When you have a hammer everything looks like a nail, hence your belief that investigations into cars crashes and violating previous DOJ consent decrees is somehow political.

Paper hands confirmed

Feels like most of this PR stuff is pretty temporary IF Elon can humble himself. Most will scoff at that notion but stock hits double digits and I'm sure like most of these billionaires, he'll do what is needed to make a buck.

It isn't like a Kanye/Trump that he's done anything he can't comeback from, he just says he's leaving twitter to a CEO and going back to Tesla and the tree hugging virtue signalers probably develop a short memory. ice vehicles are so 2010s.

You mean the tree-hugging virtue signalers that buy(or bought, anyway) Teslas?

Elon pantsed himself pretty epically across multiple fronts. Now the emporer has no clothes. Totally tanked his cultivated perception worldwide.

News cycle moves fast, could see the PR headaches being a blip on the radar in a few years.

If tesla does/doesn't make it, feels like it'll come down to a lot more than "Elon pissed the libs off"

Bought some otm calls expiring Friday. Expecting a pop tomorrow

Tesla are opening up their chargers to other brands. Integration into their software(like navigation) will probably not be as good, but it should help a lot of non-tesla-ev-owners. The other networks are **** today, imo that indicates that something is seriously rotten in those companies and I would not be bullish that those companies can just turn it around if they want to.

if that is true, then it becomes a buy now? and that is probably what some posters are looking at and big factor.
despite Elon "pissing off the libs"

I don't know what camp is bigger or if any if this even influences any camp to not buy a tesla. i actually doubt that any buyer is influenced by the politics of musk. but idk.

people are happy with Elon buying Twitter > people are mad about it
that's my guess. I'm happy that he bought it Im not gonna lie.

this guy is happy too about it. "Elon having Twitter is good" or something along the line of happy about the power change:

most googled person in 2022 btw.

tesla at 100! haha! juicy


given that he will fly, and i think that is a certainy in the near future, the stock must go up too then, right?



"
Is Elon Musk gonna go to space?


SpaceX has not given a date for the launch of Starship, the focus of Musk's ambition to transport humans and cargo to the Moon and Mars. However, the world's richest person and CEO of Tesla has said he aims to send the rocket to orbit for the first time as early as next month.13.10.2022"

Elon Musk's SpaceX signs up world's first space tourist for ...

It isn't even about twitter but I definitely think Elon turning into more of a blowhard rather than underdog genius type trying to disrupt the car industry and save the planet is a bad look for him and ultimately the tesla brand.

It isn't like we're going from horse and buggy to EV here. We're going from ICE to EV, ICE is already a pretty good product and most people just wanna get from point A to point B. They have enough issues/drama to navigate in their life, they aren't trying to wake up 1 morning and findout the car they own is no longer cool because the CEO said dictator X did some good things (obviously don't expect Elon to meltdown this hard but his current behavior is very problematic to many people and his ego seems pretty unchecked so who knows)

But again, I think rubber meets road and he can knock all this performative stuff off and it will just be a short lived blip on radar.

For free? If they open up their chargers to other brands then how is that good for their business?

Although I do think all these charging stations probably just charge for electricity eventually. Why wouldn't they? The consumer wouldn't even care/mind, they are used to stopping and paying for gas already. It is an ingrained behavior.

You can read more here:
https://www.tesla.com/support/non-tesla-supercharging
https://www.teslarati.com/tesla-supe...eslas-pricing/

Cliffs: Either pay a bit extra per kilowatt(one example was £0.67 vs £0.47 /kWh) or do a $0.99/month subscription and pay the same price as Tesla owners. In general Tesla aims to make 30% gross margin and 10% operating margins on supercharging: https://twitter.com/elonmusk/status/1510691354623590410

So the more cars use their chargers the more money they make, but some Tesla owners might be grumpy over full chargers(I have never experienced this) and yeah it does make alternatives more attractive.

Out, +175%

Fair play sir

https://twitter.com/TeslaLarry/statu...44147757203456

In 2020 Tesla delivered 353 cars short of the 500,000 goal they had set for themselves in 2014, a goal considered impossible by critics and analysts alike. With this milestone behind them, they set themselves a new, and equally challenging goal

January ‘21 Tesla guidance: “over a multi-year horizon, we expect to achieve 50% average annual growth in vehicle deliveries. In some years we may grow faster…The rate…will depend on our equipment capacity, operational efficiency and capacity and stability of the supply chain.”

Demand matters too.

Bought more Tesla this week at $110

Yes. Good for Tesla that demand has not been a problem so far, meanwhile legacy competition sure is struggling, check the German's carmakers sales of EV in China for example... I don't see demand being a major problem in 2023, maybe if China has a large recession or the world has, but then Tesla will just cut margins to sensible levels again. Anyway, what are your falsifiable prediction for deliveries in 2023? Wanna take the under 50% growth compared to 2022 line? I am gonna go with solid above 50%.

How can Tesla have a demand problem ?
Just bmw sold more then double the numbers of cars while being 6X cheaper then Tesla market cap shrug .

https://companiesmarketcap.com/autom...by-market-cap/

AUSTIN, Texas, January 2, 2023 – In the fourth quarter, we produced over 439,000 vehicles and delivered over 405,000 vehicles. In 2022, vehicle deliveries grew 40% YoY to 1.31 million while production grew 47% YoY to 1.37 million.


Let's call it for what is was: a big miss on deliveries. Still pretty decent results for a difficult year.

Deliveries
2012: 2.7K
2013: 22.5K (+733.3%)
2014: 31.7K (+40.9%)
2015: 50.6K (+59.6%)
2016: 76.2K (+50.6%)
2017: 101.3K (+32.9%)
2018: 245.2K (+142.1%)
2019: 367.5K (+49.9%)
2020: 499.6K (+36%)
2021: 936.2K (+87.4%)
2022: 1.31 Million (+39.9%)

50% for 2023 should be pretty straightforward, they are not too far away with just Q4*4 and Berlin/Texas should easily go from 3k/week to >5k/week. Plus some semi, cyber etc.

Still competition is coming, demand cliff, Elon going to jail any day now, just like every other year. I think we are in for a bit more of pain first with China having to sort out their covid mess, world having a recession and lots of other inefficiencies that will painfully get solved before it gets better. Let's see what 2023 throws at us!

double doesn't get you anywhere. by my rough calcs they'll need to 7x annual sales by 2035 to justify current valuation assuming no change in margin

that or robotaxis

You'll probably be able to get more at $95 by tomorrow.

yeah that was my point.
i doubt demand is an issue since its already too low today .

Didn't it decline 4Q '21 to $Q '22 in terms of quarterly sales? That is where the decline is. That is also where the "Elon is toxic to the people he needs to sell cars to" would start.