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It’s no more or less relevant than yours, actually. But I have a list of problems with the Cybertruck as long as my arm backing mine up. What you have appears to be “but other car makers scaled back some!”


They will. And Cybertruck will fail. It’s already a flop and it’s going to drag the whole company down with it. You think the lunatic who destroyed Twitter is competent to save a struggling EV company. I don’t.
Cyber truck is a flop? It probably would take 2-3 years for waitlist to be cleared. They can’t build enough to ship.
 
So what that “most people” will buy ICE and hybrid in the short term, that is neither here not there? What is relevant however, is how Tesla does in the next few years. I don’t have a crystal ball but the cybertruck could be the sleeper you believe won’t happen.

It is relevant since it’s central to YOUR argument and tends to completely disprove it.

And Cybertruck is a sad joke that is already a failure.
 
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Cyber truck is a flop? It probably would take 2-3 years for waitlist to be cleared. They can’t build enough to ship.

Analysts believe that Tesla is constraining production to create the impression of demand.

 
It is relevant since it’s central to YOUR argument and tends to completely disprove it.

And Cybertruck is a sad joke that is already a failure.
Nope the alphabet of car acronyms the legacy automakers produce is not relevant. Your “opinion” about cybertruck doesn’t change that Tesla is ramping up production. You don’t know the margins (as don’t I) and you are certainly welcome to your opinion of the cyber truck, but it’s probably not reality.
 
The first TM3s had a list of problems as well. And now it’s a best seller. I can provide a list of luxury automakers with models that have had issues. So what? And yes what I have about the legacy automakers (possibly except for Volvo) scaling back, because it is big news. (Even if you don’t think it is)

Whether people believe “X’ is “dragged down” or not is up for debate, there is no metric. Now that it is a private company.

I think that “lunatic” knows what he is doing.

The problem here is that you’re clearly a fan of Elon Musk and it’s (in my opinion) clouding your opinion.
 
Nope the alphabet of car acronyms the legacy automakers produce is not relevant. Your “opinion” about cybertruck doesn’t change that Tesla is ramping up production. You don’t know the margins (as don’t I) and you are certainly welcome to your opinion of the cyber truck, but it’s probably not reality.

Dull, rote dismissal of valid points you disagree with is not a compelling rebuttal.









But yeah. It’s a wild hit that will destroy mega companies like Ford, Toyota and VW.
 
Dull, rote dismissal of valid points you disagree with is not a compelling rebuttal.









But yeah. It’s a wild hit that will destroy mega companies like Ford, Toyota and VW.
Those points are not relevant. The Lexus GX5** was a lemon out of the gate years ago. Your point about early issues has nothing to do my argument about Teslas ability to fix those issues and ramp up production. The fact that analyst believes that Tesla is playing game to drum up interest is hilarious. That you have a negative opinion of the cybertruck and/or tesla is not relevant — there are many that do and hate Tesla for being successful in the BEV market.

Edit: While I have discussed early adopter issues with the cybertruck they are central to your “argument” of Teslas failures, while I’m saying Tesla will streamline and ramp up it’s production and the product will ultimately be successful.
 
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Those points are not relevant. The Lexus GX5** was a lemon out of the gate years ago. Your point about early issues has nothing to do my argument about Teslas ability to fix those issues and ramp up production. The fact that analyst believes that Tesla is playing game to drum up interest is hilarious.

They are relevant. Your instant rejection of them without even cursory examination of the content is a tell.
 
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They are relevant. Your instant rejection of them without even cursory examination of the content is a tell.
I guess we have covered all the bases of this “debate”. It seems your in the camp everything on the internet must be true. And there is nothing wrong with that. Believe what you want.

I believe cybertruck and Tesla will be successful in the future. a lot of what is posted on the internet should be called “TeslaRumors”.

And if you read your own source, 1.8 million deposits on the cyber truck. That doesn’t seem like a failure to me.
 
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That's great. The thing about the credits is as the go away Tesla is either going to have to cut prices or lose sales. Price cuts are great but that hurts the resale value of used ones, rising the TCO.
Just to point out that was the same argument back when the old rebate system was in place and Tesla sold more cars without that rebate being available.
 
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Ford (am GM) is losing money on its battery electric vehicle business. The losses were big enough so they decided to retrench.

I don’t claim that Tesla had a smooth sailing to get its cybertruck production to where it is. Obviously it was vaporware for years. But at this point in time Tesla is making a profit.

Tesla is losing money on its cybertruck business. I don't claim Ford or GM had a smooth sailing to get their EV production to where it is but at this point in time Ford and GM are making larger profits than Tesla.
 
It seems your in the camp everything on the internet must be true.

Oh, brother. What a whopper that is.

No, I don’t believe everything on the internet. That’s the kind of crack a person makes who didn’t examine the evidence offered because he has zero confidence that his argument holds together.
 
It seems your in the camp everything on the internet must be true. And there is nothing wrong with that. Believe what you want.
You seem to be in the camp that even what Elon Musk says in an investor call is false if it contradicts what you want to believe.


And if you read your own source, 1.8 million deposits on the cyber truck. That doesn’t seem like a failure to me.

1.8 million refundable $100 reservations to get a seat on the hypetrain. Do we have any accounting for how many of those are being refunded? Do we know how many people just wrote off the $100 as not worth the effort to recoup? Since Tesla can't actually fulfill those orders, we have no idea how many of them are actually real. Again, its good marketing, but poor execution.

Cybertruck is a failure by many of the metrics Tesla themselves laid out. It delivered late, over price targets, and is ramping slowly. It's plagued by quality and performance issues and there's no clear path to sales outside North America.

That doesn't make the cybertruck a less interesting vehicle. I also thought the Plymouth Prowler was an interesting car to release and it was also seen mostly as a failure.

And who knows, maybe this all turns around and we eventually have roads full of millions of $100,000 stainless steel roided DeLoreans, but if you're going to live by your own rules, this is 2024 and at this moment in time the cybertruck is a failure.
 
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Tesla is losing money on its cybertruck business. I don't claim Ford or GM had a smooth sailing to get their EV production to where it is but at this point in time Ford and GM are making larger profits than Tesla.
You are the one comparing a company with an ICE and EV (losing money) business to Tesla. It's no secret that both GM and Ford have startup issues in their EV businesses an are losing money in those segments. The Chevy Blazer EV got panned in reviews. Tesla is not losing money in their EV business. They may have ramp up issues with the cybertruck. I wouldn't expect any less from a groundbreaking vehicle, but as a company they are not losing money. Tesla is not the only one that can have startup issues with new vehicles.
 
Oh, brother. What a whopper that is.

No, I don’t believe everything on the internet. That’s the kind of crack a person makes who didn’t examine the evidence offered because he has zero confidence that his argument holds together.
There is no argument to be made here. It's like I'm reading "TeslaRumors"; unverified information published as fact.
You seem to be in the camp that even what Elon Musk says in an investor call is false if it contradicts what you want to believe.
So if I'm in that camp, you're in the camp if it must be true last year, it's true today? You don't know Tesla's margins and my opinion is that with the price adjustments helped offset some of this cybertruck ramp-up. Of course we won't know the "truth" for a while.
1.8 million refundable $100 reservations to get a seat on the hypetrain. Do we have any accounting for how many of those are being refunded? Do we know how many people just wrote off the $100 as not worth the effort to recoup? Since Tesla can't actually fulfill those orders, we have no idea how many of them are actually real. Again, its good marketing, but poor execution.
I'm quoting from your own source. Do you know how many people wrote off the $100?
Cybertruck is a failure by many of the metrics Tesla themselves laid out. It delivered late, over price targets, and is ramping slowly. It's plagued by quality and performance issues and there's no clear path to sales outside North America.
That is clearly your opinion of a failure - you don't know what internally Tesla is saying.
That doesn't make the cybertruck a less interesting vehicle. I also thought the Plymouth Prowler was an interesting car to release and it was also seen mostly as a failure.

And who knows, maybe this all turns around and we eventually have roads full of millions of $100,000 stainless steel roided DeLoreans, but if you're going to live by your own rules, this is 2024 and at this moment in time the cybertruck is a failure.
You want it both ways. You want a large pipeline and a flawless rollout. No company is immune to having issues especially with groundbreaking design such as in the cybertruck, and that doesn't make the cybertruck a failure. Ask GM and Ford who only wanted to produce EVs and are losing billions those segments, and who have 200 years of experience between them, if it's easy.
 
There is no argument to be made here. It's like I'm reading "TeslaRumors"; unverified information published as fact.

So if I'm in that camp, you're in the camp if it must be true last year, it's true today? You don't know Tesla's margins and my opinion is that with the price adjustments helped offset some of this cybertruck ramp-up. Of course we won't know the "truth" for a while.

I'm quoting from your own source. Do you know how many people wrote off the $100?

That is clearly your opinion of a failure - you don't know what internally Tesla is saying.

You want it both ways. You want a large pipeline and a flawless rollout. No company is immune to having issues especially with groundbreaking design such as in the cybertruck, and that doesn't make the cybertruck a failure. Ask GM and Ford who only wanted to produce EVs and are losing billions those segments, and who have 200 years of experience between them, if it's easy.

The spin and rationalization already failed. I feel like you’re spinning your wheels at this point. To my eye it’s actually you who keeps contradicting yourself in an effort to cast Tesla as something it clearly isn’t.
 
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The spin and rationalization already failed. I feel like you’re spinning your wheels at this point. To my eye it’s actually you who keeps contradicting yourself in an effort to cast Tesla as something it clearly isn’t.
But you still have posted only opinions based on sources which speculate about certain things(yes I know Elon said something last year but this is months later with price adjustments), which doesn't contradict anything I said. It's a glass half-empty or glass-half full conversation. You are certainly welcome to your opinion of the company, the CEO etc -- as we all are. I don't have to agree.
 
You are the one comparing a company with an ICE and EV (losing money) business to Tesla.

What I am doing is comparing how two companies use their profits in other areas of their business to ramp up a new area of business with Tesla using profits from other areas of their business to ramp up a new area of business.

If you believe Tesla can succeed with cybertruck, then I see no reason that the largest carmakers in the world (by every metric other than market cap, which should be a red flag frankly) can't make production of mainstream EVs happen at scale.

The weird categorizations and asterisks you find yourself needing to apply in order to tell the story you're trying to is notable.

They may have ramp up issues with the cybertruck. I wouldn't expect any less from a groundbreaking vehicle, but as a company they are not losing money.

Ford and GM may have ramp up issues with their newest EV lines, I wouldn't expect any less from a technology shift, but as companies they are not losing money.

Tesla is not the only one that can have startup issues with new vehicles.

I agree Tesla isn't the only ones who will encounter them, but you seem to believe Tesla is the only one we should allow to.
 
Analysts believe that Tesla is constraining production to create the impression of demand.

That’s funny, only Tesla vehicle I will ever consider is a cyber truck. I need at least 450 mile range or close to it do drive an EV. There plenty of folks who would pay premium to buy one. People still read wired, it has been a tabloid for a while. I would get a Cyber Truck today if it was a flop and not for ridiculous 2-3 year wait time.
 
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What I am doing is comparing how two companies use their profits in other areas of their business to ramp up a new area of business with Tesla using profits from other areas of their business to ramp up a new area of business.

If you believe Tesla can succeed with cybertruck, then I see no reason that the largest carmakers in the world (by every metric other than market cap, which should be a red flag frankly) can't make production of mainstream EVs happen at scale.

The weird categorizations and asterisks you find yourself needing to apply in order to tell the story you're trying to is notable.



Ford and GM may have ramp up issues with their newest EV lines, I wouldn't expect any less from a technology shift, but as companies they are not losing money.



I agree Tesla isn't the only ones who will encounter them, but you seem to believe Tesla is the only one we should allow to.
There is nothing that suggest the traditional auto makers can make EVs at the scale of Tesla in near future. It took long time for Tesla to get its act together after bleeding money for years. I would place my bet on Apple cancelling the plans more on not able to produce EVs in the volumes they were anticipating. Ford,GM, Volvo, and other traditional Auto companies are scaling back, realizing how crazy it is to compete. Not to mention Rivian and Lucid are a disaster.
 
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