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Tesla's Supercharger Team was recently laid off. We discuss what this means for the company on today's TMC Podcast streaming live at 1PM PDT. You can watch on X or on YouTube where you can participate in the live chat.
The whole "if you use your right as a customer to return a faulty car, you will get banned from getting a new one" seems really abusive and wrong. I mean sure, if there is not even a pretence for a reason or this your third return then fine but first car and straight to the shop for days... I...
I didn't quite understand the markets response to the Q4 numbers. YoY was flat. The price had gone up by alot which implied high expectations, yet the response implies that this was a better than expected report. So I don't quite understand how the expectations are high and low at the same time...
Guys, Im having to live with you seeing you all get rich! Pretty wild. Short squeeze in effect. If I had stock I would be selling at the first sight of weakness. And yes this is a recommendation from the guy who sold at 350 so you know it is good advice :).
No plan B. Tesla did not rally before (and certainly not after) autonomy day so battery day doesn't worry me. I'll just have to live with seeing you all get rich :). I think the current valuation is too high to justify holding. Of course if Tesla grew into it's price then Ill reconsider but that...
I sold recently at 349, which in hindsight was a bit early but it was my plan when I got in at 220 and 240. I'll stay out until we are well into Q1 again. I think the tail winds of Q4 will have turned by then along with the less favorable seasonality and sentiment will probably go down with them.
How often does the debris hit the the driver or passenger side windows? Much safer having a way to get in or out when the doors are disabled than having little bit of bullet resistance when your drug deal goes bad.
Let me ask you this: why is cloud computing becoming so popular among SaaS companies? I ask because the the premise is similar and the answer demonstrates why you are wrong.
It not to save money. Its because:
It allows exchanging CAPEX for OPEX
Flexibility. Less demand? No problem. More...
Why? Nickel is plentiful. Tesla mining it seems quite stupid to me. All that cash sunk into something so far from their core business and adding so little value...
I think that Galis point is that if you are going start mining then of all minerals and metals used in batteries why nickel...
I actually did some back of a napkin math with this. 72 GWh equals about 45 million liters of fuel assuming 5 miles/kWh and 30MPG. Thats about 18 olympic swimming pools. That sounds impressive but then I converted it to gas station equilevants. An average gas stations sells about 3 million...
That was long!
I think the robotaxi network model is honestly a bit silly. Some questions/comments:
Are you assuming that a Tesla car would only be allowed on the Tesla network and not any other? If you do then I would assume that plan will be illegal due to it being anti-competitive. Kind of...
Maybe I wrote that a bit poorly. I meant exactly what you said, the factory was already up and running and it still took 6 months to get going. Now they are still building the factory and want to get meaningful production in the same timeline: by the end of the year. I don't think they will. I...
Last time was hubris but this time it is different and you can't see how things could go wrong? I think the lesson with Tesla is that things going as expected is unexpected.
Given that last time there were strategic risks and you don't see them now, did you point them out last time? My point...
I suspect there will be fewer preoders for the Model Y than Model 3. Not necessarily as reflection of less demand but just the experience was with the 3. No perks, higher price variants only with significant price drops since and so forth.
That is a high bar! What makes it so ludicrous? Let's say that the price decrease does not matter to 95% of buyers. They would have bought the car anyway. So effectively they sold 0.05 more cars per $1100 (I feel thats pretty generous). So which has more of an environmental affect: 1 new Tesla...
I think mispoke. Not that it helps Fact Checking. Tesla as a supplier is effectively a monopoly and as such there is no supply curve. Supply curve would be relevant only if the supplier had no control of the price of the product.
I guess all economics professors need to relearn economics. /s
A supplier (Tesla) reducing their price moves the supply curve, not the demand curve. After the supply curve is moved to right, the equilibrium is at a higher quantity and more cars are sold. Marketing, product awareness and all the...
Terrible idea. Worst of both worlds. You obviously couldn't go to the customer with such a large vehicle so customers would still have to come to you. It would be difficult to offer rentals. The cost of such a truck with the all the R&D that would go with it would probably be higher than a basic...
Whenever the stock goes down there are always several people saying they bought stock because of "the sale". It was at this price literally 2 weeks ago. Why didn't you buy then? Or they countless times before the stock has been at this price or lower?
The company update was negative and q4/q1...
I sold my Tesla shares on Thursday. That has to be my best timing ever. I bought them in October with an average cost of roughly 265 with the plan of selling at 350. Tesla has been very reliable with moving between 250-350 and I didn't see any fundamental reason or risk at the time that it would...
You need profits to pay dividends (reliably). Might as well say that Tesla should start making a profit to hurt shorts. What a revelation.
There's nothing about dividends that hurt shorts more than the profit required to fund them.
It's not confidence inspiring to have the CEO make a such a mistake. Whole thing could have been avoided with a 2 minute phone call to anyone (not that you should have even needed it). He could have called his sons. Even they could have advised him:
Do not announce huge news on Twitter while...
Not that I think Elon requested it, but such a request would have been met with a "grow up". Investors are not going to spend millions to appease Elon's insecurities. Such a pool would not even help with the root cause "fud". This after a massive distraction of the tweet by Elon. An irony that...
Ok, then I'm wrong about that. He has mentioned it several times, so keeping track of each version is difficult. It seemed likely any way that it would only hold for 2018 as it was completely non-sensical otherwise. Either way, it does not affect the valuation for better or worse.
He has indeed did not say "never" but I haven't seen him say 2018 either. Only that they "will not be raising capital" which leaves it up to interpretation. I would agree that given how ridicolous "never" would be that it probably only 2018. Either way, that does not affect his valuation.
As...