Remember how Tesla was going to get crushed because every other manufacturer could just roll out electric cars?
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Or maybe 2006, but you get the point
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Here’s where Tesla has an issue with “we’ll make it up in volume”https://twitter.com/elonbachman/status/1053612384118624257?s=21 …
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An hypothesis: - There are enough Tesla fanatics to buy M3s for a few quarters of backlog but not enough to buy in the future, and probably not enough to buy with the horrible reports of Tesla customer services. Also: why would all finance directors quit after seeing the books?
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There is no question we are seeing pent-up demand for the model 3 now being released
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Of course. Citron argues that’s not all that’s at play, and that *new* orders coming in are pulling down sales of competing cars. Hard to have good data at this point, but interesting. https://citronresearch.com/wp-content/uploads/2018/10/Citron-reverses-opinion-on-Tesla-too-compelling-to-ignore.pdf …
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Both. It’s a competitive car. That’s not the same as a disruptive car. And any disruption certainly isn’t in electric.
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Agreed that it’s not disruptive in the Christiansen sense; I think something is missing from the theory there, which is why he predicted the downfall of Apple
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The bolt is not an attempt to compete with Tesla.
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Tell me more. What is it then, a proof of concept?
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Incumbent car companies are moving slowly on electric partly because batteries are still too expensive to be profitable. The bolt costs a lot more to make than an equivalent ICE car. This is also why the $30k Model 3 can’t be ordered yet.
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But there are profitable electric cars to make. S, X and 3 upper trims are profitable and other automakers don't build competitors. I think incumbents are used to incremental change and think they can wait for suppliers to solve autonomy and batteries for them and it will be late
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Autonomy is irrelevant- Tesla is not in the lead here. And yes, there will be hundreds of companies providing EV components. That’s how ecosystems work. Tesla trying to outcompete that is like 1980s Apple trying to outcompete the entire PC ecosystem.
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Why did it not work for 1980s Apple but it seemed to work pretty well in the 2010s?
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It didn't. Apple took exactly the opposite approach.
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$TSLA@Tesla may save bolt with better batteries manufactured in@Gigafactory1! -
The batteries from gigafactory are manufactured by Panasonic...panasonic owns the technology and tesla is bound to buy the batteries from Panasonic in order to ensure that Panasonic is able to generate an adequate ROCE on its capex...maybe Panasonic can save bolt not tesla
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Source, I am finding that
@Tesla$TSLA owns the tech: https://www.thestreet.com/investing/electric-car-makers-can-not-compete-with-tesla-battery-tech-14626638 …pic.twitter.com/9G0VAPvOsy
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Tesla's 10k states that loss of partnership with Panasonic could lead to "potential loss of access to important technology and parts for producing, servicing and supporting our products." Pg(16) battery tech has not been patented and are a trade secret https://www.scientificamerican.com/article/how-tesla-motors-builds-the-safest-car-video/ …pic.twitter.com/gTfYQGLmxX
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Basically there is some obfuscation with respect to whether tesla owns the tech. Since inception there has been a long term agreement with Panasonic and all battery tech has been developed in "partnership"...attributing exclusivity for ownership of technology would be myopic
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The latter responses were for the 2170 batteries you had quoted only....for the other batteries I don't think there is any scope for obfuscation....Panasonic had been selling them long before their partnership with tesla
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It is not about what you or I think. It is about facts. I agree with you
@panasonic has been the leader in battery tech. Can@Tesla survive without it? Yes, but it won't be very productive with the existing agreements in place. As for Bolt, it CAN survive if@chevrolet wants! - 1 more reply
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