Teslacast
[Podcast] Tesla Batteries and the Gigafactory

Zachary Shahan of CleanTechnica chats about Tesla, the Gigafactory, EV batteries, LEDs and more.
Source: TWiE
Audio length: 1:20 hour
Related: Comparing Tesla battery technology against the competition

Investor's Corner
Tesla short-seller and TSLA bull face off in classic Bull vs. Bear debate

The Quoth the Raven podcast recently hosted a debate between notable Tesla bear and SeekingAlpha contributor Montana Skeptic and Tesla bull and YouTube host Galileo Russell. Over the hourlong session, both bull and bear discussed issues from Tesla’s financial status, competition from other carmakers, and the company’s future.
MontanaSkeptic1 is an outspoken Tesla critic and a supporter of the bear thesis against the company. An interview with QTR on Seeking Alpha states that Montana has a JD from Yale Law School and manages a $1 billion portfolio. After graduating from Yale, Montana has 30 years experience as a trial lawyer. Montana also notes that he did not take a bearish stance on Tesla from the start. Rather, he states that after reading the company’s filings, he was reminded of Enron, an American energy, and commodities company that went defunct in 2001 after a scandal caused by accounting fraud.
Galileo Russell, on the other hand, is 25 years old but is a self-confessed “finance geek” who has a bullish stance on Tesla. Galileo studied Finance & Entrepreneurship at New York University – Leonard N. Stern School of Business. He currently runs a YouTube channel called HyperChange TV, where he discusses stocks such as TSLA, SNAP, AMZN and other tech companies. Galileo first made waves after he predicted Amazon’s acquisition of Whole Foods months before it was announced, but more recently rose to fame after having 23 minutes of airtime with Elon Musk during Tesla’s Q1 2018 earnings call.
The debate between the Tesla bull and bear adopted a structured format, with Montana and Galileo getting an equal amount of time to state their case for a particular topic. The hourlong debate started with a discussion on whether Tesla’s CapEx would be sufficient for the company’s future projects like the Model Y, Tesla Semi, Solar Roofs and its other upcoming products, followed by Tesla’s market share and sales in the United States. Elon Musk’s behavior on social media was also discussed. During these rounds, each side presented a number of compelling arguments, with Montana Skeptic pointing out Tesla’s losses every quarter and Galileo arguing that becoming a profitable car maker requires a heavy time investment. Both reached a consensus that Elon Musk should be more restrained on Twitter.
Ultimately, however, the Tesla bull focused on the long-term prospects of Tesla, as well as the potential of the company in the future, while the bear case is founded on skepticism that Tesla could deliver a $35,000 Model 3, the China Gigafactory, and compete with profitable automakers that have a proven history of manufacturing at scale. The final arguments of Montana and Galileo summed up their stance on the electric car maker.
“I think Tesla is just extraordinarily weak. It lives from capital raise to capital raise. But for a capital raise, it is always on the brink of insolvency. I think that other automakers have a huge advantage. They have a portfolio of products, and those products are largely profitable, and the fact that they are compelled to make EVs that don’t make economic sense, and would never be bought other than as niche performance products, absent huge subsidies. That makes a huge difference. They would be able to outpace Tesla. The interior of the Model 3 has become tired. It was never all that luxurious, and I think it won’t be the aspirational car much longer, especially when these other cars hit the market, and this is happening,” Montana said.
“If you see Tesla’s business unfold and that’s why if you compare them to all the old metrics and look at how much money they’re losing now, you’ve missed the entire story because you’re failing to appreciate just how rapidly Tesla is growing. This is a Silicon Valley company. Software is eating the world. Software is eating every single aspect and niche of the way we build cars, what’s in cars, how they run, how we interact with our cars. This is a totally, fundamentally different set of skills than building an internal combustion engine,” Galileo said.
Listen to the full Montana Skeptic vs. Galileo Russell debate in a recording of the Quoth the Raven podcast below.
https://www.youtube.com/watch?time_continue=190&=&v=LqKEP6j0qe0
Lifestyle
Alta Motors is the Tesla of motorcycles: Race-ready acceleration with energy dense battery packs

California-based electric motorcycle manufacturer, Alta Motors, builds some of the fastest and most advanced, competition-ready electric motorcycles in the world. Founded in 2008 by Marc Fenigstein, Derek Dorresteyn, and Jeff Sand, Alta Motors is arguably the Tesla of motorcycles. The company claims that “mile for mile, there is no smaller, more compact, energy dense battery pack in transportation” than the ones used in the company’s line of all-electric motorcycles, including the Enduro (EX), Motocross (MX), and Supermoto (SM).
I sat down with Alta Motors’ CEO on the NextMobility podcast to discuss the company’s current lineup and their upcoming products.
“I think it’ll [Supermoto] give more people an opportunity to try out what we have built. I think they are the most fun style of motorcycles out there… with electric, there is no maintenance, so you get all the benefits of a race breed supermoto and none of the headaches,” said Marc on the NextMobility Podcast.
- Photo: Alta Motors
- Photo: Alta Motors
- Photo: Alta Motors
- Photo: Alta Motors
Alta Motors has been developing and perfecting their powertrain over the last several years, and the results of their efforts have left them with one of the most energy dense automotive battery packs available, says the company. Alta uses 18650 lithium-ion battery cells, the very same form factor Tesla uses in its Model S and X. In speaking with Marc, he tells me that Tesla is one of the only other automotive companies really paying close attention to thermal pack management, which is crucial to pack longevity and safety.
“If you are trying to get from one side of Manhattan to another, there isn’t anything else with a license plate that can keep up.” – Alta Motors CEO, Marc Fenigstein
Alta raised $27M in June of this year to help develop their next platform, a full street motorcycle, and scale their manufacturing processes. The company in its current capacity manufactures 20 bikes per week but is looking to grow production as their sales network grows.
Be sure to tune in for the full season of NextMobility podcast and subscribe.
Lifestyle
New Anti-Tesla site by “Oil Barons” is absolutely hilarious

Serial tech entrepreneur and Tesla CEO Elon Musk has been the subject of much criticism over the last 6-months since joining President Trump’s Business Advisory Council. But this newly found criticism is actually hilarious. A website under the domain stoptesla.com rallies support to “Stop Elon Musk before it’s too late for us!”
The satirical videos poke fun at those protesting against Tesla’s mission to shift away from a fossil fuel burning economy.
“Greetings, oil product consumer. The time has come to make a decisive choice. Listen to your pumping heart, and let not our riches of your labor be lost to this Model 3!” – StopTesla.com
The site proclaims that Tesla’s upcoming Model 3 will unleash dangers towards international fossil fuel corporations, describing the vehicle as, “the infamous fast, long-range, environment-friendly and offensively affordable fully electric auto-piloted car from Musk.”
This campaign, evidently an entry into Tesla’s Project Loveday contest, comes just months after VC Doug Derwin launched a $1M campaign to convince billionaire Elon Musk to distance himself from Trump.
The StopTesla campaign provides a hilarious view on the fate of fossil-fuel companies, as companies worldwide continue to take notice of the impending shift towards renewables spearheaded by a growing electric-car market. Recently, Shell has announced intentions to build out a network of DC chargers starting in the UK. While there is still a significant amount of work needed to bring electric vehicles and renewable energy to the masses, it’s nice to see a fun take on the push-back from the fossil fuel industry.
“Let’s all reunite and stop the future from happening while we still can!” – StopTesla’s tagline
Check out StopTesla.com for some LOL moments.
Here is another video the site has put together:
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