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

[Runarbt]

Can someone clever please answer this:

Speculation of pack sizes (kWh)

Is there a more important topic right now? We need to understand 2 things:

1. How much more cost effective is stainless steel - will it be used elsewhere?
2. What is the cost reduction from the move to Maxwell etc.?
   1. And are all CT variants using the Maxwell batteries

2.) Must be answered first and we must be able to deduce a fair bit from 3 variants, 0-60 times, prices etc.

With our new found knowledge, we can then more accurately predict when SP will reach $4000.

Elon did say steel was 1/6th the cost of aluminium.

And cheaper to bend than to press..

4k sp. sooner than you would expect imho.

 

[reardencode]

I don’t know what you mean by serious truck buyer. Is it one likely to turn reservation into a sale? I know most pickup drivers do not tow bulldozers with them. Most put lumber or suit cases in the bed or perhaps tools.

Ford doesn't break out F-150 from F-250 and F-350, but based on the number of vehicles impacted by this recall: 2018-2019 F-Series Super Duty Recall For Trucks With LED Headlights a significant fraction are in the larger categories that Cybertruck doesn't touch. The recall impacts 86k vehicles in the US, produced over 17 months, and only the top trims of the Super Duty pickups have the impacted LED headlamps. Making a wild-ass guess, those trims might represent 10% of Super Duty sales (guessing low because fleet trucks aren't going to have 'em), which would suggest that 12-month sales of all Super Dutys at 600k, making it ~65% of all F-series.

Overall this makes my WAG of Cybertruck's addressable market 50% of the total full-sized pickup market, since it's a 1/2 Ton by towing, but a 3/4 Ton by payload.

 

[Curt Renz]

ARK - today: Tesla, CRISPR, Software vs. Payments, Netflix, & AI Chips

 

[RobStark]

Ford challenges Tesla to an apples-to-apples truck tug of war

 

[Chop110]

Despite heavy selling and capping, TSLA finished green. $uck it, shorties!!!

 

[humbaba]

Ford challenges Tesla to an apples-to-apples truck tug of war

I had to laugh where Ford asks Tesla to send them a cybertruck. Umm... no.

 

[printf42]

~12M volume today, definitely not a typical low volume holiday week.
What is happening?
Just macro?

 

[wipster]

Indeed, you might have detected a hidden reluctance to effectively market EVs by legacy automakers and their dealers. They may fear that their golden geese will share the fates of Thanksgiving turkeys.

https://ww.electrek.co/2019/11/25/d...gment-on-audi-e-tron-sales-patience-required/

https://ww.electrek.co/2019/11/25/i...arketing-chief-says-theres-no-demand-for-evs/

Kind of reminds me of the original EV-1 commercials all filmed in black and white with funeral music in the background and all of the Volt commercials which consisted of people making fun of it at a gas station because it didn't take gas!

 

[JusRelax]

~12M volume today, definitely not a typical low volume holiday week.
What is happening?
Just macro?

Something happened 200k times, but we're not allowed to talk about it.

 

[JusRelax]

Ford challenges Tesla to an apples-to-apples truck tug of war

Contrary to the glass breaking on the CT, this is something where I feel like Elon could potentially have been pulling one over on someone. With the F150 clearly being 2WD going against the DM AWD CT, I can't help but feel like Elon was just waiting for Ford to do something like this.

 

[Cherry Wine]

I'm proud of Electrek for taking Toyota to task at the LA Auto Show and publishing an excerpt of the interview afterward. Interesting read.

https://electrek.co/2019/11/25/inte...arketing-chief-says-theres-no-demand-for-evs/

I propose Toyota may want to name their first full EV the "Ostrich" -- if it ever comes out, that is.

 

[humbaba]

Here's why CT is the best place to drive:

https://pbs.twimg.com/media/EKFfnAmXsAMrJJu.jpg

 

[RobStark]

I had to laugh where Ford asks Tesla to send them a cybertruck. Umm... no.

I would tweet at Ford "See ya at the Texas State Fair. Be there or be Chicken!"

We can have almost a year of hype.

 

[EVMeister]

I'm proud of Electrek for taking Toyota to task at the LA Auto Show and publishing an excerpt of the interview afterward. Interesting read.

Interview: Toyota’s sales and marketing chief says there’s no demand for EVs - Electrek

I propose Toyota may want to name their first full EV the "Ostrich" -- if it ever comes out, that is.

I rated that "Funny" but I think "Tragic" would be more appropriate.

 

[canoemore]

I would tweet at Ford "See ya at the Texas State Fair. Be there or be Chicken!"

We can have almost a year of hype.

That is unadulterated brilliance.

 

[Thekiwi]

It appears Jim Cramer has turned into a Tesla Bull - but I’m not sure if serious.

 

[Fred42]

Here's why CT is the best place to drive:

https://pbs.twimg.com/media/EKFfnAmXsAMrJJu.jpg

The Rivian looks like it belongs on the lot at Ed's Used Cars.

 

[floydboy]

Contrary to the glass breaking on the CT, this is something where I feel like Elon could potentially have been pulling one over on someone. With the F150 clearly being 2WD going against the DM AWD CT, I can't help but feel like Elon was just waiting for Ford to do something like this.

How do we know if it was the AWD CT? A.. And whether a mismatch of this sort in the media would adversely affect SP push to $4000?

 

[RobStark]

California Sales September 2019 Year to Date.

Brand..................CA Sept YTD................................YTD % Share

1. Toyota........244,644 ...........,............................17.1
2. Honda........183,391.........................................12.8
3. Ford...........126,497..........................................8.9
4. Chevrolet...100,247..........................................7.0
5. Nissan........75,884...........................................5.3
6. Tesla.........58,627.......................................4.1
7. Subaru........57,930..........................................4.1
8. Merc Benz...56,881..........................................4.0
9. KIA..............51,463..........................................3.6
10. BMW...........51,152..........................................3.6
    
11. Hyundai......46,532..........................................3.3
12. Jeep............45,089..........................................3.2
    
13. Lexus..........44,916..........................................3.1
14. Volkswagen..35,747........................................2.5
15. Mazda..........31,959........................................2.2
16. Ram.............29,333.........................................2.1
17. Audi..............28,810........................................2.0
    
18. Dodge..........26,385........................................1.8
19. GMC............23,047.........................................1.6
20. Acura ...........15,442........................................1.1
21. Land Rover ..12,462........................................0.9
22. Infiniti............11,043........................................0.8
23. Porsche........10,671........................................0.7
24. Volvo.............9.906..........................................0.6
25. Cadillac.........8,265..........................................0.6
    
26. Chrysler........6,634..........................................0.5
27. Mitsubishi.....6,463..........................................0.5
    
28. Mini...............5,460.........................................0.4
    
29. Buick............5,234..........................................0.4
30. Lincoln...........4,557........................................0.3
    
31. Jaguar...........4,018.........................................0.3
32. Alfa Romeo....2,799........................................0.2
33. Genesis.........1,619..........................................0.1
    
34. FIAT................1,143..........................................0.1

Total.........................1,427,578 ..................................100


https://www.cncda.org/wp-content/uploads/Cal-Covering-3Q-19.pdf
Info Released today 11/25/2019

Changes? KIA passed BMW and Mini passed Buick.

 

[Foghat]

Yes, Ford! This is what it’s all about. Competition, product tech vs product tech, who’s is better. No fluff. No smoke and mirrors required. Just good old fashion head to head. Who needs Ford v. Ferrari when you got Ford v. Tesla in real life?

At the end of the day the consumer wins. Nothing better than that.