" Tesla offers free electricity to most of its Model S and Model X customers while paying almost $1 per kilowatt hour to produce it, Morsy said. That amounts to a subsidy of as much as $1,000 per car in 2017. " I realize that most people believe that Tesla and Uber will be able to continue subsidising their operations indefinitely, but it makes me very nervous.
I can't take this author seriously. There is no way that Tesla is paying $1/kw. That is way past the retail rate, and I bet that they are paying much less than the retail rate in many of their markets.
Tesla’s promises don’t compute with current physics and economics of batteries
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Re: Tesla’s promises don’t compute with current physics and economics of batteries
#22" Tesla offers free electricity to most of its Model S and Model X customers while paying almost $1 per kilowatt hour to produce it, Morsy said. That amounts to a subsidy of as much as $1,000 per car in 2017. " I realize that most people believe that Tesla and Uber will be able to continue subsidising their operations indefinitely, but it makes me very nervous.
According to /r/teslamotors this perk is worth less then $1000 for the total lifespan of the car for most users (there are a few taxis which use significantly more but not normal users). This is not a lot of money considering the car starts at $70k, can easily go up to $120k and maxes out at about $260k.
Edit: the price per kWh is also wrong. Tesla currently sells electricity for an average of 20¢ kWh to consumers which do not qualify for the free super charging perk and they have said they will sell it for 7¢ to semi truck customers. So we can assume Tesla pays between 5¢ and 15¢, depending on the location and whether they have solar and powerpacks installed.
Supercharging for free is really a gimmick and free advertising for them because a lot of people who buy such expensive cars value their time above what it takes to recharge it every week. The only reason Tesla built supercharger is because they wanted to enable long distance travel for electric cars.
Re: Tesla’s promises don’t compute with current physics and economics of batteries
#23" Tesla offers free electricity to most of its Model S and Model X customers while paying almost $1 per kilowatt hour to produce it, Morsy said. That amounts to a subsidy of as much as $1,000 per car in 2017. " I realize that most people believe that Tesla and Uber will be able to continue subsidising their operations indefinitely, but it makes me very nervous.
I am shocked to see this number. It seems insanely high. Is it really possible they pay anywhere near that for electricity?
Re: Tesla’s promises don’t compute with current physics and economics of batteries
#24" Tesla offers free electricity to most of its Model S and Model X customers while paying almost $1 per kilowatt hour to produce it, Morsy said. That amounts to a subsidy of as much as $1,000 per car in 2017. " I realize that most people believe that Tesla and Uber will be able to continue subsidising their operations indefinitely, but it makes me very nervous.
I can't take this author seriously. There is no way that Tesla is paying $1/kw. That is way past the retail rate, and I bet that they are paying much less than the retail rate in many of their markets.
Re: Tesla’s promises don’t compute with current physics and economics of batteries
#25If this were any other company making such unsubstantiated claims that didn't have any basis in the reality of the underlying technology, they'd be getting roasted here.
I don't really agree. If another company rolled a 200kwh car out of the back of a truck, did a few passes of the stage, gave passengers rides (high speed launches) for a while, and then reported ~60% battery remaining, I think most would believe them. We would also wonder about making it to production, but Tesla actually has a halfway decent track record at that.
That's the thing. They didn't. The roadster concept didn't have 200kWh in it at all.
Re: Tesla’s promises don’t compute with current physics and economics of batteries
#26If this were any other company making such unsubstantiated claims that didn't have any basis in the reality of the underlying technology, they'd be getting roasted here.
>“I don't think they're lying,” Jaffe said. “I just think they left something out of the public reveal that would have explained how these numbers work.”
There are no laws here, just advances in battery tech, and people believe Tesla is at the forefront of that AFAIK. Sure, they might be making claims that are hard to believe, but isn't the point of Tesla doing exactly that?
Re: Tesla’s promises don’t compute with current physics and economics of batteries
#27Re: Tesla’s promises don’t compute with current physics and economics of batteries
#28What would prevent the battery from having a segmented design so that multiple segments can be charged in parallel? Is there something about the chemistry that requires the entire vehicle battery to be a single unit?
Re: Tesla’s promises don’t compute with current physics and economics of batteries
#29What would prevent the battery from having a segmented design so that multiple segments can be charged in parallel? Is there something about the chemistry that requires the entire vehicle battery to be a single unit?
At some point the size of the connector TO the vehicle is going to be the limiting factor.
Edit: Oh I get it...the charging port is what you meant.
Re: Tesla’s promises don’t compute with current physics and economics of batteries
#30Here are current industrial/transportation/residential electric prices in US [0]. They think Tesla will pay 40c a kwh??? What a joke. Sure if you look at constant demand facilities and extrapolate their pricing model with low average demand to megachargers you can come up with a ridiculous number. You can literally run diesel generators and generate electricity for a lower cost. This is so hysterically asinine I can't believe Bloomberg published this article. Not to mention a huge amount of charging can happen overnight when drivers are sleeping and electricity prices/demand are super low.
Pushing a lot of power through a wire is a solved problem. So what they need to push 10x through one connection instead of over 10. We are talking about a modest increase in % charge rates. That is what matters. All else equal you can charge a percent of your battery capacity not some arbitrary fixed number.
This is an embarrassingly poor article. I think the one the worst things about the current tech shortage is now we have all these arts/business majors doing technology writing larping like they know the difference between a watt and an amp.
[0]https://www.eia.gov/electricity/monthly/epm_table_grapher.ph...