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  • New legislation signed in California to support electric cars [View news story]
    I guess Watts will get the next Tesla SuperCharger
    Sep 22 02:53 PM | 2 Likes Like |Link to Comment
  • Update: Tallying Up Model S Sales Up To August And Its Implications [View article]
    Yes, 2 week shutdown followed by an increase in through put.
    Needs to take this into account. Many Tesla owners were kicked off their original delivery date by 1-3 weeks.
    Sep 16 11:33 AM | 2 Likes Like |Link to Comment
  • Update: Tallying Up Model S Sales Up To August And Its Implications [View article]
    But what about total deliveries. Everyone knows that since last year the market has expanded beyond the US considerably. I'm not surprised there is a reported stagnation based on deliveries -- they are spreading deliveries out across multiple countries now.
    As for the end of quarter goals -- they have increased the capacity of the factory, which you haven't taken into consideration as to their capabilities in delivery. This may introduce a shortage in 2014Q1 but I'm not seeing that.
    Sep 16 11:32 AM | 4 Likes Like |Link to Comment
  • Tesla Motors cleared to sell directly to consumers in Massachusetts [View news story]
    Encouraging. Now, how about the rest of the states?
    I think the hardest will be... Michigan. Home of the Big Three
    Sep 15 04:07 PM | 2 Likes Like |Link to Comment
  • 5 Storms Headed Towards Tesla's Ship [View article]
    The article isn't talking about shutdowns to increase production. The article discusses the possibility of idling capacity. This can either be in a total shutdown or a reduction of throughput from 100% capacity.

    My experience in production would indicate that you don't always want 100% capacity because you have no room to catch up when there is an issue or non-scheduled shut-down and trying to catch up by running over the design capacity limit can often result in quality issues. Tesla has established that they are keeping focus on Quality and Customer Satisfaction so I wouldn't expect them to be that stupid.
    Sep 13 10:22 AM | Likes Like |Link to Comment
  • 5 Storms Headed Towards Tesla's Ship [View article]
    Can you provide information on China?
    I think it would be reasonable, based on the assumption that Norwegian incentives will be reducing their specific demand, to replace Norway with Europe in general. I know they launched into the UK this year and they have a very extensive SuperCharger network.
    I can only assume that their heavy expansion of SuperChargers must have some correlation to sales/demand and would be interested to see that continent represented as a whole.
    Sep 13 10:18 AM | 1 Like Like |Link to Comment
  • 5 Storms Headed Towards Tesla's Ship [View article]
    I think the most valid item is the factory capacity but I am absolutely stymied by the logic there. I know a number of people are holding off on a Model X purchase to know more about the vehicle. I suspect the behavior will be a small cluster of the early buyers who must have the Model X.
    Once the reports start coming in, people will pick up the demand on the Model X considerably. My anticipation is that this is a SUV, different market from a Sedan and once it shows it's true colors on the consumer market people will either jump on it or run away.
    I'm not sure that the Model S market has dried up. I haven't been tracking the numbers, but there's also an element of familiarity that is forming with this car. What was once left to the extreme outliers is becoming more familiar and approaching mainstream - for that demographic of vehicle owner.
    Sep 13 10:14 AM | 1 Like Like |Link to Comment
  • 5 Storms Headed Towards Tesla's Ship [View article]
    Michigan has blocked the dealers as well, but Chicago is pretty close and easy to get to so there's that to consider. If you are looking at buying a car of this specialization then you are probably willing to make a weekend trip to Chicago for a little vacation time and check out a car.
    I think the only practical application a dealership has for the buyer is the ability to drive out with a car that day, provided you are willing to accept whatever is on the lot that day. Some people are fine with that approach but I suspect that someone who is buying a more expensive car will be willing to be more selective about just what they buy.
    Sep 13 10:06 AM | Likes Like |Link to Comment
  • Elon Musk Suggests You Short Tesla [View article]
    Expanding a production line for cars is very difficult. Far from the heady days of Charlie Chan's "Modern Times".

    They can put in the new infrastructure for improved rate of production but they won't turn it onto 100% run rate for months. Doing so risks serious quality issues as the details are flushed out of the system.

    A fundamental difference here is that Tesla seems to be building out vehicles when they are ready, not to a calendar. I applaud this approach for two reasons: As a consumer, if given a choice, I would rather have it right than on time. As a producer, rework is so costly on resources, quality and throughput that it warrants starting out slowly and making sure everything is working as intended.
    Sep 8 07:59 AM | 3 Likes Like |Link to Comment
  • Elon Musk Suggests You Short Tesla [View article]
    I love you.
    You actually provide information and objective thoughts.
    Thank you.

    I am long. I'm thinking that the Model X will be the real test of the company. They have everyone's attention now... The Model X will confirm if the Model S was just a stroke of luck or the beginning of a repeatable process.
    Sep 8 07:53 AM | 5 Likes Like |Link to Comment
  • Elon Musk Suggests You Short Tesla [View article]
    Do you really own a Tesla or are you just being a jerk?

    First I heard of the paint, corrosion (it's aluminum... really?), rear suspension, loose bolts... I've been on the various blogs for months and there's really very little.

    The one that I bothered doing anything with was the vehicle fires. Turns out, that on a per vehicle basis, there are nearly 4 times more fires from gasoline vehicles than there are Teslas. Maybe you can argue that the Tesla Sample Size is statistically insignificant compared to the rest of the auto-industry but considering it's 100% of the population.. it's significant.

    Point being, every make and model of vehicle has issues. If you want to compare them I would suggest you spend some time on a BMW blog or a Porsche blog. I would also make sure you are dealing with vehicles and manufacturers that are in the same market. The Chevy Volt is not and it might not compare well on defects either.

    Perhaps you are just grouchy because you are posting before coffee. I do that too, but I'm trying to get at least one cup in before I let the world just what kind of character I am.
    Sep 8 07:49 AM | 16 Likes Like |Link to Comment
  • GM's New Electric Vehicle A Good Sign For Tesla's Growing Market [View article]
    You need to put this into perspective.
    You charge overnight, so most of the time there is never a wait.

    You charge when you are traveling. So every 3-4 hours you are subjected to a 30-40 minute rest period where you can get something to eat, coffee, or even take a walk in a mall. These SuperCharger stations are placed so you are not in the middle of a cornfield.

    If you travel once a month to someplace that requires one such stop you have a waiting period of 40 minutes a month. If you refuel your gasoline car weekly you are pretty close to 10 minutes each for a total of 40 minutes. Difference being, most of the charging time you can spend doing something else instead of standing at a fuel pump staring at the person next to you and wondering what they have in their trunk.
    Sep 4 09:44 AM | 5 Likes Like |Link to Comment
  • GM's New Electric Vehicle A Good Sign For Tesla's Growing Market [View article]
    I don't care for nationality. It's a farce.
    But I do support competition and the idea that "may the best man/product win". To claim that we have to support a company because it's American is blinding yourself to the most valuable element of the Free Market.
    USA is the land of the whiners. That's why we have such a huge welfare infrastructure and an oligarchy for government. The notion of a Republic or a Democracy is cute, but you won't find it here.
    But that's all politics.
    I hope Tesla does well, because it's a good idea. Don't care about the nation or origin.

    I'm waiting for the idiots in Detroit to start making up rules around use and parking of the Tesla like they did with the Japanese cars by hanging up signs that say, "American Made Parking Only". That should prove interesting.

    Chevrolet has already adopted a policy of Volt Parking only at their recharge stations - contrary to every other Dealer in the market. For that reason alone, I would steer clear of them. Remember the VHS/Beta wars?
    Sep 4 09:39 AM | 1 Like Like |Link to Comment
  • GM's New Electric Vehicle A Good Sign For Tesla's Growing Market [View article]
    There's always an example to support your point of view, Blackberry, AOL, Apple, Google... Take your pick.

    Your comment about the $35K model not being realistic -- you are trying to refute this via inflation ($42K) which is irrelevant for the purpose of this article. Having a BEV in the most common price range is the relevant point.

    Regarding the battery prices: There is the investment into battery production that is going on in addition to the newer technologies being developed. You seem to hang everything on the idea that it will take many years to develop anything new but many of these are already being worked on.

    Tesla is moving to compete in this $35K market with the Model 3.
    As for the Lithium battery being available in 2016 for a 300 mile Volt. I'm going to remain skeptical of GM to be able to introduce that into the market. I would fully expect a battery of this capacity to greatly increase the price of the car - pushing it out of it's intended market. That said, I don't believe GM will utilize that in the Volt. Perhaps they will make a different vehicle.

    The most exciting thing that I see with Tesla is that they are changing the industry more then they are trying to create a monopoly.
    As for competition - I believe that Tesla can out compete the Big Three easily. So while there is competition, I suspect it's more a sign of support for the BEV concept going forward in lieu of the alternatives: Fuel Cell, LNG, and others. Hybrids may remain, but they may become more specialized only as a very long range or very rural niche market.
    Sep 4 09:33 AM | 1 Like Like |Link to Comment
  • GM's New Electric Vehicle A Good Sign For Tesla's Growing Market [View article]
    Valid. But it certainly removes one limitation.
    Keep in mind that consumer vehicles don't refuel this fast with gasoline or diesel either, but we are now able to rethink the charging rates based on the available infrastructure.
    Sep 4 09:21 AM | 1 Like Like |Link to Comment
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