Tesla Q1 2021 Results • Hacker News Board

Re: Tesla Q1 2021 Results

#161

Post by burlesona » Tue, Apr 27, 2021, 2:33 AM UTC

ajross wrote: post #140

burlesona wrote: post #15

Earlier quoted context omitted.

I would say no, they don't regret it, because there'd be too much of a personality clash between Musk and the rest of Apple leadership - and if they bought Telsa and then outed Musk, what's the point of buying Tesla?

As someone who never really liked either one (though I did buy a Tesla), Musk is nearly a clone of Jobs in affect and attitude and reality distortion effect. All those people who are SO UPSET about the spin regarding FSD, for example, are just echoing what all us folks on Linux PCs were saying about Macs through the 90's and early 00's. Remember when the Altivec G4 was a Supercomputer on a Chip despite being slower t…

Except that Jobs and Apple are all about secrecy, and while they may hype up things they don’t announce things until they exist. Elon’s Twitter account is practically the inverse of Apple.

Re: Tesla Q1 2021 Results

#162

Post by nickik » Tue, Apr 27, 2021, 2:35 AM UTC

pcbro141 wrote: post #7

Do you think Apple regrets not buying Tesla ~2017-2018 when they had the chance, given indications they are working on an Apple Car? Why or why not?

If they don't regret it they are absolute morons. The value gained alone is incredible. Literally nobody with half a brain would say no to this deal now.

Apple has been working on the Apple car for year and years. Whenever that happens, having the Tesla tech and manufacturing there would clearly be asset.

Not to mention that I would be a huge amount of money on Tesla self driving Tech being far better then what Apple is fiddling around with.

Re: Tesla Q1 2021 Results

#163

Post by snoshy » Tue, Apr 27, 2021, 2:35 AM UTC

cs702 wrote: post #132

Whatever you may think of Tesla and Musk, you have to agree that they've accomplished something rather incredible. Few would have thought this possible not that long ago: * 185K vehicle deliveries in Q1, +109% versus a year ago [a] * 2.7K supercharger stations, +41% versus a year ago * 24.5K supercharger connectors, +44% versus a year ago * 92 MW of solar generation deployed in Q1, +163% versus a year ago * 445 MWh o…

> * Four additional gigafactories already in development

Where did you see this? Best I can tell, 4 new models (Cybertruck, Roadster, Semi, Unannounced) are in development but only one more gigafactory (TBD) is in the works. Perhaps you misread things?

Agree though, astounding rate of growth at this scale.

Re: Tesla Q1 2021 Results

#164

Post by judge2020 » Tue, Apr 27, 2021, 2:40 AM UTC

snoshy wrote: post #163

cs702 wrote: post #132

Whatever you may think of Tesla and Musk, you have to agree that they've accomplished something rather incredible. Few would have thought this possible not that long ago: * 185K vehicle deliveries in Q1, +109% versus a year ago [a] * 2.7K supercharger stations, +41% versus a year ago * 24.5K supercharger connectors, +44% versus a year ago * 92 MW of solar generation deployed in Q1, +163% versus a year ago * 445 MWh o…

> * Four additional gigafactories already in development Where did you see this? Best I can tell, 4 new models (Cybertruck, Roadster, Semi, Unannounced) are in development but only one more gigafactory (TBD) is in the works. Perhaps you misread things? Agree though, astounding rate of growth at this scale.

Berlin and Texas are still under construction, with neither having produced a single delivery car yet. I think they did conflate models with factories as you suspect, though.

Re: Tesla Q1 2021 Results

#165

Post by ajross » Tue, Apr 27, 2021, 2:40 AM UTC

burlesona wrote: post #161

ajross wrote: post #140

Earlier quoted context omitted.

As someone who never really liked either one (though I did buy a Tesla), Musk is nearly a clone of Jobs in affect and attitude and reality distortion effect. All those people who are SO UPSET about the spin regarding FSD, for example, are just echoing what all us folks on Linux PCs were saying about Macs through the 90's and early 00's. Remember when the Altivec G4 was a Supercomputer on a Chip despite being slower t…

Except that Jobs and Apple are all about secrecy, and while they may hype up things they don’t announce things until they exist . Elon’s Twitter account is practically the inverse of Apple.

The secrecy thing was very much a part of the iPhone era. Jobs oversold the Apple III for months before its underwhelming release decades earlier, and the culture he left behind spent years promising a 68040 machine that Motorola couldn't deliver.

It's true that "surprise release" was a Jobs thing where it isn't a Musk thing. I just don't know how definitional that really is -- at the end of the day they're selling very different products with different sales processes. My point was just that they both could lie with a straight face and make 60% of the audience believe them on a reliable basis.

Re: Tesla Q1 2021 Results

#166

Post by judge2020 » Tue, Apr 27, 2021, 2:43 AM UTC

jocker12 wrote: post #108

spoonjim wrote: post #85

Earlier quoted context omitted.

A company founded in 2003 on an entirely different concept of automobile propulsion has taken the lead in a multi hundred billion dollar market. Hell yes that’s an achievement and it doesn’t need scare quotes.

"has taken the lead" Has taken the lead on the "premium sedan" category market, where less and less people are buying "premium sedans". What scare quotes?

taking the lead on a declining market (while producing more cars overall) is impressive, assuming that market isn't due to be completely wiped out.

Re: Tesla Q1 2021 Results

#167

Post by judge2020 » Tue, Apr 27, 2021, 2:45 AM UTC

ardit33 wrote: post #52

reducesuffering wrote: post #37

Earlier quoted context omitted.

I'm surprised by how micro-managey Tesla is with their Model 3/Y prices. Most manufacturers release a static MSRP for that model year. However, Tesla the past year was dropping prices $500-$1,000 periodically. And then as of last month, has raised prices $500-$1,000 twice.

Maybe they are doing A/B testing of the price?

In reality this is likely because they suspect the US EV tax credit extension to pass and they're slowly increasing the price to indirectly grab some of that as profit.

Re: Tesla Q1 2021 Results

#168

Post by arcticbull » Tue, Apr 27, 2021, 2:45 AM UTC

CyberDildonics wrote: post #155

anonymouse008 wrote: post #147

Earlier quoted context omitted.

This is Musk's exact defense - he very cleverly says nothing concretely positive about anything, and very specifically puts it in a public forum with Twitter. It's quite brilliant, although maddening to folks with less of a stomach... which is why he's in the position he's in - he makes those grey-area decisions. Where all of them add up in the future, only time will tell - but for now, results are squarely in his fa…

Cryptocurrency is not a stock and lots of people make predictions and bold statements about other things like gold and silver. Nothing here would be significant if the other side of the equation wasn't people soaking up the slightest drip of nonsense and turning it into a frenzy of something they don't understand.

> Cryptocurrency is not a stock and lots of people make predictions and bold statements about other things like gold and silver.

Surely you have an example then of a publicly traded company picking up a pile of assets like gold or silver, talking them up on social media while selling them?

Would your blanket exception for crypto apply to security tokens or just utility tokens?

It’s interesting that you once again accuse people of not knowing what they’re talking about because they disagree with your opinions.

Re: Tesla Q1 2021 Results

#169

Post by snoshy » Tue, Apr 27, 2021, 2:45 AM UTC

missurunha wrote: post #87

1970-01-01 wrote: post #58

Earlier quoted context omitted.

They only offer 4 sizes. They could break it down by # of installs per size: https://www.tesla.com/support/energy/solar-panels/going-sola...

It makes no sense to break down the value of installed capacity that everyone will understand into four different meaningless values.

Not to mention that order mix is almost always guaranteed to be a highly prized secret that companies rarely give out. You don't see Apple breaking down iPhone shipments by their variants in detail.

Re: Tesla Q1 2021 Results

#170

Post by judge2020 » Tue, Apr 27, 2021, 2:48 AM UTC

TomVDB wrote: post #81

ERD0L wrote: post #23

Earlier quoted context omitted.

Model 3 is a premium sedan ? Oh :/ Where are my paint color options, ventilated seats ? What about parts for my local car shop ? Did they forgot the safety features unique to german cars ?

Let's not forget impossibly advanced German car user interfaces, such as trackpad to gesture individual characters to spell a word!

For reference: https://youtu.be/_aV91djgwEc

I'm astonished this made it to production. Red tape and bureaucracy means nobody is willing to push back against a feature that is bad and potentially dangerous (maybe not any more dangerous than touchscreens though).