Pretty good thing to keep in mind about these price cuts…
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
GhostSkater
Member
Only thing that matters for me today is Cybertruck changing from "Tooling" to anything else
I'll try to be gentle when I whack skulls with my 4x4 beam: This is not the FSD thread, as the still-active Moderators have told you 4x4x4x4 times.
Besides, my purchase of an FSD-ready Model X DID promise me it was complete, and just awaiting regulatory approval. As did all others sold in the 2016-17 era. But take it to the other threads.
Besides, my purchase of an FSD-ready Model X DID promise me it was complete, and just awaiting regulatory approval. As did all others sold in the 2016-17 era. But take it to the other threads.
Do you actually expect operating margin to increase QoQ in this earnings report?
petit_bateau
Active Member
I'm pretty much otherwise engaged right now, however
A quarter century ago I thought the dot com boom n bust taught everyone the #1 lesson : If you have first mover advantage, then you only get to keep it by scaling outrageously fast, faster than everyone else; and #2 whilst you are climbing the growth ladder, be sure to kick the rungs out from beneath you.
Musk knows this playbook.
A quarter century ago I thought the dot com boom n bust taught everyone the #1 lesson : If you have first mover advantage, then you only get to keep it by scaling outrageously fast, faster than everyone else; and #2 whilst you are climbing the growth ladder, be sure to kick the rungs out from beneath you.
Musk knows this playbook.
I agree with the general principle, but what company's success or failure is an example of this?
That is not advertising. It is promotion. Check out the 5 P’s of Marketing.
5 P's of Marketing
The 5 P's of Marketing – Product, Price, Promotion, Place, and People – are key marketing elements used to position a business strategically. The 5 P's of
corporatefinanceinstitute.com
Carp On should buy a new ICE car. Depreciation will take on a whole new meaning.
I did not miss it. That’s why I started with ‘seriously’. There was a serious issue despite perfect case for sarcasm.
This is an interesting alignment chart
Buckminster
Well-Known Member
Farzad starts in 10 mins:
Rob starts in 30 mins:
Actually 8 quarters ago Tesla's wait time was 1-2 weeks. A lack of production from other car manufactures due to chip shortage pushed the entire industry's wait time up, then the energy crisis in 2022 put demand on overdrive.
These tailwind delayed the cybertruck, which was suppose to be in production instead of the Y from their initial plan. The 3/Y outperformed Tesla's internal projection by a long shot.
Artful Dodger
"Neko no me"
Tesla - Earnings Whisper Number for TSLA
Earnings Whisper ®
$0.91
1st Quarter March 2023
Consensus: $0.84
Revenue: $23.37 Bil
Okay, $0.91 - now let's see what they come up with after the report is out.
insaneoctane
Well-Known Member
Does kicking out the rungs below you help the mission? Competitors are making EVs too, finally.
2daMoon
Mostly Harmless
Unless buying classics at auction for the art preservation aspect, cars for most people are more like tools than an investment.
It is very seldom that a mass market car will be an "investment quality" purchase when new. Generally, it will take decades to reach that status.
Artful Dodger
"Neko no me"
A Hummer EV with its 3,000 lb battery pack is NOT helping the Mission. What does help is that GM only made 2 of them last quarter.
For sure, Musk has repeatedly said he will choose volume growth over margins every time. Can’t grow 50% a year and expect stable margins, especially in tough macro environment. For all of Zachs carefully worded statements on earnings calls - Elon is still going to Elon.
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