Open Side Menu Go to the Top
Register
TSLA showing cracks? TSLA showing cracks?

07-15-2020 , 02:35 PM
it's right here in this thread, few posts up.
but i'm not arguing.
tesla is all you want it to be and so much more.
TSLA showing cracks? Quote
07-15-2020 , 02:41 PM
Quote:
Originally Posted by t3hbandit
What evidence do you have for this?



The issue was with the ability of those companies to scale up to the type of numbers Tesla needs in the future. Calling them out worked since they soon after signed a deal which includes minimum production obligations.

Secondly there is much more that goes into a battery than just the longevity such as costs per KW/H/ energy density/power output/charge rate etc

Tesla already has a million mile battery so no it doesn't belong to CATL and if someone has a MMB with a higher cost per KW/H, lower power output and slower charge then it's simply not the same thing. Those are only a few of the factors that go into producing the most efficient batteries and Tesla leads in all of them. You seem to think life cycle is the be all and end all, it's not.
Tesla doesn't already have a million mile battery. They are in joint development with CATL and its "planned" to be released sometime this year. Tesla makes battery modules and battery packs. They don't do anything with cells, which is the main component of a batter. The rest is peripheral.

Pretty much everything you've said has been ocmpletely wrong, which is standard for a Tesla long. Its not your fault. How are you supposed to know fact from fiction when you take Elon at his word constantly and never look into anything yourself
TSLA showing cracks? Quote
07-15-2020 , 02:41 PM
Quote:
Originally Posted by t3hbandit
What evidence do you have for this?
Are you joking?

https://www.cnet.com/roadshow/news/s...-waymo-cruise/

https://www.bloomberg.com/features/2...ving-car-race/
TSLA showing cracks? Quote
07-15-2020 , 03:12 PM
Quote:
Originally Posted by coordi
Tesla doesn't already have a million mile battery. They are in joint development with CATL and its "planned" to be released sometime this year. Tesla makes battery modules and battery packs. They don't do anything with cells, which is the main component of a batter. The rest is peripheral.

Pretty much everything you've said has been ocmpletely wrong, which is standard for a Tesla long. Its not your fault. How are you supposed to know fact from fiction when you take Elon at his word constantly and never look into anything yourself
The Tesla powerwall from 2016 has a 10 year warranty with unlimited cycles. Use that daily and you get to 1m miles, so they do have a million mile battery and have had it for a long time.

As for bolded: https://www.tesmanian.com/blogs/tesm...less-electrode

https://www.forbes.com/sites/arielco.../#6deb35d633e3

https://electrek.co/2020/07/09/tesla...-free-battery/

There's also going to be a tour of the the Tesla cell production facility in a matter of weeks, but yeah "don't do anything with cells"


Pretty much everything you've said has been completely wrong, which is standard for a Tesla short. Its not your fault. How are you supposed to know fact from fiction when your irrational hatred of Elon and confirmation bias means you never look into anything yourself.
TSLA showing cracks? Quote
07-15-2020 , 03:20 PM
Maybe they have some patents, and a deal with Panasonic, but they make Panasonic batteries at the Gigafactory. Its just a joint venture
TSLA showing cracks? Quote
07-15-2020 , 03:38 PM
Quote:
Originally Posted by coordi
Maybe they have some patents, and a deal with Panasonic, but they make Panasonic batteries at the Gigafactory. Its just a joint venture
Why would they be filing independent patents and creating a new cell production system if they were just making panasonic batteries?

Would you like to make a wager that the cell production system isn't them installing the panasonic system?
TSLA showing cracks? Quote
07-15-2020 , 03:39 PM
nice patent here, plan for a giga-super-tera-factory there and then another interview and maybe a nice tweet. and all those blogs and news sites, 10 tesla news every single day. just amazing what they are doing.

then they go and buy their batteries from catl.

but their own is right around the corner, actually they already have it, surely, they just don't use it. just like level 5 autonomy. coming very soon since 2014. that 2016 autonomous cross country ride? might be happening tomorrow. maybe not tomorrow, but very soon. and those solar roofs, 1000 a week, every week, from december 2019 on.

Last edited by BooLoo; 07-15-2020 at 03:46 PM.
TSLA showing cracks? Quote
07-15-2020 , 03:39 PM
Interesting read about Telsa and the s&P 500


https://fortune.com/2020/07/14/tesla...x-stock-added/
TSLA showing cracks? Quote
07-15-2020 , 03:45 PM
Quote:
Originally Posted by BooLoo
it's right here in this thread, few posts up.
but i'm not arguing.
tesla is all you want it to be and so much more.
Gets asked a question on how it's possible for Tesla to outperform competitors if they simply buy batteries from a 3rd party and responds with "i'm not here to argue" (because you don't have an argument) then a few minutes later comes back with....

Quote:
Originally Posted by BooLoo
nice patent here, plan for a giga-super-tera-factory there and then another interview and a maybe a nice tweet. and all those blogs and news sites, 10 tesla news every single day. just amazing what they are doing.

then they go and buy their batteries from catl.

but their own is right around the corner, actually they already have it, surely, they just don't use it. just like level 5 autonomy. coming very soon since 2014. and those solar roofs, 1000 a week, every week, from december 2019 on.
Wager is on the table for you too bud, money where your mouth is let's see it.
TSLA showing cracks? Quote
07-15-2020 , 03:45 PM
Quote:
Originally Posted by t3hbandit
Why would they be filing independent patents and creating a new cell production system if they were just making panasonic batteries?

Would you like to make a wager that the cell production system isn't them installing the panasonic system?
I'll save you some money. Tesla and Panasonic just signed a new contract in June for Panasonic to continue supplying battery cells at the Gigafactory

edit: Lol, money where your mouth is. Okay, I bet you the price of FSD that you are wrong

Since you are so confident, bets on the table, I accept and we are booked.

https://electrek.co/2020/06/17/tesla...%20the%20world.

Quote:
Tesla has reached a new three-year deal with Panasonic for battery supply from Gigafactory Nevada
I'll give you my payment info in PM
TSLA showing cracks? Quote
07-15-2020 , 03:52 PM
Quote:
Originally Posted by t3hbandit
Gets asked a question on how it's possible for Tesla to outperform competitors if they simply buy batteries from a 3rd party and responds with "i'm not here to argue" (because you don't have an argument) then a few minutes later comes back with....



Wager is on the table for you too bud, money where your mouth is let's see it.
na, i'm good. i'll make my money when this comes crashing down.
TSLA showing cracks? Quote
07-15-2020 , 04:01 PM
Quote:
Originally Posted by coordi
I'll save you some money. Tesla and Panasonic just signed a new contract in June for Panasonic to continue supplying battery cells at the Gigafactory

edit: Lol, money where your mouth is. Okay, I bet you the price of FSD that you are wrong

Since you are so confident, bets on the table, I accept and we are booked.

https://electrek.co/2020/06/17/tesla...%20the%20world.



I'll give you my payment info in PM

Might want to read your own article there.

https://electrek.co/2019/10/09/tesla...own-batteries/

You claimed Tesla had nothing to do with battery cell production, I am giving you demonstrable evidence they are producing their own batteries while still buying as many cells as they possibly can from Panasonic and CATL in order to meet demand. Tesla continuing to buy batteries from panasonic has zero to do with the argument you attempted to make which is that they had nothing to do with cell production. Not only are the producing their own cells but they have their own system for doing so.
TSLA showing cracks? Quote
07-15-2020 , 04:02 PM
Quote:
Originally Posted by BooLoo
na, i'm good. i'll make my money when this comes crashing down.
if there's one things you shorts have been doing it's making money on Tesla
TSLA showing cracks? Quote
07-15-2020 , 04:03 PM
Quote:
Originally Posted by t3hbandit
Might want to read your own article there.

https://electrek.co/2019/10/09/tesla...own-batteries/

You claimed Tesla had nothing to do with battery cell production, I am giving you demonstrable evidence they are producing their own batteries while still buying as many cells as they possibly can from Panasonic and CATL in order to meet demand. Tesla continuing to buy batteries from panasonic has zero to do with the argument you attempted to make which is that they had nothing to do with cell production. Not only are the producing their own cells but they have their own system for doing so.
No, this was the wager you made

Quote:
Would you like to make a wager that the cell production system isn't them installing the panasonic system?
They literally just re-upped their deal to produce and install panasonic cell systems. You can't move the goal post now bud. Pay up

Quote:
neral Terms and Conditions entered into between Tesla and Panasonic on October 1, 2014, as amended, which governs certain agreements for Panasonic to manufacture lithium-ion battery cells for Tesla at Gigafactory Nevada.
TSLA showing cracks? Quote
07-15-2020 , 04:07 PM
I think it is > 95% that Tesla are producing their own cells/packs aka “Project Roadrunner” at Kato Road in Freemont and are looking to scale this and the plan will be revealed at battery day. And they also plan to buy large amount of cells from CATL, Panasonic and LG while they scale their own production, or at least share their technology with these companies in some way.
TSLA showing cracks? Quote
07-15-2020 , 04:10 PM
i'm quite happy on the sidelines. there'll be plenty of time to get a trade in once it happens.
TSLA showing cracks? Quote
07-15-2020 , 04:16 PM
Quote:
Originally Posted by coordi
No, this was the wager you made



They literally just re-upped their deal to produce and install panasonic cell systems. You can't move the goal post now bud. Pay up
Funny how you leave out the context in which you claimed Tesla had "nothing to do with cell production" and when that was exposed as false became

Quote:
Originally Posted by coordi
Maybe they have some patents, and a deal with Panasonic, but they make Panasonic batteries at the Gigafactory. Its just a joint venture
They don't just make panasonic batteries, they make panasonic batteries along with making their own. Hence why they have a new and independent cell production system.

So your original point of "Tesla have nothing to do with cell production" is completely false.
TSLA showing cracks? Quote
07-15-2020 , 04:17 PM
Quote:
Originally Posted by t3hbandit
Might want to read your own article there.

https://electrek.co/2019/10/09/tesla...own-batteries/

You claimed Tesla had nothing to do with battery cell production, I am giving you demonstrable evidence they are producing their own batteries while still buying as many cells as they possibly can from Panasonic and CATL in order to meet demand. Tesla continuing to buy batteries from panasonic has zero to do with the argument you attempted to make which is that they had nothing to do with cell production. Not only are the producing their own cells but they have their own system for doing so.
There is literally 0 concrete evidence that Tesla has produced one single battery on its own. Literally 0. Find me the evidence because the article you linked says they turn Panasonic cells into batteries.

Like, there was clearly a leak towards the end of June about secret Tesla labs where they are producing batteries, but its a bunch of blog boi bullshit with nothing concrete.
TSLA showing cracks? Quote
07-15-2020 , 04:19 PM
Quote:
Originally Posted by t3hbandit
Funny how you leave out the context in which you claimed Tesla had "nothing to do with cell production" and when that was exposed as false became



They don't just make panasonic batteries, they make panasonic batteries along with making their own. Hence why they have a new and independent cell production system.

So your original point of "Tesla have nothing to do with cell production" is completely false.
Where does any article say they are producing their own cells

Where does any article say that Tesla is making batteries on their own?

A week ago they were "looking" to produce their own batteries

https://www.thomasnet.com/insights/t...in-california/

Last edited by coordi; 07-15-2020 at 04:25 PM.
TSLA showing cracks? Quote
07-15-2020 , 04:24 PM
either elon's been hacked or he's giving away free bitcoins right now.

either way, that's the type of guy i want at the top of my $300b company.

/edit: tweet's gone, we might never know.
TSLA showing cracks? Quote
07-15-2020 , 05:21 PM
Quote:
Originally Posted by heltok
I think it is > 95% that Tesla are producing their own cells/packs aka “Project Roadrunner” at Kato Road in Freemont and are looking to scale this and the plan will be revealed at battery day. And they also plan to buy large amount of cells from CATL, Panasonic and LG while they scale their own production, or at least share their technology with these companies in some way.
This is correct, but wasn't at all what we were talking about. Or of bandit was talking about this, then its a strange direction to take the discussion. Having some skunkworks batteries, and plans isn't actual production and use.

The whole argument started when I said that Tesla doesn't currently have a million mile battery, to which bandit responded about the Powerwall, which isn't a car battery, so it was a stupid response that I ignored.

Then he starts talking about the skunkworks facility like its making production batteries and isn't just an R&D facility, and starts making bets about their current production capabilities, which are thoroughly documented.

So yeah, I'm not going to hold him to the bet that he made, but he should probably stop posting about Tesla.
TSLA showing cracks? Quote
07-15-2020 , 07:19 PM
Quote:
Originally Posted by coordi
This is correct, but wasn't at all what we were talking about. Or of bandit was talking about this, then its a strange direction to take the discussion. Having some skunkworks batteries, and plans isn't actual production and use.

The whole argument started when I said that Tesla doesn't currently have a million mile battery, to which bandit responded about the Powerwall, which isn't a car battery, so it was a stupid response that I ignored.

Then he starts talking about the skunkworks facility like its making production batteries and isn't just an R&D facility, and starts making bets about their current production capabilities, which are thoroughly documented.

So yeah, I'm not going to hold him to the bet that he made, but he should probably stop posting about Tesla.
lol what a joke you are.

"Tesla only make battery packs"

"Ok so they make battery cells at Gigafactory but It's a JOINT VENTURE, nothing of their own"

In June last year Tesla made it clear on the shareholders call they where moving into making their own batteries. A few months later they file patents for new battery cell tech. Feb 2020 they set up a line at the fremont plant using these batteries and a few weeks later announce they will show the new set up at battery day which was originally scheduled for April. The same battery day which is only weeks away.

Someone then posts a greater than 95% chance Tesla are making their own batteries and you agree with it lolololololol.

Your post then becomes a pure comedy because right after agreeing there's a 95% chance are making their own batteries say "talking about the skunkworks facility like its making production batteries and isn't just an R&D facility, and starts making bets about their current production capabilities, which are thoroughly documented."

Which one is it exactly? Is it 95% chance they're making their own batteries or is it nothing more than an R&D factory producing nothing?

I'd prefer it if you kept posting about Tesla though, it's nice to see the shorts who pay me.
TSLA showing cracks? Quote
07-15-2020 , 07:36 PM
I'm really enjoying the bull posts lately. Elon the fraud has left a fantastic cookie crumb trail for cult cluedos to follow. Got to make them work the noodle a little to think they stumbled onto it and won something.



Bravo to Elon, imo.

As for batteries: Panasonic and others makes them and will continue to because it takes vast amount of capital and knowhow to make battery factories (of which Elon has little and has to go begging/frauding for his by throwing out classic fraud lines like "fully self driving feature completely by the end of 2019"). It also takes a lot of knowhow which Tesla doesn't have in-house. Tesla are also stuck in binding agreements with Panasonic to purchase large number of batteries (tens of billions of dollars worth) for many years to come, so it doesn't even make sense for Tesla to be going out on their own.

I absolutely adore Musk making the cult rubes go digging for their own clues. He's gone from straight up fraud (1 million robotaxis by the end of 2020!) to "Choose your own fraud". Just love the guy, so much control over the minds of idiots.

I thought the NXIVM leader wasn't going to be beaten soon for pure cult mind **** ability (seriously, read this article if you want an idea the level of moron possible in cult bootlickers and what goes through the heads of Tesla bulls, who seem almost boring in comparison to these cult inductees), but Musk is doing a nice job.
TSLA showing cracks? Quote
07-15-2020 , 07:41 PM
I thought the post said 95% sure the plan was to have project roadrunner produce batteries. Project roadrunner isn't a thing yet. It's a plan. So... I guess to answer your ******ed questions that demonstrate your sever lack of knowledge on the subject, there is a 0% chance Tesla is producing the batteries it's currently putting in cars.

The current "production line" is just a skunkworks R&D facility

Still waiting for a single source claiming Tesla actually fully produces any of the car batteries they use. Surely you can find one, since it's so comical.

Last edited by coordi; 07-15-2020 at 07:46 PM.
TSLA showing cracks? Quote
07-15-2020 , 07:54 PM
Quote:
The electric-car pioneer recently filed documents with Fremont, California, officials for a proposed battery manufacturing and R&D site, Reuters reports.

The project, named "Roadrunner," outlines plans to staff the facility with 470 workers, including 400 in shifts to ensure that at least 100 are working on battery production at all times.
Like, you guys think Project Roadrunner is already a thing when, as of a week ago, it was literally just a placeholder filing in some bureaucrats inbox
TSLA showing cracks? Quote

      
m