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Tesla Talk 2

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Comments

  • Moderators, Society & Culture Moderators Posts: 41,503 Mod ✭✭✭✭Gumbo


    They seem to be doing well from that alright.
    Thankfully they have stayed away from half arsed hybrids and stick to their guns with BEV. There’s only a Few companies like that around nowadays.



  • Registered Users, Registered Users 2 Posts: 7,816 ✭✭✭maidhc


    no, they just stopped rational new product development in 2020 or so… remember the gigacastings, the 4680 battery development, the model 3, the S…. And now old blather about a boggo spec MY being the best they can actually bring to market.

    The autonomy and robot stuff is pure pie in the sky vaporware to sustain an unsustainable share price. It will go bang, and it’s a shame as Tesla will be looked upon as being the biggest historical upset to the motor industry since Henry’s model T.



  • Moderators, Society & Culture Moderators Posts: 41,503 Mod ✭✭✭✭Gumbo


    Separate the cars from the pie in the sky stuff.



  • Registered Users, Registered Users 2 Posts: 7,816 ✭✭✭maidhc


    I know, but there is no sign of any new cars which is the only saleable thing the company makes.

    Henry Ford lost his way in a similar way, he assumed mild updates of the model T is all anyone would ever want and got a bit distracted building tractors in Cork and creating Fordlandia… His successors got things back on track though.



  • Moderators, Society & Culture Moderators Posts: 41,503 Mod ✭✭✭✭Gumbo


    I hear ya but what are they gona produce? Their cheapest car is already the same price as VW Hatch back offering (ID3). To do a cheaper car they’d have to be mid to late 20’s otherwise the M3 will gobble up the sales.

    They need a hatch back to cement long term grounding.
    but they also need more service centres on the ground to capture new buyers. Like what Polestar have just done in Sandyford.



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  • Registered Users, Registered Users 2 Posts: 13,095 ✭✭✭✭mfceiling


    Anyone have any idea what Tesla pull in every month from the €10 a vehicle charge for the "premium connectivity" package?

    I'm presuming it's a fair chunk of change considering the amount of them on the road worldwide.



  • Moderators, Society & Culture Moderators Posts: 41,503 Mod ✭✭✭✭Gumbo


    Not sure. But there is loads that don’t pay it and just tether their phone.



  • Registered Users, Registered Users 2 Posts: 3,210 ✭✭✭John arse




  • Registered Users, Registered Users 2 Posts: 13,095 ✭✭✭✭mfceiling




  • Registered Users, Registered Users 2, Paid Member Posts: 5,217 ✭✭✭...Ghost...


    Pain in the hoop tethering the phone. I like the access on the APP no matter where car is parked.

    Stay Free



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  • Moderators, Education Moderators Posts: 2,649 Mod ✭✭✭✭horgan_p


    To me the €10 is worth it. I dont think that tethering the phone gives all the functionality that the premium connectivity gives.

    I was surprised that that in the US they can buy an annual subscription ($99) at a discount, but we cant.



  • Registered Users, Registered Users 2, Paid Member Posts: 5,217 ✭✭✭...Ghost...


    Their semi-truck sales are pathetic, but they do/have sold them

    Bots aren't ready, but I don't like popcorn anyway.

    Robotaxis. Don't know what the plan is there. Will it be just a Tesla thing, or will they sell to third parties?

    They do sell solar. Not here, but they sell it.

    I'd say they've done alright so far.

    Stay Free



  • Registered Users, Registered Users 2 Posts: 1,046 ✭✭✭JOL1


    USD 11.2bn in sales/Revenues (Q1+Q2 2025) from energy/storage and services seems a material chunk of sales. Ongoing R&D into the products under development is significant cost but always a ramp up investment period before commercial sales. Whether you believe that these products in development (Robotaxi, Optimus, FSD) have potential is another matter (Share Price and PE seem to suggest others believe embedded potential outside cars) but overly simplistic to say "cars are only saleable things the company makes".



  • Registered Users, Registered Users 2, Paid Member Posts: 21,591 ✭✭✭✭Cyrus




  • Registered Users, Registered Users 2 Posts: 60,153 ✭✭✭✭unkel


    Didn't watch it but this is the summary:

    image.png

    With some tests done in the pitch black dark. Not surprising to me, but might surprise a lot of folk in here who have always claimed lidar is a must thus Tesla's system can never work

    "Make no mistake. The days of the internal combustion engine are definitely numbered" - Quentin Willson, 1997



  • Registered Users, Registered Users 2 Posts: 7,389 ✭✭✭KCross


    it also said…


    “It also didn’t cover all driving conditions, such as adverse weather, where experts say lidar could be crucial, instead of just relying on cameras.”


    The model X also failed that “pitch black” test. I wonder why? 🤔


    So it’s not definitive one way or the other. Just one set of tests.



  • Registered Users, Registered Users 2 Posts: 337 ✭✭reaction238


    Yeah €10 is an amazing price, anything more and it wpuld make you think.

    I used fo thether on my Skoda because it was something like €30 pm with a ridiculously low data limt of 5gb or something.

    I'm very happy to pay €10 to ve able to just get on the car and go.



  • Registered Users, Registered Users 2 Posts: 81 ✭✭The 1922 Committee


    With 0% tariff I see no point keeping German plant open. Maybe maybe model 3 price might go down but brand is toxic now



  • Registered Users, Registered Users 2 Posts: 60,153 ✭✭✭✭unkel


    image.png image.png image.png

    Bit of overlap sorry, didn't know an easy way to neatly merge that

    And remember this was a test done in China. By a Chinese organisation. Extremely unlikely the non-Chinese cars would get a positive bias 😂 Pity not more non-Chinese EVs were tested

    Xpeng G6 is about the best excluding the Teslas. I drove it myself testing the ADAS and found it shockingly bad (apart from that a very good car)

    "Make no mistake. The days of the internal combustion engine are definitely numbered" - Quentin Willson, 1997



  • Registered Users, Registered Users 2 Posts: 6,527 ✭✭✭MojoMaker


    Sales are up though, so maybe this toxicity you speak of is actually driving more Irish customers to the brand?



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  • Registered Users, Registered Users 2 Posts: 6,527 ✭✭✭MojoMaker


    Yes, however we live in a local context. The brand is clearly not toxic in Ireland, and bizarrely that seems to annoy some people.



  • Registered Users, Registered Users 2 Posts: 81 ✭✭The 1922 Committee


    Demand from Ireland and Norway won't keep a billion euro plant busy and the Chinese haven't even started targeting Ireland yet..they are working on larger markets in Europe first



  • Registered Users, Registered Users 2, Paid Member Posts: 21,591 ✭✭✭✭Cyrus


    thats not a tesla only issue, arguably tesla are much better equipped to battle with them than the legacy auto manufacturers.



  • Registered Users, Registered Users 2 Posts: 13,911 ✭✭✭✭Red Silurian


    I'd say it's minimal enough or even a break-even product to support the standard connectivity. The cheapest phone plans we have here are about €15/month but Tesla would get a bulk discount and I'm not sure what they pay google for the satellite maps view or the traffic updates but it's probably about €1/car so as long as their deal with the Dutch service provider is less than €9 Tesla are in profit



  • Registered Users, Registered Users 2, Paid Member Posts: 1,550 ✭✭✭jlang


    I let the premium connectivity trial lapse and said if I felt something was missing I'd start paying. A year later, still haven't seen the need and the thought of grok getting turned on is putting me off even more. The only thing I ever use the voice interaction for is as a party trick to open the glove box.



  • Moderators, Sports Moderators Posts: 18,504 Mod ✭✭✭✭slave1


    They included live traffic updates last year in standard connectivity which reduces the need for a sub, if you don't listen to podcasts or spotify then there's little a phone cannot do apart from satellite view

    My stuff on Adverts, mostly Tesla Pre Highland Model 3

    Public Profile active ads for slave1



  • Registered Users, Registered Users 2 Posts: 1,046 ✭✭✭JOL1


    A quick summary of differences ..some of these (not all) can be accessed by tethering phone via hotspot

    Screenshot 2025-07-28 at 12.51.11.png


  • Registered Users, Registered Users 2 Posts: 4,451 ✭✭✭sk8board


    Tesla Ireland sales are up 27% and Irish EV sales are also up 27%.
    it’s only 900 vehicles though, and they have 2 recently refreshed models.

    They’re now the 21st best selling car brand in Ireland, which is a record high I think.



  • Registered Users, Registered Users 2 Posts: 60,153 ✭✭✭✭unkel


    Christ, already pretty much back up to what it was before the bad news results from last week. Will I ever be able to buy these again?

    image.png

    "Make no mistake. The days of the internal combustion engine are definitely numbered" - Quentin Willson, 1997



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  • Registered Users, Registered Users 2 Posts: 4,451 ✭✭✭sk8board


    Tesla will obviously be sucked up in this meme cycle, but even that aside, you could see from the numbers behind last weeks 9.5% gap downwards that it didn’t have any momentum to continue.

    Tsla is back to level on the 1 week chart. If ever you needed proof that there are no Tesla shareholders who care about manufacturing cars, this past week is it 😀



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