Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

This site may earn commission on affiliate links.
I got to LAX a few days ago and Hertz did not have my Tesla ready. Said that it would take 30mins… which I didn’t have so they offered me a polestar or a Chevy bolt (they had tons of those sitting in the lot).

I ended up with a gas car as I don’t know where to charge these other EVs.

Again, demand seems to be there for teslas but not other EVs.
That's the biggest issue I've seen with rental companies and EVs. They are either not charged in time or they have provided them to me with 30-50%. I've been told I can wait 30 mins previously and I see a line of Teslas charging, but I just went ICE instead. They also had other EVs available, but I agree, they don't have the same demand and seem to sit, charged.
 
Yeah, it has nothing to do with the fact that the cars Hertz are selling have ~80k miles on them and this is probably at or past the mark where they normally sell any vehicle in their fleet.

Looked at another way, in the short time Hertz has had these cars they have racked up double or more than the national average for miles driven annually.
My post was more about Hertz not buying additional Teslas.
 
Here we go again... article is so poor that I wonder if someone at Reuters requested something randomly positive from ChatGPT...

Is it "a couple of years" or "2027 - 28", keep the story straight, guys, but wait, 2027-28 "followed by mass production", so more like 2030 then? 🤷‍♂️


GANDHINAGAR, India, Jan 11 (Reuters) - Japan's Toyota Motor 7203.T will in a couple of years globally launch vehicles with solid-state batteries that charge faster and last longer, an executive said on Thursday at an investment summit in India.

Solid-state batteries promise to dramatically improve the driving range of electric vehicles (EVs), a key element of a strategic pivot Toyota unveiled in June to make up ground lost to Tesla and Chinese rivals, such as BYD, in the EV race.

Last year, Toyota and oil refiner Idemitsu Kosan5019.T said they would tie up to develop and mass produce all-solid-state batteries, which they aim to commercialise in 2027 and 2028, followed by full-scale mass production.

"We will be rolling out our electric vehicles with solid state batteries in a couple of years from now," said Vikram Gulati, the India head of Toyota Kirloskar Motor. It "will be a vehicle which will be charging in 10 minutes, giving a range of 1,200 kms (750 miles) and life expectancy will be very good".
Are they going to use hydrogen powered flying robots to build them? They would be so cool. Maybe do a whole anime manga series with them. Why can't Tesla be as innovative and disruptive as Toyota?
 
There's been a lot of talk here recently about the negative PR campaign targeting Elon Musk and Tesla. I think this is largely a misnomer simply because Elon is doing fine, and Telsa is the first across the start line in this regatta for world-wide EV dominance.

No, the actual target of this PR trolling campaign is Retail investors with the goal of separating them from their TSLA catch. We saw just such an example today from the mercurial "Tesla Economist" (and quintessential emotional retail investor) :

View attachment 1007846

Woahbuoy, where to start? Every SINGLE buoy he claims as evidence is INCORRECT:
  • Gen 3 was NOT pushed back since Tesla never announced a start date. Who'd you get that from? And was he wearing a pink bunny suit? :p
  • Tesla Energy ramp is exactly on schedule, where'd you get 'failed'? (The DRUGS you need are available in sickbay, not just on the docks)
  • 4680s ARE ramping. 4 lines operational at Giga Texas by mid-year, 8 lines by E0Y. Or did you mean overnight, tonight only, 'cuz that's when your margin call is due?
  • "FSD solved this year" is NOT the condition necessary for the Market to place value on it, progress is. Yet your value is zero because it won't save you from your Options blunder?
  • Margins, price cuts, COGS on an early ramp product like CT are just handwaving, Tesla is profitable and growing more so, while growing the business. That's PROGRESS.
Recall, it was just a year ago on December 27, 2022 when Tesla Economist was margin called on certain speculative options contracts he purchased, losing over $10M of his own money (and a few more Million$ for family members). This.guy.does.not.learn. At least, wait for the Earnings call on Jan 24 and Elon's Company talk after the release of the 10-K before spouting your jibberish. Whinging about informtion that is not available right now is yet another indicator of his emotional affective disorder when it comes to investment decisions.

Folks, Options Market Makers know your positions because brokers share information below deck. Collectively, they know who is vulnerable, and when to strike. Don't play their game. You may be the lucky 1-in-100 retail options traders who makes money short-term, but if you do please don't encourage the other 99% to bet-and-lose just so you can continue your personal winning streak. Consider that your turn to lose is coming, and that your luck is going to run out (statistically). You are running between the raindrops when you speculate in Options.

I don't play options (never have). There may be some good reason to purchase put contracts to secure the capital you need to withdraw over the next year or two, but otherwise puts are mainly used by Options MMs to create synthetic short shares. The house always wins, and Options MMs run a crooked game: They can see all your cards. (they know your entire position, they know your cash balance, they know your margin limits, and can change that limit whenever it suits them). It's dead reckoning for them to harvest the maximum no. of retail investors in the same bottom-trawling net)

A Better Strategy? Buy-right'n'Hold-tight. Four years ago, I did a projection for TSLA's share price going forward through 2030 based on Tesla guidance of 50% CAGR. The predicted SP for Dec 31, 2023 was $238.49 (that's not a misprint). At the time Tesla's 10-yr historic CAGR was 57.1% (my bull-case scenario). If I didn't watch mainstream Tesla news and did nothing but check the SP once per year, I'd be thrilled with the results:

View attachment 1007862

Instead, negative PR campaigns target emotional investors like Tesla Economist, urging them to sell the best equity investment of the century because he doesn't have enough info... Twice. Got news for you, Tesla Economist: you do have enough info; but you engage in self-denial about your approach to investing. A sure way to be taken in by the sharks.

Investor: Know Thy Self.

P.S.
Below 40 degrees, there is no Law. Below 50 degrees, there is no God.
Your 2029 forecast looks a little bearish if you ask me but then again, my sig says it all 🥴 🥴 🥴
 
observation:
Lots of Tesla's everywhere, like, way way more
single data point

East Coast trip US mid December 2023 - early January 2024 (~2,500 miles)
SW Florida Sanibel area to Washington DC area & back
gave up random counting after quickly got over 100
(Interstate 75 - Rt 301 - Interstate 95
(avoid I-4 near Disneyworld as it's stop & go 24 hours a day!)
2 car carriers with Tesla's
Tesla's everywhere on the roads, lots of Y's

!!!Parking garage in Rockville, Maryland with supercharger on 3rd floor has 2.5 levels literally packed with ~100/level (around ~250) for pre-delivery staging and some service where there were some "odd looking kinda different" model 3's (early highlands?)

(SC is between 27cents and 42cents depending on time of day or something random at Rockville, Maryland, USA)

there seems to be perhaps "an order of a magnitude" more everywhere (10x) and it was pleasant seeing so many

additionally, visited Babcock Ranch$,
lots of Tesla's in the 40 miles there & back plus perhaps a dozen spotted there

It seems it's way past the "early adopters stage"
Just for fun, i stopped by a SC on Tuesday evening here in southern ca, it was 0.52 at 7:30pm.
 
  • Informative
Reactions: Artful Dodger
I got to LAX a few days ago and Hertz did not have my Tesla ready. Said that it would take 30mins… which I didn’t have so they offered me a polestar or a Chevy bolt (they had tons of those sitting in the lot).

I ended up with a gas car as I don’t know where to charge these other EVs.

Again, demand seems to be there for teslas but not other EVs.
I do understand that if you're used to Tesla you don't know, but for future reference, Plugshare is the goto for looking at charging.
There are places where I wouldn't want to rent an EV due to lack of access to charging, while in others I'd be OK with it. (I have a Kona EV).
Polestar has A Better Route Planner available an in-car app for route planning so that could also help you for CCS cars.

Bolt's slow DCFC a bit of a hassle as a renter if not good charging access as you either need to sit at a DCFC longer or pay the low SoC fee.

More broadly, Tesla's "easy mode" charging experience makes sense for renters who aren't EV owners. But this should all improve over time as the industry moves to J3400/NACS/Tesla plug, Superchargers are opened up, and the whole industry moves to plug-and-charge both for DC and AC charging.
 
News:
Hertz to sell over one third of all its electric vehicles due to low demand and higher costs.
Hertz to use a portion of the money raised to buy gas powered cars

+Based on tax credits, etc ... I was thinking it would be a time that commercial fleets etc would be buying more EVs this year ...
I think this experiment was so that Tesla owners could rent a car familiar to them. There is a learning curve to operating a Tesla, especially now they do not have stalks. I would love to know what their surveys say about Tesla rentals. I blame Hertz for this too, there was not a lot of info on how to pay for charging. Not surprised Hertz is reducing the Tesla fleet. I think the repair issue (yeah, I could see renters driving off and realizing "where is the side mirrors switch?.......BANG!) is just an excuse.
 
Hertz is selling EVs that are two years old with >50k miles (usual practice) and replacing with ICE due to collision repair costs/ repair time.
As opposed to replacing EVs with ICE ahead of schedule for the previously reported reasons.
Would be interesting to see how the Tesla/Non Tesla EV mix at Hertz ends up after this as the charging/management of the non Teslas was a hot mess.
 
I think this experiment was so that Tesla owners could rent a car familiar to them. There is a learning curve to operating a Tesla, especially now they do not have stalks. I would love to know what their surveys say about Tesla rentals. I blame Hertz for this too, there was not a lot of info on how to pay for charging. Not surprised Hertz is reducing the Tesla fleet. I think the repair issue (yeah, I could see renters driving off and realizing "where is the side mirrors switch?.......BANG!) is just an excuse.
They also gave a whole bunch of Tesla's to very inexperienced Uber drivers. They noted that was a mistake, and are changing the vetting of Uber drivers.
 
Perhaps you might understand the point he made were you to look up ‘omission’ and ‘comission’. With that information you might better understand he did not imply Tesla had “done” anything but, by definition ‘did not do’ that something. ‘Something’ in this case would have been to convince employees it was not in their interest to be unionized.

Really you are, in this rare case, being obtuse. You might object to precise use of grammar and rigid adherence to explicit rules of logic. After all this time, you should know what to expect of the creator of our sub-forum. Bluntly he answered your question.

in reality unions are not successful when employees think they’ve nothing to gain. Surely you agree. Tesla, therefore, would be wise to concede they had not convinced employees to reject union solicitation. Why could be other than positive from so doing?
As an obtuse plebe, clearly looking up definitions wouldn’t help. 🙄

Here’s what I surely agree. Tesla doesn’t have to concede anything in the context of unions and what they may or may not have convinced employees about if and until our precise use of grammar and rigid adherence to explicit rules of logic moderator can provide evidence that Tesla has messed up in some way, and employees as a whole believe joining a union would be beneficial. Then I surely would agree a new approach by Tesla would be warranted, or not.

Yes, or not. Why, or not? Because a lot of possibilities and reasons this obtuse, grammar rejecting, non-adherent to any rules nobody doesn’t feel like sharing with you.