• SamoSam avatar SamoSam Posted: 6/5/2013 11:21am PDT

    12 Things from the shareholder's meeting
    1. 3 year refresh and 7 year architecture
    2. GEN III will have Model S form and will try to have autopilot.
    3. Gross Margins on Gen III will be lower than for Models S and X to improve affordability.
    4. Minimum 40,000 units/year demand
    5. Going from 34 Stores and Galleries to 50.
    6. Zero rent or tiny rent for Supercharging spots.
    7. Will have 70 service centers soon
    8. Model X doors will have pinch strips and proximity sensors.
    9. End of 2016 will premier Blue Star
    10. Elon wants incentives for Tesla owners who "sell" cars to friends.
    11. Quick charging is the final announcement with LIVE DEMONSTRATION June 20.
    12. 120kw charging speed is not the end of the end of the improvements to Supercharging.

  • fb_1134791105 avatar Mittar Posted: 6/5/2013 10:27am PDT

    I'm salivating right now...

  • fb_1239423621 avatar Jeff Posted: 6/6/2013 12:14pm PDT

    I can't wait to buy my car directly from it's maker and by pass the annoying and insulting process of buying car from a dealer who knows way less about the car than I do. Then sends you endless emails about bringing your car in for service when you know it's not needed. And then wastes you time anytime you do deal with them. Why do I always get the feeling that I'm not dealing with College grads at the dealership? What am I paying for Mr. Dealership?
    Tesla is more than just one car model. It's creating a new way to enjoy cars.
    Go Tesla. Change this bitch!
    Goodbye Gasoline forever. Hello my own money in my pocket!

  • Chris O avatar Chris O Posted: 6/5/2013 11:23am PDT

    So no sell out until a serious mass market product is launched. That's good because Tesla's relevance is in being an independent disruptive force.

    Doing a successful mass market car is all about cutting cost and the battery has a lot to do with that.

    Bigger cells seems like the way to go and once Tesla has established itself as a reliable partner Panasonic might be more comfortable to venture outside its comfort zone of commodity format cells that have the consumer electronics industry for back up demand.

    That could result in some interesting numbers. For example: if the cells were twice the diameter and twice the length the total number of cells required is reduced by almost 90%. That should dramatically cut pack assembly cost.

  • fb_1757542692 avatar fb_1757542692 Posted: 6/6/2013 5:17am PDT

    Tesla is already relible enough to have attracted investment partners like Toyota & Daimler (MBZ maker).

    As a former EV1 owner x2, I am thrilled to await delivery of my Tesla S 85 kwh car by this month's end.

  • fb_1134791105 avatar Mittar Posted: 6/6/2013 6:41am PDT

    Congrats, so jealous! :)

  • Schmeltz avatar Schmeltz Posted: 6/5/2013 11:43am PDT

    So my question is...will there be more coverage of Tesla, John? :)

  • john_v avatar John Posted: 6/5/2013 2:17pm PDT

    @John: :)

    You can rest assured that between now and the launch of the next line of Tesla cars and crossovers, there will be more coverage of every detail.

    Lots more coverage.

    LOTS !!!!!!!!!

  • fb_1134791105 avatar Mittar Posted: 6/6/2013 6:42am PDT

    And I assume more mention of the fact that they don't tell us how many cars they sell each month... Just a gentle ribbing ;)

  • john_v avatar John Posted: 6/6/2013 8:06am PDT

    @Mittar: Always !!! :)

  • Schmeltz avatar Schmeltz Posted: 6/6/2013 7:06am PDT

    I'm looking forward to it! Keep up the good work!

  • fb_749714186 avatar Paul Posted: 6/5/2013 7:23pm PDT

    So, a Tesla "Blue Star" sedan for $40,000 will be "nicer than the high-volume Nissan Leaf." Isn't high-end Leafs (and Honda Fit EVs and Ford Focus Electrics) already at the $40k mark? So what would make a $30k to $40k Tesla sedan "nicer"??? The "better battery tech" that gives it almost three times the range of the 80-100 miles of current $40k EVs?? (And wouldn't larger EV-makers, like Nissan, have a finger in better batteries anyway?)

  • Mark Stang avatar Mark Stang Posted: 6/5/2013 9:10pm PDT

    @Paul. I am looking forward to the Blue Star Ev with a range of 200 miles. I dislike that all the other traditional auto manufactures say well you will have to settle with a seemingly agreed upon range of 70 to 100 miles at most and then they share statistics saying that 95% of people drive less than 70 miles per day so we do not need to provide more range. Tesla has a real opportunity here to break down the 2 biggest reasons for not buying an electric car. Range anxiety and lack of recharging infrastructure to provide an ability to drive long distances. Tesla is the only manufacture of highway capable EV that can replace your gasoline automobile. Everything else is just an electric commuter car.

  • fb_799475006 avatar Pat Posted: 6/6/2013 7:45am PDT

    If Tesla can hit a 28K price point with a compact 4 Door hatchback
    with 120 Miles of range, and a supercharger port it will probably do well. 120 Miles is enough for daily driving, the Leaf is selling with 82 miles of range, and if the BlueStar had 120 miles of range and a SAE L3 charge port, it could charge up for longer trips. Maybe a modular add in battery would let you rent an extra 100 miles of range for weekend trips

  • john_v avatar John Posted: 6/6/2013 8:08am PDT

    @Pat: I'd be quite surprised to see Tesla build any car with a rated range less than 200 miles. That is (one of) their differentiator(s) now, and I suspect it will continue to be in future.

  • Bret F. avatar Bret F. Posted: 6/6/2013 1:30pm PDT

    I agree with Mark and John that 200 miles is the magic minimum. Once Tesla hits this range at an affordable price two important things will happen:

    1. Other EVs will start to have a 200 mile range
    2. Pure BEVs will start to replace PHEVs/EREVs

  • fb_1559222512 avatar Xiaolong Posted: 6/6/2013 6:14pm PDT

    "So what would make a $30k to $40k Tesla sedan "nicer"??? "

    Are you seriously asking this?

    1. More range.
    2. More features.
    3. Better service (Supercharger network)
    4. WAY BETTER PERFORMANCE. 0-60mph, 1/4 miles, cornering, top speed, brake.
    5. Battery protection and warranty
    6. Looks and Styling

  • fb_777648896 avatar Robert Posted: 6/5/2013 10:06pm PDT

    All I would ask for is that they push it up a year...

  • rlogan1943 avatar rlogan1943 Posted: 6/7/2013 2:54am PDT

    @ Robert: Patience, Grasshopper. :)

  • Snorgon avatar Snorgon Posted: 6/5/2013 11:00am PDT

    I am all in when Tesla offers a car with 500 miles of range. For those of us who travel long distances through remote regions, anything less than that is impractical. I do believe that big range numbers will open the flood gates, and a mass movement to electric cars will begin in earnest.

  • jeffhre avatar jeffhre Posted: 6/5/2013 11:31am PDT

    I've never owned a gasoline car that gets any where near 500 miles per tank. So I suppose my definition of practical would reflect that.

  • Dave G avatar Dave G Posted: 6/5/2013 12:17pm PDT

    I'll never buy a pure BEV, period.

    I'm totally sold on the concept of EREVs with biofuel range extenders.

    If Elon Musk wants to sell me a car, he'll have to build a frog.

  • fb_100006040320683 avatar fb_100006040320683 Posted: 6/6/2013 10:46am PDT

    That is a PHEV, not a "range extended electric". It is a hybrid. They cost more, less efficient, and pointless for most people. The added costs means you can rent a higher milage car every time you need a road trip, and then some.

  • fb_1559222512 avatar Xiaolong Posted: 6/7/2013 11:11am PDT

    Really? I prefer NOT to rent a car weekly. Renting a car for long trip b/c your car's range sucks is one of the worst logic I have ever heard.

  • fb_542856692 avatar Rich Posted: 6/5/2013 12:33pm PDT

    ?Yes but it takes 5 minutes to refuel a gasoline tank. Until fill times for EVs gets closer to the 10 minute range EV range will be an issue.

  • georgepolowick avatar georgepolowick Posted: 6/5/2013 7:19pm PDT

    In China any farmer can recharge their electric bike in 10 minutes. The cost is 12 cents.

  • fb_799475006 avatar Pat Posted: 6/6/2013 7:35am PDT

    Range is a separate issue from recharging time.
    In daily commuting, you want a fast recharge, so you stop for a few minutes, get in a charge and drive home or to the office. But there you need 20 miles and you can charge at work or home. On the road, you go 3 hours, stop for a coffee and go on, a 30 minute for 150 miles of charge stop isn't too bad.

  • fb_732992367 avatar fb_732992367 Posted: 6/10/2013 6:33am PDT

    Except now it's just 20 minutes :)

  • Digitalclips avatar Digitalclips Posted: 8/25/2013 6:35am PDT

    Didn't you see the battery swap option? It takes less time than filling with gas. The Electric charge you wait for at his 'stations' is free, the battery swap about the same as gas.

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  • fb_735695456 avatar Justin Posted: 6/5/2013 12:03pm PDT

    Most ICE-only vehicle barely get 300-400 miles of range. Assuming the minimum EV range should be 500 miles or better is silly. You're better off renting a suitable vehicle for infrequent long-distance trips.

  • fb_100000540315214 avatar Chris Posted: 6/5/2013 6:28pm PDT

    But the 'recharge' time for ICE is minutes, while even at a supercharger station (you know, those few and far between oasis for Tesla owners) the 50% recharge time is 30 minutes. That's a whole lotta time to wait when you've got somewhere to go ...

  • fb_742416538 avatar James Posted: 6/5/2013 10:39pm PDT

    Don't know about you, but after 3-4 hours of driving, I need a bathroom break, throw in some refuelling and you're already look at a 15 minute stop in your ICE vehicle. An extra 15 minutes to save the environment and not have to pay for any gas sounds like a bargain to me!

  • juan pelotas avatar juan pelotas Posted: 6/9/2013 10:47am PDT

    My quick stops always end up being 20 minutes; my legs are killing me and I need a stretch.

    James - a pet peeve here - we are not saving the environment, we are saving ourselves. The environment will come back nicely once humans are gone. As biologist Jonas Salk said:
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  • fb_799475006 avatar Pat Posted: 6/6/2013 7:36am PDT

    the technology is improving. Fast charge seems to have killed off battery swap, although battery swap is the solution for instant charge.

  • fb_799475006 avatar Pat Posted: 6/6/2013 7:33am PDT

    a small towed generator would also work. If the car had a small tow bracket and you could put a 10 KW generator on a wheel kit, just for this kind of long range deal

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  • fb_1559222512 avatar Xiaolong Posted: 6/5/2013 12:28pm PDT

    I love the Tesla model S, but I am NOT sure if people are going to love Model X as much. IMHO, there are many issues. Cost is one of them. Model X as an crossover or SUV is a different segament. People who shop in luxury high performance SUV/crossover care more about utility, performance and towing than just efficiency.

    I wonder how many X5, Q7, Range Rover buyers are going to switch over...

    I think the priority should be on the low cost model. 2017 is a late date. It will give other automakers plenty of time to develope something to catch up to Tesla.

  • Bret F. avatar Bret F. Posted: 6/6/2013 1:16pm PDT

    I also believe the Model X won't be nearly as popular as the Model S. But, it's pretty easy to stick a crossover body on a Model S frame and sell it.

    Developing the Gen III with a 200 mile range for $30-40K is going to be much more difficult. They probably need three years for the battery technology to catch up with the target goals of the vehicle.

  • fb_1559222512 avatar Xiaolong Posted: 6/6/2013 6:08pm PDT

    "But, it's pretty easy to stick a crossover body on a Model S frame and sell it."

    Well, if they are trying to put a set of falcon doors on it... :)

  • Rick N avatar Rick N Posted: 6/7/2013 8:01am PDT

    They need to get more, um, mileage out of the Model S platform first.

    Nobody wishes the Blue Star would come out next year more than I. I don't know if I can keep my old gasser in one piece until 2016-2017.

  • fb_800937730 avatar Yuval Posted: 6/5/2013 12:48pm PDT

    well, if he can get about 5 miles per KwH (my fluence does 4.5) and 40 KwH battery then 200 miles is achievable. but at 500 dollars per KwH the battery alone is 20K and how do you make a great car made of aluminum for 20K dollars? What is incentives are nixed by congress?

  • john_v avatar John Posted: 6/5/2013 2:23pm PDT

    @Yuval: I'm not seeing any particular support in Congress for rolling back incentives on the purchase of plug-in electric cars. Very difficult to get Congress in its current form to agree on anything at all, frankly.

    You may or may not know that the incentives are set up to sunset after each OEM has sold 200,000 plug-in cars that meet the specifications (battery packs of 4 kWh or more). So Tesla seems likely to have some headroom remaining even totaling its 2012-2016 Model S + Model X sales, unless they rise to levels not currently forecast.

  • fb_1559222512 avatar Xiaolong Posted: 6/5/2013 4:22pm PDT

    Hi John,

    Most of the plugins model will be lucky to hit that 200,000 sales number in the next 5 years.

    Any bet on who is the first one?

  • georgepolowick avatar georgepolowick Posted: 6/5/2013 7:34pm PDT

    the 200,000 number is academic. right now Tesla makes about 500 cars a week with overtime.
    So since I don't know anything about anything they are doing I can plug in some numbers.
    So 400 to 500 cars a week is about 1 car every 10 minutes running 2 shifts.

    So Ford was successful because of 1 car a minute on his assembly line. So if Tesla can get the production to 'ford' level 1 car a minute, with quality intact, since they are in the most advanced car manufacturing plant in America, then each car line could put out 1000 cars a day on 2 shifts.

  • john_v avatar John Posted: 6/6/2013 3:29am PDT

    @George: Tesla itself has said it is targeting production of 21,000 cars for calendar 2013. Most analysts think 25K or 30K on the high end is a good number for 2014, and perhaps 30K or at most 40K for 2015 once Model X production kicks in.

    That puts total production on Jan 1, 2016, at less than 100K vehicles under the most optimistic scenario.

    It will be a long while before Tesla ramps up to Ford levels of production, believe me. It will only build cars where it sees demand, and the global demand for large $70K-$110K luxury sedans is one major constraint.

    Also, you characterize the Tesla Fremont plant as "the most advanced car manufacturing plant in America"--why? Or, based on what?

  • fb_1559222512 avatar Xiaolong Posted: 6/6/2013 6:10pm PDT

    Actually, Toyota can produce a Camry every 48 seconds. (once the production queue is filled up). Ford can produce a F-150 every 52 seconds. GM is at 58 seconds for its truck line.

  • fb_1239423621 avatar Jeff Posted: 6/6/2013 12:03pm PDT

    I love that FOX reposted this!

  • fb_100000190595660 avatar fb_100000190595660 Posted: 8/23/2013 12:48pm PDT

    I am all in with Tesla.... Waiting on the more affordable model though... I would absolutely love a model S or Model X. Until I win the lottery I must save and wait for a more affordable model. I wish the other car manufacturers would get off "big oil's" payroll and get serious about all electric cars. Mr. Musk is a true visionary in our time and bloody brilliant!

  • fb_1274551154 avatar fb_1274551154 Posted: 6/5/2013 8:05pm PDT

    Why doesn`t Tesla look into a battery technology that apparently can go 1000km before recharging. I can`t remember what it`s called but it has to do with having a metal as an electrode or something like that.
    These batteries are also much less expensive and can recharge within minutes or so.

    Just my 2cents....

  • fb_742416538 avatar James Posted: 6/5/2013 10:36pm PDT

    The problem with metal air batteries is that after 1000 miles (and don't forget you have to stop every 200 miles to refill with distilled water), you have to replace the whole battery!

  • Bret F. avatar Bret F. Posted: 6/6/2013 1:39pm PDT

    There is talk of Tesla using a metal air battery as a non-combustion range extender. I think it would be really cool for long trips and you would only need to plug it in and drive it around when you needed it. A 1,000 mile range extender would silence a lot of naysayers and convert some who are on the fence.

  • fb_100000540315214 avatar Chris Posted: 6/5/2013 6:24pm PDT

    The All Electric Car: The Solution that doesn't work to The Problem that doesn't exist. All Electrics will remain curiosity and tertiary vehicles for the well-off subsidized by the working poor and middle class ...

  • john_v avatar John Posted: 6/5/2013 6:28pm PDT

    @Chris: Curious to understand what "The Problem that doesn't exit" is in your mind?

  • fb_735695456 avatar Justin Posted: 6/5/2013 8:26pm PDT

    As a working class tax payer I am happy to see my taxes subsidize EVs and other clean solutions rather than fuel for gas guzzlers and health care for those injured by those polluting gas guzzlers...

  • fb_1559222512 avatar Xiaolong Posted: 6/6/2013 6:11pm PDT

    "subsidized by the working poor and middle class "

    I disagree.

    **********
    GOP told me that 47% of the American don't pay any taxes. The top 1% paid the most taxes. So, EVs are really subdized by the Rich...
    *********

  • rlogan1943 avatar rlogan1943 Posted: 6/7/2013 2:30am PDT

    That will be about the time my Leaf lease runs out. If they can get the price (pre incentive) down to 30K with a 200 mile range (prefer a 300 mile range), then I think we may have a deal.Color me salivating.

  • TecnamTwin avatar TecnamTwin Posted: 2/21/2014 9:08pm PST

    Here's what I think Tesla's future lineup will look like.

    Model S (AWD coming soon)
    Model X (CUV based off Model S)
    Model E (affordable 3-series beater)
    Gen IV (5-seat crossover based off Model E)
    Next-Gen Supercar (think Rimac Concept One)
    Tesla Truck (think Via Motors XTRUX)