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Dec 11, 2019
12:20
:09
pm
kjBYU
3rd String
I love point number 5
It is the reason I can't imagine buying any other car than a Tesla right now. I love that my car gets better and better.
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kjBYU
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kjBYU
Joined
Dec 1, 2001
Last login
Jun 15, 2024
Total posts
490 (0 FO)
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Messages
Author
Time
I was wrong about Tesla in regards to a few things
Negative Equity
12/11/19 11:19am
Awesome post, thanks a lot!
bluefish
12/11/19 11:23am
Great post. Their semi line seems like the biggest gamble to me.
BlackBart
12/11/19 11:26am
Nikola is the company to watch in the heavy duty space.
Tokolosh
12/11/19 11:29am
Yes. With an increase in battery and capacitor technogy
Negative Equity
12/11/19 11:31am
Profitability? Still too reliant on new capital for operations.
Tokolosh
12/11/19 11:28am
They seem to have turned the corner
Negative Equity
12/11/19 11:36am
This guy thinks funny accounting is going on
Zak
12/11/19 6:52pm
RE: I was wrong about Tesla in regards to a few things
zephyr
12/11/19 11:30am
Duh. That was an obvious miss. You are right on.
Negative Equity
12/11/19 11:32am
Welcome to the light brother.
Tesla Coug
12/11/19 11:31am
*not an owner.
Baron
12/11/19 11:37am
Irrelevant.
Tesla Coug
12/11/19 11:38am
Just added the disclaimer to protect you from a misrepresentation or false reliance
Baron
12/11/19 11:41am
That bit of legal work could probably be 15 minutes of billed time. Oh wait, he chimed in? Make it 30 minutes. 😉
Tokolosh
12/11/19 11:43am
I am going to review my work and this thread every hour for at least a few minutes. I'll get this up to 8 hours in no
Baron
12/11/19 11:44am
Board name checks out
ldssdl
12/11/19 11:56am
You should also look into these other acquisition.
Tesla Coug
12/11/19 11:37am
I did look into those when I went down the rabbit hole
Negative Equity
12/11/19 11:40am
RE: I did look into those when I went down the rabbit hole
Tesla Coug
12/11/19 11:54am
My next car.
AtomicHamster
12/11/19 11:40am
Good post. Only one I'd challenge is (4). Tesla isn't dominating in self-driving now, and given their
mik3
12/11/19 11:46am
I don't think Level 5 is possible until there is an industry solution with collaboration and data standards.
Tokolosh
12/11/19 11:48am
The laws are catching up. This article is from 2018
Negative Equity
12/11/19 11:54am
Yep. We are making headway in the industry to gets some standards in place and get collaboration going.
Tokolosh
12/11/19 11:56am
L5 is basically the unicorn of self driving. It's a car driving itself anywhere and everywhere, never
mik3
12/11/19 1:35pm
Your right about Tesla still being at L2
Negative Equity
12/11/19 11:52am
Major autos are invested in companies that are further down the path though...
Tokolosh
12/11/19 11:55am
I hope so. It will significantly reduce auto fatalities.
Negative Equity
12/11/19 11:57am
Tesla isn't competing with other major auto manufacturers in self-driving, though.
mik3
12/11/19 1:34pm
Consumers certainly feel that Tesla is competing with other manufactures
Negative Equity
12/11/19 2:08pm
I'm not talking about consumers. I'm saying that if you want to determine Tesla's position in the
mik3
12/11/19 2:14pm
I'm aware of the differences between the approaches.
Negative Equity
12/11/19 2:21pm
My point is that the leaders in the space use Lidar. And are far ahead of Tesla in achieving L4.
mik3
12/11/19 2:48pm
Who is currently in the lead with L4?
UNLVcougar
12/11/19 2:57pm
Alphabet's Waymo
mik3
12/11/19 4:04pm
I just read up on this for a bit
Negative Equity
12/11/19 4:05pm
is the federal government still subsidizing Tesla or are they now independent?
run26
12/11/19 11:55am
The credits are running out. But even without the credits
Negative Equity
12/11/19 11:59am
I love point number 5
kjBYU
12/11/19 12:20pm
Enjoy your Tesla. It is now well justified.
StalwartBraveTrue
12/11/19 12:31pm
Which Tesla do you own?
PessimisticCB
12/11/19 12:41pm
I don't own one. I am strongly considering one for my next vehicle.
Negative Equity
12/11/19 12:43pm
Oh gotcha. Do it.
PessimisticCB
12/11/19 12:48pm
There's numerous Tesla problems this post overlooks, I know 3 Tesla owners and
MatthiasPhunkHausen
12/11/19 12:55pm
Very fair points. I used to be critical of Tesla wondering if the business model
Negative Equity
12/11/19 1:03pm
Re; Tesla's head start or advantages, when the big boys fully go after T's
MatthiasPhunkHausen
12/11/19 1:54pm
Completely agree about your points about CNBC
Negative Equity
12/11/19 2:13pm
I agree, nobody's gonna be putting their life savings in something because of
MatthiasPhunkHausen
12/11/19 2:37pm
Is this statement about future affordability true:
JmThms
12/11/19 4:35pm
Not without tax credits.
run26
12/11/19 5:12pm
The operative word is MAY
Negative Equity
12/11/19 6:03pm
The last paragraph is what I was looking for.
JmThms
12/11/19 6:12pm
Wouldn't you pay a little over that amount
Negative Equity
12/11/19 6:41pm
Yes, but will it be enough to close the gap and prompt me to pull the trigger?
JmThms
12/12/19 1:03am
Interesting, I made the opposite flip.
Mitty
12/11/19 9:58pm
I'm curious, what changed your mind?
Negative Equity
12/12/19 8:25am
Working in the EV space and learning about their manufacturing issues,
Mitty
12/15/19 1:21am
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