Tesla 2020

Discussion in 'Stocks' started by nursebee, Jan 5, 2020.

  1. Pekelo

    Pekelo

    Tesla doesn't make batteries, Panasonic does. And their batteries can be bought by other car makers, that was Kashirin's point.
     
    #91     Feb 12, 2020
  2. Cuddles

    Cuddles

    I'll say, they have a great marketing team that's for sure
     
    #92     Feb 12, 2020
  3. Specterx

    Specterx

    This is false. As pointed out, Tesla does not manufacture the batteries (Panasonic does so, in the Tesla-owned factory shell) and doesn't have any exclusive technology, beyond the management software.

    Here's a table of BEV range and cost data (now a couple of years out of date, but it makes the point):
    https://secureservercdn.net/ip-ad.m.../Currently-Available-BEVs-in-US-1.20.18-2.png

    Teslas have/had the longest range because they loaded more batteries on the car. They can't squeeze more energy or range from a given size, weight or cost of battery. Cost per mile and cost per kWh is basically identical for Teslas and others (averaged over the various models).

    I'm curious what an updated table would look like.
     
    #93     Feb 12, 2020
  4. Pekelo

    Pekelo

    2 weeks ago:

    Elon Musk on Q4 Conference call Jan 29, 2020: "It doesn't make sense to raise money because we expect to generate cash despite this growth level."

    Today's news: They are raising 2B by selling more stocks. (It is actually a smart move at these prices.)

    "The solution to pollution is dilution." :)
     
    Last edited: Feb 13, 2020
    #94     Feb 13, 2020
  5. Why does it not surprise me one bit?
     
    #95     Feb 13, 2020
  6. Overnight

    Overnight

    Tesla is a dog. Take it down. Fossil fuels for teh win.
     
    #96     Feb 13, 2020
  7. Cuddles

    Cuddles

    He's perfected & made the scam business plan viable
     
    #97     Feb 14, 2020
  8. Banjo

    Banjo

    #98     Feb 15, 2020
    nursebee likes this.
  9. nursebee

    nursebee

  10. Interesting enough, this is exactly what George Hotz on the AI podcast points out as the hardest part to getting to level 5 automation, all the counter factuals involved in the decision process.

    I would suspect for true level 5 automation we will need a network protocol that broadcast each decision to the other cars along with traffic flow broadcast.

    This drunk guy though is just an unsolvable problem for human or machine. For any random walk the best prediction for the next step is the current position.

    It just isn't going to be that tough though to be better than the average driver with how distracted the average driver is. Just getting breakfast this morning I seen two cars blow a dangerous red light and then the next intersection both cars in both lanes were stalled for 3 seconds after the green light because both were on their phones.

     
    #100     Feb 16, 2020