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Tencent buys 5% of Tesla

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351–360 of 376 posts

Re: Tencent buys 5% of Tesla

#351
post #9

Tesla shorts can't get a break. First a smooth $1B+ capital raise without a stock hiccup and now this.

Is anyone actually short Tesla to a significant degree? I can understand the normal hedging positions and daily trading, but shorting a stock with so much positive sentiment is folly...

Positive sentiment is often an excellent signal that the emperor has no clothes. Most people will ignore what they can see with their own eyes if everyone around them seems to see something different.

Re: Tencent buys 5% of Tesla

#352

Earlier quoted context omitted.

What would you propose instead?

Instead of the battery the less toxic way would be hydrogen based engines.

How would you make the hydrogen though? Does it suffer the same criticism as your original comment?

Re: Tencent buys 5% of Tesla

#353
post #120

Tesla recently announced they are ramping up their Model 3 production even more than what some people thought was already optimistic numbers: https://www.bloomberg.com/news/articles/2017-03-27/tesla-mod... > For Musk to hit all of his targets, Tesla would need to build about 430,000 Model 3s by the end of next year. That’s more than all of the electric cars sold planet-wide last year. > Even if half of the Model 3 in…

This reminds me when the iPhone came out. Tesla is making a revolutionary new product. Millennials are also coming of age now through the next decade. Many of these buyers, either purchasing first-time, or upgrading their "college/hand-me-down" car, will buy Tesla, just because it's fashionable (ala iPhone). I'm bullish on Tesla and Musk. Edit: I should add that the product extends past the car itself. The whole dire…

> Millennials are also coming of age now through the next decade.

Millenials start from 1981 so some of them are nearing 40. Generation Z is coming of age.

Re: Tencent buys 5% of Tesla

#356
post #343

Earlier quoted context omitted.

> autopilot tech On the contrary. They're well along that path. Not sure what solar has to do with cars. And charging stations? Do you think that's profitable secret sauce?

Let me know when Ford autopilot is available on the street. They did buy Argo, but current Ford projections are saying 2021.. "whether Tesla is the next Ford or the next Delorean" Tesla is neither of these because it is more than a car company. It is vertical integration that incumbents can't match at this point. ? Yes, of course. You must not own an electric car.

> Yes, of course. You must not own an electric car.

You may have responded to me instead of someone else. I own a Leaf, I didn't say "whether Tesla is the next Ford or the next Delorean". I work at an organisation that supplies both Tesla & Ford with the toolchains in which they do all their control design. (And Nvidia for that matter). I'm intimately familiar with what these companies are doing today and are capable off. It's amazing to see what they are producing.

Re: Tencent buys 5% of Tesla

#357
post #344

When did it become cool to write poorly like Trump? Or vertical integration..as well as protecting Elon's investment by bailing out SCTY. It was $3.25bn because they held the note on leased systems. Under TSLA they shifted to selling solar shingles outright.

> When did it become cool to write poorly like Trump?

That's just low. First, I'm dyslexic. Second, I was on my new mobile with a new keyboard. Please refrain from turning HN into redit.

Re: Tencent buys 5% of Tesla

#358
post #343

Earlier quoted context omitted.

Let me know when Ford autopilot is available on the street. They did buy Argo, but current Ford projections are saying 2021.. "whether Tesla is the next Ford or the next Delorean" Tesla is neither of these because it is more than a car company. It is vertical integration that incumbents can't match at this point. ? Yes, of course. You must not own an electric car.

> Yes, of course. You must not own an electric car. You may have responded to me instead of someone else. I own a Leaf, I didn't say "whether Tesla is the next Ford or the next Delorean". I work at an organisation that supplies both Tesla & Ford with the toolchains in which they do all their control design. (And Nvidia for that matter). I'm intimately familiar with what these companies are doing today and are capable…

Agreed.

"And charging stations? Do you think that's profitable secret sauce?"

Would you drive your Leaf from LA to Phoenix in a day? Guessing not. With the superchargers it's one more piece of the TSLA ecosystem.

Re: Tencent buys 5% of Tesla

#359
post #344

When did it become cool to write poorly like Trump? Or vertical integration..as well as protecting Elon's investment by bailing out SCTY. It was $3.25bn because they held the note on leased systems. Under TSLA they shifted to selling solar shingles outright.

> When did it become cool to write poorly like Trump? That's just low. First, I'm dyslexic. Second, I was on my new mobile with a new keyboard. Please refrain from turning HN into redit.

It would be low if I knew you were dyslexic. Your other writing is spot on.

Was looking for discussion on the topic instead of someone acting like a victim.

Re: Tencent buys 5% of Tesla

#360

Earlier quoted context omitted.

I am very interested to see how this plays out. Gas prices drive interest in electrics, and electrics drive down gas prices. Maybe the future of the consumer car market is going to split largely between gas-powered pickups and electric-powered sedans/crossovers. This of course completely ignores the potential effect of self-driving cars. I'm still skeptical we'll see large scale automated driving for at least 10-20 y…

I think gas prices are driving EVs less and less. It's still a factor, for sure, but things like performance, noise, maintenance, and convenience are driving it heavily as well. Of all the reasons I love my Model S, fuel savings are pretty far down the list, although I certainly don't mind!

Yeah, that's the thing. If gas ever gets back up to $4/gallon in the US, EVs which are just somewhat competitive at $2/gallon are going to be radically competitive.

However, if EVs become widely used, then the lower demand for gasoline will mean gas prices stay low. So long-term, EVs need to compete with low gas prices anyway, even if prices creep back up in the near-term.

But yeah. Once batteries are cheap enough, then electric vehicles may actually become cheaper than internal combustion engine vehicles /upfront/, in addition to the much lower running costs.

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