Norbert
TSLA will win
Sounds great, but this brings up somewhat of a puzzling thought for me. Am I the only one who has a bit of a hard time picturing Tesla launching an aluminum intensive car line and then 3 years later ramping up a completely different model R composites manufacturing line (that can also work with the assumed bluestar aluminum)? This sounds VERY capital intensive (i do feel a sudden need for a more elaborate point besides "expensive/potentially inefficient" here).
I suppose it would be inconceivable at the same time to not use composites on the model R. I wonder if we could see tesla trying to eventually bleed the benefits of composite into their other lines (more in line with BMW i series or Aptera main tech advantages). But again, to built a state of the art aluminum line and then a state of the art composite line for a fledgeling car company just strikes me as crazy.
Well, it seems they can produce "exterior carbon fiber accents" (and a dash, but is it real carbon fiber?) for the performance version without difficulty.
Certainly that's an interesting question. Which line will the new gen Roadster use? Probably not the Model S line, and since the Bluestar line will be built for a volume of perhaps 200,000, one wonders whether it will be ready for "Model R". Will Model R be built on the same high volume line, or ... what is the alternative, a line just for itself?