Discussion in 'Cactus Cafe' started by Dionysus, Jan 22, 2020.

  1. Dionysus

    Dionysus Cocky + Relaxed Admin

    Chinese EV competitors are coming along but buyers still prefer Tesla. China should be a huge market for Tesla, especially with the Model Y going into production there.

    Why Elon Musk has little to fear from China’s growing list of Tesla rivals

    Analysts say the market is yet to see a real Chinese-made electric car model that can stem the early dominance Tesla, whose Model 3 outsells its nearest competitor by three to one.

    “Competition is getting heated, but Tesla enjoys an overwhelming advantage,” said Chen Jinzhu, chief executive of Shanghai Mingliang Auto Service, which sells car insurance and deals in second-hand vehicles. “The grim reality is that Chinese drivers would choose Tesla now as the cars are priced attractively.”

    Speaking of China, they have installed the Model Y stamping machine in the Shanghai factory that will take the rear underbody production from seventy parts to one. This will reduce capex on assembly robotics and also lower production time. The “Gigapress” is the world’s largest aluminum die-casting machine.


  2. Sangre Naranjada

    Sangre Naranjada Winebibber

    So if you have a little rear-end fender bender, you have to replace one massively expensive module rather than some less expensive sub-components.
  3. nashhorn

    nashhorn 2,500+ Posts

    Ha, bring back the bondo repair.
    • Agree Agree x 1
  4. Joe Fan

    Joe Fan 10,000+ Posts

  5. Run Pincher

    Run Pincher 1,000+ Posts

  6. nashhorn

    nashhorn 2,500+ Posts

    Oh crap, another stock I’ll have to drop.
  7. WillUSAF

    WillUSAF 500+ Posts

    I'm keeping mine :smokin:
    • Agree Agree x 1
  8. Dionysus

    Dionysus Cocky + Relaxed Admin

    Given Q3’s impressive performance, they are on track to hit the 500,000 vehicle production goal for 2020. If they fall short I don’t think it will be by much. The Berlin and Austin Gigafactory construction is coming along quickly so 2021 production should be ~750k, maybe better. Shanghai is currently shipping some vehicles to EU until Berlin ramps production next year.

    A limited release of the FSD software (Full Self Driving) was rolled out this week to a small number of owners for testing. It’s not perfect but this latest rewrite of the system is a major step forward.
  9. Dionysus

    Dionysus Cocky + Relaxed Admin

    Like every other automaker, GM knows where the industry is going.

    Cars are becoming computers on wheels.

    “As we evolve and grow our software expertise and services, it’s important that we continue to recruit and add diverse talent,” GM President Mark Reuss said in a release. “This will clearly show that we’re committed to further developing the software we need to lead in EVs, enhance the customer experience and become a software expertise-driven workforce.”

  10. Horn6721

    Horn6721 Half of seeming clever is keeping your mouth shut.

    Tesla Crash Rains Flaming Batteries into Nearby Homes (breitbart.com)
    The Tesla was badly damaged after hitting a power pole, shearing it off at the base, as well as knocking over two trees and a telephone junction box. Police added that hundreds of small flaming batteries that power the Tesla were spread all across the area due to the crash.

    Batteries entered two different homes in the area by breaking through windows with one landing on a person’s lap and another landing on a bed setting fire to it. A tire that flew from the vehicle also struck a second-story siding of a nearby apartment complex, the force ruptured the water pipes within the wall which destroyed a bathroom and flooded the downstairs portion of the building.

    The Tesla has hundreds of batteries?? Are they all AAA?
  11. Dionysus

    Dionysus Cocky + Relaxed Admin

    Current batteries (the 2170 model) are not much bigger than that. I think there are about 4,000 of them in Model 3 and Model Y vehicles, bound up in a pack under the car.


    In September Tesla announced their new longer-range battery tech, the 4680 model. These are larger so there will be around 960 of them to fill the same space. New manufacturing with the 4680s will make the battery pack part of the vehicle structure, much more rigid than the 2170 packs, and with about 16% improved range.

  12. Horn6721

    Horn6721 Half of seeming clever is keeping your mouth shut.

    I had no idea there were so many batteries
  13. Dionysus

    Dionysus Cocky + Relaxed Admin

    GM offering Cadillac dealers $500K to get out. As GM ramps up efforts to convert Cadillac to an all-electric brand by 2030, it is offering dealers who don’t want to invest the $200K-$300K for new charging equipment and other technology to unplug.

    Automakers who don’t bring a competitive EV to market over the next decade are in big trouble.

    Article is here but you need a login to view it:

    EV-wary dealers offered upward of $500,000 to drop Cadillac

  14. Dionysus

    Dionysus Cocky + Relaxed Admin

    GM CEO Mary Barra: “We are transitioning to an all-electric portfolio.”

    Good move. It won’t be easy.


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