51–60 of 115 posts
I wonder if Bill Gates is still shorting TSLA [1]. [1] https://www.businessinsider.com/elon-musk-bill-gates-super-m...
Gates on the other hand can certainly stay solvent for longer than you or me.
It’s fairly easy to point at things that have annoyed customers that they call features, like missing wheel stalks and poor autowipers
Model 3 and Model Y era had the momentum they needed and instead of focusing on expanding to other segments or offering more range of models, they decided they needed an impractical truck. They could be building bespoke 500k luxury cars with Rolls Royce or a 30k hatchback or a 40k crossover.
I still have never understood the valuations. Sure, they'd make sense if Tesla ended up being the only game in town, forever. But even though they undoubtedly have been streets ahead in many places for a long time and Western manufacturers have been caught on the back foot, the Asian players are snapping at their heels, and (some of) the Western brands are slowly waking up. And even if they weren't, I don't see how T…
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With North America slowing working toward a common EV plug and CCS winning the charging standard war, North American EV charging will become more like Europe. Charge any brand of EV on any brand of charging network, just as nature intended. No more vendor lock in.
The lockin is at the charger level. Fill up with petrol? Drive up, tap your card, fill up. At some places you fill up then go into the shop and tap your card. Electric? Drive up, work out which of the dozen of apps there are, try to download it, hold your phone in the other hand to try to get a signal, finally download it, then register, sell your personal data, then finally you can try to work out how to charge your…
Even on Tesla's newer dispensers: https://www.youtube.com/shorts/yflZN0dLT8s
It's true that North America still has a long way to go on EV infrastructure, but it will get there eventually.
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There was the whole diesel-gate thing with volkswagen which was pretty shadey.
And the whole Nazi history. https://en.wikipedia.org/wiki/Volkswagen#History
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Tesla has no competition. Cars is a small part of what they do.
Tesla's most recent 10-K (numbers in millions of $): """ Automotive sales: 78,509 Automotive regulatory credits: 1,790 Automotive leasing: 2,120 Services and other: 8,319 Energy generation and storage segment revenue: 6,035 """ Which part are you referring to when you say cars is a small part?
It's just a matter of time. China is making ev like android phones. Other countries are also catching up. The high profit margin of Tesla cannot last forever
It's not a matter of time, cars and the car industry are treated as national security. Chinese EV cars will be even more tariffed in US and Europe in 2024/2025
It's just a matter of time. China is making ev like android phones. Other countries are also catching up. The high profit margin of Tesla cannot last forever
I would be more confident in owning a Chinese-made EV if it conforms to appropriate battery safety standards, and that those standards are enforced by USA regulations.
I'm sure at least half the problems with the Chinese EVs are the inadequate regulatory environment created by the PRC.
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They are not far ahead. We’ve seen peak Tesla, competitors are catching up fast.
Tesla has no competition. Cars is a small part of what they do.
Didnt Elon himself say that Chinese EVs are their biggest competition right now.
"Investors are concerned about auto sales as the company faces increased competition from China and disruptions in Europe." Tesla have practically defined the market so far. They made EVs cool, created a comparatively vast world wide charging distribution network and so on. Now we have competition, proper competition. Mind you some of it is a bit shag, but nonetheless there is competition, and a lot of it is pretty g…
ICE: You buy a Ford/Volvo/VAG and you run it on Shell, Esso, BP etc EV: You buy a Tesla, power it with Tesla. Buy another EV - power it with ... electricity
Tesla seem to have go this early on and then perhaps lost focus.