I really don't think this is an echo chamber. Negative views of Tesla portrayed by the media are shared here often and then debunked with facts.
Call me a fanboi if you will, but that doesn't change the fact that Tesla is killing it:
- unlimited demand at current production levels;
- best margins and profitability in the industry;
- most efficient spending, including on "extra's" such as AI, FSD, Energy etc;
- no debt;
- nice cash reserves.
I wouldn't want my money anywhere else.
To adress your list of perceived weakness:
- Very difficult to get a customer service response here in the UK.
Service has room for improvement, but I see no evidence Tesla is not taking the criticisms seriously. They are trying to ramp service and building out the mobile service fleet, which is the most comfortable solution for most customers. TL;DR: improving each quarter and I see no impossible hurdles to overcome the coming quarters/years. You do raise a good point with this, but this has been discussed and Tesla is not ignoring the issue. So little can be said at this point IMO. Service could be a long term killer for the company, IF Tesla were to ignore it. But I don't see evidence they are ignoring it.
- Surprisingly limited range of colors for each vehicle, esp for the high-end models.
Demand cannot be met at current production levels, so this point is moot. Yes, you would prefer to have any colour you want, but that won't increase Tesla's production ramp or financials. On the contrary, it would be counterproductive to ramp/financials and the mission. So this is a first world problem.
- Quite sparse, even cheap-feeling interior for the high-end models compared to other brands.
See previous point on demand. Yes, it would be even better if there were more/better interior options but apparently there are plenty of people paying whatever price Tesla asks (ever increasing) for the current models. Moot point at this point in time.
- Autopilot, outside of the FSD beta, feels overpriced, and way over-promised.
Don't want it, don't buy it. Economics 101.
- Roadster, Semi and CT seem to be constantly delayed. Certainly perceived by the public as vaporware.
Other OEMs experience no delays on their new models whatsoever. /s
These products will come and they will rock. They will outperform the sports cars, semi's and trucks offered by the 'competition'. Patience.
Also, watch the Elon interview with the Silicon valley owners club. He explains in great detail why Tesla has to prioritize just building the current models from the current factories instead of doing all other things on Tesla's bucket list (software imrovements, new models, etc). Tesla is not out of ideas of stuff to do, but they need the newly built factories to scale first in order not to become unprofitable again. As an investor I'm very grateful Elon has his priorities straight and doesn't lose focus. (And no, Twitter is not a distraction. Tesla is doing great considering the circumstances (Covid, Russia, inflation and the supply chain issues that followed))
Don't get me wrong: I'm just as enthusiastic about the future of Tesla as you. A future in which Tesla offers more colours, interiors, software options and models. But for now those are all distractions and even detrimental to the main mission AND the business. Money talks. It will allow Tesla to add colours, service etc. And on the money/demand front (one ensures the other) Tesla is fortunately in a good and ever improving position.
I guess I belong in the superbull thread, not this one
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