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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
larmor
Active Member
Elon listens to feedback on charger decision.
the Mobile connector used to be a necessity. People might remember the old day when EV owners went to camping sites in order to charge at a 14-50 outlet there.
I used to use it at home too
i think statistics showed that it is used less and less because superchargers are almost everywhere now. Nobody needs the mobile charger anymore on road trips and the mobile charger was never meant to be used at home anyway.
I used to use it at home too
i think statistics showed that it is used less and less because superchargers are almost everywhere now. Nobody needs the mobile charger anymore on road trips and the mobile charger was never meant to be used at home anyway.
The decision to leave mobile chargers out makes more sense for big companies like Hertz who have other charging solutions. I still think it should included with the ability to “opt out” for a discount. The end result is the same, but it seems classier.
Just put cars up 500 and give lead free, and discount if they don’t want it say 250. People love free stuff. Lol
We only use the wall charger at home. Plug and play easy, no brainer, ability to use dip switches to set max charge rate. Green color lights moving clearly indicate charging. I wonder how many people use wall outlets because they aren't informed about using the wall chargers.
Labor costs for our earlier 14/50 and the wall charger were about the same. (we tried a if they build it they will come approach for our Airbnb before we had an Ecar).
In 3 years of owning a 3, we only used the included cables/adapters at one hotel on two trips as there were minimal other options.
I see this as good resource management from a company I invest in!
LiveLong&Profit
Member
I think robotaxi adoption will vary widely based on mostly age.
So yes, most people above 50 will take a 'wait-and-see' approach.
My hunch is that the 20-50 group will be hard to predict - some will be early adopters, but most won't.
All the TMC anecdotes of Tesla-loving kids going back many years. leads me to believe that the now 10-20 year age group will simply *love* robotaxis. Over time that group just grows.
And maybe they can persuade their parents, uncles, aunts and even grandparents to try robotaxies.
I think this will be ok if they loosen up availability a lot and perhaps sell them directly at delivery sites or rent them as a subscription service.
Range anxiety has not suddenly disappeared IMO. Perhaps this decision results from some discussions at the White House last week.
The great thing about this is that you will no longer have to include a mobile charger with a trade in since they are no longer “standard”.
CarMax wanted to ding me (my trade-in quote for Tesla) $1000 if I didn’t include a mobile charger on an EV I was trading in on my 3.
LiveLong&Profit
Member
My WAG is 8.5M vehicles at $20K gross in 2027 => 170 B
(cont. production optimization and improvement, cont. extreme demand and pricing power, cont. ramp of current GFs plus one extra)
Assume 50 B for fixed costs and taxes - still 120 B left.
Given such extreme growth a 100 forward multiple seems fair.
So $12T or 12X in 5.5 years - not too shabby.
When I bought my S in 2015, there was an instruction graphic on tesla.com showing electricians how to install a NEMA 14-50 upside down so the plug would hang properly. It was made obvious that the wall connector was unnecessary if you had the NEMA. What changed?
The only way WS will give a 100 forward PE to TSLA at that point is if was still growing at 50% top line. According to your numbers that would mean 255 B for 2028. And forward looking as it is, WS would like to assume the same for 2029, or ~370 B.
Perhaps we can assume a lower PE in 2027, a premium to where AAPL is now.
I am hoping / planning for 3X but will be happy to receive 20X by 2030. This is not just about cars. TSLA continuing to explode in this fashion will require success and stunning growth in Energy, Optimus, and, dare I say, FSD.
They stopped including the 14-50 adapter with the MC in 2019.
Also, there used to be a 14-50 only corded MC.
FWIW, the 14-50 adapter is currently shown out of stock.
The truth will set you free. Glad Gali said it (since someone like myself would be shouted down)! Thanks, Gali!
Lone observation of last 6 pages:
The probability that a TMCer is angry about use of statistics is
Greater than >
than probability user is angry about the mobile charger.
The probability that a TMCer is angry about use of statistics is
Greater than >
than probability user is angry about the mobile charger.
So much hand wringing over a charge cord. I was in the minority, that was happy to see another boost to margins and think that probably about 50% of people buying Teslas will just put it in the trunk for emergencies and never use it. People around here were cheering every time they raise the price by $3k. The way I see it, this was a $400 price increase at the same time they were reducing wasted charge cables by those who really don't need them.
Nonetheless, I'm glad to see that Elon acted on feedback received. I think the $200 option at purchase is a good compromise.
Nonetheless, I'm glad to see that Elon acted on feedback received. I think the $200 option at purchase is a good compromise.
navguy12
Active Member
I also always travel with the mobile connector and routinely use it at remote destinations (family and friends all have 14-50 outlets in their garages).
I think this move is to extract some useful chips out of the mobile connector for powewalls or other products. Awfully a stupid way to increase margins by a few hundred bucks when you can just do a 500 dollar price hike. Even with the backlash, Elon still doesn't want to freely hand them out.
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