TMC had such events annually back BC.
Wow, some of you are older than I thought!
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TMC had such events annually back BC.
Herbert Diess of Volkswagen is rallying his workers, gotta love his sense of humor (meme from his own presentation):
VW chief claims carmaker can overtake ‘weakening’ Tesla by 2025
VW chief claims carmaker can overtake ‘weakening’ Tesla by 2025
Herbert Diess tells employees that group must seize opportunity to capitalise on Elon Musk’s woeswww.ft.com
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I really want to disagree with you. I want to, but I cannot. Mankind is seemingly bent on planetary destruction. Choosing the present time to increase subsidies for fossil fuel production and use is being done in many major countries, even some with otherwise modest moves to diminish fossil fuel use.... Super bullish on Tesla and super bearish on mankind.
i wonder the same.. i have not found anything explaining the sudden downward drift.What's sinking the market today? Is it just unease between the market inflation reports or is there something I didn't catch that's affecting the macro market?
I think older folks in manufacturing would probably say this is the worst time in recent history to attempt ramping up new factories. At least Tesla got them built before inflation started really going nuts, that's a big plus in terms of their cost, but ramping up factories in the current environment of supply chain issues etc is so far from ideal.I love that the claim of weakness is based on fact that Tesla has so much demand that they have to build more factories
Mods: nominated for post of particular meritI 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:
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.
- Very difficult to get a customer service response here in the UK.
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.
- Surprisingly limited range of colors for each vehicle, esp for the high-end models.
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.
- Quite sparse, even cheap-feeling interior for the high-end models compared to other brands.
Don't want it, don't buy it. Economics 101.
- Autopilot, outside of the FSD beta, feels overpriced, and way over-promised.
Other OEMs experience no delays on their new models whatsoever. /s
- Roadster, Semi and CT seem to be constantly delayed. Certainly perceived by the public as vaporware.
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 .
Not sure a "love in" counts as an interview:I thought Rob and Dave were the ones going to be doing the next Elon interview?
Consumer confidence came in way below expectation... which was already low.What's sinking the market today? Is it just unease between the market inflation reports or is there something I didn't catch that's affecting the macro market?
I image that is true but the reference was to 'Before Covid-19' of course so not really a Gregorian calendar reference.Wow, some of you are older than I thought!
That's the specs for the 20" induction wheels. If you select the 19" it goes up to 330.Um... I'm still researching a Y replacement, and a new one LR is now showing only 318 mi. range. I thought these were still 331 mi until 4680s.
I'm in the west, so this would typically come from Fremont as I understood distribution in the US.
I think this just happened or I haven't noticed. I could speculate.... you know me. So what is this vehicle?
Also, used on Tesla.com was empty yesterday (inventory moving). Today, a bunch just showed up, all with FSD, about the same price as a new. They are selling despite.
Lead time is next year, but if ramps go well I wouldn't be surprised if it's pulled in (and hit 2022' total sales).
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Source would be nice... (yes, I did google)
YES YES YES, exactly.
Yesterday many people "disagreed" with me, but none of them even engaged. There is no advancement for me or them under those conditions.
oti wonder the same.. i have not found anything explaining the sudden downward drift.
Thanks, I del my post.That's the specs for the 20" induction wheels. If you select the 19" it goes up to 330.
You guys are such babies. You should see all the upvotes I got when I suggested maybe I should leave.You see all the downvotes I got this weekend for bringing up criticisms to the Tesla YouTuber fsd hype syndrome?
Internets a giant echo chamber.
I didn't upvote you because I've had you on ignore for months already and never see your posts.You guys are such babies. You should see all the upvotes I got when I suggested maybe I should leave.