I think an Apple car in 2024 is more believable than Toyota EVs with 100% solid state batteries in 2021.

I thought Toyota was promising just a prototype of a solid state battery car in 2021. Not an actual model for sale at the time.

Probably just some hyped up pre-production car bull****

Pretty sure Apple is in the same boat. I'd be surprised to see much more than a single physical prototype being shown off at a tech trade show or something in 2024.

Or maybe it will just be a CG rendering in a press release.

I assume most people bashing Tesla cars in the thread have actually never driven one for a week or more...

I assume people expressing opinions on Tesla cars have never driven a statistically significant number of them for their entire life cycle...

Good point, so we should probably just couch all the criticism all together then right?

What criticism?

so elon tried to sell this for $60b two years ago and tim cook wouldn't even take the meeting.

but now they've eked out just enough quarters of measly gaap profits to get into the sp500 and you can buy your share of it at a $600b valuation. more like $700b+ with diluted shares, but who's counting?

sounds like a steal.

Are you trolling? Or not following the conversation?

I can not find a single post among the last 92 where anybody says anything negative about Tesla cars. Can you please refer me to the posts you are thinking of?

Look again.... Theres a word that rhymes with "animosity" in there somewhere. Might be hard to find though.

Sandy Munro disagrees:


Sure Tesla has had a lot of issues over the last few years. If you are backwardslocking Tesla sure looks overvalued. But forward looking bulls are seeing a lot of improvement to the point that industry experts are starting to admire Tesla and the rate of improvement keeps going on. My 2020 Model X is much better than the Model X from 2018 I drove before. But think I will trade it in for a Model Y from Berlin which should be greatly improved, maybe not same nice interior as X, but a better size for Europe...

Markets <3

Ok, right, so we're back to you getting triggered by the word monstrosity, to argue against quality control process issues by driving one car for a week.

I'm currently driving a 2000 Camry. Once it stops running or gasoline is no longer available I will be in the market for a TSLA.

Looking forward to a new car!

I just thought calling the Tesla a monstrousity was "a bit dramatic" which any rational person would agree.

But I guess you won the internet today anyway, good job.

My next car will likely be an EV, and probably a Tesla

That car won't die-you'll have to kill it. You're looking at option B

How many Tesla bulls have driven the e-tron, Taycan, Mustang Mach-E, etc? There are plenty of other EVs that are just as fun to drive.. the only Tesla moat at this point is the cult.

Moat is wide and deep. Perusing the forums at an apple fan site about the Musk/Apple story. Seems like the TSLA fans outnumbered the apple fans. So maybe short is too early (Opened a starter position friday afternoon myself). Peak sales is still probably first half of 2021. Downward trajectory begins when QA issues becomes a more widespread MEME and underinvestment in service centers catches up with them. Maybe another nail is when the insurers adjust rates for their high repair expense and long wait times.

I also predict they will need to continue to cut prices to keep the sales growth, and expect on average 2 capital raises annum to fund it. At some point this dilution should be meaningful.

Planning to pick up first Tesla car this week. I would have also considered the Mach E, and that still may be a future option, but wanting to try the Tesla first.

Lots of exciting options coming in next few years from all over the place. Actually not impressed by the VW specs, but the price is right. Would like to get back into a truck eventually.

No positions, maybe F

I've noticed. I didn't even put oil in it one year and it was fine.

People type lol too much but I want you to know I legit LOL'd for a good 5 mins at this.

#prayforMrFeel

Scaling back production!

Demand Death!

#prayforSayer

"The Chinese factory isn't going to happen"

#prayforsayer

"No viable path to profitability at even $45K cars"

#prayforsayer

The Ipace is coming folks..... IPACE!!!!!!!!!!!!!!!!!!!

#prayforsayer

Would you like an updated video pal? I can even get you a few of the other factories as well. Let me know bud ok?

#prayforsyndr0me

"shares will be worth exactly zero"

#prayforshuffle

"80%+ demand fall off"

How'd those shorts do?

#prayforcase3

Rivian!!!!

Does anyone know where I can buy one?

#prayfordidace

"Demand is dead in the US"

#prayforsayer

You realize demand death happened and we made a fortune short Tesla on these theses, right? That the shorts made more than the longs and with far less risk?

You realize that Tesla was weeks away from bankruptcy - according to the CEO himself. The thesis was excellent and profitable. Just because Musk pulled out a hail Mary giant fraud, where he claimed:

1. 1 million autonomous robotaxis in 2020 on the roads, pulling in $10 billion in profit for Tesla.
2. Fully Self Driving feature complete by the end of 2019
3. Tesla cars will appreciate 5x in 2020

And had a bunch of losers believe him and buy up the stock and his cars, doesn't mean the thesis was good. That's all that happened - that and vast sums of Chinese money right when he needed it (I'd guess for US classified SpaceX secrets).

His situation got so desperate he was calling anyone with money begging for a meeting to buy him out before it all collapsed. Even Apple, who Musk wanted to sell it to for less than 1/10th of its current value:



Where do you think he went after he was turned down by everyone sane and near collapse? China is where. What did he have to sell for their billions in fresh funds to keep him alive? SpaceX secrets. Nothing else. And indeed, after the China funds and demand recovery from deep lows, I advised to cover at the bottom and even get long (at $39). The thesis was great and the exit was great.

If you had a thesis that "Musk's giant Fully Self Driving fraud will convince people to buy up his stock in a giant bubble", then congrats. Otherwise you had a horrible thesis and got lucky.

If there's one thing the shorts have gotten wrong, it's the magnitude of this bubble since corona lows (which we 10 bagged on the way down, thank you very much). Truly extraordinary and I thought there were some good shorts at much lower prices than now. But like pets.com, Enron and other trash, fraud creates insane bubbles and the bigger the trash the more it runs when money is being printed hand over fist and retails are pouring into the market.

I owned an Etron. Its not even close to the same technology..... Its basically just a Prius.

I test drove the Taycan....it was cool.

Feel free to review them if you have owned/driven them. I have not, but I doubt that I would want to trade in my Model X for one. They lack autopilot and supercharger network, which is the two features I care about the most. If you had owned a 2020 Tesla for a few weeks I think you would agree.