1x Tsla Discussion Threads

[buywell3] 21/11/2024 05:05

You guys here are missing the point as to why Tesla is on the up

Read buywell latest post on Tekcapital (TEK) to find out what is coming down the Federal Regulatory Road for the safe operations of Autonomous Vehciles.

AND who will be writing the Federal Regulations

AND what IMO they might look like

dyor



PS


Tesla looks IMO like retesting previous highs sooner than later

[hosede] 20/11/2024 23:04

Remarkably little reaction to the Nvidia results

[hosede] 19/11/2024 12:40

From Bloomberg

[cfb2] 18/11/2024 19:06

The thought that random people would be able to use the service and swipe credit cards is laughable. If the robotaxi interior is damaged how do you think they'd be able to charge the customer for the damage? Or ban certain customers from their cars?

[cfb2] 18/11/2024 19:02

You request a Robotaxi using your mobile phone with the Tesla app - I think it unlikely you'll be able to use the service without a mobile phone. The Robotaxi arrives with the seat and ambient temperature automatically adjusted for you. At the end of the journey it deducts the payment.

Tesla have been running a Robotaxi service for employees for around a year already and have been fine tuning their Robotaxi app over that time.

[hosede] 18/11/2024 18:39

It's simply not worth getting out of bed for less - though I suppose you could have them running around with a payment card slot . You step out, bring it to a halt, put your card in the slot and tell it where to go.
I still think it's years off.
Do you know how Waymo et al operate?

[cfb2] 18/11/2024 18:26

You are projecting your idea of how different modes of transport works onto Robotaxis.

Why does there have to be a minimum charge? For taxi drivers, to front load the cost of picking up a passenger. For buses, to simplify their charging.

Once there are sufficient robotaxis operating in each area the pickup costs shrink to nothing.

[hosede] 18/11/2024 17:40

But there has to be a minimum charge of say $15 and Edinburgh buses have a max £3.00 day charge - No idea about US

[cfb2] 18/11/2024 16:19

Figures provided by Tesla are an operating cost of 20 cents per mile. They are expecting 30 to 40 cents per mile for riders.

[hosede] 18/11/2024 15:39

CFb
You're dreaming - it will never be anywhere that cheap - and if it were Tesla wouldn't make any money from it

[cfb2] 18/11/2024 15:16

Like the monkey with the red berries - it'll only eat them once it's seen them eaten by something else.

If you could have your own personal taxi door to door at a similar cost to a bus they'll be shovelling those berries in.

[hosede] 18/11/2024 12:25

I think many people (me included) would be very nervous of riding in a robotaxi. They will get used to it of course - but it could take some time.

[montyhedge] 18/11/2024 11:10

Can someone start a Nvidia thread, we are in Tesla and Nvidia most of us.Good luck bulls.

[cfb2] 17/11/2024 22:39

Once robotaxis are self driving unsupervised insurance liability will shift to Tesla. If there is no steering wheel then Tesla taking monetary responsibility is a self checking mechanism that the software is up to the job.

As for the $20k vehicle, if it happens it will be the Robotaxis with a steering wheel but I expect it will never see the light of day. Why would Tesla want to produce a vehicle with such a low profit margin? Leave BYD to produce cars with a $0.40 profit margin, as apparently they are doing on some of their cheaper models...

[hosede] 16/11/2024 17:10

As I've constantly said on here - and Musk clearly agrees - there is NO MONEY to be made in cheap EVs because the number of makers is Legion :-0
Key Passage
Christopher Mims: So I love it. I love the $20,000 electric vehicle. I think that's probably what the market needs to break through. Are you going to build that $20,000 vehicle?

Peter Rawlinson: No, because that market sucks. We're a public traded company and we are commercially viable in the future. That's the vision. That market is notorious because you get into mass manufacture, terrible low margins. If you look at Porsche is the most profitable traditional car company, it doesn't operate in that sphere. I think this is where our licensing opportunity comes to play, as a tech company, licensing our technology so that other OEs can benefit from that. And they could put such a vehicle in place. They have a more installed manufacturing base that's out there. It's ready depreciated. The CapEx that we'd require to install the manufacturing base for millions of these units makes little sense to me. So our midsize vehicle, which is scheduled for start of production late '26, we anticipate that being priced at about 48 to $50,000. And I think that would be a nice bookend for our product range.

[hosede] 16/11/2024 12:11

EVs are fine Dominic - but small ones for Urban use
And I think Robo hire cars are much more sensible than Robotaxis. The main point being that if one has an accident while self driving it might cause damage to external objects or people but NOT to occupants. (so lower insurance - and much less fear of using them.)
Once the hirers are driving THEY are responsible

[dominiccummings] 15/11/2024 20:23

You will never ever get hosede to say a good word for EVs or even concede anything!
Horses! He's a donkey.

[cfb2] 15/11/2024 20:00

There are plenty of youtube videos of Tesla's with over 200k miles on them. The range seems to degrade to a bit over 90% of its original capacity over that time. Most Telsa batteries are designed to allow 1,500 cycles, or between 300k - 500k miles if there is a complete charge/discharge on each cycle.

Ownership of EVs is increasing and ICE vehicles is decreasing. Go and do a search for EV adoption graphs and you'll see the take up rate increasing. Some countries are further along the S curve than others but it is happening throughout the world.

[hosede] 15/11/2024 18:46

I have never had a problem with an ICE engine. I had a petrol Alfasud that did over 180k miles and both my diesels have lasted over 15 years. I hear of Teslas being written off after accidents because the battery was damaged.
From what I read , Sales of EVs are falling everywhere except China where they are heavily subsidized. I simply don't think they are the way forward. The horse - on the other hand could well make a comeback - in rural areas

[cfb2] 15/11/2024 18:26

Looking at the lifetime of an EV's battery is analogous with the lifetime of an ICE's engine. Tesla's batteries have an 8 year or 100,000 mile warranty.

Hybrid's are worse than either ICE or EV, having the complexity and maintenance costs of both technology. The only benefit of a hybrid vehicle I can think of is range; if you need to regularly travel more than 300 miles a day and your bladder is able to continue without a break for that distance. Admittedly, most car manufacturers will try and sell you a hybrid because the dealer knows they've recoup value in servicing the vehicle.

Maintenance on an EV is mainly new tyres, brake caliper lubrication and air filter changes. According to the AA the average maintenance cost of an EV is one third of the cost of an ICE vehicle.

If every car is an EV there will still be a use for oil. It's not going to disappear anytime soon in plastics, heating, solvents....

[hosede] 15/11/2024 17:29

Lower maintenance costs? That all depends on how much the batteries cost and how long they last. I think hybrids are by far the best.
Let's face it we are NOT going to stop using oil any time soon and it's percentage as a cause of climate change is diminishing all the time. Forest fires , methane from Tundra and extra water in the atmosphere are all increasing

[cfb2] 15/11/2024 16:07

New EV vehicles have reached price parity with ICE vehicles and cost less to maintain. Only countries like the UK will continue to have poor EV sales if they start cranking up the road tax cost and start charging EVs per mile driven.

Labour want to reinstate the ICE vehicle sales ban by 2030 but it'll likely push everyone towards hybrids, which is the worst possible solution for emissions and tax.