It feels like all of musks other business could align and take over everything, sort of like Go strategy
Tesla posts big loss, cuts production of Models X and S to catch up on Model 3
201–210 of 318 posts
Re: Tesla posts big loss, cuts production of Models X and S to catch up on Model 3
#202What is the main practical selling point of a model 3 over, say, a leaf? Longer range and that's it? Good thing tesla has a lot of vertical investment in batteries. The market is very competitive.
have you heard anyone say they wanted a leaf?
I have a leaf and I'm really happy with it. I'd like longer range but it hasn't been a real problem.
Re: Tesla posts big loss, cuts production of Models X and S to catch up on Model 3
#203SeekingAlpha predicted this a few weeks ago: https://seekingalpha.com/article/4114125-will-tesla-zero-mon... "Leading up to the end of September, we saw new-high Model 3 VIN numbers in the wild almost every other day, culminating in number 521. But since the beginning of October, nothing. I can’t find a single one above 521 with VIN picture evidence on any forum. It’s unlikely to end up this way, but the sole evidenc…
seeking alpha is a user contributed site. they don't predict anything. their authors do. and most off them have terrible track record and are trying to push their newsletters , funds, and other crud on an dwindling supply of dumb mom & pop investors who read the site
I'm not sure at this point, but they used to allow anyone to write articles. You were paid based on pageviews. I put their analysis of companies right up there with Marketwatch headlining a big crash everytime there is a down day in the markets.
Re: Tesla posts big loss, cuts production of Models X and S to catch up on Model 3
#204What is the main practical selling point of a model 3 over, say, a leaf? Longer range and that's it? Good thing tesla has a lot of vertical investment in batteries. The market is very competitive.
> What is the main practical selling point of a model 3 over, say, a leaf? Much better value, larger size, better fuel economy, more conventional, more power, more range, and superchargers. Cost per mile of range: $200 for the 2018 leaf, 132 for the Model 3. 147 hp vs 258 hp, 10" of extra length and 6" of extra width, over twice the range at less than half the capacity. The Tesla is way superior to any other electric…
I can't imagine a expensive hatchback by Nissan is on most people's wishlist.
Re: Tesla posts big loss, cuts production of Models X and S to catch up on Model 3
#205Disclaimer: I own Tesla shares. Tesla has a long history of taking far longer and far more money to achieve a goal than they forecast. They don't show signs of adjusting their forecasts based on previous misses. For the last couple of years the market has given them a pass for that when the market has punished other companies for far less. Tesla has gone to the well again and again to raise money. One concern is that…
> Disclaimer: I own Tesla shares why do people do this? it is not relevant, helpful or required in order to comment. Anyone with a NASDAQ index fund in their portfolio or 401k has at least one share of Tesla...which is basically everyone here
It's just to be honest that you're not hyping up a stock for a pump and dump scheme (see some cryptos). But you're right it doesn't really matter for such a big/liquid stock like TSLA
For what it's worth, Disclaimer: I own Tesla Shares :)
Re: Tesla posts big loss, cuts production of Models X and S to catch up on Model 3
#206Earlier quoted context omitted.
What does it mean to "outsell" something when that something is backordered into the foreseable future? Personally I will wait until Tesla goes bankrupt before I buy a bolt but I'm still betting that, despite Tesla's lack of ability to predict their own production capability timeline (uh hello, pretty much every tech company that ever existed), that I won't have to.
Preorders are a liability.
In Tesla's case, no. Tesla preorders don't come with a price guarantee, and either the buyer or seller can cancel. It's really just an option on a delivery position.
Now if Tesla had locked in the price on preorders, they'd be in big trouble.
Re: Tesla posts big loss, cuts production of Models X and S to catch up on Model 3
#207Earlier quoted context omitted.
”Some lines are at only 500 cars a week.” That sounds better than what Tesla claims. http://files.shareholder.com/downloads/ABEA-4CW8X0/549293785... (emphasis added): ”Other lines, such as battery pack assembly, body shop welding and final vehicle assembly, have demonstrated burst builds of about 500 units per week and are ramping up quickly.” If you can do burst runs of 15 km/hour, that doesn’t mean you can run a th…
"Tesla may have a fantastic future ahead of it, but it also may fail spectacularly fairly soon, or just have a decent future ahead of it that doesn’t warrant its current share price." lol. "it might go up, might go down, or might stay the same!"
Hey at least you know it's not certain to be only one or two of those options.
Re: Tesla posts big loss, cuts production of Models X and S to catch up on Model 3
#208Earlier quoted context omitted.
seeking alpha is a user contributed site. they don't predict anything. their authors do. and most off them have terrible track record and are trying to push their newsletters , funds, and other crud on an dwindling supply of dumb mom & pop investors who read the site
I'm not sure at this point, but they used to allow anyone to write articles. You were paid based on pageviews. I put their analysis of companies right up there with Marketwatch headlining a big crash everytime there is a down day in the markets.
SeekingAlpha (along with ZeroHedge) correctly predicted 500 out of last 2 economic recessions.
Re: Tesla posts big loss, cuts production of Models X and S to catch up on Model 3
#209Earlier quoted context omitted.
What would failure look like? Worst case outcome to me seems that they would just take longer to get to their goals rather than not achieve them at all. They have enough money in the bank and no unsolved technical issues - it's not black hole physics. I mean they've delivered cars already. They just are slower than expected at scaling up.
The production line is the ultimate in multiple single points of failure, and Tesla has exacerbated this by using advanced automation. [0] Advanced automation promises great benefits, including reduced headcount and more repeatable (and thus higher quality) processes. Advanced automation has some pretty serious drawbacks as well. In addition to the HUGE cost to set it up in the first place: * Every station has to run…
To be fair, they did manage to pump out S and X models for years, it’s not like this is their first attempt at advanced automation.
Re: Tesla posts big loss, cuts production of Models X and S to catch up on Model 3
#210Earlier quoted context omitted.
"key elements" of the battery module assembly had to be taken over and redesigned, Musk says. Tesla seems to be taking the opposite approach to Apple here. In my observation, Apple drives its suppliers extremely hard to achieve the quality it requires. Tesla, on the other hand, is too eager to bring any sundry part in house (e.g. car seats). Apple's approach appears to work in that it pushes suppliers to do what's ne…
You could substitute Apple with Wal-Mart in your comment and every bit would be just as true. Sometimes forcing your supply chain to pinch every penny works out the best for your shareholders.. sometimes focusing on quality products pays off more in the long run. Time will tell.
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