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Tesla Posts Big Quarterly Loss as Its Electric-Car Sales Lag

nytimes.com

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Re: Tesla Posts Big Quarterly Loss as Its Electric-Car Sales Lag

#761

Post by dragonwriter »

sliken wrote: post #425
cjhopman wrote: post #392

Earlier quoted context omitted.

If you think that's a $10 billion gap, you're delusional.

Access to the Panasonic battery supply is likely worth a pretty penny. I've been hearing about battery supply problems from Jaguar and Audi already.

> Access to the Panasonic battery supply is likely worth a pretty penny.

Licensing/partnership contracts are often written so that they don't automatically survive changes of ownership, which makes buying into such a partnership by acquisition less than reliable.

Re: Tesla Posts Big Quarterly Loss as Its Electric-Car Sales Lag

#762

Post by dragonwriter »

sliken wrote: post #715
dan678 wrote: post #689

Earlier quoted context omitted.

Not in scenes with poor lighting, not in rain, not in fog, not in scenes with poor surface variation, and not at the ranges needed for safe on highway driving.

Sure. Problem is cameras are more similar to humans. So a camera based system will drive more like humans, and be less dangerous. If you use a Lidar based system and conditions are great for lidar, but terrible for cameras it's going to be very dangerous to mix autonomous lidar cars with human driven cars.

That's why you should have LIDAR and cameras, if nothing else so the car can use the cameras to predict and adjust to the condition-driven changes in behavior of the human drivers.

Re: Tesla Posts Big Quarterly Loss as Its Electric-Car Sales Lag

#763

Post by piccolbo »

hef19898 wrote: post #698
thorwasdfasdf wrote: post #692

Earlier quoted context omitted.

i don't know why this comment is being downvoted. He's absolutely right about every word. Fremont is not a place to be building cars. If you're gonna build in the US, Tesla could have chosen almost any other city in the US and gotten labor cost that was 33% cheaper. Software companies can afford the higher labor cost in the bay area because they tend to have really large margin when they win. Car companies have very…

Tesla over estimated the benefits of automation. Maybe they thought that labour costs wouldn't be that much of a factor anyway.

Musk long ago was talking about his calculations about the physical limits to assembly speed. “the output is going to be volume times density times velocity.” https://electrek.co/2016/09/15/elon-musk-confident-that-tesl...

A genius no doubt. I will see you all on Mars.

Re: Tesla Posts Big Quarterly Loss as Its Electric-Car Sales Lag

#764

Post by whttheuuu »

dwighttk wrote: post #515
whttheuuu wrote: post #385

Earlier quoted context omitted.

The stock didn't move down at all after the (negative?) earnings call either. Tesla is currently priced correctly.

Sure. Because no one believes that Tesla is going to reach level 5 autonomy and sell people cars that will make the owners $30K profit/yr. What is odd to me: no one thinks that promising and failing to deliver lvl 5 will hurt Tesla very much.

Really? It seems almost inevitable that they will do it, and be the first to do it as well..

Re: Tesla Posts Big Quarterly Loss as Its Electric-Car Sales Lag

#765

Post by s_y_n_t_a_x »

tonyedgecombe wrote: post #468
jillesvangurp wrote: post #407

Earlier quoted context omitted.

Yep, the numbers that matter continue to trend up. More importantly, at this point those numbers are becoming a huge problem for essentially all their competitors. Most of these are at this point bleeding market share to Tesla that they are trying to recover from by launching products that clearly are a lot less competitive and are probably being sold at a loss right now. They are going to be bleeding cash while they…

>More importantly, at this point those numbers are becoming a huge problem for essentially all their competitors. BMW sold 2.5 million cars in 2018, the eighth year of increased sales.

How many EVs did they sell?

Re: Tesla Posts Big Quarterly Loss as Its Electric-Car Sales Lag

#766

Post by s_y_n_t_a_x »

gattilorenz wrote: post #745
m463 wrote: post #724

Earlier quoted context omitted.

The person in the accident was not using "full self driving". At that time they only did traffic aware cruise control + lane keeping.

Which one, the model X that crashed on the highway lane barrier/split? That's not the only car crash. But anyway... That doesn't change the argument, if only it is more worrying

All. FSD isn't out. Many car crashes occur for many car models. What's your point?

Re: Tesla Posts Big Quarterly Loss as Its Electric-Car Sales Lag

#767

Post by s_y_n_t_a_x »

robertcope wrote: post #243
aaomidi wrote: post #154

Earlier quoted context omitted.

These videos are getting old, boring, and annoying. Everyone who drives a tesla knows how their car behaves. I don't expect it to see that barrier when I'm driving my model 3. Listen - it's hard to imagine what it's actually like to drive a Tesla and learning what it can or can't do. Everyone driving a tesla right now knows that the autopilot is more like a rookie co-pilot that needs monitoring and checking all along…

Tell that to the woman I saw driving down I-45 recently in a Tesla. Going well under the flow of traffic in the left lane, doing her makeup, completely not paying attention to anything but herself.

People do that in ICE cars.

Re: Tesla Posts Big Quarterly Loss as Its Electric-Car Sales Lag

#768

Post by djaychela »

tomcam wrote: post #413
djaychela wrote: post #373

Earlier quoted context omitted.

Yes, I've seen all these, and I'm staggered at how bad the used tesla experience seems to be. They can't even get simple basics right. Buying a used Tesla should be a simple, straightforward experience and run smoothly - after all, they are not cheap. I buy and sell cheap (sub £2000) cars on the side. I have a better customer experience than that. That is a damning indictment.

Please tell me you have a YouTube channel. I would love to watch someone with your hobby. That sounds completely awesome.

I never set one up for doing that sort of thing - I wish I had done when I first thought of it (maybe 2009?), but I'm a bit lazy! There's now loads of people doing it, although they seem to just be rebuilding lamborghinis, etc... Mine would be a bit more mundane!

Re: Tesla Posts Big Quarterly Loss as Its Electric-Car Sales Lag

#769

Post by elAhmo »

hef19898 wrote: post #480
ProfessorLayton wrote: post #81

Tesla's 1.5B reduction of cash on hand was largely due to the 920M convertible bond payment — but that only happened because TSLA didn't perform to the level necessary for conversion (~$360 IIRC). I wonder what changes in terms this'll warrant for future capital raises. Then they mention that they missed a lot of revenue due to missing half their shipments overseas, and onto Q2 (But also expecting a loss in Q2). Sale…

It still comes down to a race between Tesla figuring out the complete automotive supply chain and competitors figuring out EVs. Tesla had, and I would assume still has, production hell. Now it's delivery hell. Both are solved, controlled and executed constantly by other car companies (VW has an exception with the new Golf 8 that proves the rule). The competition is still struggling to solve EVs, some like Jaguar and…

Would you mind sharing more info about VW Golf 8 you mentioned?

Re: Tesla Posts Big Quarterly Loss as Its Electric-Car Sales Lag

#770

Post by toomuchtodo »

chopin wrote: post #455
jwr wrote: post #56

Earlier quoted context omitted.

Of course ICEs get subsidies. The subsidy is in the form of a carbon tax that we do not collect, even though we should. Every ICE produces emissions which will soon make most of our planet uninhabitable. There should be a carbon tax, so that we can offset this destruction: by building nuclear plants, or figuring out how to re-capture the carbon emitted into the atmosphere. And yet we do not collect that tax, hence he…

EVs don't pay carbon taxes either (which they should).

You’re arguing for carbon taxes on electrical generation. Entirely agree. This would push coal and natural gas out of the electrical grid generation mix even faster, making EVs even cleaner.
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