Tesla is a Battery Company
blog.jeremyrwelch.com
Tesla is a Battery Company
1–10 of 173 posts
Re: Tesla is a Battery Company
#2I don't think this is a revelation to anyone who has been paying attention?
This seems to have been the dominant hypothesis for a long, long time, and is always what justified Tesla's early (very) red activities. They were a battery company using luxury automobiles to fund battery R&D.
Re: Tesla is a Battery Company
#3Also, wasn't Musk going to do a phd studying batteries before deciding that the internet was a better move for him at the time?
Re: Tesla is a Battery Company
#4I don't think this is a revelation to anyone who has been paying attention? This seems to have been the dominant hypothesis for a long, long time, and is always what justified Tesla's early (very) red activities. They were a battery company using luxury automobiles to fund battery R&D.
> I don't think this is a revelation to anyone who has been paying attention?
Maybe so, but for casual observers, this lays out the argument very concisely, in a way that might not have been apparent before. (To the average American, "battery company" means Energizer and Duracell, and doesn't seem like a very future-facing sector, so characterizing Tesla as such seems diminutive and hyperbolic.)
Re: Tesla is a Battery Company
#5What's wrong with being more than one thing. They are shaking up A LOT about how we currently think about the ``energy'' models. I think batteries are going to do wonder for countries that don't have a ``grid''.
The coolest thing to me about Tesla is the car is becoming decoupled from what powers the car. It's still electricity but if my power provider was to switch to nuclear, solar, people on bicycles, or coal It would be transparent to me.
Re: Tesla is a Battery Company
#6[deleted]
Re: Tesla is a Battery Company
#7Only as much as Apple was a HDD company with the release of the first iPod.
Yes, their underlying hardware was necessary for the product to be revolutionary, and it was also something that no one else could produce at the time.
But, like Tesla, Apple added a layer of design and marketing that made for a revolutionary UX, as well.
So I agree that Tesla is a battery company, but I don't think that that makes them less of a revolution for the car industry.
Re: Tesla is a Battery Company
#8Also, wasn't Musk going to do a phd studying batteries before deciding that the internet was a better move for him at the time?
[deleted]
Re: Tesla is a Battery Company
#9I don't think this is a revelation to anyone who has been paying attention? This seems to have been the dominant hypothesis for a long, long time, and is always what justified Tesla's early (very) red activities. They were a battery company using luxury automobiles to fund battery R&D.
Indeed, money managers have been expounding on this thesis for years. "Bond King" Jeff Gundlach remarked to this effect some with Barry Ritholtz on July 2014. https://soundcloud.com/bloombergview/barry-ritholtz-intervie...
Great to see that other are catching on.
Re: Tesla is a Battery Company
#10Of course. But it's not as though Tesla's cars are just useless, uninteresting husks. They are also a very competent car company, especially for being so young. But their core competency is definitely in batteries.