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Re:Tesla earns $690M less than expected in third quarter by m348e912 on Wednesday October 18, 2023 @07:36PM (#37936255)
I guess this was expected with the price cutting of many of their models over recent months. It was an indication that they weren't selling as quickly as they hoped. The wrinkle here is that the cyber truck starts delivery in November, so that could lead to a resurgence in overall sales volume. Not sure if it's wise to short Tesla just yet. (not financial advice obv)
Re:Tesla earns $690M less than expected in third quarter by nilptr on Wednesday October 18, 2023 @07:50PM (#37936368)
It'll be interesting to see how well the Cybertruck sells... it's rather niche mostly because it's fucking hideous.
Re:Tesla earns $690M less than expected in third quarter by r00fus on Wednesday October 18, 2023 @07:51PM (#37936382)
I mean if you don't look at the thing, on paper it's fantastic. When you get to the looks - well, let's just say I canceled my order last year because I couldn't imagine myself driving it (in addition to the fact that it's so late).
Re:Tesla earns $690M less than expected in third quarter by paulpauper on Wednesday October 18, 2023 @08:08PM (#37936534)
the problem is you will draw a lot of attention to yourself, and finding parking spots
Re:Tesla earns $690M less than expected in third quarter by fallingknife on Wednesday October 18, 2023 @11:10PM (#37937880)
The attention issue is the opposite of a problem for a lot of people, though. Especially people who drive large trucks. So I think there's a market there.
Re:Tesla earns $690M less than expected in third quarter by CaptainZapp on Thursday October 19, 2023 @02:13AM (#37939120)
Ot may not be such a great vehicle after all[0].

Sure engineering problems may be solved, but personally I don't give Mr. musk credit that he really cares enough if the thing looks "cool" and can be appropriately hyped.

[0] https://www.wired.com/story/a-leaked-tesla-report-shows-the-...

Re:Tesla earns $690M less than expected in third quarter by Gud on Thursday October 19, 2023 @02:39AM (#37939325)
If anything, Elon Musk has proven that he knows how to make electric cars. And space rockets.

You may dislike or even hate the man, but he’s a highly successful engineer.

Re:Tesla earns $690M less than expected in third quarter by r00fus on Thursday October 19, 2023 @12:13PM (#37944823)
FTA: "Braking performance was one of the worst areas of the report. Tesla’s engineers were aiming for a score of 7, or “fair,” on the Society of Automotive Engineers rating scale, but the alpha version achieved only a 4, or “poor” rating. According to the report, in January 2022, the Cybertruck’s brake pedal pressure pad was still under design, and so the alpha experienced “excessive pedal travel and inconsistent stop,” and “excessive pitch during friction braking,” braking during turning issues, as well as power braking instability."

As someone who will probably see a lot of these on the road near me, it's kind of terrifying.

Re:Tesla earns $690M less than expected in third quarter by hindsightbias on Wednesday October 18, 2023 @08:08PM (#37936526)
It will vastly outsell the X, EV F-150 and Hummer.

But there are only so many social media influencers who can afford one.

Re:Tesla earns $690M less than expected in third quarter by red-iron-pine on Thursday October 19, 2023 @09:26AM (#37942578)
The F-150 is the top selling vehicle in the US. Not car, top vehicle. The X and Hummer aren't anywhere near the same level of sales.

The F-150 EV has orders through next year, and has a long history and branding behind it. Now Ford has some issues with Labor that are going to impact production, but I have little doubt the EV Fords will do well.

Re:Tesla earns $690M less than expected in third quarter by hindsightbias on Thursday October 19, 2023 @12:05PM (#37944722)
Only if they move production to China:

https://tfltruck.com/2023/10/ford-lays-off-workers-f-150-lig...

It's a flop, but the hybrid won't be.

Re:Tesla earns $690M less than expected in third quarter by starik36 on Wednesday October 18, 2023 @08:06PM (#37936506)
> fucking hideous

I felt that way about Model 3 because it was just too different. I couldn't get past the lack of a grill. Now I got one sitting in the garage. It grows on you after a while.

Re:Tesla earns $690M less than expected in third quarter by ethanbond on Wednesday October 18, 2023 @08:15PM (#37936585)
I don’t think most people would put those on similar levels of hideousness. Model 3 just looked like a budget car, not an avant garde statement piece.
Re:Tesla earns $690M less than expected in third quarter by r00fus on Wednesday October 18, 2023 @10:26PM (#37937547)
The M3 has great looks to me. I’d own one if I didn’t purchase an EV a year before they became generally available.
Re:Tesla earns $690M less than expected in third quarter by nunez on Wednesday October 18, 2023 @07:55PM (#37936412)
IMO the Cybertruck is going to end the F150's dominance if it lives up to its expectations. You'll see almost none for the first year, some in two years, and way too many in year three.
Re:Tesla earns $690M less than expected in third quarter by oldtownroad on Wednesday October 18, 2023 @08:09PM (#37936540)
The cybertruck was announced in a different world, there’s no longevity to the novelty of something so “weird”. The high-like feeling of “oh my god that’s so weird I need one” eventually wears off and Tesla’s half-decade delays have let the moment slip through their fingers long ago.

The electric F150 and the Rivian are already delivering on the promise of a great electric truck. All the cybertruck has going for it now is novelty and with Musk’s cultural standing worsening day by day, it’s hard to imagine which ordinary people are going to ever buy the thing.

Re:Tesla earns $690M less than expected in third quarter by AeiumNE on Wednesday October 18, 2023 @09:32PM (#37937144)
I agree with this mostly, but I do wish my car had stainless steel instead of paint.

Paint is the most fragile part of the car and it's dealing with that is a fact of life but it shouldn't need to be.

With more advanced manufacturing maybe someone can make stainless steel car that doesn't look like it's from a 1994 video game.

Re:Tesla earns $690M less than expected in third quarter by elliotec on Wednesday October 18, 2023 @08:01PM (#37936463)
I think there’s a very very low chance. I live in Utah and have land in Wyoming. I own the hybrid (powerboost) F150 and use it for its intended purposes constantly. I am in southern Utah and northern Wyoming all the time. There is simply zero infrastructure for electric vehicles in the areas I frequent. I get 600 miles per tank and there are gas stations everywhere, zero charging stations. Plus people hate Elon and the cybertruck is the ugliest car ever made.
Re:Tesla earns $690M less than expected in third quarter by dboreham on Wednesday October 18, 2023 @08:05PM (#37936503)
Montana here. If you have a petrol pickup you're considered a bit of a sissy. Diesel is what you want to demonstrate masculinity. Electric. Yeah no.
Re:Tesla earns $690M less than expected in third quarter by dieselgate on Wednesday October 18, 2023 @08:40PM (#37936775)
Gassers are better for starting in sub-0F temps, thought it would get that cold in Montana but guess it's location dependent
Re:Tesla earns $690M less than expected in third quarter by windowshopping on Wednesday October 18, 2023 @08:12PM (#37936561)
do people in the west really say petrol? east coaster here and never heard that outside of britain
Re:Tesla earns $690M less than expected in third quarter by ethanbond on Wednesday October 18, 2023 @08:17PM (#37936602)
I grew up in Arizona around plenty of macho truck people and never heard “petrol.” I suspect an expat.
Re:Tesla earns $690M less than expected in third quarter by msmith on Wednesday October 18, 2023 @08:23PM (#37936653)
I'm going to guess dboreham is Canadian?
Re:Tesla earns $690M less than expected in third quarter by filoleg on Wednesday October 18, 2023 @08:44PM (#37936803)
I don’t think so. Been living in Seattle for almost 8 years, spent a lot of time in CA and Oregon as well. The only time I ever heard word “petrol” was in british media.
Re:Tesla earns $690M less than expected in third quarter by kylehotchkiss on Wednesday October 18, 2023 @08:46PM (#37936825)
“gas” is ambiguous, especially when there are CNG vehicles on the road.
Re:Tesla earns $690M less than expected in third quarter by elliotec on Wednesday October 18, 2023 @09:57PM (#37937344)
No, never.
Re:Tesla earns $690M less than expected in third quarter by red-iron-pine on Thursday October 19, 2023 @09:28AM (#37942612)
I'm in Alberta, aka North Montana. Can confirm Diesel is big here, tho there is arguably a practical need.

There is some anecdotal story about how Chevy had a batch of diesel Colorado trucks and they sold out couple hours hour they made them available online.

Re:Tesla earns $690M less than expected in third quarter by thehappypm on Wednesday October 18, 2023 @08:11PM (#37936553)
Wouldn’t folks just charge at home? How many miles per day do you drive? I own an EV and I charge at home except on 300+ mile road trips
Re:Tesla earns $690M less than expected in third quarter by tiahura on Wednesday October 18, 2023 @08:11PM (#37936556)
I would imagine Wyoming and Montana pickup buyers aren’t particularly representative.
Re:Tesla earns $690M less than expected in third quarter by ClassyJacket on Wednesday October 18, 2023 @08:08PM (#37936527)
I think it looks fantastic. It's the only car that doesn't look like every other car. I just don't want a ute, I want that exterior design on a Model Y layout.
Re:Tesla earns $690M less than expected in third quarter by kylehotchkiss on Wednesday October 18, 2023 @08:45PM (#37936815)
600 miles per tank is enviable! I’d love to not need to fuel up so much. What’s your actual milage?
Re:Tesla earns $690M less than expected in third quarter by elliotec on Wednesday October 18, 2023 @10:03PM (#37937377)
My lifetime mpg is just about 20 on the dot. It’s a 30.6 gallon tank. Keep in mind I’m driving through canyons and mountain passes and just about maxing out my payload over half the time I drive. It’s incredible.
Re:Tesla earns $690M less than expected in third quarter by Grazester on Wednesday October 18, 2023 @08:13PM (#37936571)
You're kidding right? The F150 is an actual work truck. Designed as such with parts readily available when it brakes.
Re:Tesla earns $690M less than expected in third quarter by ilyt on Wednesday October 18, 2023 @08:24PM (#37936658)
Most people buying them don't buy it for work and maybe use it to move a couch once a year. So I guess shitty EV pickup from overhyped brand might sell there...
Re:Tesla earns $690M less than expected in third quarter by dieselgate on Wednesday October 18, 2023 @08:38PM (#37936755)
They're not uncommon to see as a fleet vehicle
Re:Tesla earns $690M less than expected in third quarter by hipadev23 on Wednesday October 18, 2023 @08:06PM (#37936515)
If there was a way to bet against this thesis (while not betting against Tesla as a whole), I’d do it with all my money.
Re:Tesla earns $690M less than expected in third quarter by ilyt on Wednesday October 18, 2023 @08:21PM (#37936635)
hahahahahahahahahahahahaha

sure

Re:Tesla earns $690M less than expected in third quarter by red-iron-pine on Thursday October 19, 2023 @09:23AM (#37942540)
and im not sure it can actually "truck" in the same way a F-150 or Chevy can
Re:Tesla earns $690M less than expected in third quarter by paulpauper on Wednesday October 18, 2023 @07:57PM (#37936422)
Not sure if it's wise to short Tesla just yet. (not financial advice obv)

yeah, I don't think I have seen a bigger wealth destroyer in my lifetime than betting against Tesla. So many fortunes and careers ruined over the past 13 or so years Tesla has been public, whether on a large scale like hedge funds or smaller like /r/WallStreetBets. Just when Tesla looks its weakest, it has a tendency of suddenly and inexplicably surging 20% or more in a month. happens so many times.

Re:Tesla earns $690M less than expected in third quarter by bagels on Wednesday October 18, 2023 @08:01PM (#37936457)
Would have been wise to have done so earlier today.
Re:Tesla earns $690M less than expected in third quarter by paulpauper on Wednesday October 18, 2023 @08:09PM (#37936539)
but then people get greedy and stay short for too long
Re:Tesla earns $690M less than expected in third quarter by belltaco on Wednesday October 18, 2023 @08:43PM (#37936800)
That's just gambling at a worse level than poker on such a short(no pun intended) timeframe.
Re:Tesla earns $690M less than expected in third quarter by FireBeyond on Wednesday October 18, 2023 @08:04PM (#37936493)
> The wrinkle here is that the cyber truck starts delivery in November

I have a hard time believing that there will be any meaningful quantities - there's absolutely no idea on pricing just a few weeks out from "deliveries" (but I'm willing to nearly guarantee that the promised $39K and $49K models will be nowhere in sight).

Well, maybe not such a hard time. The Tesla Semi "started delivery" last November and supposedly is in production, but no-one's been able to find out pricing information on that, either...

Re:Tesla earns $690M less than expected in third quarter by ilyt on Wednesday October 18, 2023 @08:19PM (#37936618)
> The wrinkle here is that the cyber truck starts delivery in November

Nah, they will find way to delay it again.

Re:Tesla earns $690M less than expected in third quarter by guidedlight on Wednesday October 18, 2023 @08:19PM (#37936624)
Tesla has the weirdest vehicle lineup of any manufacturer.

Throwing all their weight behind everyone wanting a 3 and Y was always going to be a problem.

I don’t think the refresh will help that much either, it will just kill demand in the interim.

They need more vehicles, and variety.

Re:Tesla earns $690M less than expected in third quarter by hn_throwaway_99 on Wednesday October 18, 2023 @08:45PM (#37936816)
> They need more vehicles, and variety.

I can't imagine a worse take. That's like saying Apple's problem is that they need to have more phone varieties like Android.

Re:Tesla earns $690M less than expected in third quarter by greedo on Wednesday October 18, 2023 @10:51PM (#37937740)
Obviously you don't realize the Apple is currently selling 8 different iPhones (and even more when you consider different storage and color options). iPhone is tremendously popular because it hits all the price points and varieties that people want.
Re:Tesla earns $690M less than expected in third quarter by somsak2 on Thursday October 19, 2023 @01:13AM (#37938749)
...versus the tens of thousands (maybe hundreds of thousands by your latter definition) of such combinations for Android. I mean c'mon it's not even close.
Re:Tesla earns $690M less than expected in third quarter by red-iron-pine on Thursday October 19, 2023 @09:40AM (#37942755)
those tens of thousands are made by several different companies and run the gamut from poor people cope phones to high-end flagships.

im not one to defend apple but they have a few models that range from mid-level to fancy af

Re:Tesla earns $690M less than expected in third quarter by hn_throwaway_99 on Thursday October 19, 2023 @06:07PM (#37949402)
But so does Tesla. They have high end (S and X) and lower end (3 and Y). They also have plenty of options with each trim level so you can get a base model version or one fully decked out. Plus, most of Apple's "8 iPhones" are just previous years' models. Tesla famously doesn't do standard model years but I'd challenge anyone to point out a specific need or level that one can't get between Tesla's trim levels, options and used models (trucks obviously notwithstanding).