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[Fran K]

…. From the YT channel called: Electric Bike Action Magazine,.....

Here Jay talks about their approach of high end first and how the direct to consumer model that Tesla uses allow for a high profit margin and puts more money in R&D.

I am confused, just in about the last week I read that the only reason Tesla shows a profit is that they essentially sell pollution credits to other entities.  I am at minute 8:12

Fran

[NEW2elec]

Tesla just paid $100 million for the land in Austin to build the cyber truck so they have money from somewhere. 


After watching the whole video, I'm impressed even more.  He's playing my song on so many issues and really helped explain why some things are the way they are.

[Fran K]

This is one of the more interesting places on the internet, this thread.  It says it has 3 times the voltage of a Zero and the motor spins significantly faster.  Really vague about the battery chemistry.  Seems out of touch with taking a bike out oa a crate and the time it takes to be ready to ride, and the weight for the crate seems absent.  If it really comes ready to ride in 5 minutes the crate is heavier than what they get at normal bike dealerships.

I could find a few other things to mention  that don't seem realistic.  So Zero is stuck with pouch cells and no primary reduction.  Damon is going to be pretty stuck from what I understand the frame being the reduction gearbox, engine mount and battery mount (enclosure?) the way I understand it.  I see a few 4 or 5 minute videos on their YouTube presence Harley and top of the line Zero.

Half a million top of the line of today equivelant electric bike sales did he say by 5 years? All brands world wide.  2021 to 2026 inclusive?  What do you think?  Kind of vague on what they expect to produce, would not one have an idea of numbers they told the high end suspention and brake makers?

[NEW2elec]

This is one of the more interesting places on the internet, this thread. 

Thank you, I feel the same way.   

Yes a crated gas bike would be a dry weight, so likely much lighter.
Sales figures post Covid are anyone's guess really.

Also he clearly states that the founders and premier bikes won't be shipped out until late 2021 so plenty of tweaking time.  He also said 1 in 10 have opted for the premier bikes so they have some idea of how many.

[Crissa]

I am confused, just in about the last week I read that the only reason Tesla shows a profit is that they essentially sell pollution credits to other entities.

That's one reason they're profitable.  But this is addition.  A+B=Revenue.  If B equals the profit margin... Then A-x=Revenue wouldn't be profitable.  It would lose -x money.

So why would they charge less for their cars again?

(Which are currently a minority of their business compared to battery sales)

-Crissa

[Fran K]

I am confused, just in about the last week I read that the only reason Tesla shows a profit is that they essentially sell pollution credits to other entities.

That's one reason they're profitable.  But this is addition.  A+B=Revenue.  If B equals the profit margin... Then A-x=Revenue wouldn't be profitable.  It would lose -x money.

So why would they charge less for their cars again?

(Which are currently a minority of their business compared to battery sales)

-Crissa

You cut out the reference in the podcast time I was discussing in my post.  Why ask me a question that is more of a thread hijack  (edit: derail probably more appropriate)  instead of going to the time 8:12 listen a few times and if you choose to respond try harder.  The discussion was about mark up from manufacturing cost to final cost to the consumer.

Did you listen to it all?  I guess a podcast can be a video with a still picture.  Did you find any munute mark you thought was misleading or incorrect?

[Crissa]

Did you listen to it all?  I guess a podcast can be a video with a still picture.  Did you find any munute mark you thought was misleading or incorrect?

What does the podcast have to do with interacting with your own statement?

-Crissa

[Electric Cowboy]

Hey guys, there are 10 pages here, I am going to openly admit I have not read them. I am just curious has anyone yet called BS on the specs and fact that no real bikes have been made yet?

I am looking forward to seeing if these guys realize their specs are... shall we say... in line with the tooth fairies existence. I am hoping their specs become more realistic. If they do, then they have a shot at making feasible specs and pricing to become an actual manufacturer.

For the moment I am watching them like a pug watches a cat, very carefully and prepared to run screaming!

[Richard230]

 

[NEW2elec]

Brandon your like a stray cat.  We never know when you will show up.

You can look back a few pages at Morgan and my discussions about Damon's announcement of take test ride applications.  I told him I hope you two sign up for a test ride if they bring them to CA.

You really should watch some of the CEO Jay's interview videos and you can take them for what it's worth to you but I get a totally different vibe from this company compared to Lightning.

[Alan Stewart]

I am confused, just in about the last week I read that the only reason Tesla shows a profit is that they essentially sell pollution credits to other entities.

Tesla is spending all their money on growth and product development, that’s why their profits are minimal. They’re building three new factories simultaneously, developing the Semi, Cybertruck, and the new Roadster, building a pilot battery cell production line, expanding the Supercharger network, building new service centers, and developing who knows how many unannounced new products. That’s just the automotive business. They also are building the Energy and Solar businesses.

[Alan Stewart]

(Which are currently a minority of their business compared to battery sales)

No, that’s not true, if you’re referring to their stationary battery business. Their automotive business is king, but the energy storage business will possibly be larger eventually. Elon has stated that the potential storage market is larger, but we don’t know what percentage of it will be Tesla’s.

[Fran K]

I am confused, just in about the last week I read that the only reason Tesla shows a profit is that they essentially sell pollution credits to other entities.

Tesla is spending all their money on growth and product development, that’s why their profits are minimal. They’re building three new factories simultaneously, developing the Semi, Cybertruck, and the new Roadster, building a pilot battery cell production line, expanding the Supercharger network, building new service centers, and developing who knows how many unannounced new products. That’s just the automotive business. They also are building the Energy and Solar businesses.

Tesla is the only car company with a margin in the 35 to 40% range.  That is pretty much word for word what I was attempting to discuss.  Minute approx. 8:12


How about the part where he states all of the other manufacturers who have come and toured his facility.  Not sure of the exact wording or the exact minute.

[NEW2elec]

I do believe Jay from Damon was talking about other top brass trying out the Copilot function really as a stand alone technology.
I think they feel they would like to license that to other bike companies, either as a separate venture or as a revenue stream for the bike end of Damon.

[NEW2elec]

But wait there's more!

I stand corrected as now they say adding a passenger seat is an option.
Quote from Damon on their FB page:

Do you like taking a passenger on your motorcycle? 🏍??
?
If yes, we recommend our Hypersport HS! This model will have the option to add on a passenger, so you can ride into the wind with your main squeeze. 💏 ?
?
Or anyone lucky enough to enjoy the ride with you!

End Quote.

By the time it hits the market it may cook you dinner too!