Smokey4141
Banned
What is PUP?
Physically Unable to Perform....
Good question...... And soon, foretelling of the future...
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What is PUP?
From the article, an ex-employee was quoted saying:
Yep, and I got one or two of those calls from Las Vegas Tesla sales people, telling me exactly that, about the $7500 Federal Tax Credit ending soon (I am so sick of hearing about it frankly) and I ought to get my Model 3 and why haven't you yet I mean you've had your reservation since, let's see--"March 31, 2016"--we both said in unison. I told him I simply don't care about the tax credit, and I am sitting this Model 3 craze out until the State of New Mexico gets a Tesla store and service center, even just one, so that we don't have a two-Tesla household with the closest service center 400 miles away, the risk for us just feels too high, considering how much service my S has required over the years. So the sales guy said "well there's no point in us holding on to your $1000 reservation anymore because it's not needed" and I said "okay well how fast can I get it back" and he gave me all these different options including a gift card (!? hell no) and I said I look I just want a check and he said oh well that is the slowest method, like up to 60 days' wait. So I said well hold on to the reservation a little longer as we still wanna buy the car but we're waiting, like I said, and also, we wanna see Tesla pump out 300,000 or 400,000 3's out of the factory before we get one, just to make sure Tesla's worked out a lot of the glitches, again given the number of issues, most admittedly minor, but all requiring service (including multiple drive units and replacement of the entire DC charging system). The sales guy, his talking points exhausted, surrendered, and we said bye and that was that. I still eagerly await getting a 3 but we're sitll in waiting mode. I wonder how many other people Out There are in a similar situation--absolutely positively getting a 3 eventually, especially if they're already an S owner, but taking their sweet old time (which is driving Tesla crazy).
[I will add that it blows my mind that a brand-new 100kWh Model S, with dual motor, 2nd gen seats, all the latest whistles and bells and a 300+ mile range, now costs LESS than my ancient, pre-parking-sensors-let-alone-Autopilot-etc Model S85 did in 2013. So it is extreeeeeeeeemely tempting to finally replace my Model S which hits 95000 miles tomorrow, with a spanking new "faster, cheaper, better" S... the heck with the 3! ]
In the past they have provided useful revenue without any strategic issues. So, I don't see a downside.Don’t know how I feel about these rumours of Tesla partnering up with other Auto companies to provide the drivetrain for vans and trucks.
As a human being, this is great news. As an investor, it seems a shame to forfeit such a huge market in exchange for only a couple of grand of profit per vehicle.
That acronym is for a different club. You are looking for the other TMC (troubled and manic club). This is the Tesla Motors Club.Physically Unable to Perform....
Good question...... And soon, foretelling of the future...
What is PUP?
Just remember, providing a drive train is essentially free money for Tesla (no risk of sales, etc., its just produce what you are paid to) and in no way prevents them from entering those markets. It could also give Tesla an opportunity to (essentially) beta test a different drive train without bearing all the risks themselves.Don’t know how I feel about these rumours of Tesla partnering up with other Auto companies to provide the drivetrain for vans and trucks.
As a human being, this is great news. As an investor, it seems a shame to forfeit such a huge market in exchange for only a couple of grand of profit per vehicle.
It would also improve their economies of scale wrt all of their drivetrain manufacturing.Just remember, providing a drive train is essentially free money for Tesla (no risk of sales, etc., its just produce what you are paid to) and in no way prevents them from entering those markets. It could also give Tesla an opportunity to (essentially) beta test a different drive train without bearing all the risks themselves.
For example, say you have an idea for how to approach the drive train of a truck. You think it's good, but to really prove it out you need production. Someone else is offering to pay you money to produce the drive train at a profit, and they bear the market risk. You learn from the production, take your lessons learned, and eventually produce a new drive train for your own trucks. In other words, someone else is paying you to do R&D.
Let's say it works out great for the this other auto manufacturer and they get some good EV trucks selling as a result. This is a win for the Tesla mission (accelerating EV adoption), but is it really that great for the auto manufacturer? What do they really have to show for it? That they outsourced the drive train, but they have no in-house knowledge built up. Unless Tesla sells them production rights at the end of the day they are beholden to Tesla.
The way I see it is the only way this can work out for the other manufacturer is if they use the deal with Tesla to get a jump on the market and develop their own technology in parallel. That could work, but it depends on them becoming competitive with Tesla before Tesla enters the market segment -- and quite frankly, if they were able to then they wouldn't need Tesla to help them.
So I see no way in which Tesla is forfeiting anything. In fact, they are getting paid for R&D. I'd be more worried about the other guy. Maybe they'll have a contract that protects them better than it looks, but since Tesla is bargaining from a position of strength I really doubt it.
As I wrote earlier - "Moreover, they need to upsell as much of the SR demand as possible - before the SR becomes available. So, if SR will be available by Q3, they had to lower the price now to entice those guys to buy MR in Q1 & Q2".
Let us say there are 2 people waiting for SR and 2 people willing to buy MR. In this case, I can either not cut price and sell the 2 cars I have to the 2 people willing to buy MR at the current price (but might need some follow up and persuasion etc). Or I can cut the price a little and sell the 2 cars to the two waiting for SR this month and 2 to the other 2 next month - who because of price cut may spring for higher options, anyway. Tesla will make more money by cutting the price and upselling to the SR waiters - than by not price cutting and just selling to the MR buyers.
Timing is crucial, if it comes after SR is released, it is not useful and will not upsell most people. That is why I think, once SR is released, MR prices are going up.
The more SR people they can upsell, the later they can introduce SR.
Why is it such a sin to think that demand is slowing from the ridiculous 25,000 units they sold in December. Obviously they can’t sell 25,000 every month in the USA at this price point. Obviously demand is slowing. Declining demand doesn’t mean that demand isn’t strong. So, it’s not bearish to say that demand has been slowing from its peak.
Don’t know how I feel about these rumours of Tesla partnering up with other Auto companies to provide the drivetrain for vans and trucks.
As a human being, this is great news. As an investor, it seems a shame to forfeit such a huge market in exchange for only a couple of grand of profit per vehicle.
Try here: Vessel details for: GLOVIS SYMPHONY (Vehicles Carrier) - IMO 9702429, MMSI 538005672, Call Sign V7FX2 Registered in Marshall Is | AIS Marine TrafficWhoops, looks like the Glovis Symphony made a wrong turn on its way to China and ended up in Uruguay!
GLOVIS SYMPHONY Current position (Vehicles Carrier, IMO 9702429) - VesselFinder
View attachment 375750
(I assume that this is an error Otherwise: Congratulations to South American Tesla fans!!! )
Am I the only one freaking out about the fact that Tesla has had to lower the price twice since the start of the year? I really thought, at least in Q1, that Tesla would be able to sell out 6000 to 7000 per week at $46,000 and up in the face of the large European and Chinese backlogs.
Because a gas or diesel vehicle isn’t prone to range loss in the same conditions. It just continues to putter at 75mph, into headwinds and gets 95mpg.
Yeah, I’m tired of the ridiculous attention this is getting as if ICE’s aren’t also affected. Nobody talks about it because hardly anybody even knows what their gas tank mileage is.
What is PUP?