Daimler/Freightliner Electric Semi 400k, Gm, VW electric, Tesla stock 2019 (440)



Daimler Freightliner delivered first two class 7 trucks for 400k to Port Of Los Angeles via Penske which is about double the cost of Tesla with less than half the miles per charge. Tesla revenue grows and earnings decline because of the Larry Ellison effect followed by Elon Musk. New rules for Tesla stock have come into play.

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18 Replies to “Daimler/Freightliner Electric Semi 400k, Gm, VW electric, Tesla stock 2019 (440)”

  1. Tag Makers Pet Tags

    Future competition is unlikely to be between the various marques and model of the CARS themselves, but more about the user-efficiency and "convenience" features they either embody, or don't embody. That VW's EA programme is partnering with Tesla for the powerpacks is a hint that my summation might be correct. The frustration that all traditional car makers are facing is that their business model, and overall modus operandi, is simply not adaptable to manufacturing vehicles and the anciliary infrastructure that will service the needs and expectations of the future market. Tesla has already shown this on a number of fronts… Take for example the Nissan "rapidgate" affair, and compare it to Consumer Reports recent criticism of a braking issue with Tesla. Nissan had to first determine which cars were affected, then to notify the owners, who were then required to book an appointment at an official Nissan dealer, then take the car there for the software to be updated. While there would be no repair cost to customers, the practical inconvenience of a physical recall results in tons of downtime and out-of-pocket expenses for both the car owner and the dealership. Tesla fixed the issue with braking via an over-the-air software update resulting in no downtime, no cost, and it's likely that affected owners were not even aware that their car was being "serviced".
    Musk also correctly anticipated the need for a comprehensive charging network, and now several years later, (after drawing howls of laughter from the critics) the obvious logic of such a scheme is now vividly aparrent to everyone.
    And of course there are many other examples of how Tesla has planned for the most likely future, in terms of what I said above… user-efficiency and convenience. Every component in a Tesla "talks" to and with every other component. This seamless integration can only effectively occur if the vehicle is designed on a completely clean slate, and that all anciliary services are ALSO integrated from designs that start from scratch.
    Traditional car makers are hide-bound by a manufacturing model that has been crafted for the better part of a century. They are reliant on a myriad of complex supply chains and time-line limitations. The industry is full of silos, each with its own operational procedures, priorities and methods, that obliterate any opportunity for the kind of integration Tesla has shown to be vital. Even if they did manage to build a better EV, this would require them to completely abandon their current modus operandi – and that will have a massive cost, because it effectilvey makes their entire production process obsolete, and all aspect of its mechanics redundant.
    In short… the traditional automakers need to start from scratch – as if they were new "start-ups"… but it may be too late for many of them.
    Mary Barra recognises this… She has even "re-defined" GM as a "Technology Company" in an effort to distance the organisation from the traditional auto industry – a move that may prove to be pivotal when the stock-market investors and analysts start abandoning automobile companies in a big way (possibly within the next 5 years). It will happen quickly – just as disruptions have done so in other legacy industries.
    Where will this leave the likes of GM, Ford, Daimler, Toyota, Nissan, Kia, Hyundai, VW… indeed all of them? It's likely we may see a few of the giants tumble, and tumble fast. Those that survive will be those who were savvy enough to "start from scratch" – a la Tesla…
    GM's shuttered plants – I believe – are about to be stripped virtually to the foundations, and GM will (as quietly as they can) make rapid moves to re-purpose them to fit the model Tesla has so correctly predicted will be fundamental to servicing the transportation needs of the public going forward. GM will become a small company in the process, as they walk away from billions of dollars of stranded assets, and a workforce largely incapable of either being absorbed into the new model, or essentially be unnecessary after the transition. The same may be true of many of the other giants we have known (and loved) over the last 100 years.

  2. Rick Goodson

    There could be other assets that Maxwell has that Tesla sees as a nice addition to it's R & D. Like researchers or lab gear. And or the loyalty/goodwill of the management. It will be interesting to watch.

  3. Wai Chau

    I agree that OEM have all the resources to compete with Tesla. Problem is that they are not willing to give up their profit making ICE infrastructure and technology. Big company make small moves.. Small company make big move. Kodak invented digital imaging yet they got distrupted by it. Same goes to OEM, by the time EV make money, they are too late into the game thus many will go bankrupt.

  4. michelcote

    Human a entrenched in their paradigms, no aerodynamic possible which would enable less ressources utilisations for the same result.
    Personnaly I am really disapointed by all the new electric SUVs, it's better that gaz but much more could be done. What most peoples need is like a Kia Rondo, make it sexy with differents variants like 4wd, light and aerodynamic for long range with little battery pack that would make it affordable. That's it. You can disagree, it's just what I think. I just wanted to vent a little. Cheers

  5. Roger Starkey

    Did anyone miss the patent announcement?
    That (actual) cell has about the same spec improvement as the Maxwell cell, in what appears to be a 2170 format?
    How about the (ready?) TESLA Cell with a hybrid Maxwell supercap pack?
    Imagine a combination giving a 50% range improvement (20% battery, 30% supercaps) with almost zero battery stress, using existing cell technology (not solid state)?

  6. Celso Starec

    I think the presented reasoning about Maxwell's acquisition is hugely off base.

    As reported elsewhere, Maxwell had already divested from most of it's core business of supercapacitors, and maintained only a portion related to new developments that might be applied to enhance Li-ion cells.

    They call it Dry Battery Electrode (DBE) technology, similar to what is meant with the "Solid State Battery" buzzwords.

    This DBE technology might be used to enhance current battery technologies into the domain of solid state batteries quickly with incremental upgrades to current processes and machinery.

    While other Solid State Battery propositions using very different chemistries, including Sodium (Na) ions, hold high promisses, they are farther away from the market reality.

    If that is so, Tesla is buying IP and a knowledgeable staff, with direct implications to it's core business of battery manufacturing, the single most important competitive factor in the EV business.

    As with all technological bets it might boom or bust, but Tesla and Musk are knowledgeable and well positioned to make reasoned evaluation of the perspectives.

    Maxwell might not had the clout to bring a promissing idea to the market. Maybe not in time to be commercially viable. Tesla's as a producer of 50% of worldwide Li-ion cell output have both the market and need to apply new tech at scale to maintain a leading position.

    Others might opt to bet in still more challenging tech transitions to leapfrog Tesla's current position, and even use their deep pockets to buy the IP just to preclude Tesla from using it.
    (Remember NiCd, Ovonics, Toyota,…).

    DBE was the speculated IP targetted by Tesla, but I wonder it might be something else related to ultracapacitor buffering of high power rates in the Tesla's Semi.

  7. Steve McCormack

    With regard to Maxwell, I think Elon has a soft spot for Ultra-capacitors. But I have to admit I was surprised he bought them.
    Personally I think it was a good idea to buy it. Maxwell offers two possibilities. First, if and when ever(in the future) the U-cap storage density even gets to half of Lithium batteries that could be very impactful for production cost and charging performance – U-caps charge really fast because there is no chemistry involved. Imagine a 4 minute charging session…
    But more immediately to hand, U-caps already offer the possibility to create a Hybrid battery where they are connected across the Lithium pack in the car. This means super-fast charge for the U-cap section, maybe 50 miles of charge is received in seconds. Also, the U-cap can grab energy from the regenerative braking system much quicker than a Lithium cell, there-by saving energy and acting as a smoothing capacitor across the battery. This can provide less deep-cycling of the battery and extend the life of the Lithium cell.
    So I think this is an important Science experiment for Tesla. The benefit cannot always be quantified in dollars.

  8. Steve McCormack

    I am still a bit surprised that nobody else has taken the Tesla approach of harnessing a battery company and going big on a battery factory. Maybe two or more car makers could get together in a joint venture with a battery maker.. Hyundai/Kia for example. If battery production for EVs is not a sure business then I don't know what is.

  9. tigertoo01

    Still too much beige and the same rolling video is just hard to watch. Could you consider putting a logo break (or something els)in for part of the video. What's with the suit jacket and no shirt ?? Makes you look a bit crazy. Which is confusing because you are providing some very insightful information.

  10. Brad Preece

    Man, I have been watching your videos for a very long time and you have incredible insights. But these 30 min videos are a killer. No offense, while you talk very carefully, you talk very slow, so I always have to watch your videos at 1.5x speed. Perhaps you should consider increasing the speed when you edit. When I cast, I can't change the speed, so I have stopped watching you on my main TV. I know this is me being a dbag, but please go back and listen to yourself at 1.25x, you still sound perfectly normal, even better perhaps. BTW, I try to watch the full ads on your channel.

  11. Thaddeus Walker

    I was expecting more praise for the battery tech acquisition. I would assume that you being a big fan of the Semi concept would appreciate the improvement in batteries that are most beneficial to the semi with weight constraints above all other products since the weight density is low.

    Elon basically described this tech when he was talking about the next gen battery, in retrospect this was going to happen. Buying them is a quick means of contract negotiation. Tesla as a massive customer basically controls the story on the bull case for the company but dictating a bankruptcy of a tech they had previously described seems a bit much to expect. Maxwell company did explore partnership with other companies, that has to count even if other companies did not explore purchase. Tesla is the absolute leader in exploring and comparing the current state of the art in battery chemistry. Isn't it possible that they actually leveraged their research, found the jewel of battery tech, and got the best deal?

  12. yogi bee

    Greg, thought you might want to know that at 27:44 your video starts over again. As to Maxwell, I'm going to assume it was a move that will be accretive and add performance capabilities.

  13. Michelangelo Buonarroti

    Maybe Maxwell could have been bought more cheaply, but there was a risk that some other major battery manufacturer might have bought them. The benefit to a battery manufacturer is that Maxwell has a technology to reduce the cost and improve the performance of lithium ion batteries. That's really valuable to Tesla.

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