That new motor that Tesla uses is pretty amazing, and must at least be difficult since almost no other companies use it and instead just deal with reduced range and efficiency.
Re:Why Tesla stock is vastly overpriced
by gamblor956 on Sunday December 20, 2020 @01:58PM
(#25488630)
Tesla's motor isn't what drives the range and efficiency; the battery assembly is their key differentiator. Tesla currently has the industry-leading thermal design; it's ability to cool batteries and prevent thermal-based degradation is far more efficient/effective than anything that competitors have yet been able to put on the market.
Supposedly GM's Ultium battery platform will equal or exceed Tesla's batteries, but that remains to be seen as the first Ultium-based cars don't come out until 2H 2021 and all we have to go on right now are press releases.
VW holds some patents and exclusive licenses on solid state batteries, and is planning to go all EV within the next few years, though the SSB autos aren't expected until 2025 at the earliest, assuming VW is able to commercialize the technology.
Range went up about 10% when they switched to the "Raven" motor. That ain't nothin'.
Re:Why Tesla stock is vastly overpriced
by saalweachter on Sunday December 20, 2020 @01:41PM
(#25488471)
Heck, let's also not forget that patents aren't copyright.
Patents last 20 years, and it's not unusual for 5 of those to past between filing and the invention being turned into a usable product that hits the market.
There are already a dozen other electric models on the streets. Why should they have to license from Tesla? The electric engine part of the vehicles is actually not that hard - it's the battery that is complicated and Tesla doesn't even produce the batteries in their cars. That's done by Panasonic.
VW, Toyota, Nissan have supply chain management under control, they don't need to learn it from Tesla.