Tesla business discussion
#2266
Lexus Champion
#2267
Toyota has been having production issues, for whatever reason. This combined with high gas prices (average in WA is now more than CA believe it or not) has led to lots of people to explore EV's. Heck, I've even thought about it. $92 to fill up the other day and I get about 350 miles. It gets old fast, but at the same time I don't really see any EV's that strike my interest. If Tesla had an option that resembled more of a traditional car (regular door handles, some physical buttons, etc) then maybe I would consider one.
#2268
Lexus Fanatic
Cybertruck will be a niche product. Agree or no?
#2269
Lexus Champion
No problem, I apologize too.
Toyota has been having production issues, for whatever reason. This combined with high gas prices (average in WA is now more than CA believe it or not) has led to lots of people to explore EV's. Heck, I've even thought about it. $92 to fill up the other day and I get about 350 miles. It gets old fast, but at the same time I don't really see any EV's that strike my interest. If Tesla had an option that resembled more of a traditional car (regular door handles, some physical buttons, etc) then maybe I would consider one.
Toyota has been having production issues, for whatever reason. This combined with high gas prices (average in WA is now more than CA believe it or not) has led to lots of people to explore EV's. Heck, I've even thought about it. $92 to fill up the other day and I get about 350 miles. It gets old fast, but at the same time I don't really see any EV's that strike my interest. If Tesla had an option that resembled more of a traditional car (regular door handles, some physical buttons, etc) then maybe I would consider one.
Last edited by AMIRZA786; 06-29-23 at 09:26 PM.
#2270
The only other EV that compared on price, was the VW id4. The fact that it's a competitively priced EV plus qualifies for the rebate was promising. Once you drive them both and read actual customer reviews, it became no contest. I'm hoping that will change with time. Having all EV's using the same charge plug standard is a good first step in that direction.
The following 2 users liked this post by Mike728:
AMIRZA786 (06-30-23),
Margate330 (06-30-23)
#2271
Lexus Champion
Looks like Tesla is going to have another record quarter
"The analyst consensus for the second quarter is that Tesla is going to deliver 448,000 vehicles. That’s up 6% from the 422,000 vehicles Tesla delivered last quarter"
"The new estimate would put Tesla’s total deliveries in 2023 at around 870,000 units, which would mean that Tesla would need to deliver an average of half a million vehicles per quarter during the second half of the year in order to deliver on its guidance of 1.8 million vehicles"
https://electrek.co/2023/06/30/tesla...rd-deliveries/
Tesla (TSLA) is expected to report record deliveries
"Tesla (TSLA) is expected to release its second quarter 2023 delivery results in the coming days, and Wall Street is expecting yet another record quarter for deliveries""The analyst consensus for the second quarter is that Tesla is going to deliver 448,000 vehicles. That’s up 6% from the 422,000 vehicles Tesla delivered last quarter"
"The new estimate would put Tesla’s total deliveries in 2023 at around 870,000 units, which would mean that Tesla would need to deliver an average of half a million vehicles per quarter during the second half of the year in order to deliver on its guidance of 1.8 million vehicles"
https://electrek.co/2023/06/30/tesla...rd-deliveries/
#2272
YOY Q2, Tesla deliveries increased by about 75%.
Margins will be interesting, with price slashing vs economies of scale and factory utilization.
Things will get real interesting in another year as Monterrey comes on line. The Highland upgrade production will be ramping in Q1 or Q2 I imagine...
Add to that the revenue stream from Supercharging. Any increase in use of an existing asset is pure margin.
Margins will be interesting, with price slashing vs economies of scale and factory utilization.
Things will get real interesting in another year as Monterrey comes on line. The Highland upgrade production will be ramping in Q1 or Q2 I imagine...
Add to that the revenue stream from Supercharging. Any increase in use of an existing asset is pure margin.
#2273
Lexus Fanatic
End of quarter Tesla deliveries usually means there is a stock sell off could be a buying opportunity. Margin will be down about 2% in my estimation. Cybertruck is going to be the most interesting vehicle launch I think ever nothing even close has ever been made.
#2274
Lexus Fanatic
iTrader: (20)
can't say i'm excited about seeing the road filled with the giant unpainted boxes.
#2275
EV ftw!!!
There is no way you'll see any roads filled with the CT
#2276
YOY Q2, Tesla deliveries increased by about 75%.
Margins will be interesting, with price slashing vs economies of scale and factory utilization.
Things will get real interesting in another year as Monterrey comes on line. The Highland upgrade production will be ramping in Q1 or Q2 I imagine...
Add to that the revenue stream from Supercharging. Any increase in use of an existing asset is pure margin.
Margins will be interesting, with price slashing vs economies of scale and factory utilization.
Things will get real interesting in another year as Monterrey comes on line. The Highland upgrade production will be ramping in Q1 or Q2 I imagine...
Add to that the revenue stream from Supercharging. Any increase in use of an existing asset is pure margin.
#2277
Lexus Fanatic
Cybertruck is going to be everywhere and it will be glorious.
#2278
Cybertruck will be a niche product. Agree or no?
https://twitter.com/DriveTeslaca/sta...09633006460929
https://twitter.com/DriveTeslaca/sta...09633006460929
When Elon talked about Cybertruck recently and mentioned 250k/yr, that has to be pricing related. Nothing else.
#2279
Lexus Fanatic
Tesla is really good at bringing production costs down no one is close here.
#2280
Lexus Champion
I think "everywhere" is a stretch. It will definitely be all over up and down California, especially SoCal where people like big trucks and SUV's. But other parts of the country? We'll have to see and wait.
I still think it belongs off planet or in a remote desert somewhere, but to each their own
I still think it belongs off planet or in a remote desert somewhere, but to each their own