TSLA showing cracks?
01-01-2019
, 03:16 PM
Just a little casual tax fraud nbd
01-02-2019
, 03:37 PM
01-02-2019
, 03:53 PM
01-03-2019
, 04:39 PM
01-04-2019
, 03:40 PM
01-05-2019
, 02:59 AM
Quote:
And just for a bit of historical perspective on how Musk is a clown, here's a Forbes article (Why the Telsa Model X is a Home Run) from 2012. Here are the claims of Musk (via Tesla's PR) at the time. Keep in mind, this was February 2012:
Over two years behind their own claimed schedule on Model X, 3 years behind schedule on Model 3 reveal (which has yet to happen). This is a huge fail, and other car companies will now eat their lunch as battery tech has caught up and surpassed Tesla.
How does someone fail so badly? Musk is either:
- A ****** at predicting the future of something he 100% controls
- A liar and fraud
- Some combination of the two
Does anyone really think he's going to meet his late 2017 mass production target for the Model 3 - less than 2 years? That it's going to be $35,000? Sales rapidly drop off over this price point, and the current in-production Model X is selling for $116,000. Meanwhile, the 87 mile range Nissan Leaf is available right now - in 2016 - for $29,000 before various credits. Does anyone think that in three years time when Tesla finally gets out a Model 3 into production for $40 or $50K, they won't be crushed by similar range, similar performance, cheaper cars from the established makers who leverage $100 billion+ of capital and economies of scale across models?
Meanwhile, on another competitive front to the pure electric, more and more hybrids with small cheap gasoline engines for the highways, having electric performance for around town, and 100+ mile pure electric range will crush Tesla on price and range while being electric nearly 100% of the time, meaning the experience of an under $30K car is near identical to the Model 3, but with zero range or reliability problems (you get electric 100% of the time in the city, all the savings and benefits, yet don't need to stop at a charging station for half an hour to recharge on long trips and never feel range anxiety). Porsche Mission E and others has gone into development as well, which will crush the Tesla high end.
Tesla is ****ed. They've taken too long. Anyone who thinks Tesla is a good investment at this price is crazy, frankly.
Over two years behind their own claimed schedule on Model X, 3 years behind schedule on Model 3 reveal (which has yet to happen). This is a huge fail, and other car companies will now eat their lunch as battery tech has caught up and surpassed Tesla.
How does someone fail so badly? Musk is either:
- A ****** at predicting the future of something he 100% controls
- A liar and fraud
- Some combination of the two
Does anyone really think he's going to meet his late 2017 mass production target for the Model 3 - less than 2 years? That it's going to be $35,000? Sales rapidly drop off over this price point, and the current in-production Model X is selling for $116,000. Meanwhile, the 87 mile range Nissan Leaf is available right now - in 2016 - for $29,000 before various credits. Does anyone think that in three years time when Tesla finally gets out a Model 3 into production for $40 or $50K, they won't be crushed by similar range, similar performance, cheaper cars from the established makers who leverage $100 billion+ of capital and economies of scale across models?
Meanwhile, on another competitive front to the pure electric, more and more hybrids with small cheap gasoline engines for the highways, having electric performance for around town, and 100+ mile pure electric range will crush Tesla on price and range while being electric nearly 100% of the time, meaning the experience of an under $30K car is near identical to the Model 3, but with zero range or reliability problems (you get electric 100% of the time in the city, all the savings and benefits, yet don't need to stop at a charging station for half an hour to recharge on long trips and never feel range anxiety). Porsche Mission E and others has gone into development as well, which will crush the Tesla high end.
Tesla is ****ed. They've taken too long. Anyone who thinks Tesla is a good investment at this price is crazy, frankly.
Quote:
TSLA sold down quite a bit today on the viewings of the Bolt at the auto show.
As I've said, nearly all of the things that TSLA fans go "ooooh aaaah" about is the pure electric drive with performance. Bolt is giving a first taste of that outside of Tesla and there'll be far more and far better. On nearly everything else TSLA is highly inferior at the same price point. People seem not to comprehend this.
Performance electric drives will be standard on electrics and hybrids by by 2019, and performance electric drive + 150 mile range + small gasoline engine you only ever use on long trips (thus being highly superior to TSLA's range anxiety) is going to crush what Tesla is offering on price and features. They will be incapable of competing at the low end. They don't have the capital, the synergy, the networks (supplier and retails), the large scale know how. It's easy to make a small number of desirable rich person cars when you're charging $80K while blowing billions and getting $10K in subsidies and tax break. Mass producing a desirable quality consumer car for under $35K is like an entirely different business.
And they're several years too slow. The automakers, who actually know what they're doing and are incredibly good at it, are going to make short work of Tesla. The Bolt and Leaf are the first taste of what's going to flood the market by the time Tesla finally has their Model 3 out in 2018 or later.
People will look back and be amazed at how well Musk and his gushing fanboys like Vance have pulled the wool over smart people's eyes.
As I've said, nearly all of the things that TSLA fans go "ooooh aaaah" about is the pure electric drive with performance. Bolt is giving a first taste of that outside of Tesla and there'll be far more and far better. On nearly everything else TSLA is highly inferior at the same price point. People seem not to comprehend this.
Performance electric drives will be standard on electrics and hybrids by by 2019, and performance electric drive + 150 mile range + small gasoline engine you only ever use on long trips (thus being highly superior to TSLA's range anxiety) is going to crush what Tesla is offering on price and features. They will be incapable of competing at the low end. They don't have the capital, the synergy, the networks (supplier and retails), the large scale know how. It's easy to make a small number of desirable rich person cars when you're charging $80K while blowing billions and getting $10K in subsidies and tax break. Mass producing a desirable quality consumer car for under $35K is like an entirely different business.
And they're several years too slow. The automakers, who actually know what they're doing and are incredibly good at it, are going to make short work of Tesla. The Bolt and Leaf are the first taste of what's going to flood the market by the time Tesla finally has their Model 3 out in 2018 or later.
People will look back and be amazed at how well Musk and his gushing fanboys like Vance have pulled the wool over smart people's eyes.
Those Tooth posts are from 2016. I know it's pretty lame to quote posts that are 2+ years old, but I think it is informative to see how much the expectations have changed. In 2016 it was a reasonable opinion that other car companies would have long range EVs that would either compete with or crush the model 3 in 2018. The numbers clearly show what actually happened.
I guess my question is what happened to the others? Why doesn't the bolt sell more cars? Where is the increased range on the Leaf? I heard it was coming soon but not sure when. My opinion is that the supercharger network is a big part of it but I know we have discussed this in the past and others disagree. Also I think that Tesla is actually trying to sell electric cars, while other companies are just putting cars out there to look like they are doing something while actually hoping electric fails so they can get another decade or two of massive profits from their ICE vehicles.
01-09-2019
, 03:29 PM
01-09-2019
, 08:01 PM