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

[JBRR]

Best discussion on Cybertruck by truck guys! (They love it) : teslamotors

 

[BioSehnsucht]

I can't see the plaid drivetrain causing a 20% increase in Wh/mile over AWD. That would put the motors in the sub 80% efficiency range.

Edit: Also, plaid may have induction front motor for efficiency.

more mass (batteries as well as motors) and having one more always-on motor might get you there, but I think most of it will be the battery mass.

 

[ZeApelido]

XY design..

https://x.com/x

Incremental sheet forming - Wikipedia

Amazing hint Musk gave then with the Y on x.com.

Like an inside joke.

 

[SunCatcher]

black oxide option.

Elon Musk on Twitter

All those flat surfaces give the potential for ART. As in railroad boxcar graffiti art. Canvas! TRUCK TATTOOS ANYONE?

Now we're talking!

 

[jhm]

People are warming up to the Cybertruck. The market was pretty sour on Tesla Friday. But I am thinking that investors too will warn up to the Cybertruck and appreciate the opportunity it presents for Tesla. I'm expecting the stock price to start a gradual ascent on Monday.

 

[Foghat]

People are warming up to the Cybertruck. The market was pretty sour on Tesla Friday. But I am thinking that investors too will warn up to the Cybertruck and appreciate the opportunity it presents for Tesla. I'm expecting the stock price to start a gradual ascent on Monday.

It seems like the same scenario I’ve seen over and over again with Tesla and the legacy financial media. YouTubers are trending and getting millions of views and hundreds of thousands of likes for positive reviews of the Cybertruck right now while legacy media gets a fraction of that reaction from its audience and saying Cybertruck windows suck and the truck is niche.

It’s legacy media versus independent YouTube stars just like it has been for years with Tesla and the overwhelming interest and positive response is coming through the YouTube audience and we know the prior results on sales that has seemingly brought compared to legacy traction.

Once again, Cybertruck youtube influencer reaction is supporting the evidence that legacy has limited influence or audience among consumers.

With such lack of viability, it makes you wonder how they keep getting finance to run their operations or how marketing departments think they are getting real value out of ad buys... I think there can’t be much more runway for this legacy bubble to continue the masquerade as a sustainable business.

 

[MichaelP90DL]

All those flat surfaces give the potential for ART. As in railroad boxcar graffiti art. Canvas! TRUCK TATTOOS ANYONE?

Now we're talking!

View attachment 480650

Oh my god, that is so totally brilliant!

 

[Beltsbear]

I've never had a truck. Never wanted a truck.

View attachment 480628

That is 188,000 or so higher then my number.

 

[MP3Mike]

For those wondering the RN numbers for Cybertruck are not sequential. Or at least not across trim levels.

Reserved an AWD-FSD ~4 hours ago: RN112933xxx
Reserved a RWD-FSD ~4 minutes ago: RN112927xxx

So maybe the 5th digit is a trim level indicator? Or the numbers are just completely random.

 

[Artful Dodger]

Since it is Saturday night (here), I thought I would point to a new, potentially interesting advantage of the Cybertruck:

Lars Kr. Lundin on Twitter

Lol, the F-117 Nighthawk was low-radar observable in part because it was covered with RADAR Absorbent Materials (RAM).

Cybertruck is constructed of RADAR Reflective Materials (AF).

Its gonna lite up the po-po like a Christmas tree...

Cheers!

 

[DragonWatch]

My dentist placed a $1K reservation for a Model 3, way back when ~ still cannot make up the mind ~ even with a test drive in our X.

A lot has happened, if you are focused on Cyber things around you.

Ford Just showed its new EV. It is good that someone has finally whipped the grease off their hands. Someone that cannot think outside the box might just jump at the Ford option(s). I say good.

Recent article said BMW resales were down thanks to the Model 3. Good

The Model Y is about to hit the streets

I record all TV shows just so I can speed past the commercials ~ it is really funny to get chewed out by the GrandPups (grand kids) because they want to see/hear them. While in Hawai’i the last two weeks I was forced to actually watch/listen to the stupidity/commercials. Bottom line ~ almost every fossil fuel commercial touted a $3K to $5K price reduction! Back in the seventies the automakers were jacking the price up $350 to $450 a year and the $3K car market disappeared. If Fossil Fuel dust bunnies are reducing their prices by large numbers, and EV sales across the board are slowing down a bit ~ there is something else slowing the entire auto market down.

Remember the Model X unavailing was slow to catch on too.

Now that I have two Tesla Powerwall’s; everyone will try to one up me If you live in the California fire district, you might just want a Tesla Roof and half dozen Powerwall’s for them rolling brownouts.

Trust me, I am not the guy to listed to, but I think there is movement a foot in the green direction.

 

[MXWing]

Took me a few hours but same.

 

[hoang51]

People are warming up to the Cybertruck. The market was pretty sour on Tesla Friday. But I am thinking that investors too will warn up to the Cybertruck and appreciate the opportunity it presents for Tesla. I'm expecting the stock price to start a gradual ascent on Monday.

I also think TSLA will recover some loss from Friday after the reservation numbers were released by Elon. Friday was brutal. I'll probably re-buy some shares this Monday.

 

[Buckminster]

Posts are 95+% Cybertruck on this thread. Good luck with that on Monday morning mods!

 

[sparcs]

All those flat surfaces give the potential for ART. As in railroad boxcar graffiti art. Canvas! TRUCK TATTOOS ANYONE?

Now we're talking!

Pickup trucks are all about customization. It's a flat blank slate to put your unique signature on with a wrap. Especially compared to the ugly legacy pickups. Military themes, colors, just endless design possibilities and the cybertruck will show that wrap off well.

Even businesses will want it for rolling advertisement of your business with that easy wrap. It's a statement piece to get people to look at who owns it...

 

[Buckminster]

neroden on Disqus:

Going Back To The Future: What It’s Like Riding In Tesla’s New Cybertruck

neroden Clara Smith a day ago
It is actually quite non functional for most commercial,pickup truck applications. Bed is too short, it is hard to put toppers on, it is expensive to put your logo and website and phjone number on.


1 View in discussion

neroden Tom Capon a day ago
Tom,that does not surprise me. This vehicle is bad for every single pickup truck market segment. It is a fun minivan though.


View in discussion

neroden PragmaticCitizen a day ago
The supply chain people are competent. The customer relations people are not competent. Neither is the software team. Tesla have very nasty weak points which will bite them in the ass before 2021.


View in discussion

neroden HighZenHour a day ago
That is not a good reservation count for such a low deposit cost.


Don't do it neroden, stay in the light:

 

[AudubonB]

Posts are 95+% Cybertruck on this thread. Good luck with that on Monday morning mods!

tick Tick TICK

 

[kengchang]

neroden on Disqus:

6.5ft bed too short? What's the percentage of pick up truck having 8ft bed?

 

[LN1_Casey]

I also think TSLA will recover some loss from Friday after the reservation numbers were released by Elon. Friday was brutal. I'll probably re-buy some shares this Monday.

I think the SP will steadily increase until Wednesday, then drop down again on Friday as the MM try to push again for the max pain.

The market is closed for Thanksgiving, I'm assuming?

 

[MP3Mike]

I think the SP will steadily increase until Wednesday, then drop down again on Friday as the MM try to push again for the max pain.

The market is closed for Thanksgiving, I'm assuming?

Yes closed on Thursday, and closes 3 hours early, at 1 PM, on Friday.