Tesla has bounced back after Monday's lockup drop. Nonetheless, many comments I received on my Tesla posts show skepticism, and ask what is so special about Tesla. This week's Economist tackles that question. Simply put, Tesla went about designing its battery packs the Silicon Valley way, while Chevy with its Volt and Nissan with its Leaf went about it the car company way.
Tesla assembles its packs from thousands of battery cores of the sort found in laptop batteries, leveraging a scale manufacturing ecosystem. The car-makers redesign the batteries into large-format cells, laminated together in tiles, creating a custom-maunfacturing requirement for each car-maker. Which approach do you expect is more scalable and cost-effective?
Tesla puts 6,831 battery cores into blocks, and assembles blocks into its battery pack, which is liquid-cooled. The Leaf uses 192 tiles, each the size of a magazine, and ties four tiles to make a module. The Leaf's battery pack is made from 48 modules and is air-cooled. Which approach to cooling do you think better extends battery life and manages environmental changes?
Tesla may see more competition from battery-pack makers like A123. They also design a custom battery, rather than using laptop cells, and modify the chemistry to make them less prone to over-heating and easier to cool. It also makes them less energy intensive, requiring more batteries for the same drive time, although perhaps they can be managed differently to last longer (ie. allow a lower level of discharge before recharging). Another new entrant is Coda, which initially planned to use A123 batteries but switched to designing a custom battery with a Chinese company that is one of the largest makers of laptop cores.
Game on! Tesla's stock is holding up while A123 is still well below both its IPO price and its first-day pop. My bet is on the Silicon Valley way.
Nobody commented on this, but Israel.
>Canadian Real Estate starting to take a beating.
It's about time.
http://www.crackshackormansion.com/index.html
Posted by: Mamma Boom Boom | Monday, December 27, 2010 at 08:40 AM<
Posted by: Mamma Boom Boom | Wednesday, December 29, 2010 at 02:43 PM
We have been travelling over Christmas so top of the season to everyone.
In my travels, I met 3 or 4 folks that had lost their homes over the last year or two. One couple, just outside of Fresno saved for 15 years before buying in 2006. Completely wiped out. He holds down the fort with 4 kids and a part time electrician's job. She was 1 of 125 selected by United (750 applied) for a job and now lives in Denver. I admire their spirit.
Greenspan, Bush and the Bernank really hurt a lot of good people.
Hock
Posted by: Hockthefarm | Wednesday, December 29, 2010 at 04:58 PM
Hock, welcome back! Note that there is a new The Bernank video out: http://www.youtube.com/watch?v=UGlX1BDgLBY
I may have to post it ...
Posted by: yelnick | Wednesday, December 29, 2010 at 05:46 PM
y:
Q: What is deflating right now?
A: The Ben Bernank.
Thanks, I needed that. Now if Ron Paul would just bitch slap Greeny on CNBC we could all say it wasn't such a bad year.
Hock
Hock
Posted by: Hockthefarm | Wednesday, December 29, 2010 at 07:36 PM
>Greenspan, Bush and the Bernank really hurt a lot of good people.<
Hock, you left out the worst criminal, Bill Clinton. He's the most important factor in our economy being trashed.
What are the circumstances surrounding these people you met who lost there home? Job Loss?
Posted by: Mamma Boom Boom | Thursday, December 30, 2010 at 08:40 AM
Obama Fan:
http://www.youtube.com/watch?v=pgBVrpI-4Ww&feature=player_embedded
Posted by: Mamma Boom Boom | Thursday, December 30, 2010 at 09:33 AM
"Hock, you left out the worst criminal, Bill Clinton. He's the most important factor in our economy being trashed."
What kind of meds are you on???
Posted by: Budget Surplus | Thursday, December 30, 2010 at 10:32 AM
>What kind of meds are you on???<
None that are legal.
Posted by: Mamma Boom Boom | Thursday, December 30, 2010 at 11:09 AM