Yes and it is what is expected . This is a transformation in logistics and the risk here is huge . It is not like delivering retail cars, these are products that have to work as promised, for millions of miles of use. We have a driver with over 2 million miles on a truck. The potential impacts of the Semi are huge but risk are likewise great.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
JRP3
Hyperactive Member
My assumption is that it's sitting there in a warehouse, waiting to be shipped at the best moment
The question is, what will be the catalyst...?
Maybe he was thinking of English as natively spoken in, say, Kerala.
Agreed. I've often thought that the use case if Semi is different enough from cars that they need to proceed slowly. Cars sit 90% of the day; Semi rolls (under heavy load) 90% of the day. Run a truck for a month or two, then tear it down and learn. Rinse and repeat. Fortunately for us, Tesla is almost smart as me so they seem to be doing this.
All delivered had the part/ issue. Manufacturing cut over date was actually the 14th. They had been holding some production on site and retrofitted those before delivery, so not in the 35.
Aside; If a public wifi network doesn't automatically give me the landing page, x.com is my goto site to force it. It's http so browsers won't block the redirect as insecure. I think Musk had the same problem and it is the _real_ reason Musk bought the domain.
Tes La Ferrari
Active Member
Tesla logo already more memorable than Toyota, Mercedes-Benz, and Lexus
As it turned out, Tesla's "T" logo was more memorable than Toyota, Mercedes-Benz, and Lexus, according to a recent study.
www.teslarati.com
TLDR: “Tesla’s “T” logo was more memorable than Toyota, Mercedes-Benz, and Lexus. Tesla’s logo was also voted by the study’s respondents as the 3rd best car logo, just behind Audi and BMW. Toyota and Honda ranked behind Tesla. “
My synopsis: Market share & mind share.
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Shipping burnt hair is the catalyst! Today’s action is an indication. The thought of shipping burnt hair will in itself trigger a pull of shorting activity. They wouldn't dare risk it. Shipping is one thing, but when it is actually delivered about 2 weeks later… “Holy popcorn Batman!”
Buckminster
Well-Known Member
Behind paywall:
Subscribe to read | Financial Times
Could advertising help with any of these?
Need for Tesla Advertising / PR
Subscribe to read | Financial Times
Could advertising help with any of these?
Need for Tesla Advertising / PR
Buckminster
Well-Known Member
TSLA at p/s of 7.9. With squeezed margins, does this return to becoming a better metric than P/E ratio?
That depends if cost is actually an issue, or people just think it is.
Of course its prohibitive. Does an EV cost the same as a Civic or Corolla? Camry? Accord? Rav4? CRV? Without the games and tricks trying to use the $7500 discount that may or may not ( mostly not) apply to normal people.
The only solid argument I read proadvertising is that maybe that Tesla are cheap, but people don't know It. Musk is leveraging on Twitter, meaning that he has bought it and makes his companies use it extensively some times even buy sponsored ads (at least for Starlink). But Twitter is used by a tiny percent of the global population, and a couple of billions of potential customers are out of the loop regarding prices and supercharging and autonomy etc.
Especially including the used car market.
3 is less than 6 years old
Y is just over 3
In interpreting the poll one also needs to consider the knowledge v effort barriers. If they find EVs are unaffordable for them with solid data, they aren't going to spend a lot of effort researching range, charging, and such.
MountainRatMat
Member
Problem with cost is an EV has much higher up front cost but much lower cost to operate.
Psychologically most people can't get past the up front cost to see the lower cost to operate.
The other factor that isn't included is resale value. Tesla's have consistently had excellent resale value.
MountainRatMat
Member
The BMW logo is iconic and I fully agree but really, Audi?Tesla logo already more memorable than Toyota, Mercedes-Benz, and Lexus
As it turned out, Tesla's "T" logo was more memorable than Toyota, Mercedes-Benz, and Lexus, according to a recent study.
TLDR: “Tesla’s “T” logo was more memorable than Toyota, Mercedes-Benz, and Lexus. Tesla’s logo was also voted by the study’s respondents as the 3rd best car logo, just behind Audi and BMW. Toyota and Honda ranked behind Tesla. “
My synopsis: Market share & mind share.
Makes sense with Tesla, will be interesting to see how people perceive Cybertruck branding with no logo or anything. I think the Cybertruck could be the marketing win of the century, everyone will know what it is and who makes it with zero badging.
MountainRatMat
Member
Sure, there are bad times to buy and sell just like with any product.Agreed, but those price cuts
The problem with the "price cuts" argument is that Tesla is keeping the $$$ for themselves while other manufacturers are just giving away money to the dealers with ADM (additional dealer markup). It is simple economics, supply and demand and Tesla is capitalizing on it, can't blame them for that. Even with the market forces Tesla's still maintain a high resale value compared to other vehicles.
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