0: https://insideevs.com/news/460036/tesla-shut-down-model-s-x-...
1: https://tesla-cdn.thron.com/static/1LRLZK_2020_Q4_Quarterly_...
2: https://twitter.com/DirtyTesla/status/1443543167098359813
There is also the absurdity of spending $100k+ on an asset that depreciates so heavily. My spouse and I make enough money to afford this car without much thought, but there isn’t a chance in hell I’d light that much money on fire.
To be fairrrr, only people that have range anxiety are those that listen to the oil and gas industry.
Moving 2 cars together takes almost double the power. The aerodynamic drag can decrease slightly — work on semi trucks in close convoy formation suggests maybe 10-20%.
This doesn't work out. The extra drain on the towing car more than makes up for the regen that the towed car gets.
Charge it... from where? There isn't a free energy source here...
I expect that around 900k Teslas will be produced and sold in 2021. The new factories easily bring that up to something around 1.8m-2m in 2022.
At present, Toyota produces something on the order of 10m gasoline vehicles per year, and roughly zero EVs.
Musk's approach for both Tesla and SpaceX seem to be a very effective to effectively push into a new domain if you have the money and the guts to try. It will be interesting to watch how they evolve over time.
And let's not get into the profit margins which is way better than ICE :)
Why is that?
There's many people here who hate on Tesla, but when seeing YouTube videos of Tesla owners posting footage of self-driving I'm constantly amazed and perplexed how far they have come and how intelligent the car appears to be. There's obviously edge cases where it fails and will be hard to iron out, but it definitely doesn't seem impossible based on countless of videos I have seen. It's amazing and I don't understand how anyone can reject this as a major advance in technology and where humanity will eventually arrive.
https://www.freep.com/story/money/cars/general-motors/2021/1...
Tesla had automotive revenues of 19 billion usd in the first two quarters of 2021.
The first two quarters are much slower for car sales; for example in 2020, Tesla shipped 178k units in Q1+Q2 and 319k units in Q3+Q4.
Tesla had sales of 31.5B in 2020, and have 73% growth between Q3 2020 and 2021, which indicates they could hit 50B in 2021, and could hit close to 90B in 2022 if they continue the same YoY growth. Nissan is stagnant. It's reasonable to assume that Tesla is on track to surpass Nissan next year (2022).
[0] https://twitter.com/snazzyq/status/1434936396096028674?s=21
What's Uber's stock price and valuation after burning $30 billion dollars and still not turning a profit? (Uber picked in particular because I'm familiar with their financials)
I'd like a figure for the split of retail and organized money in Tesla.
1. How long has Tesla been manufacturing vs Rivian
2. How does Tesla compare to Toyota
I feel it's all apples and oranges both ways. They're all in different manufacturing maturity place
That's true, but the electric car race began with the Model 3 and is going to continue to outpace Rivian 50x next year if the volume expectation are correct [on both sides]. Rivian coming out with these cars is unlikely to capture much of the market anyways, given they're both over $65k. It's like Rivian's 10 years behind Tesla in maturity (besides their range figures), and their only saving grace might be the Amazon electric delivery vehicle contract.
Do people remember how much shit Tesla went through?
Most "competitors" are just buying batteries\electronics from a vendor and shoving it in.
Tesla partnered with Panasonic and created their own custom modules(2170), now they plan to do everything with the newly announced 4680(from raw materials to products).
They are truly unmatched.
Not all automakers have done things that way though, and other automakers are able to complete with Ford. Vertical integration can sometimes be an asset, other times the "Not Invented Here" culture proves limiting. Tesla's had incredible success thus far, but we probably need a couple more decades to see if they maintain their first mover advantage or if other players end up being more agile and more successful.
0: https://www.caranddriver.com/news/a23478147/ford-river-rouge...
It is extremely hard to predict 15 years from now but the next five years?
There are no competitors(perhaps besides Chinese battery makers) everyone is still in early R&D\prototype phases.
At some point electric drivetrains and batteries will be available in large quantities from suppliers just like gasoline motors and gearboxes are available now.
As soon as that is the case, there will be many dozens of different car models that compete with Tesla.
Teslas vertical integration is an advantage now, because they don't have to wait for suppliers to develop what they need. But once suppliers have caught up, I'm not sure if Teslas edge holds.
As to your dismissive "galaxy brains at Tesla": unlike Ford or GM or Toyota, Tesla does a lot of R&D in battery cells.
I know that because they are hiring tons of people for cell research and production: https://www.tesla.com/careers/search/?country=US&query=cell
I did similar searches in the past so I know that they've been hiring for cell research for years.
For contrast, despite GM claiming they make Ultium batteries, few months back I didn't find a single job post for cell engineering.
I also know that because Tesla has been sponsoring Canadian cell research lab led by Jeff Dahn.
This resulted in multiple patents awarded to Tesla.
Tesla also bought Grohman Engineering (which makes, among other things, robots that assemble battery packs), Maxwell (for their dry electrode technology) and a Canadian manufacturer of equipment for making battery cells.
Musk also talked how they work with every company that claims they have an improved cell technology and how they evaluate their cells.
There is no evidence that Ford or GM or Toyota made similar investments in batter cell and battery pack R&D and production.
Panasonic was crucial at the begining with their own designed\made 18650. their role is shrinking fast
Tesla's expertise when it comes to batteries is unmatched in the auto-motive industry, no doubt about that.
Tesla is not using Panasonic at all for their new batteries.
