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  • Increasing Hum Poses Problems For Tesla  [View article]
    34,000 miles. No hum.
    May 19, 2014. 12:15 PM | 1 Like Like |Link to Comment
  • Morgan Stanley's Tesla Thesis Is As Flawed As They Come  [View article]
    You didn't bother reading the part of my post where I mentioned sensors, I guess. Your statement that building connected cars is "damn easy" is irrelevant. The point is that nobody else has, and that Tesla has the head start in that. The car is built in silicon valley, and uses a modular technology that nobody else uses.
    Feb 27, 2014. 02:27 PM | Likes Like |Link to Comment
  • Morgan Stanley's Tesla Thesis Is As Flawed As They Come  [View article]
    Tesla is *not* at absolute zero. The difference between Tesla and BMW and Volvo is that they have built a modular *platform*, to which hardware and software can be added with little to no effort. Software is upgradable without the need for any human intervention. Hardware is upgradable easily due to the modular design of the platform. They could be working on autonomous cars right now, just by doing software development. When they are done in 1-2 years, they simply have to snap some cameras and sensors into the car and they are done; well ahead of everyone else (except maybe Google).
    Feb 26, 2014. 05:16 PM | 1 Like Like |Link to Comment
  • Morgan Stanley's Tesla Thesis Is As Flawed As They Come  [View article]
    Tesla is *not* at absolute zero. The difference between Tesla and Volvo and BMW when it comes to features and technology is that Tesla has built a modular, expandable *platform*. It is software upgradable (without the need for human intervention) and easily hardware upgradable by adding/removing modules. The battery management technology is proprietary, as is their linkage to the electric drivetrain. Their R&D could be working on autonomous driving right now, as the only development required is software, not hardware. It's a "vision technology" project. If they were to finish the software in 1-2 years, all they would need to do is snap on cameras and some sensors to the car, and they would be ahead of everyone else (except maybe Google). The car/software interface is already way ahead of everyone ese.
    Feb 26, 2014. 05:12 PM | 1 Like Like |Link to Comment
  • Chevrolet Volt's Failure Foreshadows Tesla's Fate  [View article]
    Compare a Volt to a Prius. That's the market segment. They are both hybrids. Looks-wise, it also compares to the Prius---butt ugly. If the Tesla affordable car ever exists it will be pretty and sporty. It will be extremely quick and smooth (no transmission). It will compete with the BMW 3-series.

    Newsflash: Many Tesla buyers are like me and don't care one bit about carbon output. We like quick, pretty, smooth cars and don't like going to gas stations. I know plenty of people with Volts and they are at gas stations quite a bit.

    I do have doubts that the Tesla affordable car will exist in this decade, but that's because of battery supply and technology issues.
    Dec 9, 2013. 04:57 PM | 8 Likes Like |Link to Comment
  • No Significant Upside In Tesla Motors  [View article]
    I own a Tesla, and I am not eco-friendly. I don't even believe in humans as a cause for global warming. If the Model S didn't exist, I would have spent the same amount of money on a single ICE car.
    Aug 13, 2013. 09:10 AM | Likes Like |Link to Comment
  • GM Just Curbed Tesla  [View article]
    You are committing a logical fallacy by concluding that the price is falling due to GM, or even Barron's.
    Jun 11, 2013. 04:14 PM | 7 Likes Like |Link to Comment
  • GM Just Curbed Tesla  [View article]
    The $40k Tesla is vaporware at the moment, and a lot of things can change between now and 2016 when it will hit its first delay. But in any case, I have no doubt (and Musk has said) that it will be a beautiful car, and not an econobox like the Volt. It will more likely compete with the Lexus IS or whatever the equivalent will be of that time.
    Jun 11, 2013. 03:38 PM | 7 Likes Like |Link to Comment
  • GM Just Curbed Tesla  [View article]
    "GM just curbed Tesla?" Funny title, but I don't see it. Tesla's Model S needs to be compared to the two types of cars for its two targets: other electric cars, like the Leaf or the Spark. Not cars with combustion engines like the Volt. You can also compare it to other cars in its price range and target market, like the Porche Panamara.

    Saying GM curbed Tesla with the Volt is like saying GM curbed the Porche Panamara with the Chevy Citation. One doesn't impact the other. Porche is not worried about GM. It's a totally different target, and those who would buy the Porche will not be buying a Chevy. Similarly, those who would be buying a Model S will not otherwise be buying a Volt (and certainly don't care about a 50% discount).

    If I didn't buy my Model S, I would have likely bought another Lexus LS.
    Jun 11, 2013. 03:34 PM | 13 Likes Like |Link to Comment
  • Tesla: The Good, The Realistic And The Ugly Outlook  [View article]
    What government subsidies are you talking about? Is it the loan that is being paid back with interest ahead of schedule, or is it the Federal tax credit that buyers get? I'll assume the tax credit, since it's the only reasonable thing to talk about. If this is a "toy for rich people", the tax credit doesn't make a difference. Maybe 1% of the rich people who buy it would choose a different car if it was $7,500 more. They've already raised the price $2,500 and it didn't hurt. The backlog is going down because they are producing 500 cars per week; 100 more than what they need to meet their stated goal of 20,000 per year.
    May 4, 2013. 01:53 AM | 1 Like Like |Link to Comment
  • Has Tesla Solved The Road Trip Problem?  [View article]
    FYI, your speed vs range chart with HVAC matches what I get on my S85, up to 80 (have not tested above 80) with HVAC in warm climate and flat roads. I *have* tested at slower speeds, and you can extrapolate to the left (someone else did over 400 miles @ 25mph).
    Jan 21, 2013. 08:26 AM | 2 Likes Like |Link to Comment
  • The burning question over how many Model S vehicles Tesla Motors (TSLA +0.5%) manufactured in 2012 might be answered if a parsing of the VIN numbers issued by the automaker can be trusted. According to anecdotal reports, the highest VIN number issued so far is #3383 - just above Tesla's latest guidance calling for 2,700 to 3,225 units.  [View news story]
    With the exception of Canadian cars (2000-2xxx) and around 50 cars in the 12xx range, actually they *are* manufactured in VIN sequence (learned from the very message board you referenced). The result is that the difference between the last VIN and the number of cars produced is not material, when compared to 2700.
    Jan 10, 2013. 04:36 PM | Likes Like |Link to Comment
  • Is Tesla A Buy, A Short Or A Stay-Away?  [View article]
    Interesting article, as a whole. The one I don't find interesting is "EV is green/not green". What does that have to do with investment? Either the company will grow or not. I certainly didn't buy mine because it is green. I would still have bought it if it spewed noxious fumes causing people to vomit in its wake.
    Jan 7, 2013. 04:50 PM | 2 Likes Like |Link to Comment
  • My Tesla Pushback  [View article]
    I also think it's a good speculative play, but I don't think you should wait until next year. It's becoming obvious that TSLA will exceed its last projections for Q4, as far as sales go. They have already built more than 3,000 cars (projections were 2,500-3,000). Production numbers in excess of 3,000 have been given to customers whose cars are being completed this week. Although the earnings call isn't until mid-February, this information is coming out now, and the enthusiasts already know about it. It is a matter of days before the street figures it out.
    Dec 24, 2012. 10:03 AM | 5 Likes Like |Link to Comment