31–40 of 127 posts
[1] https://www.autocar.co.uk/car-news/new-cars/tesla-model-s-vs...
Tesla is going to find it increasingly difficult as new competitors come online. For example, Autocar just gave Jaguar's I-Pace a positive review in a head-to-head comparison [1]. IMHO the I-Pace is a good-looking car, and has a superior interior to the Tesla. As more manufacturers catch up, can Tesla survive? [1] https://www.autocar.co.uk/car-news/new-cars/tesla-model-s-vs...
Maybe a second generation of it will be competitive.
Something missing from this article: Tesla doesn't necessarily need to solve the vision only SLAM/Autonomy problem itself. If anyone solves the problem, and is willing to sell it. Tesla can immediately license it and turn their fleet of 200k+ Autopilot 2 cars into self driving cars overnight.
Aren't they already licensing the second generation from Nvidia on Nvidia hardware?
> Autopilot 2 cars into self driving cars overnight.
That's presuming that the current sensor arrays, computing power and their arrangements will be compatible with the new technology.
Tesla is going to find it increasingly difficult as new competitors come online. For example, Autocar just gave Jaguar's I-Pace a positive review in a head-to-head comparison [1]. IMHO the I-Pace is a good-looking car, and has a superior interior to the Tesla. As more manufacturers catch up, can Tesla survive? [1] https://www.autocar.co.uk/car-news/new-cars/tesla-model-s-vs...
The i-pace looks nice, but really showcases the technical lead that Tesla has. The i-pace is bigger, with less interior space, and poorer energy efficiency, which ultimately leads to less-than-great range. Maybe a second generation of it will be competitive.
I read a lot of articles on TSLA and usually fail to see any mention of their power business. Granted, this is a small part of revenue right now ($1.1BN for FY17 of $11.8BN total), but growing fast and with some highly visible data points (Puerto Rico, South Australia). They are going to win multi-billion-dollar contracts if the US or other countries decide to rebuild their grids. As a TSLA shareholder, this opportun…
I read a lot of articles on TSLA and usually fail to see any mention of their power business. Granted, this is a small part of revenue right now ($1.1BN for FY17 of $11.8BN total), but growing fast and with some highly visible data points (Puerto Rico, South Australia). They are going to win multi-billion-dollar contracts if the US or other countries decide to rebuild their grids. As a TSLA shareholder, this opportun…
That’s only true if Tesla can build large grid-scale storage at a price and in a time frame competitive with other technologies. Tesla knows how to assemble lithium ion cells into packs at a good price point, and they have voltage-boosting rectifiers (aka battery chargers) that are compact and presumably cheap. One would imagine they have a decent inverter technology, seen in the Powerwall for example, but there’s no strong evidence it’s any better than anyone else’s.
The grid doesn’t need compact power electronics that have high energy-to-weight ratios, though. It needs reliable power electronics that work at high voltage as a good energy-to-coat ratio.
I read a lot of articles on TSLA and usually fail to see any mention of their power business. Granted, this is a small part of revenue right now ($1.1BN for FY17 of $11.8BN total), but growing fast and with some highly visible data points (Puerto Rico, South Australia). They are going to win multi-billion-dollar contracts if the US or other countries decide to rebuild their grids. As a TSLA shareholder, this opportun…
And SolarCity was heading to zero. It was acquired by Tesla because Elon had to bail himself out or the myth of Elon Musk as Tony Stark would have been undone. But also because he along with his cousins would have lost a lot of money. That's compounded by the fact that Elon is significantly personally leveraged and any loss of confidence in Elon Musk Inc. or a decline in his holdings would imperil his other companies [1].
[1] https://www.wsj.com/articles/elon-musk-supports-his-business...
I read a lot of articles on TSLA and usually fail to see any mention of their power business. Granted, this is a small part of revenue right now ($1.1BN for FY17 of $11.8BN total), but growing fast and with some highly visible data points (Puerto Rico, South Australia). They are going to win multi-billion-dollar contracts if the US or other countries decide to rebuild their grids. As a TSLA shareholder, this opportun…
In Australia and elsewhere governments have to navigate some political minefields to roll out these large scale renewable projects. And having Musk be a liability instead of an asset would definitely tip some of these projects into the unpalatable region. It's that much of a knife edge at least here in Australia.
Which is all a shame because Tesla has been extremely successful in the Australian domestic power market and the system has intervened on many occasions now to help stabilise the grid.
I read a lot of articles on TSLA and usually fail to see any mention of their power business. Granted, this is a small part of revenue right now ($1.1BN for FY17 of $11.8BN total), but growing fast and with some highly visible data points (Puerto Rico, South Australia). They are going to win multi-billion-dollar contracts if the US or other countries decide to rebuild their grids. As a TSLA shareholder, this opportun…
How much profit do those projects bring?
That said you would think these projects would be profitable since they are billion dollars purchases made by governments.
"When many car company people look at a Tesla, they see a not-great car with some cool features that they’re going to build too, being produced at a small fraction of the volumes they’re selling. “Look at the fit and finish, and the panel gaps, and the tent!” " Is this the basis of the article? The earliest Tesla car is rodster right? THAT IS A GREAT CAR in every aspect, right?...