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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
There is no homeschooling going on at 0329, so I’m here for a bit.
44 TeslaPoints to whoever first demonstrates the parallel between what we have just seen from Tesla and what Henry Ford did between 1908 and 1913…and on through 1924.
Nothing new under the sun. But it sure is shining brightly.
Elsewhere - pretty good news this week from LKAB, but we’ve little in the way of details as to just *what* melange of rare earth metals they’ve discovered. Many are neither rare nor exceptionally useful, particularly in batteries/automotive.
44 TeslaPoints to whoever first demonstrates the parallel between what we have just seen from Tesla and what Henry Ford did between 1908 and 1913…and on through 1924.
Nothing new under the sun. But it sure is shining brightly.
Elsewhere - pretty good news this week from LKAB, but we’ve little in the way of details as to just *what* melange of rare earth metals they’ve discovered. Many are neither rare nor exceptionally useful, particularly in batteries/automotive.
Yeah, Tesla has literally just decapitated a big portion of legacy auto, maybe all of it. OMG. Coup de grace indeed. Price parity has essentially been met.
My built-in-May-2020 MY (white, LR, 20" wheels, FSD) was $69K, taxes included (I live in Arizona). That same build now is giving me a price $72,630 (taxes not included). At the time FSD was $10K, now it's $15K. It seems like the adjustment we see today reflects only the FSD price increase of $5K, but we know so many economies of scale have been achieved since then. With prices like these Tesla will once again sell every vehicle they produce, and with appx 2 million vehicles expected to be sold in 2023, margins will not take much of a hit.
Cheap EVs for everyone has always been part of the Master Plan. Elon is making good on his promise. Wow. This Friday the 13th is really really bad luck for legacy auto.
Good to see they are "Mulling" the move.
Toyota mulls new manufacturing platform just for EVs
Toyota is looking at rolling out an EV-dedicated manufacturing platform as it looks for the formula for making EVs profitably.www.marketwatch.com
Yeah, Toyota might want to think quickly on that one...
They should consider upping the premium connectivity charge as a margin juicer, even if it's just starting with cars sold in 2023. 2 million cars x 12 months x $10 increase/month = $240M. If you reach back to cars that weren't promised free connectivity (pre-2018) it would at least double that.
Tesla gave me a trade in offer price of 52k for my 2017 Model S.
I wonder if they would honor that? If so, i could trade for a Model Y for no additional cost!
But I have unlimited free SC, Free premium connectivity...and FSD...so nope I ain't doing it.
I wonder if they would honor that? If so, i could trade for a Model Y for no additional cost!
But I have unlimited free SC, Free premium connectivity...and FSD...so nope I ain't doing it.
UkNorthampton
TSLA - 12+ startups in 1
One of the comments calling out state/local incentives - can add to savings & depend on car price, improve as price lowers...
Marvin2021
Damn I just saw, NJ had a $2k rebate on the model 3. But now it dropped the price to under the $45k limit and Nj gives back $4k for buying a model 3 base
So $43,390 base model 3 minus $4k NJ rebate - $7500 fed tax off, and no sales tax. Model 3 rwd out the door is $32,490 and no sales tax. That is kinda hard to say no to.
Tracker is showing Model Y US inventory dropped from 1800 to 1000 overnight. I'm not thinking the punishment today will be too severe. Hopefully that's not wishful thinking.
tesla-info.com
FSD take rate may increase from here as well.
United States Tesla All inventory
This is the All inventory for cars in United States. The inventory is taken from Tesla directly and refreshed every few minutes, we also explicitly differentiate between New and Demo cars both of which Tesla list as New. In many countries we also gather used cars from various sources. We allow...
tesla-info.com
FSD take rate may increase from here as well.
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A good visual representation of the situation…
And based on Elon’s comments, this is how he sees it.
And based on Elon’s comments, this is how he sees it.
Unfortunately, as someone pointed out earlier, the only strategy remaining to the not-competition is to tear down Tesla via their advertising-paid co-conspirators.
You laugh, but I suspect this is a real possibility...
I don't know if that "breaks" the IRA, but I'm betting the people who wrote the IRA bill are now slapping their heads wondering how they can amend it to once again exclude Tesla....
That cash is going to dry up real fast here soon.
And Elon doesn't borrow Tesla engineers from Tesla to work at the Boring company, and it doesn't take time from Tesla and Elon? And is the Boring company it's own separate entity?
It's a bit OT, but anyway. They claim to have found one of the largest rare earth materials deposit in northern Sweden. Which is good, because usually it's only China that has these and being less dependent on China is probably a good thing for the western world and these are used for motors in EVs. We don't really know what they found, except that it rare earths elements. My guess is they found neodymium and/or the atoms named after the city of Ytterby(ytterbium, terbium, erbium, yttrium etc). One reason China is so big on these is because mining these is very dirty and bad for the environment, which doesn't bode well for the time to get permission to mine these in slow to move Europe/Sweden. My guess is that maybe we will see of these being mined in about 10 years, but it will not make Sweden as rich as Norway anytime soon.
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Excellent guess. Down 7% in overseas market.
Yeah, but that’s what makes the media a co-conspirator.
I bought my model Y a year ago. Price $63,000.
Six months later it was $70,000
Now the same configuration is $59,000
Six months later it was $70,000
Now the same configuration is $59,000
Finally the website mentions the $7500 tax credit although I am puzzled why they dont mention it in the potential savings popup. Still it is there and now people that dont follow legislation and looking at a Model 3 or Model Y will see it. I am surprised by the amount of some of the cuts. Weird to me that the Model Y was lowered to $52,990 rather than $54,990. I guess it allows people to pick a color and still be under the $55K cap.
This is going to put a load of hurt on competitors.
This is going to put a load of hurt on competitors.
willow_hiller
Well-Known Member
The interesting thing to me is that the 4680 Model Y disappeared from inventory overnight along with these price changes. Maybe they're planning to officially add it to the configurator? It would make a huge splash if it was priced under $50k.
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