Tesla Talk 2

do Tesla ever talk about the Semi on these results calls any more? Lest we forget it was announced 9 years ago!

It’s hard to think they have any interest in low volume vehicles, large or small. The Cybertruck would have been cut last week too except for the resulting furore. Anyone who was there on Jan 6th and wanted one now has one, or can get a very low mileage one cheap.

Selling the car division is an interesting thought - but isn’t really a runner if they need the plants to build robots. I assume the Mexico plant never got built, and perhaps the China and German plants could be sold.

Edit- it was only 2024 that analysts suggested Tesla’s target of 20m vehicles by 2030 was impossible and that 10-12m was more likely 😀. How time flies.

Even VAG won't build cars in Germany due to labour costs and aggressive Unions. China has huge overcapacity. Those assets are worth very little if you need to liquidate them.

I could tell you at length why I have a large amount invested in VOW3 and nothing invested in TSLA but that isn't what this thread is about.

I don't understand how anyone could read, let alone use as a reference, any article on Tesla written by Electrek, or at least by Fred Lambert.

PV, they may be gearing up to supply XAI/SpaceX for the million AI satellites and maybe seeing that there will be a large demand for PV on Earth also. America and Europe are going to have to scale up PV installation to catch up with the rate that China is installing.

As I understand, Musk sees autonomous cars as a given in a few years time. It will cost in insurance to drive as a human. He sees the current use of a car by one individual as very unproductive as it sits on a driveway or in a parking location for 90% or 95% of the time. He thinks cars will be more of a utility service. The financial model would be that whoever owns the car is treating it as business capital generating an income to cover the cost of ownership plus some profit. So owning a car for one's own use will be costly and unnecessary in such an environment.

It might be like the equipment that car garages use. Some people do work on their own car and have a lot of equipement to do the job well, but most people rely on car repair as a service, not having their houses filled with expensive space-consuming stuff you only need occsionally.

Yes he does come out with outlandish statements and overly optimistic timelines he is also the most successful man in the world so this thing of people calling him and idiot and everything he says is nonsense is laughable, I read more comments last week about how Mick o leary owned him and how he wishes he was half the business man o leary is, jesus wept.

It does matter. Think about the kind of incidents that get reported to the police, generally fairly bad crashes or collisions of cars travelling at some speed. I recall one of those incidences being where a robotaxi rubbed against a car in a carpark. You'd need to drill down into the details to make like-for-like comparisons and I would very much doubt the honestly of Frank Lambert in that regard. An insurance company has analysed the data on FSD and is reducing the quoted insurance premium as a result. That would be a more reliable source.

You should look at the NHTSA's csv file. Compare the number of incidents for Tesla and Waymo over the same time period. In Austin in that period, Waymo had 32 incidents with 5 being over 20 mph vs Tesla 9 incidents with one being over 20 mph.

I get paid dividends consistently unlike Tesla investors and I don't get exposed to pie in the sky like wirecard or tesla.which are baked in to baskets of shares due to them being present in an exchanges or ETFs. Of course I maximiser my pension funds first. I also get to avoid exchanges like France which are very anti small investor and avoid currency risks. I can understand why a skittish investor might stick with the perceived safety of the herd but don't realize the herd is being farmed for the benefit of others.

SU7 is outselling model 3 in China now and we can expect the YU7 to surpass the model Y by end of year. With unit volumes reducing in US and China there is plenty of space to close Grünheide. If Musk doesn't see Tesla as a car company any more then pride won't force him to keep the factory open. Disimproved dollar euro rate might be Last Nail in the coffin for that factory.

I did look at the PDF before posting. The figures seem off. Even comparing GAAP and non-GAAP raises questions.

Paynent of Dividends is not a barometer to determine sucess, as many investors favour capital growth. You mentioned earlier your preference for investing a "large" amount in VOW and not Tesla, which is everyones perogative depending on your views and(or)rrisk appetite . VW is certainly more stable and Tesla more volatile but the figures for return on investments are also stark (Past performance not a prediction of future etc etc . Da

ta is data

Even as a re-reg it's irritating.

How do all those factors compare to the difference in capital appreciation?

No mention of vws frankly unsustainable debt levels unless something drastic changes .

According to Bloomberg their competitor, Waymo is seeking an additional 16 Billion in funding. Waymo are further advanced than Tesla and still need a ton of money to advance to market. Tesla has limited cash reserves and current investors will be undermined if more shares are issued but if course they will vote it through otherwise Elon will throw a strop and threaten to leave again.

VAG are the largest player in the European EV market. They are executing on their business plans. Tesla as an automotive manufacturer is dependent on two aging out models with low margin and staring in to the abyss.