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Tesla's Supercharger Team was recently laid off. We discuss what this means for the company on today's TMC Podcast streaming live at 1PM PDT. You can watch on X or on YouTube where you can participate in the live chat.
Since Electric Planes range is limited, it make sense to tackle short range solution. EVTOL is meant to replace helicopters. Taking care of more urban commute solution. So it needs to land on helipads.
excerpt:
Joby has received a Special Airworthiness Certificate for the first aircraft built at its Pilot Production Line in Marina, CA, allowing flight testing to begin
The aircraft is expected to become the first ever eVTOL aircraft to be delivered to a customer...
Wow. Sapphire is in the Tesla Roadster price range $249,000. Performance is also comparable
https://finance.yahoo.com/news/introducing-sapphire-pinnacle-electric-performance-170500670.html
https://www.cnbc.com/2022/05/08/ford-is-selling-8-million-rivian-shares-sources-say.html
”JPMorgan Chase also plans to sell a Rivian share block of between 13 million and 15 million for an unknown seller, sources told Faber. Both blocks of stocks are priced at $26.90 a share.”
Looks like the Saudi double down on factory in Saudi by the their orders. There's nothing free. I would guess that there string attach on these orders to be fulfill mostly in their Saudi factory
https://finance.yahoo.com/news/lucid-announces-deal-purchase-100-203500654.html
Expect more of this in the coming days due to China COVID situation: Not just he factory shutdown but to the supply chain. Cars can only produce as fast as the slowest part.
https://finance.yahoo.com/news/china-ev-maker-nio-suspends-090803328.html
I don't think both Rivian and Lucid have to worry about competition for this year, they will sell every vehicles they produce since they will not produce many. Lucid production guidance 12-14k for this year. Rivian 25k. Their problem now is how to get to profitability. Rivian have a larger...
https://www.teslarati.com/ford-mustang-mach-e-electric-vehicle-sales/
I'm very confuse reading this.
"Ford sold 4,371 Mustang Mach-E vehicles in January and February. Approximately 2,001 Mustang Mach-E vehicles were sold in February 2022, down by 46.5% compared to February 2021 when Ford sold...
Did Tesla raised prices on existing orders? I do not know that far back. As for the CT, I am pretty sure Tesla will raise prices but I think it will be on different specs.
Last 2 months may have been very tough for some of these Rivian reservists, had they take the IPO offer to purchase some...
https://techcrunch.com/2022/03/01/rivian-raises-price-on-r1t-electric-truck-r1s-suv-ahead-of-new-dual-motor-version/
Not surprise at all, I think they mentioned about relooking at their prices during the earnings. I was surprise how low their prices initially. As much as they have delivered to...
I agree eVTOL will not have the volume as much as surface transportation or tunnel transportation in urban settings. Even if made cheap and operate cheap enough, it will be highly tax so that it will be limited for the rich. Air space regulations will be pretty much limit its usage.
eVTOL is designed to be quieter and safer than helicopters. In a way, helicopters design are dated and a replacement is due. The air industry are betting on eVTOL to be its replacements.
R&D do takes a long time. But the certification process would probably take just as much. They will have to go thru the certification process for every country. I assume that certification process would take at least 2 years for the company that is most advanced in the process. Then there is...
Not sure when they will finally come. I think these news with Joby pretty much signaling eVTOL will be here this decade. My guess starting the later half of the decade
https://finance.yahoo.com/news/skt-joby-join-forces-bring-230000951.html...
https://finance.yahoo.com/video/secretary-buttigieg-talks-road-safety-174241342.html
I like Buttigieg mention about reviewing of trying to keep up with technology. Mentioned of review of mirrors. Changes design to roads.
I am hopeful changes could get rid of the side mirrors in place of...
https://www.teslarati.com/rivian-rivn-160-percent-surge-analyst/
Adam Jonas $147 price target for Rivian while setting PT for Lucid at $12 back in October doesn’t sit right with me...
I had the same experience just today for the same 12V battery for M3. I came out, unlock the door, pop the trunk, telling him I am going back to my zoom meeting. Got a message that it's done. cost $125.21. I had scheduled many services mostly on small things. Never had to wait long for a...
Just got the 10.9 update. Another leap forward. Turns are executed with more confidence and less jerks. A little more aggressive in the turns than how I do it but not causing any anxiety for me.
https://www.teslarati.com/gm-chevy-bolt-plant-tax-rebate/
Even old refresh plant get tax break. Since I don't live there, it's not my money so they can do whatever they want. And it's for EV so OK.
https://www.tesmanian.com/blogs/tesmanian-blog/made-in-giga-berlin-painted-in-new-colors-model-y-performance-continues-to-arrive-in-the-factorys-yard
Excerp: "Last week, Tobias Lindh/Twitter noticed 12 Model Ys in the factory yard that were transported away before the weekend. On January 5, he...