Tesla Q1 sales flatlining, as I have predicted

JeffKeryk said:
We live in a world economy and a world market. Manufacturers are in the business of making money. In addition to financial considerations, market penetration plays a role in factory locations.
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We do live in a world economy and a world market, and today's version is one that's so corrupted and short sighted we do business with ideological enemies who are out to destroy us.

And, market penetration plays a role in factory locations....? I don't see Tesla being a big player with the Mexican driving public for a very long time, if ever.

Scott
 
JeffKeryk said:
I have said before that a key reason I bought the Model 3 in Dec 2018 was the reopening of the ex GM ex NUMMI plant in Fremont, right up the road. When NUMMI shuttered, many lost homes and the local economy suffered. Parts suppliers, restaurants, many businesses were affected. Today more than 20K people work there, far more than NUMMI ever had. I choose to support this with more than lip service.
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And given that all costs associated with that NUMMI plant are far higher than in China, Mexico, or even other parts of the US, NUMMI's days are numbered.

Jeff, you always talk about Tesla in the context of shareholder value. The best thing Tesla could do with respect to shareholder value is close NUMMI and manufacture their cars somewhere else.

And that day will come for the very reasons you advocate - shareholder value. Shareholder value on a freaking quarterly basis.... Shareholders playing the market with no real skin in the game, putting factory workers into the unemployment line just to enrich themselves. It's modern day capitalistic "genius".

It's so amazingly shortsighted history books will reflect back on this business model with incredulous, dumbfounded amazement.

Scott
 
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slo town said:
We do live in a world economy and a world market, and today's version is one that's so corrupted and short sighted we do business with ideological enemies who are out to destroy us.

And, market penetration plays a role in factory locations....? I don't see Tesla being a big player with the Mexican driving public for a very long time, if ever.

Scott
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Interesting times ahead. You and I remember when you could buy a flat top house in Sunnyvale for $5000. Now that same house is $2.5M or more. And the owner drives a Tesla and a MBZ.
 
JeffKeryk said:
I have said before that a key reason I bought the Model 3 in Dec 2018 was the reopening of the ex GM ex NUMMI plant in Fremont, right up the road. When NUMMI shuttered, many lost homes and the local economy suffered. Parts suppliers, restaurants, many businesses were affected. Today more than 20K people work there, far more than NUMMI ever had. I choose to support this with more than lip service.
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I get it. I have seen a lot of heartache and misery dropped upon people trying to do the right thing. Working and paying taxes and raising families all across the USA since the 70s. Have friends who have relocated more than once or twice chasing work.
slo town said:
And given that all costs associated with that NUMMI plant are far higher than in China, Mexico, or even other parts of the US, NUMMI's days are numbered.

Jeff, you always talk about Tesla in the context of shareholder value. The best thing Tesla could do with respect to shareholder value is close NUMMI and manufacture their cars somewhere else.

And that day will come for the very reasons you advocate - shareholder value. Shareholder value on a freaking quarterly basis.... Shareholders playing the market with no real skin in the game, putting factory workers into the unemployment line just to enrich themselves. It's modern day capitalistic "genius".

It's so amazingly shortsighted history books will reflect back on this business model with incredulous, dumbfounded amazement.

Scott
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But when and what will eventually end the rich man / poor man merry go round working folks are stuck on controlled by millionaire politicians (both parties) that are big time players in said profits game. None of them have an ounce of incentives to change or stop any of this roller coaster of an out of control economy they are driving. They fear not the least though. Someone will surely tell them all where to shift their stocks and investment holdings to either dodge the latest avalanche they caused or to profit from it.
 
slo town said:
And given that all costs associated with that NUMMI plant are far higher than in China, Mexico, or even other parts of the US, NUMMI's days are numbered.

Jeff, you always talk about Tesla in the context of shareholder value. The best thing Tesla could do with respect to shareholder value is close NUMMI and manufacture their cars somewhere else.

And that day will come for the very reasons you advocate - shareholder value. Shareholder value on a freaking quarterly basis.... Shareholders playing the market with no real skin in the game, putting factory workers into the unemployment line just to enrich themselves. It's modern day capitalistic "genius".

It's so amazingly shortsighted history books will reflect back on this business model with incredulous, dumbfounded amazement.

Scott
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NUMMI is always hiring. I was surprised when Musk moved HQ to Austin but did not slow Fremont growth. Maybe they have too much invested in the mfg capabilities? They are currently in change over for the Model 3 Highland and then the Y.
Maybe they need proximity to all the software talent? Office space? I can tell you, more and more Tesla building signs go up. They snatched up the shuttered Solyndra plant a few years back.
1681068063502.webp
 
JeffKeryk said:
NUMMI is always hiring. I was surprised when Musk moved HQ to Austin but did not slow Fremont growth. Maybe they have too much invested in the mfg capabilities? They are currently in change over for the Model 3 Highland and then the Y.
Maybe they need proximity to all the software talent? Office space? I can tell you, more and more Tesla building signs go up. They snatched up the shuttered Solyndra plant a few years back.
View attachment 149592
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Solyndra! That is a subject we cant talk about for sure. "$$$ Up in Smoke!"
 
Torrid said:
Here we go with this burning BS again....

So you can just say what you think is gospel when you know nothing of it? I mean you said you didn't know about rail as it's of no real interest to you, you were just completely wrong on it. Real question.
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Definitely stick to your toys for tots
 
UncleDave said:
Mainstream news only gets part of the story.
They miss the detail and or context completely.

The 4680 based model Y based in Texas was basically launched today.

As the 4680 cars come online cost was expected to fall and profitability to rise at the same time.
Continued ongoing price drops are expected.

It's good strategy to keep your best selling cars entry price as low as possible.

Astonishingly it is the number 4 selling vehicle in the world.

View attachment 149090
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Consumers really do seem to like the seating position of the Model Y.
 
JHZR2 said:
That’s a good point. Tesla starting upmarket selling fancy sedans and claiming they were higher in the market than they really are (recall the discussion that a model 3 competes with an e-class/5er?).

The structure of both outfitting and maintaining euro cars in the US sickens me.

You could buy some pretty low end and stripped models of various cars into the 2000s. Not anymore. Excessive fanciness driven by the “I deserve” culture.

Excessive dealerships with overly fancy features. Sure, loaners were nice when dealer costs were more inline with other repair facilities and it was good advertising for the leasing folks to figure out their next vehicle. These days? It’s all just excessive cost and excessiveness in general. Again the fancy crowd and the I deserve crowd.

All that said, parts availability, poor service capabilities, etc. that we’ve heard about from Tesla may show that it’s harder than it seems, and maybe they don’t care about their consumers either. Sooner or later tangible parts need replacement and you can’t just flash software OTA. Sooner or later hvac, paint, rubber, plastic, etc all fail. Tires need to be changed, brakes and fluids too. That’s when we will really see how the Tesla model falls apart or stays solid.

Germany used to produce some fancy enough, complex enough, yet long lived, well made vehicles. I’d put my w126 up against anything in a comparison for longevity with retained quality and performance. Not any newer euro model though…. Fancy dealerships or not.
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I still laugh at the breakdown that Tesla is a luxury manufacturer. Not even close.
 
grisby said:
Chevy Tahoe can hit close to $90k and I don't consider Chevy a luxury brand.
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I think it really comes down to if they have a cheap entry level vehicle to start with. Chevy does, Tesla really doesn't. I'm not claiming Tesla is luxury, I'm just saying that drives the perception for the average person.
 
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