Tesla stock falls again, toward longest losing streak in more than 4 years • Hacker News Board

Re: Tesla stock falls again, toward longest losing streak in more than 4 years

#381

Post by kenhwang » Wed, Dec 28, 2022, 10:23 AM UTC

yreg wrote: post #294

marricks wrote: post #136

Maybe I missed it, but what I don’t see mentioned in the comments is the biggest change from four years ago: light at the end of the tunnel. Four years ago Tesla was in the throes of model 3 production and had the potential of huge demand once they got going. Where are things now? Other automakers have responded with alternatives. Good ones too, you can buy a Hyundai for a similar price and according to consumer repo…

The next step should be an affordable car (colloquially dubbed model 2). Also TM3 can go much lower with the price. Tesla has the highest margins of all automakers by far.

> Tesla has the highest margins of all automakers by far.

What an absurd statement. Tesla's is ~30%, which is high but not too far off from the ~20% of Toyota and the Germans (VW, Audi, BMW, Mercedes).

But that's ignoring Porsche with ~85%.

Re: Tesla stock falls again, toward longest losing streak in more than 4 years

#382

Post by barnacled » Wed, Dec 28, 2022, 3:10 PM UTC

jacquesm wrote: post #184

astrange wrote: post #57

Earlier quoted context omitted.

Elon doesn't exactly tweet like a rational logical being at the moment. It seemed to me he was praising the tweet because it mentioned him and said he was going to be president of the US (or something like that) so he thought it was cool. Then he just snuck back in and denounced it later when he remembered he has a security clearance. He's already taken calls with Putin and randomly decided to announce Ukraine should…

I don't have a security clearance but one day in the middle of the night I accidentally ended up at the Belarus/Polish border due to a faulty bit of navigation software (Thanks, TomTom). I'm pretty sure that that had absolutely no effect whatsoever (I had no visum anyway and it's not like you just waltz across that border, nor did I want to) but at the same time if I would have a security clearance I'm fairly sure th…

Reasonably politely pushing back on these has got my post not only downvoted to oblivion (after upvotes) but then flagged (!!) while of course the guy who was abusive in return, no problems.

I know you have written eloquently about HN in the past, but I think that site is gone. And I remember because I've been on it for over a decade. I joined an early stage start up on it.

Sadly, they give no means for deleting your account. But thought I'd flag to you anyway.

Anyway, I will be abandoning this account, but it's maybe something for other HN old timers to think about.

I had similar experiences suggesting covid had natural origins. I'm not sure the culture that HN possesses is the same as the one it alleges it desires.

Anyway, last post from this account. I am sure this one will equally be nuked... :)

Re: Tesla stock falls again, toward longest losing streak in more than 4 years

#383

Post by cactusplant7374 » Thu, Dec 29, 2022, 12:54 AM UTC

_yb2s wrote: post #349

skizm wrote: post #147

Earlier quoted context omitted.

#1 reason is because they're running WhatsApp, a 2 billion+ MAU service, and not monetizing it at all right now. Hypothetically a single text ad on the home screen would add billions to their bottom line overnight. #2 reason is because their core products have staying power. They've lived through twitter, snapchat, pintrest, a ton of other smaller social networks, and are still wildly profitable. I fully anticipate t…

If WhatsApp had ads, people would quickly move to an alternative without… it has historical inertia but don’ does not really offer anything unique. Fb is in the same situation, meta has almost zero intrinsic value and is just coasting on having been the first mover, which will dissipate over time.

People in the third world are not going to stop using WhatsApp. It’s used to order products, text message, and call family members. Indispensable.

Re: Tesla stock falls again, toward longest losing streak in more than 4 years

#384

Post by kortilla » Fri, Dec 30, 2022, 5:01 AM UTC

jacquesm wrote: post #249

kortilla wrote: post #247

Earlier quoted context omitted.

> For which there is no evidence at all https://www.pcmag.com/news/pentagon-impressed-by-starlinks-f... Are you in the denial phase or the ignorance one? If the former, why would the government take part in a conspiracy to pretend that Starlink didn’t require special support to work in that environment? If the latter, why would you even boldly claim “there is no evidence at all” without even doing a cursory search?

Operating a receiver in a warzone is always going to be tricky, and operating a transmitter even more so because it might give your opponent targeting information (and that includes jammers, which you really don't want to leave sitting around for too long or artillery will find them for sure). The fact is: the Russians have to date been unsuccessful in suppressing Starlink signals, for a variety of reasons including…

> see no evidence for that. It is a cost, but not the cost.

Because you are not looking. The fact that spacex is having to spend engineering time at all making improvements to operate in an actively jammed environment means software and possibly hardware engineering resources not being spent on scaling the network, working on their next gen constellation, etc. For a company that runs as lean as SpaceX on engineering headcount (based on reading Blind and Glassdoor reviews), that opportunity cost is easily tens of millions of dollars.

You’re also drastically misunderstanding the lifetime and duty cycles of LEO sats. Those things have to have time to dump heat and charge their batteries. Serving in Ukraine means worse coverage in America 90 mins later. It’s not just a magic mirror in the sky that costs nothing to cover the ground.

Re: Tesla stock falls again, toward longest losing streak in more than 4 years

#385

Post by kortilla » Fri, Dec 30, 2022, 5:06 AM UTC

SpelingBeeChamp wrote: post #379

kortilla wrote: post #243

Earlier quoted context omitted.

What EV did you choose instead? They are all so terrible by comparison when it comes to range and charging infra that it’s hard to go elsewhere. I don’t like Tesla because of the lack of CarPlay, etc and the tight attachment to their central servers but can’t find a reasonable alternative yet.

>They are all so terrible by comparison when it comes to range and charging infra Come again? There are at least ten non-Tesla EVs that have a rated range of 300+ miles, and DC fast charging is everywhere. Look on PlugShare and filter out Tesla connectors. Tesla is not the only game in town. And I say that as someone who recently bought a Model S Plaid.

Ten models or ten cars? And are they actually capable of hitting that?

I see people say this but I’m suspecting they don’t actually enjoy large road trips so don’t comprehend how terrible the difference is between 250 and 350 usable miles is.

What EVs can do LA to Salt Lake City with one full charging stop?

Re: Tesla stock falls again, toward longest losing streak in more than 4 years

#386

Post by TheHappyOddish » Tue, Jan 03, 2023, 12:13 AM UTC

marricks wrote: post #136

Maybe I missed it, but what I don’t see mentioned in the comments is the biggest change from four years ago: light at the end of the tunnel. Four years ago Tesla was in the throes of model 3 production and had the potential of huge demand once they got going. Where are things now? Other automakers have responded with alternatives. Good ones too, you can buy a Hyundai for a similar price and according to consumer repo…

> Good ones too, you can buy a Hyundai for a similar price and according to consumer reports, better reliability.

I keep seeing this repeated, but I've yet to find a car that can compete in price and range, let alone price, range and features.

Re: Tesla stock falls again, toward longest losing streak in more than 4 years

#387

Post by SpelingBeeChamp » Wed, Jan 04, 2023, 4:11 AM UTC

kortilla wrote: post #385

SpelingBeeChamp wrote: post #379

Earlier quoted context omitted.

>They are all so terrible by comparison when it comes to range and charging infra Come again? There are at least ten non-Tesla EVs that have a rated range of 300+ miles, and DC fast charging is everywhere. Look on PlugShare and filter out Tesla connectors. Tesla is not the only game in town. And I say that as someone who recently bought a Model S Plaid.

Ten models or ten cars? And are they actually capable of hitting that? I see people say this but I’m suspecting they don’t actually enjoy large road trips so don’t comprehend how terrible the difference is between 250 and 350 usable miles is. What EVs can do LA to Salt Lake City with one full charging stop?

> Ten models or ten cars?

I don’t understand what you are asking.

>What EVs can do LA to Salt Lake City with one full charging stop?

I said that there are at least ten non-Tesla EVs that have a rated range over 300 miles.

LA to Salt Lake City is ~690 miles, half of which is 345 miles.

Few EV owners actually get their car’s rated range, and you’d have to be nuts to intentionally pull into a charging station with zero battery. Your scenario really calls for a car that has a rated range of ~400 miles, which, AFAIK, is currently limited to the Model S and the Lucid Air.

The longest range configuration of a Model S has a 405 mile rated range, though you’re not going to get that on a long road trip. The Lucid Air’s rated range is 516 miles. No idea how that bears out in reality, though I suspect it’s similarly less-efficient at interstate highway speeds. (Actual speeds, not speed limits.) I’ll be test driving one soon.