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    Re: Tesla Roadster

    lukestern:
    CGX car nut:

    Quality: https://jalopnik.com/tesla-owner-resorts-to-tweeting-at-elon-when-his-door-h-1821128355


    Have we ever witnessed something that engage people as much as Tesla does in the car industry? One guy has a problem with the auto presenting door handles and it creates headlines that he tweet to Elon. LOL.

    Try and tweet Blume about a oil leak or a failed charge port on the new Panamera E-hybrid and see what headlines we will see in the news - ZERO Smiley 

    You guys that continue to dig out sources of negative press against Tesla must really care a lot by some reason.

    I do care that Musk is a thinly veiled circus barker enriching himself as others will be caught holding an empty bag when this company crashes. 


    Re: Tesla Roadster

    How exactly did you come to that conclusion? The Solar City buyout?


    Re: Tesla Roadster

    CGX car nut:
    lukestern:
    CGX car nut:

    Quality: https://jalopnik.com/tesla-owner-resorts-to-tweeting-at-elon-when-his-door-h-1821128355


    Have we ever witnessed something that engage people as much as Tesla does in the car industry? One guy has a problem with the auto presenting door handles and it creates headlines that he tweet to Elon. LOL.

    Try and tweet Blume about a oil leak or a failed charge port on the new Panamera E-hybrid and see what headlines we will see in the news - ZERO Smiley 

    You guys that continue to dig out sources of negative press against Tesla must really care a lot by some reason.

    I do care that Musk is a thinly veiled circus barker enriching himself as others will be caught holding an empty bag when this company crashes. 


    Big words.

    We'll see in a few years time...


    Re: Tesla Roadster

    noone1:

    How exactly did you come to that conclusion? The Solar City buyout?

    Other business dealings with him a couple of decades ago.  


    Re: Tesla Roadster

    Spill the beans. He was part of several companies that were sold for hundreds of millions of dollars and I believe Paypal over a billion, so not sure who has always been left holding the bag...


    Re: Tesla Roadster

    CGX car nut:
    noone1:

    How exactly did you come to that conclusion? The Solar City buyout?

    Other business dealings with him a couple of decades ago.  

    Assuming that was before the PayPal era when he became really rich no?


    Re: Tesla Roadster

    "First next-gen Tesla Roadster sighting in the wild – prototype apparently breaks down..."

    "It was driven by none other than Franz von Holzhausen, Tesla’s Chief Designer... the vehicle broke down... the vehicle was stuck in the middle of the road... They were trying to move the car to the side of the road with those small lifting devices..."

    Link: https://electrek.co/2018/01/06/tesla-roadster-sighting-wild-prototype-breaks-down/

     


    Re: Tesla Roadster

    Before I opened this thread i KNEW what article I was about to read.

    It's an art to ignore all the positive news and only filter out the bad ones. Have fun and keep up the great work  Smiley

    Oh, TSLA up 6% today, maybe they all missed this major news that at prototype that is 2-3 years out stopped... Smiley


    Re: Tesla Roadster

    In good alternative news, Tesla can still produce a nice photoshop image for their social media PR feed...

    1515440856130image.jpeg

    Smiley


    Re: Tesla Roadster

    Boxster Coupe GTS:

    "First next-gen Tesla Roadster sighting in the wild – prototype apparently breaks down..."

    "It was driven by none other than Franz von Holzhausen, Tesla’s Chief Designer... the vehicle broke down... the vehicle was stuck in the middle of the road... They were trying to move the car to the side of the road with those small lifting devices..."

    Link: https://electrek.co/2018/01/06/tesla-roadster-sighting-wild-prototype-breaks-down/

     

     

    That happened like 4 days ago. The new Speedster had a photo shoot in Malibu. I have other pics but I can't post them. Smiley

     

     

     


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    Re: Tesla Roadster

    https://www.autoblog.com/2018/02/24/tesla-semi-pay-off-two-years-dhl/

    THIS, is Tesla's future. Not passenger cars. Big purchase cost plus big margins, and no other pesky car makers trying to barge in with better cars. 

    I think Tesla should dream even bigger still, perhaps electric cargo ships. Now that would be something!

     


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    Re: Tesla Roadster

    That is definitely an easier road for them than passenger car business where the competition will be too tough once the EV is not their differentiating factor.


    --

    ⇒ Carlos - Porsche 991 Carrera GTS


    Re: Tesla Roadster

    Tesla may also face similar competition with the big truck and engine manufacturers. Cummins has announced and launched an electric engine for trucks.  Daimler Freightliner, Mack, International, etc. will not be far behind Tesla. Perhaps Tesla becomes an engine supplier for the truck manufacturers.


    --

    2016 Porsche 991 Carrera GTS  Black with AeroKit Cup Package,  2017 Porsche Cayenne Platinum  Purpurite Metallic, New York


    Re: Tesla Roadster

    Unlike car business where others have had dabbled into at least hybridization and got some knowledge in electric. Truck business no one ever think of that.

    That's Tesla's advantage. 

    And the batteries. Tesla can supply themselves with a boat load, others don't have that source. Truck batteries will require a lot of cells, much more than cars, so supply will be an issue for competition.

     


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    Re: Tesla Roadster

    Whoopsy:

    Unlike car business where others have had dabbled into at least hybridization and got some knowledge in electric. Truck business no one ever think of that.

    That's Tesla's advantage. 

    And the batteries. Tesla can supply themselves with a boat load, others don't have that source. Truck batteries will require a lot of cells, much more than cars, so supply will be an issue for competition.

     

    I agree with everything you say but I am also worried (for Tesla) that at some point, one company will pop up with a new battery tech and/or charging tech and Tesla is done.

    What worries me most regarding ELVs is actually something much more trivial: We just don't have the charging infrastructure in many countries. Smiley Also, if we had it, we could face another problem: Lack of capacity (electricity). Right now, we have very low temperatures in Bavaria and the power stations are working at their limit, they even import electricity to keep up with the power need. Now add 10 Mio. ELVs to this and this is going to be fun in winter time. Especially since Germany has basically shut off all nuclear plants and the last ones will be gone soon.

    Back to the coal power plant reserves? Smiley Smiley


    --

    RC (Germany) - Rennteam Editor Porsche 991.2 Carrera GTS Cabriolet (2018), Porsche Cayenne S Diesel (2017), Audi R8 V10 Plus (2016), Mini JCW (2015)


    Re: Tesla Roadster

    Boxster Coupe GTS:

    It sounds like Tesla's production issues are expected to continue, partly due to ongoing problems at the Gigafactory... Smiley

    "Problem with Gigafactory Leads to Global Shortage of Cylindrical Batteries"

    (6 December 2017)

    Delay in production from Gigafactory, which is Tesla’s battery manufacturing facility, is leading to global shortage of cylindrical batteries. As Panasonic has given most of its supplies in Japan to Tesla, many small and large companies that are in need for cylindrical batteries are knocking on doors of Samsung SDI, LG Chemicals, and Murata (previously Sony).

    However due to limited output, these companies are helpless with increased demands. As a result, many global IT, non-IT, electric vehicle, and home appliance companies have been left with no batteries for many months.

    According to industries on the 5th, there is an extreme shortage of cylindrical batteries globally. Samsung SDI, LG Chemicals, Panasonic, and Murata are currently producing more than 80% of global cylindrical batteries (standards: 18,650, 21,700).

    Excluding set manufacturers who already signed off on contracts before 2017, many other companies are having difficulties in making purchase orders and it will not be easy for them to secure additional supplies until the end of the first half of 2018.

    “It is impossible to purchase cylindrical batteries within Japan and we were even notified by Panasonic that they are not going to sell cylindrical batteries anymore.” said a representative for a Japanese battery distributor. “It has come to a point where we cannot even purchase products from Samsung and LG and even products from Samsung and LG that were produced in China.”

    Number of demands for cylindrical batteries has recently increased from markets such as electric vehicles, power tools, electric bicycles, cordless cleaners, e-cigarettes, and power banks.

    Tesla’s battery manufacturing facility called ‘Gigafactory’ located in Nevada
<Tesla’s battery manufacturing facility called ‘Gigafactory’ located in Nevada >

    As there was a serious problem with operation of Gigafactory, Panasonic had to bring its supplies from Japan in order to patch up this problem. Panasonic is even supplying its batteries that are produced in Japan to Tesla for its electric vehicles.

    According to industries, Gigafactory has not had normal operation for many months due to unstable supply of power and extreme shortage of manpower. Since a battery (100kWh) used for single Tesla ‘Model S’ can be used to produce 200 electric bicycles, previous customers are taking significant blows.

    “We have received more inquiries about our products from Japanese and global set manufacturers.” said a representative for a battery manufacturer. “Because cylindrical battery markets are expanding towards markets for power tools, electric vehicles, and e-cigarettes, it will not to supply these batteries until the end of the first half of 2018.”

    Although Tesla initially planned to construct Gigafactory in the middle of desert in Nevada and supply power through its own solar power generators, it is difficult for Tesla to have normal operation with Gigafactory due to reasons such as uneven amount of generation of new regeneration energy. It is also facing shortage of manpower due to accessibility of its Gigafactory.

    Link: http://english.etnews.com/20171206200001

    ...importing Panasonic batteries manufactured in Japan will negatively impact gross margins in Q4 and some investors and equity analysts will question whether Tesla can achieve positive net profit margins on Model 3 sales in 2018? Smiley

    If the Gigafactory strategy is not working and the Model 3 order backlog cannot be converted into positive casflow, there is the prospect of a credit rating downgrade and liquidity squeeze -- which would require a significant new capital raise (at a discount) on the back of poor operating and financial results... Smiley

    ...caveat emptor! Smiley

    An update on Q1 production at Tesla...

    "Tesla Temporarily Suspended Model 3 Production in Late February"

    (11 March 2018)

    Tesla Inc temporarily suspended production of the Model 3 electric sedan at its lone auto plant for a week in late February, a planned breather that ultimately may help increase output of the closely watched vehicle.

    Model 3 production was idled from Feb. 20 to Feb. 24 before resuming at the company’s assembly plant in Fremont, California, Tesla confirmed Sunday. The automaker currently makes the Model S sedan, Model X sport utility vehicle and Model 3 at that site, and batteries at a plant known as the Gigafactory east of Reno, Nevada.

    “Our Model 3 production plan includes periods of planned downtime in both Fremont and Gigafactory 1,” a Tesla spokesman said in an emailed statement. “These periods are used to improve automation and systematically address bottlenecks in order to increase production rates. This is not unusual and is in fact common in production ramps like this.”

    Tesla’s Model 3 is the linchpin of Chief Executive Officer Elon Musk’s plan to bring electric vehicles to the masses but ramping up production has taken longer, and been more challenging, than originally anticipated. Tesla is now targeting a weekly Model 3 production rate of 2,500 by the end of this month and 5,000 by the end of June.

    Musk, talking about his various businesses on stage Sunday at the South by Southwest entertainment festival in Austin, Texas, said, “People have told me that my timelines historically have been optimistic.” In its last letter to shareholders, Tesla asked for patience as both buyers and investors wait for progress on deliveries, saying the Model 3 rollout has “demonstrated the difficulty of accurately forecasting specific production rates at specific points in time.”

    Tesla’s weekly Model 3 production rate has been an endless source of fascination for fans, customers, reservation-holders, suppliers and investors alike, and Bloomberg developed a tool to estimate Model 3 production. By late February, the Tesla Model 3 Tracker indicated that the weekly production rate had plunged. Bloomberg’s model estimates production based on Vehicle Identification Numbers, or VINs, registered by Tesla with U.S. safety regulators and from customer VINs reported to Bloomberg. Both datasets began to show a rebound in production in early March.

    Prospects that the Model 3 will widen Tesla’s customer base has helped drive Tesla to a stock market value of $55.3 billion, more than General Motors Co. or Ford Motor Co.

    Source: Bloomberg

    ...in other news...

    On Thursday evening, Tesla filed with regulators to disclose precisely this:

    "On March 7, 2018, Eric Branderiz left Tesla for personal reasons. Tesla appreciates Eric's service to the company."

    Brevity, the soul of wit, is perhaps the specter of foreboding in this case. Branderiz was hired from SunPower Corp. in October 2016 to be Tesla's corporate controller and chief accountant. His base salary was $300,000 a year, but the real draw was a $5 million equity grant to vest over four years. To be clear, I don't know what his personal reasons are. Regardless, that vesting schedule suggests he's leaving a chunk of money on the table.

    He isn't the only high-profile departure. The last one was announced a month ago on Tesla's earnings call by none other than CEO Elon Musk, with not just brevity but a hint of insouciance:

    "Actually, one thing we forgot to mention is John McNeill, who is heading up our sales and service group, is departing the company. We wish him well in his future career. And going forward, I will be having the sales and service report directly to me. There are no plans to search for a replacement."

    Just the guy running the sales effort during possibly the most critical launch of a Tesla vehicle yet. No biggie.

    Link: https://www.bloomberg.com/gadfly/articles/2018-03-09/tesla-chief-accounting-officer-eric-branderiz-leaves-bonds-shrug

    Smiley


    Re: Tesla Roadster

    Stock up 5%.


    Re: Tesla Roadster

    Well they claim they are still on target... Stock up, makes sense.


    Re: Tesla Roadster

    SciFrog:

    Well they claim they are still on target... Stock up, makes sense.

    Thought maybe stock is up 5% since Musk is talking about moving to Mars.  


    Re: Tesla Roadster

    CGX car nut:
    SciFrog:

    Well they claim they are still on target... Stock up, makes sense.

    Thought maybe stock is up 5% since Musk is talking about moving to Mars.  

    Smiley Smiley


    --

    RC (Germany) - Rennteam Editor Porsche 991.2 Carrera GTS Cabriolet (2018), Porsche Cayenne S Diesel (2017), Audi R8 V10 Plus (2016), Mini JCW (2015)


    Re: Tesla Roadster

    "Another senior Tesla exec jumps ship, pushing shares lower"

    (14 March 2018)

    Shares in Tesla dipped Wednesday after reports emerged that the corporate treasurer of the electric car firm is the latest senior executive to join the lengthening list of management departures.

    Susan Repo, formerly Tesla's corporate treasurer and vice-president of finance, has parted ways with co-founder and CEO Elon Musk to serve as chief financial officer at another firm, according to multiple US news reports.

    Link: http://www.proactiveinvestors.co.uk/companies/news/193179/another-senior-tesla-exec-jumps-ship-pushing-shares-lower-193179.html

    Why are so many executives leaving Tesla? Smiley 


    Re: Tesla Roadster

    Boxster Coupe GTS:

    "Another senior Tesla exec jumps ship, pushing shares lower"

    (14 March 2018)

    Shares in Tesla dipped Wednesday after reports emerged that the corporate treasurer of the electric car firm is the latest senior executive to join the lengthening list of management departures.

    Susan Repo, formerly Tesla's corporate treasurer and vice-president of finance, has parted ways with co-founder and CEO Elon Musk to serve as chief financial officer at another firm, according to multiple US news reports.

    Link: http://www.proactiveinvestors.co.uk/companies/news/193179/another-senior-tesla-exec-jumps-ship-pushing-shares-lower-193179.html

    Why are so many executives leaving Tesla? Smiley 

    That’s so Musk can work on his latest venture - a comedy media group.   https://www.thedailybeast.com/elon-musk-wanted-to-buy-the-onion-now-hes-poaching-its-staffers-for-a-secret-project?mc_cid=daef930ebf&mc_eid=5c470a1c76

    A new, trendy Musk fueled startup gets him away from these stories:  https://www.cnbc.com/2018/03/14/tesla-manufacturing-high-volume-of-flawed-parts-employees.html

    This is the Musk I have warned you about. 


    Re: Tesla Roadster

    Wonder how long you guys will continue to post the one sided and biased negative view of all things Tesla... This thread I started about the Roadster seems to have turned out to be a blog for that.


    Re: Tesla Roadster

    Until 2027 when Porsche actually comes out with an EV.


    Re: Tesla Roadster

    lukestern:

    Wonder how long you guys will continue to post the one sided and biased negative view of all things Tesla... This thread I started about the Roadster seems to have turned out to be a blog for that.

    When only good news is found about Tesla.  CNBC is a legitimate business news organization, providing a service to the investment community.  Can’t help it that you aren’t open minded to what is happening within the organization.  


    Re: Tesla Roadster

    noone1:

    Until 2027 when Porsche actually comes out with an EV.

    Check your calendar as you are a bit off, as usual.  


    Re: Tesla Roadster

    CGX car nut:
    lukestern:

    Wonder how long you guys will continue to post the one sided and biased negative view of all things Tesla... This thread I started about the Roadster seems to have turned out to be a blog for that.

    When only good news is found about Tesla.  CNBC is a legitimate business news organization, providing a service to the investment community.  Can’t help it that you aren’t open minded to what is happening within the organization.  


    That day when there is only good news about Tesla will never happen. There are way too many organizations and people out there who would like things to go bad for Tesla. They will continue to makes all in their power to skew the smallest thing into something crazy big and negative.

    Tesla seems to be as infected as politics these days.


    Re: Tesla Roadster

    I have no issues with Tesla other than I think that their products are not unique enough to survive, especially when the big players (VW Group, BMW, Mercedes, etc.) enter the market.

    Example: Audi e-tron SUV...over 3700 (blind) orders from Norwegian customers already and the car isn't even available yet (soon).  


    --

     

    RC (Germany) - Rennteam Editor Porsche 991.2 Carrera GTS Cabriolet (2018), Porsche Cayenne S Diesel (2017), Audi R8 V10 Plus (2016), Mini JCW (2015)

     


    Re: Tesla Roadster

    RC:

    I have no issues with Tesla other than I think that their products are not unique enough to survive, especially when the big players (VW Group, BMW, Mercedes, etc.) enter the market.

    Not unique enough? There are for sure more unique features on a Tesla than if you start to compare for example a Q7, Cayenne, X5, Touareg, etc. There is a market for all of them, right? If every brand had to be unique and with your logic only one of those examples would survive? And that's not the case, that we all know. People have different preferences and are connected to certain brands more than others. Tesla is a pure EV brand which appeals to certain people and the other brands have other strengths that appeal to others.

    The bigger players that you mention all aim for the same (or even worse) specs in their 2020 cars that Tesla put out on the road 5 years ago. What if Tesla launch an updated X/S in 2020 with 1000km range, 200kWh batteries, Megachargers with 1MW charging speeds capabilities, etc.. We don't know that, but it's rather likely that Tesla will launch something much improved over their 2013 specs....

    Example: Audi e-tron SUV...over 3700 (blind) orders from Norwegian customers already and the car isn't even available yet (soon).  

    Sure, but those figures doesn't mean Tesla will stand there with less demand, probably the opposite. The general demand for EVs will go upp massively the coming years. Problem is that none of the manufacturers (VW group etc) will be able to supply enough cars the next 5 years. Every EV produced will be sold, including the cars that Tesla will supply. Didn't we btw laugh at Teslas 500k blind orders for the Model 3 that doesn't mean anything?

    Buying a new Audi e-tron later this year or a new Jag I-Pace is however a bit of an issue due to the fact that the charging infrastructure before 2020-2021 will be very limited. This fact alone will give Tesla demand for their products the coming 2-3 years.


    Re: Tesla Roadster

    So the charging infrastructure is very limited and this fact alone will give Tesla demand for their products??? Please explain because it makes zero sense.


    --

    RC (Germany) - Rennteam Editor Porsche 991.2 Carrera GTS Cabriolet (2018), Porsche Cayenne S Diesel (2017), Audi R8 V10 Plus (2016), Mini JCW (2015)


     
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