Loved this video! This Jacob guy is great....never watched his vids. Thanks for sharing.
UBI Says what?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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UBI Says what?
The graph would look a bit different if lumped together by Auto Group or even by platform, not separating out each brand when they often share the same underpinnings
Knightshade
Well-Known Member
I mean,, not that different relative to Tesla...
Combine Kia and Hyundai and you get just under 34,000 total still still behind even Chevy (they make WAY better EVs than Chevy but they're being hurt pretty clearly by lack of access to IRA and state credits here....) and more than 10x behind Teslas number if you use the text from the story (or just over 1/10th using the graph #).... Combining all VW brands listed gets you barely to 30k. And nobody else is even really worth mentioning combined.
When you outsell the next -19- nameplates combined any combo of a few of those 19 owned by the same group is still gonna leave you pretty distantly behind.
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Yup but it would look a bit different
Platform would be another interesting grouping as we have some companies using platforms from other companies, IE VW's MEB platform will be used for the Ford Explorer and GM's Ultium is being used for the new Honda Prologue and Acura ZDX.
Right observation but I think you're drawing the wrong conclusion. The more the government is invested in these companies, the more incentive they have to keep them alive. They also won't mind having ownership.
The what now?
I'd guess the Prologue and ZDX on the Ultium platform will also only be sold in North America
Edit: I mean Prologium and ZultDX
Yes, which they extended because they are struggling to ramp their other vehicles, which will include the Chevrolet Equinox, which was supposed to be their volume EV, from next spring with the 1LT at $30k, and the real-base-2LT at $34k. Now they're also going to try to fast track a "Boltium" after they've realized they have a relatively popular product in a space that nobody else in the USA is competing seriously in, since HyunKia doesn't have access to the tax credit. All the Bolt and Bolt EUV need to bump sales is faster DCFC.
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They're calling it Explorer, but it's going to be an Fordified ID.4.
I have always stated real competition arrives summer of 2024 going forward. From that point on all of the automaker's " just you wait" EV vehicles will be coming en masse to dealers. EVs will not be a novelty just another powertrain option. That is when things get interesting,
2024 Honda Prologue Debuts With 300-Mile Estimated Range, Upper-$40K Price
The 2024 Honda Prologue will arrive at dealers early next year riding on the same Ultium platform as the Chevrolet Blazer EV but getting its own style.
www.motor1.com
Did you come up with that yourself? I think it would be a great name. GM should change it to "Boltium".
As a Bolt owner, I can tell you this is spot on. 55kW is way too slow for many to tolerate on a road trip. Give it a 150kW max and a NACS port. Then you've got a great little low-cost EV. If they had the battery supply, GM could sell a gazillion of them.
Krugerrand
Meow
You just keep moving the goalposts until you’re happy rather than acknowledge the feat Tesla has accomplished AND will continue to improve on.
I know, you’re just being realistic and acknowledging the shortfalls to provide a balanced, non-echo chamber environment for all our benefits. Saving us from ourselves one post at a time; what a doll.
Hey, Tesla! Throw in the towel; your EV semi sucks chips and dip.
No Boo, just providing my own opinion. I don't live in your echo chamber or world.
Buckminster
Well-Known Member
Doesn't look like this is headed to Tesla. More GM etc.
EEOC sues Tesla, alleging widespread racist harassment of Black workers, retaliation against those who spoke out
A federal agency has sued Tesla over alleged widespread racist harassment of Black workers and retaliation against those who spoke out about the issues.
www.cnbc.com
Wish the media would go into more details here, what was the harrassment? Why only this employee and not others?
With many in financial media stating that Tesla is and will be the beneficiary of the UAW strike. The timing of this article is ............."peculiar".
Normally, when FUD articles like this are released, we consider this a bullish signEEOC sues Tesla, alleging widespread racist harassment of Black workers, retaliation against those who spoke out
A federal agency has sued Tesla over alleged widespread racist harassment of Black workers and retaliation against those who spoke out about the issues.
Wish the media would go into more details here, what was the harrassment? Why only this employee and not others?
With many in financial media stating that Tesla is and will be the beneficiary of the UAW strike. The timing of this article is ............."peculiar".
Each time this point is made, many people promptly ignore the consequences of the just In Time model combined with Tier one and Tier two suppliers. FWIW, Boeing learned that in public humiliation with the B787 battery fires, the consequences of Tier one outsourceing, followed by Tier one to Tier two with near zero engineering or business awareness of each step.
This history has been regarded as off-topic, but understanding this is the most descriptive consequences of OEM outsourcing models based on Tier structures that outsource engineering, quality control and packaging.
Each time someone claims any OEM, name one, any one, can do what Tesla has done the fatal logical flaw is that NONE, repeat NONE of the legacy OEMs can conceive how to compete with Tesla. Herbert Diess knows that and said so, some lost his job. Jim Farley knows it but shrinks from copying Diess lest he suffer the same fate.
Each day we do all we can to understand the Tesla weaknesses. That assessment is wise. Tesla is not perfect. TSLA is volatile because it violates every industry norm. Outliers always seem high risk.
Now we have the UAW and the "US big three" admitting they're clueless while the UAW firmly announces they aren't going to pay the price of adaptation, supported by US political leaders.
With that what happens to TSLA? Remember the world, Tesla Energy, and batteries, always batteries. Remember manufacturing innovation Gigcasting, Octovalve, motors without rare earths and so on. Remember robotics and manufacturing innovation.
When we seriously examine all that we can ignore Elon histrionics, ignore market manipulation, stop obsessing over every production/sales period.
We can keep holding and accumulating while results keep coming. We only need to have nerves of inconel, and high tolerance for ambiguity.
(note: my accounts have just completed a ten year review. Today, of all days, I realize that HODL philosophy works but, as my tax attorney just said yesterday "Ten years ago you tried to get me to buy TSLA and I thought you'd lose it all. I did not realize you were sending half your time learning enough to be confident you were right and the market wrong. Today it all is so obvious, in retrospect". He was told by three of his colleagues that they were all now owning Teslas.)
The Investors thread here has all the information but so many of us still think the traditional OEM style can be successful. For that matter they probably think Boeing is the champion of modern spaceflight./s
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