johnnycnote
Member
With the Cybertruck and the semi ramp up, the MY getting a similar upgrade as the M3, followed by a sub-compact within the next 2 Elon years. IMHO, TSLA will be well positioned in most segments for now
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Why so few models?
- Thread starter pdk42
- Start date
Watts_Up
Well-Known Member
To create more diversity without designing new models is to have sub-brands like Lexus and Toyota and Zion.
Zilla91
Active Member
Will this figment of your imagination arrive before or after the mythical roadster?
zoomer0056
Active Member
johnnycnote
Member
Before and out of Giga-Mexico most likely. But I did specify Elon years, so...
Zilla91
Active Member
Yeah, right. Because opening a new factory when demand is slumping and output from the latest factory in Berlin is still not up to speed seems likely 
What is it with you “demand” zealots.Yeah, right. Because opening a new factory when demand is slumping and output from the latest factory in Berlin is still not up to speed seems likely
Still on track for 1.8m deliveries this year, no sign of a demand “slump” at all. The limiting factor remains cell supply. Just like when people wet their pants about demand in January after price cuts, the numbers will continue to prove you wrong.
Zilla91
Active Member
Oh yeah? So why the end of quarter incentives to try to shift the ever growing inventory? The cars are supposed to sell themselves 
Because they’re a public company listed in the USA and quarterly results move markets. It literally is that simple.Oh yeah? So why the end of quarter incentives to try to shift the ever growing inventory? The cars are supposed to sell themselves
Speaking as someone who has worked for several NASDAQ listed companies in a variety of industries and it’s the exact same in every single one of them, especially those with high levels of employee stock based compensation.
Zilla91
Active Member
You didn't answer the question, if demand isn't dropping, why are they throwing out incentives and price drops to try and shift cars when previously they didn't need to? Why is the inventory growing?
Comprehension skills must not be required for these supposed NASDAQ listed companies you claim to have worked for.
BitJam
Active Member
Why so few models?
Because this is the best way to accomplish their mission: “to accelerate the world's transition to sustainable energy".
Also, the Cybertruck is no longer just a concept vehicle. Dozens of production prototypes are already driving around. The production line is already built. In case you've been napping, this is 2023, not 2019.
[...] many concept cars never get past scale models or even drawings in computer design. Other more traditional concepts can be developed into fully drivable (operational) vehicles with a working drivetrain and accessories. The state of most concept cars lies somewhere in between and does not represent the final product. A very small proportion of concept cars are functional to any useful extent, some cannot move safely at speeds above 10 miles per hour (16 km/h).
Tesla has been pushing cars at the end of the quarter for many years. In fact, several years ago Elon said they were going to stop doing this.
Inventory is growing because production is growing. It makes no sense to measure inventory in number of vehicles. You need to use days of production. With this measure then as production grows exponentially, so will inventory.
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Sigh. I did answer the question, you might not like the answer, but OK, let’s dive in to each of these additional questions one by one:
Firstly, in your previous post you said the cars are supposed to sell themselves. That’s
, every company needs to advertise and generate demand In some way or another. Tesla advertise significantly less than their competitors because they have such a good product but they’re not exempt from the regular old rules of business.As for why incentives and price drops? To manage demand.
Just like why they raised prices dramatically at the end of 2022 because they had more demand than available cell and therefore vehicle supply.
Then, in seasonally weak Q1 for all automakers, they dropped those prices again. At the time people were complaining that their margins were too high at 30% now they’re complaining there’s “no demand” because they dropped them a bit, despite the fact they‘ve continued expanding at an average of 50% CAGR every single year for the past 5+ years, as per their guidance.
Inventory is growing on purpose, Tesla have repeatedly communicated in earnings calls that they’re trying to smooth the end of quarter delivery wave, where for years it hasn’t been uncommon to have vehicles on boats arriving in the final few weeks of a quarter and then nothing at all available for the first 4-6 weeks of the next one, now they’re intentionally not doing that so people don’t have a months long wait if they happen to order a few days too late to get something on a boat, and so the delivery centre staff aren’t idle for weeks at a time at the start of a quarter, then burnt out by the end of it.
Next question?
Zilla91
Active Member
ByeOnce someone starts hurling personal insults it tells me all I need to know about them. See ya
johnnycnote
Member
Yeah, right. Because opening a new factory when demand is slumping and output from the latest factory in Berlin is still not up to speed seems likely
My guess is before. Work is just starting up on Giga Mexico where Elon alluded to building the $25K Tesla. New Giga factories are built pretty quickly in the grand scheme of things. Building the sub-compact is probably a lot easier to do since it will likely be a “subset” of the model 3, with not a lot of crazy new engineering to accomplish. The new Roadster however, with a ridiculous top speed, sub two second 0-60 acceleration, and a 600 mile range in a very small package is likely causing engineering nightmares to get into a reasonably cost effective production.
Yeah, right. Because opening a new factory when demand is slumping and output from the latest factory in Berlin is still not up to speed seems likely
Boy, would you look at that ”demand slump”…
Tragic.
Bankrupt by Tuesday.
Zilla91
Active Member
zoomer0056
Active Member
Tesla is not another company, they are Tesla. To ask why isn't Tesla just like somebody else is rediculous. People are constantly asking this question in one form or another.
lol.
They raised prices in Europe and they’re still higher than before inflation started running rampant.
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