71–80 of 92 posts
For reference: they did 139k in Q3 2020 and 184k in Q1 2021. That's pretty nice growth, but still much less than any major car company.
https://www.freep.com/story/money/cars/general-motors/2021/1...
For reference: they did 139k in Q3 2020 and 184k in Q1 2021. That's pretty nice growth, but still much less than any major car company.
GM only sold 470k this quarter in the US. Not sure what GM's global sales are, but Tesla is getting closer to being comparable. https://www.freep.com/story/money/cars/general-motors/2021/1...
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Yes, and as long as enough investors believe in that thesis, it'll stay where its at. What's Uber's stock price and valuation after burning $30 billion dollars and still not turning a profit? (Uber picked in particular because I'm familiar with their financials)
Since you’re familiar with Uber’s financials, I have a question. Do you think they’ll be able to survive as a company once interest rates begin rising?
Uber will survive as long as there are investors willing to believe they might be profitable, eventually. Once the consensus or shared belief turns, I believe they’ll face significant challenges raising capital in the market.
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Nissan is forecasting 9.75 trillion yen (88 billion usd) in net revenue for 2021. Tesla had automotive revenues of 19 billion usd in the first two quarters of 2021.
You're cherry-picking data to make Tesla's numbers and potential look worse than they actually are. The first two quarters are much slower for car sales; for example in 2020, Tesla shipped 178k units in Q1+Q2 and 319k units in Q3+Q4. Tesla had sales of 31.5B in 2020, and have 73% growth between Q3 2020 and 2021, which indicates they could hit 50B in 2021, and could hit close to 90B in 2022 if they continue the same Y…
This accusation is false.
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You don't have to believe me but I don't own a tesla nor do I own Tesla stocks. Tesla do have their own custom chemistry and doping, it is written all over the internet you're willing to read that. TEsla has several patents and their own research group: https://www.scribd.com/document/440951044/Tesla-battery-pate... https://www.scribd.com/document/424878572/J-Electrochem-Soc-... just to name a few. to me you seem lik…
The patent and the chemistry you are trying to link to — by the way, Scribd is a scam, here is a link to the PDF[1] — is university research funded in part by Tesla. 1: https://iopscience.iop.org/article/10.1149/2.0341813jes/pdf Undoubtedly good chemistry research but doesn't have anything to do with the batteries that are actually in cars you can actually buy.
Claiming Tesla is the same as VW which basically buys batteries and shoves them into existing chassis\frames, is a joke.
Tesla produces most of the worlds batteries:
https://www.mining.com/muskmobiles-running-rivals-off-the-ro...
In their own factories, which automaker has this level of integration?
Tesla has the best battery longevity metrics according to thousands of tested cars: https://electrek.co/2018/04/14/tesla-battery-degradation-dat...
Tesla is the only company with vast\robust charging network: https://hbr.org/2021/01/how-teslas-charging-stations-left-ot...
Tesla is the only company seriously investing in their own battery facilities. boots on the ground, working facilities.
Now tell me how Tesla is just like any other player in the EV space again?
For reference: they did 139k in Q3 2020 and 184k in Q1 2021. That's pretty nice growth, but still much less than any major car company.
GM only sold 470k this quarter in the US. Not sure what GM's global sales are, but Tesla is getting closer to being comparable. https://www.freep.com/story/money/cars/general-motors/2021/1...
For reference: they did 139k in Q3 2020 and 184k in Q1 2021. That's pretty nice growth, but still much less than any major car company.
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It's far far worse. Tesla is probably the only company in the world that produces\designs its own batteries, motors and electronics. Most "competitors" are just buying batteries\electronics from a vendor and shoving it in. Tesla partnered with Panasonic and created their own custom modules(2170), now they plan to do everything with the newly announced 4680(from raw materials to products). They are truly unmatched.
Ah yes, most companies just buy batteries from Panasonic and shove them in their cars, but the galaxy brains at Tesla instead buy batteries from Panasonic and shove them into “custom modules” which is clearly materially different.
As to your dismissive "galaxy brains at Tesla": unlike Ford or GM or Toyota, Tesla does a lot of R&D in battery cells.
I know that because they are hiring tons of people for cell research and production: https://www.tesla.com/careers/search/?country=US&query=cell
I did similar searches in the past so I know that they've been hiring for cell research for years.
For contrast, despite GM claiming they make Ultium batteries, few months back I didn't find a single job post for cell engineering.
I also know that because Tesla has been sponsoring Canadian cell research lab led by Jeff Dahn.
This resulted in multiple patents awarded to Tesla.
Tesla also bought Grohman Engineering (which makes, among other things, robots that assemble battery packs), Maxwell (for their dry electrode technology) and a Canadian manufacturer of equipment for making battery cells.
Musk also talked how they work with every company that claims they have an improved cell technology and how they evaluate their cells.
There is no evidence that Ford or GM or Toyota made similar investments in batter cell and battery pack R&D and production.
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You could nearly double your range by buying two model Y’s it would give you around 600 miles — a much better price, and theoretically you could tow charge one and charge it, so it’s not out of the realm of possible. To be fairrrr, only people that have range anxiety are those that listen to the oil and gas industry.
> and theoretically you could tow charge one and charge it Charge it... from where? There isn't a free energy source here...
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You could nearly double your range by buying two model Y’s it would give you around 600 miles — a much better price, and theoretically you could tow charge one and charge it, so it’s not out of the realm of possible. To be fairrrr, only people that have range anxiety are those that listen to the oil and gas industry.
Are you suggesting that driving around with 2 cars, one towing the other, will double the range? Moving 2 cars together takes almost double the power. The aerodynamic drag can decrease slightly — work on semi trucks in close convoy formation suggests maybe 10-20%.
It’s common knowledge that you can do this.