Tesla Wants Out of the Car Business

I've always wondered this Apple had the chance to buy Tesla years ago and didn't. With their AR/VR glasses being a bust I do wonder if they'd buy Tesla and the infastruc sure and just integrate it with Apple and rebrand it? Although I'll believe Elon moving on from Tesla when I see it. The main things that makes me iffy is that there's no chance he can meet any of these promises he's giving out so he may sell and just focus 110 percent on shit like his private companies like the AI bullshit and Space X.

And we want him out as well

More and more like Enron every day

A company with a murky future and a CEO demanding insane compensation

But they would be foolish. I heard they offer Robotaxi + passive income while you WFH or are at the office. 😏

I don’t believe a word that company or its CEO says. Neither should you. You think Elon will leave govt money on the table when Dems restart the EV rebate program?

Imagine being a Tesla investor. Lmao

Not for $1T they won't.

That's what I'm talking about, betting against them.

They'd need to get it at a 95% discount to the current price to make it worth buying

They are already in the stock promotion business

Depends. With Trump gutting all of the electric subsidies and potentially the charging subsidies that alone makes Tesla potentially attractive domestically. But yeah its market cap now is vastly overpriced.

You get the Optimus robot to sit in the driver seat and “supervise” the FSD…

Musk moved on a long time ago. He is busy with politics, rockets, AI and robots. His cool new toys. He just keeps involved with Tesla because it funds his other projects.

This article failed to mention the insane brand destruction Musk has brought down upon the firm. It is also overly optimistic about Tesla's "lead" in the market. It doesn't have a single category it dominates any longer. He's also clearly ignoring Chinese competitors, many of which are considerably cheaper AND better cars than the updated Model Y--which BTW, is bombing.

Pretty great I’ve made a lot of money

The problem with the car business is that you have to manufacture and sell cars.

Did that comparison in an economy sub, got downvoted to hell.

You only make money when you sell.

RobocyberXtaxi, years behind Waymo. Optimus " robots", decades behind Boston Dynamics and everyone else. Starship goes boom every time. Mars, please even he knows that shit ain't happening. Starlink is the only thing he has that's "profitable". And the dudes a drug addict and a fucking nazi.

Funny. I wrote a post about Telsa being the next Enron a few weeks ago and then decided not to post. I didn't want to deal with the blowback.

Brilliant!

People are sustaining Tesla by the stock alone...

Captain Hairplug fans tend to get a little testy...

Just look at the new BMW iX3 they presented yesterday. It’s ahead of any Tesla in every technical aspect. And it’s built on a new platform that will underpin a lot of other new BMW Models. And all the rest of the legacy Car makers are taking the same steps. And rest assured: They all are better in developing the fundamentals of a Car than Tesla is. So Tesla will be out of the Car Business quite soon anyway. Musk knows that. So he needs a new Story to sell.

Elon didn’t want to sell Tesla, he stated that they had a meeting but Tim Cook never did but would’ve been nice if Tim Cook bought Tesla

Not so certain Starlink is cash-flow positive, much less profitable. They thought they'd only have to replace 14% of the constellation every year, but the reality is closer to 20%. And there just aren't that many potential customers: people (or shipping cos/airlines) who are distant from land based internet access (fiber/coax/microwave/cellular), have ample disposable incomes, for whom high bandwidth satellite internet is not enough, who need low/gamer latency internet. The total number of ground stations may never exceed 7 digits. And their subscriptions have to support replacing a fifth of the satellite constellation every year. As I see it, Starlink is a means for taking private equity money, to subsidize a justification for Starship. As Starship has few other commercial purposes.

Tesla was never in the car business. It was always in the service of TSLA

Lots of people can make money on a scam, but you have to be clever about when to get out before all the other suckers and scammers when the jig is up.

Stock goes up 10%

At this point they are a religious congregation, not investors

Which would be the fair value of a shrinking car company with some energy business on the side

It’s like investing in Labubus at this point

Imagine if Apple (or anyone else, really) had bought Tesla before Elon did...

It is an interesting comparison. From what I understand, the thing about Enron was that 90% of what they did was clever and beneficial to the industry. But then they got greedy and tried to essentially take on the banks. Then came the outright fraud by panicked execs that could not sustain their success outside their area of expertise. That does sound similar to Tesla, just replace banks with mega tech companies. -edit: word

Optimus with Grok spouting Nazi propaganda all the way

This isn't the only problem with the fanboy article. Tesla is not great at making cars. They have demonstrated that constantly because they decided to reinvent everything instead of using the processes and concepts honed over decades. Every person I know who is an experienced car person and has driven a Tesla has found the cars to be 'meh' and uncomfortable to drive at best. Many people I know who own them are waiting for their investment in the car to depreciate enough that they can ditch it and buy an electric car from a big brand. The article properly notes that Musk was promising passive income from the car by 2020. And he's been saying. Next year for FSD since the last decade. Forgive me if when he talks about millions of robots or robotaxis, if I take that with a shaker of salt.

There's always some catch to it, isn't there?

I saw the latest video of the robot. I could spend about an hour building a better voice interface with open-source software. The robot itself, as well, given about a month could be replicated with open source and off the shelf components. Not just Boston dynamics, but look at what the Chinese are doing with robots. And nobody has yet to explain to me why I need a damned humanoid robot.

Tesla is now just an elaborate scam in my mind. This is sad because I was a very early enthusiast for Tesla. Now, its just a scam.

A shaker? I'm thinking you'll need a dry salt lakebed just to get started. 😉

The collapse with Enron started, I think, by cooking their books. Off balance sheet debt. The had all the separate “entities” but really, they weren’t. Think it was Fastow that ran them all. They were shifting there debt to these separate entities, but then they were caught and told they had to put that debt back on their books. Those positive quarters now were deeply red. The house of cards started to collapse after that. The Enron broadband division was the funny one. THAT, at least to me, reminds me of Tesla. People thought them get into that sector was brilliant. Until everyone found out it was all fake and smoke and mirrors.

Their*

so car company not selling cars makes perfect sense

A lot of people made money on Enron too

Too big to fail....until they come crashing down

What Enron did was book profits that would be realized over the course of years or decades in the current quarter in order to boost their earnings and profit. An example is that they came up with the idea to build out broadband in India. They didn't actually do anything to build it out, but they included all the potential future profits in their income statement. None of that money was real, and it was only a potential future income stream. But Enron counted it as real income. That was the fraud that destroyed them.

I want them out of business as well.

r/noshitsherlock

tesla is in the lead in racing towards the bottom perhaps?

It's quite confusing to me. Tesla is behind in self driving. They're way behind in robotics and hopeless far behind in AI. Optimus might as well be vaporware. I haven't heard they're recruiting a slew of super talented engineers, just hyping the future. How is it that investors are buying this shit?

Two words that will go down in history, in that vein: “Financially delivered”

I mean I’m a Tesla shorter and it fucking sucks

Telsa only had to get the ball rolling on EVs which it has. Also the article fails to recognize that even if Tesla stops manufacturing cars altogether, the amount of residual revenue from having built and maintained the largest and most reliable charger network, which every other EV and hybrids has adopted it's protocol over even the US government standardized protocol, will continue to earn Tesla and Musk plenty over an indefinite period. Basically Musk would go from being Henry Ford to John D. Rockefeller, from building the machine to supplying it's energy source.

Elon could take a crap on stage and say ”this is Teslas future” and somehow they would buy it…

Why are we posting articles from the Atlantic here. Obviously they’d have the most biased spring on things

Imagine the Tesla shareholders now have to pay him more bonus money to stay motivated to even work for his own company. Wtf? Or buy back XAI because he chose to start it outside of Tesla even though Tesla is his “technology” company, including a grossly overpriced buried Twitter cost. Insane!

It was really hard to read because clearly the writer had to take alot of breaks inbetween writing to wipe Musk's cum off of his face.

It really does.  It makes me doubt my grasp of reality every day

Even seasoned investment firms can lose against a meme stock. Look at how GME went.

Same was a big fan boi with the early cars and now they are behind like crazy and its just propping up the stock price

The classic line about irrational markets comes into play too many times over this bubble period...

They are out of the car business, no one is buying them

Bwahahahha🤣😂

Car sales are collapsing across the West. The owner throws Nazi salutes. Stock climbs 50% from March to today.

Naw, I lived through Enron. It’s the exact same, only worse because it’s wide open for everyone to see this time.

Very busy being “Dad of the Year”, at least when he needs a meat shield, and when he doesn’t lose count, etc.

When you say scam. They do sell cool cars. So it can’t be a total scam.

Yeah lots of the comments here assume he still has a chance in the car business if he just actually focused on it. No, he’s finished in this space due to traditional car makers having finally caught up and china running circles around him. This reminds me of how roomba lost their lead. They were only protected from china and other copy cats due to their patent but once it expired and others caught up, it was over. Elon has no choice but to pivot

Tegridy farm with AI.

Yes, dump the only source of income. Genius.

They had first mover advantage and that’s it. They have zero competitive advantage anymore.

How are they behind in self driving? You could make an argument about Waymo being ahead of them but otherwise no one is even close. As for AI they are right there with the other too AI models. They perform better at some tasks and worse at others. His Space X is ahead of the other private companies and with NASA being stagnant for decades is the only real American company innovating. As for Optimus it is just in its infancy. Like FSD no company is achieving technical marvels in the space compared to Optimus.

The Bonneville flats are mostly owned by Morton already, so we need to take what we can get.

Musk wants a new pay package so he has enough voting power to move money to X or any other venture he wants. Where is my robot ? When do they pull the plug on the Cybertruck. A complete flop. He said they could sell millions of them.

I can "make an argument" that Waymo is ahead? It's an objective fact. The advantage Tesla has is the lower cost, for now. Many other companies have FSD but are far more cautious about rolling it out. For example: Mercedes is the only company cleared for full level 3 autonomous driving. Sure it's limited to 40 mph but Tesla only has supervised FSD. Credit where due, supervised FSD is solid and may someday get to level 3. Still not the industry leader. You say Tesla's AI is close to competitors? I need a source for that. This is the first time I have ever heard anyone claim this. Robotics? Yep you're right. Like I said they are way behind. Just roll the dice and hope Tesla catches up? That's the plan and what a trillion dollar valuation and 100+ PE ratio is all about. Space-X is actually great. No arguing there. However we are talking about Tesla.

Bye loser. This is the taste of consequences. You had everything, you had brand loyalty, Investor momentum AKA money printer. You even had that magical corollary based on the brand loyalty of Tesla, everything you touched was gold - SpaceX Starlink..... Now everything you touch turns to shit. Youre loathed. Its infuriating to see someone destroy a company in this way

Other than the CEOs ever changing vision, why can't they take the old GE approach and have disparate divisions... car manufacturering, automation, power and charging, robotics, space/satellites, etc. Look at the supercharger network... you won the standards game, now continue to partner with other auto makers and keep building the network... this can be a source of income... Musk's fall from grace happened at the exact worst moment... the inflection point where the early adopters were all in and he had almost convinced the next chunk of car buyers to give the 3/Y a chance and... he DOGEd it all up.

Not safe to short until it loses meme status.

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Might be Musks latest pivot to keep the valuation up.

And who wouldn't want Tesla robot in their house after watching iRobot movie?

As far as consumer vehicle automated driving requiring supervision goes they're "ahead" sure. That's because this comes at a significant hardware cost that exceeds its perceived market value. So other automakers by and large aren't even bothering. Tesla FSD only makes sense economically if it can actually be used safely unsupervised.

One thing that I've seen really go under the radar is just how accommodating Musk's compensation package is on the general automotive front. He only has one goal he has to meet product wise in their automotive business and actually zero for the energy business which is supposed to be such a big deal. So what's that one automotive goal? Hit a 20M *cumulative* deliveries milestone. Tesla's own documents say they've already cumulatively delivered 8M up to this point since this being counted from Tesla's first ever vehicle delivery. So over the next 10 years Elon Musk is expected to help Tesla deliver just 12M new cars or around 1.2M a year if it were at a steady rate. I mean... HUH? That should be layup if there's any growth at all and considering they also want to deliver at least 1M robotaxis which I'm sure they'll also count as vehicles and all this crap about the Semi launching next year they're still expecting a negative growth rate on their auto business going forward. There's a bunch of other crazy things in the fine print of the proposed agreement too. That 20M cumulative deliveries? It's only product milestone Musk absolutely has to hit. If his compensation plan administrator agrees that some poorly defined "covered event" happens that makes the launch of robotaxi or Optimus infeasible due to factor ruled beyond Tesla's control then they can just say he achieved those goals anyways. People have been focused on the lofty promises and $1T payout at the top end but the lower end expectations of the package still would net him a minimum of around $140B if he can keep the stock price up over that period so long as the company doesn't absolutely implode even if both the Robotaxi and Optimus failed to generate any real income for the company.

I dont think he cares anymore and has decoupled his ego from Tesla. Tesla will be acquired at some point, possibly by one of his other companies. 7 years ago the brand had value but i dont think there would be much value for the name Tesla.

Sustainable abundance. Lol.

Funny coincidence....I want them out of the car business too.

You could argue that the Model YL is a new car, but it was released by Tesla China apparently of their own accord. When asked about whether it would come to the States Musk said that it wouldn’t until at least late 2026, and “might not ever, given the advent of self driving in America”. Don’t exactly know how self-driving obviates the need for more space, but there you go. Same with Model 2. Self-driving goals don’t invalidate the benefit of a city car. Tesla could have stolen a march on basically everyone, creating a cheaper, smaller car with a smaller battery. It would’ve sold like hotcakes (Elon’s politics notwithstanding, as they could’ve done it years ago). The article makes the key point that pretty much all of Tesla’s revenue comes from cars, and that’s the thing Elon isn’t interested in at all now.

They seems to be successfully in the first part of the plan of getting out of the car business, unfortunately for them it is still their only actual business.

Tesla is only in the car business the way humans only have a vestigial tail. Tesla is in the stock price business.

If you short the question is if you keep your nerves when the stock value is soaring before the crash.

Something we can all agree on. Exit Tesla from our world.

Income yes, profit no. I believe they're losing money on each unit with the subsidies gone.

Difference between previous plans and today is v1-3 was achievable. Everything Musk built has been around nearly 25 years, he just improved on it (debatable how good most of those improvements actually are). The assumption then was it would become so efficient that EVs would become cheaper than gas. Clearly that didn’t happen and Musk clearly has no interest in facilitating that. Difference now is Tesla is aiming at pie in the sky problems that have been around since the 1950s. Robots doing work? Remember the Jetsons? Autonomous cars? Do believe that was a World’s Fair concept back in the 30s. Robots of the Musk (and sci-fi) variety isn’t just a problem that AI might reach a point it can magically fix. It’s also a mechanical issue and material issue, requiring a level of precision that humans don’t have the technology yet to achieve at scale. Musk isn’t the guy to create that tech either as his impatience and love of shortcuts will get in the way. Even Tesla not producing a real new model in five years is indicative of his lack of focus. As for autonomous driving, as long as there is a human element, it will never be 100% achievable. It can work but requires no other human drivers on the road with their unpredictability and stupidity. This means have to limit the track significantly. So a fleet of cars driving people with no other human drivers allowed near them can be done but we already invented that with the train. For all intents, Tesla might as well add “flying cars” to hits plan as has about equal chance of happening.

Many legacy automakers have been around for decades, some for a century. They've seen trends come and go and are still around. There's a second-hand market for 30-40 year old cars and they're still being serviced today by authorized dealers in bumfuck nowhere. Tesla deserves credit for having the balls to go all electric and show it was possible. But making cars is a long game. Not just in terms of R&D but consumer trust. The second-hand value of Tesla's are insanely bad, the quality issues show these cars are aging badly and now it seems like they're not interested in making cars anymore? So what happens with the service stations and the superchargers? It's a lesson for newcomers: Going from zero to the top is one thing. Staying there is another.

I'm a long term short too. Just sell puts at the same time. I sell equal puts about $20 down and two weeks out. That way I keep getting like $2-4 every two weeks to cover the drift up that we're seeing. And if my option ever gets assigned, so be it, I would realize the short and put it on again when TSLA spike again

Kind of like FSD. It doesn’t actually work; but someday it will.

Go all in and smash out the sun roof, and have Optimus standing, doing not-a-sieg-heil salutes to passers-by, in between squatting down, grabbing the wheel, and swerving to avoid head-on collisions. No need for Nazi propaganda, just have Grok read out [selected Musk X-cretions with respect to the necessity of ethnic cleansing](https://www.indy100.com/politics/elon-musk-uk-anti-immigration-protests-nazi-comparison)!

Wants out? Or forced out.

It's Musks misanthropist bent. It's why all his "public transit" is putting people in individual little bubbles. You want a humanoid robot so you don't have to interact with people, that's normal right?

That's why I call him Enron Musk

And how do they think that’ll happen exactly? The only other part of their business that has been decent is energy, but that still wouldn’t be enough to prop up their business. Cars are and always will be where most of their money will be made. Well other than carbon credits, but that’s basically gone.

And how are those sales numbers going? They are going to have the last good quarter for sales in the US ever.

Tesla is in such dire straits that we don’t even need to mention all of the recent controversy around the CEO in order to make the point

Weren’t they all in on self driving cars in that sham expo event?! Yeah Tesla is gonna pop soon. I cannot wait for it to fall from grace. Seeing it in the top 7 is so unrealistic.

It also finds this gobsmacking way to dance around the fact that Tesla already tried this schtick with "We're not a car company, we're an energy company" and it went over like a lead balloon. > If this week’s master plan reflects a company that is dead set on moving beyond cars, the divergence started back around the time of that second report. Even in 2016, Musk envisioned a future in which fully autonomous cars generated passive income for people while they worked or slept. The third master plan, released in 2023, is a 41-page white paper about the future of sustainable energy and how it could power fleets of autonomous vehicles. But the latest version is far more focused on AI than its predecessors were. Even just the visuals are telling: In one image in the master plan, a family plays Jenga on their coffee table while a Tesla robot waters the plants behind them. Right now, Musk has more of a reason than ever to go all in on robots: Today, Tesla’s board unveiled a new potential pay package for its CEO, promising him as much as $1 trillion—yes, trillion—if he meets certain targets, including deploying millions of robots and robotaxis in the next decade. (Tesla did not respond to a request for comment.) Like wow, in other words, they tried to pivot away from cars into energy and it failed spectacularly, but now they're trying to pivot away from cars into robots and they really have to because oopsie they paid their CEO 3000% of their profits.

Well when you no longer have the welfare of reselling zero energy credits from Uncle Sam, you have no profitability. This will be teslas last profitable quarter so the ultimate grift is making excuses for the loss. It’s a lot easier to explain those losses and blaming them on a “pivot” to robotics and ai.

Gee, I hope TSLA never realized income from future credit sales before they occurred...

elon probably knows Tesla is losing the FSD class action lawsuit. Plus after the 1st lawsuit succeeds, other states and countries will follow, hence why it's a great time to get out of the car industry. Then Tesla will be like fakebook, a shadow of its former glory.

If you can't stand the heat get out of the kitchen. He can run a car company so we must have move on to something else he can't run. The Press on politicians have made this man how to be a prophet and there's nothing more than a savant with a really ugly personality.

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It’s going to be fun to watch General Motors buy the Fremont factory back at pennies on the dollar.

IMO, this should have been the lede: > If his master plan doesn’t pan out, there won’t be much left of Tesla. The company’s sales have collapsed across the world, in part because of Musk’s politics and in part because Tesla is getting hammered by EV newcomers from China. The master plan doesn’t outline any way forward. This new pivot isn't Elon being bored. It's Elon frantically looking around for a story that justifies the current valuation. And none look credible. It's why we have "uber equivalents" with the word "robotaxi" on the side.

Enron Musk - it obvious he supported Trump to avoid his grift collapsing.

Yet China subsidizes its vehicles in order to facilitate rapid and dominate growth.

China also unlocked thorium. We threw in the towel back in the 70’s. Their subsidization of their cars has made them such a danger that they are bared from entering our country. Label it what you want, when it comes to GIVING to the masses. China is cooking it. Meanwhile our STEM incentives are ICE jobs. But sure it’s chinas fault we suck.

So true. All these boomers in office and think about their “good ‘ole days. 😂

Subsidies are gone soon and their costs will rise significantly due to tariffs. And that's without Elon being widely hated.

Good news…

That’s the only way he’ll be punished, make large firms lose money due to fraud.

Everyone with an index fund is a Tesla investor at this point.

Musk fanboys want servants

Roadster. He already did.

Huh? Being more expensive makes it even less desirable.

They don't want to have to do anything. Just stop pretending and send them money to sit on the couch

Don't. Every time they fuck up, stocks go up. It's a cult. You can't short them

So, what happens to all the vehicles that are totally reliant on Tesla software to run? This is going to be funny.

I wish them all that.

So tsla is going to pump is what I’m hearing.

That’s funny I want them out of the car business too

Elon's most lucrative product has always been stock.

Reality will set in. Financials at some point will matter. TSLA has to proof they can compensate the loss of all the established revenues (cars, carbon credits) with new ones (robotaxi, optimus). And they need to do it fast…

Does that mean I am not getting my Roadster II then?

Check out the videos of Figure robots. So far ahead of Optimus. They are also privately held.

The problem is who determines what is irrational. Theoretically the could quit doing everything and simply become just a Board of Directors selling a speculative stock. Like clepto currency or beenie babies, they are only worth what someone is willing to pay.

That is how and why they are too big to fail. The stock can only go up unless there is a dramatic increase in shares available on the market as most Americans are obligated to buy their stock so there are large numbers chasing too few shares.

And today Mercedes presented its GLC EV with almost the same specs as the BMW. In every possible way technically better than any Tesla if you look at the Propulsion Tech alone. And looks better to. From the outside and especially on the inside.

To be honest: In Europe where we have a few cheap electric city cars they don’t really sell like Cupcakes. The new Renault 5 does reasonably well, but it’s not topping any sales charts either. EV Buyers still mostly come from more affluent parts of Society. And those people almost exclusively buy SUVs.

"Tesla posts negative profits but says their robots will come to life next year" stock flies 10%. You can pretty much say whatever you want these days because nobody holds you accountable and next year when the robots don't come to life you blame it on something irrelevant and reiterate that the robots are close to coming to life. All smoke and mirrors. This is what happens when you open up investing to an uninformed majority.

That’s fair. The R5 is a bit of a special case though, I think it’s supposed to be more of a nostalgia bait thing for people. It’s only just come out too. Looks lovely though. I was thinking more along the lines of Renault Zoe, Peugeot e-208, Fiat 500e, etc. All of those sold well in Europe. I definitely feel there’s a gap in Tesla’s product range, where the Model 3 is too big or expensive for people.

This is also like saying “Apple Wants Out of the Phone Business” 10~ years ago.

We do know that model doesn't have a long term shelf life, at least for popular appeal

It has the potential shelf life of decades. I don't think you have the full impactions of the current model in that the key parts are very rational given the parameters. The part you seem to be discounting is the massive inflows of capital to spend on the stock. Where's the money commings from you probably will ask. Thanks to Elon and his friends it's tied into most index funds and plenty of other investment vehicles, there is a constant inflow of cash to the stock. Regardless of how much stock they give to Elon to sell for cash, no matter how much the company issues for their own operations as long as they stay linked to index funds in particular, there always will be buyers. And if the amount of available stock is fixed or goes up slowly the price will climb under basic economics of supply and demand. The company doesn't need to be profitable or make anything all it needs to do is stay listed and the money will come in to the stock

Fair point about that. The rise of passive investing has truly become an exploited model. I've seen that exploited in various exchanges with an S&P tracking it. We really need those rules tweaked. But usually economic downturns reveal these kind of scams anyhow. We just need one. But we're in a number of bubbles and I think SV will be out of hypergrowth ideas if they can't get AI profitable. At some point greed takes over, see the leverage Elon has tied to his stock (will need to double check if that has been bought out actually).

I figure if Elon and friends can unload most if not all the business at a break even point the company could continue with no business outside of selling stock. It's not something the government will stop or Wall Street as it's in both best interest to keep people pumping money into the system so it appears that there is plenty of paper gains in price that nobody important says anything. If I had to come up with a strategy to make money with Tesla stock it would be to buy any dip in price as the price will at minimum recover. A no loss situation is all but assured as well as long term gains.

Tesla wants out of their only profitable business.

Or worse, being a Tesla employee. They may want out of their only profitable business, if this is not a red flag, I don’t know what it is.

I think these kind of schemes are detrimental and by any measures a government not corrupted by the scheme should want it closed. Money should flow to companies with productive and meaningful outputs. Though the current government is headed by a conman so on that point I'd say it's probably not. I see your point but at some point these things collapse, each time that happens you'd be making a gamble, however safe it might perceivably be, that it'll end up like the last pump. And absolutely there is after hours pumping and other strategies going on exploiting it. Which means it's being played by others. You'd probably justify it in saying your probably a small enough fish to make it out with the big ones. I guess that's the rationale but there is clearly a metric tonne of absolute dumb money along with the forced index buying too.

Selling EV now becomes no profits. You can buy 4 door BYD Seagull at about US$8,000 in China. Tesla cannot compete with Chinese brands not in China but everywhere. Elon better sell robots than cars. I read Tesla robot is set price $600,000 each. That is good profit.

> TSLA has to proof they can compensate the loss of all the established revenues (cars, carbon credits) with new ones (robotaxi, optimus). The problem is - they don't. Market value can be entirely perception based, and almost always is when it's heavily forward looking. Tech companies are often an example of this. New companies spring up, craft some new product/tool/service and then either IPO (less so nowadays, for sure) or are purchased for an outrageous value. >And they need to do it fast… They only need to do it before the majority of those holding the stock come to their senses, which may never happen, given the current situation. They're building a huge house of cards, but as long as the house isn't jostled too much, it won't fall.

> They do sell cool cars. Really? "Cool"? There are a dozen manufacturers making better cars. And now those companies are selling more cars. >So it can’t be a total scam. You have any idea how many pet rocks were sold? About 1.5 million in the first, at roughly $4 each. All back in 1975 when $6m gross was a TON of money. Selling a lot of something doesn't make it not a scam. Making money at something doesn't make it not a scam.

>With their AR/VR glasses being a bust What everyone doesn't seem to realize (including apparently Apple and Google) is that the hardware for AR/VR is seriously secondary to the software. I'd love a pair of AR glasses - but the current ones are more or less useless. > With their AR/VR glasses being a bust I do wonder if they'd buy Tesla and the infastruc sure and just integrate it with Apple and rebrand it? What part (parts?) of Tesla do you imagine Apple would want? The poor build quality manufacturing processes? The Full Self Drive that doesn't self drive? The poor quality interior materials? The boring body styling (though, I admit this is subjective)? What about the lawsuits, does Apple want them? What about the bad will around the globe? What about the CyberTruck - a literal dumpster fire? Apple put enough effort into autonomous driving to determine that it's not a trivial to solve problem and decided to write it all off an walk away. I assume part of that was a realization that to make a vehicle that would meet their standards would be hugely cost prohibitive.

> With Trump gutting all of the electric subsidies and potentially the charging subsidies that alone makes Tesla potentially attractive domestically. Attractive for what? If someone wanted to buy a car company, there are much better ones out there at a much lower price.

Shorting TSLA is like betting against the Catholic church. It's like waiting to swoop in and snap up the church's real estate, on the basis that - c'mon this whole blood in the wine, body in the cookie thing can't be real so..surely just a matter of time before the followers realize and the whole thing comes tumbling down, right? ... right?

At least car buyers and Tesla are on the same page now.

Elon: *Drives Tesla’s brand into the ground* Elon: I don’t care about cars anymore. Tesla: *offers Elon a trillion dollars*

Better at developing the fundamentals of a car?! My 2014 Tesla is way better than most new American legacy cars stop the lies lol.

”Another huge scandal about priests sexually assaulting kids was just revealed, the church knew about it and covered it up for 30 years. This should mean they loose followers, right? Nope, 100 million more just joined.”

I don't think they want out... They're being pushed out

"Now, imagine how good Teslas could be if Musk apparently wasn’t so bored with making them." So more things like cybertruck?

> The problem is - they don't. Market value can be entirely perception based, and almost always is when it's heavily forward looking. Tech companies are often an example of this The problem with this comparison is that Tesla is not a tech company, they are a car company, an industry with long lead times and significant costs. Enron didn't have the cost of multiple giant factories all losing money. They could also spin out new fiancial products pretty quickly, Tesla can't do that, at least not at scale, just daft perfume and belt buckles for cult members.

I feel similarly

Lol, go ahead bud , short it.. screenshot your position and post it here... make sure you go very very big!!

Yes, IMAGINE having 18,000% returns in onky 15 years. Lol LOL LMAO LOL. 🤣 😆 😂 😅 LOL. IMAGINE THAT!! Are you imagining?? Cause i don't have to. LOL LMAO LOL 😆 🤣 😂

Yes, do it, short the fuck out of it, you will be rich!! Bet it all!

Where were you four days ago? And whats with all the negative voices coming out at the same time? Were you hired to go chase negative TSLA views across the internet?

Lol, yes, i am one of elons optimus bots, sent to destory your bad vibes... blahah...

Where were you 14 years ago when the tesla had a 3 billion valuation?

Tesla was always a car company that convinced Wall Street it was a tech company. Its valuation was based on its first mover creditability, and the belief it would build up a near monopoly in the EV vehicle space. Well, both the Chinese and traditional car companies have proven that they can quickly tool up and catch up to Tesla’s innovation. So no EV monopoly. Now Wall Street is trying to cover its bets by hoping Tesla will achieve success with Ai and human robots. I’m sure they’ll justify the stock price using those vaporware products for at least the next half decade.

👍

Get to shorting!! Post screenshot of your massive short position!! Lambo soon!!

They will get their wish eventually, but I don't fuck with options because I've learned that cultists can stay irrational longer than I can stay solvent.

It failed to mention almost anything critical about Tesla or Musk…. He starts by gushing about how much better Teslas are than any other electric vehicle (which is bullshit).. author is clearly a fanboy.

Apple will buy Tesla for $20 billion.

Enron would be like Tesla including future FSD revenues in their income statement.

Elon shouldve been in the train business from the jump.

I read somewhere recently that Tesla’s main product is its stock price. Funny and accurate.

I read somewhere recently that Tesla’s main product is its stock price. Funny and accurate.

Now there is a great comment.

”I know more about Labubu’s than anybody else in history”