I started with the presumption that Elon Musk likes each new business initiative to be self funding ASAP.
Using some snippets of info over the years, a supercharger costs Tesla about $50,000.
Over the last 12 Months, Tesla installed 12400 new Superchargers. Total cost $620 Million.
Say we had...
I reckon they have been through fires before, I can't see why they would go weak at the knees now.
BTW, the angle of reporting has been along the lines of 'TESLA PIVOTING', that may be true, and to me is the negative narrative of the story.
Perhaps the more accurate headline could read...
I suspect this has been on the cards for a lot longer than we think.
Over the last 6 months, (AU)I have been checking the Supercharger map for updates. The map should be updated every 3 months.
From a usual over a dozen planned new locations to just 3 today.
The supercharger network had been growing at 30%-33%, last qrt dropped to 27%.
Tesla has reached growth of around 1300 locations per year. Maybe a number the company is satisfied with to support the Robotaxi rollout for now.
Tesla has delayed mass production of consumer 'Model' 2...
All correct. One plays on the mood of short-term price, and the other long-term prospects.
But is it accurate to say, for example, 'he took his hands off the wheel ?'
Not many CEO's, nor boards, who are after all representing shareholders, able to turn on a dime.
Tesla had plans for...
Another positive for Tesla, and share price market boost, it's a biggie, but if the past is anything to go on, short-lived.
But maybe the past is over, lol. It could stick and rise steadily.
Good things are ahead within the market's reach. I expect the Q2 results to please, but adding to...
The installed max capacity is over 125,000
Can't recall his numbers exactly, Elon said a while back Tesla might produce up to 120,000 .. Likely less, 80,000? this year.
Whatever the number was, either end of the range is highish, he would have IMO, considered a slow start.
Drawing a long...
Civil War. Two belief systems clash in one society.
They are behind the times, 100 years ago, some horse owners would have been giving them the finger.
Yeppo accelerator.
First, it was the first-hand reports advising of delivery delay, next it was numbers banking up at distribution centres, and now it's overflowed at Austin.
Possibly production has slowed. I don't see why, plenty of room to hold a weeks worth, surely it's worth more to keep...
Sorry you got plastered Frank, don't drink so much :LOL:
You were right, there was an issue, clearly causing a delay, but from what I could tell, it looked mainly business as usual.
I watch all the flyovers, Saturdays Flyovers the place is flooded with CT's.. by Monday's Flyover the place is...
We don't yet see the value of owning FSD outright.
I anticipate rental prices dropping even more to capture the maximum TAM, possibly reaching as low(total guess) as $20 per month with a projected uptake of >95%. Safety is a Tesla core objective.
Conversely, purchasing outright will likely...
Legacy selling at lower prices = More loss per vehicle
There is no joy in it, but as new ICE sales slow, will profits from selling spare parts to the diminishing second-hand ICE market be enough to sustain this subsidy?
CT production restarts Monday morning and volume increases daily till Fri/Sat.
By Friday, final processing has fallen behind, and the increasing balance of CT's we see flooding the area is mostly cleared out on Sunday.
Not all vehicles go by train, the remnants we see on a Monday morning may...