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re: SpaceX, Tesla & Solar City: Elon Musk's companies and their unique relationships
Posted on 5/10/16 at 2:30 pm to lynxcat
Posted on 5/10/16 at 2:30 pm to lynxcat
quote:
What do you expect him to say? "We have 400k pre-orders but there is no way in hell we can actually make that many." As if that would be better than aspirationally saying they will start orders at the end of 2017.
It's not true. No one thinks it's going to happen. He feels he needs to keep the hype machine humming. So he will stay stuff about that on his earnings call, talk about how he has a sleeping bag there, etc., and people will roll their eyes. There are a lot of other ways to handle it.
quote:
They are in the process of creating a new market. There are no legitimate comparables for their vehicles...so how can we be surprised that the demand forecast is shaky at best?
He doesn't have to just make up backlog.
1
Posted on 5/10/16 at 3:13 pm to Lou Pai
From what I've read the issue with his Gigafactory isn't its construction or completion. It's raw materials. I think I read while I fell down the research wormhole on Elon that he's stated that if Gigafactory hits its trajectory he's predicted, it would become the world's number one buyer of Lithium.
If you look at the prices of Lithium, it's already been on an upward trajectory. The Gigafactory has the potential-if it even comes close to what he's saying it'll have to do-to spike the cost of raw materials for the batteries.
But again, I think most are missing the point that Tesla and Solar City are in position to be floated-for YEARS-by the profitability of SpaceX. That company is poised to become a veritable private sector NASA. Soon.
Very soon.
If you look at the prices of Lithium, it's already been on an upward trajectory. The Gigafactory has the potential-if it even comes close to what he's saying it'll have to do-to spike the cost of raw materials for the batteries.
But again, I think most are missing the point that Tesla and Solar City are in position to be floated-for YEARS-by the profitability of SpaceX. That company is poised to become a veritable private sector NASA. Soon.
Very soon.
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