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

[humbaba]

Chill dude - it was a damn joke. Why you freaking out? And who are my bosses?

eh. What makes you think @SpaceCash isn't laughing? Why would you think he's freaking out? Why are you suggesting this? Bosses?

Don't worry, I'm laughing too

 

[acoste]

TLDR version: "No, we published a time from our slow car, without telling anyone at the time that it was our slow car, because that's a totally normal thing to do! What, did we race our fast car, and what time did we get? Um.... no further questions."

And of course, the car they raced was neither Turbo nor Turbo S; it was a stripped pre-production prototype:


Stock my arse.

Oh, and remember that dispute earlier over whether Turbo S could be gotten with summer tires on the Mission E wheels at all (let alone the specific ones they raced on)? There wasn't any disagreement at all that the Turbo can't.

I suggest you look up the photos from Frankfurt. All summer tires....

and


If Taycan was not close to a production car, why would Porsche CEO say this:


It's great to see healthy competition. However, Zellmer also referenced the modified Model S as of late, saying:

"That's obviously going to limit their relevance of what they've been doing."

 

[RobStark]

Honestly, I'm so happy when I see an electric vehicle advertisement on mainstream TV networks. Every dollar Porsche spends on producing and airing these things will lead to more EV converts, and more EV converts means more Teslas sold. It's better advertising than Tesla could pay for themselves.

So does advertising lead to more Tesla sales or not? 14 people gave this post a like but it seems the overwhelming majority on TMC assert paid TV/Radio/Print/Web ads don't work or wouldn't result in more Tesla sales because all lines of Tesla vehicles are production constrained and ads wouldn't generate higher ASP because youtubers and Elon's twitter feed has educated the entire world on Tesla features.

 

[KarenRei]

If Taycan was not close to a production car, why would Porsche CEO say this:

It's great to see healthy competition. However, Zellmer also referenced the modified Model S as of late, saying:

"That's obviously going to limit their relevance of what they've been doing."

*Facepalm*

Gee, I can't think of any reason would excuse away inconvenient facts about their own vehicle and try to cast aspersions on a competing vehicle. No sireee... clearly no possible reason there...

Look at the pictures of the Taycan. It's visibly, heavily modified. And the "record" was set weeks before production started, with a vehicle produced some unknown time before that (a Taycan was first spotted there in May, half a year before production start, so if it is the same car, it was over half a year pre-production)

 

[Carl Raymond]

A few thoughts on Osborne.

Musk has already suggested that he doesn't much care what happens to Model S and Model X. The future of Tesla lies with 3 and Y and eventually pickup and semi. Obviously more S and X sales are better than fewer, but the survival of Tesla is not at stake. Perhaps Elon feels free to experiment/play with these models - for giggles.

The basic look and shape of a Model S is not changing. The halo effect of plaid means that anybody ordering a raven now buys some of that halo. It's obvious that plaid costs significantly more and involves a year of wait. Will more people order now, 'raven with some free halo' for $x, or will more people people defer a year to buy 'plaid with real halo' for $x plus 40%? I think more will buy now. A tiny percentage of buyers would even know what to do with torque vectoring.

Then there's the halo effect on the wider Tesla brand and Musk's other ventures - other models, solar, storage, boring, space, neuralink. Plus the free advertising of the whole ring circus - hundreds of headlines and ongoing.

All up, an immaculately timed track visit. Well played.

 

[acoste]

*Facepalm*

Gee, I can't think of any reason would excuse away inconvenient facts about their own vehicle and try to cast aspersions on a competing vehicle. No sireee... clearly no possible reason there...

Look at the pictures of the Taycan. It's visibly, heavily modified. And the "record" was set weeks before production started, with a vehicle produced some unknown time before that (a Taycan was first spotted there in May)

It obviously can't be a production car. But why would they fake it? Cars are coming out soon.

 

[Artful Dodger]

"Der Gabelschwanzteufel? Nein, der pfeifende Tod!"

 

[KarenRei]

So does advertising lead to more Tesla sales or not? 14 people gave this post a like but it seems the overwhelming majority on TMC assert paid TV/Radio/Print/Web ads don't work or wouldn't result in more Tesla sales because all lines of Tesla vehicles are production constrained and ads wouldn't generate higher ASP because youtubers and Elon's twitter feed has educated the entire world on Tesla features.

I doubt there's anyone here who has an issue with EV advertising itself.

There are, however, many people here who have an issue with Tesla spending their money on advertising rather than improving products and production processes.

 

[green48]

23.5% of all cars sold in San Francisco in the first half of 2019 were EVs. If SF can go from 0% to 23% in ~10 years, it's scary to think about how large the EV market can become in the next 10 years. Of course Tesla led this surge, they sell more than 5x the next best EV (hybrid) in California

The Spring on Instagram: “23.5% of all new cars sold in the San Francisco Bay Area are EVs now ⠀⠀⠀⠀⠀⠀⠀⠀⠀ This is up from just 18.5% in the first half of 2018…”

 

[KarenRei]

It obviously can't be a production car. But why would they fake it? Cars are coming out soon.

Nothing was "faked". There was a pre-production Taycan there. It was nowhere close to stock, but obviously they're going to present it as being as close to stock as they think they can get away with (everyone does this, while trying to stick an asterisk after their competitors' vehicles). It actually achieved its time. Its time was not a track record, but they made up a new, unofficial category to present it as one.

It's hype. Just like accelerating and braking on an aircraft carrier - just designed to gin up interest.

 

[SoGA Fan Club]

Typical Fox News Tesla hatred right here.

But, But, But!!!

I can't wait to see what "but" they'll come up with next now that Tesla has kicked Porsche's ass on the "73 curves".

EDIT: Also note for Tesla's performance numbers, they say, "Tesla CLAIMS...". For the Porsche performance numbers, it's "Porsche's FIGURES...". Translation - Tesla is lying their ass off. (and we won't mention that Motor Trend actually verified that in reality, it was Tesla that sandbags because Motor Trend did 0-60 in the Model S P100D in 2.275 seconds)

 

[ZeApelido]

Will they really be releasing Plaid Model S right when Model Y is going into production?

Also, when and where is the Semi going to start production?

 

[JRP3]

So does advertising lead to more Tesla sales or not?

Not, since Tesla is production and delivery limited, as you well know.

14 people gave this post a like but it seems the overwhelming majority on TMC assert paid TV/Radio/Print/Web ads don't work or wouldn't result in more Tesla sales because all lines of Tesla vehicles are production constrained and ads wouldn't generate higher ASP because youtubers and Elon's twitter feed has educated the entire world on Tesla features.

Correct, but no one is going to complain about more free advertising.

 

[RobStark]

I think we need to think about the relationship between osbourning and having a lot of disposable income. A multi-millionaire are not the type who likes to "wait to get the best bang for the buck". Whatever they want they want it now, and if something better comes out tomorrow they will trade it in and buy that tomorrow.

I think the true mentality of waiting is for those who barely can afford the item and wants to make sure the item is the best version possible. But this is for money conscious people...which is pretty much the opposite of people who wants the top trim of x, y, z. The high diminishing in return is real at the very top tier so you can't be money conscious and is okay with purchasing something that has the highest diminishing in return. It's an oxymoron itself.

There is a difference between young celebrities who became rich overnight vs someone who earned their money over decades or a lifetime.

Rich businessmen who took 20 plus years to become very rich don't piss away their money lightly.

17 year old actors/rappers/professional athletes piss away money on cars every year.

Some are in between those extremes.

 

[EinSV]

Not, since Tesla is production and delivery limited, as you well know.

Correct, but no one is going to complain about more free advertising.

All the focus on Model S plaid at Nurburgring shows how much free publicity Tesla can get just by having Tesla R&D works its magic.

Plus the cars/batteries/solar get better and cheaper, and Tesla puts more and more distance between it and competitors.

"Pace of innovation is all that matters in the long run."

$ for R&D>>$ for advertising

 

[Singuy]

There is a difference between young celebrities who became rich overnight vs someone who earned their money over decades or a lifetime.

Rich businessmen who took 20 plus years to become very rich don't piss away their money lightly.

17 year old actors/rappers/professional athletes piss away money on cars every year.

Some are in between those extremes.

The thought of spending 10-20k extra just to go 0.5-6 second faster while everything else remains the same is the definition of pissing money away lightly.

 

[CaliBear1]

Probably VERY susceptible to “road debris” damage....

 

[RobStark]

Side note: No idea how they feel about it, but it seems to me Nürburgring has suddenly become WAY more famous than it was a few weeks ago

Not really.

It just added some tech and green car nerds to its fame.

 

[Carl Raymond]

Will they really be releasing Plaid Model S right when Model Y is going into production?

Also, when and where is the Semi going to start production?

Model Y will be first half 2020, strongly suspect. It’s been sandbagged every opportunity.

 

[MarcusMaximus]

Not really.

It just added some tech and green car nerds to its fame.

Which would make it.... more famous.