Not_an_Analyst🇺🇦 Profile picture
Sep 2, 2020 3 tweets 2 min read Read on X
UK's Whatcar reliability study finds Model 3 is both

The most reliable Executive Car

AND

The most reliable Electric Car



whatcar.com/news/the-most-… Image
Model 3 beat out gas, diesel and hybrid cars from Lexus, Mercedes, Audi, BMW, etc. for top honors in the Executive class🏆🥳💥🥇

Image
And it gets better:

"Just 5% of Model 3s suffered a fault, and those that did could still be driven."

And for the few small issues that came up, Tesla Service was Johnny-on-the-spot:

"All were fixed in a day or less at no cost to the owners."

#TeslaServiceIssues @enn_nafnlaus

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More from @facts_tesla

Sep 18, 2020
Martin Tripp's claims against Tesla for libel and false light were thrown out because the judge found the gist of Tesla's/@elonmusk's statements were true:

"Tripp cannot show actual malice. Indeed, the Court finds he cannot even meet the lower bar of falsity."🔥🔥🔥



1/
The judge also found Tripp potentially on the hook to pay Tesla for punitive damages because

"a rational trier of act could reasonably find Tripp acted in conscious disregard of Tesla’s rights."



2/
The judge found that deliberately leaking confidential information and trying to lure another employee to leak confidential information by promising payment of $50K wasn't kosher

(Should be no surprise to anyone but and their pet reporters.)



3/ Image
Read 5 tweets
Sep 18, 2020
FERC's new order means that Tesla will be able to have networked Powerwalls, Powerpacks and solar products make money supplying a wide variety of grid services👇

And share the profits with customers in the form of discounted products or energy plans, or direct payments

Image
The net effects will be to:

➡️reduce the cost of home and commercial storage/solar systems
➡️reduce overall electricity costs
➡️reduce risk of blackouts and and allow utilities to utilize more solar and wind power by creating a more flexible and resilient grid
So as Tesla drives down the cost of batteries and ramps up capacity, in many cases the actual costs to customers will fall even faster because they will become a provider of services to the grid that subsidize the cost of the batteries, while adding to Tesla's bottom line
Read 4 tweets
Sep 17, 2020
New study finds plug-in hybrids' real-world CO2 emissions are almost TRIPLE results from the lab (120 g/km v. 44 g/km)

Many owners rarely charge their PHEVs, and many PHEVs have features that use the fossil fuel engine more than in the lab

bbc.com/news/science-e…
First diesel
Then PHEVs
Now hydrogen

Bad technology solutions peddled by legacy auto, while it drags its feet on investing in cleaner and more efficient electric cars
Also, can we please stop using the term "EV" to refer to plug-in and other hybrids?

An EV is a fully electric vehicle

Hybrids (HEVs), including plug-in hybrids (PHEVs), burn fossil fuel and it is confusing and misleading to refer to them as EVs

@zshahan3 @ResidentSponge
Read 5 tweets
Jun 7, 2020
Still one of the most important and overlooked developments: revenue generated and cars produced per dollar of capex is rising rapidly

Capex/unit will continue to fall quickly per Wright's law, making it cheaper to fund growth and easier to generate cash flow
Even modelers as bullish as Ark do not yet incorporate this trend in their models👇

I predict within 1-2 years this trend will be unmistakable, as units and revenue per continue to soar



This is also an extremely important trend for the transition to sustainable transport

As capex/unit continues to plummet, total capital needed to transition autos (and trucks/buses) from fossil fuel to EV will be far less than most models predict

@ProfRayWills @JHildenMinton
Read 4 tweets
May 29, 2020
In Q1 2020, Tesla Model 3 was the number 1 selling new vehicle of any kind in California🏆🚀👍

It outsold Camry, Civic, Accord and F150

1. Model 3 18856
2. Civic 18001
3. Camry 17871
4. F-Series 12981
5. Accord 12551



cncda.org/wp-content/upl… Image
Oddly enough, the California New Car Dealers Assn headline says the Honda Civic was the "best seller" in Q1, but its data shows Model 3 sales were higher (18856 v. 18001) -- remarkable given the substantially higher price for the Model 3.
Compared to Q1 2019, Tesla:

Increased CA market share to 4.6% v. 4.0%

Increased CA sales by 9.3%, despite the pandemic hamstringing sales during the critical EOQ period

Read 6 tweets
Mar 26, 2020
GM and Ford’s EV plans for North America have leaked

Spoiler alert: they are a joke

By 2026 they plan to produce only 320,000 #EVs

While increasing production of SUVs and pickups to 5.2 million from 4.6 million

#tesla

reuters.com/article/us-aut…
They expect to INCREASE production of SUVs and pickups by 600,000 — almost double the number of #EVs they plan to build🙃

EVs are only expected to be 5% of production 😠🙄

#tesla
“Large SUVs consume about a quarter more energy than midsize cars, meaning the plans will most likely wipe out any gains in overall fuel efficiency or reduction in auto emissions that were targeted over the next six years, according to industry experts.”

#tesla
Read 4 tweets

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