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> “If you’re interested in buying a Model S and X, now would be the time to order it.” I can't tell if this is real and he realizes the traditional luxury brands have beaten him or if he's just using the classic rug store sales tactic.
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Where exactly are those cheaper cars? Still waiting for a 30k model 3 like promised.
You already have it. Musk's earliest promise of a $30k price point appears to be an interview in September 2009: https://www.wbur.org/onpoint/2009/09/25/teslas-elon-musk-on-... Adjusted for inflation, $30k then is around $45k now. Tesla sells a Model 3 for just over $35k. It doesn't make any sense to hold someone to a promise like that and not adjust it for inflation. I think you can legitimately complain that he did…
The base is around $28k. This feels like one of the first "affordable" EVs in the USA. It also comes with decent tech without a subscription, and has comparable ranges to Teslas.
Tesla is a meme stock in a similar manner to GME. You cannot bet against them even if they have incredibly unsure future prospectives because there are too many believers who will buy any dips.
GameStop is buying and selling used games, which is becoming impossible as consoles keep pushing for digital games.
GameStop requires a major shift in their business model to stay relevant, while Tesla just needs to hope the public doesn’t reject the idea of electrics cars out of stubbornness or politics.
While there is a lot of hype baked into both stocks, it seems like hype with Tesla is founded in more reality than the GameStop hype.
Why is it seen initially so negatively? There's nothing inherently wrong with a company deciding to stop producing models that are extremely old, have newer comparable models that are more widely available globally and sell multiples more of. So why would you keep those older models? If anything its a good thing. But its Tesla so nothing they do will be spoken positively of.
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?
Elon's $1T tranches are mostly based on market cap, right? Switching from just a carmaker to a "physical AI" company could be all he needs to convince the stock market to ignore Tesla's declining profits and raise the market cap even higher.
he’s done it time and time again and I don’t see him failing this time either.
Saying that, I wouldn’t be too surprised if robotaxi replaces 90% of taxis and Ubers in the next 5-7 years.
But yea, stepping from sinking raft to the next…
Tesla is a meme stock in a similar manner to GME. You cannot bet against them even if they have incredibly unsure future prospectives because there are too many believers who will buy any dips.
That might be a little extreme. Tesla is making electric cars and robots. These are very much things of the future. GameStop is buying and selling used games, which is becoming impossible as consoles keep pushing for digital games. GameStop requires a major shift in their business model to stay relevant, while Tesla just needs to hope the public doesn’t reject the idea of electrics cars out of stubbornness or politic…
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he’s done it time and time again and I don’t see him failing this time either.
The market for humanoid robots hasn’t been established like the market for $40,000 personal transport. Saying that, I wouldn’t be too surprised if robotaxi replaces 90% of taxis and Ubers in the next 5-7 years. But yea, stepping from sinking raft to the next…
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You should probably keep reading. Elon for years has said Tesla is not a car company. He’s also said the “factory is the product.” Tesla also has energy divisions and investments, as well as xAI investments now. Logically given that Model S and X are something like less than 5% of deliveries (and have been for years), if they’re right about Optimus, that capacity will generate far greater revenue.
Do they have enough people to remotely operate that many Optimuses?
It will be slightly creepy when the Optimus walks into the bedroom and stares while its owner is ... in the middle of something, but that's a small price to pay.
Plus the Tesla employees in the U.S. will also be able to share the video, so it's a win-win.
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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…
imo their competition for autonomous vehicles doesn’t come from car companies, but from tech companies. 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…
The reason that you don't see more Waymo areas has nothing to do with rider pool or experience, it is because their tech requires pre-mapping everything with LiDAR several times- the advantage is that if you know what is static (because it was in all of that LiDAR mapping) then a simple difference algo can tell you everything that is dynamic in the environment. (Also, they are just starting to hit cities with significant precipitation- SFO, LA, ATX, PHX are all pretty dry cities, they are going into ATL, MIA, DC, DEN, etc.)
1: With a lot of suspicion that much of their profit comes from drivers not understanding depreciation of their vehicles, something that the accountants who work for Uber and Lyft will understand very very well.