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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. :/

*cough* cybertruck semi roadster *cough*

or not! :(

Franz incoming. Car reveal imminent.

boats and planes.

He's morphing into Christopher Walken.

you're probably behind. refresh.

Zach taking the reins this time. Good.

i'd love to see a luxury SUV that doesn't look like an egg on wheels, a pickup truck that actually fits in the average garage, a work van (aka the kind of vehicle most actual workers use), and yes the sub-compact "euro-sized" car currently under development. the S3XY lineup is too limited in...

I'm a little surprised at wall street's unsubdued reaction to the earnings call. Personally i heard as many questions as answers. I thought it was a decidedly mixed bag. I'm an optimist so i'll start with the cons, and end on a positive note with the pros: Cons: Cybertruck volume production...

Musk’s actions have done TREMENDOUS damage to the brand. It’s affecting demand now and in the future. You guys have to wake up and face this reality. It’s overwhelmingly, blindingly evident, and ignoring that fact isn’t doing anyone, including yourselves, any good. For Tesla to succeed, it...

Thank you. This was me for the last 3 days! Wondering why my car wasn't locking when I walked away ... because someone left a keyfob in the compartment under the armrest!

it's because his personal social media feed is clearly infested with conspiracy and white supremacist extreme right QANON garbage. He's been steadily sinking down that hole for several years now, and it's been very evident by the stuff he's been tweeting, and who he's been liking, retweeting...

Pretending only nerds know about the internet is very 1996. It's the primary social interaction most people have on a daily basis. You're deluding yourself if you think his tweets aren't tremendously seen. Every tweet he makes is seen by literally millions of people, and retweeted / shared /...

it's doing tremendous damage to the brand. it's been what I considered the primary (practically ONLY credible) threat to Tesla for the last several years, and it's getting worse. i'm serious -- talk to anyone who's not a maga-hat conspiracy theorist and they will have serious reservations...

What law are you talking about exactly? The first amendment isn’t a law, nor does it apply to participants on social media platforms (*waves to the mods*). Maybe instead of taking Chinese you should have taken remedial civics.

This is such a weird mental knot to tie yourself in to justify Tesla charging people $3 - $5k for a product they could not use until years after they purchased their vehicle, and even then only in a limited, beta form. Your position is basically “well, the buyers should have KNOWN Elon and...

A thing’s value is not determined by the money and time put into it, it’s worth whatever value it provides. FSD in its current form does not provide anywhere near what it costs. Anyone who bought it say 5 years ago and is now ready to trade in that car got ripped off, and that’s sad. They...

I’m an investor in a company posting in a discussion thread for investors of that company, offering insights that have proven increasingly correct, but are extremely unpopular, because most investors here are actually here seeking comforts like reassurance and reinforcement rather than things...

Absolutely. I thought I made that pretty clear.

I like fart button Elon, I like flamethrower Elon. I hate that he’s turned into “I’m gonna buy Twitter so I can unban white supremacists and the reason my daughter doesn’t like me is because public schools preach communism” Elon.

Casting Elon Musk as a god or wizard is the very reason you’ve been unable to make rational investment decisions. I’ve been sounding the alarm for a couple years regarding his increasingly right-wing radicalization and accelerating propensity for unforced errors that do real, material damage to...

Troy’s estimates get more accurate the later in the quarter it is, not less. This is just wishful thinking on your part, which is a mental weakness you should seek to weed out as a rational investor.

Did you read what I wrote? Because you’re arguing against nothing that I said. I was responding to a call to sue him for libel — I merely pointed out that was silly, since the tweet was factually accurate. My opinions on Elon or billionaires in general were never even mentioned. But I get...

You can’t sue someone for libel just because you disagree with their opinion. The factual statements he made were accurate. The mine may have been physically located in Zambia, but it was owned and operated by South Africans operating under Apartheid. This is an odd thing to have to explain...

None of that contradicts what was said, it just equivocates the implications.

What part of what he posted isn’t factual?

Will any of that money go to Tesla Superchargers, or will it all be gobbled up by crappier, less reliable networks?

it's really hard to accelerate at more than 1.5 G's when your thrust is dependent upon contact with the ground, which you're only being pressed against at about 1 G (disregarding downforce, which is probably negligible on a Model S, particularly under 60mph).

one need not have a “secret agenda” to find the advancements of the last year tremendously underwhelming, and to remain skeptical of Tesla’s current implementation ever reaching level 5 autonomy. In fact, my “secret agenda” is that I HOPE it succeeds. But only a fool lets their hopes dictate...

https://www.cnn.com/travel/article/pilots-reported-to-fall-asleep-ethiopian-airlines/index.html A plane operating on Autopilot failed to land because its pilots fell asleep. Who else thinks the airline industry should be forced to rename this misleading feature?!?!

So yeah exactly like I said. Zero evidence. Just wishful thinking.

These kinds of posts are just silly when we have heard ABSOLUTELY NOTHING regarding actual specs or capabilities and seen zero evidence anything approaching a working prototype exists. Just pure fantasy. Feel free to project your own frothy fantasies but that’s all you are doing. There’s no...

Nope, wasn’t me. I have never done any option trading whatsoever. 100% buy and hold (with very occasional selling when I needed the money or wanted to slightly diversify). Worked out spectacularly, with far less effort and stress than trying to time the market all the time.

Hope he posts a follow-up article on how to pay a family of four’s health insurance premiums in “confidence”.

It kinda doesn't matter, since I would advise everyone to do their own math, but I was just counting liquid assets excluding home equity, since we have no desire to sell the house. But people performing the same calculus should run the numbers based on criteria that makes sense for their situation.