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Nobody here seems to remember that this was always the plan: release expensive cars to bootstrap the company which allows them to release progressively cheaper cars until everyone can afford one. Not a fanboy, but this seems like it went exactly according to plan.
Earlier quoted context omitted.
Elon Musk says something absolutely insane on the weekly. Almost none of it actually happens.
That’s just nonsense, of course. Almost everything he says happens. It rarely happens on time.
I am confused about what Tesla is doing. They have effectively two automobile products now with one failed product (cybertruck). reading various articles about this doesn't make it more clear. Do they not want to be a car company?
> Tesla's far more popular models are the 3 and Y, which accounted for 97% of the company's 1.59 million deliveries last year. The Model 3 now starts at about $37,000, and the Model Y is around $40,000. Tesla debuted more affordable versions of the vehicles late last year. I’m confused as to what’s not clear from the article for you?
Tesla has no moat - but one thing I will give to Elon is his incredible strategy in building Tesla 1. Build sports car 2. Use that money to build an affordable car 3. Use that money to build an even more affordable car 4. While doing above, also provide zero emission electric power generation options he got distracted by side-missions, his personal shitty side however if you separate the ideas from the person you can…
Earlier quoted context omitted.
That’s just nonsense, of course. Almost everything he says happens. It rarely happens on time.
Almost everything he says happens? Thats pretty far from the truth. Isn't Tesla still embroiled in a legal tussle over "full self drive"? What about the $30k model 3? What about the $200/kg to space? He has very little connection to the truth. He's a hypeman and a conman
It seems fairly easy to find figures on how many cars Tesla has produced each quarter but, surprisingly (at least to me), it's harder to find compiled information on (for each quarter): - Average Selling Price; - Cars produced vs cars sold; - How many unsold cars are in inventory. I did find this [1]; - A model breakdown of the above 2. The reason I'm interested in this because my theory is that: 1. Sales have been s…
https://docs.google.com/spreadsheets/u/0/d/1F5IQOynIawoXiJPV...
I am confused about what Tesla is doing. They have effectively two automobile products now with one failed product (cybertruck). reading various articles about this doesn't make it more clear. Do they not want to be a car company?
S and Y are not special enough to do anything for the brand, they dont qualify as halo products anymore. Probably still wouldnt be that interesting even if refreshed.
CT is still interesting, it looks different and has some tech inside that seems worthwhile to iterate on.
And unlike traditional brands, tesla has FSD, Optimus, and Musk to do enough to keep the brand itself healthy.
My guess would be they are deciding what they can learn by iterating the CT, and might decide to drop it in a year or two when the roadster takes the halo role.
They will keep trying to improve on volume for 3 and Y.
I am confused about what Tesla is doing. They have effectively two automobile products now with one failed product (cybertruck). reading various articles about this doesn't make it more clear. Do they not want to be a car company?
it's very difficult to have a conversation about this, because it would appear that sincere answers to your question will get downvoted. one POV is that, if you accept the bear case from Internet commenters that these guys are incompetent or stupid - blah blah blah, Cybetruck - the existence of their autonomous taxi product is extremely bullish. they managed to pull off something similar to Waymo despite being so muc…
Amazon has a lucrative incentive to automate its supply chain up to and including last mile delivery. Waymo has proven out the tech and could easily partner with Uber or Lyft for the rider experience and reach.
If you’re FedEx, for example, would you rather buy from Amazon or from Tesla? Who is more likely to be a sane and trustworthy partner?
I am confused about what Tesla is doing. They have effectively two automobile products now with one failed product (cybertruck). reading various articles about this doesn't make it more clear. Do they not want to be a car company?
it's very difficult to have a conversation about this, because it would appear that sincere answers to your question will get downvoted. one POV is that, if you accept the bear case from Internet commenters that these guys are incompetent or stupid - blah blah blah, Cybetruck - the existence of their autonomous taxi product is extremely bullish. they managed to pull off something similar to Waymo despite being so muc…