Tesla Talk

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

what are the sources of revenue that are ‘in development’?

Again, I stress that this is a 700bn enterprise - meaning any new source of revenue would need to be multi billions annually to help justify the SP.

the future sources of revenue are not clear at all for the next 3-5 years, apart from 3 and Y.

It’s just constant promises and downright lies.

Re your space X pic - the Space X stuff is amazing, absolutely incredible - but it has almost zero bearing on Tesla; musk just wants to associate both companies with each other when one of them has done something cool. Marketing 101.

Musk said the roadster will use space X tech to levitate, right?

Apparently the range extender is after being delayed and the specs have been pulled back a bit.

I think the point being made is that the cars are going stale and they are the main Revenue source. BMW have a clear roadmap to keep people buying and upgrading and always have, they moved from the outstanding e39 to the Bangle cars, then toned things back, and the future is the also roadmapped with the nieue klasse (spelling?). They would be history if they had just kept selling the e39 as good as it was.

Referral credits look to be back in France, Spain and the UK (and possibly other European markets that I didn't check) but not Ireland it seems