61–70 of 81 posts
Earlier quoted context omitted.
8.5 trillion in 10 years, is 20% growth per year. For comparison S&P 500 grew 25% last year.
I don't believe we will have such growth at all in the next 10 years unless we get hyperinflation growing 25% when a company is say 50-100b is a lot different than going towards 10 trillion and valuations are already so stretched across the board
Earlier quoted context omitted.
Yeah, I'd have no trouble voting for that $1T package. There are way too many conditions. There are lots of ways Musk doesn't get paid. The original $56B package was only revenue and stock price based. If it was like this one, it would also have been based on car deliveries, and solar installs, and stationary battery sales. He would have totally missed on the solar installs, despite being massively successful on ever…
Also, the basic game theory is obvious. If it’s voted down, Musk might leave, in which case the stock price plummets.
Earlier quoted context omitted.
Also, the basic game theory is obvious. If it’s voted down, Musk might leave, in which case the stock price plummets.
Musk leaving Tesla would be the best thing for the brand. They really don't need him, he's become an albatross.
Earlier quoted context omitted.
Yeah, I'd have no trouble voting for that $1T package. There are way too many conditions. There are lots of ways Musk doesn't get paid. The original $56B package was only revenue and stock price based. If it was like this one, it would also have been based on car deliveries, and solar installs, and stationary battery sales. He would have totally missed on the solar installs, despite being massively successful on ever…
Also, the basic game theory is obvious. If it’s voted down, Musk might leave, in which case the stock price plummets.
Earlier quoted context omitted.
If a trillion dollars is on the line, could the stock be manipulated to be higher than that for less than a trillion?
Other private Musk companies (SpaceX and xAI) just bought fleets of Cybertrucks. One may wonder what exactly they would do with so many vehicles other than boost Tesla's share price.
Earlier quoted context omitted.
They also haven’t released a vehicle that is particularly relevant in like 6 years. Yes, the Cybertruck that nobody really wants, and a Model Y with an extended wheelbase. Yay.
Why do things have to change constantly? Like the Model Y was insanely different to any other car I’d ever driven not long ago, and Tesla was first to market on actually good electric cars. Why do they have to operate using the same strategy as legacy auto makers? Like a design refresh every 3 years to drive excitement feels manipulative to me, not like something that is absolutely necessary. Are you saying that comp…
The legacy automakers are fully in the game and everyone now remembers: oh wait, they know how to make cars. Tesla... ehhh
Kia, Hyundai, even GM are really giving Tesla a run for their money in every segment.
Earlier quoted context omitted.
Why do things have to change constantly? Like the Model Y was insanely different to any other car I’d ever driven not long ago, and Tesla was first to market on actually good electric cars. Why do they have to operate using the same strategy as legacy auto makers? Like a design refresh every 3 years to drive excitement feels manipulative to me, not like something that is absolutely necessary. Are you saying that comp…
They don't need to constantly change, it's just that yes: they're being outcompeted, and pretty hard. The legacy automakers are fully in the game and everyone now remembers: oh wait, they know how to make cars. Tesla... ehhh Kia, Hyundai, even GM are really giving Tesla a run for their money in every segment.
Tesla makes their own fabrication machines in house, so their body panels don’t have to look like every other manufacturer that uses standard supplier machines. And I’m not referring to the cyber truck, the shape of the main line cars is not achievable with the standard equipment, which is why they are able to stand out visually.
Where are the competitor electrics beating out Tesla? Are the acceleration dynamics better? Is the handling better? Is the screen better?
I’m guessing the seats are more comfortable, and the interior is bifurcated into nicer and less nice parts with the average niceness being about the same. They might be dumping here though since they are still burning through cash on these cars AFAIK, so I think it remains to be seen whether whatever advantages they have in the comfort and materials areas are sustainable.
(For the record, the electric door openers and the self driving labeling are both moronic, but when you have a dictator you can’t really avoid getting some bad stuff where the individual guy turns out to be wrong about something).