batteries

batteriesArk Invest Updated Tesla 5 Year Price Target Will Be Over $6000 per Share

January 14, 2020 | Brian Wang |
 
Ark Invest is increasing its 5-year Tesla price target to over $6000 per share. They are now assuming that 37 million electric cars, trucks and SUVs will be sold in 2024. They had assumed that Tesla’s 17% market share for …
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batteriesIBM Quantum Computer to Help Develop Next-gen Lithium Sulfur Batteries

January 13, 2020 | Brian Wang |
 
A quantum computing breakthrough by researchers at IBM and Daimler AG, the parent company of Mercedes-Benz, uses a quantum computer to model the dipole moment of three lithium-containing molecules, which brings us one step closer the next-generation lithium sulfur (Li-S) …
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batteriesTesla Has Reached 3000 Per Week Production Run Rate in China

January 3, 2020 | Brian Wang |
 
Tesla says they have reached a 3000 car per week production run rate in China. This seems to indicate that the capacity of the China factory will be higher than 3000 per week. Tesla is expanding the factory. The yearly …
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batteriesTesla Beats Estimates With a Record 112,000 Cars Delivered in Fourth Quarter

January 3, 2020 | Brian Wang |
 
Tesla delivered a record 112,000 vehicles globally during the fourth quarter. Analysts expected Tesla to deliver 106,000 vehicles to customers during the fourth quarter. Elon Musk and Tesla had talked about delivery goal of between 360,000 and 400,000 vehicles in …
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batteriesChina Sales Double US Car Sales Therefore Million Model 3s Per Year Eventually in China

December 21, 2019 | Brian Wang |
 
China car sales for BMW and Mercedes are double their US Car sales. This would mean Tesla has room to expand China production up to 700,000 to 1 million model 3s each year and maybe 2 million model Ys. China …
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batteriesSandy Munro Discusses the SpaceX Materials and Technology Being Used at Tesla

December 18, 2019 | Brian Wang |
 
Sandy Munro is an expert at breaking down cars and determining now to optimize construction and processes. He describes the processes for stamping the metal body of the cybertruck and the tougher glass. The 301 stainless metal is common to …
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batteriesTesla Shanghai Production at 1000 per Week and Ramping to 3000 per Week in January

December 16, 2019 | Brian Wang |
 
Tesla Shanghai Gigafactory GF3 production rate reached 1000 units per week of MIC Model 3 from multiple sources. Analysts at Oppenheimer on Monday indicated the photos of hundreds of China produced Tesla are increasing analyst expectations for a relatively smooth …
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artificial intelligenceTesla’s Technological Moats for the Win

December 11, 2019 | Brian Wang |
 
Ark Invest identified four technological moats that Tesla is growing for its electric car and truck businesses. 1. Superior batteries 2. AI (Full Self Driving) Chip The Tesla FSD is an automotive grade computer powered by two custom SoCs (system-on-chip). …
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batteriesSam Korus Shows Tesla Cybertruck Superior to Ford F-150 on Price and Performance

December 11, 2019 | Brian Wang |
 
Sam Korus of Ark Invest shows analysis that Tesla Cybertruck will be superior to the Ford F-150 on price and various aspects of performance. Sam also reported that the Porsche Taycan (electric car) has under-delivered on the promised battery range. …
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