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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Artful Dodger
"Neko no me"
Assuming 1.8M deliveries in 2023, it's 49.4% CAGR to reach 20M by end of 2029, or 41.1% CAGR to the end of 2030. To me, the exact date doesn't matter, as long as the growth trajectory is plain to see.
That'll be a PR challenge in the runup years, since that would be ~6 to 7 M added in the final year of exponential growth. Wall-E doesn't understand exponential...
They also don't believe in robotic-staffed cloned gigafactories pumping out single-piece casting robotaxis! We'll need a machine that build factories, most likely.
Artful Dodger
"Neko no me"
Model X price cut was to snag the IRA rebate in the USA. Model S isn't going to get there, the IRA limit for sedans is too low (likely below the COGS for an LR S).
Imo, Tesla should consider making only the Plaid S (it's the flagship), raise it's price, and make all the wizbang options standard (track pack, FSD, premium paint).
Also, should consider making only the Model X LR if the order book shows only a small porportion of customers ordering the PLAID (due to being ineligible for the IRA given PLAID X base price).
2daMoon
Mostly Harmless
Maybe Elon talking about putting the brakes on Giga Mexico was just a negotiating ploy?
Model 3 and model Y price drop by 2000 bucks in Canada.
Bet TSLA
Active Member
I think it's pretty much due to uncertainty. Elon was certain there was a recession that had to happen and would have started months ago. Since there's been no such thing, and no particular sign of one coming, he's become less certain of his understanding of the economy and his ability to predict what will happen. Thus he's playing it safe(r).
woodisgood
Optimustic Pessimist
If that’s a Silo reference, well-played! If not, we’ll just pretend it was.
MartinAustin
Active Member
Can't find any reference to this on bloomberg dot com. Apparently Tesla is pressuring the Biden administration to speed up EPA mileage increases for ICE vehicles
My take is that Tesla is approaching the top of the demand curves for the Y and 3 (sans advertising- which Elon basically doesn’t believe in). Unfortunately Cybertruck production doesn’t look to be really scalable- 3m orders but only 250k annual production - and the next gen car is years away.
So Elon needs to reset investor expectations.
His excuse is interest rates and macro. US auto sales have been fine and have been nowhere near the very temporary dips due to either the pandemic or 2008 banking crisis
So Elon needs to reset investor expectations.
His excuse is interest rates and macro. US auto sales have been fine and have been nowhere near the very temporary dips due to either the pandemic or 2008 banking crisis
Total Vehicle Sales
View data of the total number of new vehicles sold in the U.S. in a given month.
fred.stlouisfed.org
That is what I meant. They completed the building of the cluster but it is not online yet.
I initially and continue to invest in Tesla to support the mission of transitioning away from fossil fuels. That’s why I am disappointed.
They could of made a regular pick up, then developed the cybertruck. It has been four years since announced…and how many years work before that? Preemptively I do not buy the lack of battery argument …as in they would not of had enough batteries.
If they went this route, it would have accelerated the transition, and been much less risky with respect to the fact we know annual demand of conventional pick ups is huge.
Instead they make the same mistakes that delayed the model x, making thing complicated. Fool me once shame on…
They could of made a regular pick up, then developed the cybertruck. It has been four years since announced…and how many years work before that? Preemptively I do not buy the lack of battery argument …as in they would not of had enough batteries.
If they went this route, it would have accelerated the transition, and been much less risky with respect to the fact we know annual demand of conventional pick ups is huge.
Instead they make the same mistakes that delayed the model x, making thing complicated. Fool me once shame on…
Saw this article in the NYT climate forward newsletter and thought, standard EV bashing again:
However, plot twist: it starts out saying the writer had rented Teslas before with no issue, but this time none was available. Due to bad charging availabilty he got stranded in a Volvo EV. So seems like people are learning to tell the difference between Tesla charging and others
However, plot twist: it starts out saying the writer had rented Teslas before with no issue, but this time none was available. Due to bad charging availabilty he got stranded in a Volvo EV. So seems like people are learning to tell the difference between Tesla charging and others
Dikkie Dik
If gets hard, use hammer
The hearing for Giga Berlin expansion is planned for next Monday 23 October. Tesla is apparently not worried because all the objections already have been covered by the original permit.
DragonWatch
Small FootPrint
Forward Observing
Buying Opportunity?
Cheers
Buying Opportunity?
Cheers
Looking throught he Q3 letter for something else, I realized that they kept the Volume section under Outlook the same from Q2:
Then again, they didn´t change anything in the Outlook except for Cybertruck deliveries being on track for later this year instead of just production.
Then again, they didn´t change anything in the Outlook except for Cybertruck deliveries being on track for later this year instead of just production.
To be fair, if I recall correctly, that comment was on the Tesla Beat podcast, in a very long and informal conversation.
Earnings calls are quite different: poor wording is far more excusable in the former, not the latter.
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