Tesla 2023

Discussion in 'Stocks' started by VicBee, Jan 1, 2023.

  1. SunTrader

    SunTrader

    Link?
     
    #831     Dec 7, 2023
  2. VicBee

    VicBee



    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.
     
    Last edited: Dec 7, 2023
    #832     Dec 7, 2023
    vanzandt and semperfrosty like this.
  3. SunTrader

    SunTrader

    Come on. Its a Stoner Musk novelty act he thought up before blowing fartytwo bill on twitt just so he could expose his antisemitism in realtime worldwide. Can't wait for whats next - a ghettocruser SpaceX rocket?

    Inspiration from another out there law-breaker guy DeLorean lol.
     
    #833     Dec 8, 2023
  4. Cuddles

    Cuddles

    That's what halo cars are built for, what remains is the sales figures.

    Certain technologies don't exist in vehicles not because they're unachievable, many times, because it's simply nonsensical and/or cost prohibitive (hence implemented in halo cars). I get you're saying in pick ups today but automotive is automotive. Let's review:

    48v electric architecture (meh, you'll save in copper but the real reason here is the amperage needed to steer 7000 lbs). OEMs have been pushing for a while to switch with weight and extra luxuries but discreet amplifiers and CAN communication has solved a lot of that problem. I personally would prefer us to horse shoe back to lighter/simpler vehicles.

    Steer by wire (been done, most OEMs avoid it due to redundancy requirements)

    Pneumatic suspension (been done, I like Magnetorheological personally but you get no lift w/them. 48v comes in handy on either system tho)

    Stainless steel exoskeleton (been done, costlier, stiffer, likely nastier (nickel), crumple zones don't look promising)

    3 motors set up (Is this supposed to be a plus? Rivian's got 4, Tesla's used 3 before, the real story here is using induction motors though I think VW was first there)

    Speed, pull, lift, etc.. (acceleration is indeed impressive, I doubt it tows comparatively w/other pickups of similar weight)
     
    #834     Dec 8, 2023
  5. SunTrader

    SunTrader

    Many years from now we might see Tesla trucks pulling loaded down scrap metal trailers to the recycling center .... with the driver leaving on foot lol.
     
    #835     Dec 8, 2023
  6. VicBee

    VicBee

    Let's just see how many of these CT sell before making jokes about its future. You 2 were part of the Tesla is dead naysayers from the early day and proven wrong YoY.
     
    #836     Dec 8, 2023
  7. VicBee

    VicBee

  8. SunTrader

    SunTrader

    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.
     
    #838     Dec 8, 2023
  9. Cuddles

    Cuddles

    citation needed.
     
    #839     Dec 9, 2023
  10. VicBee

    VicBee



    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.
     
    #840     Dec 9, 2023