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  • Why Is Tesla Throttling Production? [View article]
    Haha that's hilarious temperest.
    Apple should have bought Tesla when they had the chance at just a few billion a few years ago but they along with all the doubters couldn't see Musk's vision. They would still do well to buy them out now if they really want to impact the EV world.
    Apple doesn't actually build anything. They design cool gadgets which they farm out to China to build. They certainly don't build batteries, which you need A LOT of to make EV's in any real numbers.
    But with nearly $200 billion in the bank Apple can be whatever it wants to be I suppose. I just think it will take them a long long time to get to where Tesla is now.
    They had the chance to buy Tesla before it became cool and everybody wanted one. If they come out with a car now they will just look like copycats and will have lost the cool factor.
    Of course there are plenty of Apple iSheeps out there who have no idea what cool is anymore and just go for the logo so I'm sure anything Apple will eventually sell if they throw enough money at it.

    Everyone goes on about Apple or Google being a Tesla killer. Neither of these high tech companies make batteries though (which is of course the key ingredient for an affordable EV)...Samsung is the REAL potential Tesla killer...and they also have the money in the bank to do it.
    If I was Elon Musk, Samsung would be the only company that I would worry about getting into the EV business.

    http://bit.ly/1FR5Wz9

    Apple seems to be merely putting a team together to build infotainment services to sell to big auto. Nothing to see here.
    Feb 16, 2015. 12:38 AM | 2 Likes Like |Link to Comment
  • Why Is Tesla Throttling Production? [View article]
    Haha so you find TWO examples of 12v battery failure out of 60k+ cars on the road and that somehow translates into EVERYONE needing a 12v battery replacement EVERY year???? Laughable...totally pulling at straws...classic short just making things up now.
    Feb 14, 2015. 11:29 PM | 2 Likes Like |Link to Comment
  • Why Is Tesla Throttling Production? [View article]
    Yep Paulo just lost all credibility there. Saying that EVERYONE must get a 12v battery change every year...ball-der-dash..... try to tell people who actually own the car what they need to do Santos...just pathetic.
    Feb 14, 2015. 11:26 PM | 2 Likes Like |Link to Comment
  • Why Is Tesla Throttling Production? [View article]
    Great comment Everman...sawtooth production numbers as bottlenecks occur, are overcome, and occur again at some other point in the production line, etc. This is how real world ramp up in manufacturing works.
    I told Santos originally to step back and look at the big picture i.e. YOY production numbers and the trend line is obvious and roughly to the guidance provided by Tesla but he deludes himself as he has done for over 2 years now with his "demand is falling" story.
    Feb 14, 2015. 11:06 PM | 2 Likes Like |Link to Comment
  • Why Is Tesla Throttling Production? [View article]
    If anything it shows the raging demand for high end autos...which bodes extremely well for Tesla S/X demand...which is after all what is in question here.
    Feb 14, 2015. 11:00 PM | 2 Likes Like |Link to Comment
  • Why Is Tesla Throttling Production? [View article]
    How about because Fiat/Chrysler et all are the PAST when it comes to auto market. Tesla is the FUTURE. Intelligent people can see the writing on the wall for the ICE even if big auto can't.
    It's like would you rather invest in Blockbuster or Netflix?
    Sure Blockbuster may have a lot more inventory with a huge capacity to make DVD's, with lots of stores on the ground but they are all useless in the new environment for watching movies.
    Similarly the legacy automakers have billions and billions in outdated ICE vehicle manufacturing capability. It is useless in the new environment.

    As Tesla gets bigger and bigger with gigafactories and superchargers it invests in the new environment...the only one that matters...big auto does nothing and they will get slaughtered...rightly so.
    Feb 14, 2015. 10:56 PM | 1 Like Like |Link to Comment
  • Why Is Tesla Throttling Production? [View article]
    HAHA I would pay to see that too AltEnergyGuy.
    How much would it take Santo's to mount that GoPro?? Maybe we can get a pool going here on SA?
    I'm sure Musk would allow it for a few laughs.
    Feb 14, 2015. 10:31 PM | Likes Like |Link to Comment
  • Why Is Tesla Throttling Production? [View article]
    Leorex...its true that GM and others may be able to leapfrog Tesla with some new battery tech if the long range EV market takes off in 2018 or so with the Model III.
    However big auto still won't have a rapid recharging network like Tesla and there is no reason to think that the world's biggest EV maker in 2018 (Tesla) won't be on top of battery developments.
    It will also take big auto at least 3-4 years from when they get serious to start matching Tesla in terms of cost per kWh, battery/EV production numbers and to match the scope of their supercharging network.

    Even if new battery tech comes along Tesla can still use gigafactory #1 for Model S/X and SolarCity energy storage applications while incorporating the latest battery technology into gigafactory #2 which they might start construction of in 2019 or so. Tesla has also said that they are incorporating the upgradability of the gigafactory to allow for improvements in anode/cathode over time.

    With current tech it would take 200 gigafactories to turn the entire auto world electric. We are really at the tip of the iceburg here. Many more will be built. I am waiting for big auto or big battery (Samsung, LG, etc) to announce at least one gigafactory of their own before piling into graphite, lithium, nickel, and cobalt stocks.
    The demand of these materials is set to go bananas by the end of the decade.
    Feb 14, 2015. 10:20 PM | 1 Like Like |Link to Comment
  • Why Is Tesla Throttling Production? [View article]
    Listen to yourself Santos. Musk has said time and time again that he wants delivery wait times down to 3-4 weeks ideally in the USA.
    Right now it sits at 6+ weeks for P85D and 10+ weeks for any other configuration. That's just in the USA.
    For us here down under in Australia the wait is easily 15+weeks if you order today.
    And we know Tesla is always optimisitic in their targets so probably add another 2 weeks on to all of those numbers for good measure.

    A long delivery time is not good for anyone. It makes customers restless and gives them time to refund their deposit if they come across another car in the meantime that they can put in their garage more quickly.

    If the Tesla websites (both in USA and abroad) ever get down to a 3 week or less delivery estimate then I'll hand it to you they may have some demand issues...but they are far far far from that right now.
    Feb 14, 2015. 10:11 PM | 2 Likes Like |Link to Comment
  • Why Is Tesla Throttling Production? [View article]
    Well said AltEnergyGuy...I suspect many of the shorts have "dirty shorts" especially when considering how much money they have lost on TSLA.
    Feb 14, 2015. 09:57 PM | 2 Likes Like |Link to Comment
  • Why Is Tesla Throttling Production? [View article]
    Yes this is the first generation of FormulaE so lucky...next Gen will be miles better. So too will the next Tesla Roadster.
    EV motor cooling isn't hard to figure out and like I said supercharging/battery swap stations could be installed on the world's most famous racetracks for Tesla owners to race all day long.
    Feb 14, 2015. 09:49 PM | Likes Like |Link to Comment
  • Why Is Tesla Throttling Production? [View article]
    Solucky have you been drinking? None of your posts are making any sense.
    Feb 14, 2015. 09:46 PM | Likes Like |Link to Comment
  • Why Is Tesla Throttling Production? [View article]
    Could it be cparmer that you are just bitter that Tesla gets so much air time on CNBC because you missed out on the 1000%+ gain that its early investors enjoyed?
    Tesla doesn't pay for any advertising. Period. It doesn't need to.
    But certainly all the media attention it does get for building the best autos in the business and rewarding investors for doing so does help sales.
    Feb 14, 2015. 09:40 PM | 2 Likes Like |Link to Comment
  • Why Is Tesla Throttling Production? [View article]
    Zelaza...I don't see any competition on the horizon that will come close to the Model III. Without a worldwide supercharging network or battery gigafactory sales of any 200 mile EV from big auto will be limp.
    Tesla is the only company serious about a long range EV produced in any real numbers....big auto are still making compliance cars.
    Feb 14, 2015. 09:34 PM | 2 Likes Like |Link to Comment
  • Why Is Tesla Throttling Production? [View article]
    Cecil good point I was thinking those could be leased vehicles.
    Feb 14, 2015. 09:30 PM | Likes Like |Link to Comment
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