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teddyg101

teddyg101
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  • Model S sales level off [View news story]
    Oh really? I advertise my business and certainly don't spend $100 million.
    Point is Tesla could easily be advertising in many areas if it felt it needed to.
    The fact that they still don't advertise AT ALL should be a big warning to the bears on TSLA.
    Apr 13 10:44 PM | 1 Like Like |Link to Comment
  • Model S sales level off [View news story]
    Sorry David. Bottom line is that Tesla would start advertising in their most effective channels right now if they saw a worrying reduction in reservations.
    No duh they wouldn't spend a billion on ads right away. To each his own. Tesla is about 1/3 the size of Porsche right now...so I imagine their ad spend might be 1/3 that of Porsche if they thought ads were necessary.
    They don't..so there are no ads.
    Period.

    oh wait sorry there are some Tesla ads out there:

    http://bit.ly/12EXWQJ

    http://bit.ly/R1quBw

    http://bit.ly/R1quRL

    http://bit.ly/Q10ntg

    Except these have been made by Tesla owners/fans

    How many other cars out there have their fans actively trying to sell them on behalf of the company???
    How many?
    Apr 8 05:36 PM | 1 Like Like |Link to Comment
  • Model S sales level off [View news story]
    When I start seeing Tesla advertising on TV and magazines I might then worry that their might be a slight demand issue. Until then...no way.
    Tesla can see exactly how reservations are going and the pace they are growing/declining.
    If they were worried at all they would start an advertising campaign right away. I mean its not like they don't have a lot to crow about:

    1. Safest vehicle ever produced
    2. Best acceleration $ for $ (beats more expensive BMW M5 0-100mph)
    3. Most cargo space in its class
    4. Free fuel (supercharging network)
    5. 1/6th the cost to operate and maintain over similar performing vehicles.
    6. Reduces a nations reliance on foreign oil in exchange for domestic electricity and domestic jobs.
    7. Can be powered by 100% renewable energy.
    8. By buying a Model S/X you are funding development of a mass market vehicle (can Porsche or Ferrari say this?)

    I could go on but I think that would be a pretty long ad already. Don't want to blow too many minds out there.
    Apr 8 04:21 PM | 9 Likes Like |Link to Comment
  • Model S sales level off [View news story]
    There are boatloads of cars on their way to China right now. Also Tesla may be trying to figure out how to incorporate RHD vehicle production for UK, Japan, Australia, etc into their one production line without slowing everything down.
    I imagine they must be experimenting with this now if they are to meet deadlines promised for the RHD markets (we were promised delivery by early 2H 2014).
    Apr 8 04:16 PM | Likes Like |Link to Comment
  • Is Tesla's Gigafactory Becoming A Gigafarce? [View article]
    Lordrahmablah...only problem I have with the author is that he has promoted his story as facts against Tesla for many years now. He has been spectacularly wrong EVERY time.
    If Musk is providing only stories well he has done a remarkable job of turning his dreams into reality.
    He has a much better track record than Petersen anyway.
    Apr 8 09:27 AM | 6 Likes Like |Link to Comment
  • Is Tesla's Gigafactory Becoming A Gigafarce? [View article]
    Please. When VW bought Porsche not long ago the CEO of VW said that he valued Porsche at $20 billion.
    Granted Porsche will build 3x more vehicles than Tesla this year.
    However Porsche isn't planning on increasing its production by 10 times over the next five years either.
    Considering that technology advances favour the EV going forward, not the ICE, I would say Porsche is the overvalued stock in the long run if they don't switch to electric drive in the next few years.
    Apr 8 09:20 AM | 2 Likes Like |Link to Comment
  • Is Tesla's Gigafactory Becoming A Gigafarce? [View article]
    Hi Bart.
    There just might be a few ppl smarter than you working on this one.
    "Extremely challenging" just might be Elon's middle name.
    Of all he has done this Giga factory seems the easiest actually.
    He has the credibility now that he didn't have when starting SpaceX or Tesla. He has proved the naysayers wrong at every turn. The market seems willing to provide him with all the capital he needs to plow forward.
    And he will...despite John's fourth year of non stop criticism of a man trying to do nothing more than make everyone's lives better on this planet.
    Apr 8 09:09 AM | 5 Likes Like |Link to Comment
  • Is Tesla's Gigafactory Becoming A Gigafarce? [View article]
    It is funny that for years John has railed on and on about how no revolutionary battery tech will ever come but now when it suits him he can say that lithium air is just around the corner so he can tell the DOE to stop investing in lithium ion.
    Great so we just sit around doing nothing and pray for a miracle do we John?
    Tesla doesn't need radically better batteries to get the job done for Gen III with the supercharging network fully built out by then.
    They need slightly better than the standard developments that have occurred over time with lithium ion. They will do this by bringing everything in house.
    Let others sit on their hands and pray for miracles in the battery world.
    Musk makes his own miracles by pushing forward whilst others stand still.
    Apr 8 08:51 AM | 11 Likes Like |Link to Comment
  • Is Tesla's Gigafactory Becoming A Gigafarce? [View article]
    No I think 250 miles of range is about right to virtually eliminate any daily range anxiety but still allow a decent amount of long distance driving between supercharging stops.
    I think this will become the standard for most but people may be able to add additional range/ battery as an option if they are very frequent long distance drivers.
    It also comes down to human nature. I think most people want to stop and stretch their legs, use the bathroom, grab a bite/drink, after 3-4 hours of driving. This provides the ideal 20 mins for supercharging. Easy.
    Apr 8 08:43 AM | 3 Likes Like |Link to Comment
  • Is Tesla's Gigafactory Becoming A Gigafarce? [View article]
    If Tesla decides to go for the Giga factory it will overnight announce itself as the biggest battery maker in the world.
    This will attract (as Tesla and SpaceX already do) the worlds best and brightest engineers and scientists to get the job done.
    Panasonic and Samsung's top battery wizards may jump ship just as some of the best at Lockheed Martin and NASA did when Musk started SpaceX.
    There are lots of people out there who want to dream big and follow a guy that isn't afraid to do so.
    Musk is building an army of people who want to see his goals achieved because it will advance all mankind for the better.
    As John said building batteries from scratch isn't rocket science...and Musk does rocket science pretty well.
    Apr 8 08:20 AM | 19 Likes Like |Link to Comment
  • Is Tesla's Gigafactory Becoming A Gigafarce? [View article]
    Right but you don't know if that 600 mile Toyota is $5000 more or $15,000 more.
    Regardless most in the battery biz believe solid state batteries are at least a decade away at best, probably two decades in reality...critical hurdles have yet to be jumped and who knows if they ever will be. As John often says this is a chemistry game which takes much longer to play out than faster computer chips.

    Also a 600 mile range is simply impractical and shows you know nothing about EV's. How often do you drive 600 miles in one sitting LT?
    I mean without eating, using the bathroom, etc? This would be about 10 hrs of non stop driving.

    If batteries are to advance so rapidly as you suggest surely charging times will too. Tesla already believes they can get super charging times down to just 5-10 mins.
    If that is possible then ramming a heavy 600 mile range battery into an EV is just as silly as putting a massively oversized gas tank in an ICE vehicle.
    At some point efficiency is severely compromised for every additional kg of battery/gasoline whilst no real utility is gained.
    Remember the average person drives less than 50 miles per day. Why would you lug around 600 miles of battery 24-7, making the car horribly inefficient and slow ALL the time, just in case you might do a non stop 600 mile journey once in your life. Chances are most people never will and that's why they won't pay much more for a 600 mile range EV over a 300 mile range one...its impractical with no real gain in utility except maybe for the most frequent long distance driver. Maybe 5% of the population at most.

    Practical people who understand reality will buy EV's...more and more wake up everyday to a better way to drive...they are NEVER going back...and they are telling their friends.
    Sorry guys.
    Apr 8 07:56 AM | 16 Likes Like |Link to Comment
  • Is Tesla's Gigafactory Becoming A Gigafarce? [View article]
    That's nice logical. But it doesn't mean that Tesla couldn't still use lithium ion for its lower cost models (Gen III) and slowly build solid state gigafactories for its premium vehicles.
    This is what Musk is attempting to do. New tech goes into the high end. As that tech evolves and gets cheaper it trickles down to the low end.
    The amount of battery needed for electric cars, bikes, boats, portable electronics, grid storage, etc, etc is going to be gargantuan by the end of the decade. Tesla will have no problem selling every cell, mark my words.
    It comes down to cost really.
    Solid state batteries might be able to store more energy per kg but will they be cheaper on a $ per kWh basis?
    As John will happily tell you new battery tech is seldom cheaper than older battery tech.
    Regardless each chemistry will have its application and I feel the appetite will be so large that nobody should fear building a state of the art Giga battery factory today.
    Apr 8 07:16 AM | 11 Likes Like |Link to Comment
  • Tesla And Texas: A Solid Plan For The Gigafactory [View article]
    Source is here MarketLost:

    http://bit.ly/14e3VNZ

    Go Habs!
    Apr 5 12:55 AM | Likes Like |Link to Comment
  • Tesla And Texas: A Solid Plan For The Gigafactory [View article]
    Sounds pretty good GordonR but I believe most of the shipping will be done by rail not trucks. Could be wrong though.
    Apr 5 12:50 AM | Likes Like |Link to Comment
  • Tesla And Texas: A Solid Plan For The Gigafactory [View article]
    No deal has been announced as of yet.
    However most in the know seem to believe its going to be Nevada (somewhere near Reno).
    The other states in the running will have to offer up a pretty sweet deal to beat out Nevada at this point. But who knows if somebody wants the jobs bad enough.
    Apr 5 12:45 AM | Likes Like |Link to Comment
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