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  • Tesla's Strategic Advantage [View article]
    Love TSLA threads. So much speculation.

    This one in particular has a lot of replies that are just all over the map.

    Has anyone considered that the ICE Manufacturers are possibly pushing a lot of FUD about their battery futures? GM, with their EV1, had this market sown up decades ago but went through a very long and deliberate process of killing the EV1 program and also many of the BEV technologies at the time. There was a lot of effort put forth to make BEV appear impractical as possible.

    I'm skeptical that anyone will seriously be competing with the BEV market (eg: TSLA) until after the tipping point. Even today, they are working hard to limit where TSLA can sell their vehicles in the name of ... I don't know what.
    Dec 6, 2014. 04:00 PM | 7 Likes Like |Link to Comment
  • Tesla's (Future) Competition Flexes Its Muscle At The LA Auto Show [View article]
    Fuel Cells have a lot of issues around their ability to deliver power on-demand and will likely be subsidized by batteries as part of the design to get the "off the line".
    Making them still a variant of the hybrid. What is important, in my opinion, about the Tesla design is that there is one one motive force, not two - so it's got a much lower level of complexity than the hybrids or ICE. This is significant in the TCO.
    Nov 26, 2014. 09:16 AM | 1 Like Like |Link to Comment
  • 3D printing industry hampered by regulatory concerns [View news story]
    Is there an example where regulators didn't hamper growth or resulted in this extreme growth? I'm not convinced but I'm listening.
    Nov 23, 2014. 01:08 PM | Likes Like |Link to Comment
  • Actual Tesla Sales Data Shows Ward's Auto Estimates Unreliable [View article]
    China has resellers by nature. It's part of their culture so I wouldn't give it any consideration.
    Oct 29, 2014. 09:48 AM | 2 Likes Like |Link to Comment
  • Actual Tesla Sales Data Shows Ward's Auto Estimates Unreliable [View article]
    I suppose the conspiracy theorists will consider the possibility that Wards is reporting with a bias for the rest of their clients. This would be consistent with the recent activity in Michigan.

    I think it will be very important to watch everything except Tesla Motors. They will do great on their own, but I expect the Big Three and their associates (Dealers) to do everything in their power to kill the EV.

    GM did this once, they aren't past trying to do it again.

    There's a huge business is the Internal Combustion Engine beyond just vehicle sales. There's all the maintenance labor and material in addition to the very expensive fuel. For comparison purposes: I can drive a Tesla Model S for approx. $.04/mile but a Diesel VW Golf is $.089/mile. A typical vehicle is $3/gal and 30mpg making it $.10/mile.

    Tesla has demonstrated that the EV is a viable product. This was actually established with the EV-1 but crushed by GM and other parties. But now that the "cat it out of the bag" in the eyes of the consumer the game of defeating Tesla via regulation and FUD is at play.

    Disclosure: I own a Tesla Model S and a VW Golf. My fuel bill for the Tesla is ~$40, replacing a ~$100 fuel bill for the VW. I also own TSLA stock.
    Oct 29, 2014. 09:25 AM | 17 Likes Like |Link to Comment
  • Tesla's Highly Scalable Model [View article]
    If you check into your history, you will find the German and Japan, after being nearly obliterated circa 1945 were able to rebuild their factories using the more modern technologies.
    One of the more interesting stories is around the steel industry. The US had Depression Era equipment while the Japanese used much more modern processes. This gave Japan a clear competitive edge over the US.
    Where this becomes relevant is that the US was unable to retrofit and optimize their industry because of the excessive costs involved. It took many years to introduce newer technologies on such large scale replacements. Meanwhile, the US was able to survive on a niche market of specialty metals and metal technology.

    If this can be applied to the Automotive Industry the implication is that there is a limited amount of retrofit that is possible with the existing plants and facilities. This may change if GM can convince the Government to hand them a trillion dollars to save American jobs at the threat of the competition (located in California and not overseas).

    GM had the advantage with the EV-1 but they deliberately recalled and destroyed the entire fleet of vehicles years ago with no disclosure as to why. Many can speculate but it seems that there is, or was, a strong interest in preventing the electric car from making any progress in this country.

    As far as I'm concerned, they had their chance and they blew it. If the fail to the faster moving companies, whoever they may be, then I welcome the evolutionary forces of the Free Market with open arms.
    Oct 28, 2014. 03:53 PM | 2 Likes Like |Link to Comment
  • Tesla Motors loses battle in Michigan [View news story]
    They don't have any significant manufacturing in Michigan but yeah, I like your point.
    Oct 21, 2014. 03:20 PM | Likes Like |Link to Comment
  • Tesla Motors loses battle in Michigan [View news story]
    They are...
    Oct 21, 2014. 03:19 PM | Likes Like |Link to Comment
  • Tesla Motors calls out Michigan politicians [View news story]
    Tesla wouldn't attempt it.
    Michigan is too corrupted by the Big Three.
    They have had battery companies open up in this state only to have them destroyed by the Big Three in effort to keep the EV penned up.
    Oct 20, 2014. 10:05 AM | Likes Like |Link to Comment
  • Tesla Motors calls out Michigan politicians [View news story]
    I don't believe it hamstrings Tesla on behalf of Cadillac.
    Apples are not hamstrung by Oranges.
    Oct 20, 2014. 10:01 AM | Likes Like |Link to Comment
  • Tesla Motors calls out Michigan politicians [View news story]
    As a recent owner of a Tesla Model S in the state of Michigan I would like to thank Chicago for an entertaining weekend and a nice drive home.

    If you want a Tesla, you will find a way of getting one.

    A little drive home in an amazing new car was the least of my worries.
    Oct 20, 2014. 09:59 AM | 1 Like Like |Link to Comment
  • Tesla Motors calls out Michigan politicians [View news story]
    I wouldn't worry about it that much. I picked up my Tesla from Chicago and drove it home to the Motor City.
    It was a nice weekend get away and ended nicely with a shiny new car.

    Michigan is being stupid because they are losing the opportunity to harvest sales tax off that deal. Instead of going to the Michigan idiots, it went to the Illinois idiots. Considering how lame Michigan is being about this I am fine with not giving them the 6% sales tax.
    Oct 20, 2014. 09:56 AM | 1 Like Like |Link to Comment
  • Tesla Motors calls out Michigan politicians [View news story]
    Laws need to be questioned when they inhibit progress or alternatives, especially in business. It's well established that we have a huge influence of corporations manipulating the laws of government. I will trust that it isn't necessary to discuss that.
    It is a roadblock to competition when you attempt to create a law which dictates the How of selling a product to a consumer. Tesla sells vehicles online, even in the showroom you are simply online. We purchase many things online without interference.
    Based on the arguments of the Dealers, it should also be illegal to purchase anything (electronics, food, music, clothes...) online or certainly not able to purchase anything which is shipped to your house instead of a local brick & mortar store.
    Applying this model to other products - does it still make sense to block direct sales?
    Oct 20, 2014. 09:53 AM | 1 Like Like |Link to Comment
  • Tesla Motors calls out Michigan politicians [View news story]
    Perhaps, but it's not the same inventory idea as is typical -- build a bajillion cars and try to sell them. That is the source of the inventory that I am referring to. The inventory that sits idle across acres of parking lots all over the country.

    When you consider the number of people who walk away from a vehicle that's already started building -- it's going to be a precious small number but yes, you could call that inventory as well. It's just not a large number or by intention.
    Oct 20, 2014. 09:47 AM | 1 Like Like |Link to Comment
  • Tesla Motors calls out Michigan politicians [View news story]
    An inventory model could be a demo or a cancelled order.
    There's also the few cars that have been provided to media outlets: auto reviews and even television shows.

    But they do not have an inventory style of business model.
    Oct 20, 2014. 09:43 AM | 1 Like Like |Link to Comment
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