Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Panasonic sells its $3.6B Tesla stake

finbold.com

Post reply on HN
Print view View original

171–180 of 185 posts

Re: Panasonic sells its $3.6B Tesla stake

#171

Post by nunez »

shiftpgdn wrote: post #164
anthonygd wrote: post #159

Earlier quoted context omitted.

I'll agree a 2 week outage is insane, but that's hardly an example of the tech being behind. Shitty process sure and lazy software development too. How about the charge range or stability control? Any idea about the battery's expected life span? What technology do you think Audi is behind on? My impression has been that Tesla nailed the charging network, charge range and raw straight line performance. Everything else…

Things you'll care about on a daily basis: * Rear hatch will occasionally just open by itself. There was a TSB from the dealer to resolve this where they reprogram your keys and adjust the sensitivity of the kick sensor but I'm still skeptical. The audi app should alert me if the hatch has been left open for more than X minutes with the car off. * Audi App in general is very slow and unresponsive. Sometimes I'll try…

> 400wh/mi.

That's INSANE. No wonder why they need chunky batteries!

Our Model 3 cruises at around 200 Wh/mi.

Also, the Model 3's climate control times out after four hours. But you'll get a notification when that happens and can re-enable climate immediately thereafter.

It's unfortunate that VAG took shortcuts

Re: Panasonic sells its $3.6B Tesla stake

#172

Post by ac29 »

nunez wrote: post #168
JPKab wrote: post #39

Earlier quoted context omitted.

As a recent owner of a model 3, I've been blown away by the charging infrastructure advantage. The non-Tesla chargers near me in Colorado are just plain garbage. Sometimes, they work great, but other days I go back and the terminal won't function. And currently, these chargers are all the owners of non-Tesla EVs have. I'm actually surprised there isn't a legal push by Congress to force Tesla to open up their charging…

> I'm actually surprised there isn't a legal push by Congress to force Tesla to open up their charging infrastructure to others. I honestly don't understand this sentiment. Tesla invested many many years creating a charging network in a competitive environment that actively resisted it. So now that Tesla is super successful in part because of this long-term investment, how is it fair that Tesla _must_ open it up to t…

Because sometimes the government can use its powers for the good of the general public, even if it negatively effects business. How negatively Tesla would be impacted is debatable - I don't think anyone would expect them to be forced to let people use their chargers for free.

I dont think people would put up with a gas station that only fueled Toyotas, or a parking lot that only allowed Fords. This doesnt strike me as being terribly different.

Re: Panasonic sells its $3.6B Tesla stake

#173

Post by belter »

nickik wrote: post #156
belter wrote: post #53

Earlier quoted context omitted.

Lets add PE Ratios as of last Friday 24 June .... Tesla: 674.98 ( !!!) Volkswagen: 12.70 Daimler/Mercedes: 10.43 Ford: 15.52

PE Ratio is one of the dumbest most irrelevant ways to measure company. At one point Tesla had no PE, then it was 10k and one quarter later it was 1k. Evaluating growth companies with PE is idiotic.

I did not claim this will be the single data point.Of course is not to be used without additional information. Warren Buffet also stated you should not rely solely on PE.

It is a starting point, and the difference is enough, to justify a statement that Tesla is overvalued.

Are you saying Tesla is not overvalued ?

Re: Panasonic sells its $3.6B Tesla stake

#174

Post by ac29 »

shiftpgdn wrote: post #164
anthonygd wrote: post #159

Earlier quoted context omitted.

I'll agree a 2 week outage is insane, but that's hardly an example of the tech being behind. Shitty process sure and lazy software development too. How about the charge range or stability control? Any idea about the battery's expected life span? What technology do you think Audi is behind on? My impression has been that Tesla nailed the charging network, charge range and raw straight line performance. Everything else…

Things you'll care about on a daily basis: * Rear hatch will occasionally just open by itself. There was a TSB from the dealer to resolve this where they reprogram your keys and adjust the sensitivity of the kick sensor but I'm still skeptical. The audi app should alert me if the hatch has been left open for more than X minutes with the car off. * Audi App in general is very slow and unresponsive. Sometimes I'll try…

With the exception of the efficiency numbers, none of these seem like problems that would take 10 years to resolve, even at the glacial pace of most automakers. Many of them even seem like software issues that would be resolvable via firmware updates.

400wh/mi though, oof. That would be about as expensive to operate as my current gas-powered vehicle (both around 10c/mi).

Re: Panasonic sells its $3.6B Tesla stake

#175

Post by ac29 »

synaesthesisx wrote: post #31
deelowe wrote: post #21

Earlier quoted context omitted.

"The market can remain irrational longer than you can remain solvent." And it will continue to go up until it doesn't. Maybe Tesla has a vault of unicorn blood and is just waiting for the perfect time to unveil it, but as a car company, their stock valuation makes absolutely no sense. It would take a miracle for Tesla to overtake more than all 3 top automakers combined. There is zero indication this has any possibili…

> until it doesn't. That's not necessarily the case. Financials are irrelevant for stocks like Tesla, and it can continue to moon indefinitely if the market dictates it.

> it can continue to moon indefinitely if the market dictates it

Not really. The higher the price gets, the more new money it takes to move the price higher. TSLA has done significantly worse than the overall US stock market this year.

Re: Panasonic sells its $3.6B Tesla stake

#178

Post by romwell »

bluedino wrote: post #30
romwell wrote: post #22

>The move provides the Japanese firm with billions of cash to support new strategic initiatives, such as the $7.1 billion purchase of Blue Yonder ...what the hell is Blue Yonder, and why would Panasonic want it?

According to wikipedia: Blue Yonder (formerly JDA Software Group) is an American software and consultancy company (owned by New Mountain Capital, The Blackstone Group and Panasonic), providing supply chain management, manufacturing planning, retail planning, store operations and category management offerings[1] headquartered in Scottsdale, Arizona.

Sure, but why Panasonic, and why now?

Re: Panasonic sells its $3.6B Tesla stake

#179

Post by shiftpgdn »

ac29 wrote: post #174
shiftpgdn wrote: post #164

Earlier quoted context omitted.

Things you'll care about on a daily basis: * Rear hatch will occasionally just open by itself. There was a TSB from the dealer to resolve this where they reprogram your keys and adjust the sensitivity of the kick sensor but I'm still skeptical. The audi app should alert me if the hatch has been left open for more than X minutes with the car off. * Audi App in general is very slow and unresponsive. Sometimes I'll try…

With the exception of the efficiency numbers, none of these seem like problems that would take 10 years to resolve, even at the glacial pace of most automakers. Many of them even seem like software issues that would be resolvable via firmware updates. 400wh/mi though, oof. That would be about as expensive to operate as my current gas-powered vehicle (both around 10c/mi).

Yes but it’s the mindset of the VAG software engineering staff that created these problems. I didn’t go into the extremely confusing MMI, lack of OTA updates, etc. There is no way to escalate issues to VAG corporate. Even if they pressed reset on their software engineering team tomorrow it’d take a few years to ramp up to catch Tesla.
Post reply on HN