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  • Is Tesla Getting Cheap, Or Are Big Investors Losing Confidence?  [View article]
    "Musk doesn't seem to be keeping to this part of the plan. The S is not half the price of the roadster, and the X is even more expensive, not less expensive than the S."

    The Roadster ended up costing $110K and up, and the Model S was initially offered at $55K for the 40kWh car. The X was never supposed to be cheaper than the S, it was just a variant of the S platform. The Model 3 will have a starting price of around $35K, so in fact Musk is keeping to the plan quite well.
    Feb 6, 2016. 11:25 AM | 2 Likes Like |Link to Comment
  • Beware Tesla's Model 3 Mess  [View article]
    Show me your evidence that the NCA cells Tesla is using doesn't cut it for stationary storage. Just because there may be better choices does not equate to NCA cycle life being inadequate. Where weight and volume are not a concern cheaper cells are probably more appropriate, having nothing to do with cycle life.
    Feb 6, 2016. 11:17 AM | Likes Like |Link to Comment
  • FTC event features Tesla Motors, Elio Motors, and Uber  [View news story]
    You aren't even making any sense, the laws exist to protect car dealers, not car manufacturers. Why should dealers get special protection? Why can I buy a phone, tablet, laptop, etc. directly from Apple but I can't buy a car directly from Tesla?
    Feb 6, 2016. 11:07 AM | 1 Like Like |Link to Comment
  • Is Tesla Getting Cheap, Or Are Big Investors Losing Confidence?  [View article]
    "After increasing the position size more than 10x in the mid-to-high $200s, my fund's current basis in TSLA is approximately $251."

    Well then congratulations are in order, finally. I don't expect that to last of course.
    Feb 6, 2016. 10:21 AM | 2 Likes Like |Link to Comment
  • Is Tesla Getting Cheap, Or Are Big Investors Losing Confidence?  [View article]
    Two new battery sizes and the addition of AWD and autopilot features are more than a "model refresh" and already happened. That said I am expecting an X type front end update within the next two years.
    Feb 5, 2016. 11:02 PM | 3 Likes Like |Link to Comment
  • FTC event features Tesla Motors, Elio Motors, and Uber  [View news story]
    Another dinosaur clinging to the past. Figures fiwiki would link that.
    Feb 5, 2016. 10:34 PM | 1 Like Like |Link to Comment
  • FTC event features Tesla Motors, Elio Motors, and Uber  [View news story]
    "JRP3... You can call up a custom car builder and they will build anything you want, too."

    Thanks for supporting my point. Why do car dealers need special protection when I can buy direct from custom car builders? Why should I not be able to buy directly from Tesla if I can buy direct from a custom builder? I think it's quite obvious who is talking out of what.
    Feb 5, 2016. 10:32 PM | 1 Like Like |Link to Comment
  • Beware Tesla's Model 3 Mess  [View article]
    "Had Straubel wished to indicate a wide degree of uncertainty in how they could push the cycle life of NCA, he could have done so in his interminable video."

    I'm not sure what issue you think there is with NCA cycle life but ongoing tests by independent individuals taking apart actual packs from Tesla vehicles and highly cycled under various conditions have shown very good capacity retention and cycle life. I think the NCA chemistry is far more robust than you believe.
    Feb 5, 2016. 10:27 PM | Likes Like |Link to Comment
  • Is Tesla Getting Cheap, Or Are Big Investors Losing Confidence?  [View article]
    Broken clock and all that. I think LT is still underwater with TSLA
    Feb 5, 2016. 10:03 PM | 4 Likes Like |Link to Comment
  • Beware Tesla's Model 3 Mess  [View article]
    "Yep, typically you prefer your own SWAG instead using the expertise of someone who is clearly in the industry."

    When it comes to what happens inside a cell I always defer to his expertise. That does not mean he is infallible when it comes to other aspects of EV pack construction and cost. For example GM/LG Chem pricing seems to be below what he was claiming was possible in the near term. Obviously Tesla disagrees with him on the potential for cost savings with a larger cell size, and they are also clearly in the industry, and their fate depends on being correct.
    Feb 3, 2016. 11:30 PM | 1 Like Like |Link to Comment
  • Beware Tesla's Model 3 Mess  [View article]
    Davewmart,

    Regarding MRTTF's comments:

    "High speed manufacturing equipment is typically made for one particular size. Tooling is not easily changed over, if even possible, to a different size. However, if possible, the cell sizes must be very close (18650 to 20700 would qualify), but the cost could be significant to ensure that level of flexibility while keeping the line speed. For the electrodes, it is a matter of sizing them right, which isn't a big deal."

    Panasonic won't be "changing" anything, it's going to be a new manufacturing line with new machines, obviously designed from scratch for the 20720 or whatever size.

    "Going to a new cell size should require a pack redesign, although it wouldn't be as extensive as going from cylindrical to prismatic. I would argue that a lot of test data, particularly safety goes out the window and the cell (and maybe the pack) would need to be certified to UN and UL standards. This certification is also typically undertaken if cell chemistry changes.'"

    I think he's likely wrong on this since Tesla had a chemistry change with the new more energy dense 70 and 90kWh packs and there was no evidence of re-certification. The slight change in exterior dimensions for the new cell size will only require minor adjustments to structural pack design, and, importantly, the fewer connections needed with the larger cells means that pack construction costs will drop.
    Of course the new cells will be going into a new vehicle which as a whole will be crash tested.
    I also expect that since Tesla will be doing a huge volume of cells they will quickly reach economies of scale even with their "custom" cell size.

    "So swapping around is an expensive old game."

    Your typically bearish conclusion is not supported by the facts.
    Feb 1, 2016. 09:40 AM | Likes Like |Link to Comment
  • Beware Tesla's Model 3 Mess  [View article]
    Tesla has already said that's not going to happen.
    Jan 29, 2016. 09:51 AM | 1 Like Like |Link to Comment
  • FTC event features Tesla Motors, Elio Motors, and Uber  [View news story]
    Even fiwiki's fellow Tesla haters can't support him on this one. Telling.
    Jan 28, 2016. 10:34 AM | 2 Likes Like |Link to Comment
  • FTC event features Tesla Motors, Elio Motors, and Uber  [View news story]
    And you can bet we will until it's declared such, because it obviously is unconstitutional, and you know it, but you're such a hypocrite intent in protecting your special interest you don't have the integrity to admit it.
    Jan 28, 2016. 10:32 AM | 1 Like Like |Link to Comment
  • FTC event features Tesla Motors, Elio Motors, and Uber  [View news story]
    "What special treatment? It's a distribution model that works."

    If the distribution model works so well then why does it need legal protection to support it? I don't want to have to deal with the middle man dealer, and I will not shut up! Dealer protectionism is unconstitutional and is going to be ruled as such, which is why you are so shrill and desperate, you can sense the end is near. Typical fake "conservative" looking to protect his own self interest.
    Jan 27, 2016. 10:55 AM | 3 Likes Like |Link to Comment
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