RobDickinson
Active Member
Tesla sold ?? SR model Y in China which likely have smaller margins than some, but also lots of model S in USA and a LOT of cars in EU from china which has good margins..
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Leo raking it in - and not done buying yet:
Using a golf analogy . . my Q3 forecast is a layup shot avoiding the hazard of over-shooting. Rob is going right for the pin for the win.I admit it looks solid, but the skeptic in me can't believe it's going to be that high. I mean I'd love to see it, but man its quite the jump up.
I prefer a price is right approach, closest without going over, so my guess is $2.000001 Bob.Using a golf analogy . . my Q3 forecast is a layup shot avoiding the hazard of over-shooting. Rob is going right for the pin for the win.
He deserves the win - let's hope he does.
Noooo. did I really got transported to the Bizarro world
So my university's alumni magazine came in the mail yesterday. Cover was a picture of the EV Hummer. Apparently even a top university can't see through GM's BS. How did this get published?
Electric Avenue: Vanderbilt alumni are helping steer General Motors toward a future driven by electric vehicle sales
General Motors' announcement that it would phase out combustion engines—the heart of its cars and trucks for more than 100 years—and move to an all-electric fleet by 2035 could have monumental implications for the global auto industry and broad efforts to combat climate change. The success of...news.vanderbilt.edu
Perhaps one day they can sell cars there.
Thank you for the link. I enjoyed the article. Almost anyone who does not own a Tesla sees the world though that lens. My father always told me that Vanderbilt was a good school. If you look at the roles the graduates have in one of the biggest companies in the world, it is impressive. They are doing good work with the framework/constraint set they have. The Volt was a significant vehicle.
One thing you will see there is a lot of reactive behavior, just like the Harvard folks. Here is an example straight out the textbook.
Elon is building the best car.
GM is investing in the niches (that is why they need 20 models and preach that every customer is different).
All the places that GM is investing in have hard ceilings on market size.
Tesla is (by the book) giving new entrants into the EV space expensive to serve markets of finite size. Places from which you can hardly ever (never win). I remember some story about light bulbs... in Germany or something,,,
Key point, GM is moving into the market spaces Tesla wants them to move into - expensive to serve and growth limited. You see that in the article, but every player in the story is a good soldier.
Noooo. did I really got transported to the Bizarro world
Re chip shortage, apparently Toyota (Australia) is handing out only one key when they deliver a new car because of the chip shortage. They'll send the other key later (Hearing this from a mate who bought a LC Prado)
Are they stuck in the last century or what?
Yeah but now that Rob’s put out that high estimate, I’ll toss out mine.I admit it looks solid, but the skeptic in me can't believe it's going to be that high. I mean I'd love to see it, but man its quite the jump up.
Benzinga - hour ago: Tesla Co-Founder Has Warning For Legacy Automakers Investing In Electric Vehicle Production
Excerpt:
“So many different OEMs, countries, factories, customers are leaping into EVs. I don’t think they’ve done the math fully (on) what that entails on the supply chain and tracing it all the way back, literally all the way back to the mines,” Straubel said on “This Week in Startups” with Jason Calacanis.
Yes! A little OT, but as with you this resonates loudly in my life. I repeatedly tried to impart this concept to our kids (now adults) with respect to speeding. Both had to get burned, before changing behavior. One appears to have a much higher risk tolerance. A fair warning for those who visit Virginia - 20+ miles over the speed limit or greater than 80 is reckless driving and is a criminal offense, not a traffic violation. One child learned the hard way.. Asymmetric risk definitely informs my decisions, which is why I don’t own a mountain..To phrase it in simple terms: You only live once. YOLO. Also die, unless your name is Bond.
@Curt RenzBenzinga - hour ago: Tesla Co-Founder Has Warning For Legacy Automakers Investing In Electric Vehicle Production
Excerpt:
“So many different OEMs, countries, factories, customers are leaping into EVs. I don’t think they’ve done the math fully (on) what that entails on the supply chain and tracing it all the way back, literally all the way back to the mines,” Straubel said on “This Week in Startups” with Jason Calacanis.
@lafrisbeeToday I Learned>
We got a lot of first world people in here with first world problems.
Ya all pay more in taxes more ways than I have made in my life.