From the content (see the quotes). Sure the page shows it was published today, but it would have had to have been written at some other time(s) to make any sort of sense.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
It also matters when this occured. It would be nice if the change happened in Q1, as it would increase the bottom line...
That is old news. Saw reports on reddit months ago about Tesla charging customers for services that they previously perform for free.
I've been pretty much the lone Tesla in my neck of the woods in NE Pennsylvania for 3 years up until recently. Yeah an occasional tourist but nothing local other than one other X that the owner only drives on nice days. Closest service center/showroom is about 70 miles from me and in a different state (NJ). In the past couple of months all of a sudden I'm seeing Model 3s every couple of days (several different colors so not the same one) and I know at least 2 people who bought a Model 3, so someone is buying them and I'm in the "T" in Pennsylvania, AKA Pennsyltucky. Not exactly prime Tesla territory. Was up in WIlkes-Barre at a school event with a couple of other out of the area Tesla owners and we were shocked to see 3 Model X's and an S pull up to drop kids off. Wilkes-Barre is even further away from any Tesla service centers. Did not see these last year when we did this. So does this mean that everyone that wants a Tesla now has one or does it mean that people who aren't an easy sell because they are in an area away from Tesla facilities but they are starting to buy despite the long distances because there is growing demand?
Mike Smith
Active Member
I'm pretty sure it was written now and the author just made a bunch of mistakes. It's the lead story on EVbite.com
I don't spend enough time in Reverse for those batteries to be much good to me.No wonder Tesla batteries are more powerful than the competitor's (see eTron), if they are using antimatter inside
larmor
Active Member
New Shortsville Times headline: Reasonableness pants factory to be opened in China soon
Next increment after Ludicrous - "Warp Capable"No wonder Tesla batteries are more powerful than the competitor's (see eTron), if they are using antimatter inside
Maximum Plaid
Sudre
Active Member
I like the two ways of looking at everything. It gets pretty entertaining to see peoples perspective.
Tesla has no demand so they are releasing the SR+.
OR
Tesla has a battery shortage so they are releasing the SR+ because the pack uses less batteries.
Tesla has a demand shortage so they are introducing leasing.
OR
Tesla has plenty of cash on hand so they introduced leasing because all real car companies lease cars.
Then there is Elon with his silly "There is no demand problem."
Tesla has no demand so they are releasing the SR+.
OR
Tesla has a battery shortage so they are releasing the SR+ because the pack uses less batteries.
Tesla has a demand shortage so they are introducing leasing.
OR
Tesla has plenty of cash on hand so they introduced leasing because all real car companies lease cars.
Then there is Elon with his silly "There is no demand problem."
EVNow
Well-Known Member
My analysis is mostly on ROI for a given SP & future date - well before maturity (say, you want to roll LEAPs every year). I'll post my numbers when I get some time.
Yes, I agree, and I think Tesla should advertise to take control of the narrative. They cannot rely on social media alone because the signal to noise ratio is being polluted by a bunch of FUD, likely front run by "public relations" aka paid bashing firms. Also this won't be a popular comment with some of you, but Musk's behavior has turned off some potential buyers. (AKA "normies")
Most people have very little real info about EVs and Teslas and what they think they know is FUD. They certainly don't realize how much more advanced Tesla's tech is. For Tesla owners, it would be crazy to cross shop the Nissan Leaf at the same price point, yet I have read posts recently (on arstechnica in the comments) where people are doing just that and deciding on the leaf, because they are "concerned about the future of the company"
Here's my 30 second ad recommendation:
1. A women wakes up and pre-heats her Model 3 from the phone app, then shares a set of directions with her car from her appointment.
2. As she leaves the house it starts raining, so she uses advanced summon to bring her car to her front door.
3. In her car now she drives to the on ramp, where she engages NOA.
4. The car merges into traffic, overtakes a slower car and cut to it taking her exit and handing back control.
5. As the commercial ends we see the The Model 3, X and S on the road driving, then a large Tesla logo appears on the screen along with the text: Order or schedule a test drive on tesla.com/go
They should test this, perhaps in a regional market, and track it's effectiveness so they can decide if they are getting their money worth. For instance if they spend $5M on an advertising spot, and in that region they get $100M in new orders traceable to the ad campaign, then it was a good use of resources. This is how companies make decisions about investing in advertising campaigns.
Did you miss all these other signs?
1. Price cuts
2. Price cuts again
3. 35k Model 3 (before it really existed) along with rash store closing announcement?
4. Leasing available
5. SR+ available in China and Europe
Why would they do these things if not to stimulate demand? Perhaps they are not advertising because someone at the top is opposed to the idea and prefers to spend money in other ways to stimulate demand (price cuts, referral program etc), others including myself think investing in advertising would be worth a look.
EVNow
Well-Known Member
This …
Also to paraphrase EM - There is no demand problem. Affordability is the issue.
Pushing SR+ is the right move if cell is limited. Hence why Tesla isn't publicly selling RWD, only AWD/P.
Todd Burch
14-Year Member
I don’t believe Tesla has a demand “problem” with the Model 3. They just currently probably can’t sell 5000-7000 $45,000+ non-leased cars a week in the current limited markets in which they’re offered. That is not a “problem”. It just means that they have to start using demand levers (like every other manufacturer on earth).
Just because Tesla can’t maintain a three-year waiting list for a car doesn’t mean they can’t find buyers. It just means they have to start doing the kinds of things that EVERYONE else does.
BMW and Audi offer leases AND advertise. Does this mean they have a demand “problem”? Of course not.
This demand “problem” stuff is horses*it talk that the shorts made up to manufacture fear, and many here are soaking it up like a FUD sponge.
How many automakers out there don’t offer leasing?
Among those, How many don’t advertise?
Among those, how many still aren’t selling in RHD markets?
And how many of those are offering entirely completely new models that many have never seen before?
If that list didn’t become zero by the second or third question, then shove a pipe in my mouth and call me Sherlock Holmes.
Start leasing, advertise, produce for RHD markets like UK and Australia, and give the new markets a little time for word of mouth advertising to take off.
Once Tesla has done all of that, if there are still issues, then we can call it a “demand problem.” Until then, it’s just FUD.
There’s a reason FUD starts with F-You.
That’s exactly what it’s trying to do.
Don’t let it.
Just because Tesla can’t maintain a three-year waiting list for a car doesn’t mean they can’t find buyers. It just means they have to start doing the kinds of things that EVERYONE else does.
BMW and Audi offer leases AND advertise. Does this mean they have a demand “problem”? Of course not.
This demand “problem” stuff is horses*it talk that the shorts made up to manufacture fear, and many here are soaking it up like a FUD sponge.
How many automakers out there don’t offer leasing?
Among those, How many don’t advertise?
Among those, how many still aren’t selling in RHD markets?
And how many of those are offering entirely completely new models that many have never seen before?
If that list didn’t become zero by the second or third question, then shove a pipe in my mouth and call me Sherlock Holmes.
Start leasing, advertise, produce for RHD markets like UK and Australia, and give the new markets a little time for word of mouth advertising to take off.
Once Tesla has done all of that, if there are still issues, then we can call it a “demand problem.” Until then, it’s just FUD.
There’s a reason FUD starts with F-You.
That’s exactly what it’s trying to do.
Don’t let it.
⚡️ELECTROMAN⚡️
Village Idiot
Getting more cars out there is the advertising. Kills two birds with one stone. This is just the beginning.
eh, it doesn't have to be that they are ideologically opposed to the idea. may just be that they haven't had the time to roll one out and are working on it.
said this last night, but when you have a top in class product and brand like Tesla does demand is never really an issue that can't be solved by re-evaluating your marketing/sales strategy (on that note I do think closing the stores was a dumb decision for advertising reasons more or less, but it appears most will stay open)
Another view is maybe BMW/Mercedes... should talk to Tesla owners on why they are not buying theirs instead.
Tesla price reduction is the goal not the demand lever.
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