I thought that the complaint specifically was that the 2-year free SC was not for all cars.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I thought that the complaint specifically was that the 2-year free SC was not for all cars.
Tesla has a huge incentive to deploy self-driving tech. But is the world ready?
So there is about $1.18B in deferred revenue from full autopilot sales. Does anyone know about how much will be recognized now because of V10 enhanced summon being released? What is missing for full self driving? enhanced summon, traffic lights/city driving?
So there is about $1.18B in deferred revenue from full autopilot sales. Does anyone know about how much will be recognized now because of V10 enhanced summon being released? What is missing for full self driving? enhanced summon, traffic lights/city driving?
EVNow
Well-Known Member
That number is not correct. That's the total deferred, we don't know how much is FSD.
EVNow
Well-Known Member
It's basically for any car that the sales guy is trying to offer instead of the ordered car.
But people are complaining that it's not happening everywhere. Which is a solid indicator that mismatch problems are varied geographically.
JRP3
Hyperactive Member
If you really want to trigger a recession...
dc_h
Active Member
The Saudis can’t even invade Yemen, they can’t invade Iran. John Bolton May have wanted invade Iran, but I don’t think Trump is too keen on it. I don’t know if it’s an exaggeration, but the plant is huge and first analysis is that it will be shut down for 2 years.
humbaba
sleeping until $7000
I think the alleged exaggeration relates to blaming the Iranians for the actions of a Yemeni affiliated group, not to the extent of the damage.
People (humans) always want simple and the world always delivers complexity. When I was deployed in Saudi I was once asked point blank by a Saudi (warrant officer equivalent) when we were leaving his country. At least some Saudi regarded us as an invader, and yet we've had a friendly presence there for a long time.
While the drone attack may have ripple effects to include impacting the stock price or EV adoption or something else relevant to Tesla, the situation and its politics really belongs in a different thread. Well, my two cents anyway.
What is interesting this time around is that there is an alternative :- BEVs.
While higher oil prices will bite and tend to slow the economy, they will also act to encourage customers to buy BEVs, for car makers to invest in more BEV production and for battery makers to invest in more cell production...
Companies do need the money to invest, but interest rates are low, and perhaps there is plenty of capital around.
Also RSA is going to invest their considerable resources in getting the plant up and running ASAP and perhaps other contingencies.
Others may be able to increase production....
10-15 years ago this type of thing could have easily triggered an oil price spike and a recession...now it is more complex...
JRP3
Hyperactive Member
Not nearly enough. And those who can least afford $5 gas can least afford BEVs.
EVNow
Well-Known Member
Right.
Going back to my original point - price changes and incentives do exactly what they appear to do. Shift/increase/decrease demand to meet supply. Like any sane business, Tesla wants to maximize sales without hurting the company vision/image.
EVNow
Well-Known Member
The point is - how this can destabilize the region i.e. its not just about oil price next week.
I'd expect some market drop on Monday - not sure how much or what happens to Tesla. Oil going up should be positive for Tesla - but I think it will follow Nasdaq down.
While that is true, no one can do anything about it short-term, and the long term solution is to move to BEVs.
Relative to other investments, I guess oil companies and EV makers will do better..
If governments want to avoid a recession, there are perhaps policy levers they can use....
Artful Dodger
"Neko no me"
Yup, it was called the "RAP round" (rocket assisted projectile), and that name was a true misnomer. The extra range didn't come from thrust, it came from reducing drag. Back in the '80s we tested these with 40 km rge vs 18 km for the regular 155 mm HE round. So thats over a 100% improvement in range.
Tesla has a huge incentive to deploy self-driving tech. But is the world ready?
Russ Mitchell has outdone himself on this Tesla hit piece. He creatively misleads the reader to assume that Elon Musk needs the profit recognition badly from FSD and so he's rushing the technology to market rather than the safe and sane approach that everyone else is taking. Readers come away with the opinion that at any time, Musk might "flip the switch" and we have self-driving cars running everywhere, potentially running over children and causing mayhem. There's no mention of an approximately year-long process of sorting out the corner cases and until then drivers have to do what they're doing right now: keep their hands on wheel and stay engaged.
Russ Mitchell has outdone himself on this Tesla hit piece. He creatively misleads the reader to assume that Elon Musk needs the profit recognition badly from FSD and so he's rushing the technology to market rather than the safe and sane approach that everyone else is taking. Readers come away with the opinion that at any time, Musk might "flip the switch" and we have self-driving cars running everywhere, potentially running over children and causing mayhem. There's no mention of an approximately year-long process of sorting out the corner cases and until then drivers have to do what they're doing right now: keep their hands on wheel and stay engaged.
Well there are worse times to have a recession with next years election in mind..
Or maybe he got fired for not supporting the drone strike plan?
Most of the recognition for enhanced summon would be EAP, not FSD. It was only like 6 months ago, I think, when that was moved over to FSD(for new orders)
I think it’s less “can’t afford BEV’s” at this point, and more “can’t afford new cars”. I doubt there are many who could afford a new car, but can’t make the payments on a Model 3, given gas savings. The bigger thing is that there’s a whole lot of people who can only afford used cars and the Model 3 and even the Bolt aren’t old enough to have sufficient used supply. In 5-10 years it won’t be such a problem, but, for now, there’s nothing anyone can do to speed up that process.
EDIT: I guess one other aspect of this is that such people largely live in apartments, which may not provide enough or any charging.
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