Tesla Talk 2

this weeks Elon Inc podcast from the FT covered that fatal FSD crash where Tesla were finally found liable for innocent pedestrian deaths, and they interviewed the court expert witness which was interesting,

she stayed in her lane on the tech, but literally said that for as long as Tesla thinks it to use one single sensor (vision) to drive the car, it’s can’t ever get approval under current reg’s - which might explain Musk’s foray into trumps government. She said Musk is acutely aware of the limitations.

But it might be wrong, and that’s the interesting thing. That’s why I am (a bit) obsessed with Tesla. The stock market is regularly wrong, as you know, and often corrects a small bit, and more times a big bit.

i think the mood music for Tesla and its valuation is not positive.

(I’m not joining Cyrus and gumbo in the rabbit hole, I could make personal attacks too and be offended if someone said something about a bland family car I use as a tool as well, but seriously…)

And you went from a Mercedes to an Audi to a Tesla… next is a Dacia I assume! I assume the watch is gone from an iwc to a Casio! 😆

I never had a w211. I had a few w201s and a w203 alright, but that’s my extent of Mercedes ownership.

Tempted to realise another very quick very sweet profit

Nope not just the shareholders. Also the people considering to become shareholders (potentially the whole world) and even negative shareholders (shorts). All their opinions are in the share price

does it matter? Even though vws value is in the doldrums it has the brands to leverage; the cars are still vws. It can sell almost the same car as a skoda, ad an skoda as an Audi as a Porsche. It can aggressively cut the price of a cupra and not cross contaminate Bugatti... something Tesla can only dream of.

You could also spend it on booze and be guaranteed a good time rather than gambling it any maybe having a good time

I do believe that at some point in the future the TSLA share price will crash. When, I don't know, but it's simply not sustainable for any company to have shares climb as much as TSLA does and not actually have anything much to show for it

Without maintenance, no oil services? 😉

Current motor is in it 800k km afaik. As I said, the early motors in the Tesla Model S had issues. Long sorted since, all the facelift Model S (from 2016) and all Model 3 and Model Y have motors that pretty much last the lifetime of the car with zero maintenance

A fair analysis - the VAG group is huge. Tesla is but one company.

If I am reading this right, you are looking down at somebody for driving a Toyota; instead of some crappy plasticky German keeping up with the Jones' SUV?

You are an angry man!

As an aside I think I only currently own one vehicle per ghosts restrictive understanding of “ownership”, a 23 year old Landcruiser J95 thati have had for over a decade.

I was coming home last night in it and I realised it is probably the closest to a perfect vehicle you could own (at least for a non city dweller): it has adequate power, can cruise at or above the motorway limit with ease, it has lots of space (never needed a removal van!) it’s big, but can still fit in a car park (if you take care) it’s surprisingly comfortable, you can drive it free of annoying “aids”, but still has useful technology like ABS, it can manage 30mpg which isn’t great, but ok and most importantly it will always get you where you need to go and back… even though the ice and floods us non Dublin people have to endure (pulled a fallen branch off the road once, waded through 3ft+ of water to get to school another time)

I know this is off topic a little… but there is no one correct answer to what is a good car and attacking various marques and models because of some perceived enlightenment is odd.