True madness, these prices. I’m still on the sidelines, I absolutely want a Berlin-made car. I wonder if the prices ever start decreasing again. Inflation + Demand are strong.
Nah, they will also make a model 3 line in Berlin, but at a later point.
I actually drive a model 3 from Fremont and drove a Y from Shanghai, and I had a feeling the 3 was better quality. The steering wheel had this leather feel (and not matte plastic) and the Y had some squeaky noise.
Why I want a car from Berlin? Originally I thought that once these cars are produced here, with no need to ship them from China, they might become cheaper. But now even if this will be the case, the effect will be offset by inflation and latest price hikes.
Apart from that, it’s about the technology. I want the front/rear casting and the 4680 battery. Still not clear how much it improves the range or handling, but I just want the latest tech.
Finally, it’s politics. China is like Russia. I don’t want to support China.
I think Tesla also switched from real to synthetic leather at some point in the last years. Elon claims the synthetic one is much better tho. Can’t judge, my 2015 Model S has afaik still real leather.
Ouch, I hope you don’t use any electronics then xD
Hello Tesla investors,
how things are going today? I’ve read that the “Twitter” idea was a bit of a disaster for Tesla’s stock (and for the stock market overall, apparently ??)
First there were the Q1 2022 earnings, which have beaten the expectations. The quarterly EPS is already $3.22, which means if you’d annualize it, it’s already at $12.88. This sent the stock price +10% overnight. But over the course of next 3 days, almost all of these gains were lost. And then finally yesterday the stock dropped 12% from $1000 to $876. this puts the P/E at 68, which is IMO quite low for a company which has invested a lot of money in two big factories which still haven’t produced anything. You can expect even better results in Q3 and Q4. Q2 will be difficult due to the totalitarian Chinese state introducing brutal lockdowns on their population in Shanghai. Tesla factory was closed for a month.
There is never a boring day with Elon. I don’t know why the stock dropped. I see three potential reasons:
Elon is dropping some stock to raise money for Twitter (is not supposed to happen)
Elon made a lombard loan to buy Twitter and pledged his TSLA stock as collateral. Investors are afraid he might get margin-called
Investors don’t like that he gets involved in Twitter, as it is a distraction, he already has so much on his plate. His increased political / free speech involvement could also anger some liberal customers.
As with everything, we will be wiser and things will become clearer with time. I would personally prefer if he didn’t get involved in Twitter, but maybe Elon will prove that he can handle yet another company and that he didn’t bite more than he can chew.
By the way, just with the current factories and models, Tesla can easily build 4 million cars per year, once ramped up (1 million for each factory). It is also well on the way to 40% gross margin and 25% operating margin. Let’s plug these numbers in to get the EPS:
I feel like we are not pursuing the right avenues when trying to develop FSD, overcomplicating things like inventing zero-gravity pens instead of using pencils (the joke’s at 00:58)?
Maybe FSD environmentally clean vehicles have been around all along?
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