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

electrek.co

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

#191

Post by lores »

FirmwareBurner wrote: post #155
stnikolauswagne wrote: post #114

Earlier quoted context omitted.

>but up immensely compared to France and the UK (which do not) Have decent sick pay, france seems to pay 20%, UK like 10ish%, makes complete sense that such countries would have less sick days. >I mean just google. For example: This is the kind of mediocre dataset I dislike, going to their datasource ( https://gateway.euro.who.int/en/indicators/hfa_411-2700-abse... ) half of germanys neighbours have not reported data…

In France you only get 20% pay while sick? WTF, I thought France was a socialist worker's paradise.

It's legally 50% for the first 6 months - but French work benefits are very largely defined by collective conventions agreed between unions and industry, which grant rights to employees above legal ones across entire sectors. Most employees will have a higher sick pay, but I can't find statistics about it.

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

#192

Post by ThePowerOfFuet »

adamgamble wrote: post #175
lfsh wrote: post #150

Earlier quoted context omitted.

Serious question: are you bothered by Elon's behavior?

I think two things are true, the government needs to cut expenses drastically and also that Elon should spend way more time at Tesla and spacex. I didn’t buy my truck because of Elon, I bought it because I needed a truck and all the other truck manufacturers are completely brain dead when it comes to software. I definitely wish Elon would shut up often, but he’s clearly not a nazi. That’s all nonsense. His work at do…

[flagged]

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

#193

Post by Gud »

joakleaf wrote: post #183
jqpabc123 wrote: post #170

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.

I believe the perception has changed and is why the share price is now slowly, and soon rapidly, going down.

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

#194

Post by tromp »

rad_gruchalski wrote: post #139
mavhc wrote: post #127

Earlier quoted context omitted.

> 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...

The domain gives it away.

That must be where Fool Self Driving comes from :)

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

#195

Post by oblio »

smcl wrote: post #50
ben_w wrote: post #18

Earlier quoted context omitted.

Tesla is on paper 20x overvalued even against other American car manufacturers like Ford (Tesla P/E ~120, Ford ~6), and I don't see many American cars being highly competitive against Chinese brands whose premium range starts around where American brands put their budget range. Apple, not so clear. Always expensive, but in the sense of only having a premium range and not catering to budget markets, they're priced lik…

Whenever I talked about this with Tesla fans they kept parroting this line about Tesla being "a battery company that also makes cars" or similar. I can understand that this (having some non-car products and a charging network) grants them an advantage of sorts, but they're by far and away the most valuable company by market cap, while having a fraction of the sales of companies like Toyota, GM, Honda etc. It's like t…

It's worse than that. It turns out making electric cars is complicated but a lot of companies are transitioning already. Tesla fanboys were expecting Apple and Samsung to emerge out of the many phone manufacturers but it turns out... It's not the case.

Mercedes has competent EVs, as do BMW, VW, Stellantis, Kia, Hyundai, etc and of course, all the Chinese brands.

Also we've hit a temporary plateau in the EV transition as except for Chinese brands, everyone else is mostly making expensive models plus the infra isn't always there, so it looks like we need to wait for 2027-2028 to actually start seeing those 18-20-25k cars a lot of the world is waiting (that's when EVs actually start massively outselling combustion cars).

More than that... Tesla is making all those batteries in partnership with battery companies. They're not some secret sauce.

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

#196

Post by oblio »

poincaredisk wrote: post #3
oblio wrote: post #2

Tesla post 2020 is an interesting experiment in automaking. I'm fairly convinced that if the US wouldn't protect it's internal markets so much, both Apple and Tesla would probably be gone in maximum 10 years. Maybe not gone as much as greatly diminished.

I get Tesla, it's a controversial company, but Apple?

How many Chinese phone brands do you see sold in the US (Apple stronghold)?

Go in the rest of the world in a phone shop and check out what they have in display (Xiaomi, Huawei, Oppo, etc).

https://www.oberlo.com/statistics/smartphone-market-share

And this with none of those companies selling in the US (I imagine due to legal reasons such as tariffs or related).

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

#197

Post by Gud »

anon22981 wrote: post #154
nrjames wrote: post #122

Musk and Tesla could have dominated the US EV market for years to come had he stuck with the core clean energy message and not surrounded himself with sycophants and publicly acted like a racist jerk. It’s like a modern retelling of The Emperor’s New Clothes.

Not the US but most EV markets, apart from maybe eventually asian markets. Tesla and Musk had a crazy amount of goodwill and pretty much everyone I know was ”oh look, it’s a Tesla!” early on. Now every is more like ”oh look, it’s a Tesla..”

I used to shout from the rooftops how the EV revolution was here, all because of the visionary Elon Musk. Needless to say, something I deeply regret.

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

#198

Post by vinyl7 »

claude_thinking wrote: post #97

Whenever I see a Cybertruck, I think it must have been a kid who was born too late to buy a DeLorean, he grew up and saw another stainless steel vehicle and said, “I’m in!” Why not just buy a DeLorean? A Cybertruck is a like a sketch of a DeLorean made in 3.5 seconds by someone in a hurry to leave the bar. If you want one, they make new ones: https://delorean.com/

That delorean ended up being a scam. They took the money and ran

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

#199

Post by oblio »

baxtr wrote: post #7
oblio wrote: post #2

Tesla post 2020 is an interesting experiment in automaking. I'm fairly convinced that if the US wouldn't protect it's internal markets so much, both Apple and Tesla would probably be gone in maximum 10 years. Maybe not gone as much as greatly diminished.

Re Apple: How is the US protecting its market against other smartphone manufacturers?

Beats me but Oppo, Vivo, Xiaomi, etc, etc are very popular worldwide, and they don't sell in the US. The EU is very stringent in technical requirements so that's not the key factor.

Similar story with Chinese EVs.

I don't know which exact protectionist measure is used, but it's there all right.

If out in the open sea there are 100 sharks and none of them ever enter a 100x100 square, I don't really need to see the barrier to know something > keeping them out.

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

#200

Post by netsharc »

iszomer wrote: post #25
mschild wrote: post #12

Earlier quoted context omitted.

> more than a month or something 6 weeks. > But your employer can still check that you're actually sick. Within limits, yes. Tesla in Germany went way beyond that though. Private detectives and managers showing up at employees houses to check they're actually sick. They're also holding back the salaries of sick employees and are pressuring sick employees to give up their medical privilege and share personal health in…

I imagine Tesla has to follow the rules and regulations in accordance with German law, the same as Tesla's division in China.

> I imagine Tesla has to follow the rules and regulations

Is that a new verse of John Lennon's song?

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