If only this factory was for Cyber-beer - no water issues- noneNever is the answer. The UK might get a factory at somepoint, but zero chance Tesla gives up on Berlin. Zero.
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If only this factory was for Cyber-beer - no water issues- noneNever is the answer. The UK might get a factory at somepoint, but zero chance Tesla gives up on Berlin. Zero.
ROFL, and then start dealing with EU importation, customs, the fact that you’re on an island that has failed miserably in its post-Brexit economic “supply chain plan”?Re Berlin. At one point does Tesla throw in the towel and look for a new factory location anywhere that isn’t Germany. There has to be a point that it becomes worth it to just start again somewhere else. Britain maybe?
Yes, big advantage. Unfortunately, that’s also what I see with my “yes, it’s a Tesla” 2015S70D, though I do get “free” charging. I’ve always felt that the SCs are great marketing tools.Imagine waiting 40 minutes for your Not-A-Tesla to charge at a Supercharger while in the adjacent charging spot you see 3 different Teslas pull in, charge, then resume their journey.
Marketing.
Tesla is already having difficulties ramping superchargers to meet demand. I would be pissed as F***K if I had to wait for an over EV to charge 40min.
Wanted to append to my previous message, but not techno savvy.Hopefully you'll give us early-adopter Model S drivers a pass as we charge at 35 kW. I guess I need to buy a Plaid to further the cause....
MODERATOR:
- Yet more blatantly political posts have been axed. Some members have found themselves on a 3-day timeout; blame the Christmas Spirit for it not having been longer.
- This persistent use of the thread to bring to the attention some obscure, back-in-a-dark-recess of the internet, aka Mr Musk's Twitter feed, also has to end. The chances of anyone here who is interested in what he has to say on Twitter and hasn't/will not quickly find it....well, they're even lower than my getting a Safety Score of 100. Moderators have been instructed to use the Big Eraser. This thread is NOT to be used as a Twitter-Echo.
Ahh, short term income then.Income doesn't happen "over years" it happens when you get the paycheck.
HFT makes up a huge amount of total volume. Those 17 millions shares are really not just under one days average volume, they are probably a couple of weeks of average share trading.Someone has to explain to me like I am 5 years old how someone selling 2% of all the TSLA shares available in the world can make the stock plunge more than 30% in less than 1 month. Someone has to explain to me like I am 5 to reprogram the markets algorithm to make it more efficient so that if someone sells 10% of his shares if he holds 20% of the company to drop the stock price only of 2%. I have not found an answer to my question on howthingswork.tsla
(I understand there are front runners and other funds selling)
The short answer is: options.Someone has to explain to me like I am 5 years old how someone selling 2% of all the TSLA shares available in the world can make the stock plunge more than 30% in less than 1 month. Someone has to explain to me like I am 5 to reprogram the markets algorithm to make it more efficient so that if someone sells 10% of his shares if he holds 20% of the company to drop the stock price only of 2%. I have not found an answer to my question on howthingswork.tsla
(I understand there are front runners and other funds selling)
Had a thought earlier that I just wanted to share.
One thing that surprised people recently is Tesla’s decision to open up their Superchargers to other manufacturers.
“But that is one of Tesla’s big moats!” they said. I was one of them.
I know Tesla’s mission is to advance the advent of sustainable energy and all that jazz, but ultimately Tesla is a competitive business responsible to its shareholders. So I have a theory:
I think the main reason Tesla felt comfortable opening up Superchargers wasn’t for the additional revenue. And It wasn’t primarily to advance the mission. I think the reason they were so comfortable doing it is because with the 4680s they are able to sustain a much higher charge rate, and for much longer, than anyone else.
So even with the Superchargers open to competitors, they don’t have to worry about demand because their battery and charging moat will be huge.
(And they probably also realize everyone else is fighting for battery scraps and Tesla couldn’t meet world demand for EVs even if they had a more substantial moat).
Yep, many factors have aligned to make TSLA an options trading opportunity of a lifetime. If you are a shareholder, you must be in the game. Not to be missed.The short answer is: options.
The longer answer is as follows. TSLA is a single ticker, yet it is the single largest options market in the entire stock market. TSLA by itself is responsible for 50%, and no I did not just stutter, of the entire options volume of the NASDAQ. It is such a vast options market that even a small shift in the underlying results in a massive volume of options traded not just by individual and institutions but also by market makers who use options to hedge buying and selling of shares to make the market. This is a snowball effect everytime any reasonably sized block of shares is bought or sold, such as oh I don't know for example Elon selling almost 1 million shares in 1 day. Basically every day Elon sells, a small gamma squeeze to down side occurs and magnifies the effect a hundred fold. This is why TSLA, despite having a $1 Trillion market cap, is as volatile as it is. Every day TSLA moves significantly in any direction results in a mini-gamma squeeze as the underlying shifts and results in a huge options volume which in turn pushes the underlying further in that direction.
Being a TSLA shareholder is like living on that planet in Interstellar where giant tidal waves constantly travel over it's surface.
Yah. I’m sure your right. It just seems like it must cost a lot on a daily basis to have a factory just sit there. Really I know very little about this type of stuff. Crappy position for Tesla to be in though. Hope they get it worked out.ROFL, and then start dealing with EU importation, customs, the fact that you’re on an island that has failed miserably in its post-Brexit economic “supply chain plan”?
GigaBerlin is past the point of no return. For all parties involved.
MITIGANT: Tesla controls the charging price. In the incredibly unlikely scenario that superchargers become flooded with non-Tesla EVs, Tesla can just bump up the charging price until that doesn't happen.RISKY for the transition/ramp
Beautiful, amazing car, but not as good as a 1991 Honda Accord, or an E90 BMW. But the important thing for this forum is:Something for the ‘off’ hours View attachment 744537November 1992. Maybe another due Nov 2022 w/ EV1 cover
Charging speed will get a little faster with 4680 cells but the biggest moat Tesla has is efficiency of manufacture. That's why Elon is not worried about being able to sell every car they make even as they continually ramp volume rapidly higher. He knows that Austin and Berlin are using everything they learned in Shanghai to make their factories and production processes even faster and more efficient. No one can match their unit cost (and stay in business). When you have this most important advantage, you don't have to worry about the competition. What I find most reassuring is that Tesla is not competing against others, they are competing against themselves, against the way they built cars last month. Constant improvement.
I think it's odd that so many people are still worried about competition. They worry that other manufacturers will build a car as good as Tesla without considering how much it will cost them to build each one. It's the most over-looked "moat" Tesla has against every other manufacturer and that moat is growing constantly wider, not only as Tesla out-innovates the competition when it comes to manufacturing improvements but also as Tesla ramps each model to volumes no other model can match. These two factors create a synergy between them leading to an unassailable market dominance. Without even considering AI, autonomy, robots, solar and energy storage, Tesla has insane profit potential just in auto manufacturing.
That is the advantage of disrupting an industry that allowed itself to become too smug, too bloated, too comfortable, too inefficient. "Only we know how to make quality cars in high volumes", they said. Tesla is but a flea on a giant and they only make a tiny fraction of the millions of cars we make. EV's are a niche product, if demand for EV's ever materializes we will make them in large numbers and crush Tesla.
Ho-ho-ho! Merry Christmas and happy New Year to TSLA investors! I hope everyone is fully loaded or will be very shortly.
IMO, the intent of the federal rebate is to generate bankable demand. I sometimes say “purchase orders” from the dealers. GM for example, can use these POs in the various lending markets to get development loans. This ”should” work well providing GM can use the loans well and produce great numbers of EVs. They have a pretty good truck and customer loyalty on their side. Interest rates are low.I am genuinely interested to know if anyone had any insight into this?
If a hospital has ten nurses (shares) but nine are off duty (shares that can't be pried from our cold, dead fists) and three doctors are all going into surgeries, the services of the one nurse will be in high demand and the doctors all bid up the price for her services. Suddenly three nurses come back on duty (Elon selling shares) and there is now a surplus of nurses in the hospital. Now the doctors can renegotiate. "I know I told you I'd help you change 3 adult diapers but now I have other nurses to choose from so good luck with those diapers".Someone has to explain to me like I am 5 years old how someone selling 2% of all the TSLA shares available in the world can make the stock plunge more than 30% in less than 1 month. Someone has to explain to me like I am 5 to reprogram the markets algorithm to make it more efficient so that if someone sells 10% of his shares if he holds 20% of the company to drop the stock price only of 2%. I have not found an answer to my question on howthingswork.tsla
(I understand there are front runners and other funds selling)