211–220 of 836 posts
Earlier quoted context omitted.
Tesla is probably the only EV maker with declining sales for the last two years. Quite a feat in a booming market, and remarkable considering that the stock already has a few orders of magnitude of growth priced in.
This is an interesting take, considering several EVs from traditional manufacturers have been canned entirely.
For years, we’ve been told that the 4680 cell was the “holy grail” that would allow Tesla to produce a $25,000 electric car. For years, we've been told a lot of things that have never come to fruition. Just 6 months ago, we were told that Robotaxi would be available to half the US population by the end of the year. https://electrek.co/2025/07/23/elon-musk-with-straight-face-...
"The car is driving itself. The human is only there for legal reasons." (Tesla, 2016)
Earlier quoted context omitted.
The best counter argument to that is that he did manage to predict/make into reality electric vehicles (when going into that industry was crazy) and reusable rockets. If someone makes a thousand moonshot attempts but still succeeds with two that's impressive.
Electric vehicles were the first types of cars invented. Musk also bought into Tesla. So its not like he invented some kind of alien technology. It was always about having good enough marketing to permit 10 years of R&D to make the car actually attractive.
Earlier quoted context omitted.
Figured that metric is for EV only, which is not that surprising. But even for overall sales it's #11 on the list for first 3 quarters of 2025, which is not too shabby: https://www.carpro.com/blog/2025-year-to-date-u.s-auto-sales...
> Figured that metric is for EV only, which is not that surprising. But it is stunning that legacy automakers are sticking to fossil fuels.
They also know that this means that the EU will push the target date for the end of fossi fuel cars.
Doing a quick bit of searching based on the 4680 makes me think that there has been or will be a change from NMC811 to LFP chemistry in the 4680, including one article talking about changing to US and European-based in-house manufacturing and reducing dependence on China. I'm no fan of Tesla, but this looks like the collapse of the contract with the supplier for the battery chemistry they've moved away from, aka "no…
For years, we’ve been told that the 4680 cell was the “holy grail” that would allow Tesla to produce a $25,000 electric car. For years, we've been told a lot of things that have never come to fruition. Just 6 months ago, we were told that Robotaxi would be available to half the US population by the end of the year. https://electrek.co/2025/07/23/elon-musk-with-straight-face-...
It's incredible there is something wrong with a group of people completely unable to see when someone is lying to them. And no matter how many times they are lied to, as long as they are rich enough they believe them. I don't know what to think anymore about this. He has continuously conned his way along and does it just long enough to jump to the next con. Tesla is crashing and somehow people though giving him a hug…
They mistakenly believe, like temporarily embarrassed millionaires/capitalists [1], that they are actually in the winning group.
Earlier quoted context omitted.
There is an entire Wikipedia article about Musk's (mostly) failed predictions: https://en.wikipedia.org/wiki/List_of_predictions_for_autono...
I had no idea this existed, that's pretty damning. The question - is Musk lying on purpose, or is this more 90-90 rule where he made (obviously wrong) assumptions based on current progress?
For years, we’ve been told that the 4680 cell was the “holy grail” that would allow Tesla to produce a $25,000 electric car. For years, we've been told a lot of things that have never come to fruition. Just 6 months ago, we were told that Robotaxi would be available to half the US population by the end of the year. https://electrek.co/2025/07/23/elon-musk-with-straight-face-...
It's incredible there is something wrong with a group of people completely unable to see when someone is lying to them. And no matter how many times they are lied to, as long as they are rich enough they believe them. I don't know what to think anymore about this. He has continuously conned his way along and does it just long enough to jump to the next con. Tesla is crashing and somehow people though giving him a hug…
But the stock keeps hitting new all time highs.
Earlier quoted context omitted.
This is an interesting take, considering several EVs from traditional manufacturers have been canned entirely.
The EV market is booming outside of NA. EV growth share in Europe is remarkable and Tesla is flatlining there while everyone else advances.
For years, we’ve been told that the 4680 cell was the “holy grail” that would allow Tesla to produce a $25,000 electric car. For years, we've been told a lot of things that have never come to fruition. Just 6 months ago, we were told that Robotaxi would be available to half the US population by the end of the year. https://electrek.co/2025/07/23/elon-musk-with-straight-face-...
It's incredible there is something wrong with a group of people completely unable to see when someone is lying to them. And no matter how many times they are lied to, as long as they are rich enough they believe them. I don't know what to think anymore about this. He has continuously conned his way along and does it just long enough to jump to the next con. Tesla is crashing and somehow people though giving him a hug…
In fact even if every single shareholder in Tesla knows that the price is unsustainable they can still hold out for a greater fool for years. To a large extent you are betting on what the crowd will do, not what the company will do.