Official TESLA Tanking Thread

23,255 Views | 362 Replies | Last: 4 days ago by wifeisafurd
oski003
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DiabloWags said:

movielover said:

The stock VallejoWags is shorting?




WRONG AGAIN.
ARE YOU RELATED TO OSKI BY ANY CHANCE?

$5 Billion in purchases by Berkshire were made in DR Horton, Lennar, Nucor, and United Health.




Do you still think Dallas is as dangerous as DC or was that just a thought you posted coming out of an Alzheimer's episode?
DiabloWags
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Cal88 said:

She's predicting a market cap of $8 trillion for Tesla 5 years from now. I don't see that, by then the self-driving tech will be a commodity,cheaper than a sunroof or a good car stereo system.


Excellent post.
movielover
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How about China's cheap EV cars.
Cal88
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oski003 said:

Cal88 said:

She's predicting a market cap of $8 trillion for Tesla 5 years from now. I don't see that, by then the self-driving tech will be a commodity, cheaper than a sunroof or a good car stereo system.


Why? A Waymo car now costs over 100K to set up. Tesla will be first to market at an affordable price and dominates EV charging.




"BYD just announced "Gods Eye" their ADAS system. It will come in 3 different levels (DiPilot-100 - HNOA support, no Lidar DiPilot-300 - CNOA support + 1 Lidar DiPilot-600 - L3 h/w + multi Lidar), and the price of vehicles will not be increased, so their ADAS is technically FREE!!

Even BYD's lowest priced models (approx $10,000 USD) will get assisted driving tech. BYD are building their own data centre, and have 500+ engineers working on ADAS. One reason that BYD can do this is all the sensors they are using, which are industry leading are produced in house by BYD. BYD were behind in ADAS, it appears this has been resolved!!!

This will put more pressure on Tesla in the Chinese market too, as currently ADAS is not available on Tesla's in China. Compared to what BYD are now offering Tesla looks very overpriced for what you get."

movielover
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I'm told the BYD EV fork lifts require constant charges and drop staff efficiency.
oski003
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Cal88 said:

oski003 said:

Cal88 said:

She's predicting a market cap of $8 trillion for Tesla 5 years from now. I don't see that, by then the self-driving tech will be a commodity, cheaper than a sunroof or a good car stereo system.


Why? A Waymo car now costs over 100K to set up. Tesla will be first to market at an affordable price and dominates EV charging.




"BYD just announced "Gods Eye" their ADAS system. It will come in 3 different levels (DiPilot-100 - HNOA support, no Lidar DiPilot-300 - CNOA support + 1 Lidar DiPilot-600 - L3 h/w + multi Lidar), and the price of vehicles will not be increased, so their ADAS is technically FREE!!

Even BYD's lowest priced models (approx $10,000 USD) will get assisted driving tech. BYD are building their own data centre, and have 500+ engineers working on ADAS. One reason that BYD can do this is all the sensors they are using, which are industry leading are produced in house by BYD. BYD were behind in ADAS, it appears this has been resolved!!!

This will put more pressure on Tesla in the Chinese market too, as currently ADAS is not available on Tesla's in China. Compared to what BYD are now offering Tesla looks very overpriced for what you get."




A lot of hoopla over a driver assistance system. Yawn.
DiabloWags
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Cal88 said:



This will put more pressure on Tesla in the Chinese market too, as currently ADAS is not available on Tesla's in China. Compared to what BYD are now offering Tesla looks very overpriced for what you get."



Yup.

But hey, a woman that rode every medical diagnostic company down to zero .... is saying TESLA is gonna have an $8 Trillion market cap.

Lmfao.

concordtom
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China, not afraid to compete.
USA? Terrified of it!


concordtom
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See the above
Cal88
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wifeisafurd
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movielover said:

How about China's cheap EV cars.


Chinese EV cars will never will be sold in the US. The EU it is more complicated, but EU consumers are increasingly purchasing hybrids, while EV sales are rather mixed, a lot of that dealing with consumer preferences and the lack of infrastructure build out for EVs. The EU currently wants to ban selling hybrids and non-electric cars in 2035, But the EU is rethinking what to do with plug-in hybrids and is considering eliminating any restrictions on those cars due to their popularity and fuel efficiency. Chinese manufactures are purportedly moving toward plug-in hybrids as well if you believe AI. due to less infrastructure costs.

Cal88
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wifeisafurd said:

movielover said:

How about China's cheap EV cars.


Chinese EV cars will never will be sold in the US. The EU it is more complicated, but EU consumers are increasingly purchasing hybrids, while EV sales are rather mixed, a lot of that dealing with consumer preferences and the lack of infrastructure build out for EVs. The EU currently wants to ban selling hybrids and non-electric cars in 2035, But the EU is rethinking what to do with plug-in hybrids and is considering eliminating any restrictions on those cars due to their popularity and fuel efficiency. Chinese manufactures are purportedly moving toward plug-in hybrids as well if you believe AI. due to less infrastructure costs.



Bold part - That would be purely on political grounds, as Chinese EVs are doing very well in open markets like Brazil or Australia.
wifeisafurd
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Cal88 said:

wifeisafurd said:

movielover said:

How about China's cheap EV cars.


Chinese EV cars will never will be sold in the US. The EU it is more complicated, but EU consumers are increasingly purchasing hybrids, while EV sales are rather mixed, a lot of that dealing with consumer preferences and the lack of infrastructure build out for EVs. The EU currently wants to ban selling hybrids and non-electric cars in 2035, But the EU is rethinking what to do with plug-in hybrids and is considering eliminating any restrictions on those cars due to their popularity and fuel efficiency. Chinese manufactures are purportedly moving toward plug-in hybrids as well if you believe AI. due to less infrastructure costs.



Bold part - That would be purely on political grounds, as Chinese EVs are doing very well in open markets like Brazil or Australia.

Because they are doing so well is why you will never see them in the US. The Chinese government underwrites most R&D costs, and other expenses, which makes the car available at costs domestic US companies can't compete. They would simply obloteate the domestic car companies like Tesla. The reason Chinese EV sales have topped out in the EU is that the market appears to be changing against EVs towards hybrids. China is responding by expanding its hybrid manufacturing.
 
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