Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[Usain]

As with everywhere i have been there is deep concentration fo Tesla to be found the nearer one is to a store.
Everyone who says there si saturation really does not understand how important stores are. California, Beijing...everywhere. Superchargers and stores are the crucial factors. Service Centers and Service vehicles can be major sales aides too. It's not so much awareness as it is availability.

Agree with this. When someone sees charging availability in their area they start thinking that an EV might work for them.

When they are ready to buy they also want to know that servicing is available before pulling the trigger.

So it's true that Tesla has big untapped markets in many parts of the country.

 

[JustSaying]

https://www.reuters.com/business/autos-transportation/lucid-signs-deal-raise-1-bln-saudis-pif-affiliate-2024-03-25/

Luxury electric automaker Lucid said on Monday it had signed a deal to raise $1 billion in funding from an affiliate of Saudi Arabia's Public Investment Fund (PIF), sending its shares up 20% before the bell.

Wow, $1 billion should provide enough liquidity to sell another 2,400 cars...

 

[SOULPEDL]

Remember that North Florida is commonly referred to as South Georgia.
Tesla once did exceedingly well in the Atlanta area, in fact I, from Miami, had to go to Atlanta to get my first P85D. Florida Orlando south is very diverse so any generalization tend to be incorrect. beyond the obvious huge dominance of Spanish speakers. FWIW, in every Tesla store I've been in in Florida there were more Spanish speakers than anything else. My delivery people at Tesla Florida stores included one Montenegro, one Ecuadorian and one Chilean immigrant as well as one Cuban second generation. I kept track for the entertainment of it. In three of my delivery events I was the only non-Spanish speaker taking delivery.

in areas of Western Florida there are few Spanish speakers, but everywhere south there are copious Teslae to be found.

As with everywhere i have been there is deep concentration fo Tesla to be found the nearer one is to a store.
Everyone who says there si saturation really does not understand how important stores are. California, Beijing...everywhere. Superchargers and stores are the crucial factors. Service Centers and Service vehicles can be major sales aides too. It's not so much awareness as it is availability.

I've driven in Fla, it's dangerous with their limited access freeways (Chuck's ULT is all over that State). Just yesterday, my son wrecked a historic Chevy PU from someone doing a left turn at an intersection. (I'd post the pic, but it won't work most likely.)

Maybe it's the safety part that sells Tesla in Fla. Older crowd - do you notice?

 

[Usain]

I'm having trouble interpreting this as anything but super-bullish on Optimus. You don't hire a technical writer unless your product release is coming relatively soon.

Either that, or Tesla anticipates a really huge internal rollout, also relatively soon. This would be a rollout so big that you need service manuals instead of just getting training and service advice directly from the Optimus team.

Honestly, I'm kind of shocked.

Tesla hiring technical writer for Optimus user guides

Tesla is seeking a Service Technical Writer to create user guides for its humanoid robot Optimus, hinting at significant progress on the Tesla bot.

www.teslarati.com

But also, this is what I've been saying Tesla should do. Roll it out fast, before it's really "ready".

They don't actually need a rock-solid use case to start selling the bots. They just need to get it in the hands of hobbyists, researchers, and R&D staff at companies. If you give them the tools to train the bots, use cases will be found.

It's just like the early days of home computers. They couldn't do much useful stuff except play games. But hobbyists started programming them and they came up with useful apps like word processors and spreadsheets.

 

[SOULPEDL]

174 and rising... too many people (including ARK) think this is way too low of a price for TSLA.

People waiting for the DIP from P&D could miss out. I have zero plans to buy next week.

 

[Drax7]

FSD ignition cycle in progress

 

[SOULPEDL]

I'm having trouble interpreting this as anything but super-bullish on Optimus. You don't hire a technical writer unless your product release is coming relatively soon.

Either that, or Tesla anticipates a really huge internal rollout, also relatively soon. This would be a rollout so big that you need service manuals instead of just getting training and service advice directly from the Optimus team.

Honestly, I'm kind of shocked.

Tesla hiring technical writer for Optimus user guides

Tesla is seeking a Service Technical Writer to create user guides for its humanoid robot Optimus, hinting at significant progress on the Tesla bot.

www.teslarati.com

Holly cow, I'm super qualified for that job! I still have the first manual I created for ASM/FICO in the 80's (now ASML). It was used in Assy/Test as the example for other equipment suppliers. And I seem to like writing about Tesla...

 

[GhostSkater]

As I said a few times before, Rocco tests are the ones that show what is happening for me, because although his environment is simple from a road and traffic point of view, is also non standard, usually with poor markings and FSD always screwed up in a bunch of places there, but looks like the tide is turning fast

 

[SO16]

All New car inventory at a 3 year high.

Yeah…. Channel stuffing to the max.

https://twitter.com/x/status/1772248329113444352

 

[CitizenKane]

I'm having trouble interpreting this as anything but super-bullish on Optimus. You don't hire a technical writer unless your product release is coming relatively soon.

Either that, or Tesla anticipates a really huge internal rollout, also relatively soon. This would be a rollout so big that you need service manuals instead of just getting training and service advice directly from the Optimus team.

Honestly, I'm kind of shocked.

Tesla hiring technical writer for Optimus user guides

Tesla is seeking a Service Technical Writer to create user guides for its humanoid robot Optimus, hinting at significant progress on the Tesla bot.

www.teslarati.com

Hmm, I would have thought writing a service manual would be a job Optimus could handle without human intervention.

 

[Knightshade]

All New car inventory at a 3 year high.

Yeah…. Channel stuffing to the max.

https://twitter.com/x/status/1772248329113444352

Tesla not in chart, but has the same problem per Troy (on Y at least which is majority of sales)

https://twitter.com/x/status/1771769246646702131

 

[SO16]

Tesla not in chart, but has the same problem per Troy

https://twitter.com/x/status/1771769246646702131

Yes. The entire industry is affected.

 

[SO16]

FSD ignition cycle in progress

 

[2daMoon]

But also, this is what I've been saying Tesla should do. Roll it out fast, before it's really "ready".

They don't actually need a rock-solid use case to start selling the bots. They just need to get it in the hands of hobbyists, researchers, and R&D staff at companies. If you give them the tools to train the bots, use cases will be found.

It's just like the early days of home computers. They couldn't do much useful stuff except play games. But hobbyists started programming them and they came up with useful apps like word processors and spreadsheets.

I'm opposed to Tesla selling the bots. They should be leased, with service contracts, and have a subscription service for specialized task apps as well as Tesla managed training for unique applications.

This approach assures residual revenue, and, reduces the opportunity for reverse engineering, modifications, etc. that could lead to problems. This would result in more customer satisfaction and retention over the long run.

 

[JusRelax]

Does that mean that they have EAP? Or did Tesla add autopark as a free feature?

The guy in the video I linked said he had EAP. I'm guessing you have to have EAP in order to use AutoPark.

 

[scaesare]

Something is going on with this forum and anything that isn't text.

FYI I reported it this morning.

 

[SO16]

Hm…. Maybe it is price after all.

https://twitter.com/x/status/1772244305173745931

Car Dealership Guy

@GuyDealership
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Demand for used EVs is surging

Used EV searches on Cars(.)com are up 29.5% year-over-year.The reason? Lower prices.Used EV prices have fallen by nearly *20%* from last year.(Data via CDG Partner:

 

[Stretch2727]

FSD ignition cycle in progress

Sorry for the bad news, most of the auto manufactures are up today. Some legacy makers up more than Tesla.

It's not FSD take off yet, but I do think the stock has not dipped more with the likely low P & D numbers due to FSD optimism.

 

[Linkmeup]

16,000 stalls open to the rolling NACS non-Teslas. ~11K to Teslas only.

I didn't know the unit economics for this comment though:

"If you buy a Tesla you’re automatically given a free Tesla Charging membership, which gives you 30% cheaper supercharging costs than non-Tesla vehicles."

https://twitter.com/x/status/1771227540600025167

 

[scaesare]

Impressive. Weekend share:

https://twitter.com/x/status/1771344550038286578

That X poster needs to learn the difference between "working IN trees" vs. "working ON trees"...

He posted the former, which I thought would be interesting for FSD to display in the visualization... when in fact his video displayed the latter... which wasn't much more than FSD swerving around a few trucks/obstacles at low speed... rather mundane.