Tesla 2023


I congratulated the presenter on X for coming around to the CT as I have. He was being trashed by the Musk groupies for having not believed the CT could even be built.

From my perspective and after hating the thing, I've come around to see that the CT is about the novel tech that was crammed in there. It's the future here today wrapped in an ugly but instantly recognized product.

48v electric architecture
Steer by wire
Pneumatic suspension
Stainless steel exoskeleton
3 motors set up
Speed, pull, lift, etc..

These technologies don't exist in pick up trucks today. Elon Musk (credit where credit is due) has moved the expectation bar forward and all the stagnant manufacturers will now be scrambling to implement these techs in their vehicles to stay relevant.
It's not an impossible task, but with unions swaying any and all decisions, it's going to be slow and costly.

Well put.
 
....
Should anyone outside engineers care? Only if it adds value to the truck.
Then more importantly, only if the buying public also cares.

Cutting edge technology in an ugly, quirky, impractical package is still ...... an u...
 
Early day ... of the CyberTruck I guess you mean?

So what's the consensus for how many Tesla might sell?

I came across a questionable website suggesting 50,000/year, which supposedly was a Morgan Stanley report with a drastically reduced projection from the 1.6mil preorders.

I have no idea but doubt it will do much to their overall margins which as I've said time and again are what really matter.
You love your margins until we talk Tesla and suddenly it's a juggle of operating, vs gross vs GAAP vs whatever suits your hatin'.

No one I've read suggests the CT is profitable and only volume production will determine that. I personally don't expect the CT to sell more than the S or even the X but at some point, 2, 3, 4 years from now the line will be profitable at least at US general car manufacturing levels. And every CT sold is one less pick up truck from the big 3.
 
You love your margins until we talk Tesla and suddenly it's a juggle of operating, vs gross vs GAAP vs whatever suits your hatin'.

No one I've read suggests the CT is profitable and only volume production will determine that. I personally don't expect the CT to sell more than the S or even the X but at some point, 2, 3, 4 years from now the line will be profitable at least at US general car manufacturing levels. And every CT sold is one less pick up truck from the big 3.

And a bit more data in the super computer.
 
You love your margins until we talk Tesla and suddenly it's a juggle of operating, vs gross vs GAAP vs whatever suits your hatin'.

No one I've read suggests the CT is profitable and only volume production will determine that. I personally don't expect the CT to sell more than the S or even the X but at some point, 2, 3, 4 years from now the line will be profitable at least at US general car manufacturing levels. And every CT sold is one less pick up truck from the big 3.
WTF are you babbling about. Margins period. I've never mentioned "gross vs GAAP vs whatever suits your hatin'".

But above even margins is price and on my TSLA chart price it still shows as down $170 belooooow ATH.

Something like 12 trading days left till EOY and your $300 target being reached. Still very confident of that hmmmm? Or am I hatin' for askin'?
 
WTF are you babbling about. Margins period. I've never mentioned "gross vs GAAP vs whatever suits your hatin'".

But above even margins is price and on my TSLA chart price it still shows as down $170 belooooow ATH.

Something like 12 trading days left till EOY and your $300 target being reached. Still very confident of that hmmmm? Or am I hatin' for askin'?
Repeating yourself doesn't make my original replies invalid. Just check back a few posts on where I disproved your hatin' margin obsessions.

The same goes with your ATH obsession. Again, as previously requested, show me any auto manufacturer that has beat their 3 years old or so ATH....

Will TSLA hit 300 this year? Yeah, sure.
 
Damodaran did a valuation at $180 a month ago. With the VIX at 12.35 I am looking for things to short if we can get some lift in the price on TSLA this week. $250 I will consider it but we will see how this week goes.
My goal for 2024 is to build something with TSLA and PLTR options data to start.

I actually like the cybertruck design just in terms of daring although I would never buy one even at a reasonable price. To me, it looks like something that will be a collectors item someday. If anything, it seems like a giant opportunity cost of what they could have done with the capital and man power. It has to be a very niche market. I think of my ex wife who although she loved modernism in design, there is no way she would have agreed to buying a cybertruck. It really might be the all time, ultimate douchebag symbol. I don't know how it could even be topped unless they come out with a neon green model.
 
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Repeating yourself doesn't make my original replies invalid. Just check back a few posts on where I disproved your hatin' margin obsessions.

The same goes with your ATH obsession. Again, as previously requested, show me any auto manufacturer that has beat their 3 years old or so ATH....

Will TSLA hit 300 this year? Yeah, sure.
Haha so you were the one who said "gross vs GAAP vs whatever suits your hatin'".

That clears that up. As well as now this:-

Will TSLA hit 300 this year? Yeah, sure.

21 days and counting.
 

My take on the video... Munro (like Musk) is an engineer who was never meant to speak in public and suck at it. But he knows his stuff and in time will take the CT apart and explain why it is beyond what anyone else is doing.

Should anyone outside engineers care? Only if it adds value to the truck.
He's quite a biased simp but do enjoy his teardowns

Then more importantly, only if the buying public also cares.

Cutting edge technology in an ugly, quirky, impractical package is still ...... an u...
betamax has exited the chat
 
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