Tesla and Uber Unlikely to Survive (Vol. 2)

[Some Gump]

jamoor said:

I don’t know why anyone would want more Nando’s after eating at Nandos

Ftfy

Bloody horrible stuff!

[RobDickinson]

Looks like the competition is having more problems..

https://mobile.reuters.com/article/amp/idUSKBN1ZM1...

[RobDickinson]

>Daimler's works council chief Michael Brecht told Manager Magazin that one of the reasons the company is struggling to meet battery demand is because Tesla bought Grohmann Engineering, a battery automation specialist hired by Mercedes-Benz to build up its own battery manufacturing capacity. ($1 = 0.9014 euros) (Reporting by Edward Taylor)

[Tuna]

https://www.pistonheads.com/regulars/ph-italian-ca...

The market is only going to get more interesting.

[Kolbenkopp]

Tuna said:

https://www.pistonheads.com/regulars/ph-italian-ca...

The market is only going to get more interesting.

Yep! The thought of driving a GT without the, let's say challenging, maintenance costs has some appeal. Seems logical to launch EVs in the upper end of the market as well, small volume high margin.

Anybody more info on the EV bits they are using?

[citizensm1th]

this thread is the automotive version of the euro thread and just about as amusing.

the question is which thread will last longer?

[hyphen]

citizensm1th said:

this thread is the automotive version of the euro thread

As both are propped up by politicians?

[citizensm1th]

hyphen said:

citizensm1th said:

this thread is the automotive version of the euro thread

As both are propped up by politicians?

no as in both are PH predictions that go on and on and on while the subjects of the prediction defy the PH consensus.

[jamoor]

RobDickinson said:

>Daimler's works council chief Michael Brecht told Manager Magazin that one of the reasons the company is struggling to meet battery demand is because Tesla bought Grohmann Engineering, a battery automation specialist hired by Mercedes-Benz to build up its own battery manufacturing capacity. ($1 = 0.9014 euros) (Reporting by Edward Taylor)

I guess this is why Tesla invested their money in a battery making factory so they could supply their own demand as the capacity simply isn’t there

[hyphen]

What's all this talk about Battery genius Tesla : confused:

Tesla in the USA make batteries with Panasonic, the relationship is not so good between the two and Tesla blamed Panasonic for not supplying sufficient quantities. Panasonic exclusively supplied Tesla a while, but are free to suppliy anyone?

For the china plant, Tesla is working with local battery manufacturers.

So if Tesla is being supplied batteries, why the hell would others buy from Tesla, they will go straight to the sources.

Untill new battery tech like Solid State actually is viable, no one has an advantage do they??l

This is just Daimler using every excuse they can find to say why they are missing their targets. They could have bought this company themselves and outbid Tesla had it been critical.

Edited by hyphen on Thursday 23 January 21:16

[RobDickinson]

^ in fantasy land sure

[hyphen]

RobDickinson said:

^ in fantasy land sure

New Zealand is the no 1 destination for fantasy drama movies to be filmed, as extras like you are aplenty

Back in your cave Gollum.

[Some Gump]

Hyphen give it a fking rest will you?

[hyphen]

Is what I said about Tesla's battery production capabilities incorrect?

Have they not signed delays with CATL, LG Chem and still being supplied by Panasonic.

Rob has a history of disagreeing without disproving...

[RobDickinson]

hyphen said:

What's all this talk about Battery genius Tesla : confused:

tesla has battery patents, maxwell tech and their own battery research division headed by one of the worlds leading experts.

hyphen said:

Tesla in the USA make batteries with Panasonic, the relationship is not so good between the two and Tesla blamed Panasonic for not supplying sufficient quantities. Panasonic exclusively supplied Tesla a while, but are free to suppliy anyone?

The relationship is fine, Panasonic were upset they couldnt meet their promises quickly enough but now have and are expanding production to 54GWh.

hyphen said:

For the china plant, Tesla is working with local battery manufacturers.

Yes, yes they are, CATL and LG Chem, also building a new battery/cell factory. not sure of your point.

hyphen said:

So if Tesla is being supplied batteries, why the hell would others buy from Tesla, they will go straight to the sources

Because the Panasonic cells are a joint IP venture, Panasonic cant sell them to anyone else. Tesla isnt offering anyone else cells though so no idea what you are talking about here.

hyphen said:

Untill new battery tech like Solid State actually is viable, no one has an advantage do they??l

Tesla has a huge advantage in current cell technology, more cycles, more energy density less cobalt. Thats without rolling in maxwell dry electrode tech or any of Dahn's research etc.

hyphen said:

This is just Daimler using every excuse they can find to say why they are missing their targets. They could have bought this company themselves and outbid Tesla had it been critical.

Could have should have, slept, lost out.Too slow.

Tesla will at some point soon start making their own cells using maxwell production techniques,battery investor day will be in a few months perhaps watch it and learn something?

Edited by RobDickinson on Friday 24th January 00:18

[RobDickinson]

hyphen said:

Rob has a history of disagreeing without disproving...

You have a history of spouting absolute meaningless bks

[Gandahar]

RobDickinson said:

hyphen said:

What's all this talk about Battery genius Tesla : confused:

tesla has battery patents, maxwell tech and their own battery research division headed by one of the worlds leading experts.

hyphen said:

Tesla in the USA make batteries with Panasonic, the relationship is not so good between the two and Tesla blamed Panasonic for not supplying sufficient quantities. Panasonic exclusively supplied Tesla a while, but are free to suppliy anyone?

The relationship is fine, Panasonic were upset they couldnt meet their promises quickly enough but now have and are expanding production to 54GWh.

hyphen said:

For the china plant, Tesla is working with local battery manufacturers.

Yes, yes they are, CATL and LG Chem, also building a new battery/cell factory. not sure of your point.

hyphen said:

So if Tesla is being supplied batteries, why the hell would others buy from Tesla, they will go straight to the sources

Because the Panasonic cells are a joint IP venture, Panasonic cant sell them to anyone else. Tesla isnt offering anyone else cells though so no idea what you are talking about here.

hyphen said:

Untill new battery tech like Solid State actually is viable, no one has an advantage do they??l

Tesla has a huge advantage in current cell technology, more cycles, more energy density less cobalt. Thats without rolling in maxwell dry electrode tech or any of Dahn's research etc.

hyphen said:

This is just Daimler using every excuse they can find to say why they are missing their targets. They could have bought this company themselves and outbid Tesla had it been critical.

Could have should have, slept, lost out.Too slow.

Tesla will at some point soon start making their own cells using maxwell production techniques,battery investor day will be in a few months perhaps watch it and learn something?

Edited by RobDickinson on Friday 24th January 00:18

I think this is an excellent post by Rob on the current advantage Tesla has. It's a great summary.


However, sometimes having your won integrated technology , ie vertical integration, where you own the supply chain, can be roses today but then deadly nightshade the next if technology moves on.

I'll give a counter point....

Tesla own all their battery tech and make hay whilst the sun shines. Other people scrabble around.

The other folk find a new battery manufacturer that can do solid state or some other tech. They quickly change over. They don't have any capital expenditure based on the old tech as not vertically integrated.

I don't know if that will ever happen, but technology always has a way of biting you on the ass, especially if it is the new frontier... as is battery technology in Jan 2020.

[Gandahar]

RobDickinson said:

hyphen said:

Rob has a history of disagreeing without disproving...

You have a history of spouting absolute meaningless bks

And .............

















that's not as thoughtful as the post before.....


This is a kettle being thrown in a glasshouse full of pot.....which is black.

[jamoor]

Gandahar said:

I think this is an excellent post by Rob on the current advantage Tesla has. It's a great summary.


However, sometimes having your won integrated technology , ie vertical integration, where you own the supply chain, can be roses today but then deadly nightshade the next if technology moves on.

I'll give a counter point....

Tesla own all their battery tech and make hay whilst the sun shines. Other people scrabble around.

The other folk find a new battery manufacturer that can do solid state or some other tech. They quickly change over. They don't have any capital expenditure based on the old tech as not vertically integrated.

I don't know if that will ever happen, but technology always has a way of biting you on the ass, especially if it is the new frontier... as is battery technology in Jan 2020.

Funnily enough this has exactly happened to legacy car manufacturers.

They have a large amount of capex on ICE cars/factories that they aren't sure if they should abandon.

[Gandahar]

jamoor said:

Gandahar said:

I think this is an excellent post by Rob on the current advantage Tesla has. It's a great summary.


However, sometimes having your won integrated technology , ie vertical integration, where you own the supply chain, can be roses today but then deadly nightshade the next if technology moves on.

I'll give a counter point....

Tesla own all their battery tech and make hay whilst the sun shines. Other people scrabble around.

The other folk find a new battery manufacturer that can do solid state or some other tech. They quickly change over. They don't have any capital expenditure based on the old tech as not vertically integrated.

I don't know if that will ever happen, but technology always has a way of biting you on the ass, especially if it is the new frontier... as is battery technology in Jan 2020.

Funnily enough this has exactly happened to legacy car manufacturers.

They have a large amount of capex on ICE cars/factories that they aren't sure if they should abandon.

Nothings happened to the legacy car manufacturer's in that regard , stop scaremongering / making things up.


We are talking components here that goes into a car, not the bloody factories ,

Stop changing the subject, very bigly it seems,,......................