RE: I was wrong about Tesla in regards to a few things

Dec 11, 2019
11:30:08am

zephyr All-American

I've had my model x for about 16 months now. My favorite car ever. By far. One point you missed is how much of an advantage the supercharger network is. Nothing like it yet for other E cars. Makes traveling around the country no problem.

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zephyr

New username: CAPX
Bio page: zephyr
Joined: Aug 29, 2001
Last login: Feb 16, 2024
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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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