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Tesla's Supercharger Team was recently laid off. We discuss what this means for the company on today's TMC Podcast streaming live at 1PM PDT. You can watch on X or on YouTube where you can participate in the live chat.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
FEERSUMENDJIN
Member
Claims to have been a paid consultant with Tesla since 2010, only an employee for the 2 month period.
Seems he is on a bear spree past 24 hrs
Now posted that Elons is hurting Europe sales … and should donate some powerwalls …
Maybe his Short PUTS are ITM
2daMoon
Mostly Harmless
VW Chattanooga On Verge Of Unionization After UAW Secures Majority Support | Carscoops
Workers want a bigger say in how the plant is run and they appear to be on their way to getting more powerwww.carscoops.com
One can be condescending and ignore this but something to the press hyping up UAW wins at transplants and another story talking about Tesla factory pay compared to competitors.
It still seems against the mission for the UAW to work so hard to bankrupt the competition before they can develop their EV models.
Panasonic purchases synthetic graphite from Novonix | electrive.com
Panasonic Energy has signed a binding purchase deal with battery materials company Novonix for the supply of synthetic graphite for the anodes of electric vehicle batteries in the USA. This agreement provides for the supply of at least 10,000 tonnes over a four-year period starting in 2025.
www.electrive.com
Well chip shortage and 4+ dollar average gas prices had way more affect than pricing. Prices were high for all cars at the time and nothing were in stock. Tesla doesn't operate in a vacuum.
EV sales in China experience seasonal January slump | electrive.com
EV sales fell significantly in January to 729,000 units due to seasonal factors. Battery electric vehicles even did worse than plug-in hybrids. Due to the Chinese New Year in February, the current month will likely be weak, too.
www.electrive.com
Nvidia must think Tesla is on a winning strategy with Dojo.
I bet I know someone who's super stoked that Nvidia is working closely with OpenAI.
Knightshade
Well-Known Member
Again- This. Is. Not. A Thing.
Tesla could put self-driving cars on the road today in at least a dozen US states without needing "approval" from anybody.
The only reason they do not is they don't have self driving cars yet.
Certainly there's OTHER jurisdictions that DO require approval- but plenty that don't. It's not a barrier to Tesla delivering >L2 to millions of drivers the moment it's actually working and safe.
He sure spends a LOT of time shilling his books, seminars, youtube videos, and courses for a guy who is "retired"
His point is Tesla has held back scaling production capacity in order to keep it as consistent as possible with demand-- which given how under-max-capacity Berlin and Austin are appears to be accurate.
Tesla COULD choose to make several hundred thousand more Y than they do today, but they don't have tons more buyers at current pricing for them on top of existing production. That's what Troy means-- not that there's no buyers for current production at current prices- just that there's not a massively large # of additional ones.
Tesla themselves tells us this by pointing out growth will be much smaller than usual for a while as they're between major product waves until next gen car is out.
I don't believe they can make EV models. They have to protect the ICE manufacturing employees.It still seems against the mission for the UAW to work so hard to bankrupt the competition before they can develop their EV models.
As a doofus, it doesn’t surprise me that there are some indicators that a relatively expensive car that has few variations might be demand limited, especially when it is already the largest selling car in the world. Reducing price might increase demand or increasing the number of variations could work too. Perhaps a little bit of both. As I’ve said before, Tesla is well past selling to fans and is into the much harder business of conquest sales. Believe it or not but the color of an interior or trim or immediate availability matter more to most people I know than driving electric. In fact to some electric is a negative. I certainly don’t know for a fact that it is demand limited. It well may not be, but no product has infinite demand. Changing the subject slightly, it is my understanding that production at Germany and Texas is limited to some extent by lack of line workers not demand at this time.
Now you´re making stuff up. He always compares his estimates to the real data once it comes out. You can ignore him all you want but please stop the nonsense Troy bashing here it is getting so tiresome.
Do agree though he is sometimes not clear on interpretation vs. facts in his theses, but please don´t mix that up with his numbers.
2daMoon
Mostly Harmless
Perhaps they have a short-sighted approach toward defining "protect" in regard to their ICE manufacturing employees.
They may come to realize how there is a markedly less beneficial return to be gained from a cooked goose than there is from a golden goose.
The motivation is to collect (and sometimes abscond with) union dues, so they will act to increase the dues.
L5 certainly need government approval because as the sae definition allows the car to drive anywhere, meaning going across borders into places that require government approval. So yes, L4 geofencing may not require approval if it's only for a particular state. Tho I feel that any autonomous driving company would seek prior approval with data and give everyone a heads up as the first traffic blockage or accident causes all sorts of scrutiny in which stricter standards by the local government will be established.
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Seems he is on a bear spree past 24 hrs
Now posted that Elons is hurting Europe sales … and should donate some powerwalls …
Maybe his Short PUTS are ITM
Troy should stick to his estimates, and not commenting on vague unfounded theories about the company and Elon. Although I noticed he updates his estimates throughout the quarter when new data comes out, so not sure how accurate they would be without that.
Knightshade
Well-Known Member
Uh... what?
L5 doesn't need any approval, from anybody, to put on the road in at least a dozen US states.
Right now.
If you put an L5 car on the road in Nevada next week- which you can do with no government approval at all then it's still an L5 car even if it's not approved in California.
L4 vs L5 is about capability, not legality. CAN it safely drive anywhere a human can? If yes it's L5. Those don't exist today though.
If you want that L5 car to drive into OTHER states (or countries) that do NOT allow them, that's obviously different LEGALLLY-- but that's the same as an L3 car- or an L4 car- both of which could cross state and country borders, and has nothing to do with "L5 needs government approval" and that limit doesn't make it not L5.
There's not even a government agency to approval it federally in the US for example-- NHTSA does not regulate such things at this time- leaving that regulation entirely to US states... which is WHY it's already legal in a number of them without anyone needing to "approve" it.
It's baffling this keeps coming up and keeps needing correcting-- often of and by the same folks.
Perhaps it keeps coming up because the CEO of Tesla keeps saying FSD will need "regulatory approval" before robotaxis can be rolled out.
Explain to me how I can ride hail a robotaxi from Nevada to California today without regulatory approval?
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