Tesla Talk

There are very few EQB’s on the road anyway but it might attract folks that have something like an ICE S-Max etc.

that’s not my experience. We’ve had Renualt Grand Scenics, and VW Touran. Pop up seats are perfect for carrying extra kids for play dates. Going to sports etc.

I think the 7 seat would be very popular with families who have young kids. And don’t want a actual 7 seater.

Grand scenics and Tourans have high rear roofline, that's why the 7 seats works ok.

Different in the MY

That’s true of large vehicles with long high roofs like the Grand Scenic and the Touran - however the Y is too small for 7 seats, has a sloping roof, and Tesla has simply plonked the pop ups in the middle of the boot like an old merc or Volvo estate. They’re for small children at best, and with the weight reg’s on child car seats, isofix and booster seats, you’re going to be limited to specifically 7-10 year olds at the very most, and need to be happy with their head being against the ceiling glass above them and rear window right behind. The online videos are laughable - It barely passes any level of insurance or safety standard.

Let’s be clear - Tesla have released this latest variation of the Y to boost sales ahead of a refreshed model at some point next year.

My understanding is that it's 2.5k option before VRT. Cash price is adding 2688. I'm kinda on the fence for it's usefulness but if I put it in balance with quicksilver I'd probably opt for the seven seats option. I see in the states white is premium now

Q: have Tesla delivered anything commercially successful at all since the Y in 2019 - And with what we currently know for the next few years, could they go 8-9 years without a new commercially successful product?

they’ve announced a tonne of ‘stuff’ over the years, but nothing that could be considered delivered and commercially successful, I think 🤔

(I wouldn’t consider the Semi or the cybertruck to be ‘delivered and successful’; yet anyway - and R&D/capex costs are unlikely to ever be recouped - they’re really just halo products)

Maybe the SUC is a commercial success, but it’s hard to know, and it far predates the Y announcement in 2019.

you didn’t read that at all did you? 😂

You saw someone question Tesla and you jumped right in

I said “have Tesla delivered anything commercially successful since the Y in 2019”

OF COURSE the 3 is also a commercial success ffs - absolutely no one would say otherwise - alongside the Y. Both contribute 90% of the revenue of a 700bn enterprise.

The energy dept contributes almost all the remaining 10%, and theres some leasing and carbon credit revenue - all pre 2019.

My question was simply that the most recent of those commercial successes is the Y, 5.5 years ago.

There’s nothing in the pipeline that we have visibility of, for the next few years. All the projects and concepts are niche/luxury products - not mass market commercially successful things that a 700bn enterprise needs to be churning out almost annually

Your question is framed in a negative way. By any objective standards Tesla has continued to grow "commercially" since 2019 and have a number of new products in development (mixed views are to be expected). Their existing product range continues to evolve - Mod 3 Highland (significant change and improvement to previous Mod 3), Mod Y scaled to achieve the status of the worlds best selling car 2023 (and due a refresh Juniper to enhance its attraction), Tesla charging tech/connectors being adopted as the standard by most other Automakers in US, with ability to commercially leverage their SUC network (post 2019) all contributing to commerciality reflected in Revenues. Ford got 47 years out of the Ford Fiesta and the car (same name) was commercially successful but nobody could argue it was the "Same product" I would be surprised if the lower cost smaller EV does not feature in its line up in the near term, broadening their market appeal to different segments. Over the next 8-9 year window I suspect there will be more products/enhanced products introduced - some in the offing and some not yet conceived.

pointlessl

What do you think Tesla is about? You seem to think it is a car manufacturer?

https://arstechnica.com/ai/2024/10/llms-cant-perform-genuine-logical-reasoning-apple-researchers-suggest/ i'm not so sure about robotaxi

Exactly - they trade at 8-10x a car manufacturer - so they’re definitely not a car manufacturer; however the non-car revenue strategy just seems to be a wheel of fortune spinner.

Investor sentiment relies on events like last week to show what the future strategy is - genuinely no one believed a word of what they showcased.

concepts and promises