Not saying the poster is correct, but $20grand worth of add ones doesn’t sound wrong to me. Starting price just makes the cut off with the government. Add on extra cost interior colors, ramp in lift gate, off road wheels ,tires extra ac outlets, class 3 hitch and you can get to $100,000 easy.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
He was very knowledgeable and experienced!
He was saying two things about Toyota: the market has deemed them as being able to survive the transition (market cap, only car company to increase in value around 5% per year - less the S&P 500 though, so he said not a long term asset to hold), and that their real strength was being a low cost leader in production and supply chains.
The rest of the interview was definitely worth a listen. He really understands the car industry. Probably the best I've seen from an institutional perspective.
The Reddit post has many issues.
Regardless of that, hardware features as shipped from the factory are included in the MSRP that determines Clean Vehicle Credit eligibility. Tires, (paint), lift gate, hitch, etc would disqualify a $80k vehicle (unless added at the delivery center).
Since all three manufacture in the EU also, as does Tesla, this might just accelate those efforts. Geely, with Volvo and London, might have even less problems than the others. This looks like the leading salvo to produce, say, MG in the EU.
Artful Dodger
"Neko no me"
That news came out on Friday:
Tesla not included in EU probe looking into China’s EV subsidies: Report | DriveTeslaCanada.ca (2023-10-27)
Stretch2727
Engineer and Car Nut
Overall good interview and points but I just don't buy the Toyota point.
He was using Toyota market cap as the reason they will survive. The reason they have a large market cap is they are the low cost producer of ICE vehicles.
The market was wrong with Tesla for so many years (2013-2019), the market maybe currently wrong with Toyota.
Who would actually invest in Toyota given that they will likely only see declining sales moving forward?
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Artful Dodger
"Neko no me"
Agreed. Everyone is focusing on the Toyota part. The rest of the interview was great and worth a listen!
jkirkwood001
Active Member
Good thought, but I disagree. I doubt they will be customer-facing at first. Too easy for customers to maliciously trip the bot or otherwise express anti-Tesla, pro-worker sentiment ("haha! Sorry! hahaha!")
Widespread expectation they'll start with menial, non-time-sensitive tasks in a Gigafactory. After that? Maybe dangerous (fumes, radiation?) or unliked jobs (sewage)..?
Random thought: I was babysitting my 3 yo grandson last week. He loves construction sites, and there's 4 within walking distance of my home. Imagine the opportunity for Optimus "extensions". Imagine Optimus operating a construction crane (can work non-stop plugged in, no bathroom or lunch breaks with climbs up and down), and can interface with remote cameras and ground-level distance sensors to more accurately place objects being lifted (and reduce labour required).
I realize it's not a likely early contender, but the idea is that Optimus can a) be powered when non-mobile and b) integrate remote sensors better than a person is a powerful use case. I'm sure there's better examples of this than a crane operator, but you get the idea.
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Hot off the press; out of spec, THE best when it comes to EV reviews. He’s the OG (sorry Tesla bjorn)…with EV reviews.
TL;DW. ”Highland model 3 is the best car in the world”. Shocker, I know.
TL;DW. ”Highland model 3 is the best car in the world”. Shocker, I know.
I agree. It was a good interview, BUT his faith in Toyota seems misplaced to me. Toyota is behind the transition, and just because the market values them highly today does NOT mean Toyota can transition to EV's in an effective manner. And if they can't make the transition then Toyota's future is very bleak.
Also, Nick states how he does not like it when auto makers try to diversify and do things other than make autos. Tesla is different than what other OEM's have tried in the past though. Tesla is very vertically integrated and all of their non-auto projects link together to the rest of their business in multitudes of ways.
Thought provoking interview, but I do have issues with some of Nick's reasonings.
Positive but relatively small and delayed effect (most aid is from inventory, so effect delayed until rebuild happens).
We go to a Sushi restaurant that uses these. They deliver the appetizers which you take off yourself and server deliver the Sushi.
Interesting, but not sure about your conclusion - from the article:
I would draw the conclusion that this is especially unfair, even if an automaker would be found to not have gotten subsidies in China, he would be subject to the same duty when importing to the EU
. I guess this is probably a result of the fact that duties are usually applied to imports from a certain country, not for a certain manufacturer.
2daMoon
Mostly Harmless
Well, at the current discounted price I HAD to do something. The couches had been picked clean and the local banks seem well protected, so I've gone ahead and made the transfer of shares from the IRA Rollover account to the IRA ROTH.
After thoroughly researching the angles based upon the SSA and IRS playbooks there is an easy way to tally how many shares a retired person in the US with no income can transfer and avoid being taxed on the "income" when moving the shares out of the Rollover account.
The simplest solution is to determine the number of shares equal in value to the holder's IRS Standard Deduction at the current SP.
I've set an alert on my calendar to remind me to do this again next year.
More details and a place for discussion can be found HERE.
After thoroughly researching the angles based upon the SSA and IRS playbooks there is an easy way to tally how many shares a retired person in the US with no income can transfer and avoid being taxed on the "income" when moving the shares out of the Rollover account.
The simplest solution is to determine the number of shares equal in value to the holder's IRS Standard Deduction at the current SP.
I've set an alert on my calendar to remind me to do this again next year.
More details and a place for discussion can be found HERE.
By practical are you excluding the initial applications in Tesla factories?
You sound a bit like Audubon here
... Friendly reminder to stick to simple language for me and others who did not grow up speaking English.
Yes. I mean applications that would directly generate revenue for Tesla.
I think the perfect initial application for Optimus would be something that replaces a lot of human labor and is easy to train for.
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