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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
thesmokingman
Active Member
They will have to if they want to maintain parity with Hertz I think.
thesmokingman
Active Member
jkirkwood001
Active Member
Stupid SP keeps going up. And putting Ford and GM further and further into the rear-view mirror! So
- I grouped the non-Tesla US industry into one, same for EU and Japan.
- I added Microsoft and Saudi Aramco, so we have all the big ones TSLA will eventually pass (is there any doubt??).
- Next time I'll add some of the other up-and-coming Chinese manufacturers.
- Facebook is now clearly in the rear-view mirror too.
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Tes La Ferrari
Active Member
Could there be more strategy behind this Hertz deal? I considered Tesla buying them but not sure that makes sense in the context of robotaxis. Now, Hertz might see it as a way to get free publicity, bring in high earning/eco conscious renters, and maybe a hedge against robotaxi?
Dying to know how they will handle autopilot. Will it be offered or locked out?
Relevant article from 3 years ago.
Hertz looks toward fleets of autonomous vehicles
Hertz is looking to develop and run large scale autonomous vehicle (AV) fleets, which it sees as a critical step toward achieving on-demand mobility for its ... Read More »fleetworld.co.uk
I just want to go on the record and say that if Hertz decided to buy 100,000 X 10K FSD; or 100,000 X FSD monthly subscriptions, I would be ok with that.
Today's magic word is "VOLUME". I'd be more than happy with a closing price > $1,020.26 today
Could FSD on a rental become an option when you rent? Hertz either purchases with or subscribes and when you rent car you opt for it for an additional fee.
SageBrush
REJECT Fascism
Tangential ... or maybe not.
I have a Model Y reservation meant to cover our car trip needs. Those are not many or often, but the LEAF in the family is obviously not a substitute. The Hertz announcement made me realize that I just might have a choice in the near future whether to own a long distance EV or just rent one. I raised the possibility with my wife who adamantly opposed rental only, mostly because she is afraid I'll nix trips because of blips in the rental prices (yes, I can be a penny pincher.)
Personal issues aside, I think the transition to less personal car ownership and more rentals is gaining steam. And that is a rosy scenario for Tesla since they will be positioned to sell as many EVs as they can make, and at a price premium if the cost of maintenance and expected longevity pan out. Less global car sales and higher utilization per car is an awesome outlook since it meshes with the transition to EVs so well.
I have a Model Y reservation meant to cover our car trip needs. Those are not many or often, but the LEAF in the family is obviously not a substitute. The Hertz announcement made me realize that I just might have a choice in the near future whether to own a long distance EV or just rent one. I raised the possibility with my wife who adamantly opposed rental only, mostly because she is afraid I'll nix trips because of blips in the rental prices (yes, I can be a penny pincher.)
Personal issues aside, I think the transition to less personal car ownership and more rentals is gaining steam. And that is a rosy scenario for Tesla since they will be positioned to sell as many EVs as they can make, and at a price premium if the cost of maintenance and expected longevity pan out. Less global car sales and higher utilization per car is an awesome outlook since it meshes with the transition to EVs so well.
"A guy"... was it Elon? (That would be quite a few chess moves ahead!)
In Hinzight, cost of ownership was always quite low, but I bet the 1M mile battery is what sealed the deal. All rental car companies will need to do this to be relevant and survive. And the others have zero time to figure this out as their Model 3's or Y's won't be ready for another year or more.
Snowball happening faster bc of this. Yes... HODL even today! This will pay out in spades next year.
Hi @nativewolfNo, not really ever going to agree that we have a "right" to crow. Theoretically, free speech wise..sure. Even to tease a good friend or relative. Beyond that celebrate the transition to EVs vs personal gains as this transition, no matter how personally beneficial, will be painful even ruinous to many. Crowing is simply crass and harms the mission. Just my $0.02
I'm glad you've done well. Now go plant a tree.
I read what you write and think about it.
I used to strongly agree with you, and if you look at my posts you will see mostly tempering, even-ing and a sigh of relief as there is now a chance at retirement where before there was not.
Crowing may be (is) crass and I try to make it off brand for me, but data supports that it actually helps the mission.
Let’s safely replace crowing with taunting.
Elon is on mission… and he taunts. [don’t kid yourself. Everything he does is deliberate].
If you read the Porter paper on the competitive advantage of nations, rivalry and taunting were found across most nation/industries studied. [This paper is what started to change my mind. ]
If you think about SEC football. Steve Spurrier taunting was a part of making it competitive during the heyday.
Taunting engages attention and focuses extra effort on the part of society. Even those being taunted.
Yes, anyone born into a happenstance of bad management suffers. Someone crushed the EV1. The technology transition could have been smoother or more controlled. Greed took that option off the table.
When I listen to the expressions of the people here, there is celebration of the steadfastness that helped capitalize the transition.
When I read through the Porter lens, taunting may be the fastest and kindest path to recovery. Highest percentage recovered, etc.
Please take a look and share your thoughts.
The Competitive Advantage of Nations
“National prosperity is created, not inherited,” writes Michael E. Porter. “The Competitive Advantage of Nations” reports on Porter’s four-year, 10-nation study of the patterns of competitive success in leading trading countries. Porter concludes that companies achieve competitive advantage...
www.google.com
There is a section in there on (re) skilling the work force by creating a visible market for developed skills. Taunting helps make that market visible, which motivates training investment.
This is an old paper. Not just stuff made up to argue on the internet. The goal here is to help displaced people transition. That paper is the most researched, credible and closely aligned work that I know about to do that.
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Artful Dodger
"Neko no me"
... sometime in the
I wonder if Tesla will make it so Hertz can temporarily give you Tesla app access to the car. Then people could opt to rent FSD by the day. (Based on the subscription option the current price is ~$6.57/day.)
Will the cars comes with a key fob? If so, I would think Hertz would have to pay extra for them. ($175 each)
How will Supercharging be paid for? Does Hertz pay and then bill the customer? Does the customer have to put their credit card in the app? Pay via the screen?
2daMoon
Mostly Harmless
Is it just me, or does anyone else feel the Market's FOMO dripping like molasses from the sweat glands as buyers rush to pick up a limited number of available shares because the HODLers aren't letting go? 
Artful Dodger
"Neko no me"
Lol! Somebody is milking the shortzes hard this morning... uP, Dn, In, Out...
CH33RS!
"Out with the bad Heir; In with da Good!"
CH33RS!
Krugerrand
Meow
No. That’s only the first of several interest payments I am owed.
lafrisbee
Active Member
Ah? NO!
You are unfamiliar with the accepted understanding that Rental vehicles in Vacation areas are targeted by criminals. This was a very real issue in Florida 20 years ago. To the point that the State quit issuing licence plates specifically "numbered" for rental cars.
Epidemic of 'Smash-and-Grab' Robberies Terrorize Miami Tourists : Crime: The thieves often target foreigners traveling in rental cars. An attack on a British couple stunned the city and drew attention to the problem.
On the first day of their vacation, John and Rose Hayward flew in from Britain, rented a car at the airport and were promptly lured off the freeway into a crime-ridden northwest Miami neighborhood where they were shot, wounded and robbed.
www.latimes.com
engle
Member
Hertz is already sending emails featuring Tom Brady and Model 3's to their Gold Plus Rewards members. They also posted new 30 and 60 second ad spots featuring him and the Model 3!
Even my son (and 88 y/o mom) are now a "Teslanaires" as of today. I bought his first 100 shares in 2012 when he was 16:
I also received FSD beta over the weekend.
Even my son (and 88 y/o mom) are now a "Teslanaires" as of today.
I bought his first 100 shares in 2012 when he was 16:| 06/13/2012 | 500 | $972.38 | $6.02 | $486,190.00 | $3,008.95 | +16,058.13% | Long Term |
I also received FSD beta over the weekend.
Gigapress
Trying to be less wrong
Considering that the Master Plan says delaying FSD for "mercantile" reasons is "morally reprehensible" and considering that offering FSD to Hertz would make Tesla more $$$ anyway, I think they will do it.Could there be more strategy behind this Hertz deal? I considered Tesla buying them but not sure that makes sense in the context of robotaxis. Now, Hertz might see it as a way to get free publicity, bring in high earning/eco conscious renters, and maybe a hedge against robotaxi?
Dying to know how they will handle autopilot. Will it be offered or locked out?
Relevant article from 3 years ago.
Hertz looks toward fleets of autonomous vehicles
Hertz is looking to develop and run large scale autonomous vehicle (AV) fleets, which it sees as a critical step toward achieving on-demand mobility for its ... Read More »
Also, if this really does work out, Tesla needs to watch out for being seen as a big evil abusive monopoly to avoid political backlash that limits long term profits.
Yup. Named my Model 3 "Dawn" for just that reason.
Actually, it was a toss up between "Dawn" and “Aurora"— evocation of her in a bikini is what decided me.
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