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And Sunpower is mostly owned by Total (French oil company). They have access to very low cost money. I recall an article that made this point that it provides Sunpower with a financing advantage in the areas where Sunpower competes directly against Solar City.

Your expectations of Tesla Motors seem unrealistic. They cannot be expected to provide Supercharger access to 100% of the USA and every nook with low population density. From my knowledge of Washington, their current plan for Washington nails it.

I think that if Tesla covers the major interstates every 100-150 miles with islands, circles of range that connect, that is all we can reasonably expect Tesla to front from corporate funds. That is a huge project as currently mapped for Tesla to build and commit to supporting. The gaps off of...

Just hitting Centralia, Burlington and Ellensburg likely covers 90% of the state's population. The rest after that is all gravy. Ellensburg would allow someone to reach the Idaho border on a single charge. Burlington covers all points north. Centralia covers all points south. From the Ellensburg...

Looking at the map, there are two that will be done within weeks that will cover the entire I-5 north/south corridor. That probably deals with 80% of the population of the state. Longer term, I-90 will also be covered with one near Ellensburg. So I don't really see a problem with the near...

Elon Community Church is where all Tesla Fanboys worship.

When you think about it, malls are the perfect location for Superchargers. 1) They are often near major highways 2) There is plenty of parking to set aside 10-20 locations for Teslas 3) Plenty of shops, cafes, and other things to do for 20-60 minutes 4) Malls have a draw for high income...

There should be the option to vote, 80 kWh. Free SC access. Never plan to use Battery Swap.

I remember back during the 90s cell phone salesmen made a lot of money. There were guys making over $100,000+ per year doing that job. The market changes. It might be that dealers and car salesmen is just not going to be a high paying profession in the future. I recall that my first cell phone...

I think about my likely long trips and where the Superchargers are planned from me, assuming there is also a swap location at each Supercharger (doubtful). When arriving at any of the 3 Superchargers nearest me, I would still have over a 50% charge. They are all going to be between 60-110 miles...

Texas Model S owners are getting them, it is just more paperwork for them. Elon estimated that they hurdles in Texas have likely cost them about half the sales they would have done in Texas if they could just sell direct.

There is nothing stopping those dealers from lobbying their partners, the auto manufacturers, to make a compelling EV with a 200 mile range. If there was a Mercedes EV with a 250 mile range, it would have a market. if there was a BMW EV with a 250 mile range, it would have a market. if there...

The next announcement for July 20th is the surprise that the new center console option has a catheter that will drain your bladder so you don't need to get out of the car at all for a 400-500 mile trip, therefore increasing the value of the 90 second battery swap. Elon's quote, "It's all about...

The logistics of battery pack ownership make this a requirement. Yeah, it is not a perfect solution. But it is a reasonably good solution for people that are in a hurry and cannot wait for a Supercharger. It is a niche solution. It is an option that we have. Most people won't need it. It is...

I think it might even be lower than that. 1% to 2% of all people will be Swappers. 98% will be Superchargers. 50 battery packs per swap station is probably enough for the likely volume. This is the type of option that will be rarely used, only for emergencies or people in a huge rush.

i agree. Hydrogen is now officially dead for cars. Even the most diehard hydrogen fans cannot make the case any more after these videos come out.

If we can keep their battery for 30 days for a cross country trip, that might be worth it. I would swap at the first station near me, then use Superchargers for the rest of my long trip (1 week or more). I would even keep their battery after my road trip and keep using it for the maximum time...

I agree. This will only make sense for owners that fit all three of these qualifications: 1) In a hurry 2) also well below 50% on their battery pack and need more range to reach their ultimate destination 3) money to burn Since the fee is paid during each swap, I think total cost of $120 to...

When Elon refers to 15 gallons of gas, I am almost positive he is referring to the price of premium gas, the same used in an S Class Mercedes.

According to this article, it appears that you pay the swap fee two times. Once when you get the rental, then again when you pickup your original battery, which they recharge for you while you were gone...

Good video. Thanks

If your time is valuable, you will pay the $99 so you can keep moving. However, we have not confirmed that number yet. It was a tweet. But even if the amount is $50 per swap, I think the same will apply. A lot of people will pay it if they need to be somewhere and $50 doesn't mean much to them...

If the price is really $99 per swap (we are not sure yet, someone tweeted that as the amount) then it just becomes a question of how fast you need to be on the road again. If you are not in a hurry, you will likely use the free Supercharger. If you need to be going quickly, you can pay the...

If you have the time, you will use the free Supercharger. If you are in a hurry and your time is valuable, you will pay the $99 so you can save a few minutes. I guess it really depends on how much of a charge do you need? Are you rolling in with 10% of your battery pack?

One of the tweets said $99 for a swap. If you don't come back, you will be billed for the difference. I think that means it is some outrageous price high enough that you will come back for your original battery. They also used the line, "Free or Fast". Free = Supercharger Fast = Swap

# Video http://instagram.com/p/azojx-S94i/#

http://instagram.com/p/azn4bTI6c3/#

Quick video short http://instagram.com/p/azlSShI6Xe/#

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DaveT, this time is different. I am sure you are right. Tesla is immune to the rest of the business cycle or other traditional valuation metrics.

Tesla needs to crush the estimates every quarter in order to maintain the hockey stick graph. If it even looks like growth is slowing, then the growth premium disappears.

This technology was available back in 1955.

Can't Tesla just do this for recharging while we drive? 1.21 gigawatts !!!

Even on a revenue per share basis, I think most would agree that this is a fairly expensive stock. With 20,000 cars per year, that is projected to produce about $2 billion in annual revenue. When the Model X starts production in 2015 then that is expected to be about 15,000 more per year. So we...

If the swap station were also located next to a substation, it could work.

I am a Tesla fan, but at $11 billion market cap, this does feel like it is a bit ahead of itself. Current revenue run rate is $2 billion and the 2014 EPS estimate is only about $1.00 per share. So we are trading already at 100 P/E for 2014. Tesla is priced for perfection.

So if it is free or cheap to swap out my battery, can I do it right before I sell the car? That would save me a ton compared to the $12,000 battery replacement cost. If I was at a point where the car is 5 or 6 years old and I am ready for something new, I would just swap a few times till I get...