Musskiah
DisGruntled
The inverse correlation between mentions and price action of TSLA...
YOY change in vehicle mentions 90 day MA...
YOY change in vehicle mentions 90 day MA...
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I just want to provide a bit of anecdotal evidence in support of your assertion:Unquestionably Tesla did have unusually high supplies of some Model Y cars, low in others. During the quarter, for instance, I bought a new Model Y. My preferred color, inside and out and equipment were unavailable within 60 days. I compromised, many probably did not.
As Tesla matures, inventory imbalances will inevitably rise. They are beginning to appear as a direct function of 'unwinding The Wave' and vastly increased popularity.
I have no idea who Dionne is.Is that you Dionne?
I foresee your hypothetical worst case scenario and raise you my own hypothetical utopian best case scenario that the batteries will last a century.
Honking is almost never the answer. It's just there to give you something to do while waiting for the crash.So disappointing. The car tried to curb its tire! It should have honked for starters.
Agree , responding to Gerber should be beneath his contempt.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.
Any halfwit communications manager could have help Musk craft a more clever answer, if he felt he had to answer that at all. Something like "Ross Gerber is since long an investor in Tesla and I appreciate his input and engagement. While this is not the place to comment on all issues he brings forward, I'd like to point out that Q1 was a particular demanding quarter for almost all car manufacturers, irrespective of strategies chosen." This would make the same point but instead of people feeling that Musk is a douchebag, he would come out as a humble and likeable guy.
I don't understand why so many of you keep defending what is so obviously stupidities from Musk.
Hmm. So that's what is on Elon's mind?Ok, if this happens, which is a huge long shot for this year and maybe next, would also really move the stock
Consensus should really be 80% of 475k: 380k...
I’m defending his right to be stupid (or whatever adjective you want to use) regardless of being the CEO of Tesla, without having his every word or tweet dissected ad naseum, and without him being arbitrarily blamed for virtually EVERYTHING that happens and is deemed ‘bad’ for Tesla, TSLA, The Mission, The world, himself and all the cats and dogs on the planet.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.
Any halfwit communications manager could have help Musk craft a more clever answer, if he felt he had to answer that at all. Something like "Ross Gerber is since long an investor in Tesla and I appreciate his input and engagement. While this is not the place to comment on all issues he brings forward, I'd like to point out that Q1 was a particular demanding quarter for almost all car manufacturers, irrespective of strategies chosen." This would make the same point but instead of people feeling that Musk is a douchebag, he would come out as a humble and likeable guy.
I don't understand why so many of you keep defending what is so obviously stupidities from Musk.
WINNER WINNER Chicken Dinner!!
I’m ok with paying 13K euro for a refurbished Model S battery, or couple of thousands more for a new one. But I don’t like the idea of getting only 2 years of warranty on that. In the worst (unlikely) case, it’s another 13K every 2 years. Tesla should give their customers peace of mind for such a big expense.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.
Do they only come with a 2-year warranty in Europe? In North America they come with a 4-year/50k mile warranty. (Unless you are talking about the battery for the original Roadster, which is only for 2 years.)I’m ok with paying 13K euro for a refurbished Model S battery, or couple of thousands more for a new one. But I don’t like the idea of getting only 2 years of warranty on that
Do they only come with a 2-year warranty in Europe? In North America they come with a 4-year/50k mile warranty. (Unless you are talking about the battery for the original Roadster, which is only for 2 years.)
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to be clear, just the announcement in the next year or so IMO would be a long shot. But **IF** that happens, I'd expect Ford to be first. They have the most to lose due to the whole truck being the cornerstone of their profit (well at least the financing of the truck).Hmm. So that's what is on Elon's mind?
Ford announcement incoming?
Which is exactly what I posted the warranty for. 4-years/50k miles. (Original packs come with an 8-year warranty.)I read it as @NicoV talking about the warranty on the replacement refurbished battery being purchased after the Tesla warranty has elapsed.
to be clear, just the announcement in the next year or so IMO would be a long shot. But **IF** that happens, I'd expect Ford to be first. They have the most to lose due to the whole truck being the cornerstone of their profit (well at least the financing of the truck).
After 300,000 mi, the vehicles are probably worth less than the least expensive used battery packs.An important topic which isn’t discussed enough.
As the number of vehicles outside warranty increases I foresee horror stories about battery’s failing and the cost of replacement increasing.
This will result in even more depreciation for out of warranty vehicles which in turn will impact new sales.
CNBC - ARK's Cathie Wood on Tesla - Today:
Good luck getting a factory up and running in China without a Chinese business partner.Can only imagine Ross thinks Tesla is executing as good as can be expected in China and that there’s probably not much else to do in that realm, good luck dealing with the CCP to affect change in their economy or gross overbuilding of EV capacity.