I am sure him being in charge of DOGE would never result in subsidies and considerations for TSLA. Not in a million years. /s
Tesla just brought their Texas lithium refinery online. It's been two years in the making. It is the only lithium refinery currently operating in the US. The US has a couple of lithium mines but this is the first refinery. As far as I know, there are plans for other refineries but nothing definite and no broken ground. A lithium refinery isn't going to come online in a year. lol! Meanwhile, Chins is embargoing the hell out of all kinds of tech and rare materials. I hate to keep repeating this but how many CEOs hold their hand out and demand endless billions of annual compensation due to their unique ability to deliver, then go on to run the company like complete buffoons? Almost all of them. Tesla has their own lithium refining and battery manufacturing. They are part owners in a couple of mines, as well. Meanwhile, with sanctions just weeks away, every other North American manufacturer is basically F-ed. Remember when nearly everyone declared Elon Musk a lunatic and constantly raved how he was wrong for not operating Tesla like every other company? I do. Vividly.
Oh Elon is a lunatic. Some of it is for show (i.e. Trump MAGA silliness) and some of it is because he has a constant need for attention (i.e. Twitter/X and anything having to do with him and being seen/heard). He is a brilliant leader of Tesla in many areas, just like with this refinery and logistics. He is an idiot in others, like with him hitching his wagon to Trump/MAGA when most EV buyers are left of center on average. I think it was T0rm3nted who has been saying this from the beginning. And the Cybertruck is a hideous joke. He is a miserable, insecure man, and that factors into his actions as a business leader. If he would just shut up and focus on business: Regarding China, as much as I despise their leadership and brutal/genocidal actions, them restricting their much needed exports is a textbook case of "turnabout is fair play." Just look at the arm twisting the U.S. is doing to local/foreign companies like NVDA and ASML to prevent China from getting more advanced semiconductors. That kind of stuff is a two way street when the target is one of the most resource rich nations on earth.
I'm right there with you, RTN. I am certain Elon's politics have negatively impacted Tesla and in a significant way. Of course, it would be impossible to quantify. The Model Y went from the best selling car in the world to third place. It's getting older so some of the reduced volume will be down to that. No doubt, Juniper will be a big sales boost and it's already one of the best selling cars in the world. However, it's come to the point where left leaners are embarrassed to own a Tesla. They literally apologize for it. A polarizing CEO is not ideal in the car business.
Hi again. Been absent for a while. Love tomb16. Love longterm investor. Many others. When i first got tsla, almost everyone said it wouldnt make it. my argument was that i went from seeing none a day to one a day. Soon it’d be ten a day. one of my naysayers said big deal, i see 3 gmc’s at every stoplight. well yesterday, i caught 3 teslas at a stoplight in a pic on my phone. I missed two because lights changing and traffic and all, they were out of frame. But yeah. Same naysayer, is all in on Elon these days. Not tooting my horn. But kinda am, i guess if being honest. also giving credit to tomb16 and long term investor. Also saying (imo) optimus will make them the most valuable company in the world. Wont make you a quick millionaire, not anymore. That ship has sailed. but long term, will make your dollars work for you. Given Elon stays healthy, i think autonomous robotics is step two. having a robot that can ride in a driverless car to deliver prescriptions to dear old grandma is huge. Or to have one helping you at a self checkout. Or change your oil. If i was an employer, $30k for a robot that can do what a person does in a yr, for way less money…..seems a no brainer to me. interesting times to say the least.
id argue his politics, long term are the best thing he can do right now? Polarizing is why he is in the position he is in. Head of DOGE and any investor that looks at money in vs money out, HAS to know he is right. Im a lil bit aware of our national budget. It is 100% unsustainable. 100%. I wont back away from that. if we keep doing what we keep doing, the country will fail. 70% or more of our GDP goes to interest on loans. That is unsustainable. That is how countries fail. He sees that and is trying to trim the fat. @TomB16 u know much more than me, and i respect your opinion, as stated privately. But i see his politics as positive. The twitter buy, was one of the best moves for democracy ever. Maybe a short term hindrance on tsla, but long term….id follow him anywhere.
Golden words. No argument from me. Meanwhile, Mitsubishi and Nissan have merged with Honda to prevent them from failing. Honda executives are now in control of all three companies. The thought is, the next phase of Japanese auto production will have two groups of companies. One will be controlled by Toyota, the other by Honda. I'm not sure what the third phase will be. Perhaps it will be importing Teslas and Chinese cars, once all Japanese auto manufacturers are dead?
For the first time in years, I see a mixed future for Tesla. They certainly have some extremely good things on the horizon but there are also some obvious pain points. It does appear that demand is an issue. I speculate on this, not based on media reports which have always been lies, but on Tesla's incentives which include free SuperCharging. I doubt they would give away charging if they didn't have to. Juniper is almost upon us. That will surely be a nice boost to sales for Tesla's bread and butter Y platform. They are also expected to release more detail on the Model 2 platform in the first half of this year (No guarantees, of course). I was never a fan of the CyberTruck but I think it's doing OK. Just OK. I certainly don't consider it a failed truck platform. It has a niche. CyberTruck brings value as a product and is also an important step for product development. 48v house battery, drive by wire, and I feel paintless exterior are all potentially big steps forward. Model 2 seats are also expected to be an important step forward. Instead of being covered in a leather/fabric sleeve, the Model 2 seat is rumored to be some type of over-mold.
I doubt anyone here cares about the Tesla Semi. It did not matter in 2024. It won't matter in 2025, although there will be some announcements. It will start to matter in 2026. Over the next two years, Tesla will start to disrupt the heavy haul industry in North America. The promises of several years ago will begin to be fulfilled in roughly two more years. The new Semi production building on the Giga Nevada site is coming along. By summer, a stream of Tesla Semi tractors will begin to trickle out of that building. I speculate production will ramp slowly; probably well into 2026.
