Gimme some break!
Looking at you avatar, though, the above might be a serious case of wishful thinking.
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Gimme some break!
Looking at you avatar, though, the above might be a serious case of wishful thinking.
I do not see it - link?
EDIT: I got it... Yea, the coded message is multidimensional...
T34ME
Active Member
Unfortunately, as a novice, most of this went over my head, but it sure makes for dayam good haiku
I think they just made a major breakthrough on the Model 3 production line "bottlenecks," and this tweet is the perfect coded message about it. First there is the super slow sloth, representing Model 3 production for the last quarter. All of a sudden he is flying, just like the Model 3 production line. Visible in the Tweet is a link to a video of a bear getting wiped out by a car! This is equivalent to a category 5 Hurricane warning for Shortsville!
Normally I would not buy into this sort of tea leaf reading, but this is the guy who named the cars S,E,X, and rigged the VIN numbers to read HELL upside down. He is obviously into this sort of thing.
I like this. Makes sense.
I am sure he didn't like egg on his face with the #260. Has said very little about Tesla recently.
Now we just need to translate/feed this message to algobots...
I am baffled and scratching my head off everytime people calling GM and Ford big player/big company.
Remember, GM went bankrupt in 2009. They went back to square 0 and resurfaced sometimes in 2011. Essentially Tesla is an older company than GM since GM restarted in 2011. Essentially GM is a new player, except with a lot of legacy burdens and toxic assets on its backpack. Kinda like a “Reek” from Game of Throne, Theon Greyjoy after getting tortured by bastard Ramsay Snow.
Ford also almost went KO in 2009. Taking a loan from government and never paid them back. Essentially taking them back close to square 0. Ford is also like “Reek”, tortured by bastard Ramsay Snow.
Whoever said that GM and Ford are big/strong players needs to recall that 2 facts above. Fundamentally Tesla is in better position that those two “Reeks” (crippled resurfaced player).
Remember, GM went bankrupt in 2009. They went back to square 0 and resurfaced sometimes in 2011. Essentially Tesla is an older company than GM since GM restarted in 2011. Essentially GM is a new player, except with a lot of legacy burdens and toxic assets on its backpack. Kinda like a “Reek” from Game of Throne, Theon Greyjoy after getting tortured by bastard Ramsay Snow.
Ford also almost went KO in 2009. Taking a loan from government and never paid them back. Essentially taking them back close to square 0. Ford is also like “Reek”, tortured by bastard Ramsay Snow.
Whoever said that GM and Ford are big/strong players needs to recall that 2 facts above. Fundamentally Tesla is in better position that those two “Reeks” (crippled resurfaced player).
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Krugerrand
Meow
Gimme some break!
Looking at you avatar, though, the above might be a serious case of wishful thinking.
Fine. One more chance and then off with you head.
Mike Smith
Active Member
The sloth is the Model 3 production ramp. The message is that, by some divine miracle, they've now made it across hell (the road). The sequel video in the description then shows that it is now the bear who is in hell, and about to get run over.
Indeed. I believe the motors and drive-train are made at the Giga.
ValueAnalyst
Closed
Only because I'm looking at converting everything to LEAPs, and I want to use conservative assumptions when picking the strike price.
Buddyroe
Active Member
ValueAnalyst
Closed
I forgot to note that this is not an advice.
I just like to explore and plan for all options available to me, and set the conditions that would lead to a decision ahead of time.
jelloslug
Active Member
Remember when all you had to do to manipulate TSLA SP was put the word FIRE in a post on TMC?
Agreed. And he also posted a selfie of him on the roof of giga factory with the sun shining. This doesn’t look like a guy worried about anything. Bring it!
It is electric, originally designed for use as a taxi but now used extensively in rental cars fleets. In Brazil they are in fleets in several cities, as they are in many countries. BYD is currently the world's largest producers of electric vehicles. The majority off their production is sold in China and their most widely deployed models are busses, which are in some locations in the US as well.
Here is their US website:
BYD USA – The Official Sponsor of Mother Nature
Make no mistake about BYD. Their prime emphasis has been cheap and reliable, so they use cheaper and heavier battery chemistry than do most non-Chinese auto companies including Tesla. Their entire product line can be seen in their website. FWIW, Berkshire Hathaway took a large stake in BYD a few years ago. They have had serious challenges including late delivery and production shortfalls. They are even more diverse than is Tesla with which BYD must be inevitably compared. BYD is an English acronym for Build Your Dreams.
The E6 is not refined in a European or Tesla way. It reminds me of the 1966 Toyota Corona that I drove in Hawaii. It was a good car, very cheap, very basic but it worked. The E6 is the modern equivalent.
It is odd that the surveys here about what manufacturer will sell the most BEV's in 2025 or so consistently miss the ones who are already in a huge lead. Why? Because nobody imagines the Chinese unless they knew them.
Just as people laughed at me when I drove that ancient Corolla. In 1967 I was driving a Honda N360, then a Honda S600. People laughed then too. I was convinced they'd learn so I stupidly gathered my meager savings and bought Honda ADR's back when I barely knew what an ADR was.
Moral: Major market forces come from unexpected places. Just as the world's automotive majors are only now realizing the threat that is Tesla. They still don't see the Chinese very clearly.
Reciprocity
Active Member
HAHA.. my buddy a Toyota Corona in high school, dont know what year it was but it was a similar vintage to the 1966. I had a 1982 Subaru DL with a flat 4. It was impossible to get stuck in the snow because the car was so light you could just push it out of snow banks, im sure that Corona was even smaller and lighter.
I could certainly see dozens of companies fighting for the scraps in the $19k-25k range, but I fully expect Tesla to max out at lower total volumes (maybe 10-15m a year) then most think but they will dominate the $30k-$150k price range and will more importantly dominate the margins at those levels. I keep using the iphone as the example and hope people understand that I am not comparing to the iphone in terms of how revolutionary or how innovative, but more about how the iphone stays up market for a very good reason. That's where all the margins are. Apple could dominate various levels by releasing smaller and cheaper phones, but they would never make any real money from them, so they focus on owning the top 30%, which also makes it very hard for competitors to come into that market. Google has been trying for years with the Pixel brand, with little or no traction. I personally use 1 year old Chinese Android phones and never pay more then a few hundred bucks to own it outright for 1-2 years.
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