The point of the post was not political. The point was to show character assassination attempts can backfire and result in the person you are trying to take down becoming more popular and powerful. I am not making a case for Trump being good or bad, but his re-election result certainly surprised the people trying to take him down all term.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
lafrisbee
Active Member
Holey Moley 2 years ago they were joking about EV's
Mary Barra fans should not watch. Oh and.... Autoline Daily?????????????
Mary Barra fans should not watch. Oh and.... Autoline Daily?????????????
insaneoctane
Well-Known Member
Wasn't 2170s at TX only supposed to be a contingency plan?
To get Austin built, they had to make some projections, otherwise Austin would still be in the construction phase. No one has ever done 4860s on a mass scale, couple that with some new technology and structural cells and it should be zero surprise that it's hard to do. I'm very happy they had a contingency plan.
I don’t like seeing Elon and TFG in the same sentence, but one thing is certain or at least very likely, Elon wouldn’t get that meeting with McCarthy and Jeffries if he didn’t own Twitter.
Q4 q&a
Elon said he does not see any competitor in 5 years, and again referenced need a telescope to see second place, as in the Tesla IPO investors Powerpoint presentation.
Since Elon thinks Tesla will essentially own the whole “market”, top on Elon’s mind must be the self-driving EV market. This aligns with his comments over the years that in future years buying a car without self driving will be like buying a horse.
He also recently (2021? 2022?) said that without FSD, Tesla value is “zero”.
While most look at Tesla market share of the EV market, and other looks at its share of the entire car market, if the timeframe is 5 years, Elon is more focus on looking at Tesla’s share of the self driving vehicle market, as that is likely where all profits will lie.
Elon said he does not see any competitor in 5 years, and again referenced need a telescope to see second place, as in the Tesla IPO investors Powerpoint presentation.
Since Elon thinks Tesla will essentially own the whole “market”, top on Elon’s mind must be the self-driving EV market. This aligns with his comments over the years that in future years buying a car without self driving will be like buying a horse.
He also recently (2021? 2022?) said that without FSD, Tesla value is “zero”.
While most look at Tesla market share of the EV market, and other looks at its share of the entire car market, if the timeframe is 5 years, Elon is more focus on looking at Tesla’s share of the self driving vehicle market, as that is likely where all profits will lie.
| George Gianarikas -- Canaccord Genuity -- Analyst Hi, everyone. Thanks for taking my question. So you recently adjusted prices, and that may have put many of your competitors in the back foot. In addition to that, capital markets have recently gotten a lot tougher. So with those factors in mind, I'm curious how you see the current competitive landscape changing over the next few years. And who do you see as your chief competitors five years from now? Elon Musk -- Chief Executive Officer and Product Architect Five years is a long time. As with the Tesla order part, AI team, until late last night, and just we're asking [Inaudible], so who do we think is close to Tesla with -- a general solution for self-driving? And we still don't even know really who would even be a distant second. So yes, it really seems like we're -- I mean, right now, I don't think you could see a second place with a telescope, at least we can't. So that won't last forever. So in five years, I don't know, probably somebody has figured it out. I don't think it's any of the car companies that we're aware of. But I'm just guessing that someone might figure it out eventually. So yes. |
I know, i know. This is Reuters, but what do you all make of this in the long term?
www.autoblog.com
Teslas are so expensive to repair, insurers are writing them off - Autoblog
Teslas are expensive to repair — so much so that insurers are writing off low-mileage cars, and Elon Musk says Tesla is trying to address the problem.
www.autoblog.com
I want some of what Joe's smoking. Occam's razor and all that.
You don’t miss the oil change specials?
The Accountant
Active Member
This was the most uninformed question I have ever heard on an earnings call.
Did this guy from Canaccord crawl out from under a rock to participate on the call? Will Tesla take price cuts?
Did this guy from Canaccord crawl out from under a rock to participate on the call? Will Tesla take price cuts?
larmor
Active Member
I think what was being conveyed is that the car itself will be immaterial compared to fsd: in terms of valuation he said it will be one of the biggest single value creation moments. In that lens, no one is even close. And a lot of current Tesla owners will have the ability to upgrade without a new car purchase.
Buckminster
Well-Known Member
larmor
Active Member
Mercedes GLS 450, 80,000 miles, 2017 4 times brake change for each wheel, nearly 90000 mile model x 2016: zero brake changesI know, i know. This is Reuters, but what do you all make of this in the long term?
Teslas are so expensive to repair, insurers are writing them off - Autoblog
Teslas are expensive to repair — so much so that insurers are writing off low-mileage cars, and Elon Musk says Tesla is trying to address the problem.
Tell me about it. I'm at 170K and have the same # of brake pad replacements.
It wasn’t just auto stocks. Lots of other heavily shorted “meme” stocks had a big squeeze too. I think amc and GameStop had big days. Coinbase is another example, heavily shorted (for good reason imo) up 15% yesterday.
GM needs to deliver this year or they are in trouble. Anything less than 100K EV's sold is a disaster IMO.
You do not go to further than this youtube title to know GM is full of BS, "Losing its EV Advantage"
Hmmmm where is this transcript from? I don't think the guy from Canaccord asked that question and can't actually find that question anywhere
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