Re:Why Tesla stock is vastly overpriced
by pkulak on Sunday December 20, 2020 @01:47PM
(#25488531)
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.
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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.