new | show | ask | jobs Github

RickJWagner 20 hours ago

EVs are becoming commoditized. Tesla doesn’t have the scale ( or experience ) to play that angle.

▲

Ancalagon 20 hours ago | parent [-]

literally what are the gigafactories for then?

▲

stetrain 6 hours ago | parent | next [-]

At the moment most of them are running notably below capacity.

Tesla's growth plan originally had them doing factory expansions and new factory in Mexico by now, but instead they have pivoted to trying to keep utilization of their existing lines up by introducing cheaper trims of existing vehicles.

▲

observationist 20 hours ago | parent | prev | next [-]

Batteries - lots of uses beyond EVs, but lots of EVs are making use of the batteries they can produce, as well.

▲

Ancalagon 20 hours ago | parent [-]

you could make the same argument about batteries. Panasonic and other exist.

	▲	tyre 20 hours ago \| parent [-]
		The benefit of having control is that they can adapt them to their priorities. Similar Apple designing its own chips when there were already viable producers in the market. They won’t need to rely on others prioritizing their priorities, like low volume, high cost early investments in batteries designed for a market (humanoid robots) that doesn’t exist. If they then scale them up, they also have the benefit that there is no 3p supplier who can turn around and sell those to a competitor.

▲

avs733 19 hours ago | parent | prev [-]

Regular car factories with a fancy name.