In summary you didn't watch but are telling us what happened in the videos. Now tell us how they got the Plaid and what their plans are.

 

My understanding is, Munro's company makes most of their money from consulting to major car manufacturers.

 

Correct, and the company is growing rapidly.

 

in the first video he says they got a big help ($) from some plastics company sabic (logo on the hood).

 

Remember the whole demand being slow discussion? Model S/X produced 24,390 units in 2021 but delivered 24,964 units. Basically sold everything they could make.

 

When was the last time Tesla had vehicles in inventory they couldn't sell? Never?

 

Maybe new, but Tesla also sells their used cars, and some of those don't move fast at all.

 

that's actually not very compelling... maybe they only made what they could sell.
25K isn't a huge # for 2 models combined.

 

That's all they could build. It was in the earnings call. They are actually under capacity in production due to shortages.

 

I don't predict demand for Tesla vehicles to slow until 2024-2025 at this point. Only then will the EV landscape be [relatively] flush with offerings at several different price points and body styles. I still think Tesla will be at the forefront of EV tech and they will have new [niche] models as well, of course.

 

They keep raising prices too. They announced that they have the highest profit margin in the entire industry. Now let's get that air suspension in the Model Y and I may order 1.

 

Yeah, let's hope they don't shoot themselves in the foot when more EV's start coming to market with better range, fit and finish. It's one thing to pay $30 to Apple for a .50 cent power adapter or $1000 for an iPhone, it's another when spending $60K to $100K

 

What comes up can also come down. Tesla has shown that its pricing isn't set and don't have the baggage the legacy OEMs have with dealerships. If the market becomes more competitive and they aren't selling out, the price can easily come down because it has healthy margin to play with now. Helpful not having dealers suck up your margins

 

only difference is there are several dealerships you can take a legacy oem car to for repair and it will probably be fixed in a few days at most vs Tesla you may have to wait a month to get an appointment much less have the car fixed.

 

True and highly dependent on location. I have 4 service centers around me so it takes me less than a week to get something done but this is so-cal. I imagine it's much harder in rural areas.