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Many of the comments here resemble Reddit, disappointingly. I read HN due to market insights, analysis, interesting perspectives. I am sorry for digression.
+1 agreed. Everyone just seems to be an Elon hater (which is totally fine) but don't expect it from HN.
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> It is a forced pivot to avoid having to admit failure. It is also a neat way to reset Elon's Very Reliable Prediction Clock. I look forward to hearing about how fully functional Optimus robots will be ready to ship "later this year" for the next 10 years.
I thought this was the greatest product demo https://www.youtube.com/watch?v=R40IDdAkRZM I struggle to imagine what the US version of this intimidating propaganda movie would look like. My mind renders only pictures of square dancing.
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They don’t care because Musk is marketing Tesla not as a car company but as a technology company (building robots and self driving rental service). And why does he do that? Maybe because his car sales are down…
I thought it was always a tech company focused around trying to import things from the future. Since before they ever had enough sales that sales could go down.
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This reads to me like someone saying “you can’t dump me, because I am preemptively dumping you.” It is a forced pivot to avoid having to admit failure.
If he really almost got self driving what is the point to build non autonomous cars ? Same with robotics . They got billions in pocket to either release a few new models to save market or invest into RND to change the market .
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The market discounts future returns but it is unclear and shifting what proportion of those returns are from the operations of the company in the market it sells products in and what proportion comes from the operations of traders in financial markets. More plainly, traders discount returns from buybacks and dividends financed by the operations of the company and returns from selling their shares to "greater fools".…
Really it's just pricing in musk fusing all of his business under the tesla name.
Good. Seems like the sales decline will reach the US eventually too. Even Toyota is coming out with compelling EV products this year. Tesla came from nowhere, developed essentially one world-dominating product (lumping the 3 and Y together), then the CEO basically ruined everything. Imagine Tesla with a "normal" CEO and marketing department. They would have a bunch of different trims and options for the 3/Y, a redesi…
Is it me or do the nay-sayers state that Elon is a grifter and added nothing to Tesla, but yet he ruined it? How can he both not create something and ruin it?
Also, Tesla isn't the only manufacturer (In the US) stopping electric cars, Porsche (IMO Taycan is the best electric model) is essentially stopping electric cars too, nothing to do with Elon.
Just my observation.
BYD is a formidable competitor and a great product for less.
It's strange to me that some Americans will cheer on Chinese companies over Tesla, even overlooking those companies questionable labour practices. (I don't know if you're American)
The mystery I can wrap my head around is how Tesla has avoided getting hammered despite being hit from a hundred different directions. What exactly is the market pricing in? They peaked around 2021, and even after posting multiple quarters of disappointing results, the stock is still trading above 2021 levels. For almost any other company, slightly lowering guidance or missing estimates by a few percentage points sim…
There's a lot of true believers who think Tesla+Musk will crack self driving and/or humanoid robots any day now.