Re: Aktien TSLA
Postat: 04 okt 2024 09:00
Sida 544 av 602
Re: Aktien TSLA
Postat: 04 okt 2024 09:02
Nästan 3000 ny SuC-stall i Q3! Bra att det satsas vidare. Blev lite orolig i våras.
Re: Aktien TSLA
Postat: 04 okt 2024 09:07
När du säger ramp vad menar du då? Grafen verkar ju i det närmaste linjär?Sabbe skrev: ↑04 okt 2024 07:31Då Tesla skeppar Cybertruck till andra länder så kan en hel del vara på väg till kunder. Ser ut som att Tesla rampar upp produktionen av CyberTruck under detta kvartal.spacecoin skrev: ↑03 okt 2024 22:53Diverse nyheter idag (Bloomberg):
Tesla notified US auto-safety officials of a fifth recall involving the Cybertruck in the less-than-a-year since its launch. And CIO Nagesh Saldi is leaving days before the automaker is set to unveil robotaxi prototypes at an event in California. The EV maker is premarketing a $783 million debt sale backed by prime leases.
Software recall för CT. Det framgår att det gäller 27,185 CT, så det är så många som finns.
Re: Aktien TSLA
Postat: 04 okt 2024 09:09
Man kan tydligen beställa non-founders ed av CT för 80k. Omedelbar leverans.
Re: Aktien TSLA
Postat: 07 okt 2024 08:20
Re: Aktien TSLA
Postat: 07 okt 2024 21:00
Tesla rankad som nummer 1 när det kommer till batterilagring 
Re: Aktien TSLA
Postat: 07 okt 2024 21:46
Nej, det är en felaktig beskrivning. Det är en viktning av hur starka finanser Tesla som företag har som lägger mest/stor vikt i "scoringen".
Oavsett av hur mycket Megapack bidrar till denna.
https://www.energy-storage.news/tesla-r ... ty-report/
"Currently, Tesla is the leading company in the first release of the Battery StorageTech Bankability Ratings report, and is the only supplier to feature in the top AAA-Rating band.
While Tesla relies upon some [all? - min kommentar] third-party battery cell supply, the quarterly deployment levels of ESS solutions are currently trending at record highs (almost 10 GWh). Furthermore, Tesla’s Financial Scores are at the upper end of all the companies analyzed in the first report, although ESS operations still represent a minor part of the total group turnover.
Over the next 12 months, it is expected that significant changes will unfold in the Bankability Pyramid; in particular, arising from the number of new Chinese companies that have entered the sector in the past couple of years. However, it is unclear how the fortunes of these producers will evolve since many of them are largely ‘China-centric’ in their positioning and lack any manufacturing capacity outside mainland China.
Ultimately, the sector could become segmented in geographic supply coverage, driven by US/China trade policy or the realignment of EV/ESS upstream manufacturing to satisfy the geographic location-of-manufacturing demands from the EV industry globally."
Re: Aktien TSLA
Postat: 09 okt 2024 15:32
Re: Aktien TSLA
Postat: 09 okt 2024 15:53
Tesla-"analytiker" har alla en sån här:
Kan vi börja med att hantera nästan noll tillväxt och P/E 70? Sedan när Tesla har en enda robotaxi som tar betalande kunder, kan vi diskutera när det kan tänkas bli lönsamt över huvud taget?
Kan vi börja med att hantera nästan noll tillväxt och P/E 70? Sedan när Tesla har en enda robotaxi som tar betalande kunder, kan vi diskutera när det kan tänkas bli lönsamt över huvud taget?
Re: Aktien TSLA
Postat: 09 okt 2024 21:43
https://www.theverge.com/2024/10/9/2426 ... ss-level-5The bill finally comes due for Elon Musk
The Tesla CEO has long promised — and failed to deliver — a fully autonomous vehicle. With this week’s robotaxi reveal, his time is up.
For almost as long as he’s been CEO of Tesla, Elon Musk has been bullshitting us about self-driving cars.
In 2016, he said Tesla self-driving cars were “two years away.” A year later, it was “six months, definitely,” and customers would be able to actually sleep in their Tesla in “two years.” In 2018, it was still a “year away” and would be “200 percent safer” than human driving. In 2019, he said there would be “feature complete full self-driving this year.” There hasn’t been a year go by without Musk promising the imminent arrival of a fully driverless Tesla.
This week, it’s finally here. Or at least that’s what Musk says.
Re: Aktien TSLA
Postat: 09 okt 2024 23:02
Re: Aktien TSLA
Postat: 10 okt 2024 11:24
Näe troligen inte…Re: Aktien TSLA
Postat: 10 okt 2024 12:47
Re: Aktien TSLA
Postat: 11 okt 2024 13:52
Så, man får tydligen inte nämna namn när man svarar på “pumpande postningar” utan att bli censurerad (??).
Men, var gårdagens “Taxi-event” ett ”iPhone moment men för bilindustrin" eller blev det som i sagan, “bara en tumme”?
Re: Aktien TSLA
Postat: 11 okt 2024 14:22
Kanske inte ens en tummetott den här gången?
Man kan dock konstatera att Tesla är världsbäst…
..världsbäst på att lansera vapore ware vill säga.
Re: Aktien TSLA
Postat: 11 okt 2024 17:06
Re: Aktien TSLA
Postat: 11 okt 2024 18:31
Re: Aktien TSLA
Postat: 11 okt 2024 19:38
Sveriges mest lättkränkta forum. Man får sprida konspirationsteorier, lögner, pumpa aktier och dela helt absurda påståenden. En motfråga när så sker är däremot inte ok, utan resulterar i censur och/eller avstängning. Vi vill ju inte att de som gladeligen kränker forskare, politiker, journalister, analytiker och etniska minoriteter ska riskera att känna sig kränkta för att de behöver stå till svars för de åsikter de delar.
Sorry för 'ranten', ni som kom hit med förhoppningen om att läsa något nytt om TSLA. Men nej, det blev väl inte ens en tumme. Fast det var det väl ingen som förväntat sig heller, så kursen återhämtar sig säkert.
Re: Aktien TSLA
Postat: 11 okt 2024 19:43
En hel del bra spaningar här:
https://philkoopman.substack.com/p/the- ... axi-reveal
Let’s do a brief reality check.
Prototype hardware that works in a limited demo is cool, interesting, and fine to comment on. But it is not production, and hardware is not the limit to autonomous vehicles. Software is the long pole in the tent. So I’m going to talk about that software here.
FSD is nowhere near ready to go unsupervised, which according to the event means the driver can sleep, so definitely Level 4 rather than Level 3. I do not see any reason to believe this is just months away — it feels more like years away given historical progress. We need to see some dramatic changes from where Tesla is now, and there was no story given at the event about what those changes might be.
Depending on the source, FSD is said to be hundreds of miles between critical interventions to avoid a crash, although Tesla itself is not saying. That leaves a factor of many thousands left to go for a robotaxi. There is no point doing detailed analysis on this — it is simply nowhere near ready, especially with no geofencing and no remote assistance.
Tesla does not have a driver-in testing permit, nor an operational permit from CA DMV, at least for now.
It is unclear how CA PUC permitting would work, especially if individually owned vehicles are operated as robotaxis.
Similar questions for Texas, although that state is much more permissive.
Regulatory approval is not the holdup right now. The issue is getting FSD technology to a place where state regulators might plausibly approve it.
To my knowledge no federal approvals are required for a standard FMVSS-compliant human-drivable vehicle such as a Model Y to go robotaxi. NHTSA SGO crash data reporting would need to change to Level 4 criteria.
The Cybercab is a prototype. So we’ll see what really happens. However, we already know it will have no steering wheel (because that’s the whole point).
Removing the steering wheel will require an FMVSS waiver from NHTSA. That is a many-month process at best. And approval is not guaranteed. And it comes with a vehicle limit that for sure will not accommodate all Tesla owners.
As for any robotaxi without a steering wheel, there will need to be a way to manually reposition the vehicle post-crash, for maintenance, and so on. That is doable, but needs to be done.
As to a consumer-owned flock of robotaxis, having a robot driver does not get one all the way to deployed robotaxi. Someone has to clean, maintain, and provide rider assistance. Someone needs to interact with law enforcement when needed, and potentially travel to a crash scene when required. Someone needs to get the passed-out drunk passenger out of the back seat upon arrival. Someone needs to show up in court after a crash for states in which the owner/operator is responsible for robotaxi misbehavior. And so on. Saying that someone can buy a vehicle and start minting money by letting it roam the roads as a robotaxi misses these crucial business aspects. Perhaps Uber gets into the business of being a property manager for investor-owned robotaxis. We’ll see how that goes.
The stated vision of “individualized mass transit” is more problematic. There will be issues of congestion, undermining existing mass transit financial models, and net transit system safety reduction (buses and trains are safer than cars, so a just-as-safe-as-a-human robotaxi that draws passengers away from mass transit reduces net safety). But those are topics to address when the technology becomes real, and are just as much in play for Waymo and other robotaxi companies.
Back to the big picture: FSD has to get finished before any of these cool future visions can come true, and the timeline on that is a very big question mark.
https://philkoopman.substack.com/p/the- ... axi-reveal
Let’s do a brief reality check.
Prototype hardware that works in a limited demo is cool, interesting, and fine to comment on. But it is not production, and hardware is not the limit to autonomous vehicles. Software is the long pole in the tent. So I’m going to talk about that software here.
FSD is nowhere near ready to go unsupervised, which according to the event means the driver can sleep, so definitely Level 4 rather than Level 3. I do not see any reason to believe this is just months away — it feels more like years away given historical progress. We need to see some dramatic changes from where Tesla is now, and there was no story given at the event about what those changes might be.
Depending on the source, FSD is said to be hundreds of miles between critical interventions to avoid a crash, although Tesla itself is not saying. That leaves a factor of many thousands left to go for a robotaxi. There is no point doing detailed analysis on this — it is simply nowhere near ready, especially with no geofencing and no remote assistance.
Tesla does not have a driver-in testing permit, nor an operational permit from CA DMV, at least for now.
It is unclear how CA PUC permitting would work, especially if individually owned vehicles are operated as robotaxis.
Similar questions for Texas, although that state is much more permissive.
Regulatory approval is not the holdup right now. The issue is getting FSD technology to a place where state regulators might plausibly approve it.
To my knowledge no federal approvals are required for a standard FMVSS-compliant human-drivable vehicle such as a Model Y to go robotaxi. NHTSA SGO crash data reporting would need to change to Level 4 criteria.
The Cybercab is a prototype. So we’ll see what really happens. However, we already know it will have no steering wheel (because that’s the whole point).
Removing the steering wheel will require an FMVSS waiver from NHTSA. That is a many-month process at best. And approval is not guaranteed. And it comes with a vehicle limit that for sure will not accommodate all Tesla owners.
As for any robotaxi without a steering wheel, there will need to be a way to manually reposition the vehicle post-crash, for maintenance, and so on. That is doable, but needs to be done.
As to a consumer-owned flock of robotaxis, having a robot driver does not get one all the way to deployed robotaxi. Someone has to clean, maintain, and provide rider assistance. Someone needs to interact with law enforcement when needed, and potentially travel to a crash scene when required. Someone needs to get the passed-out drunk passenger out of the back seat upon arrival. Someone needs to show up in court after a crash for states in which the owner/operator is responsible for robotaxi misbehavior. And so on. Saying that someone can buy a vehicle and start minting money by letting it roam the roads as a robotaxi misses these crucial business aspects. Perhaps Uber gets into the business of being a property manager for investor-owned robotaxis. We’ll see how that goes.
The stated vision of “individualized mass transit” is more problematic. There will be issues of congestion, undermining existing mass transit financial models, and net transit system safety reduction (buses and trains are safer than cars, so a just-as-safe-as-a-human robotaxi that draws passengers away from mass transit reduces net safety). But those are topics to address when the technology becomes real, and are just as much in play for Waymo and other robotaxi companies.
Back to the big picture: FSD has to get finished before any of these cool future visions can come true, and the timeline on that is a very big question mark.
Re: Aktien TSLA
Postat: 12 okt 2024 18:09
Hur många bilar tror ni att Tesla säljer de två närmaste åren?
2023 - 1.81 miljoner
2024 estimat - 1.77 miljoner.
Med tanke på avsaknaden av nya modeller så ligger mina estimat i linje med senaste två åren. Viss uppsida finns det (billigare Cybertruck-modeller, lägre ränta osv), men svårt att öka med gamla modeller. Därför gissar jag:
2025 - 1.8 M
2026 - 1.8 M
2023 - 1.81 miljoner
2024 estimat - 1.77 miljoner.
Med tanke på avsaknaden av nya modeller så ligger mina estimat i linje med senaste två åren. Viss uppsida finns det (billigare Cybertruck-modeller, lägre ränta osv), men svårt att öka med gamla modeller. Därför gissar jag:
2025 - 1.8 M
2026 - 1.8 M
Re: Aktien TSLA
Postat: 12 okt 2024 18:45
Det finns inget direkt hot just nu eftersom både EU och USA skyddar inhemska trötta tillverkare från innovationslandet #1 för elbilar. Tesla börjar kännas som en av de trötta nu och jag tror inte Tesla säljer över 2M bilar 2026 trots tullarna om det inte kommer nya subventioner i EU/Kina och fortsatta subventioner i USA. För få modeller och bara en massmarknadsmodell. För lite lokala anpassningar, ex kombi för norden, med utfällbart drag.granlundii skrev: ↑12 okt 2024 18:09Hur många bilar tror ni att Tesla säljer de två närmaste åren?
2023 - 1.81 miljoner
2024 estimat - 1.77 miljoner.
Med tanke på avsaknaden av nya modeller så ligger mina estimat i linje med senaste två åren. Viss uppsida finns det (billigare Cybertruck-modeller, lägre ränta osv), men svårt att öka med gamla modeller. Därför gissar jag:
2025 - 1.8 M
2026 - 1.8 M
Om Model 2 hade varit säljklar nu så skulle jag vara mer optimistik. Nu är den inte ens presenterad om den ens är planerad.
Re: Aktien TSLA
Postat: 13 okt 2024 16:00
Re: Aktien TSLA
Postat: 13 okt 2024 16:32
Re: Aktien TSLA
Postat: 13 okt 2024 17:31
Re: Aktien TSLA
Postat: 13 okt 2024 18:07