Earlier quoted context omitted.
I had to look it up but for reference in Q1 2021 the big auto makers delivered the following. Ford: 521,334 GM: 642,250 Toyota: 2.46 million VW: 2.5 million If Tesla holds up they'll be larger than Ford in 2 years and be the largest automaker in the world in 4 years.
Tesla cars are not interesting for many customers in EU (except maybe nordic countries), they will go with VW/Audi/BMW or other brands. You can't easily extrapolate the growth from US to EU or other parts of world.
Tesla Q1 2021 Results
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Re: Tesla Q1 2021 Results
#262Earlier quoted context omitted.
I had to look it up but for reference in Q1 2021 the big auto makers delivered the following. Ford: 521,334 GM: 642,250 Toyota: 2.46 million VW: 2.5 million If Tesla holds up they'll be larger than Ford in 2 years and be the largest automaker in the world in 4 years.
Only if other companies aren’t growing faster. VW tripled electric car sales in 2020 compared to 2021: https://www.volkswagenag.com/en/news/2021/01/Volkswagen-bran...
Re: Tesla Q1 2021 Results
#263Whatever 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…
I have two separate and (mostly) unrelated feelings. Musk has done something remarkable as you say. At the same time, the market cap is nuts and a portent of doom. Bigger than all car companies combined, by market cap? A market crash could take down Tesla and set back electric car adoption by 20 years.
Why? Even if TSLA dropped to 1 cent today, all factories, employees, supply chain, IP, sales channels etc would remain intact.
Re: Tesla Q1 2021 Results
#264One interesting tidbit: they appear to be reporting a $272M in revenue from the sale of Bitcoin holdings
This is a pretty big pivot from: "You can now buy a Tesla with Bitcoin... Tesla is using only internal & open source software & operates Bitcoin nodes directly. Bitcoin paid to Tesla will be retained as Bitcoin, not converted to fiat currency" Turns out it will in fact be converted to fiat currency while Elon continues to pump his bags on Twitter. "What does the future hodl?" In any other asset class this would be bl…
Then some days later, make payment available with Bitcoin.
Re: Tesla Q1 2021 Results
#265Earlier quoted context omitted.
Tesla cars are not interesting for many customers in EU (except maybe nordic countries), they will go with VW/Audi/BMW or other brands. You can't easily extrapolate the growth from US to EU or other parts of world.
That’s a bold statement. Here in Berlin I am seeing the model 3 a lot these days.
Less Tesla's are getting sold while other car makers have massive growth in their sales.
Re: Tesla Q1 2021 Results
#266Whatever 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…
Ok, now here is where I object. Musk hasnt done anything incredible/remarkable, YOU have done it, the STOCK INVESTORS have done it, the tesla car BUYERS have done it.
Without people trusting, investing and buying the hype, this would just be another failure. But due to the hype he got enough of resources to pull it off. He is a lair, cheater, snake oil seller that was so successful in his deceit that he was actually able to pull something off.
It was not him to be grateful for explosion of electric car market. YOU are.
And now that the market has woke up, it is time to buy electric car. But certainly not Tesla. I want a good car not the hype while on the other side I am grateful to everyone that bought the hype and I give you all the credits for doing it. I will get a good electric car out of it. You keep the hype.
aero-glide2: sure and at the end the second to the market won where the first one has created the market, shown mistakes in the product, cheated a "few" people, and allow second one to learn from them and create better product - there is absolutely nothing wrong with that. Consumers get the better product. Worshiping Musk? Irrational. I worship those that gave him the money.
ryzvonusef: Nothing has changed here. I am just stating the facts. He has shown there is a market for eCars (tm) pushed others to actually start making electric cars. I am perfectly fine with that. And I will buy some car from well established company as I want quality, not words. "lair, cheater, snake oil seller" this is just a fact. Sorry, I am not into fanboyisms clouding my judgement (I also dont have anything against him - I just dont care) and I am just stating how I see the things and I think that I see them very realistic and sane.
Re: Tesla Q1 2021 Results
#267"Model 3 was the best-selling premium sedan in the world, outselling long-time industry leaders such as the 3 Series and E Class. This demonstrates that an electric vehicle can be a category leader and outsell its gas-powered counterparts." I find this to be a major milestone in the transition to BEV. This is an achievement.
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.
Re: Tesla Q1 2021 Results
#268Whatever 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…
(Bottom line. I am a consumer that pays money for the best product. And I will buy the best product, not the hype. I dont understand why all the downvoting, you are doing it every day when you go to a market? Do you worship John Harvey Kellogg when eating the corn flakes? Probably not.) Ok, now here is where I object. Musk hasnt done anything incredible/remarkable, YOU have done it, the STOCK INVESTORS have done it,…
Re: Tesla Q1 2021 Results
#269Re: Tesla Q1 2021 Results
#270Earlier quoted context omitted.
Coal is 20% not most https://en.m.wikipedia.org/wiki/Coal_power_in_the_United_Sta... It’s not an either or problem. It’s an also problem. Make power plants cleaner and make cars cleaner. Hit it from Both ends.
> Coal is 20% not most You’re right ! US has shifted from coal ... to Natural Gas ! I don’t think that this is solving the problem , natural gas comes from fracking ... but it’s definitely a small win knowing how big is America and how much less natural gas produces CO2.