@unk45 time to buy?
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@unk45 time to buy?
I get your point. Most of us signed up for Steve Jobs (aka Elon), not Tim Cook. Tim Cook is a great manager, but the only real thing he has done - product wise - is put out the I-phone 10, 11, 12.... Several years from now, we may get Tesla's version of Tim Cook, but (despite the current turmoil) the execution from Tesla team has been pretty darn good (with certain exceptions) and exciting to boot.I agree with respect to execution, kinda. Model Y has been a hug success. Alas deliveries began 4 years ago, so what is new since then? Everything else seems stagnated. While some of us want the old model shoes, there is a reason why companies constantly put out tweaks and changes and variations on their models. Those things drive sales. Humans want the latest and greatest. While a thousand things have changed on the "S" and the "X" , a proportion of buyers really do not care about non-cosmetic change. These are not 911's. The platform/cake is there, maybe time to change the icing? Maybe there should of been a game plan for that. One could argue they did, but in my opinion for the S3X , it just was not enough to drive sales upward.
Model 2- who even knows.
Model X- should have released cheaper variation with regular doors as soon as sales stagnated. Priced above Y but below Falcon Wing.
Semi- Updates? Where are they? On unveil said production in 2019? Can anyone say execution on this had been great, when that was 5 years ago?
roadster-? years late. execution?
CT-late, and a gamble on form. Why not of had regular truck AND CT? Too early to tell but likley willl be a niche product. Yes I am aware of reservation numbers, but I feel cancellations will be staggering (above 80, maybe 90 per cent).
CEO alienating potential customers? does this really align with master plan 1?
Battery development ? 20 billion in the bank, huge lead, and now what?
Most of us here have driven a Tesla. Lots here invested because of it. That experience is not prevalent. This is not a saturated market. Still people will say 'this is my first time in a tesla when getting in my vehicle. ". We know it is a GREAT product. Sales should still be going up. Executing the game plan to 20 million by 2030 has been weak. Yes there has been some shining moments (model Y and 3) but you need to build on that.
So many times people have quoted on this board, Gretzky's "skate to where the puck is going" not to where it is.
Where is Tesla skating, only to FSD?
Come back to us@unk45 time to buy?
You know what they say about statistics right? I just don't think that chart is a fair comparison with other EVs and since Tesla makes no gas cars, it's almost a meaningless report. Again, I own an EV and am pro-EV, but this type of report is meaningless I believe for any real EV shopper.
This is like if I posted a graph of what manufacturer has the best gas mileage and Tesla/Rivian wins because they make no gas cars and use 0.
*Teslas (plural), not Tesla's (possessive).Is this really a fair comparison though? A better chart would be what EVs are the cheapest to maintain long term as EVs have like 0 regular maintenance vs. any ICE car.
Tesla's are generally more expensive to insure from this article vs. other cars:
How Much Does Tesla Car Insurance Cost? - NerdWallet
Tesla car insurance can be expensive. Here's what you can expect to pay based on your model and where you live.www.nerdwallet.com
It’s almost like they saw the posts here about maintenance costs, revenue streams for the big carmakers, and existing fleet maintenance equalling profitability for the high luxury brands.Now that´s good PR!
How popular is Consumer Reports in the US?
In which case you are not vaguely paying attention.I don't see the future growth. We're talking about a company which, on present numbers, should be valued at 20% of its current market cap.
In which case you are not vaguely paying attention.
This is not just another EV company. Do you have any idea what a unique selling point true FSD is?
Do you realize that they own the fueling network as well as the car?
That they are the only western EV company selling ANY real volume in China?
That they are regualrly the #1 desired employer for top engineering graduates all over the world?
Christ, just sell the stock, or short it. We don't care. Either way you lose money. We are just so sick of the constant trolling here. This sort of analysis belongs on seekingalpha.
*Teslas (plural), not Tesla's (possessive).
Why not offer counterpoints?Christ, just sell the stock, or short it. We don't care. Either way you lose money. We are just so sick of the constant trolling here. This sort of analysis belongs on seekingalpha.
The other consistent theme here is that people seem to think that Tesla should invest a whole bunch of capex and build some new factories to build some new models. What would that do to the financials and sales of existing models in a challenging macro environment? The short term way forward is to balance supply and demand for their existing production capabilities.
Yet another theme is the race for EV market share isn't a race and that many people will foolish enough to buy an ICE when EVs reach price parity. Every sustainable price reduction unlocks some additional market share, there is sometimes a lag, and addressing that lag brings us back to advertising. But keep working on cost reduction and product improvements in parallel with attempting to sort out advertising.
As you know, not your fault, but I get how that can happen.In my case, FSD drove a little TOO carefully. I got rear ended this weekend, while waiting for FSD 12.3.4 to decide (in its hesitating, on again off again way) to make a right turn into traffic. The car behind me probably saw my car pull partially into traffic (which it did), then slow/stop (which it did) because of cars in the next lane (not the lane I was entering).
The BMW link is an X post. You’re right about the article though. YoY is a better metric. I included the second article for Daimler. But yes it does counter my first link.Yes, comparing car sales QoQ is not very intellectually honest (not accusing you, but the sources). So BMW is up 1.1% YoY (it even says so in the second article you quoted, but you prefered the first one. Why?
Yes at the right time it would..A 25k car would help the race, and mission, vastly more than slight cuts on 35-45k cars.