Tesla: Development and Technology News
#481
Azine Jabroni
There's something to be said about actual owners of the Teslas who not only sing the praises, but are also transparent with the issues with them.
I guess when you're all in on TSLA you don't have much choice other than to dodge legitimate concerns that you can't rebuke via a twitter link or 40 minute youtube video that nobody's going to watch
I guess when you're all in on TSLA you don't have much choice other than to dodge legitimate concerns that you can't rebuke via a twitter link or 40 minute youtube video that nobody's going to watch
...brand loyalty to cars you don't own is delusion.
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#482
^ Tesla's profit does not come from selling EV, but from EV tax credits. Tesla has done an amazing job revolutionizing and evolving EV but once the big auto makers are fully into EV operation they'll be relegated to the premier EV market.
https://medium.com/surviving-tomorro...t-2858c86589d0
https://medium.com/surviving-tomorro...t-2858c86589d0
The reality is, Tesla seems to make almost 30% profit per car it is making and that is much more than the industry average.
#483
Ex-OEM King
#484
#485
Whats up with RDX owners?
iTrader: (9)
Again so much misleading statements. Its like judging a book by its cover.
The reality is, Tesla seems to make almost 30% profit per car it is making and that is much more than the industry average.
[Video from an unbiased source called "The Tesla Economist"]
You don't need to watch the whole thing, just the first few minutes will suffice. This information is available from multiple sources.
The reality is, Tesla seems to make almost 30% profit per car it is making and that is much more than the industry average.
[Video from an unbiased source called "The Tesla Economist"]
You don't need to watch the whole thing, just the first few minutes will suffice. This information is available from multiple sources.
Also, that 30% margin (29.4%) was from Guosen Securities, a Chinese financial firm that analyzed Model Y sales specific to China. Those margins are not applicable to any other Model Y outside of that market. In reality, Tesla's gross margin per vehicle is under $7k, which is 14%. Still good, but not sustainable from a business standpoint if those regulatory credits go away.
#486
Ex-OEM King
In the first 30 seconds, your source says "the literal truth is if Tesla did not sell regulatory credits, then they would not make a profit" only to follow it up with hypotheticals - "they could just as easily decide to make profit by not investing in so much future growth". 1) You can't just decide to make profits. 2) It makes me wonder how all of these legacy automakers are able to continue to grow will still profiting
Also, that 30% margin (29.4%) was from Guosen Securities, a Chinese financial firm that analyzed Model Y sales specific to China. Those margins are not applicable to any other Model Y outside of that market. In reality, Tesla's gross margin per vehicle is under $7k, which is 14%. Still good, but not sustainable from a business standpoint if those regulatory credits go away.
Also, that 30% margin (29.4%) was from Guosen Securities, a Chinese financial firm that analyzed Model Y sales specific to China. Those margins are not applicable to any other Model Y outside of that market. In reality, Tesla's gross margin per vehicle is under $7k, which is 14%. Still good, but not sustainable from a business standpoint if those regulatory credits go away.
Thanks for taking one for the team and watching it, I wasn't about to do so.
#487
Also, that 30% margin (29.4%) was from Guosen Securities, a Chinese financial firm that analyzed Model Y sales specific to China. Those margins are not applicable to any other Model Y outside of that market. In reality, Tesla's gross margin per vehicle is under $7k, which is 14%. Still good, but not sustainable from a business standpoint if those regulatory credits go away.
it’s not my problem if you simply cannot comprehend what is yet to come.
#488
Ex-OEM King
So what, the last I heard Tesla China is still 100% owned by Tesla and is making a significant portion of the total Models 3 and Y. The fact that they’re even doing a good job from factory at Fremont, California is commendable. With every iteration of the factories, Tesla becomes more profitable. The Berlin and Austin factories will definitely make a positive impact on their financials when they come alive.
it’s not my problem if you simply cannot comprehend what is yet to come.
it’s not my problem if you simply cannot comprehend what is yet to come.
#489
Moderator
So what, the last I heard Tesla China is still 100% owned by Tesla and is making a significant portion of the total Models 3 and Y. The fact that they’re even doing a good job from factory at Fremont, California is commendable. With every iteration of the factories, Tesla becomes more profitable. The Berlin and Austin factories will definitely make a positive impact on their financials when they come alive.
it’s not my problem if you simply cannot comprehend what is yet to come.
it’s not my problem if you simply cannot comprehend what is yet to come.
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#490
Moderator
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#491
Ex-OEM King
If a company has a 15% profit margin across the board, adding factories doesn't make that margin higher let alone magically double it.
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ttribe (06-17-2021)
#492
Senior Moderator
#493
Moderator
Correct. Factories are generally cost centers. The ways they typically help with the bottom line is if: 1) they add efficiencies which reduce the cost per unit manufactured; and/or 2) the existing profit margin on an individual unit is sufficient to add to the overall dollar total of profit (but the % would remain the same). Not knowing all of the details of Tesla's operating structure and manufacturing pipeline, I would have to guess that they are going for #1. If they are simply adding factories based solely on projected demand, without finding ways to drive down costs in the meantime, then bad things happen to profitability.
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Comfy (06-17-2021)
#494
Azine Jabroni
#495
Senior Moderator
#496
There’s no rule that those posting about a particular brand and model have to own it before liking or posting about it (unless the mods indicate to me otherwise). And this is specifically a Tesla thread.
I love the lighthearted one liners though.
#497
Team Owner
Oh trust me, we are treating you like SSFTSX and that is why he is still here.
If you were any different, you would be the next Rocket boy...
If you were any different, you would be the next Rocket boy...
#498
Azine Jabroni
#499
Team Owner
Damn SSFTSX must feel insulted ... my apology.
Not only he owns an Acura, his Acura has upgraded rims and tires....
Not only he owns an Acura, his Acura has upgraded rims and tires....
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kurtatx (06-17-2021)
#500
Ex-OEM King
For the record, I treat you and everyone else with respect.
There’s no rule that those posting about a particular brand and model have to own it before liking or posting about it (unless the mods indicate to me otherwise). And this is specifically a Tesla thread.
I love the lighthearted one liners though.
There’s no rule that those posting about a particular brand and model have to own it before liking or posting about it (unless the mods indicate to me otherwise). And this is specifically a Tesla thread.
I love the lighthearted one liners though.
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#501
Whats up with RDX owners?
iTrader: (9)
But they gotta spin the next story and sing Tesla's praises just so the stock price goes up.
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Comfy (06-18-2021)
#503
Team Owner
For the record, I treat you and everyone else with respect.
There’s no rule that those posting about a particular brand and model have to own it before liking or posting about it (unless the mods indicate to me otherwise). And this is specifically a Tesla thread.
I love the lighthearted one liners though.
There’s no rule that those posting about a particular brand and model have to own it before liking or posting about it (unless the mods indicate to me otherwise). And this is specifically a Tesla thread.
I love the lighthearted one liners though.
#504
Azine Jabroni
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#505
Moderator
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#506
Ex-OEM King
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Slpr04UA6 (06-18-2021)
#507
The Third Ball
Join Date: Sep 2002
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Funny how is haters are the ones who have actually bought ordered the car in question that’s getting so much “hate”.
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Slpr04UA6 (06-18-2021)
#508
Sanest Florida Man
The fact that the "hatters" are buying Teslas should scare legacy auto companies and cast serious doubt on the "the competition is coming" talking point. Though the hatters talk endlessly about the competition their actions and pocketbooks demonstrate that there is no competition, because if there was real competition then the hatters wouldn't be buying Teslas.
If the hatters that talk about interior quality, panel gaps, turning circle, build quality issues, etc admit that in the end they can't find a better vehicle than a Tesla then the normal person who doesn't care as much about those things are going to be even more likely to buy a Tesla than these hardcore hatters.
If the hatters that talk about interior quality, panel gaps, turning circle, build quality issues, etc admit that in the end they can't find a better vehicle than a Tesla then the normal person who doesn't care as much about those things are going to be even more likely to buy a Tesla than these hardcore hatters.
Last edited by #1 STUNNA; 06-18-2021 at 12:44 AM.
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Comfy (06-18-2021)
#509
The Third Ball
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Interesting spin from someone who isn’t buying one.
it’s been noted time and time again. Tesla has the battery tech and the charging infrastructure. I really like the model Y. But I also liked the Mach-e and would have lseriosuly considered that, but it’s my wife’s car and she didn’t like the way the chassis felt. Not to mention, again, lack of charging infrastructure, Ford trying to command a premium on a mass market car, and a potential 6 month wait for msrp. Nope I’ll stick with established for now. And if it was just a commuter car and not our main trip vehicle/kid hauler we would have looked more seriously at Kona EV or Niro.
Soooo as usual you run your fingers on the keyboard with very clue or knowledge about anything. Thanks for not disappointing.
it’s been noted time and time again. Tesla has the battery tech and the charging infrastructure. I really like the model Y. But I also liked the Mach-e and would have lseriosuly considered that, but it’s my wife’s car and she didn’t like the way the chassis felt. Not to mention, again, lack of charging infrastructure, Ford trying to command a premium on a mass market car, and a potential 6 month wait for msrp. Nope I’ll stick with established for now. And if it was just a commuter car and not our main trip vehicle/kid hauler we would have looked more seriously at Kona EV or Niro.
Soooo as usual you run your fingers on the keyboard with very clue or knowledge about anything. Thanks for not disappointing.
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Slpr04UA6 (06-18-2021)
#510
Race Director
Thread Starter
If the hatters that talk about interior quality, panel gaps, turning circle, build quality issues, etc admit that in the end they can't find a better vehicle than a Tesla then the normal person who doesn't care as much about those things are going to be even more likely to buy a Tesla than these hardcore hatters.
#511
Sanest Florida Man
I ordered a Cybertruck 18 months ago...
Thank you for reconfirming that legacy auto can't win for all the reasons you listed above
Thank you for reconfirming that legacy auto can't win for all the reasons you listed above
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Comfy (06-18-2021)
#512
The Third Ball
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you put down a REFUNDABLE deposit just like every other schmo who got excited/giddy/amused at the announcement. I know tons of people who did as well. I’m betting maaaaaybe one actually goes through with the order.
All you’ve done is contributed to Musk using the interest off your deposit to further his R&D and production.
#513
-------Tim-------
I should’ve used a different adjective to describe some of the people posting dumb, or what I think as useless info. But to each there own…
#514
Sanest Florida Man
you put down a REFUNDABLE deposit just like every other schmo who got excited/giddy/amused at the announcement. I know tons of people who did as well. I’m betting maaaaaybe one actually goes through with the order.
All you’ve done is contributed to Musk using the interest off your deposit to further his R&D and production.
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Comfy (06-18-2021)
#515
Azine Jabroni
The fact that the "hatters" are buying Teslas should scare legacy auto companies and cast serious doubt on the "the competition is coming" talking point. Though the hatters talk endlessly about the competition their actions and pocketbooks demonstrate that there is no competition, because if there was real competition then the hatters wouldn't be buying Teslas.
If the hatters that talk about interior quality, panel gaps, turning circle, build quality issues, etc admit that in the end they can't find a better vehicle than a Tesla then the normal person who doesn't care as much about those things are going to be even more likely to buy a Tesla than these hardcore hatters.
If the hatters that talk about interior quality, panel gaps, turning circle, build quality issues, etc admit that in the end they can't find a better vehicle than a Tesla then the normal person who doesn't care as much about those things are going to be even more likely to buy a Tesla than these hardcore hatters.
#516
The Third Ball
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#517
Team Owner
Just because you like something does not mean you have to bend over and lick everything from head to toe...
The more you defend the flaws as they dont exist, the more it makes you look like a Trumpette, or maybe i should say Muskette.
Cuz that is what Trumpettes do...
Last edited by oonowindoo; 06-18-2021 at 03:10 PM.
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#518
Sanest Florida Man
At least none of y’all are dumb enough to think hydrogen is going to take over
#519
Race Director
Thread Starter
#520
Three Wheelin'
I'm actually surprised that there aren't more manufacturers interested in hydrogen. Alex on Autos in one of his videos made the case that the energy density of fuel cell far exceeds that of a lithium ion battery. I couldn't find the video, but this blog captures a lot of his points and perhaps more.
https://www.rebresearch.com/blog/hyd...battery-power/