Buckminster
Well-Known Member
Did Elon just say we should buy?
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Design is a mix of function (specifications), cost and aesthetics.It is a matter of personal tase, but this front end is really ugly! Why copy the ugliest part of a Lucid Air?
World population is 8B people. Number of humans on Twitter is 250M (excluding bots and such). That’s like 3% of the world. Even if we want to be generous and say there are 400M people on Twitter, that’s still just 5% of the world. Twitter is an extremely niche social network…it’s not like Facebook or Instagram which have multi billion users that comprehend almost a 3rd of the world.less than 25% of US population is on twitter. The number is even smaller internationally (and 0% in China).
Yes. He has been extremely accurate. In Q4’22 if I remember correctly, he missed by just one cent!!!Troy's automotive revenue predictions have been within a few % each quarter the past few years.
Was wondering why the 3 did not get the molded sub frames. It took two years to get to this point. The whole car had to be reengineered.Looks good and dirty. New Model 3 View attachment 927863
Keep in mind that often Tesla only needs to post to one social media platform,, others will link to that post on other social media platforms, journalists analysts will write about it, etc.World population is 8B people. Number of humans on Twitter is 250M (excluding bots and such). That’s like 3% of the world. Even if we want to be generous and say there are 400M people on Twitter, that’s still just 5% of the world. Twitter is an extremely niche social network…it’s not like Facebook or Instagram which have multi billion users that comprehend almost a 3rd of the world.
At peak, 3.3 million people were listening in the interview Elon did last night in Twitter Spaces.World population is 8B people. Number of humans on Twitter is 250M (excluding bots and such). That’s like 3% of the world. Even if we want to be generous and say there are 400M people on Twitter, that’s still just 5% of the world. Twitter is an extremely niche social network…it’s not like Facebook or Instagram which have multi billion users that comprehend almost a 3rd of the world.
That’s not how this works. Go talk to the people who are buying BMW, Mercedes, Audi, Lexus or other premium automakers - very few of them use Twitter. Twitter is mostly geeks like us.At peak, 3.3 million people were listening in the interview Elon did last night in Twitter Spaces.
In the USA, according to Nielsen live-plus-same-day data for February 2023, CNN averaged 587,000 total primetime viewers, No. 12 on basic cable, and 474,000 total day viewers, No. 5 on basic cable. The network also averaged 122,000 adults 25-54 in primetime.Feb 28, 2023
Fox counted an average of 1.4 million day viewers in 2022, representing a 3% increase compared to 2021, while MSNBC saw 733,000 and CNN had 568,000, which were both down 35% compared to the previous year. Dec 15, 2022
Legacy media is dying. It's all propaganda and each day more people are realizing that. Twitter's global reach may be small now but it is growing. If Tesla were to start advertising, and I'm not convinced that is right at this time, then it seems like Twitter may not be a bad place to do so. However, Elon Musk seems to be getting plenty of attention already, and that brings views to Tesla.
Is the Y supposed to get the same "Highland" refresh?Model 3 highland just leaked!
View attachment 927918
Love the more sporty lookno wonder they were trying to hide this thing. It’s a more significant aesthetic change than I was anticipating!
I think this is underappreciated. The extent to which wall st analysts understand Tesla is comically bad. You only need to look at yahoo finance, CNN, the BBC, CNBC, and all the other mainstream coverage to see just how utterly, utterly clueless those reporters and the analysts they speak to really are...A Megafactory selling 10,000 megapacks per year is equivalent to a Gigafactory selling 500k cars per year, so the two Megafactories will add 1M car equivalents per year, with expansions and many more factories to come. The analysts and media don't seem to appreciate this.
honest first impression is I I like my M3P more. Are there no fog lights? I hope this stays my impression once it comes out all nice and clean. Hopefully there’s no Plaid motor version or my hand will be forced!Model 3 highland just leaked!
Love the more sporty lookno wonder they were trying to hide this thing. It’s a more significant aesthetic change than I was anticipating!
As an ex boss used to tell me, don't use the word "cheap". Cost effective is better but hardly describes a smaller Tesla which will be better than the rest of the market. It will be much more than $5k more cost effective. Highland will allow current prices to be held at least for a few years.honest first impression is I I like my M3P more. Are there no fog lights? I hope this stays my impression once it comes out all nice and clean. Hopefully there’s no Plaid motor version or my hand will be forced!I’m still in the camp of thinking this mayyy be the cheap car. Are they really going to introduce a cheaper model 3 and then introduce a car $5k or so cheaper than that?
Literally thought this as I typed out the word “cheap”.As an ex boss used to tell me, don't use the word "cheap". Cost effective is better but hardly describes a smaller Tesla which will be better than the rest of the market. It will be much more than $5k more cost effective. Highland will allow current prices to be held at least for a few years.
Currently Troy's biggest discrepancy is his gross margin which sits at mid 17%. This is way under analysts expectations of 21% and Tesla's own guide of "above 20%".
Maybe we need a dedicated Troy thread. Or just ban all conversion regarding words/names starting with T in this thread. That should clean things up considerably.Would have thought that all aspects of Troy's predictions had been discussed in this thread by now... sigh![]()
I don't see him buying anything (besides twitter). I see him selling though.Did Elon just say we should buy?
Read that english againI don't see him buying anything (besides twitter). I see him selling though.