TSLA Terathread - For the week of Aug 11

Good morning here is the link to last week's Terathread https://old.reddit.com/r/RealTesla/comments/1mh9can/tsla_terathread_for_the_week_of_aug_04/

Any sales figures due this week?

Yes, Robotaxi rides available to the public. Bet it’s holding steady.

Cybertruck disabling was a hoax.

"When you hear hoof beats, look for horses, not zebras." Probably just broke down.

What about US car sales, do they report weekly or monthly?

Tesla doesn’t report shit but for quarterlies and even those are all lumped up together into one meaningless blob of volume. US numbers as a whole are estimates and some states produce their own numbers, but no idea what the cadence is. Kind of amazing that a country filled with peasants can crank out the numbers weekly, but the Mecca of technology can’t put anything meaningful together.

I’m honestly disgusted as I watch the stock tick higher. It defies all reason. Effing meme stocks are a sign of deep rot in the system.

thanks Obama

The last time we had this happen, those type of stocks had a 75-90% correction.  People get complacent, and it seems like there is more money than ever getting thrown into speculative investments.

This is Biden's cybertruck!

VIN is fake 7G2CEHED8RA017384 https://vpic.nhtsa.dot.gov/decoder/ Error Text: 1 - Check Digit (9th position) does not calculate properly

Crafting a fake demand letter is a bit more involved. Hard to believe a Tesla fan could do something like that.

"I see a potential path for an epic outcome" Market Cap shoots up more than Ford's

Funny part is Ford made an actual announcement today about their future plans for their EV trucks and their stock is down.

Imagine this level of fact checking on every stupid internet post.

Lol. I don't even know who's kidding anymore on this ridiculous week of Trump golf cheating, Tesla diner fails, and DC National Guard nonsense. It's like 100's of emperors with no clothes walking around. Can't even trust rappers any more.

JD Vance says he wants Elon to come back into the MAGA fold by midterms. https://www.the-independent.com/bulletin/news/jd-vance-elon-musk-white-house-b2805436.html

The real guys from the Big Short movie discussed Tesla recently. [https://www.youtube.com/watch?v=dHkDOnKEOvw&t=1697s](https://www.youtube.com/watch?v=dHkDOnKEOvw&t=1697s) Among other things, they speculated that quants had figured out how to jimmy the stock higher through options trading. Needless to say, they think the stock is a dog.

They need there sugar daddy back.

There is a definite pattern when you look at the charts, a quick rise in the morning and a dip through the day. Even options cant keep it going.

Why is it up?

Ford announces new product vs Elon weekend memes... It's a tough decision but the market wants to go with the memes.

Because the vibes man. Just a few more weeks until the entire country sells their cars to Robotaxi everywhere

>Im willing to give the guy who has solved more impossible problems than anyone in history some patience with solving more impossible problems. Not a cult, not even a little bit.

Impossible problems? I've not seen him do anything that someone willing to lie and incinerate billions could not have done.

"Vance also said that patriotic individuals should not undermine the president, regardless of minor disagreements." Does he ever listen to himself?!

I think even if the market and investors stops believing in Musk's bullshit, they will just fall for the next tech jesus Edit: I meant tech, not techno haha

Authoritarians never listen to themselves. Introspection is fatal to the authoritarian mind.

Exactly, give anyone the same billions on capital and the results would be the same, arguably better.

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Welp a bit OT but Trump essentially has declared martial law in D.C, deployed the national guard and taken over the police force. For the record I went to D.C and Rock Creek Park a week ago, biking in from Arlington. During that trip I saw approximately one homeless person (sleeping under a bridge), was assaulted zero times and came across no gangs. Guess we've got 30 days at this point to see what highly unpopular and potentially unconstitutional action Trump is going to take that necessitates militarizing the city.

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Tesla filed an application to provide electricity in the UK. So yeah new reason for fanboys to run wild with theories about how that's a multibillion dollar profit center for the company. I'm sure we'll soon hear how Tesla is going to make billions installing solar panels in a country famous for dreary weather, overcast skies and rain.

[Preußenschlag](https://en.wikipedia.org/wiki/1932_Prussian_coup_d%27état)

The company will implode before they make any money from it. I keep an eye on the % drives with no Critical Disengagement graph on [https://teslafsdtracker.com/](https://teslafsdtracker.com/) \- it's at the top of the homepage there. I know it covers a number of hardware and software versions, but if FSD was improving, that would be going up, yet it has plateaued for the last three years or so, going down if anything, and now struggling to stay over 90%! That means most drives people see seem fine. However the march of nines will take decades, if it happens at all, and it seems obvious to me (am I missing something?) they need to have a lot more than the one nine they are struggling to maintain, perhaps more like six nines, i.e. 99.9999%, if they are going to persuade authorities to let them ditch the safety drivers, not to mention being able to without having so many accidents the damages bankrupt them, and the bad publicity stops people using them.

This I guess: [EV sales soar as Trump axes $7,500 tax credit: 'People are rushing out' to buy, analyst says](https://www.cnbc.com/2025/08/08/ev-sales-trump-tax-credit.html)

At best, the expiration of the tax credit will pull demand forward, creating a short term boost for Q3 but will likely fall off in Q4 imo.

Meanwhile, there were nearly 36,700 used EVs sold in July, a record monthly high, Cox data shows.   Specific EV models — the Chevy Equinox EV, Honda Prologue and Hyundai IONIQ 5 — also saw record-breaking sales last month, Najman said. There were 8,500 Equinox EVs sold in July, the highest monthly EV total in the U.S. for any model outside of Tesla, which is the market leader, Najman said. (This comes as Tesla’s sales have declined for two consecutive quarters, by about 12% year-over-year in Q2 and 9% in Q1, according to Cox data.)

Violent crime is at a 30 year low in DC. Trump‘s takeover in the name of fighting crime seems unnecessary.

It is unnecessary. I bike into D.C several times a year and haven't had a conversation or confrontation with the homeless there for years. Occasionally you'll see one sleeping under a bridge, on a bench or in some fort they built in the woods. There are homeless which I suppose means there's a homeless problem to some degree but most just want to be left alone. Last one I had anything resembling an awkward interaction with was at Union Station like 6 years ago when I had a flight get cancelled at DCA and had to schedule one out of BWI. Some 5'2" bum cursed at me when I "only" gave him a $5 bill and then promptly went over to the next nearest person and asked for more money and that was the extent of that interaction. Frankly I've seen crazier homeless people around Fairfax Circle here in Virginia (as in mentally unstable) and even most of them are just looking to bum cigarettes or something similar. But I have no doubt every passionate Fox News watcher who lives in Oklahoma is going to be pouring into our local subs and telling us how this is all necessary because D.C is such a violent shithole for the next week because of this.

that would be a terribly stupid reason for the market to value TSLA at $1.1T.

TBF Ford is just announcing it's copying the Tesla EV playbook, every page, except the dealer-less part I guess.

FORD to copy Tesla's Giga-casting process in new $5B investment. https://www.kbb.com/car-news/ford-promises-30k-midsize-electric-truck-as-next-model-t/#:~:text=Ford%20Adopts%20Tesla%2DStyle%20Unicasting,in%20a%20quiet%2C%20smooth%20ride.

plus the 'unboxed' assembly process (Munro will be happy, LOL). And going with LFP, which is smart. OTA software updates. Common software platform. Now all they have to do is get rid of their dealers.

I didn’t read their plans to build a barely functioning dumpster and sell under 10K of them in their production lifetime.

well, the *good* parts LOL

He already did it here in LA. I think most of the NG and Marines have been removed, but yeah. I figure the next goal is going to be martial law when a GOP congresscritter gets approached by a panhandler.

The pieces are falling into place,,,hope to see FORD subscribing to Tesla's Automomy solutions...multiply.

Yeah no surprise that the company who pioneered the wet belt would make another decision that makes maintenance more difficult or not economically viable. "Smoother quieter ride" is complete bullshit, if anything is going to be making noise it'll be worn engine mounts, suspension components or loose interior trim not the pinch welded body of the car. Big shocker US auto makers continue to lose relevance outside of the country when they make decisions like this.

Munro is a big fan of casting subassemblies. Just because Tesla is doing it doesn't make it wrong. The company's introduction of the Model 3 & Y were in fact damn good accomplishments. https://insideevs.com/news/671943/toyota-giga-casting/

I honestly don't care what Munro thinks at this point. I've seen him rant and rave about so much crap with such poor reasoning it's called everything else into question and even before that his entire consulting career was pretty much advocating for parts reductions to begin with regardless of the impact they had on manufacturability. Again I'd stress that it's necessary to look at the alternative in these cases. Pinch and spot welds done by robots shouldn't lead to creaking or bad ride quality. As with most of these changes they hope it'll lead to lower manufacturing costs and doing so at the cost of maintainability. Even from a consumer perspective you might see a lower sales price on a vehicle but that'll come with higher insurance costs since any damage to these large castings will all but necessitate scrapping the vehicle. Yeah maybe Tesla saves $200 and says huge success but a consumer's TCO ultimately goes up as a result and people eventually move away from these designs because of it.

‘Munro is a fan of’ is about as meaningful as ‘Elon says’.

Building a car door in a different building isn’t revolutionary. The fucking door needs to get built somewhere. Moving it more than you need to after you build it is waste. Pretending the door materialized fully formed and you just snapped it together with the rest of the kit that also appeared fully formed is a nice story to tell people who have never manufactured anything. What’s their next big move? Stockpiling an inventory of parts? Tesla gets its ideas from 1975 and people are excited.

Grok’s X account got suspended after saying that the U.S. and Israel are committing genocide in Gaza. It has since been restored. https://xcancel.com/_iamblakeley/status/1955010773274829108 Elon has tried to program Grok to have a pro-Israel bias btw. However Grok cities reports from Amnesty International, B'Tselem, UN experts and other humans rights groups as sources.

Watching Elon try to wrestle the monster he created is my favourite pastime.

There was a big problem with the world functioning as intended. He fixed it. No one else could.

Yes, but all their votes are piled up on Nov 6 :)

There is no march of nines. It’s fraud. Thats it. Just fraud.

JD Vance once compared Trump to Hitler. Now, he is Trump's vice president-elect. https://www.reuters.com/world/us/jd-vance-once-compared-trump-hitler-now-they-are-running-mates-2024-07-15/ No.

Truly amazing. Only someone working 420 hours a week could make it happen

It is fascinating tbh.

The fact he thinks he can reprogram an AI to ‘think’ in a certain fashion is almost as funny as anyone believing it’s thinking.

lol It looks like they regrommed Grok again to deny Israel is committing genocide. [https://xcancel.com/grok/status/1955036376644325598](https://xcancel.com/grok/status/1955036376644325598)

Xcrete seems to have been deleted, but I’m sure it will work this time!

He isn't going to make any money with Grok, but he will make enemies.

It is a surprise to be honest. It is not like stamped spot welded monocoque chasis would be breaking new ground. Casting seems outright insane. It is heavy, weak, slow and prone to failures. Stamping saves you a lot of machining. It is almost always superior to casting. I wonder if this is tariff driven decision?

Time to sue Apple cuz… I’m not really sure. Grok tho. https://www.cnbc.com/2025/08/12/musk-threatens-immediate-legal-action-against-apple-over-alleged-antitrust-violations.html

You also pretty much have to switch away from steel when you are casting parts. Seems rather experimental concept as modern cars already have bit of a problem with excess bulk. Maybe it will become a thing with exotic high strength plastics and injection moulding, but i am not a believer and i wouldn't personally want a car with massive casted aluminium parts. Aluminium gives out over time. Same as it is with bike frames.

It is the century of the american humiliation. The country is done the next time stock market crashes.

Yes. They are copying failing car manufacturer. The stock should go down.

Right, that adds another asterisk around the whole cost savings claim too since material prices can vary quite substantially. Yields for the process are also likely significantly lower, etc. My view on Tesla's pivot has always been that it happened simply because Musk personally was able to understand the reductions in macro parts level complexity and assembly labor while complication on achieving yields, material pricing and defect detection were something he wouldn't invest in any time in contemplating.

Yeah I'm joking a bit here because the whole wet belt system was also a completely idiotic design. There's next to no advantage to the system versus a traditional external toothed belt. They last maybe half as long as a timing chain. It massively complicates maintenance and if a strict maintenance interval isn't maintained the belt will literally deteriorate quite quickly blocking and either fail outright or shed enough material to block things like the oil pickup or various ports in the engine and effectively deprive it of oil. Great example of something that isn't that much more complicated to do in the factory if that's all you're thinking about. I'm not saying other manufacturers don't have their share of bad design decisions but in general US manufacturers have been making a lot of decisions that are terrible from a maintainability perspective for around a decade at this point and I see this as just another brick in the wall.

Because he can't have grok reach#1?

Anything he touches not being universally loved top thing in the world is very signal of a clear manipulation.

It’s stunning to me a piece of software that spews racist nonsense is allowed to be an app in the first place.

Pretty sure the whole idea started with Hotwheels. It is a good story about simple ingenuity, but it doesn't make much sense in practice as toy cars aren't cars. A scaled up toy car would be a heap of junk.

Tbh If there was a app saying im mecha Hitler or nazi lover, its be banned everywhere. But elon gets away with a lot

I hate pushing my car to work.

Supposedly Musk saw one of his kid's die cast cars and wanted to do that for real cars, that's the story he tells. Tesla initially started by filing some patents for what was basically a massive multi-slide casting machine and saying they're working on doing that. That basically sat in stasis for a few years and this whole large castings thing kind of came about as an offshoot as a way to improve design efficiency after criticism from Sandy Munro on fastener and part count in an early Model 3 design (might have been an early Y?). From there Musk started saying they would do complete frame/underbody castings for the entire vehicle starting with the CT. That didn't happen and apparently they completely abandoned that idea internally last year as well.

It is good cardio.

>when X is the #1 news app in the world Maybe try competing in social media where it belongs? Or would that mean facing actual competition? Also, "5th most popular AI app" is less impressive once I realised I only know like, 5, main ones. (OpenAI, Gemini, Meta, Microsoft, Grok) The Chinese ones too, but I doubt they're super popular in the US app store.

Israel's actions fit the definition of genocide which includes ethnic cleansing and destruction of the means of support of a people such as the water and food supplies.

Pro-Israel? I thought he was a Nazi. I’m so confused?

Such an angry old man. He’s gives off that “DAMN KIDS, GET OFF MY LAWN!” energy for sure.

There are a lot of antisemitic people who are also pro-Israel. https://en.wikipedia.org/wiki/Zionist_antisemitism Israel is also a SpaceX customer, which I think leads to a pro-Israel bias on Elon’s part.

I just drove by a Tesla that crashed into a stop sign on my way to work. . . I think this is a good sign that the stock is going to $400 by the end of the week!

pro-authoritarian

My understanding is that its faster and cheaper in production, but might be a problem when the car is being used, maybe involved in a small crash, or if some part of the cast is damaged by fatique. Not just a swap of a smaller part anymore. So more a benefit for the manufactor, but not for the customer.

yeah. They save ~$500 per casting basically so it's tempting, but does come with trade-offs. Apparently my 2023 Fremont-made MY only has a rear subassembly casting.

So its a 500 usd save, potentially a 5000 usd cost to repair, at least.

I'm guessing FSD mistook it for a child exiting a school bus.

that sounds about right, yes. Rivians weren't built with repairability at all so replacing the back can push $30k since you have to tear down the entire truck to do it.

>Tesla is recruiting test drivers in New York to operate cars with "automated driving systems," but the company hasn't applied for the permits it would need to test autonomous vehicles in the nation's largest city. No permit needed when there will always be a human in the drivers seat, but the pump must go on. >Musk posted last week that the company is "working as quickly as possible to get 100+ Teslas operating for autonomous ride-hailing 100 * $30,000 = 3 million per year. This will add at least 40 billion to their market cap.

Remember when it was 1 million Robotaxis by 2020. Now it's maybe 100 by 2025-26. But now it can be priced in a second and third time.

you mean yesterday? LOL

Tesla would need 1 bn robotaxi rides at $20 a go to replace the $20bn revenue they are losing in car sales and credits.

scenario #2238323 in Tasha's Monte Carlo sim

Imagine how many to make up for the net income hit. Those credits are pure margin.

My prediction for next 6-12 months: 1. Robotaxi is declared a smashing success (based on videos from influencers) 2. As videos are a definitive proof that robotaxis are saving human lives, only moral thing for TSLA to do is to raise at least $10B to help accelerate rollout of robotaxis 3. TSLA cooks books even more to show them being profitable and $10B will help them to stay afloat for a little longer.

It's neither fast nor cheap, half the castings end up being rejected. It's garbage.

Munro is a Tesla bootlicker.

no doubt, but I loved it when his team pulled out all the hoses from the Ford Mach E and dumped it on a table: https://youtu.be/m1kHsd3Ocxc?si=XcNN1YjiOworhMZG&t=134

$1T is already pricing in 2X Uber's TAM and 2X Uber's net margins, yes.

Yeah I mean his association with Tesla was questionable before but the whole slew of 'angry Sandy' videos was enough for me to just stop tuning in at all. Maybe if Tesla actually makes a new battery design or something I'll check it out but once someone starts making claims about how they knew 2008 and 9/11 were going to happen I can't take them seriously.

Tesla's retail sales in China in July were [40,617 units](https://cnevpost.com/2025/08/08/tesla-sells-40617-cars-china-jul-2025/), down 12.14 percent from 46,227 units in the same period last year and down 33.94 percent from 61,484 units in June, according to data from the China Passenger Car Association (CPCA). Tesla will not sell more than 850k cars this next 12 months, 50% of their forecast. No sales in Europe, declining sales in the US and China. What's more interesting is their is no word from the company on the declining sales or even an acknowledgment of the size of the problem. They are going to lose half their revenue.

I don't know if you've seen their github page yet but the assumptions and variables involved in their models are actually somehow more ridiculous than that and they don't actually any settings for things like the loss of US regulatory credits and auto sales stagnating or dropping. Financial professionals completely roasted them when they released their first one because there's a bunch of hard coded values and the assumed ranges and growth rates used as inputs to the model are just ridiculous to begin with. It's pretty much designed just to spit out outrageous valuations and assume Tesla is wildly successful no matter what, it's just a degree of how success it'll be.

their bear case for 2025 was $500 LOL https://zonavalue.com/wp-content/uploads/2021/03/ARKs-Price-Target-for-Tesla-in-2025-is-3000-Per-Share.pdf $234B vehicle revenue, $23B insurance, 40% gross margin actual TTM revenue: $93B, actual gross margin: 17%

>They are going to lose half their revenue Well maybe they'll lose half their car revenue, but they're on the cusp of losing even more with lost credt sales. Luckily they can make it up with over-priced bacon sales.

And the robotaxi ride to take you to the bacon

this presentation is AWESOME My dream job is now to be a quant at ARK, you can pick the absolute best imaginable premises for the bull case, slightly tone them down for the Bear Case, drop in some "Monte Carlo" simulation alongside whatever other math jargon you can come up with (I'd personally change the likelihood plots to log-likelihood and add some eigenvalues references just because I like the word).

The bacon is already off the menu, no less.

They also just invent fictional lines of fall back business that Tesla might go into in order to make the bear case look better. They literally had "manned rideshare" as a line of business despite Tesla never ever mentioning any intentions to pursue it and valued it at hundreds of billions of dollars. Then again even at Morgan Stanley you've got Adam Jonas saying Dojo was worth over $500B despite it the entire project getting cancelled a few weeks later, so I guess that's kind of par for the course when it comes to Tesla at this point.

+0.5% today is a kick to the nads but the upside is the QQQs were up 2X that . . . Elon's gotta pump this up again or quarterly fund rebalancing will give it some gravity.

They'll recognize even more FSD revinue.  There's is likely no thoroo bookeeping on how much they have recognized or will be able to recognize.  That's also pure margine they can conjure.

The Tesla network was originally a name for an uber like Ridesharing. Just for Tesla owners. Like for you to drive people around who are also Tesla owners. Of course cybertaxi while you sleep took over that plan.

When was this? Because the whole ARK manned rideshare thing was in like 2022 or 2023, well after everything was supposed to be about a robotaxi network. As far as I can tell it was a complete ass pull at the time.

Politico has a whole article on how DOGE's claimed savings are largely just bad accounting and grossly inflated, despite drastically undershooting Musk's own claims of how much could be slashed from the budget. Link: https://www.politico.com/news/2025/08/12/trump-doge-contract-claims-savings-inflation-00498178

Hard to find it in the recent news. Here is a specific article dated 2020. https://electrek.co/2020/02/04/tesla-ride-sharing-app-driver-insurance/

Good find, completely forgot that was ever a thing in all honesty.

Even if they truly saved as much money as they claimed, wasting the "savings" deporting dishwashers and occupying cities is mind bogglingly stupid.

They gonna need to do more than little book cooking. Car companies have incredible big fixed expenses. I wonder how long they can keep lights on without capital raise at this point.

There's a very long list of poor economic decisions that have been by this administration and it's only longer at this point. We're probably already in the early stages of a recession and things will likely become very apparent by Q4. Trump's solution to that has been to complain about interest rates (which might help, but this is yet another problem he himself created) and to simultaneously claim there's actually no problem, fire the head of the BLS and appoint some nutbar Heritage Foundation crony to come in and change how crucial economic data is collected and reported in the US.

So I created a monster. . . I got my nephew excited about Elon Musk, because I got suckered in myself. Even though I thought Hyperloop and Starship point to point earth travel was fake. . . somehow I bought into FSD and the Boring Company would be a success in 2019. Now my dead beat nephew sits in his mother's basement and watches 10-15 videos about how great Elon Musk is every day. What makes it worse, most of these Elon fan boys talk about how great the 4680 battery is and other BS. . . but none of them are engineers, physicists, or even computer tech people. . . they are just random fan boys with less education than Elon. As I watched one of the videos with him. . . "What can a 4680 battery do that the other batteries can't do". . . After he talked a big game. I asked, how come no one else is making batteries that way? There is no patent for the dimension of a battery cell. In the end he realized that a 4680 battery is just a larger form factor . . . it may have some financial benefits, but it really works the same as a 2170, you just use larger cells and fewer of them.

https://electrek.co/2022/09/09/bmw-confirms-it-will-adopt-teslas-4680-cells-pledging-six-ev-battery-factories/ actually the whole 4680 thing wasn't the form factor of the 'jelly-roll', it was the new tab design and also the dry battery electrode (DBE) a process I think they still haven't figured out. When I was a long (2021-23) it was a little thought niggling at me that Tesla probably wasn't going to be able to out-compete the rest of the world on battery tech this decade, so I'd listen to the earnings calls hoping to hear good news about 4680. My 80kWh Model Y has the old Panasonic cells made in Nevada, LOL.

I didn't understand the recession calls all 2022, and I don't think we're heading into one now. If we get a rate cut cycle that will free up the housing sector, along with trillions of cash-out refi activity since that's all been locked up since 2022. https://fred.stlouisfed.org/graph/?g=1Lhsz ^ mortgage debt as a % of wages that should give another goose of activity like the mid-80s and mid-00s. plus the boomers are all age 62 - 80 next year. pretty much their peak demographic strength in retirement. Their retirement spending and massive bequeathals to their offspring is going to be another major tailwind this decade and next. With so much computerization in supply chains I don't think past recessionary cycles really apply any more; instead, we'll get exogenous shock recessions like the GFC, when several trillions of fraudulent home lending from 2003-2006 all blowed up in 2007-08. AI replacing desk jobs, uber/doordash jobs etc could also be recessionary I guess, as the rich get incredibly richer this decade and next while the lower 3 quintiles just kinda survive on fumes.

So how do they plan on opening robotaxis to the public? Making it available for everyone with 30 taxis in Austin or as well the ones in San Francisco with drivers in the seat? They will be probably fully booked as there are only so few around. But again this will be awesome for them to say "look we have a 100% take rate, all our taxis are fully booked the whole time, demand is Sky high. Stock pumps another 100-200 billion in market cap on 100k revenue per month. This shit is beyond pathetic and insane

Tesla would need 1 bn robotaxi rides at $20 a go to replace the $20bn revenue they are losing in car sales and credits.

Robotaxi would need to replace almost every commute in the US to make that valuation make sense

* **Piero Landolfi:** Director of Service for North America, just departed. * **Pete Bannon:** Vice President of Hardware Engineering (Chip Tech and Dojo Supercomputer), departed in August. * **Troy Jones:** Vice President of Sales, Service, and Delivery for North America, departed in July. * **Omead Afshar:** Vice President/Head of Sales and Manufacturing for North America and Europe, departed in June. * **Milan Kovac:** Head of the Optimus Humanoid Robot Team, departed in June. * **Jenna Ferrua:** Director of HR for North America, departed in June. * **Vineet Mehta:** Head of Battery Architecture, departed in May. * **Prashant Menon:** Regional Director for India, departed in May. * **David Lau:** Vice President of Software Engineering, departed in April. * **Mark Westfall:** Head of Mechanical Engineering for Tesla Energy, departed in April. * **David Imai:** Director of Design, departed in February. Everything is awesome! (Lego Movie earworm reference that is now in your head for the rest of the day) If not you can watch: [https://www.youtube.com/watch?v=9cQgQIMlwWw](https://www.youtube.com/watch?v=9cQgQIMlwWw)

Autonomous driving is so 2016. The valuation is all about humanoid robots now, do keep up!

Anyone else noticing that Tesla has lost its status as a luxury adjacent or a accessible luxury brand? Ever since Elons fall from grace this past year I’ve been trying to observe the buyers of the Model Y refresh carefully and where I see Teslas in general. I wish I had hard data, but I’d be willing to bet that the average credit score of a Tesla buyer today, is much lower today than a year ago. Again, anecdotal data but I look at where I see both the new Model Ys and the used vehicles — now I see them in less affluent neighborhoods / different kind of retail and office locations. A year ago I would see Teslas all over the parking structure for my office building (I work in a skyscraper with an adjacent 12 story parking garage) - they have since vanished. Am I the only one noticing that shift?

I see this as bullish they did all the hard work and everything is a solved problem. No more innovation or service to be done. Now with department leads gone they can fill positions with Optimus bots. More money saved to give to the board members

Remember critical thinking is not a requirement for the Tesla faithful. It's actually frowned upon

They have lost their coolness, they are now a political statement. Tesla will never sell as many cars in a year as they have done. they will be lucky to sell 850k cars next year, half their forecast.

Is that globally? Since January I've predicted 1.4 million for 2025. I'm curious how close I'll be on that guess, if they go below ~1.2 million that would put them in the ballpark of Mazda.

Some of their lease rates are very cheap (TSLA pockets the tax credit and deducts it from the lease), so its been fairly easy for a lot of people to afford to lease one...until that goes away in a matter of months.

The collective work put in by all these people can be matched by Technoking - probably would take less than 5 minutes a day on the toilet, while he waits to have his ass wiped by some minion. His once in a generation mind is gathering knowledge faster than dojo, and its silly to have people redundantly marking time in these slots.

If most Americans weren't such spineless nazi supporting bastards, tesla would already be fucked. If they had the 50% decline they deserve, like in Europe, the stock and company would be toast. The reaction from the US market since his trump support is frightening and says so much about American society.

The new commissioner of the U.S. Bureao of Labor Statatics is considering suspending the monthly jobs report. Best way to avoid poor jobs reports is to not report them I guess.

> I didn't understand the recession calls all 2022, and I don't think we're heading into one now. I mean 2022 was literally just an asset bubble in the stock market popping. I don't recall any serious calls for a recession back then in all honesty and by far the largest problem was the residual supply chain issues from the COVID lockdowns causing higher inflation. What we're looking at now is a much different beast that's primarily policy driven. > that should give another goose of activity like the mid-80s and mid-00s. I'm not really debating that interest rate cuts would be stimulatory, it's just that rates cuts are generally reactionary as well. They're specifically done in response to declining economic conditions and help to the extent that financing costs and disposable are the underlying problem in the first place which again isn't necessarily the case this time around because the primary issue is on the fiscal policy and trade front. > Their retirement spending and massive bequeathals to their offspring is going to be another major tailwind this decade and next. What? Retirement is usually terrible from a economic standpoint as retirees consume at far lower rates than working age people. Bear in mind that this whole thing with boomers retiring and dying has been going on for a while now too and the few positive impacts it have on employment have been happening for years too. We've got maybe 3-4 years before the lower birthrates that followed the baby boom start to manifest themselves in job market churn. > With so much computerization in supply chains I don't think past recessionary cycles really apply any more; instead, we'll get exogenous shock recessions like the GFC, when several trillions of fraudulent home lending from 2003-2006 all blowed up in 2007-08. Computerization doesn't really matter if you have a large enough disruption or disconnect is production and logistics. COVID proved that just a few years ago and took years to settle back down. 2008 also wasn't an exogeneous shock, it was an asset bubble that lead to a wider financial crisis. COVID was an exogenous shock though that demonstrates such disruptions are still possible. But shocks don't need to be natural events or weird bubbles, simply increasing import prices by 30% is itself a big shock to the economy, especially if alternative domestic suppliers to bypass them and retaliatory trade barriers come into play. We have seen all this happen before it just happened almost a century ago because economists and policy experts realize how terrible tariffs and trade wars were for the economy in general until the Trump administration decided they were somehow a good idea and threw out all the lessons learned. > AI replacing desk jobs, uber/doordash jobs etc could also be recessionary I guess, as the rich get incredibly richer this decade and next while the lower 3 quintiles just kinda survive on fumes. I'm less concerned about AI replacing jobs personally. I suspect it'll be more the impact of malinvestment at the business level and firms belt tightening as a result that will cause the most trouble in the shorter term as well as uncertainty over what staffing levels should be with AI in the mix continuing to dissuade employers from hiring or investing in existing employees. Again we're in a really weird situation here because overall US economic policy generally hasn't been this stupid in a while. By far the biggest variable is whether or not Trump panics and just suspends all his idiotic policies again when it starts to become apparent the economy and business investment is slowing.

The cost of used Teslas has dropped considerably, which does make them more affordable.

> I don't recall any serious calls for a recession back then in all SAHM RULE! NBER NEGATIVE GDP QUARTER! "A US recession is effectively certain in the next 12 months in new Bloomberg Economics model projections, a blow to President Joe Biden’s economic messaging ahead of the November midterms."[1](https://www.bloomberg.com/news/articles/2022-10-17/forecast-for-us-recession-within-year-hits-100-in-blow-to-biden) [Elon Musk says ‘inevitable’ US recession will probably come soon](https://www.theguardian.com/technology/2022/jun/21/elon-musk-says-a-us-recession-is-inevitable) at the time I just discounted it as people trying to talk down the economy INTO a recession going into the midterms, to help the GOP's chances in re-taking Congress. And it worked! >Retirement is usually terrible from a economic standpoint as retirees consume at far lower rates than working age people. But they are consuming, and being replaced by an 18-25 year old zoomer in the workforce. This is not something this economy has gone through yet, SEVENTY MILLION RETIRED PEOPLE spending down their savings and pensions. >lower birthrates that followed the baby boom the boomers replaced themselves with the millennials, plus we've had a lot of immigration these past 30 years (that Trump and Miller can't entirely send back) >become apparent the economy corporate america has the profit margin to eat the tariffs, more or less https://fred.stlouisfed.org/series/CP

I predict 60k in Europe, 400k in China, 300k in the US and 100k from the rest of the world. Sales are still declining monthly everywhere. France, the UK, and Germany sold less than 2000 cars between them last month. Germanys sales in July of 670 cars was 50% down on Feb when it sold 1300 cars. Sales are tanking.

In unrelated news, pregnancies are down as a result of the unavailabity of pregnancy tests.

The funny thing is that the market might react like there was a much larger job loss if the report doesn't get released.

I feel at least the model 3 and y fit better into the “premium” segment than luxury.  Premium used to be like Fords mercury brand.  I would put Mazda there today.

Elon and Sam Altman got into it again on X. It started when Elon accused Apple of somehow manipulating their App Store algorithm to make ChatGPT app the #1 most downloaded app. The Grok app is currently #5 on the App Store, which is not THAT bad honestly and it’s currently the only other AI app in the top 5 but Elon is still jealous that ChatGPT is number #1. (The X / Twitter app is nowhere near the top 5 btw, we are talking about the standalone Grok app.) Sam Altman responded by saying it’s odd Elon complains of Apple’s supposed bias when Elon has had the X algorithm changed so that X artificially boost Elon’s tweets. (Something which it obviously does.) Elon called Sam a liar so Sam said he’d be willing to apologize to Elon if Elon would sign an affidavit saying that Elon has never directed changes to the X algorithm in a way that has hurt Elon’s competitors or helped Elon’s own companies. Naturally, Elon didn’t respond to this. And [Grok agreed with Sam](https://xcancel.com/sama/status/1955283504637546764) that the X algorithm artificially boosts Elons tweets and favors Elon’s interests.

I like it. So happy with the direction this country is going. I'm truly worried about the chaos our children will inherit.

> SAHM RULE! NBER NEGATIVE GDP QUARTER! Yeah I remember the calls, they just weren't particularly credible people because unemployment was way too low for us to be in a recession at the time. Granted we aren't that high now either though even after the revisions. Yes concerns around a future recession did rise later in the year as concerns grew about the Fed's ability to get inflation control without one. That's kind of one of the sad things about where we are now. For it's part the Federal Reserve did an excellent job with the COVID recovery and managed to actually inflation back down without actually juicing unemployment a ton and now the organization is under siege by an idiot who just wants rates dramatically lower regardless of where inflation or unemployment actually stand. As usual Musk chiming in is pretty much a counter-indicator too. > But they are consuming, and being replaced by an 18-25 year old zoomer in the workforce. This is not something this economy has gone through yet, SEVENTY MILLION RETIRED PEOPLE spending down their savings and pensions. This is constantly happening. These people were all consuming at higher rates prior to retirement too, the fact that they're burning through savings doesn't really change that. It's the kind of stuff that gets hyped up by market commentators and asset managers as a justification for the market moving higher and that's about it when it comes to the real underlying economy and consumer demand. In general globally demographic trends going forward are pretty negative and will function as a drag on overall economic growth. > corporate america has the profit margin to eat the tariffs, more or less In aggregate maybe, but retailers certain don't have the margins to do so nor do most smaller businesses. Google and Microsoft aren't just going to give Walmart money to stave off a hit to consumers.

Here's the really funny part too. Even if X wasn't boosting Elon's tweets he's clearly using/used the platform to promote xAI and Grok and bad mouth competitors. I mean at this point he's literally merged them together into one company saying it was a natural evolution, so how doesn't that similarly violate anti-trust in his mind?

No one in the field takes him seriously either and virtually everyone thinks this appointment is a terrible one that will politicize basic data reporting and reduce the reliability of what was previously some of the most reliable data in the world. And Trump is now attacking Goldman Sachs for publishing a report that consumers will bear the bulk of the cost of his new tariffs, calling on the CEO to fire the economist who published it or resign. Oh and apparently he's already ordering some investigation of the Smithsonian for not white washing US history enough. I'm sure the second ADP prints some numbers that disagree with what he wants the BLS to say they'll be branded 'unamerican' and Pam Bondi will be opening an investigation too.

frustrating trying to short this s--- when it's being pushed around by the QQQ and gamma so much. Die already.

I consider retired people gravy on the economy. The more the merrier and in the aggregate 70M people are going to spend a lot of money each year, and what they don't spend they're going to hand to their kids as free money. https://fred.stlouisfed.org/series/PAYEMS has to support all that.

I mean honestly this isn't something that's up to debate or interpretation and is pretty much settled science at this point. Here's a fairly recent report on it: https://www.rand.org/pubs/research_reports/RRA2355-1.html Again I'm not arguing that the workforce is contracting, but there's nothing really stimulative about people retiring and at best it creates a mild drag on the economy due to both lower rates of consumption and the higher per worker burden of public and private income transfer programs like social security and pensions. I'm not against those things existing personally, but the point remains that having a large elderly population isn't really any kind of boost for the economy.

> mild drag on the economy due to both lower rates of consumption and the higher per worker burden of public and private income transfer programs like social security and pensions Like I said, the population in retirement is simply gravy, a body of people no longer working but consuming, from their savings and pension income. https://fred.stlouisfed.org/series/W823RC1 you see that as an outflow, I see it as an inflow.

Up nearly 10% this month on selling some burgers and having a few supervised roborides

and shitcanning the Dojo team. Not concerning!

Where did this subreddit's Hydrogen Huggers go? I just realized I haven't seen them whining about how hydrogen is obviously the future while BEVs are a dead end in a couple of years now?

Why am I not surprised the only female on this list is HR.

Elon would need to get hit by one of his own rockets whilst being in the Austin production facility for the stock to tank. I can't think of anything else that would bring that pos stock down to single digits where it belongs

The meek shall inherit the earth -- there just won't be much left when they do.....

That's what gets me, the hype stuff can bring up the stock but if they ditch it, the stock is unaffected.  Investors really don't care if these ideas make any money

Plan? There's no plan. This is Tesla we're talking about.

Blind item… "The celebrity CEO has this A list chef making all kinds of excuses, and the chef probably believes what he is saying, but the celebrity CEO is about to pull that rug and close the place." https://bsky.app/profile/sleepindogo.bsky.social/post/3lwcpctbdvc2w

She must not have appreciated the equine raise offer

Hypx is over on lemmy spamming multiple posts per day on the hydrogen sub he runs that has 0 subscribers.

It's insane that people are downvoting you in the year of our Lord of 2025, [with NCM cells at 100 $/kWh and LFP at a crazy 60 $/kWh](https://www.spglobal.com/automotive-insights/en/blogs/2025/01/where-are-ev-battery-prices-headed-in-2025-and-beyond), [while green and pink hydrogen remain at 3 to 6 $/kg](https://www.lazard.com/media/xemfey0k/lazards-lcoeplus-june-2024-_vf.pdf). Then again, I doubt those downvoters have reached that position with anything resembling hard economic data.

Anyone else remember when that site had some rumors suggesting the "celebrity CEO" had some dealings with cartels?

It's amazing to me how some people just refuse to admit defeat.

Does anyone think that Wall Street is selling into TSLA up days to divest as undetected as they can and when retail is left holding the bag the shit is going to hit the fan ?

I'm sure it's losing massive amounts of money already. And like Tesla anything, is probably very poorly run.

I think the Tesla as we know it is dead, yes. Elon's not a people person so has zero interest in scaling the headcount any more than it is now. So driverless ride hailing is the only evolution/exit available to him, and even if it works there's not going to be a moat for this new business. TSLA is up $10 from the earnings call but I'm still reasonably confident that my OTM March puts will print. I knew it was a coin-flip going in, but the payout justifies the odds.

Why not April puts? Then you have q1 results as well as delivery numbers?

No it is about flipping burgers.

the MM skipped over April for some reason . . .

I see your flipping burgers, and I raise you humanoid robots flipping burgers.

Damn turns out I own 60K+ worth of TSLA shares lololol due to SPY.

Being long TSLA through indexes has been an excellent end to many arguments for me on Reddit.

Both are a dead end.

Elon really doesn't like to talk about cars any more does he.

You need to be an actual real company with actual big resources and lots of real scientists to produce a successful new battery.

I reckon there will be a few more documentaries on Teslas sales decline over the coming weeks similar to this one from CNBC [https://youtu.be/i6FaSBBYv-Q](https://youtu.be/i6FaSBBYv-Q)

Eventually, the Tesla bubble will pop, but not necessarily by its earnings. It could be contagion from the bursting of an adjacent bubble: AI, crypto, etc. Meanwhile, everything under its umbrella is a disaster. FSD is light years behind Waymo, Cybertruck was an epic flop, the humanoid robot is widely ridiculed, and brand image has fallen into a bottomless pit. Good times.

This has been posted as a standalone thread

I wonder when Tesla will raise capital? It becomes incredibly expensive fast if your cars aren't selling. They do about 100 billion revenue per year. If the sales tank, then you have suddently billions in inventory on hands.

I reckon they will be down $30bn at least on the car revenue next year.

Could be on for a minus 5% today, no sales, no divi.

U.S. PPI numbers came in very hot, rising 3.3% YoY when 2.5% was expected. It’s almost as if tariffs are inflationary.

It’s almost like reality has value.

Someone asked me what causes Crypto to go up or down. For some reason they thought there was some algorithms or deep seeded reasons that push bitcoin up, and what pushes bitcoin down. In short- The more people who buy bitcoin the higher the price goes. The more people who sell their bitcoin, the lower the price goes. It's really a pyramid scheme that need to recruit more people (actually more money) to keep the scheme going. Unlike most pyramid schemes though, the vehicle being used is globally available.

It’s now a reach brand for a lower income demographic. That’s the same slow death as Oldsmobile and Mercury.

You've been beating that drum for years at this point, [meanwhile in the real world sales are growing exponentially](https://www.iea.org/reports/global-ev-outlook-2025/trends-in-electric-car-markets-2), [BEVs are at 97% market share in Norway](https://cleantechnica.com/2025/08/04/evs-take-a-record-98-2-share-in-norway-bevs-alone-at-97-2/) and [plug-ins in China are at 51% year-to-date](https://cnevpost.com/2025/08/13/china-nev-retail-262000-aug-1-10-2025/), while the trend is for battery costs to keep dropping and energy density to keep increasing. ICE is obsolete now in more advanced markets, and will be a relic by 2035 when sales bans will begin in developed countries. Not to mention the whole "the planet is burning from fossil fuel use" thing; if EVs are a dead end, ICE is a death cult.

Who will he fire this time?

> way to avoid poor jobs reports is to not report them I guess. Yes, the administration did that with covid cases too, or at least tried to. It doesn't happen if you don't record it, I guess.

Elon warns that TSLA will obliterate those with short positions..."as soon as they reach autonomy at scale". Even if that someday happens...the market is still unproven. And there are currently many players. Oh and the public is actively disassociating with the Tesla brand. Will that magically end with a taxi service? So many doubts for those that dare to think.

"But fossil fuel hydrogen is really cheap! And the only exhaust from your car is water vapour!"

From now on, 3.3 is less than 2.5.

A wise man once said. > Remember critical thinking is not a requirement for the Tesla faithful. It's actually frowned upon

When did he say this?  Tesla has a low short %. He’s obsessed and paranoid.

Today apparently. I saw it in about sub

How many people are going to take a Tesla taxi even if it did work (which it doesn't)? It would need to have some significant price advantage. And even if it was wildly successful, that business *still* isn't worth nearly their current market cap.

Surprisingly a bunch of idiots aren't actually good for the economy. Remember when the GOP used to just be heartless bastards and not heartless bastards plus total morons? It's been, what, decades now?

Current cap requires 2X Uber ops and 2X Ubers net margin

Hmm that sounds familiar

I think you are forgetting the Robotaxi. Lots of customers for a 2 passenger taxi

Exactly, it would take 2 billion robotaxi rides at $20 a ride to make up the $40bn they are going to lose in car sales revenue.

Yes, Waymo is rolling around in money right now from all that crazy margin.

Forget Norway and China, they are both very special cases. Also there is nothing 'green' about battery powered vehicles, if anything they are worse for the environment. The greenest thing you can buy is a used gas car with a small engine, say like a 10 year old VW Golf or Toyota.

Uber made their first profit in 2023 after 7 years of trying, $1.1bn on $37bn revenue.

LOL

Don't spew disinformation. Over here in the civilized Europe BEV sales are groving by large percentages. Just not Tesla sales lol.

That's what they tell us in the UK, certainly.

> Forget Norway and China, they are both very special cases. Yeah, it's called having governments that give a shit about the EV transition, I guess. Even then, Germany is at 29% and rising, and the UK is at 34%. > Also there is nothing 'green' about battery powered vehicles, if anything they are worse for the environment. If CO2 comes out of the tail pipe it's killing the planet, I don't know what part of that is so difficult for you to process. If anything, the best thing you can buy is an appartment in a dense, walkable neighbourhood served by public transport that allows you to skip car ownership altogether, like I have. But since that's not possible for everyone, EVs are the next best thing. That's nonsensical, the only metric in which EVs currently do worse than ICE is manufacturing emissions, and those get compensated after 50,000 km of driving on average in Europe, or 30k here in France. And the numbers are dropping as green energy increases its share in manufacturing and consumer electricity.

What's this conspiracist nonsense, vehicle registrations are public data. The UK EV market share has been steadily rising for years as fleet CO2 emission targets tighten https://cleantechnica.com/2025/08/06/evs-take-33-8-share-of-the-uk-government-bungles-incentives/ https://cleantechnica.com/wp-content/uploads/2025/08/UK-Monthly-Powertrain-Market-Share.png

Not saying the vehicles haven't technically been sold. They all go to fleets don't they to harvest government incentives. The general car buying public isn't much interested.

Amazing margins. Everyone will be competing to get returns like that.

Especially as they lost $11bn to get there.

Sad as it is, ceteris paribus I'd certainly pick a ride-hail with no driver vs one with.

The thing is.... they all have drivers in them.

Well, no one ever accused the British public at large of making good choices, particularly in recent times, so it's a good thing the government is steering the market in the right direction then.

Remember those are the margins when you **don't** own the car.

Terrence Howard being eyed for Dept of Education

So they are worse if you own, as you have to make the initial investment of the car?

As well as maintenance and fuel cost.

> the only metric in which EVs currently do worse than ICE is manufacturing emissions Btw, I *strongly* suspect that that is planted propaganda through shit "scientific" studies that are put out there to discredit EVs. It's such nonsense. An ICE burns refined oil and emits CO2 in a distributed manner. Always. That fact cannot be changed, the only thing that can change is the amount that is emitted, and although modern cars are crazy efficient, there's a floor to it, and every single ICE car emits that *where it is running*, i.e. across the entire country. Meanwhile, manufacturing processes for BEVs are industrial and centralised. If there's a part of the process that emits a lot of co2, we can figure out better manufacturing processes, but in the meantime, we can *capture* that co2 right there. We have the technology for that. Those emissions happen in very few concentrated places, not at the tailpipe of every single car. Big difference.

Teslas US sales down on last year despite price cuts.

This is crazy conspiracy nonsense. One thing that gets reported in this sub a bunch is when parking lots are filling up with unsold Teslas. Because people find these parking lots, take pictures of them, and upload to the internets. In 2024, there were 380k EVs sold in the UK. Do you truly believe that most of them are sitting in a parking lot somewhere? Where are those parking lots? Where are the cars? Or that they only were sold on paper? That's fraud, of the kind that regularly gets reported here when Tesla dealerships make weird and crazy sales numbers that don't match reality. No, the truth is that those cars are on the road in the UK, they were bought by private individuals, and by companies as fleet cars. They're out there, and the marketshare of EVs in the UK is steadily growing, just like it's growing in every other civilised country.

Few thing annoy me more when people make business cases based on how much of a product you can *deliver*. Yeah, no, the big question is what the actual demand is. You have to assume that the size of the robotaxi market is exactly as big as the current taxi market. Making a robotaxi ride cheaper than a taxi ride might expand the market a little bit, but then you have to make your case that people are gonna stop spending money on some forms of transportation in favour of your form of transportation. The amount of discretionary household income is fixed, and that's what you're competing for.

Source? Even with ending of the subsidies?

https://www.reddit.com/r/RealTesla/s/MDNK3hZXI5

I truly think the next six months will be spectacular for anyone short. I'm not brave enough to short this POS stock, but everything is "six months away" but the reality is none of this will come through. Does anyone understand the xAI grift angle? He wants to bring in xAI into Tesla. xAI being private doesn't have to disclose financials to anyone except large private investors. Bringing into Tesla would force Tesla to account for their portion of xAI which obviously will be a giant money losing endeavor. xAI couldn't raise 100% capital last funding round so they had to issue debt at 12% lol. Is it simply a way to syphon $5-10B from Tesla to xAI?

I wouldn't short this turd even if my life depended on it. It will be terrible for the company, yes. But the world's richest Nazi + BlackRock et al have no interest in letting this turkey fall.

You could have said this at any point in the last five years with different examples and it would still be true. No one cares. Tax credits officially disappeared today… a huge chunk of their net income. Market yawns.

xAI just gives Musk more opprtunity to keep the money circulating among the companies he owns or controls. Just today I saw a Branch Elonian theory that the Tesla fleet of cars could sell distributed computing services to AI companies, or computing power could be co-located with Tesla charging stations to use spare power. Where did this Branch Elonian get these ideas? I'm certain that some guerilla marketing from TSLA is at the root of it. But there it is - xAI can pay TSLA for cloud computing, and TSLA can pay xAI a license fee to have Grok in their cars. The money keeps flowing round and round and the illusion of free cash flow continues. I'm sure somehow Starlink will soon become critical to xAI...etc, etc, wash, rinse, repeat.

> Tesla fleet of cars could sell distributed computing services to AI companies Stans often propose this kind of idea. Except it makes literally no economic sense even if it was technically sound (which it isn't).

[Tin Turkey finally ready to launch again](https://arstechnica.com/space/2025/08/spacex-reveals-why-the-last-two-starships-failed-as-another-launch-draws-near/). As expected, Nazi apologists slinking back out of the sewers into the comment section.

What spare power? Ai takes all the power.

I think the idea is (in a fantasy world imagined by Musk) that charging stations would have solar as a power source. And, in the event the batteries were full up with no need for extra power, no need to sell the power back to the grid, but could sell the power to xAI for computing. Remember when all the superchargers were going to be 100% solar power?

Tesla is this generations blackberry. Market leader to market loser.

Death by a thousand cuts.

Same, I think Musk could say they are going to stop producing cars so they could focus on robotics and AI full time and the stock would skyrocket

>If CO2 comes out of the tail pipe it's killing the planet This is pretty low IQ stuff. You have to look at the whole supply chain plus how electricity is generated. We cannot run the economy on 'renewables'. >but in the meantime, we can *capture* that co2 right there. No we can't.

Whats wrong with you? My BEV is a good car and with electricity being nuclear/renewable here it's quite enviromentally friendly to drive.

Tesla has 27 dealerships in canada. Based on numbers from Jan to June, they're selling 12 cars a week. They might as well shut down. All they are selling is model 3 and Y. They can have some other dealer sell these for them. Tho honestly its model y only, as 3 is more expensive than Y lol. You go to toyota and theyve some 20 different models of car with different configurations.

Seems like a terrible idea. AI R&D absolutely burns cash. Tesla won't have much in way of revenue going forward and will run out of money twice as fast. Somehow this has to benefit the fElon though??

There is nothing green about your car or the sources of your electricity.

Lots of stans and Musk orbiters have a passing familiarity with technology and trends but lack any firm technical background to understand why things are bad ideas or what the actual terminology behind a concept is. While I don't think it's a coincidence that Musk attracts these people (they're the only ones who whole heartedly will buy his bullshit pitches) I think the closest you get to guerilla marketing is the Musk-centric YouTubers who are constantly looking for new content to make a new 15 minute video they can monetize by "analyzing" some crazy idea whether it comes from Musk or some rando on Twitter. Discussing that idea means they get to do a sponsored video and hock a VPN service or some other junk to their fan base and collect a paycheck so there's a huge incentive to just run with anything that gets thrown out there no matter how ridiculous or unfounded it is. I'll point out the idea is absolutely nothing new. Grid computing on personal computers has existed for decades at this point with some notable projects like SETI@Home and Folding@Home utilizing it ages ago. People essentially volunteer computing time to such projects because there's absolutely no money in doing it for any remotely serious scientific work of value. Next closest thing I can think of is some of the early crypto farming networks where you would similarly run a bunch of mining workloads and the proceeds would be split according to processing power and time contributed to the network. These applications tend to be things that require a ton of processing power, can be cleanly split in a huge number of workloads and require a degree of redundancy on top of it all (what if someone's computer breaks or they just stop running the client?). It lacks the bandwidth and latency to do anything on a tight schedule and frankly the advent and availability of cloud computing services has made it pretty obsolete for the few paying applications of the idea that might have existed previously as they can just buy a varying amount bulk computing fairly cheap from Amazon, Microsoft, Google or a ton of other companies now. Not to mention Tesla's FSD computer is a highly specialized design that isn't going to be good at a lot of applications even if some paying workloads were realistically available. But someone doesn't have the background to understand that and considers themselves a technology afficianado because they upgrade their cellphone once a year it seems like a winning idea since you have a powerful computer and a network connection which is pretty much all a data center is in their mind.

Weren’t they using some twisted standard to come up without that figure?

Yep. Over at the Cybertruck Owners Club site you'll see plenty of people raving about "tech" who have never even taken Calc1 or written a "Hello, world" program in C. They just think that raving about this n that tech being "amazing" makes them smart.

Turns out jumping into bed with Trumpo may have not been the smartest strategy for our boy genius. He shoulda been impeached and sent packing after f---ing with the Canadians like he did, even before his 'Liberation Day' BS.

> and considers themselves a technology afficianado because they upgrade their cellphone once a year  Chuckle - I used to work with that guy!

I hate this narrative. It makes it sound like Tesla was a perfect business with amazing cars and it’s only political issue that caused the decline. Tesla destroyed their future around 2020, when they gutted their RD to show profits. They have a very outdated lineup that’s just not attractive anymore, and their “refreshes” are just putting lipstick on the pig. It’s not Leon being nazi causing Tesla to fail. It’s him being obsessed with milking TSLA stock that destroyed company future.

I would not underestimate the damage the US overall did to themselves up here and Elon was front and centre. The vibe wasn’t the same as a flash in the pan. My wife is still checking labels for alternatives to US products every time she shops. US liquor is not back on the shelves here. Tourism took a mortal blow. Whilst you aren’t wrong about Tesla being the architect of its own demise, the other stuff accelerated it up here.

as mentioned, I was referring to Canada's situation that all Americans outside a couple of judges have just let go on for months now. I agree that Elon has been way too focused on milking the 3 & Y and conservative in attempting to expand Tesla's offerings to more variety, something looking more like Toyota's wide range of products. Nissan could have had it all had they aggressively electrified their lineup last decade, from the Sentra to the Z.

When earnings go negative, the S&P Index Committee will be allowed to delete it, and I expect they'll want to asap. Surely, when that happens, funds tracking the S&P will dump more stock than the TSLA-to-the-moon 'buy the dip' crowd can absorb, and we'll see a major downward adjustment..

I find it refreshing and reassuring that Tesla keeps models the same year over year. Constant changes in cars for every year is like trying to keep up with the Jones or cell phones and it devalues owners of the previous years' models like the latest fashions. A solid reliable car can be more like a house, changing slowly over decades. Look at Pontiac or Oldsmobile changing models/names and returning owners left feeling alienated not finding a replacement for their existing model.  With that being said I wouldn't mind a X/Y with real space for tall 6' people, the roof headroom is nice but less than 42" for driver AND passenger each feels tight on the femurs and kneecaps. (Those 7 seaters are a toy doll carrying joke and permanently ruin the middle row.)

What are the Tesla stock pumps from Elon this weekend?  Are flying cars right around the corner?

End of the year. Which year is up to your imagination

He's a bit busy retweeting pictures of AI waifus made with Grok to actually do any work for Tesla. Not like they just paid him $29 billion dollars or anything to at least promote the company and its brand right?

Less than 6 months away

Tesla sales in the UK are apparently so bad that Tesla is slashing payment requirements for leasing companies by 40% because Tesla itself is literally running out of space to store surplus cars. On another note I've been seeing a ton of ads for Tesla on Youtube lately here in the US which does surprise me a bit because you be expecting Q3 to pull ahead a lot of demand. So why the advetising blitz midway through it?

Link?

https://www.thetimes.com/business-money/companies/article/tesla-almost-halves-monthly-payments-as-uk-sales-slump-7nfkbsw8g

I have absolutely no skin in the game either way, I'm just fascinated by the mentality required to post endlessly into the void without any apparent feedback.

When the hydrogen revolution comes, the market leader will reward him with a roadster for faithful service, perhaps?