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Tesla on X: "Master Plan Part IV" / X

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Re: Tesla on X: "Master Plan Part IV" / X

#11
This "plan" seems more like a vision announcement compared to Master Plan #3. MP3 had a structured and quantified thesis, while this post offers few details. Wonder if they'll release a more substantiated version?

https://www.tesla.com/ns_videos/Tesla-Master-Plan-Part-3.pdf

Re: Tesla on X: "Master Plan Part IV" / X

#12
post #8

> Growth is infinite Tesla continues to lose market share in Europe. Is that part of the plan: https://eu-evs.com/marketShare/ALL/Groups/Line/All-time-by-Q...

europe is cooked

> EU battery-electric vehicle (BEV) sales showed strong growth in 2025, with a 34% surge in the first half of the year compared to the same period in 2024

In a highly specific way solely impacting Naughty Old Mr Car, one assumes.

Re: Tesla on X: "Master Plan Part IV" / X

#14
The real master plan: Keep making regular announcements to convince fanboys to keep the stock price high. Announcements include: outlandish promises, staged demos, "master plans", and Robotaxi "launches" involving employees sitting in the passenger seat.

Don't forget to suppress negative articles if your FSD causes crashes, deaths, and near accidents.

Re: Tesla on X: "Master Plan Part IV" / X

#15
This looks heavily LLM-influenced. Horrible compared to their first two Master Plans. You can tell Elon wrote the first two and that IR wrote the third. Honestly, and unfortunately, not surprising given the state of Elon and of the company.
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