Search results

Rate will be additional, but the figure is yet to be determined By EU for Tesla (EU commission said tesla MAY receive an individually calculated duty rate) I’m hoping it will be significantly less as the duty is to punish those EV makers that are subsidized by China government. For context - US...

Possibly depending on the amount of import tax, Tesla might need to source EU model 3s from Fremont again.

Not sure if anyone posted it here yet, but Tesla is stating that from July 1st that the model 3 may be subject to the much higher import taxes. So they are using it to move units before quarter end at the moment.

Well at least everyone can stop debating that now.

I think It’s just a placeholder picture for “hidden car” (the cheaper model to be built on the existing 3/Y lines in 2025, plus the new robotaxi model) and the different one is a different class of “hidden van shaped vehicle” (presumably a van, but possibly also a boring tunnel type high...

Melinda Gates would say otherwise 😉

it’s passed!!!!

Chins sales were not good last week - hopefully just a blip. 12,000 vs 16,400 last year.

What assertions weren’t incorrect is the easier question. Basically all his tweets seemed to be generated from a pre-conceived notion that Apple is relying on OpenAi for its AI features, when in reality almost nothing was (he obviously didn’t watch the keynote). If you want more detail, here...

Yes, there is a bit of “almost getting it” around when some post of their observations about how all the Tesla discussion communities noticeably changed in discourse over the same period of time, and then struggle to identify the obvious cause.

Depends on whether in this hypothetical if Elon is still involved with the company or not. Eg if Elon is still involved in a “Master of Product” type role, and perhaps also as board chairman, then that would require a completely different type of CEO as compared to if Elon was ceasing to have a...

Pretty sure Elon just burned that bridge. Apple now doing post keynote interviews saying Google gemini will be another 3rd party model offered soon. Should be noted this is only available on latest model iPhone Pro & any apple silicon powered Macs & iPads (M1 or newer) - which accounts for...

Elon is completely spazzing out on X with a whole bunch of incorrect assertions about what Apple announced today. Of course it should be noted that Elon is a direct to competitor to any company offering AI products, so natural for him to not look on competitors favorably, but stating blatantly...

Looking at it from a pure Machiavellian viewpoint - perhaps they simply are taking the opportunity to potentially increase their ownership stake in Tesla without spending a penny. Eg: if the vote fails and the Delaware court ruling survives appeals, then effectively the diluted share count...

Yes I am hoping you are right and this was a Mates Rates Job. Also hoping that term means the same thing outside of AUS/NZ. (Still reeling from the memory of my 70 year old in law asking a horrified tour desk customer service rep in Hawaii if it was ok for her and other members of the elderly...

Wondering what the return on investment of this is for Tesla. They paid The Boring Company how many millions (tens of millions?) to dig this tunnel? All to save how many seconds of time diving end of line vehicles across a single road? I hope it was very very cheap or free, otherwise it just...

Great point. I think this is also similar when you see other EVs have fire related recalls etc.

TSLA now at a record amount of days since making an all time high: 648 days.

Looks like the EU parliamentary elections have resulted in a big shift to the far right.. Unfortunately the new EU parliament will now probably look to roll back all the EU emission mandates that were the basis of phasing out ICE vehicles. Hopefully some of our EU based members can flesh out...

Speaking of model refreshes, what’s everyone’s thoughts on the Rivian model refreshes announced today in relation to CyberTruck competition? The dual motor R1S/T with 420 mile range (vs the dual motor CT being 340m), and the max performance model with faster acceleration (2.5s) than the...

Model Y refresh will be a bit more complicated than the model 3 was, due to the fact that Europe Model Y is supplied by both Shanghai & Germany factories, so both of them will need to transition at roughly the same time (ideally Shanghai a bit earlier given long shipping time to EU).

I’m not deep enough in the weeds on internal European Tesla logistics, but is there a wave effect within Europe? eg: are Germany produced model Ys sent across the continent in the first 2 months of quarter, while German deliveries are saved for the last month of the quarter since they are...

What an amazing show! landing the booster, ship surviving re-ently, Sticking the landing - despite one of the flaps being mutilated.

1 million cells a week is only enough for 725 cybertrucks a week.

Still a lot of questionable actions going on here, even with Elons X comment. Redirecting from Tesla to his own privately owned companies, regardless of the reality of the situation on the ground, leaves him open to accusations of personally advantaging himself. For example, did X and Xai...

Again - a super long range Hybrid is meaningless to tesla. A standard low cost hybrid or ICE can already go double/triple the range of an EV today, so a new extra long range hybrid does not change the calculation in any way at all. If a pure EV was not already appropriate for someone today due...

My issue with this is not that it isn’t a tesla, but that an extra long range hybrid has zero relevance to Tesla, just as the range of an ICE car has zero relevance to Tesla. The only way the range of a hybrid would be relevant to Tesla, is if Tesla was considering a radical change and getting...

It’s a hybrid though? Couldn’t someone have built a hybrid with 2500km range at any point in the last 30 years by just making one with a significantly bigger gas tank? In the ICE only world, a standard Volkswagen Passet Diesel can apparently be pushed to 1600+ miles/2500+ Kilometers on one...

Forgive me if I’m misinterpreting your posts, but I am curious as to why you appear to look at the call walls above current stock price as a positive? Historically, big call walls above the current stock price are a large negative - not a positive. Whereas large put walls below the current stock...

Why are you focusing on Price/Sales? It is an essentially meaningless metric for comparing companies with vastly different gross margin and growth profiles. For all its issues, the classic PE ratios and PEG ratios are far better to use.

This might be a good cashflow move, in that the export markets Shanghai serves have plenty of Y inventory, so this quarter might see that drawn down and less stock shipped to replenish, meaning deliveries in those markets should exceed production from Shanghai to those markets, improving the...

Interesting little piece on retail holdings: EDIT: Would take this article with a grain of salt though, given the appearance of “Direxion semis 3X long” ETF being at 0.7% average weighting. Anyone else even hear of that? Is that popular with the Reddit WSB apes crowd perhaps...

Yes, we have grown GDP since 2006 at ok rate supported by high immigration etc, but the previous chart in my post was GDP per capita, showing damage was all done in the years following the mid 80s reforms, when NZ went from one of the relatively richest per capita GDP in the world with a high...

I mean, the results for that period speak for themselves unfortunately: Using current PPPs this graph charts gross domestic product (GDP) per capita for seven countries against the OECD average (which is 100). It shows that in 1976 the New Zealand GDP was above the OECD average, and the...

It was viewed as a grand experiment, which resulted in large structural changes to the economy. Our manufacturing sector was decimated, but the country continued to grow in other areas with considerably lower wages (services, primary sector, tourism). One can argue the reforms “ripped the...

No idea why you can’t see it on his X feed - here it is, still up right now:

Not sure I saw this shared yesterday: TSLA Chan previously has been a solid reporter of china tesla news, but to be clear he is summarizing a news report here I believe.

New Zealand was one of the first in the world to embrace radical free trade policies starting in the mid-1980s, eliminating nearly all subsidies and import tariffs. Decimated the domestic manufacturing sector, never recovered.

Great takedown of Axios! I had no idea they were owned by Cox, and I will refrain from paying any attention to them, especially on anything touching on automotive companies.

But of course China is one of, if not the worst, for protectionist measures, Not just tariffs, but literally blocking many foreign companies from even operating there. I doubt Musk has mentioned that once?

Latest brand survey. Continued weakness. Tesla Motors' brand reputation continued to slip over the last year as the antics of polarizing CEO Elon Musk and other issues tarnished its once-impeccable image, according to new Axios Harris Poll 100 survey results. Why it matters: Tesla soared to...

You are right that Nvidia would be screwed if they got cut off from China & Taiwan. Apple though is at an annual run rate of $70 Billion gross profit from its services business alone - most of it from outside China, and has been slowly but steadily spent the last decade duplicating its supply...

Rugged off roading compact? Think they might be getting a bit confused there somewhere. Probably mistaking it for a durable robotaxi (eg the internals designed for the “wear and tear” beatings a taxi will receive).

Why would the board be responsible for the company getting bloated? The board is not responsible for any of the operational responsibilities. That responsibility lies solely with the executive team, the CEO most of all.

Chinese build a lot of things a lot cheaper than American companies can, that doesn’t mean American companies dont still dominate their own home market and take a sizable share of international market. (Especially when your government adds a 100% tariff to chinese imports) We dont even have to...

The Tesla Master Plan version 1,2 & 3 authored by Elon were all about transitioning the world to sustainable transport by rolling out massive quatities of EVs to replace the worlds ICE fleet, rolling out massive battery cell output to enable vast amounts of stationary storage to complement...

Replying to a few above posts: There are already both Electric motorbikes available (a lot of different models) and also Passenger Electric aircraft already in operation (small & short range).

Would recommend everyone read the linked to article about the current state of the 4680 program.

China weekly registrations: 9,800 Just a slight dip from same week a year ago (which was 9,990). Photo from TSLA CHAN on X:

I don’t recall any of the other companies I have invested in paying money to advertise an upcoming shareholder vote. Has anyone else ever seen that? This is a weird move.