Tesla and Uber Unlikely to Survive (Vol. 2)

[TameBritishMuslim]

hyphen said:

TameBritishMuslim said:

Why didn't Hertz order 100k ICE vehicles for any other manufacturer? ...

I assume due to longest range and super charging network? If most are going to Uber or business travellers then range will be no 1 consideration along with fast charging.

The equivalent Audi's or Mercedes with their nicer styling and plusher interiors will also be more expensive to buy than a Model 3 and Hertz can probably charge more for a Tesla per day than a VW badged equivalent hence not going for an ID.X.

And as said by Tuna, Hertz are coming back from the brink and needed to make a statement, as they need to sign big contracts with businesses as their preferred supplier and need to show they are credible. Hence the 100,000 cars announcement.

Edited by hyphen on Saturday 30th October 13:47

And no one else can supply 100 to 200k EV anyway.

[TheRainMaker]

TameBritishMuslim said:

hyphen said:

TameBritishMuslim said:

Why didn't Hertz order 100k ICE vehicles for any other manufacturer? ...

I assume due to longest range and super charging network? If most are going to Uber or business travellers then range will be no 1 consideration along with fast charging.

The equivalent Audi's or Mercedes with their nicer styling and plusher interiors will also be more expensive to buy than a Model 3 and Hertz can probably charge more for a Tesla per day than a VW badged equivalent hence not going for an ID.X.

And as said by Tuna, Hertz are coming back from the brink and needed to make a statement, as they need to sign big contracts with businesses as their preferred supplier and need to show they are credible. Hence the 100,000 cars announcement.

Edited by hyphen on Saturday 30th October 13:47

And no one else can supply 100 to 200k EV anyway.

100-200K is a massive number, that is more than they will sell in the whole of Europe this year.

I'm guessing this will be split up over the next few years?

That is a massive jump in production,

[coetzeeh]

TameBritishMuslim said:

It will likely be producing cars next month.

No Tesla won't.

Tesla guidance (CFO) is that they hope to start production late December - and again CFO words - even if they do, the production will not contribute tot 2021 sales.

[TameBritishMuslim]

TheRainMaker said:

TameBritishMuslim said:

hyphen said:

TameBritishMuslim said:

Why didn't Hertz order 100k ICE vehicles for any other manufacturer? ...

I assume due to longest range and super charging network? If most are going to Uber or business travellers then range will be no 1 consideration along with fast charging.

The equivalent Audi's or Mercedes with their nicer styling and plusher interiors will also be more expensive to buy than a Model 3 and Hertz can probably charge more for a Tesla per day than a VW badged equivalent hence not going for an ID.X.

And as said by Tuna, Hertz are coming back from the brink and needed to make a statement, as they need to sign big contracts with businesses as their preferred supplier and need to show they are credible. Hence the 100,000 cars announcement.

Edited by hyphen on Saturday 30th October 13:47

And no one else can supply 100 to 200k EV anyway.

100-200K is a massive number, that is more than they will sell in the whole of Europe this year.

I'm guessing this will be split up over the next few years?

That is a massive jump in production,

Yes and Austin and Berlin will be online and beginning their ramp.

[TameBritishMuslim]

coetzeeh said:

TameBritishMuslim said:

It will likely be producing cars next month.

No Tesla won't.

Tesla guidance (CFO) is that they hope to start production late December - and again CFO words - even if they do, the production will not contribute tot 2021 sales.

At Gigafest, last week, Elon himself said that Tesla was aiming to start production at Gigafactory Berlin in November, however, impact on deliveries this quarter will be minimal if any - but it will set up for a smooth ramp in 2022.

[coetzeeh]

TameBritishMuslim said:

coetzeeh said:

TameBritishMuslim said:

It will likely be producing cars next month.

No Tesla won't.

Tesla guidance (CFO) is that they hope to start production late December - and again CFO words - even if they do, the production will not contribute tot 2021 sales.

At Gigafest, last week, Elon himself said that Tesla was aiming to start production at Gigafactory Berlin in November, however, impact on deliveries this quarter will be minimal if any - but it will set up for a smooth ramp in 2022.

Musk said Tesla aimed to start Berlin production in July. I'd be inclined to believe the CFO.

[TameBritishMuslim]

coetzeeh said:

TameBritishMuslim said:

coetzeeh said:

TameBritishMuslim said:

It will likely be producing cars next month.

No Tesla won't.

Tesla guidance (CFO) is that they hope to start production late December - and again CFO words - even if they do, the production will not contribute tot 2021 sales.

At Gigafest, last week, Elon himself said that Tesla was aiming to start production at Gigafactory Berlin in November, however, impact on deliveries this quarter will be minimal if any - but it will set up for a smooth ramp in 2022.

Musk said Tesla aimed to start Berlin production in July. I'd be inclined to believe the CFO.

Month here or there makes little difference in the grand scheme of two huge factory launches which will be ramping late Q2 onwards in 2022.

[RobDickinson]

There will be no customer cars out of Berlin or Austin this year, they may well start production in Nov/Dec but it'll be more like a warmup and shakedown.

Berlin hasnt gone as quick as hoped but tbh starting end of the year is quicker than expected given its Germany, they've really pushed the planning/consent system hard.

And congrats to everyone who hodl!

[hyphen]

TameBritishMuslim said:

Month here or there makes little difference in the grand scheme of two huge factory launches which will be ramping late Q2 onwards in 2022.

Making what? What's the split of model 3, y and the unicorn cybertrucks/lorries/sportscars/robots/others I have forgotten

[Burwood]

hyphen said:

TameBritishMuslim said:

Month here or there makes little difference in the grand scheme of two huge factory launches which will be ramping late Q2 onwards in 2022.

Making what? What's the split of model 3, y and the unicorn cybertrucks/lorries/sportscars/robots/others I have forgotten

And relax. . Why respond to anything posted by this ‘user’. I know even Rob doesn’t like it

[TameBritishMuslim]

hyphen said:

TameBritishMuslim said:

Month here or there makes little difference in the grand scheme of two huge factory launches which will be ramping late Q2 onwards in 2022.

Making what? What's the split of model 3, y and the unicorn cybertrucks/lorries/sportscars/robots/others I have forgotten

Read their end of quarter report, mostly in there.

[TameBritishMuslim]

Smiljan said:

Recall coming?

https://www.drive.com.au/news/steering-wheel-falls...

It's getting beyond the joke now and I thought the Chinese Teslas were the better ones - no bolt holding on the steering wheel

2822 vehicles for a front suspension lateral link fastener not being secured to the correct spec.

Hyundai recently recalled 1000 vehicles for exploding seat belt tensioners; Ford is recalling over 47,000 vehicles for seatbelt issues, Polestar/Geely/Volvo are recalling the majority of its Polestar 2 models sold globally to replace faulty battery inverters and Chevy is recalling how many EV Bolts due to battery fires and other issues?

Edited by TameBritishMuslim on Sunday 31st October 10:36

[hyphen]

TameBritishMuslim said:

Read their end of quarter report, mostly in there.

But I'm not a (direct) shareholder and not planning to be so not productive to dig through the PR fluffed report.

Can't you just tell me

[TameBritishMuslim]

hyphen said:

TameBritishMuslim said:

Read their end of quarter report, mostly in there.

But I'm not a (direct) shareholder..

Oh? Nevermind

[hyphen]

Burwood said:

hyphen said:

TameBritishMuslim said:

Month here or there makes little difference in the grand scheme of two huge factory launches which will be ramping late Q2 onwards in 2022.

Making what? What's the split of model 3, y and the unicorn cybertrucks/lorries/sportscars/robots/others I have forgotten

And relax. . Why respond to anything posted by this ‘user’. I know even Rob doesn’t like it

I should have listened to you

[coetzeeh]

Short delivery wait times for UK/European Tesla buyers.

In some cases orders placed in October, deliveries in November.

https://teslamotorsclub.com/tmc/threads/2021-shipp...

[gangzoom]

Some Tesla Supercharger sites are about open to ALL CCS EVs in Holland.

Great to see this finally happening, not great for Tesla owners who will moan, but for EV adoption its whats needed. If it helps more SC sites to be installed even better.

[N0ddie]

coetzeeh said:

Short delivery wait times for UK/European Tesla buyers.

In some cases orders placed in October, deliveries in November.

https://teslamotorsclub.com/tmc/threads/2021-shipp...

This is pretty standard tbf. As Tesla don't build to order it is possible to be matched to a car that's already been built. Picking a common spec is the most sensible way to get one fairly quickly.

On the other hand. If you buy a "boutique" spec you could be waiting a long time.

[gangzoom]

NL non-Tesla SC pricing is out, essentially a copy of Ionity. Am pretty sure we'll see this rolled out quickly across the SC network, most SCs are sitting idle most of the time, this will allow Tesla to really tap into the revenue on offer.

https://twitter.com/i/web/status/14551611608362598...

[ZesPak]

N0ddie said:

This is pretty standard tbf. As Tesla don't build to order it is possible to be matched to a car that's already been built. Picking a common spec is the most sensible way to get one fairly quickly.

On the other hand. If you buy a "boutique" spec you could be waiting a long time.

There really isn't much too it though.

Looking at the model 3:
3 types (SR,LR,P)
5 exterior colours
2 interior colours

So you've got effectively 30 different specs rolling off the line. If distribution was even, they can have over 100 of each spec on a boat.
Now Tesla has order matrices in which they "know" how many to build of each spec based on order history.

It's just a bit "luck of the draw" whether it's already here or on it's way.
It's where their "all are full option" pays off, as well as for example having heated rear seats being a software option (iirc they don't do that anymore).