61–66 of 66 posts
Earlier quoted context omitted.
Fire root cause analysis is tricky. There is a high probability that no precise root cause will ever be identified.
Am I naive if I expect these systems to be crammed full of sensors logged on-site and remotely?
Earlier quoted context omitted.
It's been... interesting watching Tesla migrate from their more oddball technical decisions to using the same tech as the rest of the industry. LFP is a really conventional tech for stationary storage as well as vehicle applications with less demanding power-to-weight requirements. They also seem to have mostly switched from the AC motors that inspired their name to permanent magnet brushless motors like the rest of…
Conventional wisdom is that grid storage product was offered because battery production was outstripping what they could ship in cars at the time. Remember that heavy industry isn't like software, you don't get to Just Decide to match the product to the market and switch when it makes sense. You make a bet years in advance on resource contracts and factory capacity, and if the needles don't match you need to find som…
I'm not sure about that. Elon Musk said on the most recent Tesla earnings call that he expects the industry to shift heavily towards LFP over time.
Obviously the cost savings and cobalt avoidance are a significant reason, but LFP has some other advantages. Tesla's LFP Model 3 SR+ actually has slightly more range and faster charging than the NCMA version, at the cost of about 100 kg extra weight. Plus you can charge LFP to 100% every time without having to worry about accelerated battery degradation.
According to recent reports[1], Tesla is transitioning to using Iron Phosphate (LFP) Li-ion cells in it's Megapack stationary storage products. Unlike nickel-based cells, LFP is highly resistant to fire and thermal runaway. Presumably, this particular installation was still using nickel-based cells. [1] https://cleantechnica.com/2021/05/11/tesla-transitions-to-lf...
Is this transition happening for their home battery products too?
LFP makes sense in many ways for stationary storage, but it does have lower energy density, so you couldn't keep the same kWh in the same form factor without some changes.
Earlier quoted context omitted.
Either the customer or the investor. All of the current Tesla capital comes from the investors. They've just started breaking even now, and it can take a while to cover all the past costs. As of the latest 10-Q the accumulated deficit (sum over all past earnings) is -$3.6B. The total capital raised from investors is well over $15B.
Tesla had an effective 0 free cash flow in 2018, 1.1B USD in 2019, and 2.8B USD FCF in 2020. In terms of net income they have been positive since Q2 2020; 15 months. They have been more than "start(ing to) break even now". It would be more accurate to say they have been more than breaking even since some time between 2018 and Q1 2020 depending on your measure; capex, opex, financials (interest, depreciation, etc), un…
But yeah, it is starting to look okay if not good. I was (well technically still am, but the position is tiny now) one of the shorts in TSLA, but I am done with that, didn't quite work :)
Earlier quoted context omitted.
>Who's paying for the transition? The customer or Tesla? Since nearly all Tesla revenue comes from Tesla customers I would imagine the customers will be ultimately footing the bill. >Was this comment controversial in any way? Honestly it comes off as cynical and a little dumb -- which is why it might be grey. If a business agrees to a cost -- it will be the customers paying for that cost. Your peevish "Who is paying…
It's a relevant question because Tesla knowingly sold demonstratively unsafe technology to customer and the tax payer will ultimately have to pay for all the damage it's going to cost long term(and in fact already does). People like you who really love Tesla for some reason seem to be willingly ignorant of that fact. As others have mentioned before even DIY batteries were recommending other battery technologies for p…
Earlier quoted context omitted.
Who's paying for the transition? The customer or Tesla? Funny this got downvoted. Was this comment controversial in any way?
You get downvoted because the question is redundant. It's like asking who is paying for the next gen iPhone or whatever. You buy the product as is and when a new better generation of the same product comes out you don't get a free upgrade because you bought the old version.