Recent content by Moon Buggy

Just did my first drive on V12.3 and any time I have it on my left turn signal is engaged. I cannot turn off the left turn signal. The second I disengage FSD I can turn off the left signal. I did a reddit search and apparently this is an issue with some 2018 dual motor model 3s. So, it's...

Well, on the plus side, Twitter dudes (including James Cat who has gone pretty pessimistic) seem to be expecting a 20K China number over night. So, could be a bounce back tomorrow.

I've owned $TSLA since 2018 and today is the first time I've sold due to concerns about the company. I just don't know how many quarters of limited growth they can post in a row before there is some price compression. They are not priced for minimal growth, not at all. Q1 is not going to blow...

My initial pessimism regarding US price cuts is at least somewhat tempered by price hikes with inventory vehicles as well as in other countries. More of a mixed bag than I initially realized.

I think Gary Black's stance is that price drops have not led to enough volume growth to offset the loss on margins, so why not at least try some level of investment in an education campaign. There has already been a meaningful reduction in ASP. Where does it end? And, for sure, two things...

I'll be shocked if the stock is not down significantly tomorrow. If people weren't buying Teslas after the first few price cuts, I just don't see why this will move the needle now. For the most part, no one even knows these price cuts are even happening outside of the Tesla/X bubble. The...

For deliveries? They would need to average like 560K per quarter for Q3 and Q4, so I dunno. I'll pass anyway, but I appreciate the offer.

1.8 million deliveries for the year ought to be a lock at this point, I would think.

466K deliveries?

There are a lot of people like you and a lot of people not like you, but we can be pretty sure that advertising works or companies wouldn't spend so much on it.

It wasn't 2 years ago, it was during the 2022 Q4 earnings just over 3 months ago. They wouldn't be doing it if they weren't having at least a little trouble moving inventory. It can also be true that this is what a good company would do. We're not disagreeing about any of that.

It just doesn't work like that. People aren't all exactly the same and they aren't all interconnected to each other to the same degree. That's going to have diminishing returns.

By being the best car for the dollar that there is. Through word of mouth. By reaching those who are most likely to learn about and purchase Teslas. They've done a phenomenal job growing from a small to medium to large to very large company. But I believe they are reaching the limits of what...

A little bit of inventory is expected but Tesla is now selling cars below the margins they told us they wanted to sell them at, so I believe there is clearly an issue right now. I think there will be advertising hold outs until Elon changes his mind. There are good reasons not to advertise...

My dad is a pretty big Tesla fan. He's on his second or third Tesla. Pretty much everyone in my family drives a Tesla. My dad is also a Tesla investor. We talk about Tesla all the time. And for the most part the only way he finds out about these price cuts is through me. It is a huge...