It will be interesting to watch how the credit evolves. Latest news indicates there may be a push to include an income cap:
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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It will be interesting to watch how the credit evolves. Latest news indicates there may be a push to include an income cap:
insaneoctane
Well-Known Member
Any problems getting a Tesla serviced in the Chicago area these days?
StealthP3D
Well-Known Member
Skeptics of the growth of EV manufacturing and sales have not been in short supply over the last several years. All of them have been wrong. I don't see any reason the future will be very different. Investors don't make superior returns by going with the status quo.
That's a ridiculous comparison. The F-150 Lightning, Cybertruck and the rest of the announced electric pickups only compete with the light-duty truck market, none of which can tow or haul anything approaching the loads you mentioned. It's a completely different use case scenario and small portion of the overall truck market. No one said there would be zero ICE truck sales by 2030. Ford's goals are pure fantasy, they are not mandatory and Ford doesn't intend to stick to them. They are simply lies to placate the regulators and get what they want (which is more ICE sales for as long as they can drag them out). Don't be fooled by Ford's rhetoric.
Yes, both Tesla and Ford will sell every electric truck they make. The differentiator is Tesla will try to make as many as possible while Ford will only make a trickle of electric trucks. They will make no attempt to expand battery production to solve this because they will only make large margins on ICE trucks and every electric truck sale removes one ICE truck sale. They will blame low production on battery availability, cost or even demand for electric trucks but they will do nothing to remove the barriers protecting their ICE sales.
Ford doesn't break down their F-series sales by light-duty (F-150) and the remaining heavier duty trucks but the best guess of industry analysts is that the F-150 makes up over 75% of their truck sales. Also, a significant portion of the medium and heavy-duty market is consumed by buyers who don't even need a heavy-duty truck, they buy them for various silly reasons like one-upping their brother-in-law, impressing their neighbor or girlfriend because they have a small package down below. The latter is more common than many assume.
At the risk of going off topic, I would like to expand upon my situation and say that, even though I am a Tesla fanboy through and through and would never buy any car other than a Tesla, I am miffed by the fact that there is no way for me to find out why we have to wait 8 or 9 months to get the car. This will be the third S that I have bought since 2013. I ordered this SLR for my wife who has recently fallen ill. There have been problems with each of the two Ss to date that I have not made a big deal of because, all things considered, it is still the best car I've ever owned. In any case, I wonder what the issue is. Is it because I ordered 19" wheels and they don't have them; is it because they have thousands of orders for much higher margin Plaids and they don't want to build a car that, since my order, has gone up in price by $10,000. It could be anything, but I don't think it is unreasonable for me to know the answer, as a dedicated owner and stakeholder.There is a discussion ongoing here:
Tesla updates owners regarding Model S delivery timeframes
Tesla has updated several owners about the potential delivery timeframes of the Model S sedan. Some owners received updates regarding the delivery dates, and others received a memo from Tesla clarifying disappearing delivery timeframes. In January, Tesla announced the “Refreshed” Model S, and...www.teslarati.com
StealthP3D
Well-Known Member
The truth is most truck owners use their trucks very occasionally for tasks that a car cannot perform. Many are not willing to give that up or buy a daily driver so they end up driving their truck everywhere with all the fuel wastage and emissions that entails.
StealthP3D
Well-Known Member
The real interesting data point here is that you use Bing. /s
Funny story: Sometime after the Bing search engine was released in the market, we had a couple over for drinks. The husband worked at Microsoft and the wife had quit working there to raise her kids (leaving about $5 million in future stock options on the table). In the course of discussion a question came up. The wife said, "Just Bing it". Neither my wife or I had heard of "Bing" so we were a little confused. I think it was I who said "what?" and she repeated "just Bing it" as if we were totally clueless. Neither of us had any clue what she was talking about. When it was finally made clear I said "Oh, you mean just Google it" and she said, "No, Bing it".
These were otherwise intelligent people but they couldn't see outside their work and group of work friends and it just so happened to fall into that 10-12 year period that I didn't own any MSFT so I was not up on what the company was doing (like most people in the world who didn't work at Microsoft).
This is only tangentially related to TSLA investing. The moral of the story is it's important to not be too close to your subject matter, lest you lose sight of what others are seeing.
To answer your question, when I "Bing" "model s plaid" there is no mention of fires on the first page of results. So I don't know why Bing associates you with an unhealthy obsession with Tesla fires. /s
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According to supercharge.info, there are 15 supercharger sites permitted or existing in Austin Texas, almost than double the number in Houston 
It makes me think Tesla has something brewing in Austin. Welp, you heard it here first
It makes me think Tesla has something brewing in Austin. Welp, you heard it here first
No clear opinion on the full transition to 4860, but now we'll have something to revisit in about 2 years so see how things are going...
We saw at battery day that when 4860's start going into vehicles we'll see a jump in profits quickly afterwards so I'm excited for this to happen sooner rather than later!
We saw at battery day that when 4860's start going into vehicles we'll see a jump in profits quickly afterwards so I'm excited for this to happen sooner rather than later!
2daMoon
Mostly Harmless
This reminds me of how the other name locals have for Houston is the "Petro Metro" and that might go some distance toward explaining the dearth of Superchargers there. Just sayin'According to supercharge.info, there are 15 supercharger sites permitted or existing in Austin Texas, almost than double the number in Houston
It makes me think Tesla has something brewing in Austin. Welp, you heard it here first
Alphacrux
Member
Preparation for opening up the network to non-Tesla owners? Lots of EVs in Austin, not all of them Tesla’s.According to supercharge.info, there are 15 supercharger sites permitted or existing in Austin Texas, almost than double the number in Houston
It makes me think Tesla has something brewing in Austin. Welp, you heard it here first
Krugerrand
Meow
Here’s what I would broadly say; instead of being a ‘this is a problem’ person be a ‘let me find a solution’ person.Let’s connect a few dots on pickup truck sentiment, agricultural land use, and EV policy.
Consider that Iowa farmers produced 2.58 billion bushels of corn in 2019 of which 99% is "field corn" (as opposed to sweet corn which is the corn people eat on the cob or as canned corn). Between 4% and 8% of Iowans‘ income derives directly from agriculture.
57% of Iowa field corn is used for ethanol production.
33% is used directly as animal feed.
A small portion is used for corn cereal, corn starch, corn oil and corn syrup for human consumption.
97% of Iowa’s 86,900 farms are family owned. I expect nearly all of the farms use one or more pickups and many other folks are going to be influenced by those owners.
The folks directly and indirectly deriving income from corn in the Corn Belt will probably be less able to afford any new pickup without a robust market for corn.
Many of these farmers are likely already hostile to EV’s. They probably and realistically consider EV’s a threat to their income. The trend towards artificial meat is also a threat. Bans or limits on corn syrup sweetened fizzy drinks are like salt on a wound.
So, it isn’t just the legacy auto and fossil fuel industries that are challenged by EV’s. Corn farmers undoubtedly see a threat.
As we forecast the course of the disruption and as we watch the politics around EV’s or see EV’s and climate change entangled in the culture wars, it is well to remember that people’s livelihoods are at stake and that they have political sway.
My own feeling is that the transition will be sharp and that pickup preferences will shift more rapidly than some here suggest. However, I also think that implementing policies and offering taxpayer support to help the corn farmers switch to crops and practices that maximize their soil’s ability to sequester carbon is a win all around. (And there’s a good place to put your shoulder to the wheel for those so inclined)
Corn Facts
Learn about Iowa farms, the difference between sweet corn and field corn, what corn is used for, and many other fun corn facts!www.iowacorn.org
edit- For those interested:
Sustainability | E2
and
Can food systems really get to ‘net zero?’
'Net zero by 2050' has become the rallying cry for many agrifood businesses. Here are some of the ways they can make those aspirations into reality.agfundernews.com
That is why people feel threatened, angry, defensive, bitter - because all they see, all they focus on is ‘omg, problem!’ If you once embrace coming at things from the other direction then you cease to feel negative about the need to change.
Has anyone seen any MSM review of the claims in Tesla’s impact report? I’m willing to give it a little while but my resentment against these folks is boiling over especially as the mugging for climate virtue is otherwise endless when it doesn’t involve actual private business solving the problem.
Cheers, stellar cast and I've never heard of this film, so added to my watchlist
Ben Miller was in a super sitcom called "The Worst Week of My Life", highly recommended
Ben Miller was in a super sitcom called "The Worst Week of My Life", highly recommended
This would be rather interesting, as I think it would actually benefit Tesla more for a similar reason I mentioned above: people on lower incomes are likely to be ordering cheaper entry level EVs (Model 3 / Y SR models) where Tesla is still profitable vs other manufactures who struggle to turn a profit with their entry level offerings.
Tesla supposedly filing for five model Y variants.
Two short range lfp variants, two long range awd variants, and one performance variant.
*provided by kelvinyang on Twitter.
Checking Tesla china's website I only see three models currently:
Any ideas on what's going on here?
On a side note they also advertise enhanced Autopilot (EAP) which I thought wasn't being offered anymore, but makes sense they're still offering it in China due to the low takerate on FSD.
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