Re:Q2 2020 Update
by DanCarvajal on Wednesday July 22, 2020 @06:44PM
(#23922369)
Nonsense. Tesla doesn't even make batteries, they pay Panasonic to make their batteries with some Chinese batteries on the side.
They designed the batteries that Panasonic makes exclusively for them and they are building their own cells in Fremont.
Re:Q2 2020 Update
by DanCarvajal on Thursday July 23, 2020 @10:37AM
(#23927790)
Neither of these things are true, they're at best modified off the shelf cells. They don't make cells at Fremont, at best the pack them into packs. There's no regulatory filings for cell production at Fremont.
The whole argument is that they could use off the shelf materials at scale to attain profitability, since that hasn't happened the goalposts keep being moved by Musk, rumors, and myths.
https://electrek.co/2020/02/11/tesla-building-pilot-battery-...
"Now we’ve learned that Tesla is building a battery cell pilot production line in Fremont"
"Tesla currently buy cells from Panasonic made in Japan for Model S and Model X, as well as cells made by Panasonic at Tesla’s Gigafactory 1 in Nevada for Model 3.
The automaker used those cells, which they help design, to make their own modules and battery packs, but they have never produced their own cells."
Re:Q2 2020 Update
by DanCarvajal on Thursday July 23, 2020 @11:07PM
(#23935293)
No I see where the confusion is, you think Electrek and Fred Lambert is anything other than propaganda unit for Tesla PR. Well at this point I can't help you.
They're already producing in Fremont and on track for TWh scale battery production in Texas. I think it's fair to say Tesla is a battery company, at least in part.
Re:Q2 2020 Update
by DanCarvajal on Thursday July 23, 2020 @10:33AM
(#23927753)
No and no, the don't produce cells in Fremont at best they pack cells into packs. Given there's no plant in Texas there's nothing concrete to substantiate your claims. Extraordinary claims require extraordinarily evidence.
Assembling batteries is assembling batteries. Next they'll produce cells, but I guess you won't accept it either because they don't produce anode material or whatever.
It irks me because you clearly do understand they're currently building the factory after years of research (and buying up some startups).
I'm not saying the valuation makes sense, but to compare them to a car company doesn't make a ton of sense.