Tesla unlikely to Survive (Vol. 3)

Tesla unlikely to Survive (Vol. 3)

Author
Discussion

TameBritishMuslim

172 posts

77 months

Wednesday 9th March 2022
quotequote all
Burwood said:
Two giant, empty factories with no plans to equip them.
Tesla Sends Invites for Giga Berlin Delivery Day Event on 22nd March 2022:


hyphen

26,262 posts

92 months

Wednesday 9th March 2022
quotequote all
Elon files to court. Wants the 2018 SEC deal ripped up. He was forced to sign it he says.

https://www.telegraph.co.uk/business/2022/03/08/el...


off_again

12,407 posts

236 months

Wednesday 9th March 2022
quotequote all
TameBritishMuslim said:
Tesla Sends Invites for Giga Berlin Delivery Day Event on 22nd March 2022:

I tend to be a little cautious on these things - they did get initial approval for the pre-production cars and the factory has the go-ahead to start production. But this is only after they have completed the environmental impact assessments - as in, not polluting the local water and other stuff. While this should be formalities and a bit of testing - Tesla doesnt have a good track record in this area. The Fremont factory has a history of this with multiple fines and major issues. The Berlin factory is brand new and clearly will have been built to the required standards, but it might not be the best call to make at this point.

You can be damn sure that the German environmental stuff is way stricter than the US and they also have a lot of bite in comparison. Calling delivery dates this far in advance maybe a little risky. I am sure its OK, but lets see if Tesla has learned its lesson on this and is doing better. If it was me, I would be doing a soft launch so I dont disappoint customers if something happens. Big splashes might look good, but if something did go wrong, it has the potential to blow up in your face badly.

Smiljan

10,927 posts

199 months

Wednesday 9th March 2022
quotequote all
Nothing to stop them delivering Chinese cars from the German factory on this day.



Edited by Smiljan on Wednesday 9th March 19:02

off_again

12,407 posts

236 months

Wednesday 9th March 2022
quotequote all
Smiljan said:
Nothing to stop them delivering Chinese cars from the German factory on this day.



Edited by Smiljan on Wednesday 9th March 19:02
True. But cant you tell where a car is manufactured by the VIN? I thought there was a couple of numbers in there that indicates the location of the build.

Given that buyers will most likely figure this out quickly, might be worth seeing what happens.

delta0

2,366 posts

108 months

Wednesday 9th March 2022
quotequote all
Some models are now Feb 2023. The fuel prices are really driving up demand.

Heres Johnny

7,258 posts

126 months

Wednesday 9th March 2022
quotequote all
off_again said:
Smiljan said:
Nothing to stop them delivering Chinese cars from the German factory on this day.



Edited by Smiljan on Wednesday 9th March 19:02
True. But cant you tell where a car is manufactured by the VIN? I thought there was a couple of numbers in there that indicates the location of the build.

Given that buyers will most likely figure this out quickly, might be worth seeing what happens.
Many go off the first 3 chars but the factory digit is technically the 11th. We’ll soon see, in the past they do what they can to get a few cars out and then take a few months ramp8ng up production so even if it does start production it’s likely to be Sept before it’s anything like in full swing.

Smiljan

10,927 posts

199 months

Wednesday 9th March 2022
quotequote all
It was £1.40 a litre for unleaded in 2013.

Bit of a leap to say Tesla's Estimated Delivery random date generator is any kind of indicator of demand let alone an indication that fuel prices are causing folks to buy Tesla.

Often it says Estimated Delivery months away and when you place an order you get the car within a few weeks.

off_again

12,407 posts

236 months

Wednesday 9th March 2022
quotequote all
Smiljan said:
....Tesla's Estimated Delivery random date generator.....
Is that like the BMW GuessOMeter (GOM) for range? Pick a number and show it, hope that its accurate?

hehe

Heres Johnny

7,258 posts

126 months

Wednesday 9th March 2022
quotequote all
A stopped clock is right twice a day.

Tesla delivery depends on wheels bizarrely on the M3, last time I looked the 18” wheels were a 6 month longer wait than the 19”. May have changed since but it was very sensitive to spec.

For a brand in such demand it’s a puzzle why they’re offering 3-4k over book for part ex on cars if you’re looking at a MY.

delta0

2,366 posts

108 months

Wednesday 9th March 2022
quotequote all
Heres Johnny said:
A stopped clock is right twice a day.

Tesla delivery depends on wheels bizarrely on the M3, last time I looked the 18” wheels were a 6 month longer wait than the 19”. May have changed since but it was very sensitive to spec.

For a brand in such demand it’s a puzzle why they’re offering 3-4k over book for part ex on cars if you’re looking at a MY.
It’s Nov 22 to Feb 23 if you go for 18” rather than 19”

Durzel

12,309 posts

170 months

Thursday 10th March 2022
quotequote all
You're pretty boned in terms of trade in if you're looking to get a car in certain specs. Even just the more timely ones would be pushing the limits of the 60 day trade in valuation lifetime.

Smiljan

10,927 posts

199 months

Thursday 10th March 2022
quotequote all
delta0 said:
Heres Johnny said:
A stopped clock is right twice a day.

Tesla delivery depends on wheels bizarrely on the M3, last time I looked the 18” wheels were a 6 month longer wait than the 19”. May have changed since but it was very sensitive to spec.

For a brand in such demand it’s a puzzle why they’re offering 3-4k over book for part ex on cars if you’re looking at a MY.
It’s Nov 22 to Feb 23 if you go for 18” rather than 19”
It’s May if you get the Performance variant. White interiors also come faster on the short range.

In the US they’re offering quick deliveries if you take FSD which is just software, is it really demand or just them trying to get the most money possible from gullible buyers?

JonChalk

6,469 posts

112 months

Friday 11th March 2022
quotequote all
Smiljan said:
delta0 said:
Heres Johnny said:
A stopped clock is right twice a day.

Tesla delivery depends on wheels bizarrely on the M3, last time I looked the 18” wheels were a 6 month longer wait than the 19”. May have changed since but it was very sensitive to spec.

For a brand in such demand it’s a puzzle why they’re offering 3-4k over book for part ex on cars if you’re looking at a MY.
It’s Nov 22 to Feb 23 if you go for 18” rather than 19”
It’s May if you get the Performance variant. White interiors also come faster on the short range.

In the US they’re offering quick deliveries if you take FSD which is just software, is it really demand or just them trying to get the most money possible from gullible buyers?
Let’s say your costs are going up (energy and raw materials), but you don’t know if this is short, medium or long term impact, but you do know you risk becoming unprofitable soon.

Do you;

a) ride it out, after all you’ve got plenty of demand, plenty of cash coming in, why make hasty decisions and upset customers,
b) raise price, again, together with commensurate “oh look raising prices AGAIN” comments, or
c) cover your current cost increases by gently nudging people thinking of moving to EV (especially in times of rising fuel prices) towards a “price increase” that nets you huge increase in income for absolutely zero increased spend and that you don’t actually have to deliver on (and by gently nudging, I mean effectively blackmailing via grossly over extended and completely unjustified lead times if you don’t opt to pay more money for the thing that doesn’t exist)?

hyphen

26,262 posts

92 months

Friday 11th March 2022
quotequote all
Journo goes to Grimes's House and hears a second baby in the house.

Grimes eventuality admits she has had a secret second child and Elon is the father.

Weirdo mentals

vanity said:
...
I hear it again. This time it’s multiple cries, and it’s unmistakable. I’ve got two kids. That’s a baby. And I can tell by the frozen look on my host’s face that she heard it too. So I brace myself to ask the strangest question of my career: Do you have another baby in your life, Grimes?

Her body clenches and she looks away.

“I’m not at liberty to speak on these things,”
...
https://www.vanityfair.com/style/2022/03/grimes-co...

Smiljan

10,927 posts

199 months

Friday 11th March 2022
quotequote all
UK prices have increased again £43990 for the cheapest Tesla now.

It was £40490 just a year ago. Not forgetting unlike other auto makers, you can't negotiate the price with Tesla nor the trade in value.

They're beginning to look very, very expensive. Totally against their ethos and mission statement.

Lots of Model Y already on the used market and 3's falling below £35k asking price. Strangely though prices of older Model S' have firmed up with high mileage ones still listed for silly money. They don't seem to be selling though, many have been on Autotrader for a very long time.

It'll be interesting to see what they charge for German and Texas made Model Y - in theory they should be cheaper as they're touted as being much cheaper to make. We'll see.

Durzel

12,309 posts

170 months

Friday 11th March 2022
quotequote all
Smiljan said:
UK prices have increased again £43990 for the cheapest Tesla now.

It was £40490 just a year ago. Not forgetting unlike other auto makers, you can't negotiate the price with Tesla nor the trade in value.

They're beginning to look very, very expensive. Totally against their ethos and mission statement.

Lots of Model Y already on the used market and 3's falling below £35k asking price. Strangely though prices of older Model S' have firmed up with high mileage ones still listed for silly money. They don't seem to be selling though, many have been on Autotrader for a very long time.

It'll be interesting to see what they charge for German and Texas made Model Y - in theory they should be cheaper as they're touted as being much cheaper to make. We'll see.
So, basically, no problem?

I think Tesla's mission statement was to accelerate sustainable transport, not to make their own products bargain bucket prices. There are plenty of other brands available at this point if you don't care about the badge.

Smiljan

10,927 posts

199 months

Friday 11th March 2022
quotequote all
Bargain bucket rofl I know there are others to choose from but bizarrely this is a thread about Tesla hence the commentary.

They've always said the end goal was to produce an affordable (sub $30k) car to help push their mission to accelerate the world's transition to sustainable energy. Somehow the mission has turned to stockpiling vast amounts of money and passing it on to a few at the top.

Weird how that happens isn't it.

A more feasible explanation is that material costs, inflation, lack of progress on the new miracle battery and a gazillion other things that get in the way when you expand a business have conspired to cause them to need to increase prices and push the more expensive versions of models.

Lets face it, the cars have few moving part, minimal interiors and supposedly the worlds most efficient factories yet the price they charge doesn't reflect that. Either they are struggling to pull a profit or a profiteering against the ethos they are keen to suggest they follow. Which is it?




SWoll

18,650 posts

260 months

Friday 11th March 2022
quotequote all
Smiljan said:
UK prices have increased again £43990 for the cheapest Tesla now.

It was £40490 just a year ago. Not forgetting unlike other auto makers, you can't negotiate the price with Tesla nor the trade in value.

They're beginning to look very, very expensive. Totally against their ethos and mission statement.

Lots of Model Y already on the used market and 3's falling below £35k asking price. Strangely though prices of older Model S' have firmed up with high mileage ones still listed for silly money. They don't seem to be selling though, many have been on Autotrader for a very long time.

It'll be interesting to see what they charge for German and Texas made Model Y - in theory they should be cheaper as they're touted as being much cheaper to make. We'll see.
Check again, that's with "potential savings" (yes they're pulling that crap again)

Model 3

SR - £45,490
LR - £53,490
Perf - £59,990

Model Y

LR - £57,090
Perf - £64,990

ETA - Apologies, you are right. I missed the fact they are automatically speccing 19" wheels on every car. rolleyes

Edited by SWoll on Friday 11th March 18:51

Puzzles

1,911 posts

113 months

Friday 11th March 2022
quotequote all
I think they auto spec the larger wheel which brings down the delivery time, if you want the car even sooner you can opt for the white interior but both these add ££££ to the price.


£43,990 is achievable though but you'll be waiting