Recent content by cab

All true. However, Americans also like/love "cheap stuff"....and "made in China" tends to equate to lower cost for American consumers. The tariffs are designed to protect American businesses, but it seems inevitable that this is a temporary bandaid at best. Look at the dominance American...

Do I think Elon's other ventures took time away from his oversight of Tesla? Hard to believe they didn't (it's just math). Do I think Tesla has his full attention now? Yep. Key question: "Do I think Tesla's competitors in the vehicle space - GM, Ford, VW, Toyota, etc. - would be happy or sad...

I actually wonder if Elon came to the harsh realization "we ultimately can't beat the Chinese" with regard to EV production. The number of Chinese competitors in the space and the rate at which they iterate on new models is, frankly, astounding. This may just be him pivoting the company as...

I think Elon said on the last call that Tesla would own and operate the RoboTaxi network. I assume the factory would make the cars and these "operational hubs" would handle all day-to-day operations of the cars. Your comments on charging are probably right on the money - maybe this is where we...

Forgive me if this has already been theorized (lot to cover in the thread these days), but could one reason for the dismantling of the Supercharger team (or subteam), be that RoboTaxis will require a simpler "centralized hub" model of superchargers (i.e, fewer, large locations vs. many smaller...

Honestly, after a few decades in corporate America, I can say that never really happens. Heck, I've heard corporate leaders utter phrases like "we have no more planned reductions in force" while I was simultaneously being asked behind the scenes to provide names for the next RIF. Sure, there...

I don't.

My recent thoughts about RoboTaxis and FSD have definitely evolved and I think they - standalone RoboTaxis and personal vehicles with FSD - will co-exist and become the "norm" much sooner than I would have expected. Indeed, with regard to personal vehicles with FSD I can see that feature...

I am technically in the market for another car. I have been looking at used EVs about 2, possibly 3 years old - almost exclusively NON-Teslas as there are some stellar deals on a number of compelling EVs (the Koreans in particular). However, for the first time ever, I found myself thinking...

Thanks. That is an interesting example for sure. Bolt and Sonic on same line

As a fellow car enthusiast I understand platform-sharing across vehicles. Indeed, a platform used to be just badge-engineered version of the same car, but has evolved to be something more fundamental with vehicles that are materially different form each other sharing a platform (see VW's MQB...

The SMALL SUV segment (like the HRV vs. the larger CRV from Honda or XC40 vs. the larger XC60 from Volvo) is one of the hottest growing sales segments.

In some ways this pivot seems very un-Elon-like ( to adopt a more traditional manufacturer's approach to new models), but it could be any number of things like: 1. The 3 and Y already share a lot so this is just an extension of that idea 2. Maybe folks were telling Elon what they "thought" he...

The only "negatives" with this approach are: a.) it won't generate the margins the unboxed process promised b.) not the moonshot leap that was hoped for over what every other manufacturer does It is really a pragmatic nod to the environment they/we are currently in and puts to bed the "only...

You know how Honda has the CRV and the smaller, cheaper HRV...that's what Tesla is likely doing with the Model Y (creating a smaller/cheaper version). The Model 3 will get a cheaper Model 2 (think 3is to 2 as Accord is to Civic). They say it will be a mix of the old and new platform, but if it...