Ok, if this happens, which is a huge long shot for this year and maybe next, would also really move the stock
You can install our site as a web app on your iOS device by utilizing the Add to Home Screen feature in Safari. Please see this thread for more details on this.
Note: This feature may not be available in some browsers.
To put this in perspective, when I purchased a 2001 and later 2004 Prius, All the pundits agreed battery replacement would cost $10,000. When the time came to replace the battery on the 2001 (ten years later), it was $3,000 installed. The battery is just not something I'm concerned about on a Tesla. The 2013 had seven years and 130,000 miles and was down about 8% when I traded it in for the X (mainly to get the additional safety features and the falcon wing doors so my friends wouldn't bump their heads on entry and exit.) I don't doubt the battery will last the next owner another ten years.This is not a concern. Every battery cost metric is on a downhill path.
Tesla and its battery partners are expanding their production capabilities. This has been in the planning and construction phases for years now. It takes time to bring online.
All manufacturers are facing the same battery availability problem, and many have cancelled their battery production plans. Tesla purchased equipment from one of these cancellations by a legacy brand and is installing a new line in Nevada.
Meanwhile, Tesla's work with Jeff Dahn has resulted in chemistries that have improved characteristics, including longevity.
Maybe the stock price is low and as a result your fears have nurtured a talent for making up horror stories.
Good summary. I would add GigaShanghai Phase 3 expansion explicitly built for Model 2 began in 2021, was put on the backburner, and was reinvigorated end of last year. It is quite possible Shanghai quickly follows the pilot production in Austin. We have seen how quickly they move in China, and if the factory is already built, setting up and ramping the lines will be rapid. https://carnewschina.com/2023/12/06...ase-3-expansion-to-produce-25000-usd-vehicle/.....
- First production line is in Austin so the engineers can work out the kinks and optimize it. Second line will be in Giga Mexico once the Austin line design is complete and working optimally. Then likely Shanghai and Berlin will also follow. This is the plan according to Tesla and Elon directly.
You must be new to Tesla. Many of your questions stem from a pure unknowing of the car industry on all levels, Tesla’s role in changing the world, and how best to go about it and not go bankrupt in the process.As along term lurker and a share holder, I watch the current turmoil with some distress and interest!
It seems that the narrow range has not helped the sales or perception of Tesla - it has always felt dangerous to me to rely on virtually one model in a few variations and colours.
As other car companies seem to incessantly produce 'variations on a theme', I do not understand why Tesla doesn't do something similar. It would presumably be fairly easy to produce station wagon versions of the Model S and 3 with 95% carry over. Ditto a van version and a more squared-off SUV for the Model Y. Maybe convertibles (easier than with an ICE car?) of the MS and M3. Off-road versions with bodywork changes and higher suspension etc. Van version of the CT......And so on
Surely these 'cosmetic' changes would broaden the Tesla appeal and be profitable, increase sales and broaden appeal and exposure? I know that Tesla wants to simplify and focus but hasn't that been detrimental in a different way?
Can’t possibly be true. I’ve been reading all along the headlights suck. Somebody’s lying.Interesting video on Cybertruck headlights
Host was impressed with the lights given how tiny they are
This is the stuff that makes Tesla, Tesla
There are strong indications Tesla is coming to play in Thailand soon. Problem for BYD is that they don't have a CEO who was prescient enough to make a tank that could sell millions of units a year as a rolling billboardBYD is massively expanding and IMO all good for Tesla as this will not only accelerate the transition to sustainable energy/transportation, but also eliminate the not-so-good supposed competitive EVs cluttering/confusing the US market.
Indeed. And I think I quite clearly argued for why Ross criticizing a company they invest in may benefit his clients / shareholders, whereas I think Musk calling him an idiot benefits no one. I don't want to presume that you think anything Musk does is genius, so feel free to explain how you see Musk's tweet being beneficial.Please. You excused Ross his actions because his business is small and he needs to drum up attention through antics to stay alive while Elon bad all around.
Meh. People do the same with their ICE vehicles. They get to a certain age or mileage, the vehicle comes out of warranty and they dump it because they’re afraid of the unknown. I’ve bought those kinds of vehicles my whole life for a pittance and run them into the ground over a period of years.That’s the number one thing Tesla has to fix. I recently got a questionnaire from Tesla on the occasion of my Model 3 getting 6 old, and I that’s exactly what I mentioned in the freeform comments: Tesla should make battery repairs cheaper, and give a longer warranty after replacing a battery. The reason is that as an individual you either get lucky with your battery repair/replacement or not. If you have no luck, it gets very costly and those individuals can really spoil the situation with such horror stories. Tesla can solve this by a longer warranty, eliminating the battery gamble.
Disclosure: This was one of the top reasons why I got a new Model S after 8 years, I didn’t want to do the battery gamble. But whoever bought my car is doing dat gamble.
Without change in policy, my Model 3 will also be replaced by the time it’s 8 years.
Note that neither of those cars had any signs of a bad battery, it’s just risk management from my side. TBH, also combined with lust for something new and shiny.
Correct, IMHO. I didn't trade the 2013 because of fear, only greed for new features and accessibility.Meh. People do the same with their ICE vehicles. They get to a certain age or mileage, the vehicle comes out of warranty and they dump it because they’re afraid of the unknown. I’ve bought those kinds of vehicles my whole life for a pittance and run them into the ground over a period of years.
Unless there’s real life factual information that Tesla batteries are suddenly going to croak at a certain point in their life, I’ll keep my Tesla for the duration. If taken care of, an ICE lasts 12-15 yrs on average. I’ve taken care of my Tesla for 6 years so far - you know, tires, one air filter, some wiper fluid and don’t let it sit fully charged nor discharge it to 0 - so I’ll get back to you in 6 more years to let you know how it turned out. I’m eternally hopeful.
No worries. I’ll report back on real life mountain adventures.Yes, but the fact they’re recessed and low so therefore prone to getting filled with slush (not mentioned in this review) is also the stuff that makes Tesla, Tesla - the California/Texas company.
This has the potential to be a significant problem here where we have a combination of few daylight hours combined with messy, slushy roads on a frequent basis. Less of a concern in town where it’s easy to find somewhere safe to pull over to clean them. Potentially quite dangerous on long stretches of highway, in the dark, in not great driving conditions with nowhere safe to easily pull over for many miles. That’s my primary style of driving so it is a concern for me. YMMV.
I’ll be looking for reports of how this plays out next winter before committing to fulfill my early reservation. Hopefully it’s a nothingburger like the centre screen, lack of driver’s binnacle, yoke, etc. all turned out to be.
It’s 100% a correct comparison for the Chinese market yup, where BYD operates almost exclusively.You need more context to determine if Ross is an idiot!? Well, ok then.
Since BYD is the only other company even in the same stratosphere as Tesla concerning EVs, and the one publicly beingfloggedbenchmarked against Tesla, then it’s exactly the correct comparison by Elon. There’s some context for you.
So disappointing. The car tried to curb its tire! It should have honked for starters.
You mean the ABS, asset backed securities, bonds against leases that Tesla sold in July of last year? Yeah, completely normal for a company in the automotive business, GM and Ford both sell ABS bonds and have $20B/$40B in cash.Companies with $30bn in cash on hand don't typically sell $3bn worth of bonds. No one has been able to explain this.
It’s not the right time for Tesla to start another factory construction - clearly given Mexico delay. So glacial pace it is for now.This pending India Giga announcement, which seems to be moving at a glacial pace, is the only one that I think will move the stock in a meaningful way outside of FSD hitting 1000+ miles to critical DE.
BYD has stated they have no plans to sell cars in America (take it for what it is worth). BYD is not stupid, they read the political news too.With the robo-tax discussion eliminating uber drivers and governments not caring, has there been discussions if BYD starts building cars in Mexico? They can probably undercut on price current EV makers and outside of Made in China hate (which maybe similar to how much Elon hate affects sales), probably hard for buyers if one can get an EV with subsidies for $15k-$20k. This would completely compete with Model 2 sales. Not to mention, everything is made in China already so maybe people won't care if they can get cheap EVs.
BYD Is One Step Closer To Selling Cars In America
China's biggest EV maker is planning to build a factory in North America.carbuzz.com
Did you Tweet this to Elon??I spoke with someone I know very well from Tesla, and they gave me some insight on why sales are down right now. This doesn't explain all the sales drop, but is part of the reason sales in NA are falling like a rock.
At the end of last year, they rolled out a new call routing service. If you call your local Tesla, you get routed to a central call center now. The people that staff the call center are not passionate nor knowledgable about the products, nor do they really know local conditions. The person told me that after the system was rolled out, the leads they got dropped like a rock. Showrooms started going emptier and the there was a noticeable difference. The whole idea was that people would buy online and not need help, but if there was a need for help, someone would always pick up in the call center. But buying a car is a very big proposition, and most older generations are not comfortable buying online. Instead of getting someone local who knows the product back and forth and can guide them through the buying process, you get a apathetic call center people who answer some questions but don't really sell the benefits of the Tesla experience.
The person I talked to is someone I've known for years, and is someone I trust very much. They were adamant that this experience was part of the reason that their region in NA missed targets by over 50%. I didn't believe it but I tried it myself. I called the call center and this was what I got:
1. Person said that most of the Model Ys were built in Texas (not Fremont)
2. I asked if a SR Model Y was a structural pack and they had no clue what it was
3. I asked about the charging rate for a SR Model Y, and they had no clue. Had to look it up and told me it was 40 mph (wrong, that's for the LR)
4. Asked if I could schedule a test drive, and they told me to do it online (what if I was old?)
If you don't believe me you can try for yourself, would love to get some confirmations. Worst part about it is this apparently is some middle management's pet project at Tesla and they are hiding the effects of it from Elon.
I don't understand why so many of you keep defending what is so obviously stupidities from Musk.