TXDirt wrote:
Won’t matter until price of these vehicles comes down. I’m a big Tesla fan but also realistic. Toyota builds in a month what ...more
TXDirt wrote:
Won’t matter until price of these vehicles comes down. I’m a big Tesla fan but also realistic. Toyota builds in a month what Tesla outputs in two years from a production standpoint.
The market for E vehicles isn’t there because the costs are too high currently. Tesla doesn’t even own the IP to the batter technology. It’s owned by Panasonic and Tesla licenses it.
Once costs come down, technology improves, companies like Toyota, Ford, GM, VW, etc will be in the game.
They opened a Tesla store near where I work. It’s usually empty.
I would love a Tesla. Too pricey right now for most folks. And they need to produce/sale cars that match their insane over valued stock price.
I think the battery tech is a bit more connected than Tesla simply purchasing a license to use it. They develop the tech with Panasonic for proprietary use, and Panasonic owns a portion of Tesla as well. Panasonic builds Tesla's proprietary batteries at Tesla's facility, so it'd almost be closer to say that Tesla hires Panasonic as a subcontractor to come in and produce products that Tesla designs. Obviously they are a bit more intertwined than that, but Tesla seems to hold the patents on their battery developments, so it's kind of close.
Right now it actually sounds like the big bottleneck is occurring on the Panasonic side of things. Reports say that Panasonic is not able to produce the battery packs as consistently as needed for the Model 3 to fully ramp up production levels. This has lead to big costs on the structure lines without the revenues from sales of the cars.
If the battery production issues get sorted, their cash flow issues improve dramatically.
As cool as the new Roadster, the semi truck, or even the P100D is, it's going to be the lowest cost Tesla that makes or breaks them. If they can start fulfilling the orders for the 3, their stock chart will look like a successful launch trajectory from one of the Space X rockets..........