RationalOptimist
Member
Is no one watching the spacex livestream? unbelievably inspiring. i think it will be great for elon's rep.
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My comment on this retread NYTimes article giving shorts more exposure:
Articles on Tesla's financials never seem to go into any detail. Incompetence or laziness? Not sure. But here's a key conceptual detail about Tesla's financials: They are spending a lot of money (aka burning cash) on future products and assets that aren't generating revenue today. Like any hardware startup, albeit on a much longer timeframe due to the nature of the industry. Some examples of what Tesla is "burning" cash on: 1. Construction and expansion of largest battery plant in world for vehicle and energy products 2. Development of more "affordable" SUV (Model Y) 3. Development of long range semi-truck 4. Development of fastest production car (next-gen Roadster) 5. Development of large pickup truck 6. Software development of autonomous driving Going forward, these will all be revenue and profit-generating assets, aka they will make more money than they spent on them. You are just seeing the spending part right now. That's not to say Tesla isn't wasting money on ineffiencies, but the conversation really has to parse out these different concepts. This future asset development is a primary driver in the valuation of Tesla. They are in a state that no other car company is at. They have a wide open road. The international and domestic demand is seemingly there (I mean, 400000 deposits, are you kidding?) Grow baby grow. Burn that cash now. If you build it, they will come.
So says the body shop.
You're probably wrong. I've read horrible stories of different shops ordering one part, waiting to get it, then ordering different part, then waiting some more. It would seem there is enough blame to go around. Regardless of what we know, it's another Tesla shop to fix our Teslas, can't be bad for us owners.If it was one body shop, and Tesla wouldn’t already have said before that they need to do better at stocking parts, i’d agree. As it stands we have testimonials of tens if not hunderds of body shops all over the world. At some point, it’s just not plausible anymore that they are all lying and keeping hunderds of cars around in their shops for months ‘just because’.
When you read stuff like that piece in the New York Times and you know a bit about the issue you have to wonder where else you get mislead, very annoying ... and when you ask yourself something like that loud the media types cry Trump.
Color me skeptical
LOL. You link to a well known obnoxious $TSLA troll on twitter as evidence??. Here is thread with 100 posts or so over the last 3 months, full of screencaps of owners complaining about parts availability. And supposedly the solution is replicate that -failing- effort in every single in house body shop location? Not seeing it.
Well, I can help you out here. I do have firsthand knowledge of what's going on in DC from civil servants we know -- and Trump is just as bad as everyone says he is. Behaves like a toddler.Of late, it’s started to make me question my position on Trump. I know a lot about Tesla and Elon via primary sources to know when things are being screwed, distorted or outright made up. I don’t have any such first hand knowledge of what’s going on in DC and what I do know largely comes from news outlets that have proven themselves to me to be untrustworthy. NPR is my main remaining holdout that seems to have some reasonable standards.
Listened to the Audi E-Tron presentation. Q2 2019 it is. Game on!
This gives Tesla plenty of time to update the Model X. Tesla will likely switch to 2170, simplify cabling, improve automation and maybe cut some weight also. So by then they could probably lower the price a little, maybe get price down to slightly below Audi while still being better at every metric and much better at some. As they switch to 2170 they will not be constrained to 100k cars per year so it makes sense to increase the demand a little.
Is no one watching the spacex livestream? unbelievably inspiring. i think it will be great for elon's rep.
Thank you for letting us know! That was great.Is no one watching the spacex livestream? unbelievably inspiring. i think it will be great for elon's rep.