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Stephen Pace  

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  • Tesla deliveries surge 52% to company record [View news story]
    What's your point? Demo and loaners don't count as sales. Only final delivery to customers do.
    Jul 2, 2015. 10:15 AM | 11 Likes Like |Link to Comment
  • Tesla deliveries surge 52% to company record [View news story]
    @Valueseeker: I don't think state incentives sell many cars for Tesla. Also, what is the angry taxi driver to do? Sell his or her car and go back to gas? Doubtful. More likely just invests in an HPWC if they don't have one already.
    Jul 2, 2015. 10:04 AM | 5 Likes Like |Link to Comment
  • Tesla spotlight falls on Model 3 lineup and credit ratings [View news story]
    @Plain Common Sense: I would agree with you except for A) Tesla realized this years ago and B) embarked on a Gigafactory project in an attempt at pushing prices down another 30%. Without the Gigafactory, pricing and cell availability would have taken significantly longer to happen.
    Jun 15, 2015. 06:10 PM | 4 Likes Like |Link to Comment
  • Debate stirred up over government incentives for Tesla Motors [View news story]
    To quote from another post on SpaceX savings: "NASA is paying the Russians $75 million each to take our astronauts to the ISS. They just hired Boeing and SpaceX to create a capsule and rocket to ferry astronauts to the ISS. NASA is paying Boeing $4.2 billion for their system. NASA is paying SpaceX $2.6 billion for their system. So NASA is paying Boeing $1.6 BILLION extra to do the same thing as SpaceX. The kicker is that Boeing will be using the Russian made RD-180 rocket engine in their rocket while SpaceX is made in the USA. [...] The Air Force pays $360 million to ULA (Boeing and Lockheed) to send military satellites into orbit. SpaceX costs $90 million to do the same thing. That is four times as much."
    Jun 1, 2015. 07:59 PM | 8 Likes Like |Link to Comment
  • Southern Co. in agreement with Tesla to test battery storage, CEO says [View news story]
    @PCS: Tesla gets none of the $7500--the buyer gets that but only to reduce tax they are already paying. Tesla does get ZEV credits, but they are paid by other OEMs too lazy to make ZEVs in CA, not the government. Their choice--OEMs could easily just sell a compliance vehicle in CA to avoid having to pay any ZEV credits.
    May 27, 2015. 06:40 PM | 19 Likes Like |Link to Comment
  • 2 Incremental Positives For Tesla In California [View article]
    @Rogand: Which would I buy? The one with a global, long distance SuperCharger network that lets me drive as far as I want. If Porsche has that and offers a car with the same price performance as a Tesla Model S P85D, I agree they could take some share from Tesla. But there is no indication they plan to build or participate in a charging network as robust as Tesla's.
    May 15, 2015. 02:08 PM | 9 Likes Like |Link to Comment
  • Bloomberg: Tesla battery grabbed $800M potential revenue in opening days [View news story]
    @Valueseeker: Actually, many reserved the Model S for $5k down ($40k for Sig) without knowing a lot about the vehicle, final details, pricing, or even available options. If Elon had asked for a refundable deposit ($100 or $1000), many would have given it.
    May 10, 2015. 02:05 AM | 1 Like Like |Link to Comment
  • Tesla: Firing On All Cylinders Without Cylinders [View article]
    @GaltMachine: Many car dealers make more money selling trade ins than they do new cars. The CPO program is going to generate money for Tesla.
    May 1, 2015. 03:18 PM | 5 Likes Like |Link to Comment
  • Tesla: Firing On All Cylinders Without Cylinders [View article]
    @Million$Man: Uh, no. Car is not for sale and technology is not proven: "At this point the e-Sportlimousine is only a test vehicle for the nanoFLOWCELL technology with no plans to move it into full-scale production as of yet." "[I]t’s possible we can see this type of system utilized in the next few decades [...] check back [...] in 20 years."
    May 1, 2015. 03:14 PM | 7 Likes Like |Link to Comment
  • Why Tesla Needs To Increase Pricing In Asia And Pursue Fleet Sales [View article]
    @renim: Sure, but those other companies are orders of magnitude larger than Tesla. Tesla has limited engineering resources that are working feverishly buttoning up Model X and working on Gen 3. There are no resources to spare for creating a longer wheelbase vehicle--certainly not worth the bang for the engineering buck, IMHO. If this costs them some China sales, so be it.
    Apr 29, 2015. 02:20 PM | 2 Likes Like |Link to Comment
  • Coupons For Tesla [View article]
    @Commonnonsense Actually, if Tesla were to go broke (I don't think they will), the next owner of the IP might not take the same approach that Tesla has. Perhaps you can point to a document stating otherwise, but I don't think the patents are truly 'open source' like under the GPL. Tesla has said they won't sue under good faith use.
    Apr 29, 2015. 01:51 PM | 2 Likes Like |Link to Comment
  • Coupons For Tesla [View article]
    I both enjoyed this and learned something at the same time. Thanks!
    Apr 29, 2015. 10:55 AM | 17 Likes Like |Link to Comment
  • Why Tesla Needs To Increase Pricing In Asia And Pursue Fleet Sales [View article]
    This article doesn't break any new ground and frankly rehashes a lot of old, well known points. It also belies the fact that Tesla is working with landlords and installing charging stations in high rises (in many cases, not delivering the car until this is done). The very first Tesla China country manager told Elon that the back seats needed to be 'more luxurious', but a longer wheelbase model is a non-starter for a company the size of Tesla. You can forget about it. Tesla gets the margin it does by leveraging a single skateboard design also shared by Model X. There is one stamping for Model S and there will be one for Model X, full stop. Tesla made the decision, right or wrong, to move forward with the car they had. That doesn't mean no improvements. Tesla improved the seats and Recaro is pretty much as good as it gets. Tesla added front and rear console options:

    http://bit.ly/1bTWrWA

    Frankly, the article completely misses the worst issue with resolving the inventory issue in China. We live in a global world. A lot of people who buy Teslas want the most advanced car in the world. Scalpers kept the cars out of the hands of the initial wave of owners, and when they didn't take delivery, Tesla had to take them back. In the meantime, two significant advances happened: dual motor and autopilot hardware. Given the choice of an older car without this hardware or just waiting a quarter for the latest car, my guess is many wealthy Chinese (remember, there are a million millionaires in China) ordered new. The good news is this is a short term issue. We've already seen Tesla chipping away at this, with bulk company gifts and taxi sales:

    http://bit.ly/1GFig6C
    http://bit.ly/1bTWq5b

    Frankly, regarding the pricing discussion, the authors don't give the Chinese people much credit and Tesla is going for the long game. Any CEO who thinks a Tesla is a "toy" (and I doubt there are many) is going to get schooled when his Aston Martin (4X Tesla price) or Maserati (3X Tesla price) gets crushed by his buddy's P85D. In a country where many wealthier consumers buy milk in other countries because they don't trust the local supply, I could turn this discussion around and say that China isn't like Germany--all things being equal (price, performance, looks--and we aren't close in that yet) I don't think BYD gets an automatic sale over a Tesla.
    Apr 29, 2015. 10:19 AM | 2 Likes Like |Link to Comment
  • Why The Battery Storage Initiative Is Worth No More Than $3.60/Share To Tesla's Stock Price [View article]
    @Anton Wahlman: I think the Model X reveal will still have a few surprises.
    Apr 28, 2015. 11:04 AM | 10 Likes Like |Link to Comment
  • About That BMW i5 And Its Impact On Tesla [View article]
    @Anton: You talk to the Audi guys more often than me, but perhaps you can confirm what Audi really means by "swappable":

    Thanks to the modular design of the new MMI system, Audi will not have to wait an entire product cycle to replace the Nvidia graphics chip used in the A3, Halliger said. Instead, that could happen halfway through the A3’s life cycle -- perhaps during its mid-cycle facelift, in two or three years.

    http://bit.ly/1z6VAvW

    I take that to mean it is easy for Audi to make the change production-wise, not that they will allow end users to do it. Knowing Audi pricing such a change would likely also be cost prohibitive to end consumers anyway. For the record, I've never liked Audi's rotating knob setup.

    On the Tesla, the hardware for 3G is easily swappable for 4G, but since Tesla is paying for the connection for the first 4 years, most people haven't wanted to mess with it. Nvidia hardware is behind the touchscreen, though--not sure how easy it would be to change but my guess is 'not'. I will add it to my list to ask.
    Apr 27, 2015. 03:25 PM | 2 Likes Like |Link to Comment
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