11554 replies to this topic

[Tom Braybrook]

They share the same tech as Kia and both brands have come an enormous way in the past 25 years. The Ioniq and Kia counterpart will be the first major brand (aside from Tesla) to release a ground up electric design. They will be a significant threat to Tesla's model 3 and Y autos.

VW MEB platform

 

Whether it’s a city car, SUV, or spacious seven-seater, the Modular Electric Drive matrix – known as the MEB platform – is intended to underpin every future Volkswagen EV.

This newly developed vehicle platform, designed specifically for EVs, makes the most out of the possibilities offered by the technology.

 

https://www.vw.ca/en...b-platform.html

[Victoria Watcher]

Whatevs

[SimonH]

Whatevs

😁🙌👏

[Mike K.]

Holy christ. Last night at around 11PM a neighbour pulls up to his house with a trailer, and needs 30 minutes to back it up onto the driveway. He was driving an EV and it made an atrocious noise in reverse (like a jet hum coupled with a grinding noise) which in the dead of night engulfed the neighbourhood. Can't you turn that thing off?

[sebberry]

https://www.autoweek...-traffic-light/

 

Tesla FSD Mistakes Moon for Yellow Traffic Light

Clearly, traffic light identification has a long way to go in all semi-autonomous systems, not just Tesla's.

[Victoria Watcher]

https://www.carkeys....ng-cars-in-june

Tesla Model 3 was the #1 selling car in the UK in June.

Tesla has 1.1 million deposits on the CyberTruck now.

Last week:

In the second quarter of 2021, we broke new and notable records. We produced and delivered over 200,000 vehicles, achieved an operating margin of 11.0% and exceeded $1B of GAAP net income for the first time in our history.




I’ve been watching lots of Tesla videos lately. It’s really something they are pulling off. It’s 5D chess and it’s brilliant. I think in 3-5 years they will be incredibly dominant.

They are ramping up ridiculously with gigafactories set to open soon in Texas and Berlin. A new one just opened in China.

And the key is that thy are set to produce at an unheard of pace. that the ICE manufacturers are not nearly at. And the problem the ICE companies have is that every electric they produce cannabilizes their own money making cars.

When Tesla gets to their $25,000 car (only 2 to 3 years away) it’s going to be so much more feature rich than ANYTHING in the same price range.

Edited by Victoria Watcher, 01 August 2021 - 09:25 AM.

[Victoria Watcher]

I also watched a few videos of the Waymo taxis fully operating autonomously in Phoenix. We are close to that deploying almost anywhere.

[Victoria Watcher]

Here are the Tesla deliveries by quarter (thousands):



if you really pay attention to their plan it’s very ingenious.

1. Make an impressive product.
2. Find the best ways to make it faster, simpler, and cheaper.

Most North American car companies assemble products manufactured by suppliers. Tesla is much more vertical. For one, that means they can’t offer a very large variety of models. But the ones they deliver can run for many production years and are very high quality.

Their giga-presses are something else. What a traditional car company must build from 70 welded components (the undercarriage) Tesla just stamps out in the die-cast press every few minutes from their own aluminum alloy mix. One piece. These Italian-made presses are the largest ones in the world.

A lot of the ICE manufacturers are just trying to make electric versions of their current offerings. and that’s problematic when you need to design for wind drag and weight to increase battery range.

and there is no doubt that Tesla has a very wide jump on everybody else in battery technology. other manufacturers are facing chip and battery shortages. not Tesla so much.

Edited by Victoria Watcher, 01 August 2021 - 10:47 AM.

[Mike K.]

The most ingenious thing about it is they make their profit from selling green credits to other automakers.

It’s a bit of a mind twist, selling a physically intangible resource to meet an imagined construct of governments, and thereby making your money losing auto making company profitable.

In a way Tesla is not unlike Red Cedar which was allegedly perfectly positioned to roll out a relatively mass operation strategically suited to government funding requirements. Tesla was strategically positioned to sell credits to the world’s automakers that faced fines from their fleets not shifting rapidly to sudden government mandates which if not met would yield huge fines. It’s almost like, in order to protect their auto industries but look “green,” this whole scheme was set into motion by the image conscious western polit-scape. But what happens to green credit sales if every Cadillac rolls off the lot as an EV by 2025? The man who predicted the market collapse in 2008 thinks very bad things happen.

[Victoria Watcher]

well it does make profit. and investors are betting it’s about to be massively profitable.


Tesla shares are now worth roughly as much as those of the combined 12 largest automakers who sell more than 90% of autos globally.

https://www.mercuryn...om-selling-cars

their next generation cars will last 1 million miles each.

Tesla is about to let other EV companies use their 25,000 supercharge stations. big profit centre.

Edited by Victoria Watcher, 01 August 2021 - 07:15 PM.

[Victoria Watcher]

^ ^ Tesla is only at about 5% of the sales they expect to be at. And they planned to not be profitable until they are closer to 50% of their production level. So they are actually very well ahead of plans.

Edited by Victoria Watcher, 01 August 2021 - 07:22 PM.

[Mike K.]

Yes, well ahead because of the credits. Without the credits they are in the red and likely will need to 10x their sales like you mention above.

The issue with super chargers is there’s so few of them they are congested. They’ll need 250,000 of them if they want to successfully open up chargers to all vehicles.

[Victoria Watcher]

how many charging stations do the legacy auto makers have?

don’t forget the charging network is only needed when you take overnight road trips.

[Mike K.]

Or if you live in 99.9% of homes.

Why would Ford want to provide power? Chevron will do it for them.

[Victoria Watcher]

Or if you live in 99.9% of homes.

 

most people - especially those that buy $25,000 to $60,000 cars - live in SFH's.

[Victoria Watcher]

Why would Ford want to provide power? Chevron will do it for them.

 

chevron charges $9 per hour for charging.  they are not doing it right.

[Mike K.]

You’ll need to install a L2 charger, for sure. Otherwise you’re chasing your tail.

Charging your EV will also push you into 2nd tier of hydro prices if you avoid it through gas presently. It’s a hidden cost people rarely talk about.

[Victoria Watcher]

You’ll need to install a L2 charger, for sure. Otherwise you’re chasing your tail.

Charging your EV will also push you into 2nd tier of hydro prices if you avoid it through gas presently. It’s a hidden cost people rarely talk about.

 

99.9% of worldwide electricity consumers do not have our silly power tiers.  

 

95% of the time, your car is not moving.  it's parked.  and most of the time it's at your home where you can plug it into a simple 120v charger and you'll be topped every day just fine.

Edited by Victoria Watcher, 02 August 2021 - 03:52 PM.

[Moderation]

How many people do not reach level 2?

 

Even at level 2 rates it costs me less than $10 per 500km of city driving in the summer with regenerative braking. How does that compare to gasoline?

[LJ]

Or if you live in 99.9% of homes.

Why would Ford want to provide power? Chevron will do it for them.

In the US, Electrify America is building hundreds of charging stations,

 

https://www.electrif...a.com/about-us/