archigoel
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archigoel

*ahem...you know that this is LG bolt? Every major component is imported from LG (Battery, motors, drivetrain)? This allows GM to quickly build the car (since they didnt have to have lot of capex), but will bite them when Model 3 is available in volumes.
Tesla’ wants vertical integration of most components, which is

Simple because the competition is “well-established” in the old model. They sell via dealers, so cant replicate Tesla’s sales model.
They service via a dealer, so can’t replicate Tesla’s service model.
They have sunk capex costs for ICE factories, so try to optimize them for EV, rather then building from the ground up.
T

Tesla repaid its loan years earlier. Govt lost about $10 billion on GM. Done know how much was lost on Ford loan.

People worship (yes, that’s the word)...because he is a “BIG” man, in a sense that he has “audacity” to think he can solve most fundamental problems of humanity (Sustainable transport, Space Faring civilization, AI threat, Traffic Jams).......and then proceeds to tackle then, and even achieve amazing results.

Having

Why, because they missed target for 2-3 months. This happens with all automakers, but as Tesla is in the spotlight, you feel they are especially bad.

BTW, their ramp up is still the fastest compared to other manufacturers (which no News outlet will show)

No, govt gives a rebate on your outstanding tax, doesn’t pay you money.This is available to all manufacturers, BTW.

Tesla’s aim was always to make the mass market car, because you can’t have sustainable transport for masses with 100,000 K cars.

No, by 2019 Tesla would have a 500,000 capacity and own its own Sales, Service, Charging with vertically integrated manufacturing. It would be very challenging for others to compete with Tesla model.

Ya, Same private for-profit Boeing which used to charge $400 million for Space launch, till Space X came and did for $80 million. The Same company which increases the cost of any project it has for max profit....and ask for tarrifs when faces competition from Canada.

Your oil is inherently subsidized. So is Ford and GM, at much higher levels then Tesla. This is common knowledge, so why are you choosing the smallest player for your “principled” attacks?

Hyped? Tesla does 0 advertising. If a simple tweet is “overhyping” for you, then what would normal ad’s do for you...?

The only Car for the Apocalypse is a Tesla. Why? Let’s see:

Hyperloop is flawed, but if combined with cheap tunnels (Boring Company) they become practical. Underground Hyperloop addresses the majority of technical issues.

Union organizers will never agree with him. But he needs to demonstrate to all others that unions are lying. Tesla already had very low accident rate for 1st quarter, and explicit focus by CEO will improve the situation.

Do you see any actions he is doing to create a “CULT” in normal sense? If people are following him, maybe it’ due to his amazing achievements and vision.

Do think on it.

Im am not sure if you and I are reading the same thing.The letter says that Elon will perform the task for himself to understand the problem.

My god, are you for real? Tesla is a money losing enterprise, which means they lose money on each car sold. This will change in future, but for now, Tesla is fighting for its life.