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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...

Report is a miss (EPS and Rev), but maybe not the disaster many expected.

F5 F5 F5 F5 F5 F5 F5 F5 F5

Honestly, one of the challenges here on this forum is you have a mix of folks who were in during the "is Tesla gonna even make it (with single digit stock prices" days and the "I went all in at $380" days. For the record, I'm in the latter camp...ouch. One could easily argue those in the...

So, honest question since I respect your experience and perspective with Tesla. If Elon elects to leave Tesla (for whatever reason - health, fed up, voting investors deny him the pay package, etc) - does your position on Tesla and TSLA change?

Meritocracy? I thought that was a myth - like Bigfoot, the Loch Ness Monster or Fiscally Responsible Government.

My wife and I were just discussing this. You are correct. To take it a step further, RoboTaxi really just opens the door to RoboCar => RoboVehicle => RoboTransport. At the "car" level, anything using a car to transport people or goods could then be a candidate for RoboCar consideration. My...

VERY good point. The multiple stop challenge is legit. Can it be "worked around"? Yeah, maybe, sometimes, but others would be painful (or impossible) - I'm not going to physically cart a bag of mulch around from one stop to the next. This is one reason I think the initial first "replace car...

In any "long wait" scenario the Robo-taxi would not likely hang around for you (and you wouldn't want to pay for that), but (much like an airport) it could hang around for the next fare - imagine a giant Costco parking lot on a Saturday with RTs coming and going (dropping person A off while...

Given that, as an investor (or a test if I really am one), I started to think more specifically about Robo-Taxis and how they might really work in my life and the lives of people I know. It is one thing to parrot "it is a gazillion dollar industry!" or "It will never work" - it is another to...

I have to admit today's news stories have me more rattled than any day in the last 2+ years....MUCH more so than when I watched the stock plummet to $101 or whatever it was. I'm already well underwater on tsla...this doesn't help.

Agree with concerns around the LONG-TIME folks leaving given my experience in corporate America. Sure, occasionally, some dead weight has been hanging around way too long, but more often than not the company is damaged when all of that years long irreplaceable institutional knowledge walks out...

Whoa.....Sh*t just got real! Youtubers going nuts in 3....2....1....

I tend to agree it will likely be some version of this. I think the general mainstream assumption was that the regular $25K car would be prioritized and deployed followed by the Robotaxi at some point in the future. Indeed, the robotaxi got virtually no press on the last earnings call whereas...

The one thing I am wondering about is whether or not the battery will qualify for the $7500 rebate on the $80K truck. I think I read (somewhere on the vast interweb) that Tesla may have imported some of the materials (for anode or cathode). IF that is the case, they may be hoping to have it...

I see we are back on the "Elon bad" campaign again (not that we ever really left). Without debating it endlessly, I was impressed with the simple reaction of Lars and Franz toward the end of the Top Gear video (from the launch - see below...should be queued to around 36:29) where the...

Did the cars actually FALL into the Red Sea? Ouch...

I'm sure this has been discussed at length, but hard to find in our discussion about PHEVs and San Francisco's climate so...we believe P&D will announce tomorrow morning, is that correct?

I think the assumed takeaway here was that Volt owners were using 100% of their battery almost every day - a luxury they had because the car would just switch to gas when the battery was exhausted. Conversely, Leaf owners, due to the modest battery size back in the day, would sometimes "not...

Given that Elon indicated they are no longer compute constrained, this would seem to make sense.

I'm right here. What did you need? I had to do SOMETHING to pump the stock. You're welcome (but this partial sale was really just for @SOULPEDL ).

Congrats @SOULPEDL - I GLADLY concede your victory to you - maybe until Monday - ;>

While I agree with the general sentiment here on this sub that the short term looks a bit bleak for TSLA stock, I continue to "encourage" myself by checking out the drone videos over GigaTexas. As I've said before, the shear volume and variety of ongoing construction there is staggering. Most...

Um...I wouldn't. Why not just wait until $139?? :)

If you like it below $180, you're going to love it below $160! ;)

Hmmm, perhaps unfortunate about the "early Cybertruck delivery for long term shareholders"....it, um, implies (IMO) the "take rate" among the masses for the Foundation $erie$ may be starting to taper. It is a decent hunk of change for sure. Yes, I know there are loaded Raptors, etc. that can...

This is why we can't have nice things...

Since it is the weekend...does anyone feel there is a "reasonable" chance Tesla will defer GigaMexico for other locations? I know there is the whole U.S. credits situation, but given the rest of the world's appetite for smaller cars, I can't help but wonder if Shanghai might not be a better...

My assumptions (as worthless as anyone's) about FSD are more like $1000 at time of purchase and a starting subscription of $200/yr. However, I am also assuming 50%+ of all vehicles license this from Tesla. It isn't insane amounts of revenue ultimately, but it is still billions of dollars in...

Dang, even idiot "terrorists" are apparently engineers in Germany.

Tesla didn't APPEAR to record any Cybertruck deliveries in Q4 (perhaps they were all employees). In Q1, they have obviously delivered some. As the volumes are so small, it is fair to assume Q1 will be the first quarter to show material negative COGS for the Cybertrucks that have been...

Boy, she can't catch a break can she... ;)

With the announcement of the Ford NACS adapter, I look forward to the 6,294 articles tomorrow about how Tesla is losing its moat (Supercharging network) and how this is a critical error and the beginning of the end.....in reality, it is the beginning of the beginning (remember, He who controls...

Am definitely looking forward to the additional differentiation of the performance trim. Indeed, my old M5 and even my wife's current (but 10+ years old) Volvo XC60 R-design had a number of differentiating items including: engine and/or power wheels suspension exterior colors (Lemans Blue for...

I think the focus on FSD is misplaced...or, at best, only part of the story. Tesla's mission, as he notes, is to accelerate the world to sustainable energy (or something like that). The goal is right there: energy. They never wanted to be the next GM, Ford, Toyota or VW. They wanted to be...

Looks like Austin has produced a number of Ultra Red Model Ys. Anyone take delivery of one? I've seen it on the X in showrooms and one in the wild, but the Y has softer lines and may not pop quite as much as the X's "creases". Looking forward to some pics!

It's an interesting play. Just as the frequent price drops on the way down may have motivated potential buyers to "wait" since "it might be cheaper in a few weeks", the reverse could happen here - aka: "better hurry up and buy now as the prices are rising!". Given the seasonal softness of Q1...

The reality for most of us is the Porsche is made for the roads we WISHED we drove every day, and the Model S is made for the roads we ACTUALLY drive every day.

It was down $4 on the news it would soon be down $5...

And if you want a REAL test drive...just rent a 2023 Model Y on Turo for a day. Could be the best $70 or $80 you could spend ahead of time.

Koni Yellows come set on the softest setting from the factory. I THINK he technology was originally meant as a way to compensate for shock wear over time. Indeed, I think Koni recommends that setting. While my experience with the Yellows on another car is that they offer more control, they...

Not surprising at all. We saw refreshed "camouflaged" Model 3s for MONTHS before they went into production in China (and then took 5 more months to do the same here in the U.S.) To my knowledge, we have yet to see even a single Model Y refresh test mule so a "year +" seems pretty likely...

Agree with "geofencing" in a specific area to start with for robotaxis. Geofencing, however, isn't entirely the right term for this as compared to say what Waymo is doing. I think the latter (and Cruise, and tech like GM's Supercruise), rely on lidar maps of the area in question. In the case...

Don't worry, I'll approve it...sigh