Tesla is Finished

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Medaggie
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11:53a, 2/15/23
I think anyone who thinks Tsla is finished has been proven blatantly wrong.

Currently Tsla has about 28% margin making roughly 15K off each car sold. Almost every car maker not chinese loses money. Ford goal is to be EV profitable in 2026. They may not survive til then.

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fka ftc
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In reply to Medaggie • 12:01p, 2/15/23
Medaggie said:
I think anyone who thinks Tsla is finished has been proven blatantly wrong.

Currently Tsla has about 28% margin making roughly 15K off each car sold. Almost every car maker not chinese loses money. Ford goal is to be EV profitable in 2026. They may not survive til then.

I hope you realize that financial reporting standards in a communist dictatorship may not be same as we have in the US.

The only money China makes is what we pay them in interest on our debt they hold and through our ****ty tech companies outsourcing all the manufacture to China.
"The absence of the word accountability is not the same as wanting no accountability" -unknown

"You can never go wrong by staying silent if there is nothing apt to say" -Walter Isaacson
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ravingfans
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In reply to aggievaulter07 • 2:36p, 2/15/23
AG
Quote:
I haven't checked this thread in a few hours.

Is Tesla still finished??


It was until your post--way to go...
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Sq4fish83
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In reply to aggievaulter07 • 8:32a, 2/16/23
AG
aggievaulter07 said:
I haven't checked this thread in a few hours.

Is Tesla still finished??

No, but your credibility is
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hph6203
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In reply to fka ftc • 8:48a, 2/16/23
AG
The point of that post was to say that other auto manufacturers aren't making money off of EVs and Tesla is making substantial money off of them, not to praise the Chinese automakers.

Even if their financials are accurate, the Chinese automakers' margins on EVs are in the low single digits.

In other words if Tesla starts having trouble selling their vehicles at the current prices, they can drop prices and regain their growth trajectory.
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Medaggie
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9:06a, 2/16/23
This thread prob needs to die. It looks many states will follow Cali and countries follow EU. After russia made a big deal out of gas/oil, EV is going to win out regardless if it makes sense. Way too much political capital not to push for EV/"clean energy"
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fka ftc
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In reply to Medaggie • 9:10a, 2/16/23
Medaggie said:
This thread prob needs to die. It looks many states will follow Cali and countries follow EU. After russia made a big deal out of gas/oil, EV is going to win out regardless if it makes sense. Way too much political capital not to push for EV/"clean energy"


Well thank god this is all buttoned up. Let's put this EV debate to bed once and for all.

Just agree with me that EVs will settle out at about 20-25% market share and we can call it a day. Deal?
"The absence of the word accountability is not the same as wanting no accountability" -unknown

"You can never go wrong by staying silent if there is nothing apt to say" -Walter Isaacson
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AustinScubaAg
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In reply to Ag with kids • 9:51a, 2/16/23
AG
Ag with kids said:
smitshot said:
Ag with kids said:
Medaggie said:
This is multifactorial and essentially the perfect environment for EVs esp Tesla

1. Tesla started in California
2. High income state
3. Weather best for range
4. Cal mandates for EV conversion including businesses
5. High gas prices
6. Superchargers everywhere
7. Affluent young who are techies
8. High population concentrated in large cities thus most drive locally

So...we can't apply that model of customer base and infrastructure to the rest of the country?
Good grief. He's saying the "perfect" model. Tesla's are being sold out everywhere on the planet except the Sahara desert and maybe northern Arkansas. If you move to one of those areas then maybe you can avoid ever hearing about or seeing an EV again.
Again...CA bought almost HALF of the EVs in the US. So, he explained why it worked for CALIFORNIA.

But, I was being a little smartass about how that model doesn't extend to the other 49 states...

How many ****ing times do I have to tell you people that I don't care if EVs get sold? I'm an engineer and I love cool tech. So, I'm not against them. I work with UAS and will be doing a lot of work with AAM. Many of those AAM UAS are EVs. Hell, all but one of our UAS platform is an EV.

However, every time anyone mentions some roadblock to EV adoption, the EV folks on here Poo Poo those roadblocks and handwave them away as if that's how **** works in the real world.

There are REAL issues that will hamper adoption. Until the EV folks actually accept they exist, I just shake my head because they're being myopic.
There are two other factors he miss

1. Tax credits both federal (up to $7500) and CA state ($2000 to $7500 currently)
2. EVs gain access to HOV lanes for single occupancy vehicles (I know many techies the bought an EV solely to save on commute time)

In CA almost all of the profit for selling a Tesla comes from the tax payers not the buyer.
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techno-ag
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12:48p, 2/16/23
AG
Recalling 300,000 cars!

Trump will fix it.
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hph6203
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In reply to AustinScubaAg • 1:59p, 2/16/23
AG
Tesla, on their earnings reports for the last 3 years, has not been eligible for the $7500 tax credit. So no. Not even remotely close to all or even the majority of their profitability has been on the back of tax payers.
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BigRobSA
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2:02p, 2/16/23
Maybe, if we hadn't taken away the credit, they'd still be around.
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aggievaulter07
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In reply to techno-ag • 2:12p, 2/16/23
AG
techno-ag said:
Recalling 300,000 cars!



lol. Lemme guess… they're probably issuing a software update to fix the "recall".

I'm having to guess because you didn't share a link, and I'm too lazy to google what is probably a nothing-burger.
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techno-ag
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In reply to aggievaulter07 • 2:20p, 2/16/23
AG
aggievaulter07 said:
techno-ag said:
Recalling 300,000 cars!



lol. Lemme guess… they're probably issuing a software update to fix the "recall".

I'm having to guess because you didn't share a link, and I'm too lazy to google what is probably a nothing-burger.
LOL. Obviously you are a denier of some sort, a Tesla owner and a concerned moderate to boot.

Good day to you, sir or madam.
Trump will fix it.
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aggievaulter07
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2:25p, 2/16/23
AG


Looks like Tesla isn't finished…

…building out their supercharger network.
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aggievaulter07
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In reply to techno-ag • 2:28p, 2/16/23
AG
You've got me right where you want me because I can't get a read on what you're trying to say. lol. Especially what I might be a denier of, exactly.

But, Good Day to you as well!
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techno-ag
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In reply to aggievaulter07 • 2:30p, 2/16/23
hph6203
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In reply to aggievaulter07 • 2:30p, 2/16/23
AG
Yes. It's a software update. Meanwhile Dodge is recalling 306,000 vehicles today for actual physical hardware that could start a fire. Diesel must be code for electric since only EVs catch on fire.

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aggievaulter07
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In reply to hph6203 • 2:33p, 2/16/23
AG
Awesome. Thanks for confirming my suspicion, Good Sir. Doing the Lord's Work
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aggievaulter07
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In reply to techno-ag • 2:35p, 2/16/23
AG
I couldn't blue star your post that was just an emoji, so I blue starred this one.
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aggievaulter07
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2:55p, 2/16/23
AG
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GAC06
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In reply to techno-ag • 3:16p, 2/16/23
AG
techno-ag said:
aggievaulter07 said:
techno-ag said:
Recalling 300,000 cars!



lol. Lemme guess… they're probably issuing a software update to fix the "recall".

I'm having to guess because you didn't share a link, and I'm too lazy to google what is probably a nothing-burger.
LOL. Obviously you are a denier of some sort, a Tesla owner and a concerned moderate to boot.

Good day to you, sir or madam.


Or… he's exactly right. Ouch.
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LMCane
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3:18p, 2/16/23
Ford is awful

but they are now claiming they will sell TWO MILLION EV pickup trucks in the next few years

because F150 owners for sure want to trade those in for electric vehicles

what am I missing here?!?
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aggievaulter07
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4:00p, 2/16/23
AG
Since this is REALY the politics board, and not the investing board... for all the folks that think Elon is a right-wing hero who voted for Trump....

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aggievaulter07
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In reply to GAC06 • 4:02p, 2/16/23
AG
GAC06 said:
techno-ag said:
aggievaulter07 said:
techno-ag said:
Recalling 300,000 cars!



lol. Lemme guess… they're probably issuing a software update to fix the "recall".

I'm having to guess because you didn't share a link, and I'm too lazy to google what is probably a nothing-burger.
LOL. Obviously you are a denier of some sort, a Tesla owner and a concerned moderate to boot.

Good day to you, sir or madam.


Or… he's exactly right. Ouch.
Yup...

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Medaggie
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6:07p, 2/16/23
Musk squashed some left thinking and they label him a right wing conservative. he is far from right wing or conservative.
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hph6203
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In reply to LMCane • 6:55p, 2/16/23
AG
For contractors, the F-150 Lightning is pretty badass. For a farm truck, it is not. For people that do not do either and enjoy driving a truck it is likewise pretty good.
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sam callahan
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7:03p, 2/16/23
For campers it sucks balls.
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BigRobSA
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In reply to aggievaulter07 • 7:10p, 2/16/23
aggievaulter07 said:
GAC06 said:
techno-ag said:
aggievaulter07 said:
techno-ag said:
Recalling 300,000 cars!



lol. Lemme guess… they're probably issuing a software update to fix the "recall".

I'm having to guess because you didn't share a link, and I'm too lazy to google what is probably a nothing-burger.
LOL. Obviously you are a denier of some sort, a Tesla owner and a concerned moderate to boot.

Good day to you, sir or madam.


Or… he's exactly right. Ouch.
Yup...




Those are normally "TSB"s.
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aggievaulter07
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In reply to sam callahan • 8:09p, 2/16/23
AG
sam callahan said:
For campers it sucks balls.


Worse than gas trucks with no power outlets, etc?
(Slightly snarky, but mostly serious & curious question)
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GAC06
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In reply to aggievaulter07 • 8:59p, 2/16/23
AG
Range and ability to tow are deal breakers for most campers
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ravingfans
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In reply to sam callahan • 9:15p, 2/16/23
AG
sam callahan said:
For campers it sucks balls.


Just put a good capacity generator in the bed and bring plenty of Jerry-Cans to cover your range requirements...
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agdoc2001
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In reply to aggievaulter07 • 9:18p, 2/16/23
AG
Tons of new gas trucks have outlets in the bed now btw
No material on this site is intended to be a substitute for professional medical advice, diagnosis or treatment. See full Medical Disclaimer.
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aggievaulter07
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In reply to GAC06 • 6:05a, 2/17/23
AG
GAC06 said:
Range and ability to tow are deal breakers for most campers


I brain farted and wasn't even thinking about travel trailers regarding camping. lol
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aggievaulter07
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6:11a, 2/17/23
AG
I don't think anyone in here has tried to make the case that EVs are for everybody and every use case.

But I do think that the hardcore anti-EV folks tend to zero in on THEIR use cases and forget that the vast VAST majority of people are just on-road regional commuters. Heck, that's even true within the pickup truck sector.

For those people, even current battery/EV technology is a perfectly suitable, if not preferred option, assuming the purchase price of these vehicles can come down to include more of these buyers' budgets.
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fka ftc
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1:00p, 2/17/23
Tesla may not be finished but EV batteries made from Lithium ion batteries are a problem. 200+ incidents last year (through Nov 22) resulting in nearly 20 deaths.

That is a kill rate 10 times that of COVID (see, I can do math too).

EVs are a clear and present danger, a national health emergency, and no face coverings will prevent children of color from being lexecuted in higher numbers due to poor investment in inner city super chargers.
"The absence of the word accountability is not the same as wanting no accountability" -unknown

"You can never go wrong by staying silent if there is nothing apt to say" -Walter Isaacson
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