Comments by "Michael Nurse" (@michaelnurse9089) on "The Electric Viking" channel.

  1. FSD saw the trump flag. Then saw the truck. Then remembered January 6. Then got ready to dodge. AI is better than humans at pattern recognition.
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  2. Makes no sense. If you own stock are you defacto long. The only way you can vote is if you are a stockholder. Shorts cannot vote.
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  3. Its gone. China is 50% EV sales last month. Will be at 80% in a year. 100% in 5 years. What can VW sell them?
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  4. People who follow media say when Reuters decided to paywall their site they moved to a clickbait strategy. The days of them being the 'reputable outlet' are now gone.
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  5. You can buy a pumpkin where you once bought a lemon.
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  6. Not what he said - he said Reuters was lying but refused to say what they were lying about, which implied there was some truth in what they said.
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  7. In over 40 us states there is no such thing as "approved by authorities" for FSD - you can just start using it. If it crashes, a judge will decide damages.
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  8. BYD have said they have 60 000 engineers - compared the 10 000 Toyota engineers you mention.
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  9. I don't believe in large spontaneous demonstrations. They are organized and funded. You have to ask who this benefits - German legacy auto is one canditate.
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  10. Modern EVs explode 10x less than ICE. Even less once Lithium Iron Phosphate batteries become more common.
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  11. This is not correct. The only place gas trucks work out better is towing big loads over big distances (F250) or extreme situations where customers are 500 miles away with no place to supercharge. These are unusual circumstances.
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  12. Estimated superchargers in the US number (est 12000) roughly 10x less than gas stations (120000). The number needs to increase but I don't think Tesla needs to fund that. Tesla should franchise out Supercharger stations - allow owner to have a gas station store and a coffee bar.
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  13. 100%. They want the cash out so they can invest it in another company.
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  14. Remember, employees vote as shareholders in Germany. This is normally a good thing but when it requires big cuts they always vote the wrong way.
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  15. Innovation outputs === investment inputs
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  16. Others take them there. With a 405 mile range Tesla you can drive through most small towns to the next town. If worst comes to the worst you can sleep over and charge over night with an overnight charger you bring with you.
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  17. If it did it market cap would fall to 50 from 500. Whether you hate him or love him, Tesla needs Elon.
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  18. 4680 encountered production problems. It is currently going into the Cybertruck and ramping at about 3x the needed rate. Not enough for any other vehicles. They hope to get its cost down to a competitive level by year end. Sometimes innovation is hard.
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  19. India has not seized foreign factories since economic liberalization began in 1991. I would worry more about Shanghai.
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  20. If I were the CEO of VW I would give Musk a call and offer Tesla 50% of the shares of VW in exchange for open access to Tesla technology.
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  21. ICE cars are measured with empty fuel tanks, no engine oil or other liquids of any sort. Add that in and suddenly the difference is not that much.
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  22. Robin Denholm is the Chairman of the Tesla Board.
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  23. The Xpeng Viking. Watch this space.
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  24. This credit is small potatoes compared to the constant government assistance Ford/Gm and oil companies get. If they cancel ALL subsidies Tesla will quickly win the entire US market - people might have to pay $5000 more a vehicle but they will soon realize they are happy to do that.
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  25. They may be selling them at a loss = limited production.
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  26. On the other hand it adds a lot to the weight and price of the vehicle. I never drive more than 100 miles in a day.
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  27. It all depends on the research budget : zero, millions or billions. It makes all the difference.
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  28. Toyota could default on the loan. Then the debtholders become shareholders. Fixed costs are normally sunk costs - in other words, they money has all been paid. Plant, R&D - these dwarf things like rent and fixed staff. None of this helps with not having a competitive EV - which is the real problem.
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  29. The big deal is that Tesla share price is down 40% and much more from its high. Add the whole Twitter thing in and large amounts of people are out for blood and can see no good in anything Tesla does. They can't see that the business is good, the plans are good and it just takes some time to work miracles. Tesla shares could easily be 10x in 5 or so years.
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  30. Letting China have its way could result in more suffering.
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  31. They will be back. Volvo, MG - they are back - made in China, of course.
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  32. Uncle Scholtz will write them a cheque. Oh, wait, he gave it to Ukraine.
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  33. Tesla shareholders recently held what was effectively a vote of confidence for Musk, and shareholders overwhelmingly supported that things continue as is.
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  34.  @billbarr7591  As EV sales rise flat owners will be forced to install car charging in the basement and others will specialize in on-the-street charging. The first ICE cars had nowhere to buy fuel.
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  35. 40k is now 50k inflation adjusted.
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  36. XPENG is the next Evergrande.
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  37. For the first couple of years, yes. For the following thousand years they will raise prices AND leave you unemployed.
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  38. Do you have the kids already or do you wish to obtain them to suitably fill up your future vehicle?
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  39. Have similar noise experience in one of their cheaper models.
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  40. That car is so heavily subsidized, that is why it is China only. I bet it costs $50k to make one, compared to Tesla $35000 for a similar model.
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  41. Risking jail time for $30's copper. Does not seem sustainable.
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  42. By a certain measure- everyone is in some kind of cult. You are in the stalks and button cult.
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  43. Also, how much they cost. Also, how fast they charge.
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  44. As a 'Tesla Guy' I find your hatred perplexing.
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  45. I also noticed this.
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  46.  @marvenlunn6086  They last decades. They are 100% recyclable. Lead acid last 3 months. You need to do some reading.
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  47. Hyperloop was a SpaceX white paper. Elon never worked on it.
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  48. What risk? You could drop one on your toe - that would suck.
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  49. Lol
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  50. Narcissists need it. And will pay.
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  51. Boeing comes to mind.
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  52. When a customer walks into a dealership they don't call it MSRP. They call it the best deal in town, but when you shop around the lie is laid bare.
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  53. As a Tesla shareholder, if the board 'reigned Musk in' I would sell out. Musk is the generator of value and must regularly make bold moves. Corporate governance is where innovation goes to die.
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  54. I have never owned one and always wanted to. When my Tesla shares reach 2000 I will buy the last VW ever sold.
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  55. Viking? The man is a legend.
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  56. He was premature. Now its much more urgent.
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  57. He probably paid 300 a share. He is probably bitter.
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  58. Yes, but it will last a million miles so he is a fool to have sold it, he would have got $100k of value by using it for the next 10 years.
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  59. Tesla chose not to compete with CATL/BYD because lithium prices dropped and batteries became commodities. Tesla sells cars, not batteries - so inhouse production is not a requirement to compete.
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  60. But Danny, why have they not piled up already in the billion miles driven?
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  61. Probably hit a concrete bollard at 160kmh and rolled 20 times.
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  62. He invests everything in Tesla which gives him credibility. Have you invested everything in Toyota/VW? If, not, you lack credibility.
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  63. Teslas current batteries last indefinately. The higest milage Teslas +-450k miles and battery still +-90%.
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  64. Dying now: VW, Stellantis Dying in 5 years: GM, Toyota, German Luxury Might survive: Ford, Kia/Hyundai Winners: Tesla, BYD, China
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  65. They have not exhausted them, its fake news. Eventually they will exhaust them. But it does not matter because other people will want to buy them who did not preorder. Tesla will continue to ramp and drop prices until every buck with a F150 is thinking of switching.
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  66. With stock options Elon will have to pay Tesla. And he can only exercise in couple of years.
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  67. New Teslas with LiFePo4 batteries will last 1.5m miles. Current ones last 500k miles. The Leaf was just early technology (like early cars which would explode) and I feel bad for your friend.
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  68. Still profitable. They dropped prices and pundits threw their arms in the air - when they released Q1 results it was clear that all price drops were matched by decreases in vehicle cost - particularly batteries.
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  69. Most Lithium is Chinese, and Toyota would have had difficulty accessing it. Not the same for Chinses companies.
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  70. The smart move for any value orientated buyer. Attention orientated buyers should buy the CT.
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  71. At 10x the cost. Why?
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  72.  @Chrislayeruk1  Dying brands always have this issue. Rising brands like BYD will have plenty of parts on hand.
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  73. This joke is underappreciated.
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  74. That joke never gets old. Tell it again.
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  75. Nope. Batteries have optimal temperature ranges based on chemistry. Everyone who follows EVs knows that.
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  76. I have realized this too since switching. Only issue is you can't see over other cars anymore.
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  77. They both agree there should be free trade - no tariffs. Let the best man win.
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  78. No, timing is just bad. 1. Global car sales for the last year are at about 50% of the year before. 2. Interest rates are high right now so buyers are waiting if they can 3. Robotaxi comes first because it seems to be 10x more profitable than a model 2.
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  79. It is fairly clear you have a deal with XPeng but are not disclosing it. I understand that this is how sausages are made fpr streamers but it does not sit well with me.
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  80. That is why they launched it at 80k and not 40k (50k inflation adjusted). Prices will drop and so will manufacturing costs. Tesla does this everytime.
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  81. Molten salt had a round trip efficiency of 70%-80%. Source: Claude Opus
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  82. I think he means in Germany.
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  83. Sam got a free XPeng - grain of salt about whatever he says on the topic.
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  84. Only that price in countries with no vehicle tariffs - namely Australia and Thailand.
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  85. Now, yes. 5 years ago - no.
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  86. The thing is they never give you all the pieces of data you need. Sure it is 500wh/kg but what is its longevity? 1 Year? What is its cost? Doped with platinum so 20x? Does it combust on impact? Um...yes it does.
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  87. The main customers will be other tech companies. Just like in colonialism, the locals could not afford to buy the goods they made.
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  88. Also, your data goes back to HQ. As an Aussie would you prefer it goes to Beijing or California?
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  89. Depends on the game. Swap EV battery for one 30% cheaper and lighter and it IS a game changer. U$4000 is real money for some folks.
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  90. They phone or computer you are typing on required 2000 breakthroughs.
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  91. It might be rational but it is untrue - Multiple people at Tesla have repeatedly denied this. And not for Osborne effect reasons. Tesla will release a cheaper car based on the model 3/y next year - a 30k vehicle. The 20k vehicle is delayed 10 years at least.
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  92. It should work without having to plug it yourself.
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  93. How do you not not know it is well below cost?
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  94. I assume you bought at $410 and not $1.50. Everyone makes mistakes.
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  95. Tesla sells a solar roof.
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  96. The Cybertruck has aspects that make it more practical as well - a body and engine/battery that last nearly forever, free fuel if you have solar at work or home, near zero maintenance besides tires, better electricity supply for tools. Not everything is perfect but neither is it with traditional trucks.
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  97. They do but they have unprecedented construction under way that will make 100% solar in couple years. They would rather be dependant on local solar panels than Aussie coal.
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  98. I have a Xiaomi phone and owned 3 more before it. Hardware is good. Price is brilliant. Software is coded by monkeys.
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  99. The rationale was he betrayed Democrats and said Republican things. Ironically, on balance of his political stances, he is still more left than right.
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  100. Elon Musk is understood to be the hardest working CEO the world over. What are you implying?
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  101. Just like everyone caught up with Google Search, Apple OS and Microsoft Office. What planet you from?
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  102. Sick of you talking about Xpeng. I am sure they are good and cheap and all that but consider the message received. Move onto the next thing.
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  103. Remember, there will be millions of models 3 and Y doing robotaxi service as well. Just in case you need 3 people - or 2x adults and 2x children. Since they have a steering wheel and pedals the drivers seat will be off limits for Model 3 and Y.
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  104. Easy to say. But when it comes to putting down money most prefer to go with the stable offering of Tesla rather than risk some prototype project that probably be cancelled, leaving parts supply in limbo. Only Tesla is making profits on EV in the US.
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  105. Unfortunately, he has SpaceX - which is currently worth more to him. He would just make better use of his time i.e. working for someone who pays and appreciates him.
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  106. You can't just look at the model. You have to also look at the profit on the model.
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  107. In South Africa they hijack the delivery drivers and take all the parcels.
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  108. If we were to dress a monkey in a suit and groom it meticulously, would you then take note?
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  109. It costs a couple billion to develop models. Their pockets are empty.
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  110. BEV makes as much sense on paper as a car pulled by horses.
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  111. You don't need to wager. Withdraw your pension funds and borrow from family and then short Tesla. If you are so sure there will be no risk.
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  112. In total, direct and indirect costs related to the Chernobyl disaster are estimated to be in the range of $235 billion USD to $300 billion USD.
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  113. To make it worth in RHD countries just vertically flip the video! (that a joke, ha)
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  114. People don't think. They let CNN and Fox do the thinking.
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  115. Then the robots will move to another tax jurisdiction.
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  116. It will be a single platform - i.e. like model Y and 3 are same platform and S and X are the same platform.
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  117. Incorrect. Coming soon to EU with minor modifications. 100x safer for pedestrians because software detects incoming pedestrian accidents way before driver does and warns you.
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  118. Incorrect. 90% of those who voted said yes - he never said how many have voted - could be less than 10% of shares - in which case institutional investors will decide.
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  119. You are missing the point. The point is that if he leaves Tesla, and this is a possibility, it would hurt everyone else more than 55bn - employees, shareholders, government, beneficiaries of government welfare etc. Think about the whole system.
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  120. It is not really a dual strategy. They are basically saying they will sell EVs but not a loss like in the past, which means their models will be over-priced and under-specced. They are hoping that somehow Tesla's technology will diffuse into the market and they can move much later to EVs at a lower price.
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  121. There are people who need long range - they own a garage, travel 400 miles a day and have no time to sit at a DC charger. Others are the opposite, they own no garage and can't afford larger battery sizes -they need plenty of superchargers. They should cater to both markets.
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  122. Simple answer. Xpeng pays. Since he visited them in China the channel started shilling for Xpeng.
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  123. You are not incorrect but people who earn 3 figures or more prefer to just have their own car, regardless the cost. They are happy to pay $60000 to not worry about stranger's cooties.
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  124. They are talking 1 million mile warrantee. So basically forever.
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  125. FUD
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  126. Agreed. Tesla does not want the heavy capital expense of building the World's new petrol stations.
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  127. was. now oil is burning.
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  128. 58% market share = not a monopoly.
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  129. "l paid more for service and parts than l paid for the car, " Everyone except Tesla is doing this now. Markup on parts is 800% plus. That is the only place they make a profit.
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  130. THat should be an easy problem to fix. I wonder why they have not done it?
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  131. The price war is in China. The changes in the US are mostly to address weak demand which is mainly driven by interest rates.
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  132. Yes, but production never means full production, it means initial production. So full production 2027.
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  133. There are only a fixed amount of people buying cars and Tesla's market share keeps growing. By deduction, that comes at the expense of ice cars. Most places outside of US and Europe don't yet have supercharger networks so it is home charging only.
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  134.  @Thunderrolls87  Lithium Iron Phosphate works fine up to -30.
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  135. They dropped because NEW prices also dropped. Those had to drop because interest rates are UP. Interest rates are UP to pay for the pandemic QE. Teslas have better longevity than any other vehicle - engineered for 1 million miles without major repairs.
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  136. They last company they gave a handout to was Intel, which just seemed to speed up the rate at which it was circling the drain.
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  137. Smallest recall in World history.
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  138. If it gets stuck a Tesla employee will remotely drive it out of it problem - or you just call another one and do a quick switch.
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  139. Can also be measured by volume instead of weight.
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  140. At the moment the risk is mitigated. Elon needs China for production and China needs Elon to transfer cutting edge technology. Who wins or loses in the long run is anybody's guess.
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  141. Correct. 4680 is just a size. The reason the Cybertruck 4680 was a bit slow at times was they added a dry electrode, a major step forwards in technology, and that was not easy to product perfectly everytime.
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  142. Also, Elon has political opinions that give a whole lot people jock itch.
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  143. They intentionally pulled back 4680 efforts because lithium prices dropped, meaning they could just buy in batteries cheaper from others. Tesla trying to be the best battery manufacturer and the best car manufacturer at the same time is a route to bankruptcy. The only accomplishment Elon needs to get paid was 10x the share price, and he did that, even considering recent drops.
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  144. For consumers where money is no object this would be the thought process. For others, they will look hard at BYD, its price, its features, its longevity.
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  145. Corporations, billionaires and tech shareholders will be the main customers.
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  146. Unsupervised = 500 000 extra sales.
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  147. They have fallen at wholesale - from the factory.
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  148. They can't even make an EV at a profit. Ford is losing $200k per EV sold. Do some research.
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  149. Reuters said Model 2 was cancelled for Robotaxi. This is strictly speaking true but it lacks any important context on what overall Tesla plans for new models are. They implied Tesla was circling the drain and the stock market reacted. It is possible to spit out 'a fact' and at the same time be a fake news propagator. Reuters lost credibility here.
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  150. Jack's super aggressive management style was unsustainable. GE is now a shadow of its former self, maybe for other reasons and maybe as a result of Neutron Jack.
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  151. Or live in a bucket of snot like Neo in the Matrix.
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  152. " Building as many cheap BEVs as possible is a very short-sighted target" Tesla on this plan should be worth maybe $75 a share, at least in the current interest rate environment. Tesla with an AI focus could 2x, 5x, 10x or 100x depending on how the chips fall.
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  153. You can't use the driving dataset to train robots. It works to get them to walk around a bit but after that you need teleoperation data.
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  154. The gold can be recycle, I assume.
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  155. Y has 600 mile version coming up.
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  156. Modern EVs still do explode - they just do so at a rate roughly 10x less often than ICE cars. Any heavy concentration of energy has risk of explosion.
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  157. Would you buy lunch today if you knew lunch in 6 months is for sure going to be cheaper?
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  158. I think you nailed it on the head. I worry that some kind of wobble in China, or sanctions, suddenly cuts off access to repairs and parts.
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  159. Within five years they will likely drive themselves.
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  160. With a roof rack you could have two extra child seats on top.
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  161. They outsource production to Chinas largest auto maker.
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  162. Yes. But what now? Germany cannot let its car industry go to nothing. Too many will suffer.
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  163. Panels on a vehicle add weight. Weight can be used for other things. You have to be where there is no electricity for panels to be worth it.
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  164. The coldest recorded temperature in Sydney is -8 degrees Celsius.
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  165. He goes surfing for 4 hours in the morning. While you are typing toxic comments on youtube.
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  166. 9 out of 10 meat drivers admit to speeding. Of those who say they don't speed - 99 out of a hundred will speed within any given year. Speed is irrelevant - road deaths is what matters.
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  167. The taxpayer must fund the loss. Taxpayers eventually revolt. If the Republicans win you will know that the in the US the taxpayers revolted.
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  168. Tesla's roof product could be the answer.
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  169. No. Just like modern cars don't explode like cars a hundred years ago did, modern batteries no longer do that.
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  170. 7:26 subliminal message 🙂
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  171. The new 3 was excellent. The Cybertruck is excellent. Why would Tesla drop the ball on the Y?
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  172. Buyers in all markets tend to be like that, but they also care about the product and its price tag, and can only hold on for so long. For example, Britain no longer makes British cars in any meaningful way.
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  173. Tesla have been working on this for a couple years as well.
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  174. A medium fee - roughly $3 in rich countries. This will drop to roughly 70c with cybercab, with Tesla;s internal cost being 30c. Owning a car will make little sense.
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  175. Really? The US cars are made in the US with US batteries. It is the most US car as measured.
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  176. The guys where going to be nuclear forever now switching to solar + battery. A surrender that matches 1940.
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  177. Same. Even if it is no an Elon leaves he has left too much momentum behind - like Jobs did. No selling.
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  178. VW, Ford, GM, Toyota, BMW, Merc - all will survive by buying skateboards from Tesla/China - building the car on top of that.
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  179. Sounds like you should report it to animal cruelty.
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  180. They probably said 'practically infinite' but we have seen this year that Tesla have found the limits of demand for 3/Y and CT will find it too. That is not to say demand is not growing, it is, but clearly it is not infinite.
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  181. Structural strength
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  182. Demand and supply. Price is affected by both.
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  183. No. It would be like half that and it is not paid - it is shares. It was a deal - he 20x the share price and gets 5%. No different to any other bonus scheme at any other company.
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  184. Internet rage. Get some air. Maybe even a girlfriend.
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  185. Hummer - attention. Cybertruck - all 3.
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  186. And that is the thing. When something provides more utility than its cost, people buy it and use it.
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  187. They always leave out one important metric. How long does it last? 1.5 million miles? If not, give me LFP in my car.
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  188. most people love to drive in the right circumstances. But everyone hates driving 3 hours a day in crawling traffic to get to work and back. Tesla have driver orientated vehicles. The next Roadster will be 0-100 in sub one second. Also, 1 million deaths on the road a year most due to driver error. Today someone looking at their phone nearly hit me and my kids in the car.
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  189. The defunded 4680 when lithium prices dropped and battery availability was no longer an issue. They are not idiots, they just don't explain their moves very well.
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  190. For some buyers, for others they specifically choose one or the other.
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  191. Tesla 3 looks a lot like a Mazda.
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  192. New model incoming.
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  193. No. Narrative is always just a temporary state of affairs. Interest rates will drop and sales will increase. New models will start to be seen in the results and Tesla will once again be the darling of the hoi-poloi.
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  194. That makes no sense. Range goes down with battery size.
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  195. That is correct. These are semi-solid state, they still have liquid on the one side.
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  196. Makes no difference. If VW falls Germany will fall and with it the EU. Just like Germany made a deal with the US after WW2 VW should make a deal with Tesla - shares for technology.
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  197. You are correct but probably not for the reasons you think. Car people who attempted costings came out at $10k-$15k cogs. It may sell for 30k but you only get to keep 30% of the fares for yourself - the rest goes to Tesla. Tesla has been mum on revenue sharing so far.
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  198. European EVs are simply rebadged chinese EVs. There are only two EV manufacturers: Tesla and the CCP.
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  199. Why get personal?
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  200. Elon has IQ of 170+ and thinks 10 steps ahead. 99% of people have IQ 90-110 and only understand results of the last quarter. Disconnect was inevitable. They will reconnect when Robotaxi is returning 10x current Tesla profits in couple years.
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  201. This is the hard part that almost bankrupted Tesla. Going from a low volume high price tag car that is unprofitable to something they can make in volume and sell for a profit. To make matters worse they need to compete with Tesla who got a massive head start doing this sort of thing properly. Rivian needs that Apple buyout or the odds are stacked against it.
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  202. This is about legal immigration - most of the GOP wants it to stay but the far right want it to go. Very typical and expected disagreement. Not really news.
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  203. 🙂Model 2 would be great in the US. I worry it might struggle against BYD outside the US though...if only because the CCP is heavily subsidizing its EV industry.
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  204. 99% of these will be owned by Tesla. You can buy one if you have a small kid and can't share the car with others for the next 3 years.
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  205. German automakers are getting a hiding at the moment. Could be directly or indirectly related to this.
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  206. A lot of other owners are unhappy with quality, especially when evaluated against price.
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  207. Video is for the US. Chinese cars are 'banned' in the US.
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  208. "Also think anything is possible when thinking outside the box." Then lick your elbow, Einstein.
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  209. They don't mention everything. Lithium batteries will soon be 1.5m miles expected lifespan. Sodium batteries will be 200k miles.
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  210. Bathroom reporting at its best.
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  211. Pretty useless. Big mileage Tesla drivers have found their batteries degrade until about 85% and then stop degrading permanently.
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  212. SpaceX is a bigger portion of his net worth, by a small fraction.
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  213. Stock is up 10%. Not 20%.
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  214. If I could give this man a Bells, I would.
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  215. Everyone who drives it feels the same way. Wait for next quarter to get information on conversion rates. If they are good, expect shares to go up.
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  216. Tesla Model 2 coming soon. Baybe a year or so. Probably be more like 500km range.
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  217. Tech is not ready yet. Cost is not much lower than LFP without the long life of LFP.
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  218. In theory, no. In practice, yes. Might cost you more in transport and import duties though...
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  219. Mountain of a mole hill.
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  220. They did. But they are only one making a profit on EVs so the 'moral high ground' remains with them.
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  221. Ford and GM are 'votes for jobs' programs. Since those votes go to the Democratic party the piper must be paid.
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  222. It generalizes. There was a video of it driving fine in Georgia (the country) where it has zero data. They obviously hacked its GPS.
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  223. Elon is truthful to a fault. His estimates have been very wrong but he qualified them as estimates.
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  224. BYD has an blank cheque when it comes to EVs. The CCP is putting all their spare cash into EVs.
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  225. Live long enough and nearly every person becomes immobile.
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  226. Pre-orders are fake demand. Cybertruck had 2 million and 95% chose not to buy when the final option came.
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  227. Sam is talking nonsense. The Cybercab could probablt fit 4 foldable wheel chairs. 60% of the car is boot space.
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  228. This. Tesla needs to educate potential customers. 90% of non-owners think they cost 2x an ICE vehicle, catch on fire, need a new battery every 100k miles and that there is nowhere to charge them. It is not 2011 anymore.
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  229. Yes. But this makes them angry. It is like telling your fat kid his food intake is going to be adjusted based on his weight gain.
    1
  230. Anyone who can read short term fluctuations in the stock market would be a billionaire in a couple of months. There are no such people. There are plenty people, though, who type the second half of their post in caps.
    1
  231. There is a flat version that is even more space efficient.
    1
  232. The politically left are roughly 20% of the population. The right are also about 20% and those who are non-political are about 60%. This is a nothingburger.
    1
  233. Yes. That is why there is a reveal on 8/8 of Robotaxi. Robotaxi will be like a $5000 dollar car for the World.
    1
  234. Who will survive: Tesla - because of FSD BYD + other CN brands - because infinite resources ensures survival - will license FSD Ford - because they license FSD and government bails them out VW - because they license FSD and buy BYD skateboards and good brand Toyota - same as above The rest will go the way of Studebaker
    1
  235. Enron has no products or cash. Tesla has several products and 30bn in cash.
    1
  236. There were barriers to smartphone adoption.
    1
  237. Bannon's political career lasted a couple months 8 years ago. Musk is the playmaker right now.
    1
  238.  @jimmanley2796  You are 100% correct but don't waste your breath on 12 year olds with keyboards.
    1
  239. Unboxed means they make the car in four separate sections simultaneously, then join those together like Lego at the last moment = 4x production speed. Chassis, left side, right side and top. Much harder to do than it sounds.
    1
  240. It is not called Q. The chinese translators messed it up.
    1
  241. No. They will make 500M next year because they are ramping. Tesla understands ramping better than anyone.
    1
  242. How about for $2bn he agrees to outright ban ice. Elon could cut him a cheque.
    1
  243. Sucks is a bit too strong a word. It just needs more data. If people can drive in snow FSD can learn to do it to.
    1
  244. China is currently fighting with the West. As a result, Chinese real estate has crashed leaving multi-generational bonds underwater. This means they cannot draw down on their bonds to fund a new car, and they likely don't qualify for car finance, so the Chinese car market drops. They need to export but import tariffs elsewhere make this impossible.
    1
  245. Sleepy Joe will just make it more appealing to buy a Tesla with more charge points.
    1
  246. Hard times for woke folks.
    1
  247. 100% correct. But because it takes 100+ words to explain this 99% of keyboard warriors not going to read it.
    1
  248. With no paint to fade, it can just be parked in the driveway, if you have one.
    1
  249. You just buy one of these for 30k and while you are not using it, it goes and earns money for you. Net cost of two years = 5k. If you don't want vomit on the seats just restrict to family and friends on the app.
    1
  250. You could probably connect a PlayStation steering wheel to the usb port.
    1
  251. Democrats would posit that right wingers are not people. Neanderthals or something like that.
    1
  252. "the current products aren't selling liked before" I question the general veracity of this statement based on information we have receive from Tesla
    1
  253. 3 just refreshed. Y new version next year. The myth of stale models is something CNN made up because Elon = bad.
    1
  254. No idea. But I bet the Tesla Next Gen Vehicle will have zero rustable steel. Plastic outer body. Aluminum chassis. Some things must be steel like coils but those are replacable.
    1
  255. Xiaomi pre-orders are almost certainly fake in the sense that most will cancel.
    1
  256. Long term Lithium is very much needed. Short term all the US manufacturers (besides Tesla) are switching to hybrids because they can't compete at a profit with EVs.
    1
  257. Tesla makes Y in Berlin. 3 comes from China. Tesla will have to move production of 3 to Berlin. This is the exact reason Tesla has a factory on every continent.
    1
  258. Thing is, the average size of a car/truck in the US is so large that you literally cannot buy the smaller cars that are very viable in other countries. If you are in an accident you will be pancaked. To say nothing of girth sizes.
    1
  259. Performance issues. He does that when it is clear they are just coasting along and not trying to advance Tesla. If you think that cruel you need to understand that by not doing he is cruel to others - employees, shareholders, suppliers, customers.
    1
  260. Sure. Will it with water then plug them into a Supercharger. It will cost $5000 to fill it though and explode if you bump it.
    1
  261. Tesla. China. There is no third place. US and EU traditional brands are losing money on EVs.
    1
  262. There are curently as many supercharger stations in the US as gas stations. That said, Cybertruck is not yet the vehicle for off the grid.
    1
  263. The thing about Chinese EV vs Tesla is subtle and hidden. When Tesla sells a model y for $45000 they built it for $40000. When Xpeng sell a Model Y beater for $35000 they built it for $40000 with another $100000 in hidden subsidies. In other words, the one is a business, they other is a jobs program. One is sustainable, the other will eventually collapse just the like Chinese property market did.
    1
  264. The whole of China operates at a loss. They take most of the proceeds of exports and invest them into US bonds to keep their currency low. That is how they compete. That is why they must work 996 to rent a two bedroom flat over 99 years.
    1
  265. Price = supply and demand. The asteroid increases the supply so the price drops 1000000x. Then it only worth $4 trillion. A helluva lot, but not an earth shattering amount.
    1
  266. Waymo expensive. Thats why they called Waymo. $100 000 to kit out a vehicle. $1000 to kit out a Tesla for FSD.
    1
  267. Bravery: He goes surfing. What do you do?
    1
  268. My first thought. CSP solar uses molten salt.
    1
  269. All the Chinese EV makers are owned and funded by the CCP. They will pick a few and move the staff from the others to the chosen few. They are all effectively one company.
    1
  270. Elon's antics. 60% of Americans are not political. Whether you are Blue or Red there is 20% of the population who won't buy your cars. And the rest of the World don't care. It makes less that 1% difference.
    1
  271. The cheapest model 3 has a sticker price lower than its competitors. Its lifetime cost is 50% of any similar ICE vehicle. What exactly are you talking about?
    1
  272. Battery lifespan not good.
    1
  273. I company needs to find where the sweet spot is for margin and volume - they need to try different things.
    1
  274. Debunked as fake news. Oil companies pay PR firms to spread that message.
    1
  275. Your facts are ruining a good argument. Could you maybe just keep them to yourself?
    1
  276. Y refresh coming in some number of months. Robotaxi is 10x the value of Vans and Model2 put together. They will come, but maybe in 2026.
    1
  277. Viking - you are thinking at level 1 and Elon is thinking at level 3. Electric cars are getting cheaper so on a long enough timeline ICE is doomed. If the subsidy goes Tesla will still be profitable and all other US ev makers cannot keep up. In a nutshell, Tesla just checkmated the entire US car market with this move. Counterintuitive, I know.
    1
  278.  @aleksandarsusnjar9574  Fair enough
    1
  279. Total cost of ownership is way cheaper. Doubly so if you have solar.
    1
  280. My 6 year old daughter understands the effect dropping prices has on demand. Literally.
    1
  281. Battery needs to be made in the US to get $3500 of the rebate. Tesla has to license the tech from CATL and produce it in a high labour cost country which means the battery will be $6000 and take 24 months to set up that factory.
    1
  282. Yes. Unless you want attention, then buy now.
    1
  283. Somebody subsidized you about $60 000 to buy it. Would you love as much if it cost $60 000 more? I think not.
    1
  284. 100%.
    1
  285. 2nd hand prices follow new prices. New prices came down because interest rates went up. Depreciation is an illusion if you keep the car - they are engineered for 1 million miles.
    1
  286. Nobody is arguing that. They are arguing why can VW not reduce salaries to make it more competitive with China.
    1
  287. Unless you put them in reverse. Then they are the way to move backwards.
    1
  288. The CCP is pumping all its spare money into this. I think they have over-pumped.
    1
  289. I actually like it. Still prefer CT.
    1
  290. Rawlinson is a vigorous blowhard. They sell a car 1% better than the Model S for $160 000 more. Thing is, nobody is really buying the Model S anymore as all those potential buyers bought Cybertrucks instead.
    1
  291. It is representative of the political left. Everything looks great at first glance. Dig down and the whole thing is rotten to the core.
    1
  292. The fall of the Roman Empire - the final chapter.
    1
  293. Maybe so, but the new Atlas is really creepy the way it moves.
    1
  294. No doubt. I think the original estimate of 40k (50k inflation adjusted) was only a little off - I think in the future (maybe 3 years) we will see the base model sell for $55k in todays money - maybe $60k in 2027. Holding it back is 1) Interest rates so high right now 2) 4680 dry cell ramp 3) Huge backlog 4) It takes a couple years to drop costs of a new line, especially labour costs.
    1
  295. Cybertruck doing great. FSD doing great. Maybe you are referring to his politics? It is a zero sum game - if you suck up to Dems then Magas cancel you, and vice versa. US is only 20% of customers and only 40% of the US vote.
    1
  296. Everyone knows Xpeng paid you. It has been obvious from your sudden change to shilling for them half way through the year. Nothing wrong with making money but I for one will not be believing it.
    1
  297. I don't think you get it. If he holds the patent then the 65% goes to him only.
    1
  298. Toyota deserve respect as the greatest car company before Tesla. I've never had the chance to own one.
    1
  299. This is true but when you make the battery pack it allows for weight savings in other ways.
    1
  300. Shhhh...ut up. I am trying to buy at the bottom here.
    1
  301. California?
    1
  302. The community made up the term for the refresh. Tesla no doubt have a different name internally.
    1
  303. Correct, hence the drop from 409 to 142. But global car sales are down 50% too. And interest rates are high so people are holding off. And Tsla has many sources of future profits not from selling more 3s and Ys. So time will pass, interest rates will drop, new projects will come online and the trend will reverse. Those who jump on and off based on quarterly results will lose out.
    1
  304. 50% discount. 50% chance of an oil leak.
    1
  305. Sorry, but this was a 'game changer when lithium was over 544000 a ton, now at around 100 000 these batteries will cost a whole lot more than lithium ones - in particular LiFeP04 ones.
    1
  306. Ad hominum
    1
  307. Global car sales of all brands and engine types are down 50% from their high a short while back. Elon's fault as well.
    1
  308. His hair. That reference goes back a few years...lol
    1
  309. The new electric one was going to be way, way too heavy for cornering. Rather buy a restored classic one for weekends and drive a Tesla during the week.
    1
  310. It was fixed before the recall. Like a 1000 units had to go back to get a single screw put in.
    1
  311. Price changes are always regional. The are the same in the UK because people are buying them in the UK, which implies their price is correct.
    1
  312. The word for it is payola
    1
  313.  @whowhy9023  That is Ford. Rivian is at $40 000 negative gp.
    1
  314. This. Cushy jobs in exchange for votes are going away. Not a bad thing.
    1
  315. Yes. But they will make 400M in the next year. Now do the maths for that.
    1
  316. This
    1
  317. Good points. Exterior size is meaningless.
    1
  318. Both versions are used liberally. Or we could just say stock - inventory is a decidedly American-only word.
    1
  319. I am calling BS. Provide proof.
    1
  320. No. Every major manufacturer is a jobs for votes program designed to transfer government money into jobs for loyal voters. Ford, GM, VW, Toyota, Stellantis. All are circling the drain in the face of real competition. i.e. Tesla and China
    1
  321. No worries. Stellantis will soon sell it too. Tesla will buy it to store Cybertrucks before delivering to customers.
    1
  322. Its not absurd, in other countries the cheapest cars sell well simply because many can ONLY afford that car and even then it is a stretch. Americans just don't realize how wealthy they are in comparison to many other countries.
    1
  323. Profit looks into the past. Share price looks into the future. What are Toyota going to sell when the various EV mandates kick in? Toyota is the greatest car company of the last 50 years but that does not guarantee the next 50.
    1
  324. It would make it heavier. By about 20%.
    1
  325. Maybe - but he never said he is.
    1
  326. " this is the fly in the ointment!" China has fabs that are increasing in ability. Elon overpowered the hardware 100x over what was needed so if it is 10x what is needed it will be fine.
    1
  327. Thanks to Uber. Younger generation don't want to drive.
    1
  328. They book sales when it goes to the stealer. So management needed to stay employed. So they overproduced and sent them out.
    1
  329. "Its latest gross margin on cars is 25%" Off the books the CCP is paying them and giving them free land, electricity, labour. Anyone can make a profit on the books, the real trick is to make an economic profit. This is why they sell more than Tesla and the market cap is 10% of Tesla. You can't fool the market as to your real margin.
    1
  330. I agree. Musk does not need Sandy to defend him. Sandy was better purely as a dismantler of vehicles.
    1
  331. 4680 is ramping with Cybertruck so it is not cancelled - it experienced unexpected technical problems related to physics. Inflation (thanks to pandemic spending) cancelled 50% CAGR. CT can, in the future, easily have 500 miles - teardowns show the battery area is 50% empty with space for a 2nd battery.
    1
  332. This will come once 4680 ramps higher. 50% of the battery area is empty in the CT.
    1
  333. Virtually every vehicle has multiple trips to a panel beater. The Cybercab is designed to be 10% of the usual cost for paint and other minor repairs. It will be plastic on the surface which returns to shape with some heat and can be buffed to look new. No taking off panels and repainting them.
    1
  334. Virtually every country in the World tariffs cars not manufactured on local soil. Normally they will let foreign manufacturers build local plants. In this case China stuck its thumb in America's eye way too many times of late - supplying Russia's war effort being just the latest one. For now, it will be Tesla and some rats and mice selling EVs stateside.
    1
  335. They were, and then the lithium prices fell a huge amount, now they are not.
    1
  336.  @steven4315  Respect for seeing it through. I can't help suspect that things are not going to go well because there will be a permanent shift to EVs and Tesla is heavily automated, and will automate further. There will always be auto jobs but they will be more and more engineering and less and less working on the line.
    1
  337. Research: Roughly 50% of people 'like to drive' with 15% 'really liking it'. If you dig into the reasons they like it, a Cybercab might suit half of them better e.g. They like to see the scenery fly by or get out of the house. There is also the matter of safety - 1.5m dead per year, 41k in the US.
    1
  338. Meh - the Chinese government is currently pumping all their spare cash, resources and people into their car industry. Once that stops and competition must be on an equal footing, then things get much more difficult.
    1
  339. It is a fake price in China. Only for sale to party members.
    1
  340. If you look at models sold in the US available in other countries - the lowest spec model in the US is usually the highest spec elsewhere.
    1
  341. Tesla has a factory in Berlin. And can ship from the US.
    1
  342. Yes. Every week they post a new one. From footage taken in 2002.
    1
  343. No. If it was panic they would have dropped on all models in all regions. Instead it was just the odd model in certain regions.
    1
  344. Maybe the union can buy the unsold China cars.
    1
  345. They never give the battery longevity. Would be nice to have a cheaper chemistry but Lithium Iron Phosphate batteries will last 1 million miles+ (modern ternary batteries good for half that).
    1
  346. Smokers are a dying breed...both figuratively and literally 🙂
    1
  347. EV prices outside China can't continue to drop forever - only Tesla is making a profit on them and even they are running out of room to keep dropping.
    1
  348. In a perfect World, yes. In the real world both are extremely difficult projects to pull off - if you do both at once failure is guaranteed. He picked the far more promising option. Beer and peanut gang disagree but those who think as entrepreneurs do see the pure genius of the move.
    1
  349. The will cast the chassis in one piece unlike current 3/Y which use 2 parts.
    1
  350. China's electricity is basically grid semi-functional since they banned Australian coal. Heavy EV rollout will only make that worse. China is notorious for parading fake products, military equipment etc. Caveat emptor.
    1
  351.  @davidfujkk8018  CCP is investing everything they have into EVs and batteries, just like previously with solar panels, phone manufacturing and real estate construction. Tesla needs to continue to make its own batteries because of the US incentives and to prevent CATL gaining pricing power over Tesla.
    1
  352. 1500 vs 2500 - how is that triple?
    1
  353. The thing is China always saw trade with the US as part of a forever war against the West. The subsidize as much as they can while they steal as much technology as they can.
    1
  354. Don't take it personally - it is just Hunter Biden's chatbot network.
    1
  355. Those are technical terms. These words are also used in everyday speech with far looser definitions.
    1
  356. I want to know how long China can government subsidize their EVs? One year, five years or forever. This is a critical question.
    1
  357. You think Reuters shorted the stock? Or someone worked with them? If that ever got out there would be hell to pay.
    1
  358. 85% don't not apply to LFP batteries. They are good for 100%. Tesla tend to use LFP and NMC in different models.
    1
  359. and Democrats are saints.
    1
  360. Elon never once said the words Model 2. Nor has he ever.
    1
  361. Tom Nash runs a good channel. Rebellionaire specialize in manage concentrated positions. All depends on what risks you wan't to mitigate.
    1
  362. Cybertruck is currently only selling the 'suburbanite version' due to demand. In a couple years they will sell the utility version for less money. Self driving will make a huge difference - you can work on a laptop or the phone while you drive long distances. Also, a zero fuel cost could be a thing for a working truck.
    1
  363. Except these ones might be closer to 50% as well now, making them suitable for small installations.
    1
  364. T2 war scene is not far from Ukraine front lines. Almost everything is automated.
    1
  365. Everyone is part of a cult. Those in the Tesla cult at least know what cult they are in and its attendant risks.
    1
  366. No, because they workers got their agreed salary and Elon did not get his. There was a deal that he lead the company so its share price is 10x - he did that - and shareholders and government were paid too. Only Elon was left sucking hind tit.
    1
  367. Chaps. That is indeed a generous description. @rorykeegan1895 
    1
  368. It will fail badly - for the same reason Microsoft failed - no Google Play Store, no Apple App Store.
    1
  369. This smells like payola
    1
  370. Tesla wins on profitability. Lucid is competing with Tesla of 10 years ago.
    1
  371. Vehicles almost never fall under export agreements. Vehicles are special, every country wants them made within their borders as they bring jobs.
    1
  372. They are busy actively hiring 5% on other projects.
    1
  373. True. But they are blocked from the US and the EU and India. They can sell to themselves and some odds and ends locations.
    1
  374. $25000 was a price point meaningfully lower than the best selling cheap cars in the US, which is about 28k-30k. It would probably still need to be $25k.
    1
  375. X usage is double. Censorship is one tenth. Snowflakes have left. What is the problem again?
    1
  376. This was true when Lithium was 5x the price compared to now. Alas, no longer.
    1
  377. I think the days of auto-manufacturers being jobs-for-votes programs are coming to an end. Tesla Cybercab factory will probably have no humans inside - a so called dark factory.
    1
  378. Short terms bulls already folded. Long term bulls are willing to wait 5 years for 20x.
    1
  379. They are not playing a game. Demand is all over the place thanks to interest rates. Once it stabilizes so will prices.
    1
  380. Just an idea - maybe Tesla software can prevent this - AI can easily see if the driver is drunk, tell it is Friday night, tell there are no seatbelts on, tell it is going 100mph in the inner city, tell it is going to hit the curb and so on. If people want to kill themselves let them buy a Ford instead.
    1
  381. Reuters is considered a worldwide bastion of reporting integrity. Or I should say was. Viking is a surfer who reposts news in the afternoon. What sort of comparison are you trying to make here?
    1
  382. The work of historical loss ratios - a car with FSD should have 10x-100x less accidents, so yes. Maybe not today, but in time.
    1
  383. If you have enough money to live out your life diversification is the single best thing. If you have very little, bet on one thing, research it like mad, and hold on tight.
    1
  384. Canada is a backwater. In the US lawsuits decide who rules the World and generally, there is unlimited legal budget on both sides.
    1
  385. People have high vanity when it comes to the look of cars.
    1
  386. 90% of Elon's critics, if they were him, would take his money, donate most of it to the Democratic party and then go live on a beach somewhere.
    1
  387. Cybertruck space for the battery is currently 50% empty but the drop in Lithium prices have made Sodium Ion an unlikely contender.
    1
  388. Very similar. Possibly get hotter than a sand battery.
    1
  389. A perfect truck at the perfect price. Estimated loss per vehicle covered by a CCP subsidy - $100 000 USD. Runway to reduce costs massively - 1 year.
    1
  390. Careful what you wish for. Without Elon innovative urgency dies. It will end up like VW or Nissan or Stellantis.
    1
  391. Engineering should always be evaluated at a price point. Chinese EVs seem at first glance to be amazing engineering at an amazing price point, until you understand how heavily subsidized they are by the CCP. I think real subsidies compared to Tesla are near 50% while Tesla is subsidized maybe 15%. In other words, Rawlinson is right.
    1
  392. Ostensibly Waymo drives just as well but it can't scale because to kit the car out is $200000. Also, it not clear how often Waymo staff remote drive their taxis.
    1
  393. Actually, the transition from horse to car took a long time 1887 to around 1960 - or about 85 years. Cars exceeded horse worldwide around 1960. It was earlier in America and England of course.
    1
  394. Tesla will not flourish thank to MAGA. Simply that the endless regulation and warfare are now out of reach of the Dems.
    1
  395. Self driving is roughly 10x safer than a human over its total lifespan - latest version is probably heading to 100x - often dodges tricky situations 99% of humans don't even see. The problem is it can create embarrassing situations sometimes but the latest version got rid of most of those - prompting Musk to see the way to the finish line.
    1
  396. The lowest recorded temperature in Minnesota is -60°F (-51.1°C). This record was set on February 2, 1996, in the city of Tower, located in northern Minnesota near the shores of Lake Vermilion.
    1
  397. You would be dead wrong - they cancelled roadster, S, X, 3, Y and Cybertruck. Bunch of fools.
    1
  398. Wall street only go nuts when there is revenue growth. That will be a year or two later.
    1
  399. Australians are upside down.
    1
  400. In a perfect World you would be right. In the real World, Chinese government owns and heavily subsidizes its car manufacturers. This is a type of economic warfare where you plan to recoup you losses many times over once you are the only game in town.
    1
  401. Horse drawn? @danharold3087 
    1
  402. They never invested in battery r&d. They never invested in automation. So now Tesla and China produce a car twice as good for half the price. It is like Apple and Blackberry.
    1
  403. You might not have to worry about the UAW but I can imagine a scene similar to Jan 6 outside the Gigafactory.
    1
  404. How would you even begin to know that, unless you work at Tesla and your name is Elon Musk?
    1
  405. They still mislead their readers by implying Tesla was circling the drain. The leaks were from low level employees who had no context.
    1
  406. What would be a good PE to buy Amazon, Tesla or NVDA at? 1000? 10000? More? There is no theoretical limit for PEs for growing companies. If you buy Ford or Walmart pay close attention to the PE.
    1
  407. The ever increasing prices were a way to discover the volume * profit sweet spot - $8000 seems to be it.
    1
  408. Ahead for now. Cybertruck is going to ramp and ramp and ramp and ramp - until they are more common than F150s of any engine type. Cheaper Cybertruck versions will arrive in a couple months.
    1
  409. Viking pecs. True to the name 🙂
    1
  410. They will soon outlaw deathtraps like that.
    1
  411. They have no option because global car sales are down 50% thanks to inflation/interest rates. They have $30bn cash and they will burn $20bn on Robotaxi - half on design and half on production ramp - this has the most potential for returns and so is the 200 IQ move.
    1
  412. 130 000 staff. Currently hiring maybe 7000 of the 14 000 laid off.
    1
  413. Most ex-British countries don't use that word, we say stock.
    1
  414. So you are moving to China then? They are not coming to the US or EU.
    1
  415. But how often? 10%? 50%? Delays are often just heavy winds or a disruptive passenger. Only if its a Boeing and the panels are falling off might they need to cancel.
    1
  416. Ukraine will buy them all. They remote-control them into enemy positions leaving everything 'flatter'.
    1
  417. Don't troll the comments please
    1
  418. China have already built some of the most massive supercomputers. Before the bans. Maybe these are suitable.
    1
  419. China also said Tesla could take 'training relevant data' back to the US. The just don't want video of their military bases or CCP offices leaving the shore.
    1
  420. This
    1
  421. Worst idea ever, because someone else will decide what pocket money you get, and it won't be much. Better is that all technology shares (Worldwide) go into a trust and every person who breathes is an equal beneficiary.
    1
  422. Yes. That is why Elon open sourced Grok. That is why Elon removed broad censorship from Twitter.
    1
  423. Cumulative since the start of the year is what you should take from this. So cash reserves with drop from 30 to 20.
    1
  424. You would have been right 10 years ago. China's car industry is now the new Germany and the new Japan.
    1
  425. Facelift, in other words.
    1
  426. EVs don't need a service. If you send it in the wash it and replace (the still unused) brake pads.
    1
  427. They can theoretically, but practically nobody outside of China is trying as they don't have the engineering for capital. China is burning all their spare cash to try and catch up, only to get tariffed out of the 3 largest markets - US, Europe and India.
    1
  428. ID Buzz is so pretty. When my Tesla shares go up I might buy one.
    1
  429. Kamala gonna need one soon.
    1
  430. Absolutely. But is creates an investment opportunity because half the public think he is crazy and can't run a company meanwhile he is engineering his way to 10x Tesla.
    1
  431. Unlikely. Nvidia tends to 5x performance per new AI chip.
    1
  432. It should be, but is not.
    1
  433. China gets pretty hot in parts, and they are selling there.
    1