131–140 of 249 posts
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Re Apple: How is the US protecting its market against other smartphone manufacturers?
> How is the US protecting its market against other smartphone manufacturers? Huawei embargo?
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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.
Given many Chinese car brands are wildly cheaper (in China) than Tesla models, I don't even buy that gigapress is even all that interesting for cost reduction.
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> So it seems Musk thinks the future for Tesla is in the field of biped robots rather than vehicles. Really insightful there are still people who believe a word he says. Genuinely.
Musk likely wants to inflate the Tesla share price. He sells "visions of the future". This was always his way; FSD, low-cost trips to Mars, solar roofs, self-driving taxis and semis, tunnels everywhere to solve traffic, NeuraLink, hyperloop (sigh!)... and it appears robots is now his next tool to get publicity and increase TSLA.
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.
In 2025 in my own country the Netherlands several Chinese companies have entered the market and there are non Tesla supercharger stations. We are now in the "tough competition" stage.
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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…
Frankly speaking, I read about Musk going bankrupt every month since Tesla's were introduced, than SpaceX was supposed to sank Musk (until it turned out that it and Virgin "disrupted" space industry), than Twitter purchase, now we have Cybertruck. Not being a fun of Musk as a person (as I am not fun of B. Gates or S. Jobs) I do appreciate that he delivered a breakthrough in at least two industries that were considere…
FWIW I was an early investor in TSLA, back in 2012. I made 30x my initial investment. I lived the company and was a big fan of Elon until something happened to his brain.
I have observed this company for a long, long time.
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You don't have to be terminally online to see nazi salutes at national political conventions or people protesting and pelting cars & stores nationwide.
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You can buy a Rivian or Polestar without dealing with dealerships. You could also buy a Hyundai Ioniq 5 or 6 directly on Amazon (even though the implementation still goes through dealerships in the backend) [1]. [1] https://www.aboutamazon.com/news/retail/amazon-autos-buy-car...
I knew Rivian did, but I don't consider them since the cars are more than double the cost of Model 3 and Model Y, plus who knows how long that business exists since it still doesn't earn money. Same with Polestar, they are gambles that rich people can afford to make. I didn't know Hyundai sold online, but that's good news. If only their prices were $20k lower. There is no way I am paying $55k+ for a Hyundai, especial…
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You can buy a Rivian or Polestar without dealing with dealerships. You could also buy a Hyundai Ioniq 5 or 6 directly on Amazon (even though the implementation still goes through dealerships in the backend) [1]. [1] https://www.aboutamazon.com/news/retail/amazon-autos-buy-car...
I knew Rivian did, but I don't consider them since the cars are more than double the cost of Model 3 and Model Y, plus who knows how long that business exists since it still doesn't earn money. Same with Polestar, they are gambles that rich people can afford to make. I didn't know Hyundai sold online, but that's good news. If only their prices were $20k lower. There is no way I am paying $55k+ for a Hyundai, especial…
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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…
> 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. From that same earnings call "We are still on track to launch a more affordable model in the first half of 2025 and will continue to expand our lineup from there." https://www.fool.com/earnings/call-transcripts/2025/01/29/te...
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…
No need for brain programming. Some of them will have seen Cody Detwiler WhistlinDiesel test the CT. [1][2] He's of course overly dramatic and meant to be entertainment but I personally wish he would test every vehicle and should be the standard for durability testing. There are plenty of other Youtubers running into problems with the Cyber..... falling apart when doing things I did with my 80's Chevy without issue.…
was 10,500 lbs, done by JerryRigEverything