Tesla Talk 2

There was always cheaper stuff. You could buy ladas and fsos and Skodas in the late 80s, but they were rubbish. The problem is the cheap stuff now is pretty good as western companies rather foolishly never thought the Chinese would do more than churn out their own licensed products!

Tesla “could” have used their prowess to push the game on even further, but didn’t. We are now seeing a late push into robotaxis and humanoids to shore up this epic case of mismanagement. I may be wrong, but I think I’m right!

https://www.trefis.com/data/companies/TSLA/no-login-required/6KVjYUNa/How-Do-Regulatory-Credits-Impact-Tesla-s-Gross-Margins-

Easy to look up if you are interested

No, abandoning the “m2” and the strange hurried robotaxi launch was only last year.

What did I make up? I know margins have dropped recently, the figures linked are up to 2021, the 3 was launched in 2017…..

the figures are mostly to 2019 and even if. There were to 2021 that’s almost half a decade ago… a long time in the ev landscape.

As usual with these threads Cyrus… you are wrong.

I know the original plan was ok. I assume the bits about abandoning the company and hollowing out its resources to buy twitter, start doge, divert resources to xai, etc aren’t in the plan though!

I think that’s a bit ot a generalisation - you can’t just dismiss the opinions of people you disagree with.

You should consider being more of a ‘free speech absolutist’ 😏

Building cars in China is really no different to the 90’s when all the worlds best cars started to come from Korean and Japan. We had a 1986 Datsun cherry that was years ahead of the rest by having a 10 year anti rust guarantee and an electronic choke!

I don’t particularly mind where the cars come from, as long as they are reliable, good value, and can still be easily serviced when 15 years old.

VW have made cars in China since 1985 btw

its an opinion the same as any other, you disagree that people are influenced in this way?

I agree. In general, Elon was a good CEO for the company. However, his antics this last year have made his name toxic. His association with Tesla have made the brand toxic, reducing the numbers sold. He absconded from his role as CEO to play around in politics, and this also affected the company. Now he is somewhat back at the helm, but it is hard to see how the brand can recover from the damage he has done. He has annoyed all the left-leaners in countries around the world. Now he has annoyed the Right in the US with his public falling out with Trump. The company would be better off with a complete rebranding, and someone else being the face of it.

Im not sure how this could be done. Maybe they could split the company, with Elon giving up his seat as CEO in Automotive-Tesla and lead the other tesla projects instead. But I don't believe his ego will let him give that up, let alone share power with someone else in Tesla. He has a history of being unable to share power, as we saw with Trump, the original founders of Tesla, etc.

"It's all about pumping the share price"? I don't see how. Yes you could get away with that once, but if your promise doesn't come good, the share price will come down by at least the same amount. And you will lose your credibility the next time you make a promise and the market won't respond (much) to it

My take is that Musk simply is ridiculously optimistic. Quite likely linked to Asperger's syndrome, which he says he has