Tesla Talk

3 was always meant as the trial car for mass manufacturing aimed at the nerds who wanted a Tesla (no offence to anyone) and the Y the real cash cow aimed at the masses. If Tesla had done it the other way around, they'd be bankrupt by now. That's where we are at. The 3 will most likely be all but left to die, just like the S and the X

Agreed they can't milk the Y forever, we'll have to see how their plans pan out. The pickup truck segment is very badly served by EVs at the moment with little to change there. The cybertruck could sell half a million vehicles per year in the USA alone, with margins the Y could only dream about. A smaller car? Maybe, but it will get crowded at the bottom very quickly. The Chinese are going to gulp this end up. Most of the other stuff you mention should be a billion plus market each within years except for the Roadster of course, very niche, if we will even see one in the next few years. I'd say it is very low on the priority list. Semi truck could be another cash cow as there is nothing around in the way of serious competition and if the discrepancy between fossil fuel and electricity prices will grow because of not just fiscal pressure but purely an economic move to renewables, transport companies will simply need to buy fully electric trucks to survive

FSD will be the biggest one of all. If I could be a fly on the wall in the Tesla boardroom and could only pick one strategy area I could listen into, it would be this. Whoever wins full self driving will make more money per year from that alone than any car company has ever made from selling cars

That's "Chuck's left turn" - a classic for anyone following FSD for the last few years. These turns in the USA are lethal, LOL, many human drivers wouldn't even take that turn, never even mind doing it safely 😂

It's pretty good now but that wasn't always the case. At some point Musk got wind of the situation and he specifically mentioned "Chuck's left turn" as having been addressed in one of the releases, I think some time last year.

@sk8board - "The issue is that theyre trying to apply logic to chaos theory - billions of possible outcomes for every situation"

Indeed. You simply can't program that out unless you pre-program the entire environmnent in and use lidar, like all competitors are doing. Tesla has chosen the opposite way of getting the computer to act like a human. This is of course far more complex than it sounds. But the good thing is you don't need anything but cameras. Remember the aim here is not perfection and the prevention of every single possible accident / injury / loss of life. The aim simply is to be a lot safer than human drivers.

Pretty identical.

the LHD model S starts at €120k on the Tesla Ireland site, and the taycan & the taycan sport tourismo both start at €104k but will be €120k with options

€120k for a LHD model S is simply ridiculous though

Byd Han might appeal as an S alternative

Personally I think it will be down to how much you are willing to "lose" on it when you go to sell it on. It will be a very niche car to begin with and to add LHD to it you are into tiny numbers. You might even need to sell it on the continent, which wouldn't be unheard of, but messy all the same.

And you change cars quite a bit by the sound of it, so is that short term buy worth the hassle and the money pit that it will be?

Very hard to guess what your possible loss would be though, so only you can weigh that uncertainty against your need to scratch that itch! 😀

Tesla reports Gross Margin, everyone else reports industrial (net) margin. Its not even close to being best in the industry its a misnomer