Hillhater wrote:Tesla are in a very risky position.
At the rate battery systems are being developed and brought to market, they risk being left high and dry at any moment with an outdated technology. They may be selling to 3rd parties currently, but a technology change could easily draw those customers elseware very quickly.
If only that was as great a danger as it should be. That's a complicated battery setup, but it was required to make it suitable for the use in the vehicle. Everything that seems to threaten the status quo fizzles, sometimes literally. The electric car seems to be the toughest battery issue to confront. All these new battery developments are a mite too much smoke and mirrors just yet.
I think a good battery that obsolesces theirs will probably be easy to adapt to as the number one reason it's better, they might even be able to adopt it FIRST. I kind of think it's a shame that they're probably not losing sleep over there, which means they're probably not working so hard on their own replacement.
They would be in a better situation if you were currently able to actually buy & drive a Tesla car ! ?
Yeah, that would put ME in a better position, too. Let's see how it goes with their little $50k "Economy Car" edition. The question is, will there be people ready to spend $30k more than they can have the Leaf for if it's for a NONSPECTACULAR Tesla? Or maybe the S is not all THAT unspectacular, there is a bit of a Jaguar look to it. They collect $100 million from Toyota for work on the new electric RAV4, there's a new Roadster in 2014 and an SUV before that, I'm thinking there's some pretty fair economics on their side.
I for one am happy to see the rich people pay for all the development. If an affordable car can't be built yet, as long as the high end market holds up then the R&D money continues. Affordability should resolve itself, it's just a question of how long it will take.
People mentioned "Subsidies," etc., my understanding is they raised over $300 million from investors, $70 million from Elon Musk, then were approved to borrow, at interest, $465 million from the Advanced Technology Vehicles Manufacturing Loan Program. There were solid sounding companies rejected, so I don't think this was a rubber stamp loan.