Apologies if I missed it, but I didn’t see this posted upthread - there is a NIO thread - All discussion of Nio Motors. I was looking for discussion of NIO within this thread because I was curious if they would be eligible for any credit. With BBB seemingly scrapped, it’s perhaps moot. Since it appears NIO is a credible competitor, then credit on top of their pricing would have put them into a lower priced category, which as an investor bears watching; credible Tesla competitor bears watching. The other thing that caught my attention is their AR/VR glasses. Am interested to see what the NHTSA does with that. It maybe naive on my part, but as other manufacturers push the boundaries on technology for operating vehicles, there could be more market acceptance of Tesla’s innovations, and perhaps a better reception of Tesla’s engineering approach by regulators.
It is a positive for TSLA and the EV movement. Tesla has a clearly stated mission and they are on task. That bill was accurately described by Elon in a public forum. More people will have good experiences with EVs instead of getting butchered by amateurs. The long distance experience will be better. Cost to society to transition to EV will be 1/5th (20%) of what it would have been.
It does seem like the way Austin is built it must use some kind of internal deliveries together with regular loading bays. Assuming they will only use electric trucks for the inside driving this means they will need some fairly large space outside for regular trucks to leave the containers and the electric pick them up. One has to assume the math has been done and it should work. Some years from now all the trucks will be electric and that problem will go away of course.
Personally, I don't think the BBB failure will have much SP impact but I do think the EM selling is setting up the the buying opportunity you are describing. Especially combined with this low volume holiday period. In other words, the price is getting pressed lower than it should and we are heading into Q4 results which will probably be spectacular. Just my opinion, not investing advice.
That won’t happen until the order book is cleared and back under 2-3 months of wait time. It’s sitting at nearly a year out at this point. ZERO reason to lower prices.
No issue with the original poster but do we actually know this is true or is this just conjecture? I say it myself once in a while but as far as I know there is very little hard evidence of this. Are we making the argument that legacy margins are ~10% and since batteries are currently more costly than an ICE drive train therefore they must have negative margins on BEV?
Sure let’s ignore everything that’s going on in the auto industry with ASP, a wait time of 6-10 months, general inflation, and specifically mark up on competitors EV’s
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I tend to agree with you.Sure let’s ignore everything that’s going on in the auto industry with ASP, a wait time of 6-10 months, general inflation, and specifically mark up on competitors EV’s
I’ll take the contrary, there will be zero price cuts on the 3/Y in 2022
Highly unlikely. To the best of my knowledge, we have seen ZERO new Model Y's produced at GigaAustin, unless they're all being hidden inside a large building somewhere, and being shipped out in covered transport trailers . . . .
What are you talking about?
I’ll be watching tomorrow as well and looking for the 100 day
re:
Have you made some bar-graphs to show the magnitude of the difference in TSLA? This would be ideal subject matter for a pointed tweet at the right moment. Paging @DaveT
