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In no way shape or form are their “innovations” gonna be bigger than what Panasonic and other long term battery manufacturers are gonna come out with. Tesla see

by ameen 6y ago

In no way shape or form are their “innovations” gonna be bigger than what Panasonic and other long term battery manufacturers are gonna come out with. Tesla seems to be designed to create hype around nothing - a few months ago it was how novel their heating was. All while covering up glaring quality issues with Model Y. I advised my friends to buy the dip around Feb for ~350, but now is the best time to at least sell 75% of the stock and take home a cool profit on the backs of fanboys.

postingawayonhn 6y ago
They're building a pretty serious battery production line in Fremont [1]. I don't think they would be doing this if it was just some incremental battery cell improvement. It seems likely they do have some new chemistry or process. [1] https://m.youtube.com/watch?v=fgDDcbDtWlY https://m.youtube.com/watch?v=fgDDcbDtWlY
nickik 6y ago
> long term battery manufacturers are gonna come out with. Do you honestly believe that? Like how often do we need to see industries disrupted from outside. Tesla itself literally did this to the car industry, 'no way Tesla can innovate and beat GM'. Panasonic and LG is focused on making deals with lots of people and leveraging their technology to make lots of money. They haven't fundamentally innovated on Lithium Ion in quite a long time. The are totally entrenched and will make slight incremental tweaks to their chemistry. Tesla has been involved with battery technology for a long time and they know a huge amount about it. They basically wrote the book on how to do battery packs with Lithium Ion (people don't remember but putting together 1000s of cells back then was considered totally insane). The founders of half the battery startups once worked at Tesla. They are also the largest consumers of lithium ion cells in the world by far and have more date about their performance then anybody else by far. Tesla has multiple long term research agreements with some really good battery researchers, like Jeff Dahn and others. They have bought multiple companies that had interesting technology for battery or battery manufacturing. They have spent multiple 100M on this. They also have one or likely more pretty large pilot battery production lines. They will release their own battery/battery manufacturing line and it will be ahead of what the state of the art is. But I'm sure they spent all these many billions of $ and 5-10 years of research in order to do some news item twitter storm to booster their stock price in the short term. Does that honestly make sense to you as a strategy? > a few months ago it was how novel their heating was It is novel and its something that makes their cars more efficient. Its in every Model Y, you can open them up and see yourself if you don't believe that it exsits. And btw, the company that does the most teardowns (selling reports to the competition) confirmed that they had never seen a heat pump like that before. Maybe, just maybe, Tesla is just doing good technology and there is not a actually a huge conspiracy. That all said, I don't think you can value the stock based on them becoming a battery supplier or something stupid like that.

by ameen 6y ago

postingawayonhn 6y ago

They're building a pretty serious battery production line in Fremont [1]. I don't think they would be doing this if it was just some incremental battery cell improvement. It seems likely they do have some new chemistry or process. [1] https://m.youtube.com/watch?v=fgDDcbDtWlY https://m.youtube.com/watch?v=fgDDcbDtWlY

nickik 6y ago

> long term battery manufacturers are gonna come out with. Do you honestly believe that? Like how often do we need to see industries disrupted from outside. Tesla itself literally did this to the car industry, 'no way Tesla can innovate and beat GM'. Panasonic and LG is focused on making deals with lots of people and leveraging their technology to make lots of money. They haven't fundamentally innovated on Lithium Ion in quite a long time. The are totally entrenched and will make slight incremental tweaks to their chemistry. Tesla has been involved with battery technology for a long time and they know a huge amount about it. They basically wrote the book on how to do battery packs with Lithium Ion (people don't remember but putting together 1000s of cells back then was considered totally insane). The founders of half the battery startups once worked at Tesla. They are also the largest consumers of lithium ion cells in the world by far and have more date about their performance then anybody else by far. Tesla has multiple long term research agreements with some really good battery researchers, like Jeff Dahn and others. They have bought multiple companies that had interesting technology for battery or battery manufacturing. They have spent multiple 100M on this. They also have one or likely more pretty large pilot battery production lines. They will release their own battery/battery manufacturing line and it will be ahead of what the state of the art is. But I'm sure they spent all these many billions of $ and 5-10 years of research in order to do some news item twitter storm to booster their stock price in the short term. Does that honestly make sense to you as a strategy? > a few months ago it was how novel their heating was It is novel and its something that makes their cars more efficient. Its in every Model Y, you can open them up and see yourself if you don't believe that it exsits. And btw, the company that does the most teardowns (selling reports to the competition) confirmed that they had never seen a heat pump like that before. Maybe, just maybe, Tesla is just doing good technology and there is not a actually a huge conspiracy. That all said, I don't think you can value the stock based on them becoming a battery supplier or something stupid like that.