DanCar
Active Member
Video says BYD sales numbers are bogus, quality is very bad, and lots of fires that aren't being reported.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Krugerrand
Meow
Yeah, you kind of implied it. They’ll do it when they believe they need to, that’s when. My guess is never.
Artful Dodger
"Neko no me"
The following twitter thread from Jan 27, 2023 explains the Megapack business model: (the full thread is also included at TMC in my comment above)
Cheers!
FastEddieB
Member
Sometimes we pitch in and pick up our granddaughter at elementary school. The slightly older kids who direct the right children to the right cars sometimes jockey to get “the red Tesla”, proud of the fact they know how the door handles work!
Bear in mind, here in E TN Tesla’s are not as common as some other parts of the country, but are now far from being rare.
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2daMoon
Mostly Harmless
It could be because the margins are based upon product that was sold a year or more prior and are just now being delivered.
Edit: Watching the Brighter With Herbert interview of Bradford Ferguson he mentions how the contract for payment on a Megapack may be structured to pay out in parcels over a period of years. Something else to consider.
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Olle
Active Member
It's because many people are afraid of success (impostor syndrome) and feel that they don't deserve to make the right decision for themselves. A Tesla is already heads and shoulders above the competition in value, performance and utility, se we can't possibly deserve it. The more obviously correct, the scarier a decision can feel. It's more comfortable psychologically safer to pay a little more for a worse car = a non Tesla EV.
Advertising would just exeacerbate the problem.
I think the main thing that needs to be communicated to John Q. Public right now is the massive price drop.
One place that, perhaps we all agree that could happen, would be in the Vegas Loop.
All the screens in there (being mostly redundant to the operation of the vehicle) should carry the message
"This car available right now on Tesla.com for $x"
(edited for typos)
One place that, perhaps we all agree that could happen, would be in the Vegas Loop.
All the screens in there (being mostly redundant to the operation of the vehicle) should carry the message
"This car available right now on Tesla.com for $x"
(edited for typos)
I'd suggest that right now there is not enough volume so factory cost is a bigger percentage than it will be in the future.
$2 million is the amortized price point for 10 units with installation.
At quantity of 100 the units on their own are $1.7 million for 2 hr and $1.6 million for 4hr.
Order Megapack
EVNow
Well-Known Member
Beware of FUD, Tesla or BYD.
This is an interesting reality. The businesses are just fundamentally very different. For Starlink, the supply is more or less uniformly distributed across the globe. For Tesla, supply is more or less fungible with regard to geography.
I disagree with @unk45 in that in certain parts of the first world and in certain verticals, Starlink is very well known by normal folks and the dishes are excellent marketing tools. Word of mouth is quite strong. Many of those areas are opposite to where Tesla does good business right now. I expect that to change once Cybertruck starts rolling out. Cybertrucks will be hard to miss on the highway and lest we forget, controversy over styling is good for sales.
It is a sad fact that in a good portion of the first world, people agonize over shopping for broadband more than they do over shopping for cars. In those areas, there is Starlink undercapacity and there are no ads. In fact, Starlink has been raising prices in order to shed demand, despite that Starlink will continue to add capacity at a furious clip. In other areas, like where you live, there is Starlink overcapacity. Starlink will try to hard to generate demand in your neighborhood.
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Pfft, any of us can do this. Good headlines : TSLA goes down. Bad headlines : TSLA goes down.
DanCar
Active Member
In the stock manager industry this is called sentiment analysis. Money is made by one model being 5 ms faster than another and being able to trade that quickly.
Artful Dodger
"Neko no me"
It remains to be seen whether the IRA will survive the US debt ceiling negotiations. Another reason for now to invest in Canada.
So why does Apple advertise and spend billions per year on Ads? Is that because Apple lacks brand awareness. Does Toyota lack brand awareness? Everyone knows all the established brands. Amazing how people justify their opinions.
Interesting video from Steven Peeters who often reports about UNECE regulatory progress regarding self driving cars (relevant for Europe as US doesn´t follow UNECE). It is already from March 12 but had missed it.
He reports that after it has been allowed to drive below 60 km/h on the freeway without driver attention for a while (basically driving in traffic jam conditions, Mercedes was the only one to make use of this), this has already been increased to 130 km/h (without lane changes and only in good weather though, but still, you could get in the right lane and start working for hours if your car had an approved system).
It also seems as if they are working on making FSD on city streets a possibility, and not bit by bit but all at once at some point in the future. They will take their time I guess but good to know they are now actively moving in that direction.
EDIT: There is actually already a timeline, seems like they plan to have the draft ready next year, has to be voted on after that probably and converted into local law, but not too bad:
He reports that after it has been allowed to drive below 60 km/h on the freeway without driver attention for a while (basically driving in traffic jam conditions, Mercedes was the only one to make use of this), this has already been increased to 130 km/h (without lane changes and only in good weather though, but still, you could get in the right lane and start working for hours if your car had an approved system).
It also seems as if they are working on making FSD on city streets a possibility, and not bit by bit but all at once at some point in the future. They will take their time I guess but good to know they are now actively moving in that direction.
Steven Peeters said:
EDIT: There is actually already a timeline, seems like they plan to have the draft ready next year, has to be voted on after that probably and converted into local law, but not too bad:
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JRP3
Hyperactive Member
Thankfully that puts them in the minority among their peers.
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