1x Tsla Discussion Threads

[hosede] 31/1/2024 16:35

Several years ago, Bob Prechter of EW fame commenting on Tesla's soaring share price said
" maybe in the end it will turn out that we don't actually want electric cars"
It's looking just possible that he might be right.

[johnwise] 31/1/2024 10:51

Ford is Ditching Their Electric Vehicles

Video

[hosede] 26/1/2024 15:32

Polestar cutting 15% of workforce. The great EV show may be starting to unravel.
But Cathy bought another 180k Tesla today. maybe she knows something we don't!

[careful] 25/1/2024 13:50

Hard to believe that a car can be self driving when going down narrow country roads in the UK.

Aviation seems to have been trying to get the balance between automatic and manual for years.

I doubt if there will ever be fully auto driving, cameras and sensors have their limitations.
An aviation expert will confirm that, and their problem is simpler.

[mauricemonkey] 25/1/2024 13:46

BYD.
Nuff said.

[hosede] 25/1/2024 11:05

Yes
What on earth was Cathy doing buying over 180k in the last few weeks?

[mauricemonkey] 25/1/2024 10:45

Looking forward to the opening bell, first chance for the institutional holders to sell following another car crash earnings call. High time this stock had a date with reality.

[hosede] 23/1/2024 18:48

Thanks but all stars contain a lot of Hydrogen, so I assume Balmer lines can be identified in their spectra and I seem to remember their waveband is very narrow, so their red shift would tell you something.
The info so far from the James Bell seems to have thrown most of our knowledge about the Universe into the dustbin :-0

[cfb2] 23/1/2024 18:21

There are many methods to measure the distance of an object but the simplest is to observe it twice and see how much its position changes between observations. It's the same technique used by telescopes on earth. The earth moves in orbit around the sun so it allows two observations from different positions. The James Webb telescope is moving in a Lagrange orbit but it still provides different positions to look at the same object from.

There is a sort of Doppler effect with light, known as redshift. As the universe expands, the light from a distant object shifts towards a longer wavelength moving it towards the colour red.

I don't think you use Balmer lines to measure distance. They are to do with absorption of energy levels in quantum mechanics. When you put energy into a molecule it causes the energy level to increase and electrons jump from their shell and get emitted. You can tell what the molecule is by the spectrum of the Balmer lines.

Now I think about it, you might be able to use Balmer lines for detecting the composition of stars. When combined with its luminosity you might be able to tell how far away it is....

[hosede] 23/1/2024 17:51

OK - but the UK is a pretty small percentage of total world market - and while it would be nice if it did, climate change in the UK does not relate to how much Britain does in combatting it.
Again as I have said before, I think the the industrial revolution has set off an irreversible cycle which has occurred several times in the past; where the earth - quite quickly in geological terms - loses its polar ice caps and warms by anything up to 15 degrees C.
Still we have invented AI: effectively a silicon based biosystem that has so many advantages over carbon. It can survive over a wider temperature range, it doesn't need to eat or drink, pee or poo or breathe in oxygen. Just a solar panel on it's back and maybe a battery, and when the sun finally absorbs earth it will be able to survive immense journeys thru space in search of a new home, simply by going into hibernation until a new light source wakes it up.

Maybe you can answer another question.
The new James Bell telescope has made amazing discoveries, but when it finds a new galaxy or group of galaxies, how does it know how far away they are? Clearly the Doppler effect (on the hydrogen (Balmer) lines I guess ) tells you how fast it is nmoving away - but can that be translated into how far away it is?

[cfb2] 23/1/2024 17:24

EVs are about 20% heavier than the ICE equivalent. There are some exceptions, such as the GMC Hummer weighing over 4000Kg, but that is because it's huge and to make it go more than 10 miles they've loaded it up with batteries - designed, built and driven by Neanderthals.

Batteries are heavy when compared to the equivalent energy from fuel and the tank. As you point out, the more batteries you need the more batteries you need to move the batteries you've just added. Similar to rockets, you need fuel to carry the fuel!

Fewer batteries with higher energy density and smaller cars is the way to go. I'd bet the majority of journeys made in 5/6/7 seat cars only has the driver in the car.

Tesla will be making a smaller EV in 2025 for the mass market. To make them profitably they must scale to millions per year. To achieve the scale and cost they need vast quantities of batteries, various technical advancements and probably their robots on the production line.

I don't think it is greed, I think Tesla is taking the necessary steps to progress to the mass market. This has always been Tesla's plan, Musk published it back in 2006. Here it is for you to read:


...The strategy of Tesla is to enter at the high end of the market, where customers are prepared to pay a premium, and then drive down market as fast as possible to higher unit volume and lower prices with each successive model.

Without giving away too much, I can say that the second model will be a sporty four door family car at roughly half the $89k price point of the Tesla Roadster and the third model will be even more affordable. In keeping with a fast growing technology company, all free cash flow is plowed back into R&D to drive down the costs and bring the follow on products to market as fast as possible. When someone buys the Tesla Roadster sports car, they are actually helping pay for development of the low cost family car.

Where is the green energy going to come from? Well, 40% of the UK's energy was green in 2022 and it's steadily increasing. The major drag is how quickly energy sources can be added to the grid. Extreme short nearsightedness by our government and energy grid are likely to be our biggest problem with respect to energy independence.

Sources:


hxxps://www.statista.com/topics/4849/renewable-energy-industry-in-the-uk/#topicOverview

[hosede] 23/1/2024 15:32

cfb
I think it's the Green energy that is the problem- where is it going to come from? and with "Tesla-like" EVs weighing far more than traditional ICEs they are going to need that much more energy to push them along
As I've said before, small "town" EVs look a sensible idea: but as there is little profit in making them, neither Musk nor others are interested.
In the end it's all about GREED!

[hosede] 23/1/2024 12:58

Yes - could turn out to be a "nine day wonder"
The idea that EVs are going to "save the planet" is becoming more and more dubious

[johnwise] 22/1/2024 21:29

VIDEO

Electric Vehicle Owners Are Frustrated and Demand the Return of Gas Cars

[johnwise] 22/1/2024 21:16

Tesla’s Share Price: What to Expect from Q4 Results

[hosede] 22/1/2024 17:13

Q4 earnings expected to be about 75c and I can't see things getting much better for Tesla for quite some time. Time it was rerated as a (struggling) car company - just like all the rest of them.

[hosede] 18/1/2024 17:21

The very cold weather both here and in the US won't be helping. I gather the range of all EVs is considerably reduced - simple thermodynamics really

[cfb2] 14/1/2024 18:09

EVs, in their current form, have been around for over 14 years. Sufficient time to gather statistics and I don't expect this ratio will change much with more data. EVs are likely to become safer with respect to thermal management not the other way round.

Multi storey car parks have burnt down long before EVs ever existed. What has changed is the media blame it on an EV car, even when that isn't the case. The recent Luton one was blamed on an EV by the media. It was later found to be caused by a Land Rover.

hxxps://cleantechnica.com/2023/10/15/land-rovers-keep-catching-fire-but-evs-get-blamed-for-luton-carpark-fire/

Fire regulations change and they will improve on how to deal with EV fires.

[cfb2] 14/1/2024 17:34

What CNBC wrote in the article is not what was said in the interview. Schree talked about price cuts to the cars and the resale value. Cramer tried to get Schree to talk about accidents and repairs but he didn't bite so they wrote it anyway. Here is the relevant part of the transcript from CNBC (at 4:04):


Cramer: ...there must be something wrong with EVs, in the sense that maybe they are hard to repair, maybe people don't necessarily know how to drive them. Maybe there are accidents because people or they wreck the cars because they don't know how to do it."

Schree: Well, look. We do two things when we rent you a car. A, we make sure you can pay for it and B, we presume you can drive it. And we ask for your licence on the latter. The reality on EVs is that there are millions of Americans, in fact millions of consumers around the world who are knowledgeable experienced in EVs and they ride them well. There are those that experiment and their knowledge of how to drive this car, which is a little different than a combustion engine car may be part of the issue. I would point out that our joint venture and demand we have with Uber is proving very successful and has grown and talked about on our third quarter call...