SAPharmD
Member
I think someone lost more than paper money… 
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
insaneoctane
Well-Known Member
Tesla is in growth mode, Meta is a mature company with little in the pipeline in terms of new products, long term Facebook will die off as younger users don't use it. If you are excited by ad revenue and failed concepts like the metaverse then invest in them. I'll go with Tesla.
Buckminster
Well-Known Member
That would mean I could take advantage of my RN107380619 placed in April. 1, 2016.
It was and still is not a joke. I’ve kept it expecting eventually it could be used. I still want my Tesla! After all they accepted it for delivery to Brazil.
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Artful Dodger
"Neko no me"
Tesla just dropped Model Y LR prices by $4K CAD in Canada to take advantage of a new $7,000 CAD rebate now offered in Quebec for EVs priced under $65K CDN.
Tesla slashes Model Y prices in Canada, boosting rebate eligibility to $12,000 in Quebec
Tesla has made another round of price cuts, this time on the Model Y and only in Canada, reducing the price of the electric SUV by $4,000. Most importantly, this means the Model Y Long […]
driveteslacanada.ca
Combined with the Federal rebate of $5K that's a total of $12K off on a Model Y. Now with a base price of $63,990 or about $53K in Quebec after rebates.
BTW, Provincial Sales tax in Quebec is 9.975% before GST, so on a $65K vehicle the new $7K rebate is just basically waving the sales tax, plus 500 bucks...
Even with this price drop, my April 2022 Model Y LR was still about $3K less than this new price. Plus, I got the White Interior which is no longer available in Canada because these cars come from SHG which only offers black interiors. The 7-seater only just became available.
So SP instantly dropped to the Options C/P 'breakpoint' @ $185 to start the pre-Mkt
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Artful Dodger
"Neko no me"
Correct, for the original 13 colonies. For States added after the Louisiana Purchase not so much...
The point was simply that if Elon wanted to run for Governor, like Arnold did in California, there would be no Constitutional barrier against it (like why Arnold can never be President)
If it wasn't for the couple of private groups I admin, I wouldn't use Facebook.
That's very interesting, I've honestly never considered the possibility that humanoid robots could work FASTER than humans. More hours per day for certain, but faster?
And truly right now I'm wondering why I never considered that before, seems reasonable upon contemplation...
Etna
Member
That Quebec rebate has been available for years. It is however the first time that the Y LR qualifies. it is going to sell like hotcakes, AWD is very valuable here.
UkNorthampton
TSLA - 12+ startups in 1
I did consider that bots could be faster, but either way, it doesn't matter too much as more bots/stations still cheaper than people in most situations. Even the space any slower extra bots might take compare well with rest/food/toilet/admin space requirements.That's very interesting, I've honestly never considered the possibility that humanoid robots could work FASTER than humans. More hours per day for certain, but faster?
And truly right now I'm wondering why I never considered that before, seems reasonable upon contemplation...
IF bots are at least partially capable of replacing expensive labour, the economics are madly skewed towards their use and suppliers (Tesla) will have insane demand and pricing power if sold/leased. Tesla (uniquely as far as I'm aware) have scope to use these bots internally at a huge scale, then with key suppliers without the need for external sales/leases outside of the supply chain.
Volume > Wright's Law > Cost savings
It's too early to know all of the implications, we haven't the imagination individually. Perhaps through TMC we might crowdsource better predictive power, but we'll still miss lots. Knowing science fiction and manufacturing might be a very useful combination as the ideas from fiction and wildness of bot possibility may line up well.
Tesla is still very much in growth mode while Meta is a mature company who's main products are "ramped" up and bringing in steady revenues.
You can't reasonably compare Tesla 2024 to Meta 2024, that would be like comparing Apple 2007 to Apple 2024, two very different companies altogether.
Now, if you meant TSLA the stock is pathetic compared to META stock today, then sure, both stock's performance over the past year could justify an opinion like that. But if you actually meant Tesla the company is pathetic, well then you are simply incorrect.
The Accountant
Active Member
Fixed overhead per vehicle will drop as well if production in Q1'24 exceeds Q4'23.
Also, long haul car ground transportation (US) appears to be dropping in the CPI numbers
Tobias Lindh is out with a new video and news about a new expansion at Giga Berlin currently underway. A new and much larger Rail Yard to the east of the current Tesla plot:
...and they have already started preparing changes to the roads in the area:
...and they have already started preparing changes to the roads in the area:
I meant TSLA as a company is pathetic at this current point in time (2024). You mention it's in growth mode but at this time (2024) it has no idea how much it plans on growing while Meta has no problems guiding 20% this year. TSLA can't even be confident it gets 20%.
Metas FCF in half a year is more than TSLA's cash on it's balance sheet since it's inception.
You mention TSLA 2024 vs Meta 2024 is not a fair comparison but their market caps are only 50% apart, if I use your Apple 2007 and Apple 2024 comparison the market caps would be 115B vs 2.8 trillion. If TSLA was trading at a market cap of 40 billion ($15 a share, Apples 2007 vs 2024 trading differences) then yes TSLA is an amazing stock. Right now it's more like Apple 2021 vs Apple 2024 but 2024 Apple plans to grow 20% and 2021 Apple doens't know how many it can sell.
Do not mistake Tesla's lack of 2024 guidance for a lack of any idea how it plans to grow, one does not mean the other.
Tesla is currently ramping CT, they are expanding Giga Nevada to build the Semi, they are expanding 4680 production capacity, they are setting up the Gen3 production lines in Giga Austin, they are building Giga Mexico to also build Gen3, they are very quickly ramping Megapack production, they are still (slowly) developing FSD with plans to build Robotaxi's on the Gen3 platform once FSD is Level 5, they are rapidly developing Optimus, and oh yeah they are actively working on things behind closed doors none of us know anything about.
I'm sorry, but to say Tesla has "no idea" how it plans to grow is frankly a ludicrous statement. They have so many irons in the fire its hard to keep track of it all.
Look we can only agree to disagree. But apart from price cuts ( and they have run out of those it seems ) I don’t see them having any plans over the next 12 months. The 25k car plans started too late and we are stuck in limbo until 2026.
This is obviously going to be an unpopular take but when I said in 2021 I found it hard to believe we would grow 50% again in 2022 I got hated on then and I was right. Every successive year has been lower and lower projections. Granted it’s only been 2 years since my post about that I’m talking short term here so I can only refer back a couple of years.
I actually think we have flat growth this year.
Belgium is already solidly ahead of Norway in Jan 2024: 1826 deliveries versus 1109 in Norway.
3.91% market share.
Buckminster
Well-Known Member
Down a further 0.5% on this strong economy news. Makes May rate reduction pretty much guaranteed I guess.
They do have 2024 guidance: ramping Cybertruck, 4680, and Energy Storage, developing Gen 3 line, FSD, and Optimus
Tesla has given clear guidance on how much it intends to grow over a multi-year span and has also stated that 2024 will be a slower growth period. That the plans take more than 12 months to implement does not mean they don't exist.
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