Tesla Talk 2

And yet no one asked him “so you’re covering the insurance liability”.
God he’s such an absolute liar. It’s relentless 🥱

that’s true, but Tesla still has to ‘eventually’ deliver revenue commensurate to the share price. It can’t just trundle along at a p/e of 190 forever.
Ai players like Meta, Google & Microsoft have similar visions to Tesla on this and have average p/e around 25 today. Tesla is out of sync with the market it’s in (cars) and also out of sync with the market it says it’s in.

Tesla has 3 projects that have delivered massive revenue since its inception:

Model3, model Y, the energy business.

Nothing since 2019

driven economically, the newer battery in the RWD is very efficient, and not far off the older chemistry in the LR battery.

That’s not a bad price on a high mileage car , we had a price listing in the bargains thread a few days ago of the same car and mileage without the performance alloys for €22k

Thanks, RWD might be the way to go I guess. Don't tend to do super long trips usually although in my job I would have a month or so each year where I was on the road.

Obviously this car is sitting relatively comfortably in the battery and drivetrain mileage but would it be prone to any other issues (headlights etc.) that cost me in the long run now that it's out of general warranty? Currently driving a 2020 E-Tron which has pretty much died on me (motor replacement needed) and I'm starting to feel that it's a bit of a timebomb when it comes to repairs costs.

It was in Germany and Belgium and it is very comfortable car for longer journeys. It is very stable and smooth drive on motorways even at 200km/h or in windy conditions. I think though you will miss higher sitting position and ground clearane from Etron.

Is a 2019 Model X a bad investment at this stage? The child inside me would love a gull wing car once in my life and there's a low mileage model x up north that has caught me eye.

At merlins this morning a really bad exterior condition model 162 S70 sold at 13k approx, with all the fees etc that's 14k, someone way overpaid!

Hadn't seen one on the roads for a while and had forgotten how much it looks like a giant Model Y from some angles.

That's nice, the wrap is a personal choice. My own X75 a couple of years ago I sold because the range didn't suit me at the time, I was getting 220-235km of motorway driving from 100% and I was getting home with zero in the winter. Lovely car other than that and I'd have another in a heartbeat as my use case changed.

Well spotted! Yeah if it was the six seater I'd already be on my way north tbh!

The model x as a used car does not make sense. It never did and I spent 70k on mine!

The logical choice is of course a Y as it is newer with less to go wrong and more warranty

Now that we're past that, the X is a completely better car and if the range usually suits I'd go for it. Especially if theres a reliable charger site on route.

Seems a reasonable approach to me not a S***show (to have a Safety driver sitting in a passenger seat) for what is first trials, with emphasis on safety and a feedback loop…it is a "test" phase

https://x.com/farzyness/status/1936875823841296576?s=46&t=HMw5ZVtUzMq4snu7xibMnw&fbclid=IwY2xjawLFQV9leHRuA2FlbQIxMQBicmlkETFmZGY0Y09SYjE1WWJVZDRxAR5FASkK6OZkvFfOiblDxmmlAQfC9X8zjQgOSVuCYg4lXruXqcAgVJYqPpf_xw_aem_Kjq4D7vdIpB5kxbI3p2y5A

They have started and although small scale it is an impressive first start (see embedded link above ) for what is an initial test