heikki-machine.bsky.social
CG and game art person who also farms smallish family farm. I like most things mechanical.
998 posts
168 followers
71 following
Active Commenter
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Likely - and it's likely not a very big secret when the stock is so high despite bad sales numbers from everywhere...
But it's going to be hard to sell 200k+ cars a year to the government...
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Agreed. _some_ oldies is fine but when so many are it's definitely problematic - especially when so many at the very top are so old.
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I read about it. Fl Oz originates from some wine gallon thing. One ounce of wine (by weight) is little bit more in volume than water thus ~29ml instead of ~28. But it is also later rounded/fixed to be related to US gallon. Like 128 fl ounces is a gallon or something.
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Media and democrat voices were full of "as lucid as ever!" and "Biden is sharp as a razor" communication which really came of as "are you going to believe your own lying eyes?"
That set of the campaign very badly. Arrogance and failure to read the public by Harris campaign continued from there.
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I suggested here that democrats' failure to connect with the people is _partially_ responsible for current situation.
Apparently because Trump is so bad (and yes he is) that no criticism is fair. Received onslaught of ad hominems and "Eff Offs".
Pretending Biden was fit was a really big mistake.
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Or power tools... Or parts used by US companies + pretty much any household hardware.
And of course gazillion items I don't have experience to think of now.
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Even switching to trucks or bb guns is playing their game.
This isn't about toys (that many middle class people actually have in excess).
Everything is going up, there are whole sectors of business that will be wiped out in months. Power tools, components, household items, all going up.
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"Dear contractor, you will just have less makita drills now. But let me explain, it's better for you"
"Dear electronics manufacturer, you will just have less components now. But it's better for you!"
"Dear hobby store owner, you will have less merchandise, even less customers, but it's good for you"
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It has been pretty amazing arrogance by profilic Tesla bulls to preach that Tesla model lineup covers the market. I don't even mean the fanboys with 100 shares but supposed serious analysts too.
Since 2019 cybertruck reveal there has been no new _real_ products. That is crazy for a $800bn company.
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Just listened this.
youtu.be/7Eaz_ic5ZVQ?...
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Yep.
youtu.be/_9ftbRWqkj0?...
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It was also a law change all brand EVs took a hit in April. A luxury tax for pricey automobiles.
bsky.app/profile/heik...
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The April drop was also due to a subsidy ending in March - all EVs dropped a lot. Tesla more than most.
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More like mediocre 12yo.
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The Chinese are just making minicars and golf carts - that is why they have such high unit sales.
That was the cultist argument still ~ a year ago.
Also whenever someone posted BYD battery-electric sales numbers a handful of fierce tesla shareholders would explain that the number included hybrids.
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It's almost like he is hoping for counter action and thus deminishing US cultural lifestyle export and influence on the world.
I know it's conspiratorial but so many things the administration is doing makes mostly sense through the lense of "reduce US influence on the world stage" 2/2
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Imo this is such a ridiculous case. Trump used "exploitative trade deficits" as justification for tariffs on goods. But in the movie and TV side US has a massive surplus financially, but also cultural export is massive. Exact opposite of what Trump is complaining about.
1/2
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I've usee USA based web hotel, or whatever hosting is called, for circa 5 small websites. Because they have good service and I have been happy with them for years etc.
I recently registered 2 domains and built a site. Out of pure principle I switched to a local provider.
And instead of bourbon...
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Buying a new car to drive 4000 miles a year is financially bad no matter the vehicle. (certain exotics excluded)
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And I was just kidding. It just feels that the valuations with no connection to the business have been here already for a long while.
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But the narrative has always been more valuable than the cash flow.
So it needs to be delicately framed.
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You must be old!
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I like the cadillac styling with the crystal vibe mask and all - but the rear quarter with those sliced lights and things are fugly.
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In UK there was some law change at the end of March, all EVs were down a fair but for April - I read what it was but forgot.
Tesla was down more but the massive drop is not quite reflective of reality.
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The sales had already peaked before Elon went nuts in the eyes of the mainstream people. This despite significant, margin eating, price cuts and promotions.
This chart shows stalled growth for Tesla - while EV sales as a whole is still growing 30% or so annually.
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Model S was ground breaking in 2013 and the refresh of 2016 has held up ok. The Y was best seller but is aging too, it was revealed in 2019 and really, a sister model for Model 3 revealed in 2016
They haven’t been ground breaking for a while. Cybertruck in its idiocy is kinda ground breaking I guess
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Oh this one is actually meaningful critique:
the video mentions that the stock started at $17 at the IPO and now is $280 or whatever. This gives the impression that the stock is about 15x of the IPO price.
The stock split twice and when accounted for that it went from $1.30 or so to $280, over 200x
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Not different from Elon's "the freedom of speech is the most valuable thing."
It's the opposites days. But it truly feels like purposeful sabotage. Can they really Dunning Kruger that hard that they think they are better at directing really complex systems?
It's simply stunning.
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Exactly that.
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😂
Onion had the best take:
theonion.com/inside-elon-...
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Hobby stores will be SOL.
But applies of course for electronics, power tools etc. But hobby stores are typically smaller operators.
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This story with variations will be repeating thousands of times in coming months.
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I don't really see that as a 10 billion dollar dilemma (per company). ICE will not disappear in 10 years.
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I disagree on the ICE side. The Legacy is (US manufacturers have done quite badly though) is transitioning with the demand quite successfully. Nothing says they aren't going to keep doing it as demand shifts.
Chinese with price pressure are the challenge not Tesla.
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Of I did not remember the year came after the day. Which indeed makes little sense.
Is fluid ounce the volume that announce (weight) of water takes? As it's ~30ml and ounce is 28g I have always assumed so.
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I think the year-month-day is the way to go even though I am a Finn. Makes sorting logical.
But that is about the only thing I give to US. Fluid ounces are my least favourite concept. And why is it Oz?
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Yup. These are controls for a combine. You want to scan the crops constantly, of course you have screens for showing data and even touch for complex UI but all ”while driving” control is haptic. Doing it all in touch screens would be way cheaper though…
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Tesla has never made 2 million vehicles and this year will be measurably lower.
Benz and BMW are roughly at 2.5 million (BMW bit higher with Mini). VW is at 9 million units sold (lower margin than BMW or Benz).
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In principle I agree. But..
Their decent, and essentially only, product (Model Y) was revealed in 2019. Now we have a facelift but that isn’t much of a car company.
The energy business is boxing up cells made by others. Had once high margins for Tesla name but thise days are over and no moat there.
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The crazy thing is that even at 1/20 it's in the ball park of BMW or Mercedes and not far from VW group.
The last includes VW, Audi, 25% or 50% of Porsche, Skoda, Seat, Cupra, Lamborghini, Bugatti, 87% of Traton (Scania and Man trucks, VW trucks and busses)
So even 1/20th is REALLY generous!
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Both. But you have to have some of the 1st to do the 2nd.
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I used it to point out the ridiculous defence of Elon not wrapping semi or future affordable EV etc.
It's a $800bn company and it can basically develope only one product at a time?
Meanwhile Volvo Ab has dozens and dozens of product lines each with multiple vehicles etc. For $55bn.
Such a joke.
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In the old Twitter I had a thread that went through all the things Volvo Ab (not Volvo cars) does.
Trucks (incl. Renault), Volvo Penta (lot of automation, hybrid and EV powerlines), construction (excavators, dump trucks etc., also electric), specialty mining vehicles, mining autonomy etc. For ~$55bn
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Ah, it was just my view - not really criticism. Short pieces are always a balancing act.
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Ibadmit my bias - I have been critical of musk so long that I am hardly neutral.
One thing that I think was missing from the otherwise great piece: their model lineup is becoming really old and stale. The sales were stalling already before Trump and red pill things.
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It's cost and styling driven choice on stoves.
We have a Siemens with touch control and it's tolerable but obviously knobs would be far more intuitive.