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

[Artful Dodger]

Tesla sells only 1,512 China-made vehicles in April, produces 10,757

Wholesale sales of Tesla's China-made vehicles fell by 64,302 units, or 97.7 percent, in April compared with 65,814 units in March.

cnevpost.com

BREAKING: Tesla sells only 1,512 China-made vehicles in April, produces 10,757​

That's actually a really good production rate for a single shift: 10 days (including 1-day to restart the factory on Apr 19, and 1-day off for crew rest during the remainder of April). That's an average production of 1,075 cars per day, and I bet these were all high-margin Model Y's too.

The delivery number was to be expected as well, with the biggest critical shortage in Shanghai being truck drivers, and with the gov't imposed restrictions on travel between different zones. It'll be made up before end-of-quarter. Also, if any ships are headed to Europe for Q2 (still TBD), then we'd expect most early production to be Euro-spec cars, and the 1,500-odd deliveries would be from pre-shutdown inventory (ie: bonus sales).

Pre-market says "It's all good":

Cheers!

 

[bkp_duke]

There's a difference between YOU, as an individual, doing it and Tesla, the company.

Why aren't Tesla employees taxing home with no one in the driver's seat and posting about it?

Why doesn't Tesla have demo vehicles, even if just 100, driving around without a driver?

Why isn't Tesla getting the same autonomous network permits as Cruise and Waymo?

Even if the geofencing problem limits them to major cities, that's still a huge chunk of the overall ride share market. And they're claiming first-mover right now.

Gordo! You remembered your password to the forums!?!

How are the oil-backers doing these days? Funds flowing hard and fast due to the price spike?

Deer bust in the background still giving you financial advice?

 

[ZachF]

….

 

[willow_hiller]

Looks like the BTC sale shareholder proposal is dead. Hopefully we'll get our proxy materials soon?

https://twitter.com/x/status/1523945240087912450

 

[saniflash]

yep, the bottom is close

 

[FirebirdAlpha]

No, it's not really a huge chunk of ride share market.

https://www.bizjournals.com/sanfrancisco/blog/techflash/2015/01/uber-valuation-revenue-sf-taxi-industry-kalanick.html

Uber had 500mm in revenue in just San Francisco in 2015. It's likely way beyond 1B now.

So yeah, big cities have huge ride share markers, and there's no driver they'd be sharing profits with.

Tesla's network still has outstanding questions that Cruise and Waymo are answering now, like who cleans the cars between rides? Or what happens in the event of a true emergency?

TeslaKilla? Not.

View attachment 802455

CPUC Issues Proposal To Authorize First Deployment of Driverless Autonomous Vehicle Passenger Service

www.cpuc.ca.gov

ARK is investing in GM because it's undeniable that Cruise has a functional level 4 autonomous vehicle on the road today.

Why hasn't Tesla applied for this permit?

Why doesn't Tesla have 100 demo, fully driverless cars?

Why isn't Tesla seeking approval to carry ordinary members of the public in its autonomous vehicles (and by doing so, assuming liability as a company)?

 

[Singuy]

https://www.bizjournals.com/sanfrancisco/blog/techflash/2015/01/uber-valuation-revenue-sf-taxi-industry-kalanick.html

Uber had 500mm in revenue in just San Francisco in 2015. It's likely way beyond 1B now.

So yeah, big cities have huge ride share markers, and there's no driver they'd be sharing profits with.

Tesla's network still has outstanding questions that Cruise and Waymo are answering now, like who cleans the cars between rides? Or what happens in the event of a true emergency?

CPUC Issues Proposal To Authorize First Deployment of Driverless Autonomous Vehicle Passenger Service

www.cpuc.ca.gov

You know the difference between uber vs cruise /waymo is?

1. Uber can go anywhere any time
2. There are hundreds of thousands of uber drivers

Real first mover will be the robo company that can do those two things first

The rest are college level tech demos

Oh yeah, uber is still losing billions in net income and they don't even need to provide the hardware.

 

[elasalle]

View attachment 802480

Strange things happen to the SP , when strangers show up on this thread ... (desperate times/ desperate measures ... busy day for higher up's to close their short positions )
I'm calling a bottom based on this indicator

 

[JRP3]

On UK roads they have been known to get stuck in potholes crossing the roads.

<----- Bigger tires needed.

 

[ZsoZso]

GM owns Cruise, and Cruise has made significant progress in autonomous vehicles.

... some more GM praise clipped ...

This is great news, my fellow investors!
The birds are back on the site -- which means the FUD machine has reached its desperation limits, therefore the bottom is near, TSLA recovery is just around the corner!
Mark my words this is a key indicator

 

[TheTalkingMule]

FUD is absolutely blasting out today. Great sign!

 

[mars_or_bust]

Looks like the BTC sale shareholder proposal is dead. Hopefully we'll get our proxy materials soon?

https://twitter.com/x/status/1523945240087912450

Karen can sometimes be such a Karen...

 

[2daMoon]

<----- Bigger tires needed.

They were delivering Banana Splits with these back in the 60's

 

[UncaNed]

This one is from Delorian Pontiac GM:

Other manufacturers have been posting these for a long, long time-

 

[cliff harris]

Tesla's network still has outstanding questions that Cruise and Waymo are answering now, like who cleans the cars between rides? Or what happens in the event of a true emergency?

Tesla have the worlds most technologically advanced driver assist system, installed and running on over a million cars collecting real world data, at a scale that no other car company on the planet can possibly catch up with... but sure, We should sell tesla stock because they haven't got around to hiring some people to clean windshields.

I think the chances of someone at tesla realizing they need to hire some car cleaners when the robotaxi network launches, is WAY higher than the chances that cruise or waymo realize they are in a technological dead end and cannot scale up.

 

[ZachF]

Tesla is sitting at about 35x next year’s likely earnings… Wal Mart is at ~30, and Amazon >50x.

 

[FirebirdAlpha]

Tesla have the worlds most technologically advanced driver assist system, installed and running on over a million cars collecting real world data, at a scale that no other car company on the planet can possibly catch up with...

So then why doesn't Tesla have functional level 4 AVs?

Why isn't Tesla running a demo fleet? So tourists and residents can "Oooooh" and "Aaaaah" and post about it on social media?

Why doesn't Tesla have any permits to run fully autonomous vehicles?

If data and scale are the main advantage (as you say), then why aren't they rapidly moving to challenge Waymo and Cruise in San Francisco or Phoenix?





Tesla just needs to take 100 cars, set them in full autonomous mode with zero driver, and let them go.

Doing so would prove the world that Tesla is the leader in the AV space, surging the stock price to new all time highs.

ARK sees what's right in front of them: a working, level 4 AV that's taking members of the public for rides. It's geofenced, but that fence is still a 1B annual market in San Francisco alone.

 

[elasalle]

So then why doesn't Tesla have functional level 4 AVs?

Why isn't Tesla running a demo fleet? So tourists and residents can "Oooooh" and "Aaaaah" and post about it on social media?

Why doesn't Tesla have any permits to run fully autonomous vehicles?

If data and scale are the main advantage (as you say), then why aren't they rapidly moving to challenge Waymo and Cruise in San Francisco or Phoenix?





Tesla just needs to take 100 cars, set them in full autonomous mode with zero driver, and let them go.

Doing so would prove the world that Tesla is the leader in the AV space, surging the stock price to new all time highs.

ARK sees what's right in front of them: a working, level 4 AV that's taking members of the public for rides. It's geofenced, but that fence is still a 1B annual market in San Francisco alone.

Because they don't want to pay the drivers, and they get the data for free and at scale.
By trying to get customers to pay for the drives with human drivers at the wheel - what is Waymo's goal other than data collection/beta testing ?

Tesla laser focus is at the main problem at hand - AI, DOJO etc. without perfecting these items it doesn't add any value for them to parade a few 100 customers and pay the drivers when Whole mars Catalog is covering all the SF routes for free Gali in Seattle and Rob Mauer in Wisconsin ... to name a few ...

 

[BornToFly]

So then why doesn't Tesla have functional level 4 AVs?

Why isn't Tesla running a demo fleet? So tourists and residents can "Oooooh" and "Aaaaah" and post about it on social media?

Why doesn't Tesla have any permits to run fully autonomous vehicles?

If data and scale are the main advantage (as you say), then why aren't they rapidly moving to challenge Waymo and Cruise in San Francisco or Phoenix?





Tesla just needs to take 100 cars, set them in full autonomous mode with zero driver, and let them go.

Doing so would prove the world that Tesla is the leader in the AV space, surging the stock price to new all time highs.

ARK sees what's right in front of them: a working, level 4 AV that's taking members of the public for rides. It's geofenced, but that fence is still a 1B annual market in San Francisco alone.

How much have you made on TSLA shares/options since you joined in 2018?
(Trying to figure out if your insights are worth anything....)

 

[FirebirdAlpha]

Because they don't want to pay the drivers, and they get the data for free and at scale.
By trying to get customers to pay for the drives with human drivers at the wheel - what is Waymo's goal other than data collection/beta testing ?

Did you misread my posts?

Cruise and Waymo have working, driverless cars on the roads of San Francisco today.

GM Cruise autonomous taxi pulled over by police in San Francisco without humans, 'bolts' off (U: Cruise responds)

Last week, a GM Cruise-converted Chevy Bolt without a driver was pulled over by San Francisco Police. In an unexpected...

electrek.co

https://twitter.com/x/status/1521554237037023232

No driver inside them. Anyone can see it.

It's a 1B+ annual ride share market in just San Francisco. If Tesla charged the same prices as Uber, that's another 500mm in profits per year.

There's no excuse for Tesla not to start showing their cars without a driver.




Cruise is getting ready to launch in San Francisco in early June when the CPUC board meets to discuss the permit they need.

CPUC Issues Proposal To Authorize First Deployment of Driverless Autonomous Vehicle Passenger Service

www.cpuc.ca.gov

This permit, likely granted at the June 2 CPUC meeting (see the announcement post), allows Cruise charge members of the public for autonomous taxi rides with zero driver in them.

It's limited to certain hours and geofences, but it will be a major moment for EVs and sustainable transport: the first 100% driverless taxi service in a major US city.

And they're expanding really fast.