Dear KarenRei...welcome back. Missed your contributions!
I swing by from time to time still
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Dear KarenRei...welcome back. Missed your contributions!
People complain that these rebate programs are just a handout to the rich, but in fact it effectively lowers the cost of EVs for everyone since it causes the price of used EVs to fall by a comparable amount - especially over the coming years as the used market is flooded with EVs.
Honestly, the whole concept of stopping selling consumer cars or hugely jacking up the price when robotaxis comes out makes no sense regardless. The cars cost the same to produce, and continue to earn solid margins. It makes much more sense to simply scale up production to track rates of robotaxi approval, which will vary greatly between markets. If you're worried about self-competition with your robotaxi programme, you either use legal or technical restrictions to prevent consumer cars from competing. Capital for scaleup will be no barrier if you have a legit robotaxi business; the bond markets will throw money at you. And Tesla can apparently build whole Gigafactories in China in just a year, so...
Just needs to prove that they didn't throw away margins to achieve this, and that SG&A is under control relative to revenue. Deliveries was half the picture for this quarter. Let's get that other half in!
(I don't expect another jump to the upper $300s from just a good deliveries report, even if they were to eke out a surprise profit. Should take another couple consecutive profitable quarters for that. But a good enough Q2 report could have us seeing Sparta again soon.)
Once there are clear signals that Level 5 / Robotaxi will be achieved, there will likely be a year or 2 delay before production can ramp up to provide enough cars to support both robotaxi and consumer car demand. In that time, robotaxi demand should be fed first.
I disagree, when FSD comes, Tesla cars will become production tools, not consumer goods anymore.Honestly, the whole concept of stopping selling consumer cars or hugely jacking up the price when robotaxis comes out makes no sense regardless. The cars cost the same to produce, and continue to earn solid margins. It makes much more sense to simply scale up production to track rates of robotaxi approval, which will vary greatly between markets. If you're worried about self-competition with your robotaxi programme, you either use legal or technical restrictions to prevent consumer cars from competing. Capital for scaleup will be no barrier if you have a legit robotaxi business; the bond markets will throw money at you. And Tesla can apparently build whole Gigafactories in China in just a year, so...
AP on all SR+ should raise ASP without increasing costs. Along with the $400 price increase, I'm hopeful margins will be decent.
Last night I checked and saw that the X no longer has black leather seats listed. I'm hoping that it's only temporary (for batching purposes?) as I would prefer back.FYI ~ all black interior. The interior has a couple of subdued changes which both my wife and I prefer. First the dash used to have a contrasting silver, wood and suede (sp) look. Now the silver look is mat black, still the same beautiful wood, and all smooth black leather. The falcon wing control in the back seat area is now a touch pad as opposed to a toggle switch.
I disagree, when FSD comes, Tesla cars will become production tools, not consumer goods anymore.
Hammers are most widely used by the construction industry, but that doesn't stop hardware stores from selling them to consumers.
Hardware stores do not sell FSD hammers
(or are theses only Level 2?)
How Dealer Service Departments Are the Worst: An Example
And dealer organizations tell legislators they should restrict Tesla stores 'to protect consumers.'
I didn’t believe the full interior refresh rumors initially. Then even respectable Tesla reporters started to spread it as news, even with a target release date of September.
Why refute those rumors only now? I know for sure, people have been holding off purchases to wait for the interior refresh, and they might be disappointed now, even changing their mind on the car all-together.
You don’t buy golden-egg-laying chicken just to eat the meat, also you wouldn’t be able to buy them at the same price as ordinary chicken.AmusingBut a passenger car is a passenger car, regardless of who owns it. It's not like regular consumers buy passenger cars but robotaxis are the size of a Panamax cargo ship
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Hammers are most widely used by the construction industry, but that doesn't stop hardware stores from selling them to consumers.
Last night I checked and saw that the X no longer has black leather seats listed. I'm hoping that it's only temporary (for batching purposes?) as I would prefer back.
I can kinda see some logic there. If Tesla does well it validates that EVs are a growing market.Gotta love wall st logic. NIO is up like 25% since Tesla released Q2 numbers![]()
Did a query this afternoon...black, white and cream seats all available. Lol at the site though...says estimated delivery for long range as June.
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Yes, there is no other possible outcome if Robotaxis get going in advance of everyone else. As a shareholder I really hope Tesla wouldn't keep selling cars at a 10% margin when they could instead pull in 200% margins by using them as Robotaxis.The problem is, once you have FSD/Tesla network one of two things happen:
1. Tesla keeps prices the same, scalpers and those wishing to run a small fleet of robotaxis rush in and buy up all the production, creating a multi-year waitlist. Consumers can only buy a car second hand, at grossly inflated prices.
2. Tesla increases the prices themselves.
If Tesla really does get this working fully, and nobody else has them, demand is going to spike like crazy. Assuming you can afford the upfront price, there’s no reason not to buy as many as possible. Each one is estimated to give a 200% ROI per year.
2 years? Demand couldn't possibly be met until other competitors are able to seriously enter the market. Hand Tesla a literal blank check, and it would still take them years to hit enough scale to come close to meeting the demand for electric robotaxis. Once there are clear signals that Level 5 / Robotaxi will be achieved, there will likely be a year or 2 delay before production can ramp up to provide enough cars to support both robotaxi and consumer car demand. In that time, robotaxi demand should be fed first.