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 […]
Tesla Blog Posts
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 […]
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 […]
Summary
54% Range Increase 56% $ / KWH Reduction 69% Reduction in Investment / GWH Well done Tesla. Well done.
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.
Path to Footprint Reduction and 7X Line Output
10X Reduction in footprint 10X Reduction in energy The Gigafactory Nevada has not seen expansion since about 2017. Now 3 years later we know that in the same space you can product 7X the number of cells. I don’t think they mean that they can do 7X the output in 1/10 the space, because that […]
