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Sigmetnow

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Re: Tesla glory/failure
« Reply #6450 on: December 22, 2020, 05:49:19 PM »
From #6437 above:
Quote
Tesla has been granted an extension to file its security deposit for Gigafactory Berlin. The new deadline is set for January 4, 2021.
https://www.teslarati.com/tesla-giga-berlin-halted-100m-deposit/
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Sigmetnow

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Re: Tesla glory/failure
« Reply #6451 on: December 22, 2020, 05:52:04 PM »
Tesla (TSLA) hailed as ‘Stock of the Year’ in The Street’s 2020 rankings
https://www.teslarati.com/tesla-tsla-stock-of-the-year-2020/

    10 min vid, speaking with Jim Cramer and Tesla Daily’s Rob Mauer:
    ➡️ https://www.youtube.com/watch?v=Tk2UpdcO21s&feature=youtu.be

—-
SMR:
Ark Invest: In 2023, Tesla Takes Over The World
➡️ https://www.youtube.com/watch?v=ZAqSSlGg1pU&feature=youtu.be
Quote
SOURCE
◆ Tesla bull discusses inclusion to the S&P and the outlook for the company #https://youtu.be/bdeEiTwQl34
In this video I react to and share my thoughts and opinions on comments of Ark Invest analyst Tasha Keeney on Tesla's S&P 500 inclusion, Tesla's $25,000 car, autonomy & ride hailing and the future of the electric vehicle market.

ARK: there’s $2 Trillion of future robotaxi valuation that the market has not priced into stocks yet.  And Tesla is poised to gain most of it, the soonest.
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gerontocrat

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Re: Tesla glory/failure
« Reply #6452 on: December 22, 2020, 08:59:19 PM »

SMR:
Ark Invest: In 2023, Tesla Takes Over The World

That is so silly.

Wall Street and the S&P do not as yet have an army?
Tesla cannot hire the US defence forces - as yet?

You cannot eat an EV - as yet?

'Ware Hubris.
"Para a Causa do Povo a Luta Continua!"
"And that's all I'm going to say about that". Forrest Gump
"Damn, I wanted to see what happened next" (Epitaph)

Sigmetnow

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Re: Tesla glory/failure
« Reply #6453 on: December 23, 2020, 02:50:13 AM »

SMR:
Ark Invest: In 2023, Tesla Takes Over The World

That is so silly.

Wall Street and the S&P do not as yet have an army?
Tesla cannot hire the US defence forces - as yet?

You cannot eat an EV - as yet?

'Ware Hubris.

I for one welcome our future robot overlords. ;D
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Archimid

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Re: Tesla glory/failure
« Reply #6454 on: December 23, 2020, 09:19:42 AM »
Germany should work with Tesla but money shouldn't be the reason. Germany should hope Tesla can do to its bureaucracy what Space X did to NASA. Any company can give them money.

Ideally, they can work together to get things done faster, better and safer. This type of cooperation will be needed to build the infrastructure to save the world from ourselves.
I am an energy reservoir seemingly intent on lowering entropy for self preservation.

NeilT

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Re: Tesla glory/failure
« Reply #6455 on: December 23, 2020, 12:32:03 PM »
From #6437 above:
Quote
Tesla has been granted an extension to file its security deposit for Gigafactory Berlin. The new deadline is set for January 4, 2021.
https://www.teslarati.com/tesla-giga-berlin-halted-100m-deposit/

If you read the tesmanian article from Nov2 it outlines the schedule to work to final permit approval for Giga Berlin,

Quote
From October 2nd, the documents were available in Grünheide for four weeks. The main committee is to discuss the objections on November 26, and on December 15, the city council can pass a resolution, which is necessary for the approval of the project. If there are no delays and unforeseen difficulties, then Tesla can receive its final building permit by the end of 2020


https://www.tesmanian.com/blogs/tesmanian-blog/giga-berlin-final-approval#:~:text=Tesla%20Giga%20Berlin%20Could%20Get%20Final%20Permit%20Approval%20by%20End%20of%20Year,-by%20Eva%20Fox&text=Today%20is%20the%20deadline%20for,has%20proposed%20a%20community%20referendum.

It is now Dec 23rd and the current situation is that Tesla is being hassled to pay the  €100m site deconstruction deposit by Jan 4th.

I can find absolutely no way to spin that as a positive, given the above.
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NeilT

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Re: Tesla glory/failure
« Reply #6456 on: December 23, 2020, 01:06:27 PM »
Germany should work with Tesla but money shouldn't be the reason. Germany should hope Tesla can do to its bureaucracy what Space X did to NASA. Any company can give them money.

Ideally, they can work together to get things done faster, better and safer. This type of cooperation will be needed to build the infrastructure to save the world from ourselves.

Worth checking out when VW actually built a whole new factory in Germany..

https://en.wikipedia.org/wiki/List_of_Volkswagen_Group_factories

As far as I can see the last time they built a full production plant in Germany (outside of the Porsche Leipzig plant which is limited sports car production), was 1964.

BMW looked at Brandenburg for a plant. Then looked at the opposition and went and built it outside of Germany.

Just because you are building a vehicle that may be one of the keys to saving the human species on the planet, doesn't mean that you get to build a factory in Germany.  It's bad for the environment you know.
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Archimid

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Re: Tesla glory/failure
« Reply #6457 on: December 23, 2020, 06:03:18 PM »
Gerontocrat, there are ways to take over the world other than by military domination. You can also take over the world with science, culture, or religion. The latest expansion includes a victory by diplomacy but I haven't tried that.
I am an energy reservoir seemingly intent on lowering entropy for self preservation.

Sigmetnow

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Re: Tesla glory/failure
« Reply #6458 on: December 23, 2020, 10:18:37 PM »
—- Giga Berlin: work continues 
”Brandenburg had agreed with Tesla on a longer deadline of January 15 to pay a security deposit of 100 million euros for possible dismantling costs.”
Quote
@GF4Tesla build #GigaBerlin. (@Gf4Tesla) 12/23/20, 12:48 PM
Tesla may continue building at #GigaBerlin.
+++all work can continue+++
Brandenburg had agreed with Tesla on a longer deadline of January 15 to pay a security deposit of 100 million euros for possible dismantling costs.
https://twitter.com/gf4tesla/status/1341802767741009921
⬇️Image below.

Manka Heise (@MankaHeise) 12/23/20, 12:13 PM
Tesla darf an der Fabrik in Grünheide weiterbauen tagesspiegel.de/berlin/laenger… 
[ https://t.co/o8IXzXExLL ]
https://twitter.com/mankaheise/status/1341794132361158657

—- Tesla’s reforestation efforts 
Quote
@GF4Tesla .build #GigaBerlin. (@Gf4Tesla)12/22/20, 11:22 AM
#treelon
Reforestation for #Tesla

Naturraum für Generationen (@nfg_brandenburg)12/22/20, 8:23 AM
Mischwald, Blühstreifen & Co. statt Monokultur: Wir schaffen Naturraum, der tonnenweise CO₂ binden und hunderten Arten Lebensraum bieten wird – für @Tesla und jeden anderen Bauträger, der Natur ersetzen muss.
Das ungekürzte Video über uns auf nfg-brandenburg.de pic.twitter.com/Jc0zmPIIhR

Mixed forest, flower strips & Co. instead of monoculture: We create natural space that will bind tons of CO₂ and provide habitat for hundreds of species – for and every other developer who needs to replace @Tesla nature.
The unabridged video about us on nfg-brandenburg.de
➡️ https://twitter.com/nfg_brandenburg/status/1341373843194167298
45 sec vid (German) - tree-planting equipment/people in action!


The exodus from San Francisco to Austin begins in earnest
Quote
Steve Wang (@StevenZWang) 12/21/20, 11:05 PM
My last look at SanFran as a California resident. Bye~
&
My first look at Austin as a Texas resident. Hi~ 
https://twitter.com/stevenzwang/status/1341233468831916035
[photos from the plane at the link: SF by day; Austin at night]

Steve Wang: I went to HD in Cupertino to buy moving boxes the other day and the lady who works there told me boxes are almost selling out. I arrived in AUS and the rental car office girl told me CA people are renting up all their cars...

Steve Wang:  I’m no native except to the great city of Beijing  8)
Tesla Owners Austin:  Welcome to Austin!!
Steve Wang:  Thanks! Looking forward to being a part of the Austin Tesla community!
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gerontocrat

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Re: Tesla glory/failure
« Reply #6459 on: December 23, 2020, 10:52:07 PM »
Gerontocrat, there are ways to take over the world other than by military domination. You can also take over the world with science, culture, or religion. The latest expansion includes a victory by diplomacy but I haven't tried that.
Not one couuntry, group of countries, culture, science, religion, or culture  as yet has taken over the world. Bits of the world - yes. Influenced large portions of the world - yes.

But the robots and AI are coming...and for how long will they obey their human masters? Be afraid, be very afraid.
"Para a Causa do Povo a Luta Continua!"
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Sigmetnow

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Re: Tesla glory/failure
« Reply #6460 on: December 24, 2020, 07:12:48 PM »
“Musk Industries,” à la Tony Stark?  8)
Quote
Dave Lee (@heydave7) 12/23/20, 12:50 AM
I propose @elonmusk to form a holding company called X.
X's mission is to ensure human survival and progress.
X becomes parent company of Tesla, SpaceX, Neuralink and Boring Company.
Elon, what do you think?

Elon Musk (@elonmusk) 12/23/20, 12:41 PM
Good idea

https://twitter.com/elonmusk/status/1341801143631028225

Dave Lee: Thanks. Hopefully a holding company would make it easier for you to manage all your current ventures but also start new ones as well. All to ensure human survival and progress.
I share some more thoughts here:   youtube.com/watch?v=JRB-la…  [ https://t.co/V2sGfNVIae ]

Vincent:  X.com

Tesla Daily’s Rob Mauer examines the idea in his podcast here:
Company X: Elon Musk Says Tesla & SpaceX Merger Could be a Good Idea
Analyzing the pros and cons of a potential parent company.
https://www.thestreet.com/tesla/news/company-x-elon-musk-says-tesla-spacex-merger-could-be-a-good-idea
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kassy

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Re: Tesla glory/failure
« Reply #6461 on: December 24, 2020, 07:32:30 PM »
What would be the synergy for saving the planet?
Þetta minnismerki er til vitnis um að við vitum hvað er að gerast og hvað þarf að gera. Aðeins þú veist hvort við gerðum eitthvað.

gerontocrat

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Re: Tesla glory/failure
« Reply #6462 on: December 24, 2020, 07:50:45 PM »
“Musk Industries,” à la Tony Stark?  8)
Quote
Dave Lee (@heydave7) 12/23/20, 12:50 AM
I propose @elonmusk to form a holding company called X.
X's mission is to ensure human survival and progress.
X becomes parent company of Tesla, SpaceX, Neuralink and Boring Company.
Elon, what do you think?

Elon Musk (@elonmusk) 12/23/20, 12:41 PM
Good idea

https://twitter.com/elonmusk/status/1341801143631028225

Dave Lee: Thanks. Hopefully a holding company would make it easier for you to manage all your current ventures but also start new ones as well. All to ensure human survival and progress.
I share some more thoughts here:   youtube.com/watch?v=JRB-la…  [ https://t.co/V2sGfNVIae ]

Vincent:  X.com

Tesla Daily’s Rob Mauer examines the idea in his podcast here:
Company X: Elon Musk Says Tesla & SpaceX Merger Could be a Good Idea
Analyzing the pros and cons of a potential parent company.
https://www.thestreet.com/tesla/news/company-x-elon-musk-says-tesla-spacex-merger-could-be-a-good-idea

What would be the synergy for saving the planet?
So X is the mechanism for world domonation by Tesla et al.

X has the technology, it can rebuild the planet. Easy peasy.
What could possibly go wrong?

Perhaps X should test the planet reformation process on Mars first?

Should this crap go on the Arctic Humour thread?

"Para a Causa do Povo a Luta Continua!"
"And that's all I'm going to say about that". Forrest Gump
"Damn, I wanted to see what happened next" (Epitaph)

Sigmetnow

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Re: Tesla glory/failure
« Reply #6463 on: December 25, 2020, 01:35:52 AM »
“ensure human survival and progress” ...

“accelerate the advent of sustainable energy and transport“ ...

“make life multi-planetary, to ensure human consciousness survives the inevitable future earth catastrophe” ...


is hardly “crap.” 
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Sigmetnow

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Re: Tesla glory/failure
« Reply #6464 on: December 25, 2020, 01:38:56 AM »
—- Giga Berlin: battery production
Quote
GF4Tesla .build #GigaBerlin. (@Gf4Tesla)12/24/20, 2:56 AM
#GigaBerlin
here already a small " sneak [preview] " on the future battery production (4680 cell) in the GIGABERLIN.
source: @Tesla
➡️ https://twitter.com/gf4tesla/status/1342016347644039168
1min vid of the cell production line at the link

—- Gary Black
Quote
I have updated my top 10 reasons investors should buy $TSLA:

1/ Huge EV runway ahead, with global EV penetration now 3% likely to go to 20% by 2025 (6x increase = +46% CGR).

2/ TSLA’s EV share continues to grow - not fall - as TAM expands, even as ICE competitors launch...
their own EVs. New EVs take from ICE vehicles, not other EVs. This is biggest research flaw in short thesis.

3/ $TSLA has several positive Jan catalysts to propel it higher: 4Q vols (181K vs 172K Street, 1/4), FSD MRR (1/15), MIC Y production (1/15), CyTruck update (1/15).
4/ FY’21 vol guide of 840K+ will beat Street ests of 777K (1/27), driven by 1M installed capacity today, and spark new round of 2021 $TSLA EPS & PT increases.

5/ Biden’s 1/21 inaugural address will feature clean energy plan, incl restoration of $7.5K credit on all EVs incl TSLA.
6/ $TSLA TAM in Europe and China will double with introduction of Model Y CUV (2021/1Q). In the US, Model Y has become $TSLA ‘s best selling model in less than a year, with 15-20% cannibalization of M3 and X. The same will happen as TSLA doubles TAM in Europe and China.

8/ $TSLA Cybertruck, Semi, and Roadster will all launch in 2021-22. Cybertruck alone could add 250-300K delivs each in FY’22 & FY’23, given a reported 750K in pre-orders that will likely prove very sticky, given CyTrck’s uniqueness. Every 250K CyTruck delivs worth $2/sh incr EPS.
9/ With S&P inclusion, $8T in active mgr assets will have to make a conscious decision to hold or not hold $TSLA at 1.69% bm weight, or risk underperformance (85% mgrs underperformed S&P past 5 yrs). At 1.69% weight, that equals 210 shares (27% float). This is huge Jan catalyst.
https://threadreaderapp.com/thread/1341707900142706689.html

From:  https://twitter.com/garyblack00/status/1341707900142706689

Quote
Tesla Facts:
I hope Gary is fine with me posting a The Unofficial GG (Gary Glossary):

• TAM: Total Addressable Market
• CAGR: Compound Annual Growth Rate
• MRR: Monthly Recurring Revenue
• vol: Production & Deliveries
• MIC: Made In China
• "Street": current Wall Street consensus

• EPS: Earnings Per Share
• PT: Price Target
• 2H: Second Half
• YE: Year End
• FY: Financial Year
• "Upside": Factor potentially under-estimated by Street consensus

• "Sticky" pre-orders: Pre-orders with high take-rate
• "Multiple": the various backward looking price/earnings multiples
• PEG: Price/Earnings-to-Growth multiple

• BM: Benchmark index (S&P 500)
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Sigmetnow

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Re: Tesla glory/failure
« Reply #6465 on: December 26, 2020, 09:06:57 PM »
More on the Musk businesses holding-company idea:
Quote
Dave Lee

Without a holding company:
In ~5 years, Elon steps down as Tesla CEO, remains as Chief Product Officer
In ~10 years, leaves Tesla completely to focus on SpaceX and Neuralink. Starts selling his TSLA stock.

This is fairly obvious to me.
However if a holding company is formed, Elon will oversee Tesla, SpaceX (and dozens of other ventures tbd) until the day he dies or loses the cognitive function to run it. Could be another 40 years. Makes a big difference.

Personally, I think @elonmusk is the best investor of capital and innovator at scale in our generation, and that might be an understatement.

This is an opportunity to create a structure that would optimize his time and interests the most.
The key is Elon would need to receive over half the voting rights in the holding company via super-voting shares. This way he can ensure the long-term focus of the company. Otherwise, it's a no-go and I don't think would be in the interest of Elon as it would put SpaceX at risk.

One idea is to give every shareholder that has held TSLA stock for more than 5 years special class of super-voting shares. Their TSLA stock would be converted into special class of stock in holding company with 5:1 voting power per share owned (vs normal class of shares).

This would allow Elon to convert his shares to new class of shares in holding company together with long-term TSLA shareholders, and together they would have majority voting control of the holding company.
https://threadreaderapp.com/thread/1342130083167780864.html

From:  https://twitter.com/heydave7/status/1342130083167780864

Quote
Elon Musk @elonmusk)12/24/20, 7:35 PM
@heydave7  Engineering, design & general company operations absorb vast majority of my mind & are the fundamental limitation on doing more.
Capital allocation is important, but low CPU load. Tesla public company duties are a much bigger factor, but going private is impossible now (sigh).
https://twitter.com/elonmusk/status/1342267757757423618

Dave Lee:
Amazing engineering & design can only consistently thrive in right company culture and that needs to be set by the person at very top. This is why if/when Elon steps down as CEO at Tesla, it's going to be very very difficult to find someone to replace him.
https://twitter.com/heydave7/status/1342302398878949377

Dave Lee:
It's no coincidence that Tesla & SpaceX are the two most sought after companies to work at for engineers.
Elon's vision, mission, values, ambition, strategy, modeling and ethos all play often overlooked role in intentionally creating the best environment for engineers to thrive.
➡️ https://twitter.com/heydave7/status/1342303058223480833
At the link: list of Most Attractive Employers of 2020 for Engineering. Out of 100 companies, Tesla is #1, SpaceX is #2. 

Dave Lee:
Hey @elonmusk, Please Create a Holding Company For Tesla, SpaceX, Neuralink, Boring Company (Ep. 221)
 ➡️ youtu.be/JRB-laZLz3w

Dave Lee: 
How Could @elonmusk Make a Holding Company Work for Tesla, SpaceX, Neuralink & Boring Company? Chat w/ @Gfilche (Ep. 222)
➡️ youtu.be/Xmk7rtIJOqQ
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Sigmetnow

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Re: Tesla glory/failure
« Reply #6466 on: December 26, 2020, 09:15:39 PM »
Consumer Reports likes Tesla… this week. ;) 
Tesla Model 3 & Model S Crowned Best American Luxury Cars, According to Consumer Reports
”With the brand's focus on technology, it sets the bar for what customers should look for in luxury cars.”
Quote
Tesla Model 3 and Tesla Model S are the best American cars in their respective categories, according to the Best American Cars, SUVs, and Trucks list compiled by Consumer Reports.

Consumer Reports recently compiled a list of America's best cars, ranking Tesla in the top two spots. The overall score takes into account individual road-test scores, reliability, owner satisfaction, and safety. …
https://www.tesmanian.com/blogs/tesmanian-blog/tesla-model-3-and-tesla-model-s-are-the-best-american-cars-according-to-consumer-reports

—-
That “THE” car guy Jay Leno touts the advantages of a Tesla (his 2015 Model S is his daily drive of choice) to his large, diverse, often ICE-loving audience is an important verification of the EV.
SMR
Jay Leno On Tesla
➡️ https://www.youtube.com/watch?v=KC1fCO0feng&feature=youtu.be
Quote
SOURCES
◆ Why Tesla's vehicles are successful: Jay Leno ➡️https://youtu.be/MS0LFRU55qU

◆ Starship | SN8 | High-Altitude Flight Recap ➡️https://youtu.be/_qwLHlVjRyw

In this video I react to and share my thoughts and opinions on comments by Jay Leno on Tesla (the company and the cars), Elon Musk, American innovation and more.

——
“Did your crappy ICE car get a holiday software update?”
— Earl of Frunkpuppy

Tesla’s new Boombox feature will let car owners fart at unsuspecting neighbors
https://www.theverge.com/2020/12/25/22199963/tesla-holiday-update-fart-sound-horn-goat-boombox

FIRST LOOK! Tesla Software 2020.48.26 aka: "Holiday update"
➡️ https://www.youtube.com/watch?v=P6WeD7L2s0E&feature=youtu.be
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Sigmetnow

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Re: Tesla glory/failure
« Reply #6467 on: December 28, 2020, 10:14:59 PM »
—- Elon’s EOQ rally to the troops
Quote
Sawyer Merritt (@SawyerMerritt) 12/26/20, 2:31 PM
NEWS: Elon in leaked email: "After today, we just have 5 days to go to achieve the historic milestone of 500,000 cars built and delivered."
"Please go all out to make it happen. This is a great milestone to rally the company around achieving."
1/3
https://twitter.com/sawyermerritt/status/1342915892498325509
~ "All the critics who, as recently as two years ago said that we’d never make it, also called our target of half a million in 2020 “impossible”. The heck with them, we are doing it!”
2/3
~ "Particular help would be appreciated at end of the line to ensure cars built now are able to be delivered immediately without any further improvements in PDI, as there simply isn’t enough time to do so."

—- Q4 Confidence? Elon dared to spend a rare end-of-quarter day in Hawaii
Quote
Elon Musk (@elonmusk)12/28/20, 1:07 PM
Just meeting with Larry Ellison to seek some advice. Back working on Tesla end of quarter tomorrow.
https://twitter.com/elonmusk/status/1343619610617077760
Larry Ellison, CEO of Oracle, board member of Tesla and friend of Elon, owns 98% of the Hawaiian Island of Lanai and currently lives there.

—- Tesla Texas
Quote
“One of my friends at work interviewed for a job at Tesla this week. They want him to move to Texas as a production associate and they told him in the interview that the only thing remaining in California that is Tesla by 2023 will be corporate offices.”
https://twitter.com/vickisalvador/status/1342972495071125504

Quote
“I am leaving the Rio Grande Valley, Texas, and it’s hard to leave. I’ve never been in a place where I was treated so kindly. I have been told at least 10 times each day how much people like the car (Tesla) You can feel the respect here for Elon Musk and what he is doing” 
https://twitter.com/gailalfa1/status/1342986057550278664


—- Giga Berlin
Quote
@GF4Tesla .build #GigaBerlin. (@Gf4Tesla)m12/28/20, 3:12 PM
MP Woidke says:
"There is no Lex Tesla. The process has to be legally sound." the authorities were working under high pressure and doing a "great job." "Everyone knows what is at stake in this project for the state, for the region, for all of Germany."
sueddeutsche.de/wirtschaft/aut… [ https://t.co/lkYiNZqypK ]
https://twitter.com/gf4tesla/status/1343650984342528002
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NeilT

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Re: Tesla glory/failure
« Reply #6468 on: December 31, 2020, 05:18:54 PM »
As we close the year, I am reminded of something Musk and Tesla have been saying for years now.

Tesla is supply constrained, not demand constrained.

You do not hear much a bout it in the press any more, but I cannot think of a better way to show that than to grow deliveries dramatically when the vast majority of auto manufacturers are seeing massive reductions in sales.

On a slightly different note, Tesla is now running the risk of underperforming the estimates.  Even Bears are aiming high and Bulls are starting to talk up serious growth up to 200k deliveries for the quarter.

Granted Shanghai has been doing extremely well and the EU deliveries will add to that, but Tesla growth, until the Shanghai
ModelY and Texas/Berlin  vehicles come online, are more evolution than revolution.

That being said, 2020 has been an amazing journey for them.
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Sigmetnow

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Re: Tesla glory/failure
« Reply #6469 on: December 31, 2020, 07:09:37 PM »
Some of the reasons $TSLA is currently trading +20 to another all time high of $715….

Tesla Autopilot Drives from San Francisco to Los Angeles with Zero Interventions
December 31, 2020
Quote
In a long-anticipated autonomy milestone, the latest build of Tesla’s Autopilot FSD Beta has driven from the streets of San Francisco all the way into Los Angeles with no human intervention. As far as we’re aware, this is the first known and recorded instance of Tesla’s Autopilot FSD beta driving from San Francisco all the way to Los Angeles without a single intervention.

The drive was not perfect, but it was such an impressive milestone that I had to share it anyway. Of course, the car did have to stop to charge. On this trip the battery wasn’t fully charged, so the car had to make two stops: in Firebaugh and Kettleman City. Next time I will try to do it with just one charging stop so there’s even less human interaction. However, stopping twice over the journey is a more impressive demonstration of FSD’s ability to navigate rural areas, and is more realistic as to what a typical family’s journey would look like making this trip. It would also be great if someone with a 400 mile Model S could attempt to do an FSD drive between SF and LA with no charging stops.

This is a milestone for long-distance autonomous travel using only cameras, and I expect to see many more like it. This is just the first of many such cross California and coast to coast drives without human intervention. Congratulations to the Tesla Autopilot / FSD team on this stunning accomplishment.
https://wholemars.net/2020/12/31/tesla-autopilot-drives-from-san-francisco-to-los-angeles-with-zero-interventions/
 ➡️ From the article:  https://www.youtube.com/watch?v=dQG2IynmRf8&feature=youtu.be

—-
Tesla Shares Rise on Big Q4 Delivery Expectations
Two analysts think Tesla may hit its ambitious full-year target for vehicle deliveries after all.
Quote
Shares of Tesla (NASDAQ:TSLA) are up more than 4% on Wednesday, nearing all-time highs. The growth stock's move higher comes as several analysts express optimism about the automaker's shot at hitting its ambitious target for 500,000 vehicle deliveries in 2020. ...
https://www.fool.com/investing/2020/12/30/tesla-shares-rise-on-big-q4-delivery-expectations/

Quote
NEWS: Elon in leaked email: "After today, we just have 5 days to go to achieve the historic milestone of 500,000 cars built and delivered."
"Please go all out to make it happen. This is a great milestone to rally the company around achieving."
1/3
~ "All the critics who, as recently as two years ago said that we’d never make it, also called our target of half a million in 2020 “impossible”. The heck with them, we are doing it!”
2/3
~ "Particular help would be appreciated at end of the line to ensure cars built now are able to be delivered immediately without any further improvements in PDI, as there simply isn’t enough time to do so."
https://twitter.com/sawyermerritt/status/1342915892498325509

SMR:
Elon Musk Quarter-End Email: Is 500k Tesla Deliveries a Lock?
➡️ https://www.youtube.com/watch?v=fn3KWM1kuAw&feature=youtu.be

Quote
Elon Musk (@elonmusk) 12/29/20, 5:16 PM
All Tesla cars delivered in the final three days of the year will get three months of the Full Self-Driving option for free. Delivery & docs must be fully complete by midnight Dec 31st.
https://twitter.com/elonmusk/status/1344044584712728581

—-
$TSLA has been voted the 2020 stock of year by @TheStreet.
"The market cares about growth, and by that metric, the best comparison for Tesla in 2020 might be to a high school LeBron James. Tesla is dunking on everyone.”
Best Stocks of the Year: Tesla Is Number 1
By Rob Maurer , Dec 21, 2020
https://www.thestreet.com/.amp/investing/best-stocks-of-2020-tesla-number-one

—-
Tesla battery tech remains unmatched, finds Wall Street analysts after teardown
December 28, 2020
Quote
UBS analysts compared the batteries of seven all-electric vehicles including Tesla, Volkswagen, General Motors, and Toyota, among others. When it comes to battery technology, Tesla is considered one of the best in the industry. UBS analysts wanted to see if that was still the case now that big names have entered the EV market.

Following a teardown of the different EV batteries, the UBS analysts concluded that Tesla still leads in battery technology. The UBS analysts noted that Tesla will likely remain king of EV batteries for the next couple of years. They also noted that Volkswagen might be the competitor closest to Tesla on a global scale, thanks to its €33-billion 5-year EV investment.
https://www.teslarati.com/tesla-battery-tech-unmatched-wall-st-analysis/

—-
Cathie Wood: Uber And Lyft Missed The Boat
Quote
Ark Invest's Cathie Wood isn't betting on Uber Technologies Inc and LYFT Inc over Tesla Inc.

What Happened: Wood, CEO of New York-based Ark Invest, said in a tweet Saturday night that Uber and Lyft missed out on a data opportunity that ties in to AI — and which companies will most benefit from it.

Wood said the ride-sharing companies "stayed private too long and lost the plot. They could have incentivized their drivers to put sensors on their cars and collect data much faster than even $TSLA."

The tweet was in response to a question about Ark Invest's portfolio.
Data collection and AI are closely intertwined because machine learning systems develop faster and with greater precision when they are paired with large data sets. … 
https://m.benzinga.com/article/18932002

—-
Tesla Giga Berlin Backed by German Politicians Questioning Environmental Groups' Right to Sue EV Maker
https://www.tesmanian.com/blogs/tesmanian-blog/german-politicians-question-environmental-groups-right-to-sue-tesla
Quote
Elon Musk:This is very sensible. Opposition from anywhere cannot mean no progress everywhere!

Seems odd that the opposition group is from BMW’s home state of Baveria. That‘s very far from Brandenburg, where Tesla is building the Gigafactory.
And why would a group that claims to be pro-environment oppose a sustainable energy factory? Aren’t there more important issues?
https://twitter.com/elonmusk/status/1344214516230307841

—-
Tesla to start operations in India next year - report
https://www.reuters.com/article/us-tesla-india-idUSKBN2920ZL

—-
Across the globe, the internal combustion engine has an expiration date
https://evannex.com/blogs/news/across-the-globe-the-internal-combustion-engine-has-an-expiration-date
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Sigmetnow

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Re: Tesla glory/failure
« Reply #6470 on: December 31, 2020, 10:41:18 PM »
Tesla closes at $705.67 for the year.
Market Capitalization $658.65B (Automobiles Average $20.18B)
52 week low was $70.10.


—- NYT from January 2018:
Tesla’s Elon Musk May Have Boldest Pay Plan in Corporate History
Jan. 23, 2018
Quote
With the success of Mr. Musk’s various other endeavors, such as Space X, his aeronautics company, it was only natural that investors would expect that the model for Robert Downey Jr.’s Tony Stark character in “Iron Man’’ might move on to a different role at Tesla.

But to put these numbers in perspective, Tesla is worth only about $59 billion today.

If Mr. Musk were somehow to increase the value of Tesla to $650 billion — a figure many experts would contend is laughably impossible and would make Tesla one of the five largest companies in the United States, based on current valuations — his stock award could be worth as much as $55 billion (assuming the company does not issue any more shares over the next decade, which is unrealistic). Even reaching several of the milestones would bring him billions.

Under the terms of the arrangement, even once his shares vest, he has to hold them an additional five years before he is allowed to sell them.

So what is it about this incentive plan that appeals to him?

“None of it is intended for dynastic wealth creation,” he said. “The reason that it’s important to me personally is that there’s some pretty big things that I want to do.”

“I want to contribute as much as possible to humanity becoming a multi-planet species,” he said, alluding to a goal he has talked about often, including having people live on Mars. “That obviously requires a certain amount of capital.”
https://www.nytimes.com/2018/01/23/business/dealbook/tesla-elon-musk-pay.html
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Sigmetnow

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Re: Tesla glory/failure
« Reply #6471 on: January 02, 2021, 04:09:33 PM »
Quote
Tesla (@Tesla)1/2/21, 9:32 AM
In 2020, we produced and delivered half a million cars. Huge thanks to all those who made this possible.
https://twitter.com/tesla/status/1345377367947005955

Tesla Q4 2020 Vehicle Production & Deliveries
Quote
PALO ALTO, Calif., January 2, 2021 – In 2020, we produced and delivered half a million vehicles, in line with our most recent guidance. In addition, Model Y production in Shanghai has begun, with deliveries expected to begin shortly.

Q4 2020
Production   Deliveries
Model S/X
16,097   18,920

Model 3/Y
163,660   161,650

Total   179,757   180,570

2020
Production   Deliveries
Model S/X
54,805   57,039
 
Model 3/Y
454,932   442,511
 
Total
509,737   499,550 
https://ir.tesla.com/press-release/tesla-q4-2020-vehicle-production-deliveries


—-
Tesla starts selling Shanghai-made Model Y electric SUVs in surprise launch as rivalry heats up in world’s largest EV market
South China Morning Post  Friday, 1 January 2021
Quote
Tesla said it would begin taking orders for the Model Y all-electric sports utility vehicle in China on New Year’s Day with a 30 per cent price markdown, in an unexpected launch of its second made-in-Shanghai model as competition ratchets up in the world. Tesla’s Long Range version of Model Y, to be built at its Gigafactory 3 plant in Shanghai, will start from 339,000 yuan (US$52,074), excluding a government subsidy to prod customers to replace their petrol guzzlers for new energy vehicles (NEVs), cheaper than the price quoted six months ago when presale orders first became available for a launch expected in mid January. The Performance Range of Model Y will start from 369,900 yuan, 31 per cent cheaper than the presale quotation.

Model Y, the second Tesla vehicle to be made in Shanghai after the bestselling Model 3, can go as far as 594km (369 miles) on a single charge, with a top speed of 217km/h. The model, sporting a panoramic windscreen in the front, will have higher specifications than California-made Model Ys to cater to the preferences of Chinese customers. They include such refinements as wood panel detailing, heated steering wheels and high-efficiency particulate air (Hepa) filters for China’s frigid winters and air pollution. ... 
https://www.scmp.com/business/companies/article/3116097/tesla-starts-selling-shanghai-made-model-y-electric-suvs


Rumor: Tesla China-Made Model Y Surpassed 100K Orders within 10hrs of the official pricing announcement
Quote
... One especially hot piece of information we received through our multiple reliable sources in China, is the following: Within 10 hours of the official pricing announcement, the total order numbers reportedly surpassed 100,000 units of the China-Made Model Y.

A couple hours after the pricing announcement, Tesla China official Weibo account also posted a note, asking customers for patience when ordering due to the high traffic in the Tesla.cn.

"CURRENTLY, THERE ARE TOO MANY ORDERS ON THE OFFICIAL WEBSITE AND MAY NOT BE REFRESHED.  PLEASE BE PATIENT."
https://www.tesmanian.com/blogs/tesmanian-blog/rumor-tesla-china-made-model-y-surpassed-100k-orders-within-10hrs-of-the-new-pricing-announcement

The Tesla China Model Y announcement is followed by news of many NIO order cancellations:
Quote
Ray4Tesla (@ray4tesla)1/1/21, 5:20 PM
The MIC Model Y price drop is a big bombshell sending shockwaves across the NEV space. I immediately said this would be bad news for NIO, LI & XPEV. NIO feels repercussion now as many reservation holders flock to cancel their EC6/ES6 reservations & turn to MYs. To be continued. twitter.com/ray4tesla/stat…
https://twitter.com/ray4tesla/status/1345132921166811137
[ “es6 unsubscribe blasts Wukong's official website” ]

Ray4Tesla:
MIC Model Y will probably hit NIO EC6 the hardest as it’s priced at ¥350k (or ¥368k before subsidy). EC6 is 155km less in range and yet it’s over ¥10k more in price. I don’t see any reason why people want to buy anything else other than the compelling MIC Model Y.


—- A crowdsourced Cybertruck reservation tabulation website shows increased traffic
Quote
Sawyer Merritt  (@SawyerMerritt)1/1/21, 2:19 PM
Tesla has received an estimated 43,500 new Cybertruck reservations in the last 6 days. That is an average of 7,250 per day. WOW!
https://twitter.com/sawyermerritt/status/1345087153701851137
[At the link:  spreadsheet summary data from 13,000 reservations]

A Twitter user with the profile of “Tesla Advisor” replies:
< Everyday there’s at least 5-9 CT reservations at just my location. It’s great madness!

—-
Tesla Stock Up 743% In 2020
24/7 Wall St.  Jan 1, 2021
Quote
Tesla, Inc. (NASDAQ: TSLA) shares ended 743% for 2020. Its market cap rose to $669 billion, which makes it the sixth most valuable public company behind Apple, Microsoft, Amazon, Alphabet, and Facebook, each of which has much larger revenue. 
https://apple.news/ARp8olxuKQQiz29JEzZ45QA
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Sigmetnow

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Re: Tesla glory/failure
« Reply #6472 on: January 02, 2021, 04:22:47 PM »
The goal of “500,000 cars a year in 2020” was set in 2014.

The “logical” response then was: that’s impossible, it would require a Compound Annual Growth Rate of 56%! 

Tesla isn’t like any other company.
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NeilT

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Re: Tesla glory/failure
« Reply #6473 on: January 02, 2021, 05:04:14 PM »
And

Quote
Tesla Delivers Record-Setting 180,570 Model 3, Y, S & X Globally In Q4

Quote
The grand goal of delivering 500,000 Teslas in 2020 was almost met with the actual total coming in at 499,550. Meanwhile, production for the year blew past a half-million at 509,737

https://insideevs.com/news/463594/tesla-q4-deliveries-2020-record/amp/

Tesla is certainly not like other manufacturing companies.
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gerontocrat

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Re: Tesla glory/failure
« Reply #6474 on: January 02, 2021, 05:12:33 PM »
Only 499,500 sold. Target not met.
Failure

Sell sell sell !!!
"Para a Causa do Povo a Luta Continua!"
"And that's all I'm going to say about that". Forrest Gump
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NeilT

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Re: Tesla glory/failure
« Reply #6475 on: January 02, 2021, 06:58:28 PM »
You missed the last 50 gerontocrat. They missed by 450 on the preliminary count.  Which, at a half million, is a rounding error.

They also said the preliminary figures may vary by as much as 5%.  If the Conservative figures are low, that 450 will be met easily.

That being said, guidance was given at the end of 2019 without Covid.  If we had not seen covid and the shutdowns, they would have killed it by a long way.

To meet guidance when almost every large manufacturer is seeing significant shrinkage is not just exceeding expectations, it is knocking it out of the park.

Happy New Year Tesla.
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gerontocrat

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Re: Tesla glory/failure
« Reply #6476 on: January 02, 2021, 09:01:59 PM »
You missed the last 50 gerontocrat. They missed by 450 on the preliminary count.  Which, at a half million, is a rounding error.

One man's rounding error is another man's catastrophic failure. Doomed, Tesla is doomed!
"Para a Causa do Povo a Luta Continua!"
"And that's all I'm going to say about that". Forrest Gump
"Damn, I wanted to see what happened next" (Epitaph)

Tor Bejnar

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Re: Tesla glory/failure
« Reply #6477 on: January 02, 2021, 09:05:53 PM »
Yeah, what Geron said... I want you to sell so that I can buy!  ;D
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Re: Tesla glory/failure
« Reply #6478 on: January 02, 2021, 10:15:24 PM »
I assumed Gerontocrat was joking, perhaps he needed to make it more obvious like.

They are coming up short, so it is obviously a fward.  ;D

NeilT

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Re: Tesla glory/failure
« Reply #6479 on: January 03, 2021, 02:43:24 AM »
Joking with a kernel of truth.
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Sigmetnow

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Re: Tesla glory/failure
« Reply #6480 on: January 03, 2021, 03:12:42 AM »
Tesla's Q4 delivery report was released "early," just 2 days after quarter end, which means that likely hundreds of vehicles are not accounted as delivered yet. Historically, Tesla’s official earnings report records deliveries +0.3% above the first released number.  What better way for Tesla to assure lots of free coverage from all sides (and make bears eat their words later) than to sandbag the report using early results just below the magic number.  (+0.3% would put them over 500,000.) 

Being within a rounding error (0.09%) of pre-pandemic guidance, despite factory shutdowns and global economic crises, is a performance other automakers can only dream of.

Tesla made record revenue in Q3 — with fewer cars.  Q4 will be even better.  And 2021 will be stellar.

Quote
Whole Mars Catalog:
Tesla will make a million autonomous electric vehicles this year.
https://twitter.com/wholemarsblog/status/1345440502569582598

Quote
Whole Mars Catalog:
People still don’t get it
The entire economy runs on fossil fuels. We’re going to have to replace ALL THAT INFRASTRUCTURE with sustainable, zero emissions alternatives. All of it!
Do not underestimate how much the technology to do so is worth. It’s a big fucking deal 
https://twitter.com/wholemarsblog/status/1345439864783716352

And to all those complaints about Tesla’s high stock price when VW, Toyota, etc. currently sell so many more cars than Tesla:
”Apple sold 1.39M iPhones in 2007. Nokia sold 435M. Where's Nokia now?”
https://twitter.com/mariofrade/status/1345468943067185160
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Sigmetnow

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Re: Tesla glory/failure
« Reply #6481 on: January 03, 2021, 03:24:34 AM »
—- Here in English. The lengthy interview with all the Elon Musk quotes you need:
Quote
Elon Musk (@elonmusk)12/31/20, 12:40 AM
Great interview with Mathias Döpfner
...
Ignore the heading
https://twitter.com/elonmusk/status/1344518758707113986

Elon Musk reveals Tesla's plan to be at the forefront of a self-driving-car revolution — and why he wants to be buried on Mars
Mathias Döpfner Dec 5, 2020
https://www.businessinsider.com/elon-musk-interview-axel-springer-tesla-accelerate-advent-of-sustainable-energy


—- China
Tesla Giga Shanghai Model Y Drives Insane Interest in China & Black Friday Like Stir at All Stores
https://www.tesmanian.com/blogs/tesmanian-blog/tesla-giga-shanghai-made-model-y-drives-insane-amout-of-insterest-in-china-all-stores-are-like-black-friday-sales


—- 4680 Battery cells in Giga Nevada and… North Carolina?
Tesla 4680 battery cells to be produced by Panasonic starting 2021: report
By Maria Merano December 27, 2020
Quote
Panasonic will start producing prototypes of Tesla’s 4680 battery cells as early as 2021, according to a recent report from Japanese media. The tech conglomerate is planning to expand its capacity in Giga Nevada by 10% next year and is reportedly exploring a big battery venture in Norway at the same time.

According to Nikkei Asia, Panasonic will build a prototype production line for the Tesla 4680 battery cells “at existing facilities.” The wording of the report suggests that the Asia-based battery supplier may be building multiple prototype production lines. The project is estimated to cost tens of millions of dollars.

In an October briefing, Panasonic’s Chief Financial Officer (CFO) Hirokazu Umeda stated that the company started preparing to produce Tesla’s 4680 battery cell as soon as the EV manufacturer unveiled it during Battery Day.

“We have considerable know-how for that battery,” Umeda said. “We started working on it immediately after Tesla’s Battery Days and are also preparing to set up a prototype production line in parallel.

Tesla’s 4680 cells could herald price parity between the electric vehicles and its internal combustion ancestor. The EV automaker’s 4680 cells are expected to have 5X the energy density and 6X more power than Tesla’s existing batteries. Tesla’s new cells are also predicted to cost 56% less to produce per kWh.

To illustrate the 4680’s efficiency, Tesla teardown expert Sandy Munro estimated that the Model Y will use only 960 of the new cells in its structural battery pack. …
https://www.teslarati.com/tesla-4680-battery-cell-production-panasonic/

Quote
Ryan Alvarez  (@Ryan_Alvarez116)12/30/20, 1:20 AM
*BREAKING* Tesla has a Battery Cell Production job listed on its careers page in Raleigh, North Carolina. roughly 3 hours away from Piedmont Lithium’s project, where it has been announced that they will be supplying Tesla with lithium for its batteries
https://twitter.com/ryan_alvarez116/status/1344166377741926400
...
Ryan Alvarez:
As a bit of speculation there are a couple of options here:
-It could be the start of an east coast giga factory for cars
-same as last but for energy storage
-possibly could be manufacturing equipment
-could be supplying for another manufacturer? Unlikely but possible
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gerontocrat

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Re: Tesla glory/failure
« Reply #6482 on: January 03, 2021, 05:18:26 PM »
Elon Musk reveals .. why he wants to be buried on Mars

If he sets up a gofundme I expect loads of people will throw some cash at it to help him realise his dream (asap)?

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Re: Tesla glory/failure
« Reply #6483 on: January 03, 2021, 05:24:48 PM »
Lets focus on things relevant to AGW.

Þetta minnismerki er til vitnis um að við vitum hvað er að gerast og hvað þarf að gera. Aðeins þú veist hvort við gerðum eitthvað.

Sigmetnow

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Re: Tesla glory/failure
« Reply #6484 on: January 03, 2021, 09:44:42 PM »
Tesla 2021 EV Demand Accelerates Into Plaid Mode
Quote
Analyzing the number of Tesla deliveries, Gene Munster of Loup Ventures states that: "Tesla delivery growth is accelerating. December quarter deliveries were 61% y/y, compared to 44% in September 2020 and 23% in December 2019."

Loup Ventures expects that Tesla's y/y delivery growth rates in 2021 will likely be closer to 40%. This means the company will be ramping up deliveries 4-5 times faster than most car companies. The firm believes Tesla is in the best position of any automaker to take the lead in the global electric vehicle market over the next decade.

Munster writes that traditional automakers have two options:

Option 1: Release a car with features and range at parity with a Tesla, and sell it at cost. This car will be priced 10-25% higher than a comparable Tesla, thereby softening demand and leading to further market share loss.

Option 2: Subsidize vehicles in order to gain market share from Tesla. With a limited margin cushion, this will increase losses. The more they sell, the more money they lose.

Loup Ventures concludes that, if this is taken to its logical conclusion, car companies that have been in existence for more than 50 years will eventually (in 10 years) be forced to restructure or go out of business.
https://www.tesmanian.com/blogs/tesmanian-blog/tesla-will-be-ramping-up-deliveries-4-5-times-faster-than-most-car-companies-loup-ventures

—-
SMR
Tesla Just CRUSHED Their 2020 Goal (suck it, shorts!) - YouTube
https://www.youtube.com/watch?v=fb73BWgMVSY&feature=youtu.be

—-
To address AGW, the world needs a LOT of things to happen that have never happened before.
Quote
James Stephenson (@ICannot_Enough) 1/2/21, 2:12 PM
• Tesla sold ~500,000 cars in 2020
• Tesla sold 31,655 cars in 2014
• The 6-year CAGR was 58.375%
No complex product manufacturer has ever grown that quickly from a revenue base of $3B or more
https://twitter.com/icannot_enough/status/1345447964265885696
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Sigmetnow

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Re: Tesla glory/failure
« Reply #6485 on: January 04, 2021, 03:19:59 PM »
Quote
@GF4Tesla .build #GigaBerlin. (@Gf4Tesla) 1/4/21, 7:08 AM [size]
No more Christmas and New Year's rest on the GIGABERLIN construction site! As of Monday, the workers will be working around the clock again. According to press information, the final operating permit can be issued in four weeks.

https://twitter.com/micha_bild/status/1346062857390194689

https://twitter.com/gf4tesla/status/1346065906728923136
⬇️ Photo below.
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Sigmetnow

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Re: Tesla glory/failure
« Reply #6486 on: January 04, 2021, 07:46:13 PM »
Tesla Model Y outnumbers Model 3 in Giga Shanghai as volume production hits stride
By Simon Alvarez January 3, 2021
https://www.teslarati.com/tesla-model-y-outnumbers-model-3-giga-shanghai-video/

—-
Tesla lands in Israel with import license, sales expected to begin within days
January 4, 2021
Quote
First reported by Globes, Tesla was in possession of a “Small Importer” license, which allowed the company to import up to twenty cars to Israel. These vehicles were likely used for testing purposes and to show Government officials, who ultimately held the key to Tesla’s entrance into the market, the capabilities of all-electric cars.

Globes also reported that Tesla will launch its Online Design Studio in the coming days so consumers in Israel can customize and order any of the four all-electric cars that the company currently produces.

Tesla’s main competition in Israel will be BMW, Porsche, and Renault, who have supplied Israeli citizens with electric cars for a few years. The Renault Zoe is currently the most affordable EV in Israel at a price of 129,990 Israeli New Shekels (USD 37,431). …
https://www.teslarati.com/tesla-israel-design-studio/

—-
“$TSLAQ brain trust lost $104,000,000 a day in 2020.”
https://twitter.com/28delayslater/status/1345778978779496450

Tesla’s 2020 Aftermath: A look at the shorts who said 500k was ‘absurd’
https://www.teslarati.com/tesla-2020-aftermath-shorts-500k-absurd/

—-
In a sidewalk interview in 2014, Musk forecasts 500,000 cars “a year” for 2020.
SMR
Tesla Stock At All Time High On China News & Deliveries
➡️ https://www.youtube.com/watch?v=E-IUk1x0AfI&feature=youtu.be


—- Poll: Monday vs. Weekend
$TSLA trading is often the craziest on Mondays.  Today, while Ford, GM, Honda and Toyota are trading down, Tesla hit a new ATH of $744.49.  Currently, it’s about $735. (= ~$3,675 pre-split)
Quote
stevenmarkryan (@stevenmarkryan) 1/3/21, 6:59 PM
Which do you look forward to the most?
And why?
https://twitter.com/stevenmarkryan/status/1345882398215598081

“What if #Tesla is overvalued and that trend just continues. $TSLA”
https://twitter.com/28delayslater/status/1345042801642319872
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NeilT

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Re: Tesla glory/failure
« Reply #6487 on: January 05, 2021, 10:53:45 AM »
Tesla 2021 EV Demand Accelerates Into Plaid Mode

Demand was always in Plaid mode.  It is supply which has moved into Plaid mode.

It is what I mentioned about Musk constantly saying Tesla was supply constrained, not demand.  All the time the Shorts were pointing to price cuts being needed to stoke demand, the  reality was the opposite.  Price cuts were the economies of scale being fed back into the pricing structure.

Tesla continues to operate like a Start-Up.  All profits being funnelled to expansion and reducing the price of product, not into dividend payments.

Tesla shareholders will get more profit out of holding shares than they could ever get in dividends.

I wonder if Musk signs his mails to the private investors, who balked at the privatisation, #420/#3,500?

Although the ability to raise another $15bn on the markets has helped Tesla grow faster.  There must be some temptation to rub salt in the wound though?
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Sigmetnow

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Re: Tesla glory/failure
« Reply #6488 on: January 05, 2021, 04:19:22 PM »
—- Israel sales: clarification
Tesla to Win Approval for Direct Car Sales in Israel
The company will be the first foreign carmaker to receive such permission.
Quote
Tesla is on the cusp of entering a relatively affluent new market. Media reports published Monday indicated that the Israeli government was about to approve the company's entry into its market. The Jerusalem Post wrote that an unnamed Ministry of Transport spokesman said the government agency plans to grant Tesla a commercial import license allowing it to operate in Israel "within the next day or so."

Tesla has previously sold its cars in the Middle Eastern nation as a "small importer," with imports strictly limited to 20 vehicles. Up until now, global carmakers have sold their wares through Israeli dealers. In Tesla's case, its license will allow it to directly import and market its vehicles in the country.

According to Globes, an Israeli business news site, one of Tesla's first moves in Israel will be to take orders from local customers. This should occur at some point this week. Globes said that the company is currently evaluating locations for its charging stations, which it would also like to set up in existing commercial and residential buildings.

The first Tesla model on the Israeli market will be the Model 3, which Globes says will be offered in several configurations. It is not yet known how much the company will charge for its cars there. … 
https://www.fool.com/investing/2021/01/04/tesla-to-win-approval-for-direct-car-sales-in-isra/

—-
Quote
Elon Musk (@elonmusk)1/4/21, 3:26 PM
Snow falling on Giga Berlin
➡️ https://twitter.com/elonmusk/status/1346191214769557505
[1-min time lapse drone video at the link.]
Elon Musk: Because of the large footprint, it may seem flat, but actually ranges up to 5 stories tall

—- TSLA Short Report
Quote
Ihor Dusaniwsky (@ihors3) 1/4/21, 5:11 PM
$TSLA short int is $31.20BN; 44.22M shs shorted; 5.83% of Float; 5.51% S3 SI% Flt. Shs shorted down -2.1M shs, -4.4%, over last 30 days & down -1.41M shs, -3.1%, last week. Shorts down -$40.12B in 2020 mark-to-market losses; down -$6.3B in Dec and down -$1.07B today's +3.4% move 
https://twitter.com/ihors3/status/1346217712297648132
At the link: His usual graph: Stock price vs. Short Interest

—- Elon Musk Sells His Last 3 California Homes for $41M Months After Saying He'd 'Own No House'
January 04, 2021
https://people.com/home/elon-musk-sells-last-3-california-homes/

—- Why Tesla's Deliveries Are Likely to Soar in 2021
After a strong 2020, the electric-car maker's growth rate may accelerate this year.
Quote
Manufacturing capacity expansion
Tesla's approximately 500,000 deliveries in 2020 represented a 36% jump over the company's deliveries in 2019. Not only was this a notable achievement in the face of factory shutdowns earlier this year when Tesla was forced to pause operations to help prevent the spread of COVID-19, but it's impressive in light of Tesla's tough year-ago comparison; 2019 deliveries had risen 50% year over year.

Tesla's strong 2020 growth was primarily driven by the company's investments in production capacity throughout the year. After exiting 2019 producing about 105,000 vehicles per quarter, factory expansions and production line additions led to quarterly production of about 180,000 vehicles by the final quarter of 2020.

Tesla's aggressive investments in production capacity should similarly lead to strong growth in 2021, as the company is kicking off the year with much greater manufacturing capacity than it had going into 2020. Tesla's installed annual production capacity at the end of Q3 2020 (Tesla's most recent quarter for which it has reported financial results) was 840,000 vehicles. In addition, the company had three more Model Y production lines under construction at the time. This compares to installed annual production capacity for 640,000 vehicles at the end of 2019.

Of course, it takes time for the automaker to ramp up its operations to take full advantage of its installed production capacity. Nevertheless, this metric is a good leading indicator of the company's growth potential, as Tesla's deliveries are typically limited by production constraints -- not demand.

How many vehicles could Tesla deliver this year?
Suffice it to say, it wouldn't be surprising to see Tesla deliver 750,000 or more vehicles this year, translating to 50% growth and marking a significant acceleration in vehicle sales growth. Of course, it wouldn't hurt for investors to wait for official guidance from Tesla management before they start making estimates for the year. But 50% growth certainly seems within reach for the company.

If anything, this estimate could be too conservative. When CEO Elon Musk was asked during the company's third-quarter earnings call whether Tesla could deliver between 840,000 to one million cars during 2021, Musk said "it's in that vicinity."
2020 was big for Tesla's vehicle sales. But 2021 could be huge.
https://www.fool.com/investing/2021/01/05/why-teslas-deliveries-are-likely-to-soar-in-2021/
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Re: Tesla glory/failure
« Reply #6489 on: January 06, 2021, 12:11:29 PM »
Tesla Gets Street-High $810 Price Target From Morgan Stanley

Quote
In a note published after Tuesday's close, Morgan Stanley analyst Adam Jonas reiterates an Overweight rating on Tesla while raising the firm's price target from $540 to $810.

Tesla shares rose to 750 post market and are currently 752 pre market.

Tesla’s $12B capital raise in 2020 fully funds Giga Texas buildout

Quote
Tesla’s Giga Texas production facility is fully funded by the automaker’s $12 billion capital raise in 2020, opening the door for more automotive manufacturing plants to be built in the future.

Tesla performed two massive capital raises of $5 billion: One in September and one in December. The second $5B offering round was completed in just one day, as investors quickly snatched up all of the available offerings that the electric automaker made available.

With the stock offerings completed and around $12 billion raised, Tesla’s Giga Texas facility is fully funded. Barclays analyst Brian Johnson wrote in a note to investors that the stock offering will take care of Tesla’s bill for Giga Texas, opening the door for the company to build more production plants worldwide. This will help Tesla combat the overwhelming global demand that surfaced in 2020.

“With TSLA having raised over $12bn of capital in FY’2020, we see TSLA’s new production plant buildout fully funded, which may lead to upcoming catalysts as future plant openings occur,” Johnson wrote. “TSLA shares have been rising on any news, and the trend will likely persist for the time being.”
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Re: Tesla glory/failure
« Reply #6490 on: January 06, 2021, 01:08:07 PM »
One gets used to Tesla being #1 just about everywhere - so it's a surprise when it is not as in Norway in 2020. But with the model Y coming onstream in Europe this year....

Nevertheless, for much of the world's mass market Tesla will need a smaller vehicle.

https://www.theguardian.com/environment/2021/jan/05/electric-cars-record-market-share-norway
Electric cars rise to record 54% market share in Norway
Norway became the first country in the world where the sale of electric cars has overtaken those powered by petrol, diesel and hybrid engines last year, with the German carmaker Volkswagen replacing Tesla as the top battery-vehicle producer, data shows....

Volkswagen’s Audi brand topped the 2020 leaderboard with its e-tron sports utility and sportsback vehicles as the most sold new passenger cars in Norway last year, while Tesla’s mid-sized Model 3, the 2019 winner, was relegated to second place.

Tesla’s mid-sized sports utility vehicle, the Model Y, is due to reach the Norwegian market this year, as are the first electric SUVs from Ford, BMW and Volkswagen.
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Re: Tesla glory/failure
« Reply #6491 on: January 06, 2021, 04:53:25 PM »
Ah but you actually have to have vehicles to sell.  In October and November Tesla had virtually nothing to sell in Norway.

Contrast.

Tesla Model 3 was UK’s best-selling new car in December

Quote
Just shy of 6000 examples of Tesla’s entry-level EV were registered in December, making it the best-selling car of the month. Its 5798 registrations gave it an advantage of more than 1000 over the next most popular car, the new Volkswagen Golf (4470) and more than 2000 over the Ford Fiesta (3367).

It’s not far off double the number of new ID 3 electric cars that Volkswagen registered, too.

Looking at it this way, a significant proportion of the 7k vehicles shipped from Shanghai had to be for the UK market.  That doesn't leave much for the entirety of the rest of Europe.

Notably the Model3 wasn't just the best selling EV in the UK in December, it beat the FF vehicles too.

There were articles about how Tesla's market share had crashed in Norway in Oct and Nov 2020.  But when you look at the numbers you realise it was simply that there were no cars to sell.

When supply expands again, we'll see quite a different picture.
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Re: Tesla glory/failure
« Reply #6492 on: January 06, 2021, 07:54:43 PM »
Tesla’s China Model Y has 29.4% gross margin

Quote
Tesla’s new Giga Shanghai-produced Model Y has a 29.4% gross margin, according to Guosen Securities, who analyzed the cost of building the car compared to its selling price.


https://www.teslarati.com/tesla-china-model-y-gross-margin-30-percent-report/

Quote
Joey Klender
ByJoey KlenderPosted on January 5, 2021
Tesla’s new Giga Shanghai-produced Model Y has a 29.4% gross margin, according to Guosen Securities, who analyzed the cost of building the car compared to its selling price.

According to the Shenzhen, China-based financial firm, Tesla’s China Model Y only costs ¥237,930 (USD 36,852) to produce. However, its selling point gives Tesla a 29.4% gross margin with a price of ¥339,900 (USD 52,646.25). Due to the current demand for the all-electric crossover that just started being produced at Giga Shanghai, Tesla has plenty of room to come down. The company will likely do this after the demand is sustained for several months because the automaker did the same thing with the Model 3 after its initial gross margin was also turning Tesla a tasty profit.



 
Tesla’s gross margins for the Model Y are around three-times the industry average, which hover between 8-10% for luxury cars.

Quote
In June 2020, it was reported that the Model 3 SR+ that was delivered by Tesla in Q1 had a gross margin of 39.37%.

Quote
The price of the Model 3 has decreased since the June 2020 report. Tesla’s base Model 3 in China now has a price of ¥249,900 (USD 38,706.38). This would be around a 24.5% gross margin if the cost to produce hasn’t changed. However, it likely has, and even if it hadn’t Tesla is still turning a profit that is more than 2.5 times the industry average.
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Re: Tesla glory/failure
« Reply #6493 on: January 07, 2021, 08:16:51 PM »
With $TSLA trading at over $800/share, Elon Musk becomes the richest person in the world at $190 billion. 
Sorry, Jeff.

Quote
Elon Musk:
 How strange
   …
   Well, back to work …
https://twitter.com/elonmusk/status/1347204459147902978

Elon Musk passes Jeff Bezos to become the richest person on Earth
Thanks to Tesla’s skyrocketing stock price
January 7, 2021 10:45 am
https://www.theverge.com/platform/amp/2021/1/7/22163361/elon-musk-billionaire-richest-world-jeff-bezos-tesla-stock-space

And the rich shaming recommences!
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Re: Tesla glory/failure
« Reply #6494 on: January 07, 2021, 08:51:55 PM »
Quote
Ashlee Vance (@ashleevance) 1/7/21, 11:09 AM
When I set out to write a bio on @elonmusk, he was worth but a paltry few billion. Did not really think I'd end up writing about the richest person in the world because his companies were so risky

~ How many people put in a similar position would take a personal fortune of $200 million and bet it all on solar, electric cars and rockets in 2001? I bet if you run the simulation again and again, it ends up with 1

~ That he lost all the money and still ended up as the richest person - that Tesla and SpaceX survived the 2008 crash - has to be right up there with the most unlikely business stories of all time


~ Elon has had his ups and downs both in business and in personal terms, but it's pretty clear that he is the biggest risk taker we've seen in our lifetimes.

~ It still remains very interesting to see where Tesla and SpaceX end up. That said, as far as moments in time go, this is so far beyond surprising
https://twitter.com/ashleevance/status/1347213902933864455


—-
Tesla vs NIO
➡️ https://www.youtube.com/watch?v=jb-ObTWi59M&feature=youtu.be

SMR thinks most of the hype around NIO (and especially its stock) is from people who missed out on Tesla, and think NIO is the next Tesla.
Tesla is the next Tesla.”
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Re: Tesla glory/failure
« Reply #6495 on: January 07, 2021, 10:31:13 PM »
'Don't sell a share': Billionaire investor Chamath Palihapitiya says Tesla's stock could triple from current levels, making Elon Musk the first trillionaire
Quote
"Don't sell a share" of Tesla, Palihapitiya told investors in a CNBC interview on Thursday. He advised investors to get behind Musk and other entrepreneurs who wouldn't bend to short-term profits and who were striving to make the world a better place.
"I don't understand why people are so focused on selling things that work," the Social Capital CEO added. "When things are working, you're paid to stay with people that know what they're doing. And this is a guy who has consistently been one of the most important entrepreneurs in the world. And so why bet against him?"

Palihapitiya said that Tesla was a "distributed energy business" and that Musk was figuring out a way to harness energy, store it, and use it to help people to be productive and fight climate change.

"I tweeted this a while ago that I thought the world's first trillionaire would be a person fighting climate change," Palihapitiya said. "It very well could be Elon. But if it's not him, it'll be somebody like him. It will be because of this: Delivering clean energy, allowing the world to be sustainable, is an incredibly important thing that will be rewarded by markets and individuals."


Palihapitiya added that that the power-utility business was ripe for disruption and that there are "trillions of dollars of bonds, of capex, of value sitting inside the energy-generation infrastructure." When those are harnessed, Tesla will double and triple again, he said.

Palihapitiya's CNBC appearance aired shortly after longtime Tesla bear RBC upgraded the electric-vehicle maker to "sector perform" from "underperform" and increased its price target to $700 from $339.
"There is no graceful way to put this other than to say we got TSLA's stock completely wrong," RBC said in a note on Thursday.
https://www.msn.com/en-us/money/topstocks/don-t-sell-a-share-billionaire-investor-chamath-palihapitiya-says-tesla-s-stock-could-triple-from-current-levels-making-elon-musk-the-first-trillionaire-in-history/ar-BB1cyMo7

$TSLA closed up $60 @ $816 ($4,081 pre-split), and is currently trading around $825 after hours.
« Last Edit: January 07, 2021, 10:40:20 PM by Sigmetnow »
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NeilT

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Re: Tesla glory/failure
« Reply #6496 on: January 08, 2021, 01:18:45 PM »
Whilst I mostly agree with the sentiment, I have concerns and that is why I said that Tesla has still not outrun failure.

Whilst cherry picking articles like the Forbes one, which tried to equate lack of product in the market with lack of demand, back in November.  It does highlight an emerging problem for Tesla.

Tesla Sales Have Fallen Off A Cliff In Europe’s “Greenest” Car Markets In 2020

Quote
he final month of any quarter is always a good one for Tesla in its stuff-the-channel effort to make quarterly numbers, but this far in 2020, we have already had three “final months” and the numbers simply do not lie.  For the first 11 months of 2020, Tesla’s registrations have fallen 78% in the Netherlands and 75% in Norway. 

Which is cherry picking BS as we know because it included Oct and November even after having said that there would be no supply in Oct and Nov.

But, it does highlight a real problem.  Tesla finished the year having sold 7,770 vehicles.  The VW ID.3 sold 7,754.  But the ID.3 entered the market in September, Tesla is for all year.

But looking at that again, Tesla sold out every month.  It wasn't a case of the ID.3 cannibalising Tesla sales, Tesla had nothing to sell.

The stark reality, though, is that Tesla sold 15,683 Model 3 in 2019 and 7,770 in 2020.



https://cleantechnica.com/2020/12/19/tesla-model-3-surpasses-model-s-in-norways-all-time-sales-ranking-3-electric-cars-left-to-pass/

https://insideevs.com/news/464304/norway-ev-sales-record-december-2020/

So Tesla sold less than 50% Model3 in Norway in 2020 then it did in 2019, even though, in December 2020, Norway recorded record levels of EV sales.  There are many reasons for this, Pandemic, Tesla delivery target focus and logistics.

But the reality is still the same.  Because Tesla didn't have the supply, other manufacturers managed to get in with a competing product and sell more vehicles in the last 4 months of the year than Tesla did.

This leads to another situation.  The incumbents are now aware of the danger.  When Tesla was a company selling 0.3% of the vehicles in the world, valued at a point which meant that raising funds from share sales might endanger Musks loan's on his share capital, Tesla could be ignored.

But, now, Tesla is rapidly going to go from 0.6% to 1%, 5% and 10% of world vehicle sales.  The company is now valued at such a high value that stock dilution, even if they wanted to raise $100bn, would not cripple the company and is building capacity faster than any other company in the world  can cope with.

Tesla has gone from curiosity, in which the incumbents could anticipate buying out the tech when they went bust, to a bona fide THREAT.

This is just cars.  But the cars have guaranteed that Tesla can now fund and stoke the energy business to such a degree that they would also be almost unassailable.

So now the 800lb gorilla's of the automotive world have a decision.  Do they fold, compete, or go all out to crush Tesla before it gets to the inevitable result of being the largest automaker in the world?

This, then, wraps all the way back to Norway and the Netherlands.

VW has exposed the weak spot in Tesla.

If they get into markets that Tesla is not in (small compact), or into markets that Tesla is struggling to supply in today (Model3/Y in Europe and other countries outside of US/China), they stand a good chance of becoming the benchmark for brand awareness.  Leaving the non advertising Tesla standing on the outside looking in.

Should the incumbents manage to influence the Brandenburg government to delay Tesla for even 6 more months, Tesla could be on the back foot in a real war for presence.  Something Tesla has never had to do.  Let us be honest here, Giga Berlin production targets are based on 24x7 manufacturing.  It would not be difficult to engineer an environmental objection that reduces production times to 18x6.  Tesla has grown almost totally unopposed.  Bolt's, Leaf's and others do not count, they are not even in the same solar system of Tesla offerings.  Having supply problems, especially now, would significantly impact Tesla.

So whilst the analysts are bigging up Tesla as this unstoppable juggernaut which will change the world of renewable energy (and to be fair there is ample evidence for this approach), there is a large dark shadow of the other 79.5 million vehicles manufactured in 2020 leaning over the shoulder of Tesla.

Two years from now with the compact model, Berlin and Texas in full swing and supply problems heading for the rear view mirror and it will be a different picture.

But what happens in the next 2 years is critical.

They haven't won yet.

Also we have no clue whether Biden will attempt to initiate a 6 week, or 2 month, lockdown to bring down US cases and deaths; shutting down Fremont for up to 2 months.

2021 may bring it's own pain.
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Re: Tesla glory/failure
« Reply #6497 on: January 08, 2021, 02:01:24 PM »
Tesla to produce $25K car as early as 2022 in Gigafactory Shanghai

https://www.teslarati.com/tesla-25k-car-release-date-2022-china-report/
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Re: Tesla glory/failure
« Reply #6498 on: January 08, 2021, 02:32:46 PM »
If they get into markets that Tesla is not in (small compact)

The small compacts need much more EVs quickly so it´s great that they get built. Does Tesla even have long term plans to make them?

If Tesla had send 10000 cars to the Netherlands they would have sold them. So they probably sold last years cars where it made most sense.

I would not call those risks. Plenty of EVs needed.
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Re: Tesla glory/failure
« Reply #6499 on: January 08, 2021, 05:14:00 PM »
It is a business and marketing thing.

You allow your competitor to take the high ground and you find it a long uphill battle.  So far Tesla has been virtually unopposed.  That is going to change.

As for being in that market.  See my last post.

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