I have a strong feeling Tesla is actually going for this car-as-service
route with their Model 3. It might not be even a 'new' car which can be
bought. Instead it could be just modified/stripped Model S with autonomous
driving. But this is just my guessing as this would be something which I
would do if I had a role in Tesla.

Why I have this 'feeling'.

European trend seems to be away from owning the car. It's a nuisance.

Also.

The thing is, while Tesla is doing many things right, they do not perhaps
realize how all other car manufacturers are going to hit below $100/kWh
with their batteries very quickly. And that's at the pack level. It looks
like that since factory investment costs are dropping like a rock now.
Water based process and some other things rethought has brought us to close
where one machine builds the cells without dry/clean room requirements.
Also it's super fast that way with much less work force needed to operate.

Investment cost was about $1/Wh/annum in 2010. GigaFactory is going for
10c/Wh/annum (while includes raw material processing). But we are going to
see well below 1c/Wh/annum costs before 2018. Calculations reveal even
lower numbers but there are still few questions to be answered before we
have a completely tested and working dry powder process. So I see no
trouble in achieving end customer prices of $100/kWh at pack level.

If Model 3 is going be sold at $35k there is going to be a lot of $20k
versions from Nissan/Ford/GM etc. This calls for the superior Tesla
mentality to rethink/reinvent the business.

-Jukka

p.s.- This $/Wh/annum is a way to compare how much the initial investment
cost is compared the factory output on the 1st full production year. It's
easily misused but in this case it gives a good way to compare 'apples' to
'other apples' and what you get with your money.



2015-10-08 11:38 GMT+03:00 brucedp5 via EV <ev@lists.evdl.org>:

>
>
> http://www.t3.com/features/bmw-drivenow-hands-on
> We tested BMW's DriveNow on-street car hire service and IMMEDIATELY crashed
> the car
> By Duncan Bell  [20151002]
>
> [image
> http://media.t3.com/img/resized/bm/xxl_BMW-DriveNow2-970-80.jpg
> (i3)
> ]
>
> Available in the London area, we reckon it was definitely the other guy's
> fault
>
> BMW's DriveNow service allows Londoners to pick up a choice of BMW and MINI
> cars, including the T3 Award-winning, all-electric BMW i3. We tried it out,
> and almost immediately got involved in a crash, but up to that point we
> were
> highly impressed.
>
> The DriveNow service is available in the north east of London only so far,
> on the areas covered by this map. There are 270 cars in total, including
> BMW
> 1 Series and Mini Countrymans (Countrymen?) and the big prize, 30 BMW i3
> electric cars.
>
> You register here [
> https://uk.drive-now.com/#!/register/1
> ]- there's a £29 fee - and download the app [
> https://uk.drive-now.com/
> ], which is for iOS only, here. The app's key functionality - unlocking the
> cars - also works on Apple Watch.
>
> The killer feature of DriveNow is that you can leave the cars anywhere you
> want, within the above zone. Well okay, you can't leave them blocking a
> junction, but you can freely deposit them in any parking space, gratis.
>
> We found registration straightforward, apart from the fact that it took
> three attempts to upload our documents. It also took a day or so for the
> driving history to start appearing.
>
> With the likes of Zipcar well established, this kind of on-street, smart
> car-hiring service is not new but BMW has innovated by adding features such
> as having a fuel guage on the app, and also an easy filtering system to
> find
> the type of car you're after.
>
> The app's sidebar is overly busy with options and could do with some
> reorganisation, and it's not very clear that you can use the app to call
> customer services, especially when you are, for instance, in a panicked
> mindset after an accident.
>
> Now, to be fair, we only discovered this because, upon settling into our
> BMW
> i3, having opened it via the app, we set off and were almost immediately
> involved in a minor shunt that we swear is not our fault. We eventually
> managed to contact customer services via the car's onboard computer, and
> they were very helpful.
>
> DriveNow is a joint venture between BMW and rental company Sixt SE, with
> Vodafone providing the communications infrastructure in London. It operates
> in eight cities around the world as well as London: Berlin, Hamburg,
> Munich,
> Cologne, Dusseldorf, San Francisco, Vienna, Copenhagen and Norwich. No
> okay,
> not Norwich.
>
> The nature of DriveNow is such that you don't have to pay for tax or fuel,
> and insurance is also included. Although to quite what extent the insurance
> covers you, we'll have to let you know once this thing works itself out.
>
> Other costs are 39p per minute when driving, 19p per minute when parked up
> without having ended the hire period, and you do have to cough up for
> London's much-loved congestion zone (£11.50 during peak hours), if you
> enter
> it. Unless, that is, you're in an i3, because that, as a non-polluting EV,
> is exempt.
>
> These are all cool cars to drive, especially the i3 and the ability to park
> wherever you want is great. However, the relatively small area of London
> covered by the service makes it hard to give a big, general thumbs-up to
> the
> service, unless you live, work, shop and do business within that zone ...
> [© Future Publishing]
>
>
>
>
> http://www.examiner.com/article/bmw-s-drivenow-electric-car-service-short-circuited-san-francisco
> October 5, 2015  ... BMW is pulling the plug on its DriveNow electric
> car-sharing program which lets motorists to rent electric cars by the
> minute
> due to problems with “parking permit regulations, in San Francisco, ... the
> company ... will look t offer its services elsewhere ... suspending the
> service there as of November 2, ... it, “fully expects to return once the
> city reforms its parking policies to allow for one-way car sharing.” ...
>
> http://www.autonews.com/article/20151005/RETAIL/151009908/bmw-car-sharing-program-quits-san-francisco
>
>
>
> http://evfleetworld.co.uk/news/2015/Oct/DriveNow-adds-further-BMW-i3s-to-electric-car-sharing-fleet-in-London/0438021909
> DriveNow adds further BMW i3s to electric car sharing fleet in London
> 07 Oct 2015   Car sharing specialist DriveNow has boosted its fleet of BMW
> i3s in the Capital with 20 new vehicles. The latest BMW i3s joins the
> existing 30 on the DriveNow fleet and are available for pick-up and
> drop-off
> anywhere in the boroughs of Hackney, Islington, ...
>
>
>
>
> For EVLN EV-newswire posts use:
> http://evdl.org/evln/
>
>
> {brucedp.150m.com}
>
> --
> View this message in context:
> http://electric-vehicle-discussion-list.413529.n4.nabble.com/When-testing-DriveNow-hire-service-we-IMMEDIATELY-crashed-their-i3-EV-tp4677966.html
> Sent from the Electric Vehicle Discussion List mailing list archive at
> Nabble.com.
> _______________________________________________
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