jabloomf1230
Minister of Silly Walks
Wait, do we know prior to the UAW strike that Tesla gave a comparable worker the exact same compensation package as the Big 3 did?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
From Master Plan 3..
Companies like BYD, many other Chinese brands, and Stellantis are already selling good compact EVs.
Products like the Cybertruck and the Semi are in segments where achieving the required performance and efficiency levels is challenging.
For the compact, making a reasonable margin in a very competitive market segment, where buyers are very price sensitive, is the difficult part.
From Elon's point of view the compact also makes an ideal Robotaxi and fleet cost, hence vehicle cost is important.
The compact segment will be very competitive, customers should have lots of choice, Tesla can provide the best "value-for-money" option.
IMO purely in the car market (ignoring FSD etc) the one advantage Tesla has is "value-for-money" and a superior experience for not much more money. Also a brand that is a bit more premium, a car, software and charging experience that is more premium.
So Tesla has to make a compact that is in the same price bracket as a lot of the competition that is "value-for-money" and maintain the brand image. it is worth taking the time to get this right from day 1.
Very few remember that the GM Bolt beat the Model 3 to market.
Elon: We're aiming to make about 200 thousand a year at volume production
Musk says Tesla aims to make 200,000 Cybertrucks a year
The company had earlier said that Tesla had the capacity to make more than 125,000 Cybertrucks annually, with Musk adding there was potential to lift it to 250,000 in 2025. The deliveries of the much-awaited pickup truck will begin on Nov. 30, nearly four years after it was unveiled by Musk at...finance.yahoo.com
View attachment 986854
Hopefully he's sandbagging that number
Joe: Wow
Elon: Maybe a little more
Once you solve sustainability of the planet, the question arises: what do you do with limitless energy availability via solar/batteries?
Personally, this opens up a lot of digital/electronics markets outside of cars that includes space, health, robotics...
Elon's right - Tesla and Climate Change don't have to go hand-in-hand with each other as the cost curve for solar/battery goes past fossil fuels...
California Q3 Sale
Source : New ZEV Sales in California
| Q1+Q2 | Q1-Q3 | Q3 Sale | ||
| S | 1,807 | 3,050 | 1,243 | |
| 3 | 41,430 | 66,101 | 24,671 | |
| X | 4,899 | 6,832 | 1,933 | |
| Y | 74,488 | 107,210 | 32,722 |
Source : New ZEV Sales in California
JusRelax
Active Member
Giga Malaysia? Or, maybe MegaPacktory Malaysia?
GhostSkater
Member
Guys, after yesterday I’m thinking in selling all my shares
How can Tesla not make a Halloween video with a bunch of Optimus in costumes? That is failure of leadership, we need a real CEO
Unbelievable
How can Tesla not make a Halloween video with a bunch of Optimus in costumes? That is failure of leadership, we need a real CEO
Unbelievable
Buckminster
Well-Known Member
Up 2% to $204 premarket.
Joe Rogan would say "oh wow! That's incredible!"
Joe Rogan would say "oh wow! That's incredible!"
Top 10 Manufacturing Companies in Illinois:
1. Ford Motor Co., Chicago Assembly Plt. (Chicago, IL)
Ford’s assembly plant on Chicago’s South side is a major employer in the state, home to 5,810 employees. Opened in 1924, the storied 2.8 million square-foot plant occupies 113 acres and currently produces the Ford Explorer, Lincoln Aviator and the Police Interceptor Utility.
These vehicles put the Chicago plant at high risk. Maybe the $4K rebate is because Ford lost traction in the State of Illinois? In other words, they lost another reason to push back? Just a theory - the timing after the UAW strike resolve makes me curious.
JusRelax
Active Member
2daMoon
Mostly Harmless
The Big Three say they can cut costs to compensate for meeting the UAW demands. Which seems to me to go without saying. Tesla has demonstrated how much leaner they can operate.
I'll believe it when I see it with them, as doing so will require massive collaboration between their suppliers, or, vertical integration on a huge scale.
www.teslarati.com
From the article:
“We are expecting minimal issues with factories getting back up to speed,” he said, adding that “inventory levels at dealerships held up reasonably well during the strike.”
Which I read as, "Getting back up to speed will be easy, because we didn't sell any cars and inventory held up well during the strike"
I'll believe it when I see it with them, as doing so will require massive collaboration between their suppliers, or, vertical integration on a huge scale.
UAW strike gains not as much of a blow to Ford, GM, and Stellantis: report
It appears that the Detroit Big Three’s losses from the UAW’s six-week strike would not be as substantial as initially feared. Thanks to initiatives such as cost-cutting measures, Ford, GM, and Stellantis should be able to weather an estimated combined $2.9 billion loss from the UAW strike. The...
www.teslarati.com
From the article:
“We are expecting minimal issues with factories getting back up to speed,” he said, adding that “inventory levels at dealerships held up reasonably well during the strike.”
Which I read as, "Getting back up to speed will be easy, because we didn't sell any cars and inventory held up well during the strike"
I just heard the former Ford CEO say that they will just pass the added costs to the consumer. (Not sure where, was with Phil Lebeau.)
That only works when people want to purchase their vehicles at a higher price. Not something you can bet on.
I was shocked by his honesty (Mark Fields), but that's easy when you're no longer CEO of Ford. Phil actually loaded the question with "cost savings" and Mark didn't take the lead by stating Ford would pass it off to the consumer. It wasn't a maybe, more of a matter of fact statement. Maybe I should hunt it down?
Stretch2727
Engineer and Car Nut
The Big Three say they can cut costs to compensate for meeting the UAW demands. Which seems to me to go without saying. Tesla has demonstrated how much leaner they can operate.
I'll believe it when I see it with them, as doing so will require massive collaboration between their suppliers, or, vertical integration on a huge scale.
UAW strike gains not as much of a blow to Ford, GM, and Stellantis: report
It appears that the Detroit Big Three’s losses from the UAW’s six-week strike would not be as substantial as initially feared. Thanks to initiatives such as cost-cutting measures, Ford, GM, and Stellantis should be able to weather an estimated combined $2.9 billion loss from the UAW strike. The...
I really don't buy into the "we will make it up" on efficiencies and cost cuts. Those efficiencies were there before the strike so they are only going to take them now that the UAW raised their costs? Trust me they are always looking for cost savings.
The big 3 are actually quite good at squeezing out 2-3% efficiency per year. They force suppliers to cut prices and will squeeze out marginal labor efficiencies. The difference as you state is Tesla has more innovation in the mix to truly take cost out, not just squeeze everyone.
GM and Ford knew they had a long way to go to match Tesla on costs.
They now have a much longer way to go so the job just got harder.
2daMoon
Mostly Harmless
OK, ready for an Early Morning Dip.
I've got chips in hand, hoping to touch 197.95 so I can recoup the number of shares I sold to fund the ROTH.
I just jinxed it, didn't I?
You have FOMO in just a few days of being out of the market. I can feel it!
THIS is why we HODL, you just never know! Wishing you the best to get back onboard.
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