cab
Active Member
I read that tweet as looooooooong term investors (aka: don't expect any kind of positive market reaction after investor day or "status quo" for all of Tesla's "* Day" events).
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I read that tweet as looooooooong term investors (aka: don't expect any kind of positive market reaction after investor day or "status quo" for all of Tesla's "* Day" events).
I think part of it is that this is his entire life. It's all amazing and exciting to him, even more than for us.Hmm.
Is he just suggesting that Tesla being able to ramp to 3 TWh/ year+ is good for mankind, or is he hinting there is more to this than just that?
Musk always lures us into these events with big words then the results are… not exactly disappointing, but perhaps not exactly what we imagined. It’s like there is big, super interesting news, but it’s hyped up like it’s world changing. So when it’s merely awesome you come away kind of frustrated.
Maybe it’s just me. Anyhow. Sounds exciting. But… try to keep expectations grounded.
There are 400+ Model 3s in US inventory right now with most of them appearing to be RWDs, however many physical vehicles that represents
But once inventory clears and 1.5 months of backlog are built up, which probably wouldn't take long, becomes a bit more dicey advertising tax credits that are subject to potential caveats
And that might only be accurate for just over two weeks. (Once the IRS releases the guidance on battery/mineral contents the Model 3 RWD may not qualify for the $7,500 tax credit any longer.)So how many millions should Tesla pay for an Ad that sells 400 cars?
So what does that mean? You could probably say 24% of single equity sales were TSLA as well?
400 inventory listings for specific builds at individual locations omitting duplicates. We don't know how many physical vehicles it represents, but I think it's safe to assume we haven't seen $1k of price cuts on the 3 RWD in the last 10 days ($500 on 03-Feb and $500 yesterday) over 400 vehicles.So how many millions should Tesla pay for an Ad that sells 400 cars?
Benzinga - 4:24 pm ET:
Pepsi Shares Its Experience Using The Tesla Semi: What Drivers Are Saying
I now think that one day Tesla might advertise, but the ads will be:-So how many millions should Tesla pay for an Ad that sells 400 cars?
Messia 3.0
Yeah, I actually rewound to double check who Patagonia guy was... turns out he's Founder/CEO of Freightwaves. They bill themselves thusly:Geez that CNBC video had tons of people just outright guessing. "I would expect the semi to cost..." and "I don't think it can do...".
Patagonia shirt guy was just outright lying. "Unlike Tesla, the competitors have maintenance networks across the country". Uh, hello? Tesla also has a country wide maintenance network! And then he says that a diesel truck has more power than a battery truck. Which is a load of crap (see any diesel truck climbing a hill).
All the battery size specs for Tesla truck competitors were significantly smaller than the Tesla battery and range specs.
The one useful thing I got out of it was that the California air resource board was helping subsidize the whole thing. As was Pepsico to some extent. So don't expect a lot of sales without government support until Tesla can ramp up the Nevada assembly line.
Thanks for digging that up. In other words, he is firmly in the pockets of Tesla’s competitors. Big sigh.Yeah, I actually rewound to double check who Patagonia guy was... turns out he's Founder/CEO of Freightwaves. They bill themselves thusly:
"FreightWaves is a price reporting agency (PRA) focused on the global freight market and the leading provider of high-frequency data for the global supply chain. FreightWaves’ price, demand, and capacity data allow customers to benchmark, analyze, monitor, and forecast the global physical economy."
What's more they have revenue from ads:
"The company also offers information and informed context through the logistics industry’s largest media platform. The advertising-supported media business has a team of over 50 full-time journalists and analysts that deliver information through an online website, streaming TV product, and set of podcasts."
So, haven't looked into who buys advertising from them, but I know who doesn't.
His tact and tone made that obvious (to me anyway).Thanks for digging that up. In other words, he is firmly in the pockets of Tesla’s competitors. Big sigh.
Hmm.
Is he just suggesting that Tesla being able to ramp to 3 TWh/ year+ is good for mankind, or is he hinting there is more to this than just that?
Musk always lures us into these events with big words then the results are… not exactly disappointing, but perhaps not exactly what we imagined. It’s like there is big, super interesting news, but it’s hyped up like it’s world changing. So when it’s merely awesome you come away kind of frustrated.
Maybe it’s just me. Anyhow. Sounds exciting. But… try to keep expectations grounded.
Both cars and storage IMO.Auto may be a struggle this year: choose which to cut in volume x margin
Meanwhile Tesla has been ramping storage.
Hmm, I wonder what investor day will be focused on...
OK. Just watched the CNBC video linked there. Not too terrible in terms of accuracy, also made much of the delays on the Tesla Semi, but their expert made the point that "you give up a lot of power when you switch to electric" and made a vague statement (no numbers) about the huge weight penalty re cargo?Benzinga - 4:24 pm ET:
Pepsi Shares Its Experience Using The Tesla Semi: What Drivers Are Saying
I don’t know what any of those charts mean nor why you believe they represent a breakout. Can you explain it to me like I’m a Borzoi?I sound like a broken record but TSLA and nasdaq composite setting up for a major breakout. Tomorrow’s CPI could be the trigger for major rally. I think we’re headed for $300+View attachment 906920View attachment 906921