Knightshade
Well-Known Member
Agreed, I'd actually be more bullish if Tesla had delivered 380k and produced 390k, this just looks like no-one is buying them right now, simple as that. And what's going to shift them? Cut the prices, cut production, what's it to be?
As for Musk's AH Tweet on Friday, I see Pre-Market has seen some decent volume, but the SP has not run away, at least not yet...
It's nebulous, vague, promise of "something" on 8/8.
Autonomy day was 5 years ago that was also intended to unveil the RT future and still no RTs.
If folks think 8/8 will also be a reveal for the compact car, then that's going to be one hell of a Osbourne effect until it comes to production.
Maybe?
Or maybe not?
This came up in the "main" thread last week... which do you think is a bigger group?
Folks who were going to stretch to afford a 3/Y when they'd have been happy with a smaller/lower spec car for less $ (the ones who this could osborne)
OR
Folks who were going to stay affordable and buy a civic or corolla or whatever other cheap compact because Tesla offered nothing in the price range they could afford. (this is who might now NOT buy a non-Tesla and wait for the compact)
I think that second group's a lot bigger.
If it's just a square box on wheels the they'll be disappointed that there's no Compact reveal...
I think a LOT of people will be, given the % still dubious that FSD is ready for driverless anytime soon.
If the stories of "actual consumer compact is now pushed to like 2028" turned out true I'd be seriously looking at moving my $ elsewhere, that'd be like 5 dead years of no growth outside of the second megapack factory unless you think RT Real Soon Now.
Honestly would be better for the whole robotaxi thing to just begin with existing cars, will take years to get it up and running and FSD more widely available, no need for a specific vehicle yet, IMO
Yeah- that'd require a working >L2 system though.
The fact they're NOT turning that on for existing cars tells me they still don't have one.
But then again I don't think Musk thought about this too much before blurting it out on Friday
Agreed.