We also don't know what Ford is bringing to the table either. I suppose it could just be that Elon wants the make sure the SC network is truly dominant. That's cocky enough to be an Elon move to be sure.
Maybe he wants to crush EA/VW for firing his buddy? ;)
Wouldn't a model 3 refresh be a great time to start testing out some of the unboxing processes? I'd love to see a plaid 3 or a 400 mile 3 but I'm in the camp that we might see a modest range boost but mostly it will be about cost. Range isn't what prevents people from buying a 3, it's cost.
Is that really true though? If you can keep a stock suppressed then won't that suppression have a long term impact? It's not like NVDA jumped 30% over night because someone ran the numbers and assigned the correct PE.
Gains build on gains don't they?
If the Ford/Tesla charging deal isn't the trojan horse that get's something larger rolling I'll eat my hat.
Is Ford going to outright license the entire stack behind Tesla superchargers (or just have Tesla build them) to deploy their own chargers? Basically SCs but with blue lights. That would...
I also think price drops are lagging actual inflation. Nobody likes to lower prices after all.
I've been pretty bearish on FSD for a while but the last few updates have really changed my opinion. Dying to see 11.4.x
I think that is all but guaranteed.
It's a no brainer for companies like Rivian now. GM probably won't, maybe STL? The small players will all come on board as the dominant and #2 EV players in the US align to the same standard.
Yeah I think the 3/Y setup is just a nice balance between "a million buttons" and "just a screen". I like my stalks. I don't see why vision can't replace USS but from what I see online maybe it's only 80% of the way there.
That said, I'll buy a Cybertruck even if Elon stops by my house and...
It is funny though that the other charging networks like to claim they have more or at least an equivalent number of locations as Tesla does but I don't think I've ever actually seen one in person. Meanwhile the Tesla chargers are at grocery stores, gas stations like WaWA etc.
China has passed Japan in terms of auto exports.
Way back when we learned about how favorable Tesla's deal was with China this was the obvious goal of the CCP and also why I laughed off any FUD about China kicking Tesla out or whatever. Tesla is helping China become the dominant EV market and...
I'll never understand how that manipulation is "legal" but if some guy goes on Reddit and tells people to buy a stock he will probably go to jail for a pump and dump. Well, I mean I understand that it's because of corruption, but you know what I mean.
Probably the same game Ford played with their cheap model. Push a few out to select large customers and convince all the fans that they are affordable. Had so many rip on me for saying "You can buy a lightning for 40k". I usually ask them to find me one so I can buy it. No takers yet.
It's a gift to auto dealers and fossil fuel interests. They know what they are doing but will hide behind "oh but someone needs to pay for muh roads".
(let's not point out that tax revenue is fungible and only 26% of road spending is covered by fuel taxes)
States earmark most of their motor...
It was obvious to me before Optimus was announced that Tesla would leverage their FSD tech for things aside from cars. I fully expect that as long as Tesla continues to execute in this direction they will be the leading company in the effort to automate everything. If you can run a car or a...
That's the important part. I said that in my earlier post. Elon won't change, most of us won't change our minds, so it's just a factor to build into your model if you are concerned. Arguing about it is pretty pointless until something major changes.
You said this was not impacting Tesla sales, which yes, it's impossible to say that. You don't have the data. By that logic we can say the macro environment and interest rate increases aren't impacting Tesla sales.
Yes Tesla is growing. I didn't dispute that and I don't think anyone else did...
Impossible to say that considering the sizable price drops combined with new subsidies. If you drop prices low enough you will find buyers no matter what. It's also impossible to quantify the other side of the argument as you can't easily separate macro worries/rates etc.
I don't know how...
Elon was very clear, he cares about his ability to discuss politics more than shareholders. That won't change. You also won't convince the people who think that everything he does is 3D chess.
So arguing about it is pretty pointless. If you think it's a negative like I do, it's just something...
Get ready for the next wave of FUD thanks to JP Morgan's shady dealings with Epstein. US Virgin Islands are asking for docs as part of their case against JP Morgan and Elon is being subpoenaed as part of that.
CNBC has an article.