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Stephen Pace  

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  • Tesla Can Stop 'Fear, Uncertainty, Doubt' Regarding Demand - But Will It? [View article]
    @Bodian: Of course, the cars aren't silent, especially if you are doing burnouts. The car has standard tire noise, and quiet cars (including Prius) aren't running down kids. The people getting run down in New York are getting run down (even by ICE cabs) while they are crossing the street without looking because their eyes and attention are glued to their iPhone. Adding noise to EVs would do nothing, and at the end of the day, it is the personal responsibility of both the driver and pedestrians to avoid accidents.
    Feb 26, 2015. 02:45 PM | 2 Likes Like |Link to Comment
  • Tesla's Claims Of Being Production Constrained Don't Add Up [View article]
    @Alberto Zaragoza: Tesla sold 31,655 vehicles in 2014 with no advertising. Do you really think they'll sell the same number or less vehicles in 2015? Tesla is ramping production--some claim slower than possible, but maybe they didn't quite hit 1k per year capability by the end of 2014? Maybe Model X planning impacted how they could run both lines at full production? Given the small numbers involved, small differences per week make a big difference in the annual production rate. Until advertising starts, no one, not even Tesla (although they have a much better idea than the general public), knows what the annual demand for the Model S is. It could well be 50k units per year. 50k Model S and 50k Model X would be a decent volume for a car in this price range and would bode well as halo cars for a large run of Model ≡.
    Feb 24, 2015. 01:06 PM | 3 Likes Like |Link to Comment
  • Tesla's Claims Of Being Production Constrained Don't Add Up [View article]
    @LT: Why does Tesla need loaner cars? Well, stuff happens. Windshields crack, potholes eat tires and wheels, 12V batteries die, etc. Just because the car requires less service of some types, doesn't mean it requires no service, although unlike an ICE vehicle, not servicing the vehicle does not void the warranty.
    Feb 24, 2015. 12:57 PM | 7 Likes Like |Link to Comment
  • Tesla's Claims Of Being Production Constrained Don't Add Up [View article]
    @First Down: Don't worry, the delusional said the same thing about Model S: "Most reservations aren't real, no one would put down $40k or $5k for a vehicle that hasn't been seen, nor pricing and features announced!" Yet I attended a Tesla factory event in Oct 2011 with thousands of these nonexistent people. If Tesla put a launch event together next week for Model X reservation holders, you'd see thousands of people there too. You think TMC is just filled with sock puppets?
    Feb 24, 2015. 12:53 PM | 8 Likes Like |Link to Comment
  • Sorting Out The Tesla Model X Launch: When, How, And Who Are The Buyers? [View article]
    You can say semantics, I will still say truth and lie. Car doesn't overheat and is correctly designed not to overheat. "LT: But, but...car isn't a great track car!" Tesla never claimed it was nor will that matter to the vast majority of owners.
    Feb 22, 2015. 01:33 PM | 10 Likes Like |Link to Comment
  • Sorting Out The Tesla Model X Launch: When, How, And Who Are The Buyers? [View article]
    @LT: Read what you wrote and then read what I wrote and you can see how far over the line you really are:

    You said "overheat" -> car does not overheat.
    You said "shut down" -> car reduces power so you can't go more than 80 mph.

    This is the type of hyperbole I have come to expect from you, though, which is why so many people discount every comment you make. Valid comments are fine ("car is not a great track car"), but you take one point and then lie to try to take it to extremes. Worse, others start repeating the comments without context--which as a short is of course your goal.
    Feb 22, 2015. 12:23 PM | 28 Likes Like |Link to Comment
  • Sorting Out The Tesla Model X Launch: When, How, And Who Are The Buyers? [View article]
    @LT: Wow, the Nissan Maxima now has options for RECARO seats and alcantara headliners? I didn't see that, but sweet, they have DVD video playback on their 7" VGA screen!
    Feb 22, 2015. 11:55 AM | 9 Likes Like |Link to Comment
  • Sorting Out The Tesla Model X Launch: When, How, And Who Are The Buyers? [View article]
    @Anton Wahlman: Put me in the camp of someone who has a Model S and no desire to have a Model X. I prefer the look of a sports sedan to a crossover any day of the week.
    Feb 22, 2015. 11:44 AM | 18 Likes Like |Link to Comment
  • Sorting Out The Tesla Model X Launch: When, How, And Who Are The Buyers? [View article]
    @LT: This has been pointed out to you before, but I will do it again, your characterization of the Model S on a track is completely wrong. Sure, no one is claiming the Model S is a track car (something the average owner never does anyway), but as someone who has put my Model S on a track, I can categorically state that the car does not "shut down" and it does not "overheat". Instead, the car goes into a mode to limit the performance (clearly delineated by a yellow line on the speedometer) so that the excess heat doesn't stress the batteries. In my car, I never saw the line drop below 80 mph. Sure, this is "slow" for a track, but fine for the road. Tesla could address this by adding additional cooling capabilities ("Tesla Laguna Seca Edition") using up more of the frunk space, but it is very much a low priority item to address. And I can confirm that cornering ability is even great on "non-public" roads due to the low center of gravity and suspension that would give Audi a run for their money.
    Feb 22, 2015. 11:41 AM | 26 Likes Like |Link to Comment
  • Tesla: The Floor Is Yours [View article]
    @Valueseeker Keep in mind, Tesla is also making loaner cars for the service centers. If you order a car exactly like a loaner already in progress, Tesla can shift the order from being a loaner to an owner to speed up delivery. Likely that is what happened in the case you cite.
    Feb 20, 2015. 12:47 PM | 1 Like Like |Link to Comment
  • Did Tesla's Actions In Detroit Put Its Patents In The Public Domain? Why Investors Should Worry [View article]
    @Andreas: You can laugh all you want about "vacations", but as a Tesla owner who had his car dropped off at his house, if Tesla calls you to tell you they want to deliver your car on Dec 31st, and you are out, you are out. There isn't much they can do. The good news is, it just shifts the revenue from late Q4 to early Q1. Q4 didn't look great, but it isn't the end of the world.
    Feb 15, 2015. 03:53 PM | 9 Likes Like |Link to Comment
  • Tesla: In Need Of A Little Adult Supervision [View article]
    @Logical Thought: I don't think Elon likes getting tarred with the brush "Tesla only makes cars for the rich". But I'm with the author--raise the price of the P85D by $10k--does anyone think that the people ordering the P85D wouldn't have paid that? Aston Martin is still twice the price. Keep the price of the base vehicle the same.
    Feb 13, 2015. 11:13 AM | 5 Likes Like |Link to Comment
  • Tesla Could Sell A Million Vehicles Per Year By 2020 [View article]
    @sam026: No one is saying that millions of people per year are going to buy an $80k Model S or Model X (and this article does not say that). Certainly if you look at how many Lexus 460, BMW 7, and Audi A7s are sold, Tesla is doing pretty impressive numbers without advertising. What this article is saying is if you look at BMW 3 sales, it isn't unreasonable to target 500k Model 3 cars per year. In fact, that is a small number into the global automotive market.
    Feb 13, 2015. 10:54 AM | 2 Likes Like |Link to Comment
  • Tesla Could Sell A Million Vehicles Per Year By 2020 [View article]
    @cashchain: "Until then BEV cars are a JOKE for 99% of use case for a vehicle - period." Uh, you have your numbers backwards. The average person doesn't drive more than 40 miles per day. 95% of the time you are driving less than 200 miles per day. That means 95% of the time the BEV is going to meet your daily needs just fine. In fact, if the BEV owner never travels in the car (perhaps they have a second family car), then the BEV owner spends less time fueling their car than you do filling your gasoline car because the BEV owner leaves their garage every day full where you have to go stand out in the cold and wind at the stop and rob when you need to fill up. The only case where BEVs are worse than gasoline cars is in distance travel, and technology is slowly eroding that gap. SuperChargers allow me to recoup half my range in 20 minutes, 1hr for a full charge. If I time my meals and stops, I barely see that time, and JB Straubel has talked about coming advancements that could lower SuperCharging times even more. In fact, if they did a 400 mile Model S battery today, they could recoup 200 miles in 20 minutes with current technology (e.g. no additional improvements). The 400 mile battery isn't cost effective at this time, but is technically feasible today.
    Feb 13, 2015. 10:47 AM | 4 Likes Like |Link to Comment
  • Tesla Could Sell A Million Vehicles Per Year By 2020 [View article]
    @Solar Guru: Just because you repeat something often enough, doesn't make it true. In 2013 Tesla sold 22,477 cars. In 2014, Tesla sold 31,655 cars, all reserved and paid for via the internet to customer specification. If you believe 31,655 is PEAK Model S sales, I would like to bet you $1000 right now that Tesla sells more Model S in 2015 than 31,655, and that is still without a single bit of advertising. If you aren't willing to take that bet, please stop repeating "peak demand" nonsense. Global demand for Model S is likely to be more than 50k per year. Until advertising starts, we don't know what the number is.
    Feb 13, 2015. 10:37 AM | 8 Likes Like |Link to Comment
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