Tesla Motors

[suntan]

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To be fair, there was 2 fires for Tesla and 2 fires for NIO that sparked this investigation by China



NIO - ES8 (Smoke)
Tesla - Model S (Fire)
NIO - ES8 (Fire)
Tesla - Model S (Explosion)

Tesla is tied with NIO... unless you consider severity. Then Tesla is slightly winning the combustible car Olympics.




Actually a Tesla owned by Michael Morris (Director) went up in flames while he was driving it recently too
https://www.bbc.com/news/world-us-canada-44511200

Gee it's almost like lithium likes to oxidize readily.

Lithium powered cars will be a disaster. Makes gasoline seem like harmless water.

[phreezee]

Inherent battery issues give NIO a design advantage since owners can swap batteries. I think the battery lease model is a good one, and if the battery technology improves they aren't stuck with the older batteries. I did enter a small position last week, but didn't take profits yesterday. Short squeeze was fully on and the volume and contracts signal that the bulls have taken over.

[Xtrema]

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Inherent battery issues give NIO a design advantage since owners can swap batteries. I think the battery lease model is a good one, and if the battery technology improves they aren't stuck with the older batteries. I did enter a small position last week, but didn't take profits yesterday. Short squeeze was fully on and the volume and contracts signal that the bulls have taken over.

Yeah I think Tesla ditch the battery swap idea because the potential of non Tesla cells get into their cars is very high. Just look at Samsung's issue with cheap Chinese batteries that burned their phones.

Eventually NIOs will be installed with failed cells from a 3rd party battery recycler and burn up.

[rage2]

I know this is the stock thread and not the car thread, but last nights price drops has the top Model S at $135k now. Cheaper than a similarly equipped E63S. Model 3 Performance at $75k (might even be a little less depending on when they make exchange rate adjustments). This is without the “full self driving” option which is worthless today and can be purchased later. Lease rates (S only) are terrible. Finance at 4.9 is like bank rate. Honestly at these prices, I’m tempted to live with the shortcomings than to go for the Taycan, which is going to be at least 50k more for the top performing model (base taycan estimated to start at 120k).

Bringing back on topic, continuing to lower their ASP can’t be good for the bottom line. Who’s making bets in their portfolio for the Q2 financial results day? Haha

[Sugarphreak]

...

[Stuart]

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Sales are probably slowing down a lot as the hype wears off, so they need to trim the price back to get their volume up

Isn't there supposed to be a model Y or something coming out one of these years? It has been so long since the announcement now.

Ditto on the semi... they are driving it around in parades, yet it isn't going to be done for production until the end of 2020? The fuck?

They just want to fit in with the other brands. How many years have they been testing the C8 Vette? Or the next RX7 that is always "almost here".

[supe]

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Sales are probably slowing down a lot as the hype wears off, so they need to trim the price back to get their volume up

The thing is prices aren't actually being trimmed much for the american consumer. The big price drops were timed with the US EV incentive being reduced. So for the US consumer the price is relatively even. This sucks for consumers in other markets (me), but thats the price you pay to be an early adopter.

I drove to edmonton the past weekend. Left my home full, arrived with ~30%, supercharged for $10 which lasted me the weekend. Supercharged again for $10 which got me back home. I love the supercharging network! V3 superchargers are starting to get installed which makes charging even better. In a couple weeks I'm going to Van/Kelowna which will be a better long distance test and next year aim to do the trip to California. I learned recently everyone who buys a Tesla gets a free tour of the Fremont factory, apparently its amazing.

[Sugarphreak]

...

[phreezee]

Bad ER today and took a big after hours tumble.
https://finance.yahoo.com/news/tesla...184241081.html

[speedog]

At 7 years on it's current body style, isn't the model S due for a refresh?

[rage2]

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At 7 years on it's current body style, isn't the model S due for a refresh?

Tesla continuously refreshes throughout the year. They don't follow refresh/new model cycles like traditional manufacturers.

The last refresh (April this year) updated the front motor to the more efficient Model 3 motor and extended range to 600km. It could be tomorrow, it could be 5 years from now when we see body or interior refresh out of nowhere.

[speedog]

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Tesla continuously refreshes throughout the year. They don't follow refresh/new model cycles like traditional manufacturers.

The last refresh (April this year) updated the front motor to the more efficient Model 3 motor and extended range to 600km. It could be tomorrow, it could be 5 years from now when we see body or interior refresh out of nowhere.

Updated motors are not a style refresh.

[killramos]

They updated the style when the 3 was announced.

So long as idiots will keep paying top dollar for them why bother investing in a new design? They sell every one they make as it is.

[ExtraSlow]

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so long as they are spiralling towards insolvency why bother investing in a new design? .

ftfy

[rage2]

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They updated the style when the 3 was announced.

So long as idiots will keep paying top dollar for them why bother investing in a new design? They sell every one they make as it is.

Prices have dropped significantly, 200k to 135k in less than a year here in Canada for a loaded car. Elon also mentioned today it’s not a priority anymore because sales sucks on them. They’re selling every one they make because they’ve slowed down production on them. 3 and Y are the priorities now.

[killramos]

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Prices have dropped significantly, 200k to 135k in less than a year here in Canada for a loaded car. Elon also mentioned today it’s not a priority anymore because sales sucks on them. They’re selling every one they make because they’ve slowed down production on them. 3 and Y are the priorities now.

When I go on their website a loaded S is still over 150k. And a base S is still 6 figures.

Sales only dropped when 3 was introduced. Massive cannibalization by the low margin 3.

[triplep]

https://www.caranddriver.com/news/a2...city-charging/

I'd be pissed if I woke up with a Tesla on my front lawn/ garage pad and hooked into my wall outlet outside. I don't understand why they just couldn't top up at their friends place....

[killramos]

Tesla owners are the new NE dwellers

[Xtrema]

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So long as idiots will keep paying top dollar for them why bother investing in a new design? They sell every one they make as it is.

Also, there is no competition yet. Tesla is still the only shop where you can walk in and get an EV without long wait.

[JRSC00LUDE]

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https://www.caranddriver.com/news/a2...city-charging/

I'd be pissed if I woke up with a Tesla on my front lawn/ garage pad and hooked into my wall outlet outside. I don't understand why they just couldn't top up at their friends place....

Because the battery was dead.