Tesla and Uber Unlikely to Survive...
Discussion
transportation as a service - yes please, take my money
Access fee & cost per journey with close to zero lead time and the service arranging the appropriate vehicle to rock up to where I say ready to take me to my destination
If all of Musk's plans come together in time, I should be able to arrange to be picked up here in York and dropped off just outside the flamethrower shop in base city Alpha on Mars!
Tesla car / Hyperloop / Dragon
That would be cool.
Access fee & cost per journey with close to zero lead time and the service arranging the appropriate vehicle to rock up to where I say ready to take me to my destination
If all of Musk's plans come together in time, I should be able to arrange to be picked up here in York and dropped off just outside the flamethrower shop in base city Alpha on Mars!
Tesla car / Hyperloop / Dragon
That would be cool.
sambucket said:
On balance I think Musk is a great CEO, a great salesperson too. He obviously has a lot of weaknesses and faults. But I don't think tesla would be at current revenue today without him.
Anyone can sell when you ditch the concept of truth and to be a great CEO you should be respected by your staff, not feared. He’s just another Trumpsambucket said:
DonkeyApple said:
Anyone can sell when you ditch the concept of truth and to be a great CEO you should be respected by your staff, not feared. He’s just another Trump
The reality as ever is grey, but I suspect you are just a bored troll, so unlikely to be worth either of our time discussing it. I respectfully request you don't quote me again.
Edited by sambucket on Wednesday 24th April 15:48
DonkeyApple said:
If he can sell a $40k asset that yields $30k a year gross then we are all billionaires. This is the product that all people who don’t want to work have been been waiting for all their lives. The investment that defies all fiscal concepts since the dawn of commerce.
Obviously the real number to note is his 18c/mile cost projection. That’s exciting because if true then minicabs are going to cost barely 20c/mile and there will be absolutely no point in anyone owning a car any more.
I guess the risk is that all the other Silicon Valley ‘idiots’ haven’t got it wrong and that they will develop a FSD product that isn’t restricted to just a single car company’s product range but can be rolled out on every new car on the planet. Frankly, if Tesla do get an FSD product and the licences to use it without a pilot then selling it outside of their product range will be forced upon them buy the shareholders.
It would wipe out public transport overnight tooObviously the real number to note is his 18c/mile cost projection. That’s exciting because if true then minicabs are going to cost barely 20c/mile and there will be absolutely no point in anyone owning a car any more.
I guess the risk is that all the other Silicon Valley ‘idiots’ haven’t got it wrong and that they will develop a FSD product that isn’t restricted to just a single car company’s product range but can be rolled out on every new car on the planet. Frankly, if Tesla do get an FSD product and the licences to use it without a pilot then selling it outside of their product range will be forced upon them buy the shareholders.
Great way to save the planet
Witchfinder said:
Model S standard range is now back on sale, now that the new drivetrain had been introduced. Autopilot also seems to be standard now. It's so confusing. Who is making these decisions, and why?
It's the future, we have to get used to it apparently, just because we are spending 60k+ we shouldn't expect it to be any different to buying a loaf of bread$261
All those filling their boots at that price are having no trouble finding sellers.
Tesla would make a great $30B car company, that's only a little smaller than Ford, trouble is thats a $190 share price.
But all Ford have done this year is
- Put 500M into Rivian
- Restructured their Transportation Mobility Cloud in conjunction with Autonomic to AWS
- Claimed the title of the best selling sports couipe in the World for the 4th straight year
- Delivered a new 330bhp high performance package from a 4 cylinder sports car
- Declared a dividend for the second quarter of 2019
- Increased truck and van sales over last year and set a new Q1 record for sales
- launched a new Ford Escape including a class leading hybrid
- Introduced a environmental protection plan for a former brass factory taking care of their legacy
Oh hold on...
That was just April so far.
- New "Self Care" and Mindful mode to let drivers digitally detox
- F-150 best performing truck on IIHS side impact testing
- Added a second US battery production site
- New features around mobility for the disabled (apparently we're not all able bodied)
- Using super computers and 3D printing in their design and production process for the mustang
- introduce self healing tyres on some cars -cars get punctures
- Introduces schemes to educate younger drivers, taking social responsibility seriously...
Not finished March yet but you get the drift
All those filling their boots at that price are having no trouble finding sellers.
Tesla would make a great $30B car company, that's only a little smaller than Ford, trouble is thats a $190 share price.
But all Ford have done this year is
- Put 500M into Rivian
- Restructured their Transportation Mobility Cloud in conjunction with Autonomic to AWS
- Claimed the title of the best selling sports couipe in the World for the 4th straight year
- Delivered a new 330bhp high performance package from a 4 cylinder sports car
- Declared a dividend for the second quarter of 2019
- Increased truck and van sales over last year and set a new Q1 record for sales
- launched a new Ford Escape including a class leading hybrid
- Introduced a environmental protection plan for a former brass factory taking care of their legacy
Oh hold on...
That was just April so far.
- New "Self Care" and Mindful mode to let drivers digitally detox
- F-150 best performing truck on IIHS side impact testing
- Added a second US battery production site
- New features around mobility for the disabled (apparently we're not all able bodied)
- Using super computers and 3D printing in their design and production process for the mustang
- introduce self healing tyres on some cars -cars get punctures
- Introduces schemes to educate younger drivers, taking social responsibility seriously...
Not finished March yet but you get the drift
Edited by Heres Johnny on Wednesday 24th April 18:19
Business insider on Panasonic / giga factory
Even allowing for exaggeration, it doesn’t sound like a smoothly running world class operation
Not the end of the world, but a bit more for the mix
https://www.businessinsider.com/panasonic-battery-...
Even allowing for exaggeration, it doesn’t sound like a smoothly running world class operation
Not the end of the world, but a bit more for the mix
https://www.businessinsider.com/panasonic-battery-...
As I have said here a couple of times: Is the 3 cannibalising sales of the S ( & X )? Given that deliveries in Q1 were less than half of the previous 2 year run rate, I am starting to think it is. Moreover, that the Y will cannibalise both larger models even more. Let's see.
I had assumed (wrongly) that the 3 was made to order. Learning that it isn't makes me wonder about inventory. Even with a limited range, there is nothing so hard to predict as consumer demand for a product where there is any choice whatsoever (*). You can be sure that there will be punters that want a car in a configuration that isn't in stock in preference to the XX that are available to drive away now. Handling that is an issue. Not the end of the world.
I was surprised at how badly the 'service & other' part of the business did: 7% down on revenue and -39% gross margin, with overall losses > Q4
Energy & Storage is a busted flush isn't it? A(nother) new pricing & deployment strategy? Really?
Gigafactory China funding not fully in place yet and no mention in this release of any dates to do with it other than an "if it is able to reach volume production in Q4 this year, we may be able to produce as many as 500,000 vehicles globally in 2019"
That said, the share price responded as if the news was better than expected and Tesla is calling positive cash flow less capex for every quarter including Q2 and a return to profitability in Q3, following a significant reduction in the loss in Q2
(*) my favourite example is the company that made underfloor heating pipes. Historically always and only grey and, of course, never seen once installed anyway. A choice of colours was introduced (why, I will never know) and the chaos it caused to production scheduling caused supply problems and a massive hit to profits.
I had assumed (wrongly) that the 3 was made to order. Learning that it isn't makes me wonder about inventory. Even with a limited range, there is nothing so hard to predict as consumer demand for a product where there is any choice whatsoever (*). You can be sure that there will be punters that want a car in a configuration that isn't in stock in preference to the XX that are available to drive away now. Handling that is an issue. Not the end of the world.
I was surprised at how badly the 'service & other' part of the business did: 7% down on revenue and -39% gross margin, with overall losses > Q4
Energy & Storage is a busted flush isn't it? A(nother) new pricing & deployment strategy? Really?
Gigafactory China funding not fully in place yet and no mention in this release of any dates to do with it other than an "if it is able to reach volume production in Q4 this year, we may be able to produce as many as 500,000 vehicles globally in 2019"
That said, the share price responded as if the news was better than expected and Tesla is calling positive cash flow less capex for every quarter including Q2 and a return to profitability in Q3, following a significant reduction in the loss in Q2
(*) my favourite example is the company that made underfloor heating pipes. Historically always and only grey and, of course, never seen once installed anyway. A choice of colours was introduced (why, I will never know) and the chaos it caused to production scheduling caused supply problems and a massive hit to profits.
There are so few combinations of the M3 (well any Tesla really) spec so building for stock isn’t an issue in that sense, and you can asses the configurator usage on incomplete orders to get a sense of demand, the real issue is that it indicates demand is lower than production, we’ll certainly the demand replenish rate (ie the order backlog has been emptying much faster than it’s being added to).
It’s double worrying that Tesla are topping the sales charts in key markets and it’s still happening. Where can you go from where they are? They need to constantly crack new markets and markets are often driven by local incentives.
The MS sales cannibalisation is not surprising, many are calling/praying/expecting an MS refresh to rejuvenate sales, I think we’ve had it, 10% more range, faster charging and air suspension that finally does what every other premium suspension does. The interior needs some TLC.
It’s double worrying that Tesla are topping the sales charts in key markets and it’s still happening. Where can you go from where they are? They need to constantly crack new markets and markets are often driven by local incentives.
The MS sales cannibalisation is not surprising, many are calling/praying/expecting an MS refresh to rejuvenate sales, I think we’ve had it, 10% more range, faster charging and air suspension that finally does what every other premium suspension does. The interior needs some TLC.
Heres Johnny said:
There are so few combinations of the M3 (well any Tesla really) spec so building for stock isn’t an issue in that sense, and you can asses the configurator usage on incomplete orders to get a sense of demand, the real issue is that it indicates demand is lower than production, we’ll certainly the demand replenish rate (ie the order backlog has been emptying much faster than it’s being added to).
It’s double worrying that Tesla are topping the sales charts in key markets and it’s still happening. Where can you go from where they are? They need to constantly crack new markets and markets are often driven by local incentives.
The MS sales cannibalisation is not surprising, many are calling/praying/expecting an MS refresh to rejuvenate sales, I think we’ve had it, 10% more range, faster charging and air suspension that finally does what every other premium suspension does. The interior needs some TLC.
Like some have said, they don’t have the money to update the S properly. Read posts back a few pages ‘Tesla predict 25% market share 500k units per quarter’ just ignore the 20b required 3 new factories and orders.
And we havnt even seen the Germans pull up out front. Order books for the ID open in 2 weeks. I predict 200k booked within 90 days.
It’s double worrying that Tesla are topping the sales charts in key markets and it’s still happening. Where can you go from where they are? They need to constantly crack new markets and markets are often driven by local incentives.
The MS sales cannibalisation is not surprising, many are calling/praying/expecting an MS refresh to rejuvenate sales, I think we’ve had it, 10% more range, faster charging and air suspension that finally does what every other premium suspension does. The interior needs some TLC.
Like some have said, they don’t have the money to update the S properly. Read posts back a few pages ‘Tesla predict 25% market share 500k units per quarter’ just ignore the 20b required 3 new factories and orders.
And we havnt even seen the Germans pull up out front. Order books for the ID open in 2 weeks. I predict 200k booked within 90 days.
Burwood said:
Heres Johnny said:
There are so few combinations of the M3 (well any Tesla really) spec so building for stock isn’t an issue in that sense, and you can asses the configurator usage on incomplete orders to get a sense of demand, the real issue is that it indicates demand is lower than production, we’ll certainly the demand replenish rate (ie the order backlog has been emptying much faster than it’s being added to).
It’s double worrying that Tesla are topping the sales charts in key markets and it’s still happening. Where can you go from where they are? They need to constantly crack new markets and markets are often driven by local incentives.
The MS sales cannibalisation is not surprising, many are calling/praying/expecting an MS refresh to rejuvenate sales, I think we’ve had it, 10% more range, faster charging and air suspension that finally does what every other premium suspension does. The interior needs some TLC.
Like some have said, they don’t have the money to update the S properly. Read posts back a few pages ‘Tesla predict 25% market share 500k units per quarter’ just ignore the 20b required 3 new factories and orders.
And we havnt even seen the Germans pull up out front. Order books for the ID open in 2 weeks. I predict 200k booked within 90 days.
It’s double worrying that Tesla are topping the sales charts in key markets and it’s still happening. Where can you go from where they are? They need to constantly crack new markets and markets are often driven by local incentives.
The MS sales cannibalisation is not surprising, many are calling/praying/expecting an MS refresh to rejuvenate sales, I think we’ve had it, 10% more range, faster charging and air suspension that finally does what every other premium suspension does. The interior needs some TLC.
Like some have said, they don’t have the money to update the S properly. Read posts back a few pages ‘Tesla predict 25% market share 500k units per quarter’ just ignore the 20b required 3 new factories and orders.
And we havnt even seen the Germans pull up out front. Order books for the ID open in 2 weeks. I predict 200k booked within 90 days.
T-195 said:
Burwood said:
Heres Johnny said:
There are so few combinations of the M3 (well any Tesla really) spec so building for stock isn’t an issue in that sense, and you can asses the configurator usage on incomplete orders to get a sense of demand, the real issue is that it indicates demand is lower than production, we’ll certainly the demand replenish rate (ie the order backlog has been emptying much faster than it’s being added to).
It’s double worrying that Tesla are topping the sales charts in key markets and it’s still happening. Where can you go from where they are? They need to constantly crack new markets and markets are often driven by local incentives.
The MS sales cannibalisation is not surprising, many are calling/praying/expecting an MS refresh to rejuvenate sales, I think we’ve had it, 10% more range, faster charging and air suspension that finally does what every other premium suspension does. The interior needs some TLC.
Like some have said, they don’t have the money to update the S properly. Read posts back a few pages ‘Tesla predict 25% market share 500k units per quarter’ just ignore the 20b required 3 new factories and orders.
And we havnt even seen the Germans pull up out front. Order books for the ID open in 2 weeks. I predict 200k booked within 90 days.
It’s double worrying that Tesla are topping the sales charts in key markets and it’s still happening. Where can you go from where they are? They need to constantly crack new markets and markets are often driven by local incentives.
The MS sales cannibalisation is not surprising, many are calling/praying/expecting an MS refresh to rejuvenate sales, I think we’ve had it, 10% more range, faster charging and air suspension that finally does what every other premium suspension does. The interior needs some TLC.
Like some have said, they don’t have the money to update the S properly. Read posts back a few pages ‘Tesla predict 25% market share 500k units per quarter’ just ignore the 20b required 3 new factories and orders.
And we havnt even seen the Germans pull up out front. Order books for the ID open in 2 weeks. I predict 200k booked within 90 days.
Like some have said, they don’t have the money to update the S properly. Read posts back a few pages ‘Tesla predict 25% market share 500k units per quarter’ just ignore the 20b required 3 new factories and orders.
And we havnt even seen the Germans pull up out front. Order books for the ID open in 2 weeks. I predict 200k booked within 90 days.
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