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Tesla Talk 2

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Comments

  • Registered Users, Registered Users 2 Posts: 7,812 ✭✭✭maidhc


    I know lots of what I am talking about, I have dabbled in shares for 20 years, and run more than one business of my own with reasonable success. I know Tesla shares were good to people, and good for them, but that’s not a guarantee of anything into the future, maybe you are too young to remember the banking crisis in 2008…



  • Registered Users, Registered Users 2 Posts: 7,812 ✭✭✭maidhc


    but what is the realistic annual spend by someone of taxis (compared to their car, the market Tesla is exiting), for me since getting married having a family etc it’s pretty much nil.

    Regarding the android… slight pie in the sky stuff. I hope it happens!



  • Registered Users, Registered Users 2 Posts: 59,873 ✭✭✭✭unkel


    The global taxi market was a quarter of a trillion $ last year, growing to over half a trillion in the next 5-7 years (that's the most conservative of several estimates I found)

    That you personally never take taxis is obviously not quite relevant here 😂



  • Registered Users, Registered Users 2, Paid Member Posts: 4,901 ✭✭✭...Ghost...


    I don’t know the numbers on Taxis anywhere. I don’t use taxis often, but that’s irrelevant. There is a demand for taxis and that means there is a market. I tend to only use them if going to/from the airport, but plenty of people use them daily or weekly. Think of the long wait times on the weekends in Dublin when you would be quicker walking home 20km than waiting for a taxi. No more getting into a taxi that smells like smoke because the driver thinks opening a window before a fare will be grand! Bring on the robotaxi! Maybe the androids can service them 😜

    Stay Free



  • Registered Users, Registered Users 2, Paid Member Posts: 21,297 ✭✭✭✭Cyrus


    Hard to know where to start with this maidhc so I won't bother suffice to say that just because you don't use taxis that doesn't mean the rest of us don't. I've spent a few hundred this week on the and expensed it for example, nor does one need to be an alcoholic to decide to leave a car at home for a night out.



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  • Registered Users, Registered Users 2 Posts: 7,812 ✭✭✭maidhc


    The relevant metric though is the wages of taxi drivers. There will still be wear and tear, depreciation and profit margins (and Tesla licensing). Taxi drivers are generally not well paid, many are on (or below) minimum wage. I don’t see how there is value being created by robotising their job were it even possible.

    I get the articulation of musks vision with all of its eschewing cars for robotaxis, I just think it’s unachievable , as do many eminently qualified people!



  • Registered Users, Registered Users 2 Posts: 59,873 ✭✭✭✭unkel


    Are you joking? The salary costs are by far the highest cost of running a taxi. It takes at least 4 full time staff to run a single taxi 365/24 with limited working hours, sick leave and holiday leave taken into account. The salary costs will be gone in an unsupervised robotaxi. Whoever gets this to market first and can scale rapidly, globally, will take a huge slice of that trillion dollar market, with an extremely high margin



  • Registered Users, Registered Users 2 Posts: 6,069 ✭✭✭MojoMaker


    10 years ago the idea of a rocket returning from space and self-docking so it can be used again would have gotten you a free pass to the lunatic asylum, yet here we are.



  • Registered Users, Registered Users 2 Posts: 1,030 ✭✭✭JOL1


    Everyone can, and should have an opinion, but drawing in "eminently qualified people" to support a particular viewpoint is hardly persuasive. What qualifications would they be.

    Of course there are many differing viewpoints but if you want to test opinions and generalise, the share price is the best barometer in a functioning market with many buyers and sellers. When looking to this the collective views are there for all to see and the PE indicates that many, like it or not, believe there to be embedded future value in the company for the developments ongoing.

    This score card is there to be reviewed every day and is as "independent" as is possible. Of course you may form an alternative view that the perspectives reflected in the share price are not from those (retail and institutional) who may not have been credited with being "eminently qualified"



  • Registered Users, Registered Users 2 Posts: 4,296 ✭✭✭sk8board


    image.png

    Volumes by country for the first six months.

    I didn’t realise how big the UK market now is, which should help Irish sales as we can take any surplus LHD.

    Ireland was 1,500 deliveries in H1, down 4% YoY, and July in Ireland was down 9% YoY, albeit on tiny volumes.

    after waiting all year for the Juniper sales to save the year, Y sales are actually down versus Jun/Jul 2024. I think we can safely confirm that Tesla has a demand problem in Ireland, like everywhere else.



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  • Registered Users, Registered Users 2, Paid Member Posts: 21,297 ✭✭✭✭Cyrus


    I'd suggest it has a competition problem moreso



  • Registered Users, Registered Users 2 Posts: 7,812 ✭✭✭maidhc


    A competition problem leading to a demand problem… while Tesla have being doing nothing/pretending to develop robotics the ev world has moved on.


    Probably not helped by the fact the juniper looks a bit like a duck billed platypus!



  • Registered Users, Registered Users 2, Paid Member Posts: 21,297 ✭✭✭✭Cyrus


    You'll be safe with those stunning looking Toyotas maidhc and their incredible innovation I'm sure, your hydrogen powered machine is on pre order? I do so enjoy your little forays into these threads with nothing only wind up on your agenda don't you have fields to plough or cows to herd or something more productive to do?



  • Registered Users, Registered Users 2 Posts: 7,812 ✭✭✭maidhc


    I must have been 12/13 when someone last tried to close down a discussion on the basis above.

    i love cars. Spent yesterday at a car show with my son. I can now finally can get back to buying a classic this year after selling my capri (with regret) and w201(with less regret). I spend more money than is sensible keeping my J95 Landcruiser on the road which I have had since 2014.

    I am interested in Tesla and what happens it because it is/was such a disruptor. I am allowed to have a view.



  • Moderators, Society & Culture Moderators Posts: 41,131 Mod ✭✭✭✭Gumbo


    A view is one thing. And completely acceptable.

    But you constantly come into these threads to belittle owners of said cars with your little childish outbursts while in the same breath driving a Camry, RAV4 and aspiring to own an X3 next year, all of which which look like a the back end of a Dublin bus too.

    Genuine views and commentary is far from your childish posts in here, at one stage you thought your Toyota was superior for have rear cross traffic alerts and asking if Tesla even had that, which it does, just goes to demonstrate your knowledge of the subjects your attempting to belittle.

    And I’ve no skin in the game here, don’t own a Tesla, but I do have 2 BMW outside.



  • Registered Users, Registered Users 2 Posts: 7,812 ✭✭✭maidhc


    all I said is a) I don’t think the Tesla share price is justified, particularly as they seem to be abandoning their core market, and b) I think the juniper looks uglier than its predecessor.

    I tend to buy at least one car every 12 months, some are interesting, most like all new cars (Tesla and Toyota included) are as dull as ditch water.

    I could buy an x3 today if I wanted, so it’s not an aspiration thing. I am thinking of going to look at an e30 this evening though.

    And I learned since that my query on rcta on a 3 was a very reasonable question that doesn’t have a simple yes or no answer!



  • Registered Users, Registered Users 2 Posts: 6,069 ✭✭✭MojoMaker


    Starting to sound like that chap who washes his ar*e with a face cloth to save money on using the shower, yet swears blind he "has the funds to buy a new Model S" anytime he wants 🙄



  • Registered Users, Registered Users 2 Posts: 7,812 ✭✭✭maidhc


    I don’t think a model s can be bought anymore in Europe.

    Gong ot here, but it’s not a massive jump to trade a 24 mth RAV4 GR (which is not on pcp/hp) to an x3 or glc or whatever.



  • Registered Users, Registered Users 2, Paid Member Posts: 4,901 ✭✭✭...Ghost...


    Is that really "all" you said? I'm not paying very close attention to your comments, as they just seem to me to be mostly nonsense, but I do try to understand where you are coming from, even if you think my car looks like a duck billed platypus 🤥

    On the TSLA share price, you are entitled to your opinion. I don't agree that Tesla are abandoning their core market. The waters aren't exactly clear and Musk has always had the vision that if you buy a Tesla, you drive it for many years and don't need to change your car every few years. That message has diluted over time, especially with investors demands of more sales. There is also a lot more to Tesla than private cars.

    Looks are subjective. You think the old Model Y is nicer than the new one? Yikes! That's some statement. The old Model Y was never supposed to be what rolled off the production line. The vision was completely different, but because of costs and the production hell of the Model 3, Musk is on record saying he begrudgingly agreed to allow the Model Y to share the Model 3 design, which resulted in a cartoonish stretch and skew of the Model 3. The new MY is much nicer and is it's own vehicle, with Tesla DNA, instead of the late twin that got left in the oven too long.

    Really?

    image.png

    I think the new model comes out on top.

    Stay Free



  • Registered Users, Registered Users 2 Posts: 7,812 ✭✭✭maidhc


    I think investors have destroyed the company.

    i only saw a juniper in the flesh last week, and while the y was never a looker, i don’t think the update did it any favours, the glasshouse looks more out of proportion with the bonnet now.



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  • Registered Users, Registered Users 2 Posts: 6,069 ✭✭✭MojoMaker


    This is where we differ Ghost - the original Model Y still looks like a Tesla - the headlight units are a Tesla family design cue right across the range. The updated MY starts to lose its Tesla definition and moves into the more generic space where at a glance it wouldn't be immediately obvious what brand it is. Hate to draw a parallel with the Xpeng G6 but if you squint your eyes….

    By all accounts it is a better vehicle in several ways - although it doesn't scream this from a test drive - just not sure the aesthetics are among the improved features.



  • Registered Users, Registered Users 2, Paid Member Posts: 4,901 ✭✭✭...Ghost...


    As I said, looks are subjective.

    The X3 looks like an angry rabbit being pushed into its hut.

    The RAV4 GR looks like the Yaris had an allergic reaction and puffed out.

    The Camry looks like they took a 40kWh Nissan Leaf and stretched it out a few feet.

    Stay Free



  • Registered Users, Registered Users 2 Posts: 7,812 ✭✭✭maidhc


    I’m not going to argue any of them look marvellous.



  • Registered Users, Registered Users 2, Paid Member Posts: 21,297 ✭✭✭✭Cyrus


    a glc is half the price of a rav 4 again you have a strange grasp of maths maidhc.



  • Registered Users, Registered Users 2, Paid Member Posts: 21,297 ✭✭✭✭Cyrus


    just looked at your profile for a prolific poster you have a very small percentage of thanked posts and id wager have of those come from the lurking troll that follows you around, it all points to one thing Maidhc, whether you like it our not, you are on the wind up most of the time, its strange behaviour.

    Post edited by Cyrus on


  • Registered Users, Registered Users 2, Paid Member Posts: 4,901 ✭✭✭...Ghost...


    It would be no fun if we didn't differ. The old MY looks like an old M3. It doesn't look like an S, X, or indeed the M3H.

    Look at the new design language and then compare.

    If we delete the light bar at the front of the MYJ (something rumoured to happen in a cheaper model), then it more closely matches the new DNA (at the front at least). Then at the back, with the exception of the light bar, the design language of the M3H and MYJ match.

    image.png

    I think the old 3 and Y had headlight designs more closely aligned to a Boxster than the S and X of the time.

    I haven't paid much attention to the Xpeng 6, but that's some serious eye squinting Mojo 😂. In fairness, with the push for aero-dynamics, we are seeing a lot of similar designs come out. I wouldn't call the MYJ a favourite in design, but I do think it's a lot nicer than the old model. I had a chance to move from a 222 M3 to MY for very little money when the prices dropped soon after my purchase. The extra space and the hatch boot were the attraction, but I just didn't like the look of the car at all and couldn't make the move.

    Thankfully we all have different taste. Otherwise we would all be in the same box.

    Stay Free



  • Registered Users, Registered Users 2 Posts: 7,812 ✭✭✭maidhc


    20/25k over a new Rav… how much of a bath did you take on the etron did you say?

    The frustrating thing from my point of view here is I quite like what Tesla did stand for, I just think it’s all going to hell and can hide my surprise that supposedly fellow car people think driverless cars and half baked humanoids are better than further innovation in the motor sphere.



  • Registered Users, Registered Users 2, Paid Member Posts: 21,297 ✭✭✭✭Cyrus


    I didn't say maidhc or certainly not to you, as I said a glc is half the price again over a new Rav 4 so I'm sure a wealthy farmer with multiple business successes under your belt like yourself sees it as no big jump but for the general car buying population they are completely different segments.

    I had a glc a few cars ago pretty uninspiring so should be an easy adaptation from the Rav albeit it has a much nicer interior.



  • Registered Users, Registered Users 2, Paid Member Posts: 21,297 ✭✭✭✭Cyrus


    Oh and driverless cars are the future, may not be teslas driverless cars but it will be someone's, sooner than you think I'd imagine with the massive investment into Ai.



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  • Registered Users, Registered Users 2 Posts: 27 toolshead


    https://www.boards.ie/discussion/comment/123695844#Comment_123695844

    You are not the only one that shares that opinion. Tesla’s branding has taken a nosedive since Elon became vocal about his views and funded Trumps re-election.

    https://www.reuters.com/business/autos-transportation/teslas-brand-loyalty-collapsed-after-musk-backed-trump-data-shows-2025-08-04/

    Unfortunately its impossible to separate the car from the wan-car.



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