Re:Tesla Q3 2021 Earnings
by panick21_ on Thursday October 21, 2021 @05:31AM
(#28942228)
> The Ford F-150 Lightning is about to drop.
So? Where will Ford get the massive amount of batteries? You understand that until like 6 month ago, the CEO of Ford claims that batteries were no issues and they had to do zero investment into batteries. They said the they will simply buy on the open market.
Once they actually tried that the realized they were delusional and now made a dedicated partnerships to build their own dedicated plants.
Pickup market is 2M vehicles a year, Ford will not even be producing 100k F-150E by 2024.
Tesla in comparison is in construction of building a factory (including a dedicated battery and battery cathode factory) that should be able to produce 500k a year.
> VW group is making massive investments in EVs.
They are second in the market and their CEO just had a 'panic' meeting because they can see how they are not catching up as fast as they hopped.
Elon Musk literally was just invited to speak to VW managers to help them out.
> BMWs vision is to be the premier green automaker by 2030.
And I'm gone have body like Pitt in Fight Club by 2030. BMW is not even building dedicated EV platforms yet. They are years behind. Let them actually produce and sell some BEV before they make big claims.
> In < 5 years from now, the best selling EV will be the F-150 Lightning.
Tesla will be selling around 1M Model Y by then, maybe more. There is 0 chance this is the case.
And Cybertruck alone is very likely gone beat F-150 Lighting.
So? Where will Ford get the massive amount of batteries? You understand that until like 6 month ago, the CEO of Ford claims that batteries were no issues and they had to do zero investment into batteries. They said the they will simply buy on the open market.
Once they actually tried that the realized they were delusional and now made a dedicated partnerships to build their own dedicated plants.
Pickup market is 2M vehicles a year, Ford will not even be producing 100k F-150E by 2024.
Tesla in comparison is in construction of building a factory (including a dedicated battery and battery cathode factory) that should be able to produce 500k a year.
> VW group is making massive investments in EVs.
They are second in the market and their CEO just had a 'panic' meeting because they can see how they are not catching up as fast as they hopped.
Elon Musk literally was just invited to speak to VW managers to help them out.
> BMWs vision is to be the premier green automaker by 2030.
And I'm gone have body like Pitt in Fight Club by 2030. BMW is not even building dedicated EV platforms yet. They are years behind. Let them actually produce and sell some BEV before they make big claims.
> In < 5 years from now, the best selling EV will be the F-150 Lightning.
Tesla will be selling around 1M Model Y by then, maybe more. There is 0 chance this is the case.
And Cybertruck alone is very likely gone beat F-150 Lighting.