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Split Thread Musk, SpaceX and future of Tesla

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Ziggurat said:
Where is what coming from?

Most of Musk's wealth is in the stock he owns, which, until he sells it, is unrealized gains, and might never be realized. Its value comes from the price that investors, not customers, are willing to pay for it.



Who said that?

Starlink probably isn't making money yet. Starship isn't making money yet. But Falcon is making **** tons of money. And they aren't ripping anyone off. How does SpaceX do that? I already explained how: by doing it at far lower cost (not to be confused with price) than any competitor. You don't have to rip anyone off to make **** tons of money. There's basically three ways: incredible volume, lower costs, or unique value. SpaceX is aiming for all three.
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What’s the evidence that Falcon is making tons of money? I agree that it might be, but SpaceX doesn’t release the figures.

And is it making enough to finance Starship, which Musk says cost him $2 billion last year alone.
 
Marcus said:
This video contains footage, about 2 minutes in, of a Tesla engineer explaining and showing the crumple zones in the cybertruck. It's basically about how the cast aluminum mounts under the shell are made.




https://www.google.com/search?clien...ate=ive&vld=cid:2ed263d8,vid:WFwfGBddoMU,st:0


This is a video of a cybertruck crash test at the Tesla crash test track in Austin.


https://www.youtube.com/shorts/OOUjHIJtDxA
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Is any of the stuff you're linking to independently verified? Because if not, it's probably a lie, given that that's Tesla's company MO.
 
Gulliver Foyle said:
T

No, Galaxy Brain said he was giving free access, did so for about a week and then said the was revoking all access until the US government stepped in and ponied up.
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"About a week"? I think you should be more accurate with your claims if you want us to conclude anything from them. For how long did Starlink offer free service to Ukraine?
 
jeremyp said:
What’s the evidence that Falcon is making tons of money?
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As i have explained before, turnaround times. Given how quickly they can reuse the rockets, there's simply no possible way that they aren't launching for much less cost than their competitors.
 
Ziggurat said:
As i have explained before, turnaround times. Given how quickly they can reuse the rockets, there's simply no possible way that they aren't launching for much less cost than their competitors.
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that's circumstantial.

The real reason is that SpaceX isn't wasting money on luxuries like Workplace Safety.
 
Gulliver Foyle said:
The fact that it's not street legal in the EU nor will it ever be without massive design changes should, though.
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Also the charging port would have to be changed. It doesn't look like Tesla is interested in producing an EU version, it's not a big pickup market anyway. I overlooked this referring to the big European Tesla market, my bad.


As to whether this means the truck will fail, I'm not so sure. There are those 1.9 million pre-orders, so someone is interested.With an overly optimistic estimated production rate of 1/4 million per year (starting in 2025) that alone is enough to keep them busy for a while.
 
Dabop said:
https://www.roadandtrack.com/news/a46000951/tesla-cybertruck-acceleration/

So practically useless in the UK- the AWD model at 6603 lbs/2.995 tonnes means on a car licence you can have a payload of just 5kg/11lbs!!! (and you can't drive the CyberBeast at all its already 100kg over the maximum weight on a car licence completely empty...I doubt many would line up for a HV licence just to drive a Cybertruck...)
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505 kg, not 5. The weight limit for a Category B licence is 3,500 kg.

If you passed your driving test before 1997, your licence will include categories that mean you can drive vehicles weighing up to 7,500 kg. (I'd check my actual licence for details, but I cut it up and sent back yesterday, as it runs out next month.)
 
Production challenges

Tesla CEO Elon Musk has floated the prospect of producing a smaller version of the Cybertruck for the European market before, describing it as "highly likely down the road" in 2020. However, there have been no updates since, and Pacheco said he thought the small size of the market was probably a factor in Tesla's disinterest.
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Elon Musk at the Tesla Cybertruck delivery event. Tesla At any rate, Tesla is likely going to have enough trouble satisfying demand for the Cybertruck in North America without worrying about other continents.
https://www.businessinsider.com/cybertruck-elon-musk-tesla-not-sold-europe-anytime-soon-2023-12
 
It's not the size alone for the European markets, it's all the safety measures that they don't have to have in the USA models.
 
jadebox said:
That appears to be misleading since the Toyota sales figure quoted is actually for two models combined, the Corolla and the Corolla Cross.
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It's not nearly as misleading as rewarding Tesla's extraordinarily limited model range with the title 'most sold vehicle'.

Both the Corolla and Corolla Cross are built on the TNGA-C (Toyota New Global Architecture - C) platform. They have identical platform, identical engines, nearly identical suspensions, share a ton of other parts, etc. Of course by this standard when Pontiac was still around that makes the Vibe a rebodied and rebadged Corolla. But that's exactly what it was (with a worse gas tank and interior for like, no reason). Toyota could have included many other different models under the 'Corolla' umbrella which use the same architecture, engines, most other parts, tweaked suspensions, with different bodies.

It isn't impressive that Tesla only has three models. It isn't fair to undersell their market share, but it's also not fair to overstate it either.
 
varwoche said:
Hmm. A hasty search suggests otherwise.

Is Tesla Model Y The World’s Best-Selling Car? Nope, Not Even Close
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Elon Musk claimed the Model Y crossover EV was the best-selling single model sold worldwide in the first quarter of this year. That’s not just the best-selling Tesla model; it’s the best-selling anything—more than Toyota Corolla or any other traditional high-volume commodity car or truck.

Problem is, on all the charts we could find from Tesla as well as from fawning electric-vehicle sites reporting on them, the company groups Model Y production and sales with Model 3 production and sales. Tesla delivered 412,180 Models 3/Y globally in the first quarter, and we can’t find the breakout among the two.

We reached out to Toyota for Corolla numbers, and the automaker reports it sold 740,561 Corollas worldwide in the first quarter of this year, counting all versions including the Cross. That’s about 75% more than Tesla, even if you count the Model 3 in with the Model Y.
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Fail.

Focus2move: World Best Selling Cars Ranking 2023
22 October 2023

World Car Market up to September 2023 reports the EV Tesla Model Y (+65.9%) as the segment leader, dethroning the Toyota Corolla (-2.0%). The Toyota Hilux (-2.8%) underperforms in the first 8 months of the year.

In this unique report, we rank the best-selling cars and light commercial in the World, aggregating data for all the 162 countries we track on monthly basis. Data reported is updated with the last available registrations figures sourced by local official authorities, country by country Despite it being very hard to remove the traditional models from the very top of our Top 100 Ranking List, new EV models are ramping up across the global leaderboard with the automotive industry moving more and more towards electrification.

Looking at the cumulative data up to September 2023, the best-selling car in the World becomes the Tesla Model Y -up 3 spots- with 883,982 units sold (+65.9%).
Second place is in the hands of previous year’s leader the Toyota Corolla, with current YTD sales at 815,035 down 2.0% from the previous year.
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I’ll stipulate that there may be different metrics involved in determining the “best selling car in the world”.

I’ll go ahead and nudge the goalposts a tad, and say, regardless, just being in contention for the honor is commendable and should not be minimized.
 
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tyr_13 said:
It's not nearly as misleading as rewarding Tesla's extraordinarily limited model range with the title 'most sold vehicle'.
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How is that misleading?

Want to talk about misleading? How about this?

Toyota’s long-range solid-state EV batteries will be more limited than expected
Nov 21 2023

After unveiling plans for breakthrough solid-state EV batteries, promising unrealistic long-range capabilities, it seems Toyota’s tech will be in short supply...

Toyota’s solid-state EV batteries will improve range by 20% and be capable of fast charging in 20 minutes. The company is also planning a higher-level battery, which aims to improve range by 50%...

Two versions are planned. One with a 621-mile range, and the other will exceed 745 miles, according to Toyota.

The company aims to bring the tech to market in 2027-2028, but it will likely be extremely limited if it happens.
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In 2014 they said they would be bringing solid state batteries to market in 2015. In 2017 they said it would be commercialized in 'the early 2020s'. Now they are saying 2027-8. That's 13 years since they first announced it!

And Toyota would have you believe that hydrogen engines are the future - not fuels cells, engines!

Toyota take STUPID to a whole new level.
 
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