Correct. What is your point? The question was about gauging demand in China. Deliveries is a way to gauge revenue and profits for a quarter. It has an arbitrary boundary every 3 months. But it does not correlate to demand.Deliveries, from an accounting perspective, is when accounts receivable is credited. Production is a debit until its realized in accounts receivable. I dont count production as in the hands to customers and when revenue is realized.
Your YouTube links accurately show what I believe were top of his mind thoughts 3 and 6 years ago (at least, posted to YT 3 and 6 years ago). Many on here (myself included) have followed him far, far longer. On this board is much discussion of the future (P&D numbers, EPS $, Share Price $, etc) based not on static “today” state but on both the first and second derivative of how things have changed over time, and how the rate of change has changed over time, and what that means we expect the future state to be.
And please cancel your cybertruck reservations.
driveteslacanada.ca
The poster said he thinks Musk believes that climate change is a "threat to the survival of the species." I called BS.
My day job involves interacting with a fair number of truck drivers. Many of them are long-haul and over the road, some are delivery drivers with 300-500 mile days being typical. Nearly universally, after a brief summation of the advantages of the EV platforms they have one strong belief; skepticism. None of them believe that Tesla will achieve the range, recharge times, payload, or reliability stated. The same few questions keep arising, which to be fair, are legitimate.
This is no different than the switch from tube-type to tubeless tires or from bias-ply to radial. Truckers generally don't have a lot of spare change to experiment so they typically have a "prove-it" attitude about new things. However, once one (of a group) makes the switch, the others (in the group) soon follow.
Did you mean 10:30am - 11am Hawaii time?
In many cases, I do not think the drivers themselves decide, if the numbers are clear. Those cases will keep Tesla busy for years to come…
Correct. Fleets are different. Though I recall the drivers complaining about the switch from bias-ply to radial. The issue was that an experience truck driver could anticipate road irregularities and correct for them. The belts in the radial tires made this unnecessary so they were thrown off-balance at first.
You are correct in a lot of cases, however, the majority of the drivers I interact with are owner-operators and as such are intimately familiar with the cost of operation. They are typically either leased on with a carrier, or work with brokers to fill their schedule.
Are you surprised given the media portrayal of tesla and EV's plus the social group that is truckers?
Well, because as soon as (many) people buy a single share, they suddenly think they have a right to be judge, jury and executioner without actually having lifted a finger to do the hard work that was involved in bringing the company into a profitable existence and the SP to rise and reward them. Basically, people are ungrateful, walking cesspools of destruction and I’d rather they sell, move along, and go pick on a worthier (needs the criticism) cause. This man and company is not it.Why do we, on a TSLA investor forum, encourage so many people to sell TSLA stock?
No. Stop doing that!
The correct answer is "with all due respect I would recommend holding all your TSLA stock and doing more homework before investing more in this company. Then buy a whole bunch more stock.
