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Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

electrek.co

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Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#101

Post by joakleaf »

Gud wrote: post #76
joakleaf wrote: post #62

Earlier quoted context omitted.

It is not just political/cultural reasons. There are lots of other EV cars in Europe now (including both European, Korean and Chinese brands). Tesla has also gotten a bad reputation regarding build-quality and service lately, and Tesla's big sudden price reductions in 2023/2024 meant that the vehicles lost a lot of resale value. But yes; Tesla's primary remaining competitive advantage was its brand -- which Musk has…

Tesla’s build quality was always in doubt but people were willing to overlook this fact. Now only the most ardent fanatics who live in Elon’s reality distortion field, of which I doubt there are many due to his deeply flawed personality, will buy his car. We are witnessing Elon’s house of cards coming down. Remember Elon Musk has massive loans with Tesla as collateral and a collapse of Tesla’s share price will absolu…

I think, the consensus is that Tesla would have to be at least as low as around $100-$120/share before there is a margin call on Musk's debt (with Tesla stock as collateral). So it will still have to drop 50% from current levels for the house of cards to start collapsing. But I guess nobody outside Musk and the bankers know the actual price point.

Is it possible -- Yes, but not super likely in the near term.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#102

Post by bluedevil2k »

joakleaf wrote: post #78
smcl wrote: post #40

By all accounts this vehicle is a failure. I suspect it wasn't actually intended to be the core to Tesla's future though, just an "epic" little novelty treat for Elon and some hardcore fanbois. But I am curious what their future is supposed to look like - were they expecting to grow based on sales of the existing (four?) models or do they have a new model in the pipeline?

In my opinion, this is the primary problem with Tesla (no new models?) and future directions. Tesla has promised a new Tesla Roadster for 5+ years now. There is no sign of it. Cybertruck also took ~5 years from reveal to release. Not sure where the Tesla semi is. There has been some mention of a low cost EV, but I don't think we've seen sign of that yet. Last I heard was that it was cancelled. So, given that Tesla us…

> Tesla has promised a new Tesla Roadster for 5+ years now

It’s actually been 7+ years. And it didn’t stop Tesla from taking $50k deposits on it and holding that money the entire time. Nothing like vaporware covering up an interest free loan.

https://autos.yahoo.com/people-paid-50-000-teslas-112401833....

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#103

Post by mytailorisrich »

gmac wrote: post #46
stephc_int13 wrote: post #41

Tesla is done in Europe for political/cultural reasons. Tesla is done in Asia for competitive reasons but I think that Cybertrucks could be the nail in the coffin for even the most MAGA brainwashed Elon fan, once they drive it…

> Tesla is done in Europe for political/cultural reasons Yes, and those political/cultural reasons are: let's not subsidise people who repeatedly and in public make unambiguous Nazi salutes. TBH it would be nice if those sentiments were spread a bit more widely than Europe.

Absolutely, people in Europe want nothing to do with the Nazis. That's why they drive Volkswagen.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#104

Post by lfsh »

stephc_int13 wrote: post #41

Tesla is done in Europe for political/cultural reasons. Tesla is done in Asia for competitive reasons but I think that Cybertrucks could be the nail in the coffin for even the most MAGA brainwashed Elon fan, once they drive it…

I think the main reason Tesla became popular is range. The build qality has never been as good as other brands.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#105

Post by looofooo0 »

ben_w wrote: post #18
oblio wrote: post #2

Tesla post 2020 is an interesting experiment in automaking. I'm fairly convinced that if the US wouldn't protect it's internal markets so much, both Apple and Tesla would probably be gone in maximum 10 years. Maybe not gone as much as greatly diminished.

Tesla is on paper 20x overvalued even against other American car manufacturers like Ford (Tesla P/E ~120, Ford ~6), and I don't see many American cars being highly competitive against Chinese brands whose premium range starts around where American brands put their budget range. Apple, not so clear. Always expensive, but in the sense of only having a premium range and not catering to budget markets, they're priced lik…

I think they have some interesting innovation, like the gigapress, which greatly reduces complexity of the manufacturing system and the time of a car through the assembly line. Which reduces cost drastically. But Cybertruck is just a brainfart.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#106

Post by InDubioProRubio »

rich_sasha wrote: post #37

To preempt Tesla stans: surely this can be fixed with an OTA update, which makes it totally not serious. Tesla-haters again making a mountain out of a molehill.

He will take us away, on a spaceship, to a shining city on a hill - on another planet. Humanity shall reach escape velocity from its problems, we will have StarTreks, we will go on a adventure! You goto believe, that the future will be bright, if you do not believe in that.. then it all comes apart at the seems.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#107

Post by fredoralive »

vishnugupta wrote: post #70
stephc_int13 wrote: post #41

Tesla is done in Europe for political/cultural reasons. Tesla is done in Asia for competitive reasons but I think that Cybertrucks could be the nail in the coffin for even the most MAGA brainwashed Elon fan, once they drive it…

> Tesla is done in Europe for political/cultural reasons I don’t know anything about Tesla or EVs or Europe. But is there a precedence to this? That a good product went extinct because of political/cultural reasons?

Not quite the same, but in the UK there was a chain of high street jewellers called Ratners. In the early ‘90s Gerald Ratner, the founder, made some jokes about the low quality of the products at a talk for the Institute of Directors, including famously comparing them negatively to a prawn sandwich from Marks and Spencer. Unfortunately the talk was videotaped, and was all over the news shortly after. It killed the brand, and lost Ratner his job, although it didn’t kill the company as they owned other brands like H Samuel that they pivoted to.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#108

Post by ben_w »

nprateem wrote: post #90
smcl wrote: post #50

Earlier quoted context omitted.

Whenever I talked about this with Tesla fans they kept parroting this line about Tesla being "a battery company that also makes cars" or similar. I can understand that this (having some non-car products and a charging network) grants them an advantage of sorts, but they're by far and away the most valuable company by market cap, while having a fraction of the sales of companies like Toyota, GM, Honda etc. It's like t…

People who can't think for themselves will happily parrot anything they've heard to mask their ignorance.

Moving to a new country with a different national language has given me a direct personal appreciation for what Dunning Kruger feels like from the inside.

Some may parrot for tribal reasons, but there's a huge number who have a superficial knowledge and it simply doesn't occur to them how deep their ignorance is — tribalism is one way critics are equal to fans in Musk's case (and not just that Musk's fans are parroting his shallow criticisms of everyone else), but the DK part applies to all of us. Even me pointing at P/E ratios here is merely one step up the ladder from looking at the share price, it's not a deep analysis, just a santiy check.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#109

Post by VincentEvans »

Luc wrote: post #96
lnsru wrote: post #55

Earlier quoted context omitted.

Model 3/y are still the best priced electrical vehicles on the market. There are enough poor people that can’t afford the new Mercedes CLA and must drive model 3 instead. I wouldn’t invite Elon for lunch, but I wouldn’t invite German brand managers either.

> There are enough poor people [...] It looks like some didn't get the humor ;)

Maybe it’s humor, or maybe when after one comes of as a jackass with a freudian sentence - a pitiful attempt to brush it off with “haha, it’s a joke”. The line is thin.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#110

Post by guappa »

milesrout wrote: post #31
guappa wrote: post #30

Earlier quoted context omitted.

Check how many people have iphones in europe compared to usa

That is because iPhones are better and the US is much richer than Europe on average.

So according to you Albania is massively richer than USA?

https://worldpopulationreview.com/country-rankings/iphone-ma...

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