nickik

27 ms·

211.
by nickik 5y ago
One side of the factory is for the Model Y. The other larger side is for the Cybertruck. That is a huge space. Semi might be in Austin but likely not in the current building.
212.
by nickik 5y ago
Telsa knew very well about the Wasserschutzgebiet. The additional measures you have to take is not actually that relevant or expensive. The location they ended up with, was suggested by the government of Brandenburg. It was one of a few loc
213.
by nickik 5y ago
> The Cybertruck is going to flop, after it initially sells well. Ford and the other traditional truck manufacturers will dominate electric trucks, because they're going to sell their customers the trucks those customers actually wa
214.
by nickik 5y ago
No it isn't. Look at year over year. They have massive demand they can't deliver. Quarter over Quarter grid storage is very depended on when project finish. > Battery storage is a competitive, commodity business. No isn't.
215.
by nickik 5y ago
The operating margin is 11% very high up their in the industry. Automotive margin is 25% and that is also very good. Energy and Solar margin are much worse but at least not negative anymore. This is a fast growing market and nobody else in
216.
by nickik 5y ago
What you are missing is that a $25K would be quite a bit smaller then the Model 3, just as the Model 3 is quite a bit smaller then the Model S. The advantage there will come from a number of places over the current Model 3. Structural batte
217.
by nickik 5y ago
Fast Charging of current fast charger is already plenty fast. And next generation that is already being deployed is even faster. Before Hydrogen vehicles could reach even 0.1% market share that advantage will be gone. And it totally ignores
218.
by nickik 5y ago
> Even the newest Tesla Model S Plaid on the fastest supercharger takes 52 minutes to go from 5% to 95% The thing is, you don't actually do that in practice. Go and actually listen to the insideev podcast. The Tesla will tell you wh
219.
by nickik 5y ago
> I would never buy a Tesla because I see better options in the EV space Tesla might not be your taste, but every test and comparison shows that Tesla is at the top or at least incredible competitive. > To me that's always been t
220.
by nickik 5y ago
> The key difference between Toyota's approach and Tesla's was simple: Tesla built out their own charging infrastructure. No it isn't. The key difference is that Telsa picked the right technology and Toyota didn't. Te
221.
by nickik 5y ago
Quietly? They have been pushing hard and publically for years and years all over the world. Toyota has been the most anti-EV car company. They call their hybrids 'self-charging electric' vehicles.
222.
by nickik 5y ago
> And seeing the case of Tesla factory, it's not so easy and fast. Its not actually delayed much. The incredibly optimistic plan was to be ready in September, but that was Elon Time. So far the bureaucracy has not really held them b
223.
by nickik 5y ago
What problem? What could they have avoid if they had asked experts? I have been following the process in a lot of detail, as I speak German. I have no idea what you are referring to.
224.
by nickik 5y ago
> we're Tesla so they'll create all kinds of exceptions for us if we pay the right politicians Based on what? Tesla makes extensive use of an existing capability to move on development with per-approval. They have not received
225.
by nickik 5y ago
BlueOrigin was a still a glorified thinktank when SpaceX launched its first Orbital rocket.
226.
by nickik 5y ago
You can buy such chargers already and in future Tesla could easily offer official once. There is no issue in principle with fast charging a Tesla with a CCS charger.
227.
by nickik 5y ago
When you mostly charge at home and mostly use supercharger on the roads its really no issue. If your really go to a place where there is no Supercharger and only a CCS, adopters exists and Tesla could easly sell them. Btw, what you miss is
228.
by nickik 5y ago
Go listen to the experience reports from the insideev podcast. Yes the Tesla charger can get stuck, but overall the quality and reliability is far better then the competition. They report far more problems with the CCS plugs. The reason you
229.
by nickik 5y ago
China is far more un-standardized then the US. In the US you have Tesla and CCS. CHAdeMO still exists but it will vanish soon, as almost no new car uses it.
230.
by nickik 5y ago
CCS or not is not the question. You can still limit it with software. Eventually it makes sense probably but as of now in the US, many people still recommend Tesla if you are doing road-trips. Its still a competitive advantage. Eventually t
231.
by nickik 5y ago
I disagree. Once we have electric airplanes with lots of point to point connection, it will be both faster and cheaper. These should be coming on in the next 2 decades and that the minimum time it would take to build such a system. Its a gi
232.
by nickik 5y ago
More like after the propaganda of the Nazis about what the Autobahn was.
233.
by nickik 5y ago
Its the same with pilots. Early on only pilots flew at all. Currently anybody who crosses a certain line is considered an astronaut. There will be some shakeup in the is there clearly is a different between the type of astronaut that is tra
234.
by nickik 5y ago
NASA uses Model X to transport astronauts to the launch tower. And Amazon invested in Rivian so Bezos wants to feature that.
235.
by nickik 5y ago
> With space flight there is no B to go to. That not the case. Suborbital space flight of the model BO or Virgin do is, but that simply not generally true.
236.
by nickik 5y ago
NASA could have done this long ago. And had test project that proved as much. Suborbital human flight is just not very interesting for anything other then tourism.
237.
by nickik 5y ago
By far small enough that you could easily protect it if need be.
238.
by nickik 5y ago
> What's the cost of the entire lifecycle? Mining/extraction, carbon emissions, recycling (or not), etc. It is not very high. Specially now that there is series effort going into lithium production and the whole supply chain of
239.
by nickik 5y ago
This is not true. It just requires rethinking the whole design of a plane. Density of energy is not everything. Batteries for example can be made structural, so they actually replace part of the weight of a plane, while kerosene has to be c
240.
by nickik 5y ago
Because making it work is difficult and energy density is worse. But sodium-ion will eventually be part of the story. However it will not be 'switching' both will need to be growing fast at the same time.

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