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About Maarten Vinkhuyzen

Maarten Vinkhuyzen Grumpy old man. The best thing I did with my life was raising two kids. Only finished primary education, but when you don’t go to school, you have lots of time to read. I switched from accounting to software development and ended my career as system integrator and architect. My 2007 boss got two electric Lotus Elise cars to show policymakers the future direction of energy and transportation. And I have been looking to replace my diesel cars with electric vehicles ever since.

Author Archives: Maarten Vinkhuyzen

Impressions From Mondial de Paris #MondialParis

October 16th, 2018 | by Maarten Vinkhuyzen

The Paris Motor Show, "Mondial de Paris," started a day early with a pre-show symposium for a select public: "Tomorrow in Motion." Even a few journalists were invited, yours truly not among them. But the whole 5 hour happening was live on YouTube. Arriving early in the hotel near Paris and with pencil and paper in hand, the CleanTechnica delegation was ready for it. As a French organized mondial event, half of the presentations were in French. That means that I have no notion what they were about

4 “Tesla Killers” Ready To Be Crushed By Tesla Model Y

September 30th, 2018 | by Maarten Vinkhuyzen

Jaguar I-Pace In the class of luxury midsize SUV/CUV, we have now or will relatively soon have 5 new fully electric vehicles that are serious all-around usable cars. Oops, in the USA, half the cars are not called cars but trucks. These vehicles are the Jaguar I-Pace, Audi e-Tron, Mercedes EQC, Tesla Model Y, and BMW iX3 — placed in order of expected start date of sales

Tesla Board Of Directors — Independent Candidate Ideas

September 30th, 2018 | by Maarten Vinkhuyzen

Tesla is looking for two new independent directors. There are many very capable candidates outside the normal business circles. We want candidates that will stay true to Tesla's mission, and can even protect Musk from market pressures by keeping an eye on the future

Compliance Cars In USA — But Not In Europe

September 30th, 2018 | by Maarten Vinkhuyzen

How often have you heard the complaint that all the electric cars on the market aside from Teslas are only compliance cars and that the carmakers have no intention to make enough of them to sell the cars in high numbers

Nissan’s Long Strange Trip With LEAF Batteries

September 29th, 2018 | by Maarten Vinkhuyzen

The Nissan LEAF is infamous for its battery problems. It started with the fast degrading 24kWh battery in the original 2010 Nissan LEAF. That battery was not up to the hot conditions of US Southwest states. It was replaced by a battery with a different chemistry, the 24kWh "lizard battery" in 2014. In 2015, the model year 2016 (MY2016) LEAF got a slightly larger 30kWh battery option. In the MY2018 Nissan LEAF, an even bigger 40kWh battery was offered

Diess Turning VW Into EV Juggernaut

September 6th, 2018 | by Maarten Vinkhuyzen

Last weekend Herbert Diess, CEO of Volkswagen Group (VAG) and Volkswagen, shocked his managers. At a leadership summit, he proposed to alter the company-car rules. The 20,000 employees who have a company car like the bigger, thirstier, and more expensive models, but shouldn't they all be driving electric

Open Letter To Catherine Wood About Private Tesla vs Public Tesla

August 25th, 2018 | by Maarten Vinkhuyzen

While this letter was being prepared for publication, Elon Musk released the news that he decided not to follow through on his idea of taking Tesla private. That news made the goal of this letter obsolete. But the arguments in it are as valid today as they were yesterday, making it still worthy of publication

Tesla FUD Champion Linette Lopez Did It Again — #Pravduh

August 22nd, 2018 | by Maarten Vinkhuyzen

Before people start placing Linette Lopez on a pedestal, note that she is a "champion of Tesla FUD" only outside the realms of Seeking Alpha. It appears the Tesla writers on Seeking Alpha are in a competition about who can create the most outlandish theory about Tesla's finances, preferably completely devoid of reality, whereas Linette Lopez is more your run-of-the-mill yellow press reporter

Pros & Cons Of Tesla Going Private — #TeslaPrivate

August 15th, 2018 | by Maarten Vinkhuyzen

Since Tesla CEO & Chairman Elon Musk tweeted out a note that he was "considering" taking Tesla private, my mind has been racing through the pros and cons of such a change. Add me to the thousands or millions of others in this same boat. While we've hosted many an interesting discussion about the pros and cons, however, we haven't actually published an attempt at a comprehensive summary of these pros and cons

Splitting Tesla, Transitioning Shares, Updating The Board — #TeslaPrivate Possibilities

August 14th, 2018 | by Maarten Vinkhuyzen

Today's blog post from Tesla CEO & Chairman Elon Musk confirmed my WAG about the cost of going private. It is somewhere between $0 and $24 billion. For both amounts, Elon can get the funding secured. But for the amount of $???, it is a bit harder. Investors want to know how much they are going to invest, and how much influence they are going to get for that amount

Model 3 Is Tesla’s “Get Out Of Jail Free” Card — #TeslaPrivate

August 13th, 2018 | by Maarten Vinkhuyzen

For 15 years, Tesla has been prisoner of The Secret Tesla Master Plan. It called for the development of a number of products and the acceleration of the world's transition to renewable energy. To achieve those goals, Tesla was forced to travel from milestone to milestone, with a pause to recuperate and then get back to the maximum speed its financial resources would allow

Elon Musk Should NOT Recuse Himself — #TeslaPrivate

August 13th, 2018 | by Maarten Vinkhuyzen

While this article waited for the editor to come along and publish it, the world changed. Elon published on August 13, 2018, a new blog post explaining his actions on and before the 7th of August, when he tweeted about taking Tesla private at $420 and sent a letter to Tesla's employees. I leave the original article as written, and add an addendum with the consequences of these new revelations

A Tesla Financial Model & Shareholder Letter Walkthrough

August 9th, 2018 | by Maarten Vinkhuyzen

Last Wednesday, August 1, 2018, we got a ton of fresh information in the Tesla shareholder letter and conference call. The prediction of our financial model of the Tesla results, "Vijay’s SimTesla Game," was right within a few million, after correcting for the ignored restructuring costs. That's not because we got everything right, but because the mistakes cancelled each other out

Tesla Needs New Models & Trims

May 30th, 2018 | by Maarten Vinkhuyzen

When driving past Amsterdam this morning, it occurred to me that all Tesla cars look the same. That is not good for an exclusive brand that aspires to sell hundreds of thousands of their cars

Spoiler: Business Insider Is An Outsider — #Pravduh

May 27th, 2018 | by Maarten Vinkhuyzen

Business Insider decided to join the chorus of Tesla-bashing media. It did give the job to an excellent writer who had no idea what he was writing about, so it might have convinced others he was right who didn't quite know what they were reading about. We can’t all be experts, but a real "insider" would not write this misinformed and misleading piece

Tesla Airlifts Robots To Save Money, Jumping Last Hurdle To 6,000 Model 3’s A Week — #Pravduh

May 26th, 2018 | by Maarten Vinkhuyzen

Elon Musk confirmed on Twitter last night that 6 planeloads of equipment that Tesla just flew from Germany to California are indeed robots from Grohmann. Don't envision Westworld-like robots occupying all the seats in a jumbo jet, enjoying the latest movie. These are automated assembly systems for the Gigafactory to solve the last problems with battery module assembly. For over half a year, it is known that the biggest hurdle to ramping the Model 3 production is unexpected limitations of the battery assembly line

Stop The Presses! Tesla Stopped Producing The Model 3!!

May 25th, 2018 | by Maarten Vinkhuyzen

Did you fall for this clickbait headline? You are not alone. Even the serious Dutch press thought it worthy to write about a car factory in California which performs normal scheduled upgrades/improvements on their production line while it is in development. When the local village paper in Fremont, California, mentions it because of the extra visitors to the shopping mall, that is understandable. But what crazy world do we live in that this is worldwide news? This has happened a number of times, by the way

Tesla Cash Burn or Bonfire of the Analysts? — Tesla Bankwuptcy Explained, Part 3

May 17th, 2018 | by Maarten Vinkhuyzen

How did Tesla get into this hopeless situation? The short answer: “It did not.” The long answer is in 3 articles. The first one examined the problems 450,000 Tesla Model 3 reservations created. The second one gave a long look at the profitability of Tesla products. This third one finishes with the media madness about “Tesla Cash Burn.”

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