Blog Posts

October 1st, 2020
  • Tesla

Tesla Loses Money on Every Car They Sell

No they don’t. Where did this argument come from? Well, you have to look at the company’s balance sheet. Then you have to explicitly ignore the line item “Automotive gross margin”. Gross margin is a company’s net sales revenue minus its cost of goods sold (COGS). In other words, it is the sales revenue a company […]

September 29th, 2020
  • Disruption
  • Electric Vehicles
  • Tesla

Driving.ca David Booth Doesn’t Know Much About Tesla

Motor Mouth: Tesla’s real business model needs a reality check David Booth is a nincompoop. He attempts to spread fear and uncertainty with unsubstantiated claims. He neglects to do simple math and makes worst case assumptions at every turn. First David, to answer your question “did we ever see that $35,000 Tesla Model 3 we […]

September 28th, 2020
  • Batteries
  • Electric Vehicles

NIO Swappable Battery – Good Idea?

September 28th, 2020
  • Uncategorised

Dev CEO’s

It's not an accident that Elon, Zuck, Bezos, Gates, Sergi, Larry Page & Elison are all developers. When a Dev runs the co. they tend to have a great handle on where things are, and when things can be achieved. The further away you move from that, the more *hope* plays a factor. — DevElevation […]

September 23rd, 2020
  • Batteries
  • Tesla
  • Uncategorised

Tesla Batteries – The Ramp Has Begun

Concerned by Elon’s statements that batteries will take 2 years to see good ramp? Don’t be. If batteries were in final stages of optimization, then Tesla still wouldn’t be able to drop them in to all the Gigafactories. The original thought behind Gigafactory 1 Nevada was to make it enormous to produce more batteries than […]

September 22nd, 2020
  • Batteries
  • Tesla

Summary

54% Range Increase 56% $ / KWH Reduction 69% Reduction in Investment / GWH Well done Tesla. Well done.

September 22nd, 2020
  • Batteries
  • Tesla

Cell to Body

Improved mass, increased range, improved structural performance and by aligning the centre of gravity to the middle of the vehicle, there should be noticeably better handling.

September 22nd, 2020
  • Batteries
  • Tesla

1 TWh in Less Space

September 22nd, 2020
  • Batteries
  • Tesla

Formation


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