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Michael Nurse
The Electric Viking
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Comments by "Michael Nurse" (@michaelnurse9089) on "Tesla fast-tracking $25,000 Model 2 and Model Y Juniper for late 2024" video.
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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Y has 600 mile version coming up.
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He goes surfing for 4 hours in the morning. While you are typing toxic comments on youtube.
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Stock is up 10%. Not 20%.
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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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Elon is truthful to a fault. His estimates have been very wrong but he qualified them as estimates.
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You could probably connect a PlayStation steering wheel to the usb port.
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"the current products aren't selling liked before" I question the general veracity of this statement based on information we have receive from Tesla
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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.
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The community made up the term for the refresh. Tesla no doubt have a different name internally.
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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.
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You think Reuters shorted the stock? Or someone worked with them? If that ever got out there would be hell to pay.
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Elon never once said the words Model 2. Nor has he ever.
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Vehicles almost never fall under export agreements. Vehicles are special, every country wants them made within their borders as they bring jobs.
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They are busy actively hiring 5% on other projects.
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$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.
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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?
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You would be dead wrong - they cancelled roadster, S, X, 3, Y and Cybertruck. Bunch of fools.
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They still mislead their readers by implying Tesla was circling the drain. The leaks were from low level employees who had no context.
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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.
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