OT: Electric vehicles

mildone_rivals

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Dec 19, 2011
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Delivery #s drop when a company shuts down production lines for retooling for 2 months. New model 3 ring a bell? Model 3 sales will continue to grow in 24, and will surpass 23 deliveries . Model Y sales will be marginally higher as well. Still plenty of untapped markets for Tesla to expand and the 3 & Y are the best EV value propositions on the market.

S & X are irrelevant. In fact, I think the S & X will be discontinued sometime in the next 2 years. New Model 3 Performance will replace Model S. Model X is a production nightmare, and has Tesla's highest warranty claims on a per vehicle basis. Tesla would be better off with a lower cost, full size SUV with less bells and whistles... IMO.
Figures. The X is the one I most liked, appearance-wise and with its performance. But I agree that the X & S probably make the most sense to cut.
 

ashokan

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May 3, 2011
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China doing what they do - now to Musk.
China relied on Musk to set the foundations, train workers and managers, get production and supply chains polished - then ready the butt boot.

China bribes US to go EV despite having a crummy power supply, and then they corner market on supplies and manufacture - and make the move on US after slapping them down in China. China building 100s of fossil fuel plants to power their electric and US pays to get them to clean-up (Paris). US cultivates US market for China by helping China build in US with US aid. They club US like a baby seal. Corporations, pols, colleges on the take.


China's EV takeover​

Inside Beijing's grand plan to dominate the future of electric cars



America Wanted a Homegrown Solar Industry. China Is Building a Lot of It.​

China’s biggest solar companies are expanding in the U.S., where they will reap generous government aid​


 
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Jtung230

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Jun 30, 2005
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Had to drive my son to an activity this morning. It’s about 20 miles and I have the option of most highway or shorter local roads rout. On local roads, I got 2.4 kw/mile. Highway with speeds between 70 to 80 mph, it was 2.0 kw/mile. Almost a 20% reduction.
 

mdk02

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Aug 18, 2011
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China doing what they do - now to Musk.
China relied on Musk to set the foundations, train workers and managers, get production and supply chains polished - then ready the butt boot.

China bribes US to go EV despite having a crummy power supply, and then they corner market on supplies and manufacture - and make the move on US after slapping them down in China. China building 100s of fossil fuel plants to power their electric and US pays to get them to clean-up (Paris). US cultivates US market for China by helping China build in US with US aid. They club US like a baby seal. Corporations, pols, colleges on the take.


China's EV takeover​

Inside Beijing's grand plan to dominate the future of electric cars



America Wanted a Homegrown Solar Industry. China Is Building a Lot of It.​

China’s biggest solar companies are expanding in the U.S., where they will reap generous government aid​



Funny, nobody's throwing soup or glueing their feet to Chinese antiquities when they've probably added more coal plants in the last 5 years than the US has in the last 30.
 
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Dec 4, 2010
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Think you said that about the S and the numbers never really grew. Model Y is the same car as model 3 but with more space. It will continue to take buyers away from the 3. Tesla should scrap the 3 and lunch a more affordable model 2 in its place.
No. I've always maintained the S & X are largely irrelevant. They were critical to put the company on the map, and show the world what an EV can be. Now, with the 3&Y, the S&X are expensive flagship vehicles to showcase the company's technology. But, as far as accelerating the transition to sustainable energy, they don't move the needle.

Model 3 isn't going anywhere. Over 500k units annually and it's an amazing vehicle.

Tesla's next generation vehicle (not called model 2) will be revealed this year. Complete rewrite of how a vehicle is manufactured. Half the factory space, half the manufacturing time and cost. First units will be produced in Austin, followed by Giga Mexico, which should break ground within weeks.

 
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Jtung230

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No. I've always maintained the S & X are largely irrelevant. They were critical to put the company on the map, and show the world what an EV can be. Now, with the 3&Y, the S&X are expensive flagship vehicles to showcase the company's technology. But, as far as accelerating the transition to sustainable energy, they don't move the needle.

Model 3 isn't going anywhere. Over 500k units annually and it's an amazing vehicle.

Tesla's next generation vehicle (not called model 2) will be revealed this year. Complete rewrite of how a vehicle is manufactured. Half the factory space, half the manufacturing time and cost. First units will be produced in Austin, followed by Giga Mexico, which should break ground within weeks.


Tesla is always revolutionizing everything. It’s half of everything including their profit margins.
 

Knight Shift

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Had to drive my son to an activity this morning. It’s about 20 miles and I have the option of most highway or shorter local roads rout. On local roads, I got 2.4 kw/mile. Highway with speeds between 70 to 80 mph, it was 2.0 kw/mile. Almost a 20% reduction.
Regenerative braking.
 
Dec 4, 2010
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Tesla is always revolutionizing everything. It’s half of everything including their profit margins.
Toyota executives called the Model Y "A work of art". Look at the HVAC system of a Tesla vs any other EV. How about giga castings? Why do Teslas weigh 100s of lbs less that comparable EVs? You're sarcastic comment makes you look like a fool. You've been pretty much dead wrong on everything EV for 3 years. Keep on doubling down.
 

Jtung230

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Toyota executives called the Model Y "A work of art". Look at the HVAC system of a Tesla vs any other EV. How about giga castings? Why do Teslas weigh 100s of lbs less that comparable EVs? You're sarcastic comment makes you look like a fool. You've been pretty much dead wrong on everything EV for 3 years. Keep on doubling down.
I was right about margins will compress. That’s a big one right? I personally don’t like the styling of the Y but can’t dispute its success. But why would anyone buy a 3 when the Y is just as good with more room? I would think a minimalist interior would save some weight.

ETA I was also right that Tesla was overpriced. All the fan clubs are willing to pay up but the regular consumer ain’t that dumb.
 

mildone_rivals

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Had to drive my son to an activity this morning. It’s about 20 miles and I have the option of most highway or shorter local roads rout. On local roads, I got 2.4 kw/mile. Highway with speeds between 70 to 80 mph, it was 2.0 kw/mile. Almost a 20% reduction.
Backroads are more fun anyway?

Given no time constraints and the availability of well paved back roads with low traffic, I always choose back roads over highways. Of course, it's nice to have the choice and not have to decide between burning up way more battery or not.
 

Jtung230

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Backroads are more fun anyway?

Given no time constraints and the availability of well paved back roads with low traffic, I always choose back roads over highways. Of course, it's nice to have the choice and not have to decide between burning up way more battery or not.
Not in this part of NJ. 2 tiny lanes in each direction with no divider and shopping centers on both sides.
 

Knight Shift

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mildone_rivals

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With all the manufacturers starting to ease up on EV plans, along with some government discussion about pushing EV mandates off some, is Toyota starting to look potentially prescient here?
 
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Jtung230

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With all the manufacturers starting to ease up on EV plans, along with some government discussion about pushing EV mandates off some, is Toyota starting to look potentially prescient here?
Toyota was spot on with hybrids.
 

mildone_rivals

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Toyota was spot on with hybrids.
Looks that way, right? They were intentionally slow to join the mad rush to producing pure EVs. Which might have meant playing catch-up.

But instead of playing catch-up, their hesitancy may wind up saving them a ton of money. Meanwhile, everybody else is funding all the technical developments. Toyota might wind up timing things perfectly.

It's still early days, so we still have to wait and see. But with their history, I think it's pretty dumb to bet against Toyota.
 

RUAldo

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Looks that way, right? They were intentionally slow to join the mad rush to producing pure EVs. Which might have meant playing catch-up.

But instead of playing catch-up, their hesitancy may wind up saving them a ton of money. Meanwhile, everybody else is funding all the technical developments. Toyota might wind up timing things perfectly.

It's still early days, so we still have to wait and see. But with their history, I think it's pretty dumb to bet against Toyota.
As a relatively new owner of a hybrid, it just makes sense. My driving is either local or long distance. The local driving especially to and from work is covered by the 40-45 miles electric. The long distance I never need to worry and I still get good gas mileage and can always charge if I come across a station.
 

Jtung230

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Jun 30, 2005
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As a relatively new owner of a hybrid, it just makes sense. My driving is either local or long distance. The local driving especially to and from work is covered by the 40-45 miles electric. The long distance I never need to worry and I still get good gas mileage and can always charge if I come across a station.
What’s the gas only range?
 

mildone_rivals

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Dec 19, 2011
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As a relatively new owner of a hybrid, it just makes sense. My driving is either local or long distance. The local driving especially to and from work is covered by the 40-45 miles electric. The long distance I never need to worry and I still get good gas mileage and can always charge if I come across a station.
Yep.

And, for folks who just own a single car (e.g. lots of young folks just starting out), it seems like a perfect solution. It allows them to reduce gas use and emissions for the majority of their driving. But when they need to take a long trip, or if there's a long power outage w/no way to charge, they can engage the ICE. All in one vehicle.

It might even become the dominant path forward if the folks investing heavily into e-fuels can find ways to drive the costs of producing it down enough to replace fossil fuels. Emissions-free driving most of the time, but it's backed up by vastly cleaner burning fuels when needed.

The negatives are the greater complexities and costs associated with having two modes of propulsion. But I suspect that's a trade-off lots of people will make.
 

RUAldo

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What’s the gas only range?
Not exactly sure TBH. They market 58 mpg combined. It does recharge itself on highways but always hard to tell based on driving habits. My other car is a Bronco so anything is better than that.
 

ashokan

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May 3, 2011
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Apple cancels plans to build an electric car​


"Apple will wind down its team working on electric cars, called Special Projects Group, according to Bloomberg.

The news signals an end to Apple’s secretive effort to build a car to rival Tesla
. The program employed thousands of employees but never fit with Apple’s core business of electronics and online services, and raised questions about where Apple would turn for the manufacturing of a vehicle."

 

RUTGERS95

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Sep 28, 2005
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Funny, nobody's throwing soup or glueing their feet to Chinese antiquities when they've probably added more coal plants in the last 5 years than the US has in the last 30.
nope cause China would wisely let the guy who glued himself to the seat sit there indefinitely
 

fsg2_rivals

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Looks that way, right? They were intentionally slow to join the mad rush to producing pure EVs. Which might have meant playing catch-up.

But instead of playing catch-up, their hesitancy may wind up saving them a ton of money. Meanwhile, everybody else is funding all the technical developments. Toyota might wind up timing things perfectly.

It's still early days, so we still have to wait and see. But with their history, I think it's pretty dumb to bet against Toyota.

And now an engine that eats its own carbon:

 
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Caliknight

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It's a shame the government/car companies outlaw or buy up tech that already exists for those don't want to use petrol.

My buddy rigged his diesel Mercedes wagon to run off of used cooking oil. Used to get it from the sushi spot on the corner for free. He was doing them a favor. Dude never paid for gas.
 

ashokan

Heisman
May 3, 2011
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Looks that way, right? They were intentionally slow to join the mad rush to producing pure EVs. Which might have meant playing catch-up.

But instead of playing catch-up, their hesitancy may wind up saving them a ton of money. Meanwhile, everybody else is funding all the technical developments. Toyota might wind up timing things perfectly.

It's still early days, so we still have to wait and see. But with their history, I think it's pretty dumb to bet against Toyota.

For weeks the FBI and others have been warning about electrical and communications take-downs by China, hackers etc. Everyone knows the grids are practically unsecured and antiquated. Locally we get a storm and Con Ed cant find spare parts because they stopped making them in the 70s

I would like an electric car when feasible but the absolute insanity involved is unlike anything else I can think of. In NY they close power plants while promising "alternative sources" that never materialize. Then power supply wanes while prices "skyrocket." Then push half-baked cars on to that sketchy power situation expecting people to buy while gov agencies warn of attacks. Its crazy and its about money and power and CCP grift. The people. the environment etc. dont really matter - we just bacteria in a dish to them. Its genius that pols push a "crisis" response now for an imagined threat in 2075. They never have to show a result.
 
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For weeks the FBI and others have been warning about electrical and communications take-downs by China, hackers etc. Everyone knows the grids are practically unsecured and antiquated. Locally we get a storm and Con Ed cant find spare parts because they stopped making them in the 70s

I would like an electric car when feasible but the absolute insanity involved is unlike anything else I can think of. In NY they close power plants while promising "alternative sources" that never materialize. Then power supply wanes while prices "skyrocket." Then push half-baked cars on to that sketchy power situation expecting people to buy while gov agencies warn of attacks. Its crazy and its about money and power and CCP grift. The people. the environment etc. dont really matter - we just bacteria in a dish to them. Its genius that pols push a "crisis" response now for an imagined threat in 2075. They never have to show a result.

Fear. Must have more fear.

Meanwhile in the non-tinfoil hat world, EV’s accounted for 20% of vehicle sales.