lessmodel Y manufacturing cost roughly same as 3?
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lessmodel Y manufacturing cost roughly same as 3?
An auto industry reporter at a major newspaper once told me he thought this and Mary Barra’s insistence on a bet-the-company revenue strategy around pickup trucks, was going to be GM’s doom. He figured GM goes bankrupt around 2022-2023.
Clock is ticking.
Meanwhile Tesla delivered a few more Model 3s in The Netherlands yesterday...
438
and with a Cybertruck that seems made for the harsh and huge environment of Russia's muddy steppa
The Spiciest Russian Memes From Tesla's Cybertruck Launch - The Moscow Times
Sometimes it's educational to re-hydrate aged FUD and see how well it has predicted the future.
Here are some quotes from October 4, 2019, when fund manager Mark Tepper appeared on CNBC.
Regarding TSLA...
“I don’t think it’s going to be worth betting on anytime in the near future,” Tepper, whose firm manages $500 million in assets, said Thursday on CNBC’s “Trading Nation.” “What you have here is you have a company that’s just quite frankly notorious for overpromising and underdelivering, so there’s absolutely no reason to own the stock right now.”
Tepper attributed his Tesla trepidation to a number of factors. From the company’s subpar profit margins to its not-so-hot track record in China to weakening demand for new vehicles altogether, there’s a growing list of worries for investors to navigate, he said.
“The narrative has switched from one of innovation to ... one of survival, so the stock’s going to get whacked every time they miss,” Tepper said. “You’ve got new competitors entering the market. You’ve got Volkswagen competing with the Model 3, Porsche with the Model S, so that’s not going to be good for sales.”
TSLA traded that day in pre-market at 231. This was barely two months ago.
If you are basing that statement off of those two Tweets:
I'd say reporting that an acquaintance spotted a Y in Europe at a service center and sales expansion aligning with GF4 construction
Both companies will eventually figure it out, but fast forward 10-20 years from now my bet is still on Tesla as they’ll have millions of cars on the road ready for deployment. What is Waymo going to do, build millions of cars overnight? 1 million cars @ $50k a piece is already $50 billion dollars.
I think both companies will capture major parts of the robot taxi business initially, but in the end, I think google will get squeeze out of the game as they don’t have a fleet.
I've noticed that most weeks, the most watched Youtube video that have "Tesla" in the titles are either in Russian or in another Eastern-European language. Most seem to feature men who care a lot about masculinity traits, talk about the technical benefits of EV and OTA updates. I've found this quite surprising because the Russian economy relies a lot on fossil fuels, and because Tesla isn't yet officially open for business there. I believe the audience for these videos is well versed in engineering, and recognize that climate change is a critical issue, and that EVs are ready even in very cold climate.THIS.
When the good Putin's friend Abramovich is passionated of electric cars and Tesla
Roman Abramovich Is Buying Up Teslas to Give to His Friends
and with no Tesla retailers or service people import Tesla with a 60% price increase
Moscow Tesla Club - продажа и обслуживание автомобилей Tesla в России
and with a Cybertruck that seems made for the harsh and huge environment of Russia's muddy steppa
The Spiciest Russian Memes From Tesla's Cybertruck Launch - The Moscow Times
you're opening a huge market...
Not when you have a Tesla. It's about the same (or more if you don't have a commute).More miles are traveled within 200 miles of home than outside it.
He should pay me $18 for reading this.Here's Morten's revelations...
Morten Grove on Twitter
Morten Grove on Twitter
View attachment 486995
And assuming that it's supposed to work everywhere (eventually) it also means the maps must be current and up to date--something maps seldom are. The main advantage to the Way/Cruise approach is that a demo case can be made quickly. It's probably not possible to turn the demo cases into a generalized solution.I think the main argument against the Waymo/Cruise approach is that it is very dependent on detailed mapping and Lidar.
The concern is that this approach does not scale well. I.e. it is hard to generalize the specific to whole. E.g., while you might learn extremely well around you bedroom without nary a collision with bed or chair, it may not prepare you for the wider house nor the wider world. Applying their approach to all communities requires fine mapping all of them.