Recent content by Pezpunk

The Tesla brand has become completely toxic and a total non-starter for half of Americans, and that is 100% entirely Elon's fault. The effects of that are now being reflected rather severely in terms of demand. I identified this specifically as the #1 biggest risk to Tesla's brand several...

guilting consumers into accept a reduction in functionality for moral reasons is not an acceptable answer and will be a humongous loser of a proposition in the marketplace. If EVs win, it will be because they are superior products -- no other reason.

Add this to the very long list of things I have always been and continue to be absolutely right about.

a high-quality wrap requires removing the body panels, so the wrap can actually wrap around those panels and not show the original color. If the wrap is happening AT the factory, it doesn't make sense to put the body panels on just to take them right back off again to wrap them. I agree a wrap...

Possible alternate explanation: 4680s are performing poorly. We already know Tesla has these vehicles charging at around half the rate of 2170/18650 packs. I wouldn’t be eager to introduce a new product line (cybertruck) with a gimped charging rate, particularly a product that is insanely...

oof what a crappy, misleading chart. the lines represent a percent of a cumulative amount, which massively skews the degree to which CA (and to a lesser degree Tesla) are dominating in the most recent years of the chart. It'd be far more informative to show percentage of sales by year, rather...

Well duh.

I think it’s absolutely ludicrous that people bought the obvious lie that cybertruck was built with anything other than its (ugly) looks as the top priority. It’s going to be difficult and problematic to build. I said that at its announcement, and the next three years will prove me even more...

looks like "Automotive and Leasing" label was accidentally swapped with "Services and Other". Other than that, the bars appear to be to scale.

Not when it's a decline due to a known one-time event, particularly when that event is a major retooling for a new product. That's extremely bullish long-term. anyone who bought in for a short-term quick buck is not a real investor, they're a speculator. if you think Tesla's on the wrong...

i could tell you who it was, but they'd probably ban me.

i know Tesla uber-bulls are used to complaining about Wall Street being too short-sighted, because that's a valid complaint most of the time, but the reaction to this presentation isn't that. The technical meat of this presentation was all stuff we'd seen before in previous presentations...

:( i could not be less interested in watching Elon do absolutely hypothetical math about robots. It's certainly the least appreciated part of Tesla by me.

i'm a software engineer (retired) and even i'm bored by this.

hmm, my "lifetime" lithium ion low-voltage battery has already been replaced in my Plaid. :/