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Tesla Q1 2021 Results

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Re: Tesla Q1 2021 Results

#231

Earlier quoted context omitted.

> 92 MWh of solar generation deployed in Q1, +163% versus a year ago This is a typo (should be 92 MW), but also made me think about how you could have fun metrics like MW/h rate of solar deployed or MW rate of storage deployed.

I find it delightful to think of EV charging rates in MPH. The original Leaf tops out at around 24 MPH, while modern Tesla super chargers are 200+ MPH charge rate.

Just reached over 1000 MPH charging at a V3 supercharger last week.

Re: Tesla Q1 2021 Results

#232
post #50

> We believe that a vision-only system is ultimately all that is needed for full autonomy. Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision. This is a huge gamble IM…

like 90%+ of living beings on the planet use eyes to navigate. Seems to work for them. None use LIDAR or RADAR, only a few use SONAR.

By that reasoning, shouldn’t the fastest living beings move around on wheels instead of legs?

Just because something works for evolution/nature, it doesn’t mean that there isn’t a simpler/better engineering alternative.

We have spend hopelessly many years trying to build machines that walk — Now Boston Dynamics seem to be there. But it is really complicated compared to wheels, and their machines are not running at 2-300 km/h.

Re: Tesla Q1 2021 Results

#233
post #224
post #132

Whatever you may think of Tesla and Musk, you have to agree that they've accomplished something rather incredible. Few would have thought this possible not that long ago: * 185K vehicle deliveries in Q1, +109% versus a year ago [a] * 2.7K supercharger stations, +41% versus a year ago * 24.5K supercharger connectors, +44% versus a year ago * 92 MW of solar generation deployed in Q1, +163% versus a year ago * 445 MWh o…

I had to look it up but for reference in Q1 2021 the big auto makers delivered the following. Ford: 521,334 GM: 642,250 Toyota: 2.46 million VW: 2.5 million If Tesla holds up they'll be larger than Ford in 2 years and be the largest automaker in the world in 4 years.

Only if other companies aren’t growing faster. VW tripled electric car sales in 2020 compared to 2021: https://www.volkswagenag.com/en/news/2021/01/Volkswagen-bran...

Re: Tesla Q1 2021 Results

#234
post #132

Whatever you may think of Tesla and Musk, you have to agree that they've accomplished something rather incredible. Few would have thought this possible not that long ago: * 185K vehicle deliveries in Q1, +109% versus a year ago [a] * 2.7K supercharger stations, +41% versus a year ago * 24.5K supercharger connectors, +44% versus a year ago * 92 MW of solar generation deployed in Q1, +163% versus a year ago * 445 MWh o…

i'm not trying to be snide, but it's worth noting that so much of this is fueled by government subsidies and investments into electric vehicle technology. And the current administration is looking to at least double that investment. Things are going to be great for Tesla, but what happens when the subsidies stop?

In a sense, a lot of Ford's growth was fueled by government investment in new roads. Ford kept growing after the government stopped investing, and I think it will be about the same for Tesla. but I'm not sure. The subsidies are so direct and in 15 years EVs will be the rule and not the exception.

Tesla seems like a great investment right now. just not sure how long it will last

Re: Tesla Q1 2021 Results

#235
post #132

Whatever you may think of Tesla and Musk, you have to agree that they've accomplished something rather incredible. Few would have thought this possible not that long ago: * 185K vehicle deliveries in Q1, +109% versus a year ago [a] * 2.7K supercharger stations, +41% versus a year ago * 24.5K supercharger connectors, +44% versus a year ago * 92 MW of solar generation deployed in Q1, +163% versus a year ago * 445 MWh o…

I have two separate and (mostly) unrelated feelings. Musk has done something remarkable as you say. At the same time, the market cap is nuts and a portent of doom. Bigger than all car companies combined, by market cap? A market crash could take down Tesla and set back electric car adoption by 20 years.

It wouldn’t, even traditional car manufacturers like VW are massively ramping up their electric car production. They just don’t have Elon musk for PR

Re: Tesla Q1 2021 Results

#236

Earlier quoted context omitted.

As a former Audi owner, I would never ever buy anything from VW (certainly not after the dieselgate scandal). But good luck with your $45k purchase!

Why specifically? Don’t we want to support them in EVs? Btw it’s -9k with rebates. But I also leased as I anticipate it being uncompetitive in 3 years. Everyone has EVs coming so the tech and competition will mature quickly. This is a first gen car for VW.

There is no obligation to "support" a for-profit corporation like some kind of charity. Certainly VW deserves no such charity. It is a recidivist emissions violator that has been caught doing defeat devices on multiple occasions. It treats customers with the same contempt as it does the EPA.

It is good though that you got your vehicle on lease. If it is like my first-generation A4, everything will start to fall apart after 3 years.

Re: Tesla Q1 2021 Results

#237
post #132

Whatever you may think of Tesla and Musk, you have to agree that they've accomplished something rather incredible. Few would have thought this possible not that long ago: * 185K vehicle deliveries in Q1, +109% versus a year ago [a] * 2.7K supercharger stations, +41% versus a year ago * 24.5K supercharger connectors, +44% versus a year ago * 92 MW of solar generation deployed in Q1, +163% versus a year ago * 445 MWh o…

i'm not trying to be snide, but it's worth noting that so much of this is fueled by government subsidies and investments into electric vehicle technology. And the current administration is looking to at least double that investment. Things are going to be great for Tesla, but what happens when the subsidies stop? In a sense, a lot of Ford's growth was fueled by government investment in new roads. Ford kept growing af…

[deleted]

Re: Tesla Q1 2021 Results

#238
post #21

Earlier quoted context omitted.

> I find this to be a major milestone in the transition to BEV. This is an achievement. While I agree it would be great if we had 0 emission vehicles, today EV in US or Germany run largely of coal , hence battery production is anything but green... Thus I still don’t see the point of what’s called « Transition ». Climate change is real , but at the moment without nuclear fusion I fail to see how this is going to chan…

Germany has more solar than coal https://energy-charts.info/charts/energy_pie/chart.htm?l=en&...

But does it have more renewables than Fossil fuels?

Re: Tesla Q1 2021 Results

#239
post #203
post #97

Earlier quoted context omitted.

It seems that in trying to debunk marketing spin you've deployed even worse spin of your own: > the premium sedan category (including Tesla 3) is declining overall Uh... wat? Model 3 sales are growing very rapidly! Trying to argue that they aren't because the category they are being compared to is not is... somewhat weird. I mean, look. The M3 is now selling more cars than Mercedes or BMW do in the same price segment…

> Uh... wat? Model 3 sales are growing very rapidly! Trying to argue that they aren't because the category they are being compared to is not is... somewhat weird. I mean, kind of? It's much more complicated when you look at market over market. Tesla sales in the US haven't really grown much since the summer of 2019, and that's despite releasing a whole new model in that period. They've definitely been selling more ca…

Pandemic and working from home. I wasn’t about to buy a new car.

Re: Tesla Q1 2021 Results

#240
post #132

Whatever you may think of Tesla and Musk, you have to agree that they've accomplished something rather incredible. Few would have thought this possible not that long ago: * 185K vehicle deliveries in Q1, +109% versus a year ago [a] * 2.7K supercharger stations, +41% versus a year ago * 24.5K supercharger connectors, +44% versus a year ago * 92 MW of solar generation deployed in Q1, +163% versus a year ago * 445 MWh o…

> New S, X, Roadster, Cybertruck, and Semi models on the way There is also a lot of noise around the sub $30k mystery car Musk hinted about at the battery event. He said $25k, but given Tesla’s pricing history, $28-30k is more likely.

To be honest, given Tesla's pricing history and Musk's... claim-making history, $35k is more likely. But I can dream.
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