based (cameras) cheaper and easier to scale. In the event that self driving comes to fruition.
You don't read every well then. I've specifically addressed this point. I said they would. Probably go up in value but it would be temporary. Literally said it wouldn't appreciate for ever. Crazy you claim it is pointless to argue with me when you don't read anything the fuck I say and are disingenuous as fuck about it