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Tesla Q1 2021 Results

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Re: Tesla Q1 2021 Results

#271

Post by pyrale »

lumost wrote: post #224
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…

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.

And they'll produce more cars than there are atoms in the universe before the end of this century.

Re: Tesla Q1 2021 Results

#272

Post by aero-glide2 »

habeebtc wrote: post #208
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…

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.

Lets start with two assumptions. In 10 years, majority of cars sold will be electric. Majority of cars sold will have self driving capability. Tesla is a leader in both. Much of the traditional knowledge companies have about ICE engines do not help them build a better electric car. That knowledge is worthless for the future. Stock price represents future value.

Re: Tesla Q1 2021 Results

#273

Post by ryzvonusef »

stiray wrote: post #266
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…

(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,…

> 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.

and none of that would have happened if Musky hadn't decided to not only invest in this little startup called Tesla... but KEEP at it... he could have at anytime cut his losses, and ditched Tesla, he had more than enough on his plate with SpaceX; fame, glory, money, whatever...

And yet he kept at it, year after year, for the past decade and a half, and NOW... after all this time and effort, here we are...

I find it hilarious when people go out of their way to slice out Musk from any Tesla/SpaceX news item; it's OK, you can both admit his accomplishments AND still consider him a dick...

Re: Tesla Q1 2021 Results

#274

Post by ryzvonusef »

Daniel_sk wrote: post #260
lumost wrote: post #224

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.

Let's see what happens after the Berlin factory opens up; this will reduce both delivery time and costs (tax/tariff etc), and make it cheaper and easier to ge the Tesla. Also, the car built in Berlin would be better suited to European moods, regarding quality etc...

Re: Tesla Q1 2021 Results

#275

Post by BluntleyHonest »

aero-glide2 wrote: post #272
habeebtc wrote: post #208

Earlier quoted context omitted.

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.

Lets start with two assumptions. In 10 years, majority of cars sold will be electric. Majority of cars sold will have self driving capability. Tesla is a leader in both. Much of the traditional knowledge companies have about ICE engines do not help them build a better electric car. That knowledge is worthless for the future. Stock price represents future value.

God I wish stupid people like you didn't exist.

Re: Tesla Q1 2021 Results

#276

Post by BluntleyHonest »

AYBABTME wrote: post #220
habeebtc wrote: post #208

Earlier quoted context omitted.

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.

I think the cat is out of the bag for EVs: enough people have tasted them and wouldn't go back, and enough manufacturers got into the game, that even if Tesla was to fail, enough people would be asking for it, and enough manufacturers would already be advanced enough in their plans to keep the ball rolling. Basically, Tesla's mission is 99% accomplished.

Tesla mission is take money from idiots like yourself and is nowhere near complete.

Re: Tesla Q1 2021 Results

#277

Post by xkjkls »

vardump wrote: post #254
xkjkls wrote: post #214

Earlier quoted context omitted.

> Musk is nearly a clone of Jobs in affect and attitude and reality distortion effect. Eh, Musk has more negative tendencies than Jobs, especially related to his public behavior and honesty. Whatever you might think of Jobs, whenever he issued a firm statement it came true. iPhones were always released on schedule. Musk is years late and many miles short on almost every product he announces. Full Self Driving was sup…

Not trying to defend Musk, but his goals are orders of magnitudes harder than what Jobs had to face. Musk is on a mission to Mars and is scared of anything that might delay his ultimate goal.

Maybe, but we shouldn't defend people's behavior based on their goals. Musk has a massive habit of either stretching the truth, deceiving, outright lying -- whatever you want to call it -- that Jobs didn't. It's a very important distinction.

If a kid growing up in technology asked me which one should they try to emulate more, I would say Steve Jobs without a doubt. There are far less moral failings you have to defend within his biography.

And two, we should definitely be incredibly skeptical of someone willing to achieve certain goals at all costs. Like ... is going to Mars even a good goal? It's certainly far from obvious that it is. Someone willing to lie, cheat and steal in order to achieve that is not someone I want in my society.

Re: Tesla Q1 2021 Results

#278

Post by Reason077 »

ping_pong wrote: post #246
lumost wrote: post #224

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 has already lost marketshare in almost every market so they won't be bigger than Ford in 2 years. They will likely lose their regulatory credits some time this year because VW, Audi, Porsche and Ford have strong offerings.

How does Tesla lose market share while achieving record (+ 109%) sales? The market certainly hasn’t been growing faster than Tesla has.

Re: Tesla Q1 2021 Results

#279

Post by xkjkls »

wayeq wrote: post #256
xkjkls wrote: post #214

Earlier quoted context omitted.

> Musk is nearly a clone of Jobs in affect and attitude and reality distortion effect. Eh, Musk has more negative tendencies than Jobs, especially related to his public behavior and honesty. Whatever you might think of Jobs, whenever he issued a firm statement it came true. iPhones were always released on schedule. Musk is years late and many miles short on almost every product he announces. Full Self Driving was sup…

His COVID tweets almost certainly lead to people taking unnecessary risks and dying alone and intubated. Fuck Elon.

I wouldn't put much blame on him specifically, but yeah, he was enormously irresponsible with a lot of his communication during the pandemic.

Re: Tesla Q1 2021 Results

#280

Post by BluntleyHonest »

dillon wrote: post #215
habeebtc wrote: post #208

Earlier quoted context omitted.

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.

I kindly disagree with your critique. BUT I am also very biased. This is because I am an owner of a Model Y, but I do not own any stock in Tesla whatsoever. I do not like nor trust Elon Musk, especially with my retirement. I think people want EV's and when they see that they only need to spend a little bit extra for that extra range and access to a nationwide supercharger network. They are willing to pay for it. I do…

Tesla are shit cars, just like most of their owners are shit people.
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