Everything in terms of information has pointed to the Austin-Y being identical in specs. Consumers wouldn't be getting a "better car". The only way Ross's tweet makes any sense is if there's a specific Austin-made trim level beyond Fremont's.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Yes I know he's claiming it's from an email. Ross should just post the email because it feels like he's leaving out key information and summarizing which is creating confusion.
One other possibility is that because the Austin-Y doesn't technically fit into the same specs as the Fremont-Y, such as weight, etc,....that Tesla can't sell the Austin-Y to current orders on a technicality.......but even then I'm stretching to make the logic make sense there
TheTalkingMule
Distributed Energy Enthusiast
Would love it if there's a higher end 4680 plaid trim, but there won't be. Andrew is simply confused or this is fake.
If there is a much higher end trim, I definitely support pulling existing owners forward to do two things.
1) Make me and Tesla money. Much higher margins is Austin can produce top of the line exclusively.
2) Expand the EV market to more regular folks. Buy these MY's back at trade in, sell for a reasonable amount to someone who can't afford new, keep a small slice of yet more profit.
When no real used market exists, it makes sense to try and create on. Just thinking out loud here.
If it’s got 4680 it’s a better car. This is a fact the car will handle better.
larmor
Active Member
Ford and Ford E: Almost exactly like the movie ford vs. ferrari, the scene before this clip explains how ford and ferrari relationship works, and nearly the same concept can be applied to Ford (ICE) and Ford E (Ford Accelerating Transformation: Forming Distinct Auto Strengthen Operations)
Btw, Austin production seems to be humming along pretty well for just starting. Y's in the S lot keep growing quickly.
Drumheller
Active Member
Ross does not deserve attention in this thread. Nothing he says can be trusted.
StealthP3D
Well-Known Member
Oh please! That was 60-80 years ago, Ford is a completely different company now. I should know, I bought a 2010 F-150 from them and every step of the purchase and ownership process was painful. The best thing I can say about it is it's generally reliable. That's important but I expect that. The engineering design decisions they made on this truck belong in 1980! The pace of positive change at Ford (and the rest) is embarrassingly slow. Glacial even.
Corporate DNA mutates over time, ideally for the better, but it appears Ford's DNA (along with all the other legacy makers) has mutated in the wrong direction. This is clearly evidenced by Tesla's ability to conquer the substantial barriers to entry in the automotive market. This would not have been possible if automakers DNA had been improving over the last 60-80 years. Instead, what happened is they got fat and lazy. That's why their products are a terrible value and so last century.
Even their Mach-e is catering to customers who don't even know what kind of value they should be getting because those customers have no experience with anything substantially better. Mach-e customers are accustomed to crappy cars. The Mach-e should retail for $20K less but Ford has no room to cut prices. The Mach-e only good because their ICE offerings are so pathetic. Yet the automotive media continues to give them accolades. If Tesla had produced the Mach-e, the automotive press would pan it heavily as they focused on it's terrible road holding and highlighted how it's sold as a sporty car but it's a dog in the corners and becomes gutless after 5 seconds of acceleration. Yet the media glosses over these very real and very fundamental flaws of this very expensive turd every time they say how wonderful it is.
This is an investment forum and investments have a way of going south unless you can rip the blinders off and see the bigger picture. Tesla has DNA that is in another league from Ford. What Ford did before 1970 has very little to do with who they are today. Don't fool yourself.
insaneoctane
Well-Known Member
Also just another heads, the rumored March 4th or 5th Giga Berlin approval would be for over in Germany, where it's already 6 pm today. So we could see that approval pretty much come in anytime starting early tomorrow morning here in the US.
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thesmokingman
Active Member
I'm guessing all the breakers have tripped long ago on its way down from 180.
We know Ford can produce amazing results given a healthy cash flow (amazing trucks for example), but I suspect those programs mentioned were paid for by US Gov't.
EVs are not self funding. I repeat, this EV program has negative ROI for a long, long time. Although, they can pump the stock with big plans as we've seen with other EV plays today, I believe it will be a long slide to the bottom financially. The execs pull their parachutes and Ford ICE melts away leaving some smaller version of itself. Full disclosure: I don't own F, and not planning.
However, their EV strategy (TBD) might be a med-term play. For example, F stock is up today, and TSLA is down.
Let the games begin!
Only triggers the uptick rule. Circuit breakers halt trading on large moves within very short time periods, and are only temporary.
Yes... a door handle is THE differentiating tech that determines the overall rank of an EV... not range, efficiency, access to charging, safety rating, UI design, ability to receive OTA updates, etc...
And what might those other things be?
And just like that.......Ross makes a fool of himself.
He posted a bit from the email from the sales person and they're talking about the 15.5V battery that is Tesla made. They're not talking about a Austin-Y with 4680 cells.
It's also clear that this was simply a run of the mill sales call because we're in the last month of the quarter and Tesla has started the process of matching some Y's where delivery wasn't taken to new customers.
He posted a bit from the email from the sales person and they're talking about the 15.5V battery that is Tesla made. They're not talking about a Austin-Y with 4680 cells.
It's also clear that this was simply a run of the mill sales call because we're in the last month of the quarter and Tesla has started the process of matching some Y's where delivery wasn't taken to new customers.
thesmokingman
Active Member
That was so long ago you it was a century ago lmao. And regarding Ferrari that is not that great a feat, a mass production company throwing their much larger might against a boutique company, yea that's not really excellence that is power. Now if they could have stayed in a Le Mans and strung together a legacy of winning you would be on to something like Porsche. A small brand makes Ford vs Ferrari look like a one off which it is.
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Gallery: Every Porsche Le Mans winner (List) | GRR
From the Porsche 917K to the 919 Hybrid…
www.goodwood.com
Setting aside all the back and forth.
Hopefully this means we’ll get some more meaningful information from Ford about their margins and profitability. I am super curious how the Lightning and the Mach E are in terms of profit. Right now this stuff is buried too deep. Of course they can still play some shell games to make things seem cherry, but ultimately more fine tuned detail is good.
Hopefully this means we’ll get some more meaningful information from Ford about their margins and profitability. I am super curious how the Lightning and the Mach E are in terms of profit. Right now this stuff is buried too deep. Of course they can still play some shell games to make things seem cherry, but ultimately more fine tuned detail is good.
Weird weakness in TSLA today. I don't understand it, but I appreciate the opportunity to exit my $900 covered calls expiring on Friday.
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