Krugerrand
Meow
No, not exactly. Big money and analysts are essentially on the same team. They play different positions, but are both part of the whole. Together they control the price action.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
The Accountant
Active Member
Just checked: My local Ford dealer has 55 vehicles in stock and is running a Manufacturer's Financing Special of 1.9% (originally 3.9%). This includes the popular Explorer model. Why give away 1.9% financing when demand exceeds supply? Not adding up.
Here's another question for those that have been following TSLA a lot longer than me. Assuming Tesla was not capacity and supply constrained, and could build all they could sell, what do you think the annual demand in the US would be for the MY (forgetting the competition in the EV space for the moment)? $64k plus is a lot of money for a compact CUV, for a lot of working class families. Or perhaps another way to look at this, what is the total compact CUV market in this price range, of all vehicles (ICE and BEV?). I really don't have a clue. I would think that would somewhat determine the upper-end potential of MY sales.
Next question-a lot more RAV4s, Equinox and CRVs are sold than MYs, and many in the $30k range. Eventually I think Tesla is going to have to compete in this market. Now is not that time-would be dumb to waste constrained resources building $30k cars (if they could) when able to sell every $65k car they can produce. But IMO that market will be saturated pretty quickly and growth will depend on going "downmarket". Do you agree-and how soon do you see this happening? IF (and that's a very big IF) GM produces a $30k Equinox EV, it will be a gamechanger for the industry. I'm not holding my breath for that to happen soon, but someday.
Next question-a lot more RAV4s, Equinox and CRVs are sold than MYs, and many in the $30k range. Eventually I think Tesla is going to have to compete in this market. Now is not that time-would be dumb to waste constrained resources building $30k cars (if they could) when able to sell every $65k car they can produce. But IMO that market will be saturated pretty quickly and growth will depend on going "downmarket". Do you agree-and how soon do you see this happening? IF (and that's a very big IF) GM produces a $30k Equinox EV, it will be a gamechanger for the industry. I'm not holding my breath for that to happen soon, but someday.
jhm
Well-Known Member
woodisgood
Optimustic Pessimist
insaneoctane
Well-Known Member
As long as they continue to fill politician’s coffers….
Stretch2727
Engineer and Car Nut
And Ford and GM inventory built up as sales were way off in Q1. Although inventory is still way below "normal" pre covid days.
Agree something is not adding up. If gas prices stay high it could be the beginnings of an ICE fall off as people wait to get an EV.
They need to stay disciplined as hell for this to stick. Right now events have worked out great for them.
Which party agrees in the end to leave their fossils in the ground as demand starts to decrease?
Eh, wishful thinking at this point.
MartinAustin
Active Member
Honestly I think the power opening+closing frunk lid is a bigger deal.
(Not only because of the potential for improved Christmas lights display lol)
dhanson865
Well-Known Member
component shortages
The saddest part of this is that 99% of the mob acutally believes it blindly. I've heard this 'explanation' numerous times from very many people.
I saw a quote from one of the OEMs -- I think maybe Ford -- that their EVs used 1500+ chips per vehicle. I wonder if Tesla is similar, or if they've been able to consolidate down to a smaller number if they aren't forced to buy whatever "package" of item/controller chip/software a supplier might bundle together.
Was in Mannheim, Germany last week, and saw Y's everywhere. My daughter, who lives there, said she noticed a steady increase in the number of Tesla's around town for the past couple of months. Sitting in a cafe just kept seeing them, unless it was someone circling the block. Most were white Y's. The guy in Frankfurt I rented a Model Y LR to drive in Germany, also had a new Performance Y he just took delivery of the week before.
Krugerrand
Meow
Hmmm…think of it more like the Berlin Wall.But but but Chinese wall!
insaneoctane
Well-Known Member
I suspect recent inventory build up is a result of stealerships ridiculous markups and price gouging. Only desperate, stupid or wasteful buyers will pay the terrorists. Regular people will just wait if they can.
Hard to say. Lots of things are controlled via network communications these days, as opposed to discrete inputs back to a single controller. Meaning at least one "microchip" of some sort on every one of those networked devices or sensors. So it's certainly possible.
Folks, remember: we are all color blind here:
Nobody says nothin' about color changes!
Capiche?
Nobody says nothin' about color changes!
Capiche?
Wondered the same thing. Even with interest rates climbing and demand supposed to be crazy I see TV advertisements with 0% financing.
And while a good number of those chips are needed for things like power electronics, the battery management system, etc., a lot of them in Tesla's case are to make the car futuristic - the built-in always-on cell connection, FSD-ready, the great entertainment system, etc.
There remains a niche to make a far less chip-intensive EV ... a stripped-down low-tech beast that has the chips to run electric, but little else. This could be the mass market EV - no bells and whistles, no FSD computer, no 360 cameras, just carbon-clean driving with regen and decent performance. Tons of chip savings there. As Tesla drops the battery manufacturing cost over the next 4 years (per the Battery Day 5-year approximate timeline) I wonder if we will see this - from them, or someone else using the cheaper battery tech enabled by Tesla's R&D and expected manufacturing advances. I think some have called the postulated Tesla version of this concept the "Model 2" but as yet I can't see Tesla dropping their implicit branding related to super-futuristic features in every car.
$64k is a lot for a vehicle, but that's the purchase price, not the effective price due to lower total cost of ownership. Maybe drop 10k from that.
But yeah, that leaves a lot of market still. The options are that Tesla does build a smaller/cheaper line of sedans/hatches/CUVs, or Tesla cracks robotaxi and services a portion of that market in that way.
In the past, Elon has stated that Tesla will make a vehicle for every major market segment. The only reason they wouldn't is if the RT business were just booming and supply was still constrained.
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