Quote:
Originally Posted by mrg666
I think, after the EV market becomes large enough, Elon Musk will sell auto manufacturing part of Tesla and keep the battery technology only. He is more interested in transforming the auto industry than dominating it. Dominating the battery technology will make more money than dominating EV sales.
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Agreed. He has given out his patents. Why? Well, he said he believed he needed patents to ward of competitors, so they didn't crush the company, but then they didn't have competition and that isn't good for their mission, so he released them, which suggests he isn't in it for the sole success of Tesla. Also, he is claiming that the batteries on the new Tesla Plaid platform will last for a million miles. His timeline and production claims are often off, but his engineering claims have been spot on in terms of 0-60, range, etc, for the most part. Such a claim should have investors fleeing the company because he is self-catabolizing his future sales without creating "planned obsolescence". I don't think he cares if car sales plummet over time because cars last longer. If anything, this works with their mission statement. Tesla's mission statement is "to accelerate the world's transition to a sustainable energy future", which is why he is involved in home storage, grid storage, solar, etc. It isn't to make millions of cars and dominate the market.
Quote:
Originally Posted by strat61caster
What battery tech do they have? As far as I can tell zero, all the advancements they've made are on the auto-design and powertrain side, not the battery. Panasonic is building most of the batteries last I checked and Tesla has little to zero IP to capitalize off of.
https://electrek.co/2019/12/30/tesla...ll-production/ |
At one point, wasn't Panasonic going to leave Tesla? I don't know, but Tesla acquired Maxwell, perhaps more for production speeds than technology, but Musk has also suggested that Tesla has pursued different cutting edge battery technology happening around the world from different labs, but translating science to production hasn't happened yet, so it seems clear that Tesla isn't relying on Panasonic for future innovations in their batteries. Also, battery cooling, battery arrangement, battery management, battery charging, etc are all battery technologies that Tesla has had to innovate.
https://qz.com/1541864/tesla-bought-...tracapacitors/