Live data from Hacker News

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

electrek.co

181–190 of 249 posts

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

#181
post #22
post #17

Earlier quoted context omitted.

Only 33% of the region.

*at least 33% of the region. there is no point in sugar-coating this. if you live there and feel misrepresented, then its up to you to stand up and speak up and try to turn the tide

67% of people in that region did not vote for nazis, despite Musk's health

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

#182
post #127

Earlier quoted context omitted.

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...

We haven't seen any renders or heard any details yet, so I think first half of 2025 is either unrealistic or this will simply be a variant of an existing model. They also had to retool factories for the updated Model Y, and I assume they would have to do something similar for this vehicle.

There is (rumor) article from today here where they claim the low cost (affordable) vehicle is a "stripped down" model Y (at 20% price reduction):

https://www.investors.com/news/tesla-stock-affordable-ev-str...

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

#183
post #124

Earlier quoted context omitted.

Why not? Even at 50% of its current valuation, Tesla’s market cap would still be twice as high as Toyotas. Doesn’t sound reasonable to me, considering their sales are tanking…

Tesla is outrageously overpriced as an auto manufacturer. Most other manufacturers currently have a P/E ratio around 10. Tesla is around 120. Yes, you read that right --- about 12X higher than the competition. To justify it's current valuation, Tesla would have to capture a majority of the global market and become the world's most popular car brand. It currently has around 12% of the global market. In my opinion, wha…

The thing is that Tesla isn't priced as car marker, and hasn't been for a long time. People still also talk about Tesla as an AI-company, robot-inventor, battery and solar cell producer, and potential ride-hailing company.

Like you, I don't think it makes sense, but apparently the market sees it differently.

And until that perception changes, I don't think the valuation will drop to less than half.

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

#184

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.…

whistlindiesel is one of the most annoying car-centered youtube creators. Dude constantly baits people into saying stuff and then he claims to be a victim to drum up support from his conservative followers. His script is so tired and predictable at this point.

i'm not saying dont post his links or anything, just giving some perspective for HN folks who might not be familiar with his shtick.

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

#185
post #121

Earlier quoted context omitted.

Minor build issues? They had a total recall. Fixed for free? Yes, if you can wait weeks for the fix. https://www.fastcompany.com/91109879/a-timeline-of-tesla-cyb... https://www.cybertruckownersclub.com/forum/threads/waiting-o...

https://www.cars.com/research/ford-f_150/recalls/ 109 recalls

lol not even close to an accurate comparison. The F-series has 20+ years on the CT.

Also, quite a few of those F-series recalls are for very specific engine configurations.

Many of those recalls are also for relatively minor things. Some of those recalls are for labels not being in the right location.

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

#186

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…

[flagged]

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

#187

Earlier quoted context omitted.

By that standard pretty much every major German company established before the 50s is somehow “nazi”. Then again I don’t see how can someone seriously say stuff like that, in what way is modern VW related to nazis?

Just pointing out the idiocy of the current situation. VW was actually founded by the Nazis and even the name is not neutral, so if "activists" want to use the label "Nazi car" then surely that is as close as it gets... This is not serious stuff, indeed.

VW is a public company, and everyone who was involved with that is dead. The name is different, the ownership is different, the principals are different - its ties to its Nazi past are beyond tenuous. Meanwhile the _current CEO_ of Tesla is flouncing around doing Nazi salutes. Like, if you can't see the difference, then I dunno what to tell you.

Ford might be a better example, as there's been some continuity of ownership/control there, but, well, Henry Ford is, thankfully, extremely dead. Again, that does make a difference.

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

#188

Earlier quoted context omitted.

By that standard pretty much every major German company established before the 50s is somehow “nazi”. Then again I don’t see how can someone seriously say stuff like that, in what way is modern VW related to nazis?

Just pointing out the idiocy of the current situation. VW was actually founded by the Nazis and even the name is not neutral, so if "activists" want to use the label "Nazi car" then surely that is as close as it gets... This is not serious stuff, indeed.

It will be a comparable situation once antifascists liberate the USA, political and capital reconstruction with strong de-neonazification removes the ideology from influence and power, and after a couple generations of global veterans and victims spitting at the name, pop culture jokes and ad-fueled media rehabilitation.

Until then, I don't think it's fair to whitewash the Tesla brand with the brush that allowed the successful rehabilitation of German and Japanese industry. Elon Musk is already the eugenicist face of the destruction of USAID (>1M deaths/ year) and positioned to deploy an orbital constellation of weaponized satellites with offensive capabilities (Golden Dome). Do we really need to play this one out? It ends with tens or hundreds of millions dead, has the pursuit of money blinded so many of us to our shared humanity?

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

#189

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 can spot Tesla cars almost daily in big European cities. I never saw Cybertruck and I'm glad for that, because this vehicle has tawdry design.

It's banned in some places for vehicle safety issues.

https://www.forbes.com/sites/peterlyon/2025/02/20/tesla-cybe...

There's size and weight.

Rounded edges for any protruding parts.

Crumple zones.

Light bar has visibility and illumination issues.

The 0-60 mph speed of 2.6 seconds combined with a weight of 6000 lbs puts its torque in super car territory.

---

I doubt you'll see one outside people playing with the rules at the edge of legality. https://www.jalopnik.com/a-barely-modified-tesla-cybertruck-...

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

#190

Earlier quoted context omitted.

Tesla is outrageously overpriced as an auto manufacturer. Most other manufacturers currently have a P/E ratio around 10. Tesla is around 120. Yes, you read that right --- about 12X higher than the competition. To justify it's current valuation, Tesla would have to capture a majority of the global market and become the world's most popular car brand. It currently has around 12% of the global market. In my opinion, wha…

The thing is that Tesla isn't priced as car marker, and hasn't been for a long time. People still also talk about Tesla as an AI-company, robot-inventor, battery and solar cell producer, and potential ride-hailing company. Like you, I don't think it makes sense, but apparently the market sees it differently. And until that perception changes, I don't think the valuation will drop to less than half.

The thing is that Tesla isn't priced as car marker, and hasn't been for a long time.

The thing is that 90 percent of their revenue is from auto sales.

https://stockdividendscreener.com/auto-manufacturers/tesla-q...

Meanwhile, the majority of their stock price is pure hype.

Post reply on HN