Re: IS TESLA GOING BUST
Posted: Wed Jun 20, 2018 9:41 am
Doesn't look like it would cost much to over come in the UK.
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There IS a market opening, but it's unlikely to be like existing service stations, or at least not ONLY like existing stations.guy smiley wrote:The logical solution here is a model similar to petrol retailing with charge points operating as service stations and there's a market opening there for Tesla, obviously.The Man Without Fear wrote:Tesla have a huge headstart over the legacy manufacturers with their supercharger network.
I have owned an EV for nearly a year now, and it's great. Hyundai Ioniq. I have done a public charge twice in that time, and one of those was a test run for when I needed the charge to complete the journey the next day. I am, however, aware that whilst most people don't habitually need to use the public charging network, it is a mess of competing providers, with apps, RFID cards and the like, exclusive to that particular provider. It resembles the supply of electricity in the UK pre-Central Electricity Board. This could be solved by legislation to force all providers to recognise everyone else's apps, or better still, shitcan the bloody apps and go to contactless/PIN.
The Supercharger network, rolled out in huge numbers and with free access for most users to date (not for the Model 3) has given Tesla a real USP - even now, the I-Pace, Taycan (Mission E), E-Tron and EQ, the "Tesla killers" from Jaguar, Porsche, Audi and Mercedes respectively, all of which are either on the market or coming in the next year, still don't have an equivalent. There are moves afoot to rectify this - the Ionity network has big plans, for example, but it's not there yet.
Just like Elizabeth Holmesguy smiley wrote:People who break the mould tend to be, Duff.
There’s a movie coming out about her next year. Absolutely fascinating chancer that almost got away with it. Modelled herself on steve jobs - black turtle necks, affected a deep voice, the whole god like persona etc. Nearly, very nearly got away with it. Only the technology the company was based upon didn’t actually exist.guy smiley wrote:I had to google the name...andDuff Paddy wrote:Just like Elizabeth Holmesguy smiley wrote:People who break the mould tend to be, Duff.
"Clean diesel"bimboman wrote:There’s a fight back in Europe from clean diesel and small powerful petroleum, the tech will almost certainly end up in hybrids.
The Man Without Fear wrote:"Clean diesel"bimboman wrote:There’s a fight back in Europe from clean diesel and small powerful petroleum, the tech will almost certainly end up in hybrids.
The above is a quote from Tim Draper a billionaire backer of Theranos. It’s like he’s still in the cult. Just because Holmes wanted to disrupt the blood testing industry doesn’t mean she had the means to do so. Siemens must have been laughing as they watched theranos order more and more of their machines."Just because ... I've always believed innocent until proven guilty. And she is an entrepreneur, her mission was to change healthcare as we know it, to make it an easier system, and she was doing really good work. And then she got the attack, and the attack came so soon, I believe she wasn't prepared for it."
Billionaire (male) venture capitalists don’t put hundreds of millions into a business to fulfil some sort of batshit feminist agendaSeneca of the Night wrote:Holmes was filling a desperate need of the zeitgeist: the female tech genius.Duff Paddy wrote:Silicon Valley seems to be full of chancers looking for the next industry to “disrupt”. There also seems to be plenty of mega wealthy investors happy to back up these lunatics in fear of missing out on the next Zuckerberg. It is truly remarkable that Holmes got into Walgreens with a technology that didn’t work, like batshit insane that they fooled the board of Walgreens with essentially a bait and switch. I got the chancer vibe from Musk when he was giving himself glowing school reports at odds with the recollections of his teachers and lecturers. At least he seems to have delivered somewhat.
Marissa Mayer?Seneca of the Night wrote:Holmes was filling a desperate need of the zeitgeist: the female tech genius.Duff Paddy wrote:Silicon Valley seems to be full of chancers looking for the next industry to “disrupt”. There also seems to be plenty of mega wealthy investors happy to back up these lunatics in fear of missing out on the next Zuckerberg. It is truly remarkable that Holmes got into Walgreens with a technology that didn’t work, like batshit insane that they fooled the board of Walgreens with essentially a bait and switch. I got the chancer vibe from Musk when he was giving himself glowing school reports at odds with the recollections of his teachers and lecturers. At least he seems to have delivered somewhat.
Not a founder - we’re talking Jobs, Gates, Ellison, Bezos, Page/Brin Zuckerberghermie wrote:Marissa Mayer?Seneca of the Night wrote:Holmes was filling a desperate need of the zeitgeist: the female tech genius.Duff Paddy wrote:Silicon Valley seems to be full of chancers looking for the next industry to “disrupt”. There also seems to be plenty of mega wealthy investors happy to back up these lunatics in fear of missing out on the next Zuckerberg. It is truly remarkable that Holmes got into Walgreens with a technology that didn’t work, like batshit insane that they fooled the board of Walgreens with essentially a bait and switch. I got the chancer vibe from Musk when he was giving himself glowing school reports at odds with the recollections of his teachers and lecturers. At least he seems to have delivered somewhat.
JM2K6 wrote:Glad we've solved it - it's the Indians and the feminists.
The black turtle necks were a nice touchJM2K6 wrote:Her and the idiots who throw money at every half arsed "disruptive" tech company without doing due diligence. She just put more effort into the scam than your average tech bro chancer.
And meanwhile they are raking it in with their gas guzzler s. Going at the minimum speed regs dictates is proof enough of feet being dragged.Homer wrote:Regulatory requirements are driving electrification. The issue is being able to profitably make vehicles that customers want (price, range etc.). All OEMs are spending shit loads on electrification, but they realise that there is not a one-size-fits-all product for all customers and all markets.Anonymous. wrote:TBD they would like it to take as long as possible to get to the promised landSensible Stephen wrote:Huh? That horse has bolted. If Tesla died tomorrow, electric cars and the path we are on wouldn't.guy smiley wrote:Interesting email from Musk to employees this week...
https://www.cnbc.com/2018/06/18/elon-mu ... otage.html
As you know, there are a long list of organizations that want Tesla to die. These include Wall Street short-sellers, who have already lost billions of dollars and stand to lose a lot more. Then there are the oil & gas companies, the wealthiest industry in the world — they don't love the idea of Tesla advancing the progress of solar power & electric cars. Don't want to blow your mind, but rumor has it that those companies are sometimes not super nice. Then there are the multitude of big gas/diesel car company competitors. If they're willing to cheat so much about emissions, maybe they're willing to cheat in other ways?
Elon
I always thought it was a little too on the nose but I overestimated the intelligence of the money men.Duff Paddy wrote:The black turtle necks were a nice touchJM2K6 wrote:Her and the idiots who throw money at every half arsed "disruptive" tech company without doing due diligence. She just put more effort into the scam than your average tech bro chancer.
I don't see any way that hydrogen isn't environmental vandalism based purely on the inefficiency of converting renewables energy or hydrocarbons into stored hydrogen.guy smiley wrote:Hydrogen is interesting and some kind of hydrogen turbine hybrid would be cool...goose81 wrote:One of the biggest dangers to Tesla is the fact that the Japanese and I believe Korea and half of china see hydrogen as a better alternative than battery. Batteries contains minerals that are finite and un recyclable so the price is only going to go up and up
Japan is installing hydrogen stations everywhere and China is following suit. The great war will be between Hydrogen and Battery not between competing electric car firms
Toyota and Honda and Hyundai and others are all going for hydrogen over battery
I think Euro car makers are being very stupid seemingly putting all their efforts towards ev
but China are investing heavily in EV and are setting up to control battery production through their rare earth stocks.
which parties?The Man Without Fear wrote:Hydrogen takes lots of power to generate. Tick!
Hydrogen needs to be pumped, so duty can easily be levied on it. Tick!
Hydrogen cars only emits water, not like the fossil fuels to generate the electricity for those coal powered BEVs. Durrrrr...
And you wonder why certain parties are keen on it.
I've a friend who works in auto manufaturing (in Australia), they can get there sure enough. But they'd much rather milk the assets (patents, production line setc)they've already heavily invested in rather than start again.kiap wrote:Anon is correct. AlsoNot necessarily because it's not only about the path.Sensible Stephen wrote:Huh? That horse has bolted. If Tesla died tomorrow, electric cars and the path we are on wouldn't.
It's also the speed of going down that path.
Tesla is disrupting the top-end market segments. The Germans; Mercedes, Audi, BMW and their like don't have an electric version to adequately compete at the moment and are still on the combustion engine path.
They have been reverse-engineering the fuck out of Tesla, even as recently as 3 months ago.
If they can steal back 12 to 18 months out of the lead in terms of tech, it's worth its weight in gold.
Duff Paddy wrote:The black turtle necks were a nice touchJM2K6 wrote:Her and the idiots who throw money at every half arsed "disruptive" tech company without doing due diligence. She just put more effort into the scam than your average tech bro chancer.
It's a repackaged Diesel Particulate System isn't it? It can fuck off!bimboman wrote:The Man Without Fear wrote:"Clean diesel"bimboman wrote:There’s a fight back in Europe from clean diesel and small powerful petroleum, the tech will almost certainly end up in hybrids.
Well yes. Much of the lowering of emissions reported in Europe has been because of lower hydrocarbon fuel use.
The diesel industry hasn't just packed up and gone away. The tech is being improved all the time.
Indeed.guy smiley wrote:A mere trifle.Duff Paddy wrote:
There’s a movie coming out about her next year. Absolutely fascinating chancer that almost got away with it. Modelled herself on steve jobs - black turtle necks, affected a deep voice, the whole god like persona etc. Nearly, very nearly got away with it. Only the technology the company was based upon didn’t actually exist.
Musk's Boring Co. to build a high-speed link between downtown Chicago and O'Hare Airport. Autonomous vehicles are supposed to make the trip in just 12 minutes, at over 100 mph.
It sounds cool, but the proposal as described makes very little sense.
The Tribune says the project "would be able to handle nearly 2,000 passengers per hour in each direction." This is not a high capacity. You can fit 2,000 passengers on a single, crowded New York City subway train — and a subway line can handle 24 of those trains per hour. Even assuming a more comfortable subway load of 1,000 passengers per train, this system would have 1/12 the capacity of a subway line.
The low capacity would stem from the small size of the vehicles, which would carry just 16 passengers each. What is the point of using such small vehicles in a system that connects just two stations?
This all assumes Boring can deliver on its promise of much faster and cheaper tunnel construction, which will rely on technologies the company has not yet shown can work. I'm glad Musk is trying to innovate here — underground rail projects in the US are far more expensive than they should be, and the space is ripe for innovation.
Something to distract them from bitcoins failure I suppose.Seneca of the Night wrote:Her Indian partner / boyfriend is equally a dubious character. Been following this car crash for years as its been quite a story in the alt right.
He or she would be a rare bird.paddyor wrote:I've a friend who works in auto manufaturing (in Australia), they can get there sure enough. But they'd much rather milk the assets (patents, production line setc)they've already heavily invested in rather than start again.kiap wrote:Anon is correct. AlsoNot necessarily because it's not only about the path.Sensible Stephen wrote:Huh? That horse has bolted. If Tesla died tomorrow, electric cars and the path we are on wouldn't.
It's also the speed of going down that path.
Tesla is disrupting the top-end market segments. The Germans; Mercedes, Audi, BMW and their like don't have an electric version to adequately compete at the moment and are still on the combustion engine path.
They have been reverse-engineering the fuck out of Tesla, even as recently as 3 months ago.
If they can steal back 12 to 18 months out of the lead in terms of tech, it's worth its weight in gold.
paddyor wrote:It's a repackaged Diesel Particulate System isn't it? It can fuck off!bimboman wrote:The Man Without Fear wrote:"Clean diesel"bimboman wrote:There’s a fight back in Europe from clean diesel and small powerful petroleum, the tech will almost certainly end up in hybrids.
Well yes. Much of the lowering of emissions reported in Europe has been because of lower hydrocarbon fuel use.
The diesel industry hasn't just packed up and gone away. The tech is being improved all the time.
Are these real numbers or kraut numbers?Flyin Ryan wrote:
The one chart is the numbers required by the EU, Japan, and the U.S. for engine makers to meet. There's a 90%+ reduction in real emissions because that's what the regulations have done in 20 years.kiap wrote:Are these real numbers or kraut numbers?Flyin Ryan wrote:
Nope. OEMs and Tier 1s are spending billions on 'electrification' and it's not just down to regulations. Every OEM is looking for a competitive advantage.Anonymous. wrote:And meanwhile they are raking it in with their gas guzzler s. Going at the minimum speed regs dictates is proof enough of feet being dragged.Homer wrote:Regulatory requirements are driving electrification. The issue is being able to profitably make vehicles that customers want (price, range etc.). All OEMs are spending shit loads on electrification, but they realise that there is not a one-size-fits-all product for all customers and all markets.Anonymous. wrote:TBD they would like it to take as long as possible to get to the promised landSensible Stephen wrote: Huh? That horse has bolted. If Tesla died tomorrow, electric cars and the path we are on wouldn't.
A 90% reduction in 20'years is "marginal" now.The Man Without Fear wrote:Electrification means, in many cases, "We're sticking a 48v battery in it" in a lot of cases - the mild hybrid. It might marginally reduce the shit coming out the tailpipes, but in real terms it's another delaying tactic.
The Man Without Fear wrote:Who is saying that the reductions in emissions isn't significant or a good thing? Clean diesel is still a lie. Nothing is clean about diesel. Not its extraction, not its refining, not its transportation, not its storage and delivery and 100% not burning the bloody stuff.
The very fact that in order to even vaguely comply with the nonsense laboratory standards VW had to resort to criminal practices (I see the head of Audi was arrested to ensure he doesn't interfere in investigations) should give you a tiny hint that diesel engines are bloody awful for our lungs and for the environment.
Edit: As for your "not enough electricity" another bimbo "It can't be done!" classic. The National Grid are on record as saying it's not going to be a problem with a bit of planning, especially as we're not all going to suddenly leap into EVs and stop driving ICE cars.
But as you were.
The objective is to reduce emissions/environmental impact of vehicles. Ways of doing that include mHEV, HEV, pHEV and BEV. You might view it as a delaying tactic, but globally consumers have very different needs and wants. Currently BEVs are really not suitable for many consumers (cost, range, charging infrastructure etc.)The Man Without Fear wrote:Electrification means, in many cases, "We're sticking a 48v battery in it" in a lot of cases - the mild hybrid. It might marginally reduce the shit coming out the tailpipes, but in real terms it's another delaying tactic.