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Tesla is a Battery Company

blog.jeremyrwelch.com

141–150 of 173 posts

Re: Tesla is a Battery Company

#141

Having a "Tesla battery pack" at your home is more than just handling grid fluctuations. What if the battery pack can act as a supercharger for your car? It's like having a tank of gas in your garage all the time.

>It's like having a tank of gas in your garage all the time.

And how many people care to have a tank of gas in their garage all the time, even though the idea is completely feasible today?

Re: Tesla is a Battery Company

#142

I 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.

True. I've already seen an article like this. This also gave a reason why they wanted their supercharging stations everywhere, at cheap price, and open patents. I'm not sure, but I doubt he opened his patents on the battery.

Re: Tesla is a Battery Company

#143

I'm sort of curious how the economics of this will end up working out from a consumer's perspective. Lithium ion's big advantage was energy density -- you can store a lot of juice for not much mass or volume, which is a really big deal for portable electronics or cars... for a stationary home installation, though, much less so. Having a giant thing sitting in your backyard might be okay if it was high-capacity and ch…

> Having a giant thing sitting in your backyard might be okay if it was high-capacity and cheap There are also walls you could embed batteries in. A house has a lot of surface area that could be used to store energy.

Embedding Li-ions in your walls -- it's safer than embedding gasoline tanks in your walls. It's still far from a good idea, though.

Re: Tesla is a Battery Company

#144

If Tesla executes, they are going to be the leading company in a number of industries, of which battery technology and manufacturing is one of them. They are also leaders in direct sales, JIT manufacturing, motor design, any one of which is a disruptive innovation channel they could monetize, all in the service of building electric cars. Tesla is an energy company, a battery company, a car company, etc, just as GE or…

In what sense is Tesla a leader in JIT manufacturing? Do you know how manufacturing takes place at all those other car companies in Germany, Japan, and South Korea? I can not talk about the Asian-based companies, but I know for sure that the manufacturing plants in Germany are very ahead. Because they produce different models at same time on the same track. Each and every car is different in every aspect. In Europe i…

> In Europe it is very common that you order your car they way you like it and do not buy the one that dealer has in its parking lot. You order to your specification and the option lists are huge compared to the one from Tesla.

I can confirm, I bought a Mercedes and they had 10-20 options, which I could customize however I wanted.

Re: Tesla is a Battery Company

#145

I 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.

>They were a battery company using luxury automobiles to fund battery R&D. This seems questionable to me. I just don't see lithium-ion powering electric cars in an affordable or usable fashion. The density isn't great and after 4-5 years the battery pack wears out, making your $30-50k battery investment disappear. There's no resale value on a battery that can't even hold 30% of its original charge. Musk's solar city…

Wow, you're pulling out some numbers that seem very unfounded here. You also seem to be VERY anti-tesla as seen in your other posts in this thread.

Can you show me where you have seen hard evidence of battery packs "wearing out" after 4-5 years? Also, please define wearing out as there are different meanings to that.

Contrary to what you have said in this thread the battery life has actually been significantly better than expected (http://www.csmonitor.com/Business/In-Gear/2015/0219/How-much...)

Also, saying the only incentive of buying an electric car to save money is ignoring a lot of other factors in the word.

Re: Tesla is a Battery Company

#146
Tesla's goal is to accelerate the advent of sustainable transport. They want (a) to see as many electric cars on the road as fast as possible and (b) make a lot of money.

B is required to perfect the product -- which serves A better than anything else.

I think the 'Apple way' is most efficient: selling the whole package and making it so good, that people happily pay a lot.

Re: Tesla is a Battery Company

#147
post #110

Earlier quoted context omitted.

The claim about leading JIT does seem a bit ridiculous, given JIT manufactoring grew out of the Toyata Production System[1] which encompases Kaizen, Kanban and similar. All of which was pioneered decades before Tesla existed. [1] http://en.wikipedia.org/wiki/Toyota_Production_System

I learned that as Toyotism. EDIT: Another therm for that is "Lean manufacturing" http://en.wikipedia.org/wiki/Lean_manufacturing

Lean manufacturing works right up to the point where one of your vendors gives you a bad part. Your choice is to either shut down a line or have excess backup supplies at which point there's no need to have been lean.

Re: Tesla is a Battery Company

#148

Earlier quoted context omitted.

I learned that as Toyotism. EDIT: Another therm for that is "Lean manufacturing" http://en.wikipedia.org/wiki/Lean_manufacturing

Lean manufacturing works right up to the point where one of your vendors gives you a bad part. Your choice is to either shut down a line or have excess backup supplies at which point there's no need to have been lean.

I'm not sure how it helps to have a backup supplies of bad parts?

It should be obvious that quality control across the entire supply chain is vital to make lean work -- and indeed that is how Toyota and others does it: They work very closely with suppliers.

Re: Tesla is a Battery Company

#149

If Tesla executes, they are going to be the leading company in a number of industries, of which battery technology and manufacturing is one of them. They are also leaders in direct sales, JIT manufacturing, motor design, any one of which is a disruptive innovation channel they could monetize, all in the service of building electric cars. Tesla is an energy company, a battery company, a car company, etc, just as GE or…

I remember trying this strategy in Civilization. While trying to dominate the long term macro quickly, short-term micro-specialists obliterated parts of my network which caused the entire long term strategy to fail. (Yes I did just make that comparison :). I hope Tesla succeed though. We need someone out there to run this opportunity and encourage competitors in this space.

Did they rush you with an attack?

Re: Tesla is a Battery Company

#150

Earlier quoted context omitted.

You use "Gigafactory" as if it was an established word. It isn't. It it the name of Tesla's battery factory being built in Nevada.

It's so named because its planned capacity is measured in gigawatt-hours of batteries per year. "A gigafactory" to refer to any factory of that size is a reasonable term to use.

Couldn't you just measure the capacity in directly in Watts instead of Watt hours / year?
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