Your most likely correct. The Lightning and Cybertruck might cease to exist after the rebate. They could be building stock now in hopes of moving as many as they can in the "going, going, gone" fire sale?
Understanding Tesla's Current Stock Valuation
- Thread starter DwightFrye
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I agree. I wonder how long Tesla will continue with the CT, at least how it is currently.
And yes, every other car company besides Tesla loses money on their EV business, at least in America, how long will they keep it up? And why? It will be worse after September...
Maybe BYD and some other China companies, but they are so heavily subsidized by the government. Who knows?
Do they qualify now? And I have to believe most customers are over the $150K income threshold as well.
So let me ask you. Wouldn’t you think it’s possible that the Chinese feel that Tesla is heavily subsidized by the US taxpayer?
Everyone who buys one of their cars gets $7500 at the time of purchase, yes, there are some restrictions as far as income.
What does a Chinese citizen get cash from the Chinese communist party for buying an electric car? No
Number two every single year Tesla gets carbon credits in amounts that have nothing to do with the production of their cars
This stuff isn’t small change and I keep hearing from you how profitable they are, which is very misleading for a car company that have only had profits for about three years out of its 13 year or more history.
In fact, out of the last 10 years, Tesla‘s best income year in loose figures matched General Motors worst income year
https://carboncredits.com/teslas-carbon-credit-revenue-soars-to-2-76-billion-amid-profit-drop/
Currently at timesup to 30% of Tesla‘s income comes from carbon credits in the USA. Do Chinese guys get carbon credits? No
The good news is all of this ends at the end of September so the debate is over and now these companies will have to stand on their own 2 feet
Peace!
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GON
$150 Site Donor 2025
The question on the Lightning sales, how many were sold to private citizens and private corporations?
From what I have seen, the GSO of the Federal government is far and away the key buyer of Lightning pickups. These sales were locked in by contract over a year ago.
Yes, so long as you get a trim under $80K.
I bet you would be shocked. Poor people buy these things. Wealthy people drive old Toyota's, Lexus and Acura. Sound familiar?
I believe every American car company is eligible for the credits. And others have been bailed out by you and I, the tax payer.So let me ask you. Wouldn’t you think it’s possible that the Chinese feel that Tesla is heavily subsidized by the US taxpayer?
Everyone who buys one of their cars gets $7500 at the time of purchase, yes, there are some restrictions as far as income.
What does a Chinese citizen get cash from the Chinese communist party for buying an electric car? No
Number two every single year Tesla gets carbon credits in amounts that have nothing to do with the production of their cars
This stuff isn’t small change and I keep hearing from you how profitable they are, which is very misleading for a car company that have only had profits for about three years out of its 13 year or more history.
In fact, out of the last 10 years, Tesla‘s best income year in loose figures matched General Motors worst income year
https://carboncredits.com/teslas-carbon-credit-revenue-soars-to-2-76-billion-amid-profit-drop/
Currently at timesup to 30% of Tesla‘s income comes from carbon credits in the USA. Do Chinese guys get carbon credits? No
The good news is all of this ends at the end of September so the debate is over and now these companies will have to stand on their own 2 feet
Peace!
Now, how "heavily" is BYD, etc subsidized? Ya got me, so there's that.
All good AG.
Most of the Tesla discussion here focuses on their vehicle business; naturally.
Some of us speak to "tech", which perhaps many consider the car tablet and maybe more.
Here is a $16.5B chip deal with Samsung to further expertise in the AI race. I know many either don't like AI or think it is not that big of a deal, but the numbers speak for themselves.
I wonder... How many other car companies design their own chips? How many are in the AI race?
Tech for the win!
Some of us speak to "tech", which perhaps many consider the car tablet and maybe more.
Here is a $16.5B chip deal with Samsung to further expertise in the AI race. I know many either don't like AI or think it is not that big of a deal, but the numbers speak for themselves.
I wonder... How many other car companies design their own chips? How many are in the AI race?
Tech for the win!
Somebody mentioned a smaller truck, and here it comes. I'd love to see it.
https://www.teslarati.com/tesla-hints-smaller-pickup-truck-could-be-on-the-way/
https://www.teslarati.com/tesla-hints-smaller-pickup-truck-could-be-on-the-way/
they are subsidized by trade profits, not by tax money. That's a big difference. Here we call that investing.
Not sure I follow... Please elaborate.
American EV sales that qualify become more attractive due to the tax credits. That's what posters refer to as a subsidy.
It absolutely stuns me that in this day and age, when every auto manufacturer should have lean manufacturing practices deeply entrenched into every aspect of their business, why any of them would commit the worst waste of all - overproduction/excess inventory, especially to such a large magnitude as this.
Having had Tesla as a customer before I retired, working with their engineers, and seeing how they are constantly seeking improvement, I generally respect Tesla as an auto manufacturer. But stunts like this make me wonder, what in the world are they thinking?
Tesla originally used a build-to-order production plan, but that becomes too slow as demand ramps. Like everyone else, they are build-to-plan; perhaps modified.
Their advantage, at least in the cars, is a tiny option list; BOMs, procurement and assembly lines are far less complicated. Automation is easier...
The CT is... I just don't know. It looks like the initial excitement was short lived. Oops.
The build-to-order plan fits very well within Lean Manufacturing. I've seen implementation of similar build-to-order practices work very well, resulting in excellent reduction in inventory, and yielding fantastic inventory turns. I'm surprised that Tesla abandoned it, particularly considering the "In-N-Out limited menu" option list that Tesla has. It should have been easy for them.
One of the major legacy auto manufacturers understood that the assembly plant couldn't do a build-to-order method, at least not well, without integrating in the suppliers. A facility I worked at built parts, and placed them on shipping racks, in the order that they would be built into a car at the assembly plant. The first part may have been black with basic features. The next may have been taupe with luxury features, and the next may be gray with mid grade features.
Am I correct that the only interior option on a Tesla is color, black or white? There are no interior upgrades, correct? The only other options are wheels/tires, exterior color, tow hitch, roof rack (of which I have never seen a Tesla with), and powertrain. other options are a matter of throwing the right bags into the car, or sending the right digital configuration to the car. This should have been a breeze.
Some key engineers who originally worked on the cyber truck thought the truck was too big to begin with, and they should’ve been building and designing a smaller one instead.
I am now at a stretch from what I remember, but I believe they proposed it and were turned down
They were correct. The CT is simply huge for what it is.
Edit: They should have also tried to give it a little more style than a commercial freezer, too.
Im yalking about the chinese subsidies... they are really reinvested profits, not coming from taxpayers as government subsidies do.
Build-to-order works best in slow times and/or highly custom products.
Where it failed for Tesla is when demand ramped and they only had the Fremont factory. Delivery wait times created lotsa cancelled orders. Procurement cannot be easily ramped for a product like Tesla cars. Then take into account if you lived back east and wanted a Tesla; lead times were all over the map. Tesla built cars in batches by location. It was not uncommon to see 3,4,5 or even 10 delivery trucks all together hundreds of miles from the plant. Of course Giga Austin helped tremendously. Fremont has been maxed out for a long time. It is still the #1 car plant, by numbers, in the nation.
Tesla offers a cheaper interior for the cheapest models, at least the 3 and Y. But you are right; there are very few options, just go on the website and configure one.
