Musk Says Tesla ‘Dug Our Own Grave’ With The Cybertruck

This is what I read from I forgot which Wall Street banker's analysis: The biggest risk to Tesla is "what if Elon quit" not "what if Elon screw up". A lot of its value is betting on Elon getting things done beyond what a typical Harvard MBA can, and we have seen how many other Harvard MBAs destroyed large industrial companies in the US.

Putting Mexican on hold when interest rate and trade war going on make sense. Despite Tesla being a "tech" company raising money near free like a Tech company instead of a car company, they are still facing rising interest rate impacting their funding as well as their customers' funding. All car companies should put their expansion plan on hold at the moment, not just because of interest rates but also their rising union wages.
Sometimes doing the development work now while things have slowed can put companies in a great position once things pick up. I was reading in Inc magazine that several large companies were developing and got going during a downturn or recession. FedEx, UPS, Cliffbar, and others.
 
Sometimes doing the development work now while things have slowed can put companies in a great position once things pick up. I was reading in Inc magazine that several large companies were developing and got going during a downturn or recession. FedEx, UPS, Cliffbar, and others.
That's not how Elon rolls. I'm sure there are other visionary leaders like HPs founders are like that. Elon isn't one of them. He moves fast and double down with investors money, and he is very good at getting investors money.
 
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Not a Telsa investor so I guess I'll take this HSBC analysis with a grain of salt. If you only look at the automotive section of Tesla I guess you can compare this to Toyota, if Toyota runs their business like Tesla. They don't.

I also don't agree with some Tesla investors' justification on their stock price and future. Sure they are 4x Toyota now but they are a high volatility stock vs Toyota likely being steady year after year. Will Tesla crash? rise to the moon? Who knows. I know Toyota is a better deal for me and more predictable if I want a predictable company.
Engineers have been telling the Big Giant head they're a decade or two out before anything remotely resembling "autonomous driving" exists. I've said for years that the roads will have to communicate back as well not just the vehicle.
 
Engineers have been telling the Big Giant head they're a decade or two out before anything remotely resembling "autonomous driving" exists. I've said for years that the roads will have to communicate back as well not just the vehicle.
Maybe true. I have no problem with people wanting to buy it as is as a toy but I personally believe the commercial trucking would get there first, and come out with a lobbying mechanism to change the road (either new design on something for the truck / car to "see" it better like magnetic indicator on the road), or as you say communicate back.

Truck companies would pay billions to come up with a way to keep on trucking 247 without human involvement and remove the limit of 10 hours per day driving. I don't think consumers have the reason to pay that much when they can just fly.
 
Someone took this video at a Supercharger a few days ago. Only 77kW at 71% and 55 minutes remaining to hit 100%.

I’ve said it before, but it’s my opinion GM’s Ultium cells and Tesla’s 4680 cells really only have one benefit - cost. Both have shown they generally charge worse than most other cells. 4680 equipped Model Ys are the slowest charging Model Y versions.
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My God, that looks absolutely awful.

Telsas have become the velco shoes of automobiles.
 
Well, I was a Solutions Architect using years of data and statistical forecast tools to glean information for the executive staff at a multi billion dollar Silicon Valley company. Numbers, by themselves, can mean whatever you want them to mean, or what you think they mean. But if you choose to be rigorous, you will find truth in numbers. The application I developed was responsible for reporting financials to the SEC, so it was pretty well validated.

I don't get the anti Tesla rhetoric either; I am proud to see a great American company leading the world again.
Jeff: thanks for keeping it focused on numbers - and not letting the Twitter deal mess you up …
 
Tesla just put this sign outside their store at a San Diego mall today.

2,500lbs payload. They promised EVERY model would have 3,500 lbs. payload.

11,000lbs towing. They promised up to 14,000 lbs towing.


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"

Tesla Cybertruck Isn’t Nearly as Bulletproof as Elon Musk Wants You to Think​

Musk bragged about the pickup’s resistance to a “Tommy gun,” but that’s not the protection he originally promised."

This should get Elon into real hot water as it's one thing to promise range or features but "bulletproof " is really dicey and has to be stipulated.
Why Teslas cybertruck isn't as bulletproof as musk claims
 
I think while you are valid in your opinion, i think alot of the target demographic wont care. These folks want a lifestyle vehicle to complement their model s3xy or just want their new ev to be a statement piece.

I think they have another winner on their hands, for their demo. im excited for the ground up next gen e150
 
I think while you are valid in your opinion, i think alot of the target demographic wont care. These folks want a lifestyle vehicle to complement their model s3xy or just want their new ev to be a statement piece.

I think they have another winner on their hands, for their demo. im excited for the ground up next gen e150
Time will tell; the Cybertruck is a strange, risky endeavor. It just seems to me that for a pickup to be viable, ultimately it has to function like a pickup, not just a lifestyle vehicle. Who the heck knows?
 
has to function like a pickup, not just a lifestyle vehicle. Who the heck knows?
Not sure marketing gurus would concur with your assessment. Trucks and like vehicles are wildly profitable for the image and perceived lifestyle. The function of a pickup is just a seed of equivalent benefit for a few pickup owners.

It is very rare for a person to purchase a vehicle based on needs. Almost all vehicle sales are based on wants.
 
Tesla is continuing to slash their margins, and market share. Elon just put the entire Mexican factory on hold indefinitely along with the cheaper "Model 2". Tesla isn't the king of the heap as they once were. It seems as if Tesla is stagnating which is great. If Tesla board members were smart they'd oust musk and start looking for a leader with a sense of direction.
Should have grabbed Altman and then I could sell my stock after the AI hype boost. 🤣
 
And people actually thought the specs musk claimed would turn out to be true? He's a hack.
My guess is the “500+” mile range will be BS too.

Same as the 630 mile Tesla Roadster II
Same as the 520 mile Model S Plaid Plus
Same as the 500 mile Tesla Semi (fully loaded)

All complete lies.
 
Article in todays WSJ says that Tesla is having a big problem with the choice of ultra-hard stainless steel.

"...
The stainless steel, which is being used for the truck’s outer shell, has proven challenging to bend and manipulate, testing Tesla’s ability to shape the material into body panels that line up correctly and don’t result in large gaps when installed, according to people who have worked on the pickup.

On top of that, it is so hard and strong that it can be difficult to flatten, these people said. The metal is produced in coils that resemble giant rolls of toilet paper, and even when unrolled, it has a tendency to spring back into its earlier, curved form. ...:"

Basically it's too hard to manipulate using typical stamping machines.
 
Article in todays WSJ says that Tesla is having a big problem with the choice of ultra-hard stainless steel.

"...
The stainless steel, which is being used for the truck’s outer shell, has proven challenging to bend and manipulate, testing Tesla’s ability to shape the material into body panels that line up correctly and don’t result in large gaps when installed, according to people who have worked on the pickup.

On top of that, it is so hard and strong that it can be difficult to flatten, these people said. The metal is produced in coils that resemble giant rolls of toilet paper, and even when unrolled, it has a tendency to spring back into its earlier, curved form. ...:"

Basically it's too hard to manipulate using typical stamping machines.
we shall see since first delivery is in 3 days.
 
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