You guys REALLY ought to STOP copying the US RIGHT NOW!
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Please no further posts on this subject.
Krugerrand
Meow
Let’s stop pointing this out until end of day. Ok? Because don’t look now, but -
The great thing about this likely occurrence is that all these peripheral industries will each attract the best of the best, all for Tesla to tap at will for the best technical advice on the planet, illustrating yet another way in which Tesla stays on top.
JRP3
Hyperactive Member
And ended with a market crash and a depression. Did Elon forget that part?
Panasonic turns to JB Straubel's Redwood for recycled battery materials to supply Tesla Giga Nevada
Panasonic announced that it is going to purchase copper foil produced from recycled materials by Tesla co-founder JB Straubel’s Redwood...
electrek.co
Not to start a dumpster fire of a topic in this thread, but 2024 and 2032 seem like pretty interesting years...namely, how is the pace of disruption of human progress (via technology) going to affect society and the economy?
You have AI, way more energy consumption and utilization than ever before, space travel, 5g, etc.
/me runs
That looks promising: Giga Berlin Model Y seem to overflow on the parking lot 
Giga Berlin Brandenburg Model Y
Spot the new crimson red one
Giga Berlin Brandenburg Model Y
Spot the new crimson red one
That looks promising: Giga Berlin Model Y seem to overflow on the parking lot
Giga Berlin Brandenburg Model Y
Spot the new crimson red one
hmmm... I'm skeptical this refers to a Berlin model Y vs an imported one, but you never know given the picture above.
Any progress on permitting to start production? Sorry. I’m not up on this stuff. We are very small long term investors so don’t follow the scuttlebutt as close as we should.That looks promising: Giga Berlin Model Y seem to overflow on the parking lot
Giga Berlin Brandenburg Model Y
Spot the new crimson red one
Pezpunk
Active Member
The last ten approvals were all billed as "final approval" so i would take any approval news with a grain of salt, and simply wait for news of actual deliveries taking place.
Nikola Stock Rises on Deal to Sell 10 Electric Trucks to USA Truck
The companies said USA Truck plans to purchase 10 BEV trucks from Nikola and dealer Thompson Truck Centers.
www.marketwatch.com
The last line is a howler
but... what the $F?
TheTalkingMule
Distributed Energy Enthusiast
What world are you guys living in thinking "investment" taxes are lower here than in Europe?
Can we discuss this on one of the dozen tax themed threads?
It’s part of the market’s rotation into has-beens
StealthP3D
Well-Known Member
That's actually a pretty good article that gives me more confidence in a faster death to ICE sales. It might even scare some TSLA investors who don't understand that Elon has been anticipating this onslaught of new EV's from other manufacturers for some time and it's actually coming later than he anticipated. And future news stories will be technically correct when they keep reporting how they are eating into Tesla's (EV) market share, even while they fail to mention that Tesla's market share of the automotive market continues to grow at a breath-taking pace. Tesla will probably fall to around 20% EV market share during this period.
But the real interesting thing happens around 2027-2029 as EV's grow toward 70-80% or more of sales and the EV market is no longer production constrained. This is when it becomes apparent that Tesla's continually increasing production is not threatened by legacy players who have a higher cost to produce. Tesla will continue expanding production and lowering prices in order to find homes to all of them. This will pressure any legacy players that are still in business to either lower prices or cut production, either of which would be fatal.
The exact timing of this is impossible to predict and it completely ignores the possibility of autonomy, but I don't see any way it will not happen. Preventing this would require legacy auto catch up to Tesla in terms of cost to produce or they will be relegated to niche status, with low volume, high priced prestige models, at best. How can legacy auto reduce their cost to produce to anything even close to Tesla when they have huge debt and pension obligations, higher battery costs and lower EV production volumes? Tesla's manufacturing innovations are on top of those advantages. I left that for last because some people think legacy auto can copy Tesla or develop their own innovations to reduce costs, however I think that extremely unlikely.
And all of these cost advantages that go to Tesla are before we consider the metric more important than "cost to produce" which is "cost to deliver". That's where Tesla's lack of a dealer network further reduces costs and inefficiencies. Remember, the important number is how much it costs the consumer to buy a transportation solution. How can legacy auto prevent high dealership markups when dealerships finances have already been gutted by lack of service revenue from ICE sales?
Maybe legacy auto can advertise their way out of Tesla's cost advantages? Wait...maybe they can stop advertising to reduce the total cost to deliver?
They must have released a new drawing of a future prototype....
Great to see some companies like Redwood leading the way in recycling. It may not be a necessity yet, but sooner or later it will be.
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