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-   -   Tesla Business and News Thread (https://www.clublexus.com/forums/car-chat/1006997-tesla-business-and-news-thread.html)

swajames Nov 15, 2023 10:20 AM

I think the code talks about charging for heated wipers to be fair. I don't think the charge is for using your actual wipers.

But yes, at no point did I expect you to be amongst that lunatic fringe ;)

bitkahuna Nov 15, 2023 11:37 AM


Originally Posted by AMIRZA786 (Post 11613952)
If Elon thinks I'm paying to use my wipers, ...

assume subscription would be for automatic wiper function*, not manual control, lol.
edit* or heated wipers.

AMIRZA786 Nov 15, 2023 12:49 PM


Originally Posted by swajames (Post 11614012)
But yes, at no point did I expect you to be amongst that lunatic fringe ;)

Damn Right!

https://cimg2.ibsrv.net/gimg/www.clu...2f3c933600.gif

bitkahuna Nov 16, 2023 06:21 PM

i recommend this podcast for anyone interested in elon musk and some of the practices he's employed at tesla and his other ventures.

david pogue interviews walter isaacson (musk biographer). isaacson by the way doesn't just gather info and write a biography about someone, he shadows them in their lives if possible, often for years, with the person's ok.

https://link.chtbl.com/mP3XPN_o?sid=d

AMIRZA786 Nov 20, 2023 01:54 PM

Another great video from Gjeebs


AMIRZA786 Nov 20, 2023 02:06 PM

I'll say it again: Never bet against Tesla

Elon Musk responds to Tesla (TSLA) short seller fund’s collapse

Elon Musk has responded to the news of an aggressive Tesla short seller’s decision to close his prolific fund. In a post on X, the social media platform formerly known as Twitter, Musk noted that he had warned short-sellers that betting against Tesla was a very risky affair.

As per recent reports, famed short-seller Jim Chanos, who has made a name for himself by betting against Enron, would be closing his fund. In a letter to investors of his fund, Kynikos Associates, Chanos noted that the bulk of the fund would be returned to investors by the end of the year.

“It is no secret that the long/short equity business model has come under pressure and interest in fundamental stock pickers has waned. While I am as passionate as ever about research and investing, I feel compelled to pursue these passions in a different construct,” Chanos wrote in his letter, which was viewed by the Financial Times.

Chanos took a well-publicized short position against Tesla. In the past, he has argued that the electric vehicle maker was a circus, and that the company was worthless. About two months ago, Chanos noted in an interview that his fund was still short Tesla, as he believed that the company was “ridiculously overvalued.” Needless to say, Chanos’ overall bet against Tesla was unsuccessful.




the news of Chanos’ decision to close his fund, Musk noted that he did warn short sellers about the risks of betting against Tesla. “I did warn the shorts that this would happen,” Musk wrote on X.

The closure of Chanos’ fund may be a notable win for Tesla, but the electric vehicle maker is still among the most shorted companies in the market today. Insider, citing data from HazelTree earlier this month, reported that Tesla was one of the most shorted large-cap stocks in the S&P 500 last month. Other notable large-cap companies that are shorted heavily include ExxonMobil and Apple.

https://www.teslarati.com/elon-musk-...fund-collapse/

AMIRZA786 Nov 22, 2023 07:36 PM

I don't know where to start with this one, but guessing they floored the accelerator instead of the brakes

Tesla Model X Flies ‘40 To 50 Feet Through The Air,’ Lands In Bay Area Kitchen

Let that sink in



https://insideevs.com/news/697386/te...crash-kitchen/

bitkahuna Nov 25, 2023 09:30 PM

tesla marketshare continues to drop and chinese models are providing real competition not just in china but also europe.

https://www.techradar.com/vehicle-te...ric-car-buyers

seems to me tesla will have to upgrade the features/materials or strive to win on price only.

either way they need to keep evolving to keep those factories busy. i personally don't think cybertruck and highland is 'enough'.

i guess this week sees the kick off for cybertruck.

swajames Nov 25, 2023 10:55 PM

Tesla market share was always going to drop, that’s been on the cards for years.

the question is whether the market itself is stagnant or growing, because that smaller share of a bigger pie can still equate to growth.

spoiler alert - the market is growing, and so is Tesla.

AMIRZA786 Nov 25, 2023 11:15 PM


Originally Posted by swajames (Post 11619673)
Tesla market share was always going to drop, that’s been on the cards for years.

the question is whether the market itself is stagnant or growing, because that smaller share of a bigger pie can still equate to growth.

spoiler alert - the market is growing, and so is Tesla.

Totally agree. If VW sales 1000 EV's, Rivian sells 30,000, Polestar sales 80,000 and so on, Tesla will lose market share. I think what will be telling is Q4

bitkahuna Nov 26, 2023 07:03 AM


Originally Posted by swajames (Post 11619673)
spoiler alert - the market is growing, and so is Tesla.

what are your thoughts about global tesla production being lower in Q3 than Q2?

Q2 2023 production 479,700 units.

Q3 2023 production 430,488 units.

source: https://tridenstechnology.com/tesla-sales-statistics/

swajames Nov 26, 2023 08:25 AM


Originally Posted by bitkahuna (Post 11619730)
what are your thoughts about global tesla production being lower in Q3 than Q2?

Q2 2023 production 479,700 units.

Q3 2023 production 430,488 units.

source: https://tridenstechnology.com/tesla-sales-statistics/

what are your thought about that being predicted, planned and largely due to major model transitions?

AMIRZA786 Nov 26, 2023 10:57 AM


Originally Posted by bitkahuna (Post 11619730)
what are your thoughts about global tesla production being lower in Q3 than Q2?

Q2 2023 production 479,700 units.

Q3 2023 production 430,488 units.

source: https://tridenstechnology.com/tesla-sales-statistics/

Tesla announced in their Q2 call that production would be lower in Q3 due to factory shutdowns for upgrades. So it wasn't unexpected. If the Q4 numbers are below Q3, than as an investor, I would be a little nervous

bitkahuna Nov 26, 2023 11:03 AM


Originally Posted by swajames (Post 11619764)
what are your thought about that being predicted, planned and largely due to major model transitions?

wow, defensive much? and could it be that tesla's statements you're regurgitating, while plausible, are just excuses? it does happen.

bitkahuna Nov 26, 2023 11:05 AM

this is not a good look, either.

https://cimg2.ibsrv.net/gimg/www.clu...1a02f42f67.png


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