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lolsuspendedlol t1_j9t2xg3 wrote

When do you realistically think this will happen. Cybertruck, anyone ?

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lithium224 t1_j9uptyz wrote

Tesla prioritizes their mainstream non-exotic vehicles. The rollout of this vehicle would look much more like the rollout of the Model Y

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rideincircles t1_j9vqi0b wrote

Probably starting production lines in the compact car next year. Maybe later this year, but seems doubtful.

For Tesla to continue their planned YOY growth of 50% through the decade, they will need to start manufacturing the compact car in in volume for 2025. This year it looks likely they could grow 50% with a little more production capacity. After that, they need growth on a compact car since the goal will be to sell more of those than all their other vehicles combined.

Cybertruck may have taken later than planned, but they only got the casting press a few months ago, and they had to build the factory in 2021 and ramped up model Y production last year. This year is now building the manufacturing line for the cybertruck, and they are still ramping internal battery production for the 4680 cells. It's not really very late based on those factors. The new roadster is late, but low priority.

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cantwejustbefiends t1_j9y9iaj wrote

Explaining why it is late doesn’t make it not late.

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rideincircles t1_j9zk6lt wrote

Global pandemics and supply chain issues are not always easily predictable either. I am a day one reservation holder and it doesn't bother me in the slightest.

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espressocycle t1_j9wzyul wrote

I doubt they'll ever make a high volume low cost compact vehicle. There's no money in it which is why so many companies have left that segment. Tesla is never going to anything but a niche player that a lot of people lost a lot of money betting on. When it all comes crashing down it will end up being a Chinese brand.

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rideincircles t1_j9x3grz wrote

Haha. Yeah fucking right.Tesla Investor day is next week and they will be discussing the new platform. Tesla has over 100k employees making things happen and have been averaging 50% growth almost every year. They don't let up on that front and robotaxis, the new compact car and robots will all be in full swing this decade.

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espressocycle t1_j9y7v9c wrote

Tesla was there first but the legacy carmakers are catching up quickly. They're like Netflix - huge stock valuation based on the idea that being the first big disrupter matters when the barriers to entry aren't that high.

There's nothing special about Tesla when Hyundai and Volkswagen are already making electric cars that are as good or better and others are not far behind. These companies already have the capacity, the engineering staff, etc. and they aren't run by sociopath dude bros. Tesla's real value is a fifth of its current market cap at best and most of that is the energy side. That's why I expect them to eventually sell the vehicle side to the Chinese.

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gastrocraft t1_j9vrvdb wrote

A fucking global pandemic happened and they’re still releasing it this summer. Jesus.

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lolsuspendedlol t1_j9vw6u4 wrote

So, Rivian beat them by years. Let’s see if any of this ever happens. You Elon stans are hilarious with the cope

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gastrocraft t1_j9w2v6d wrote

There is such a thing as limiting factors such as factory floor space. They’ve been manufacturing at 100% capacity. They sell them as fast as they make them. Now that they have Giga Austin and Berlin ramping up they’re able to get the cybertruck underway. Bringing up Rivian is laughable. Look at the numbers of production. Why not bring up the electric ford truck while you’re at it? Because they made them in the dozens last year. Tesla is pushing millions of these EV’s out. The model Y is set to be the best selling car in the world this year. By profit it’s already the best selling last year. Want to talk about Rivian profit or ford profit on EV’s? It’s a joke.

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lolsuspendedlol t1_j9w5i6m wrote

Is it laughable when they’ve delivered them to customers ? This isn’t even speaking to the rampant, and to use your word, laughable QC issues that plague Tesla. Even the cheapest Chevrolet product has higher standards. I guess I don’t need to get it when despite every bit of evidence to the contrary, people still think Teslas are quality products.

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gastrocraft t1_j9w6zu5 wrote

Best selling car in the world by profit and on track to be the best selling car in the world this year.

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deadplant_ca t1_ja4pvb4 wrote

Lol The Chevy Bolt beat the model 3 to market too. How'd that "Tesla killer" work out? Rivian vs cybertruck will be a similar scale of embarrassment.

I honestly don't even mean to trash talk the Bolt or the rivian. But to suggest they're serious competition for Tesla is just out to lunch.

If you invest based on the fact that Elon Musk is a terrible person you're going to suffer.

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munche t1_j9wapxo wrote

>Bringing up Rivian is laughable. Look at the numbers of production

"This made up truck that they made one movie prop of has way better production numbers in my mind than a real truck people own and drive today"

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