patrick.net

Not sure if it’s photoshop or not. I don’t speak the language, but heard the lady said “Cybertruck” in the video.

https://x.com/ray4tesla/status/1751648079525327166?s=46&t=5lEEPaezr6Ic-W4Z6huZ5Q

This is from Tesla Shanghai Analyst. Can’t be fake, or can it?

https://x.com/teslashanghai/status/1751540422722138413?s=46&t=5lEEPaezr6Ic-W4Z6huZ5Q

Will this guy learn it the hard way, or will the Cybertruck serve his needs just fine?



https://x.com/pmgraham86/status/1751569563412484149?s=46&t=5lEEPaezr6Ic-W4Z6huZ5Q

Eman says

This is from Tesla Shanghai Analyst. Can’t be fake, or can it?

https://x.com/teslashanghai/status/1751540422722138413?s=46&t=5lEEPaezr6Ic-W4Z6huZ5Q

Definitely. Fluffing is Fluffing.

Interesting Cybertruck is not road legal in China. Why display something that Tesla cannot sell? 🤔



https://x.com/ray4tesla/status/1751812174115443008?s=46&t=5lEEPaezr6Ic-W4Z6huZ5Q

Why do some Chinese want to buy this not road legal Cybertruck? It’s either the coolest or the most hated truck for people.

https://x.com/jayinshanghai/status/1751788955580956853?s=46&t=5lEEPaezr6Ic-W4Z6huZ5Q

Saw at least 15 of these angular chariots yesterday while passing by local
Tesla $tealership. It's habbening! I bet next weekend there will be traffic jam on Lake Tahoe Blvd 80% made out of them.

RWSGFY says

Saw at least 15 of these angular chariots yesterday while passing by local
Tesla $tealership. It's habbening! I bet next weekend there will be traffic jam on Lake Tahoe Blvd 80% made out of them.

Tesla has dealerships now?

HeadSet says

RWSGFY says

Saw at least 15 of these angular chariots yesterday while passing by local
Tesla $tealership. It's habbening! I bet next weekend there will be traffic jam on Lake Tahoe Blvd 80% made out of them.

Tesla has dealerships now?

Always had.

RWSGFY says

Always had.

Interesting. I thought Tesla was direct sales only since a few years back in Virginia there was a court case about Tesla flouting a state law about how car manufacturers must sell through dealerships. I did a quick and found a Tesla dealership in Norfolk, VA, as well.

HeadSet says

RWSGFY says

Always had.

Interesting. I thought Tesla was direct sales only since a few years back in Virginia there was a court case about Tesla flouting a state law about how car manufacturers must sell through dealerships. I did a quick and found a Tesla dealership in Norfolk, VA, as well.

They are Tesla-owned $tealerships.

https://realclearwire.com/articles/2024/01/28/so_many_problems_continue_to_plague_the_ev_industry_1007949.html

UkraineIsFucked says

https://realclearwire.com/articles/2024/01/28/so_many_problems_continue_to_plague_the_ev_industry_1007949.html

Of course 430mpg is baloney, because when renting Teslas my calculated fuel price per mile came out at 16 cents while Camry Hybrid was 13 cents per mile in fuel only. Camry Hybrid is not rated 400+ mpg, is it?

Funny this also happened to me. Everything changed when Elon bought Twitter. People are sheep.

Eman says

Funny this also happened to me. Everything changed when Elon bought Twitter. People are sheep.

Yup.

I remember defending Elon at this site years before he bought Twitter pointing out he was the least woke/leftist of all of the big time Silicon Valley CEO's.

socal2 says

Eman says

Funny this also happened to me. Everything changed when Elon bought Twitter. People are sheep.

Yup.

I remember defending Elon at this site years before he bought Twitter pointing out he was the least woke/leftist of all of the big time Silicon Valley CEO's.

Well, you and I have been on both sides of the aisle so we speak from personal experience. People will believe what they want to believe. No point of trying to convince them.

Can’t believe the hatred I witnessed for Elon after he bought Twitter. People, who were for free speech, suddenly showed their real nature. Free speech = whatever they agree with. Otherwise, it’s hate speech.

Eman says

Can’t believe the hatred I witnessed for Elon after he bought Twitter. People, who were for free speech, suddenly showed their real nature. Free speech = whatever they agree with. Otherwise, it’s hate speech.

I actually like Musk for what that's worth. For me it's not about EV's themselves. It's about capacity. We don't have it. It's about infrastructure, we can't lose that tax revenue and repair our already shitty roads. We can't subsidize China and Africa for the minerals needed for batteries. We don't have the electric utility for it to jump even 30%.

My point has been the whole time. They're fun to drive. Not green. And cost more. No one has defeated any of these. Just enjoy it and not get defensive. No biggie on my end. Just don't make shit arguments about the car.

Eman says

China dumping cheap EVs below cost is cooked into those figures.

Don't know if this was posted as far as how much Ford lost on its electric truck. Seems like Tesla is the only viable EV player. I don't think the Chinese are going to be able to dump their cheap EVs on the USA, so they'll just suck out of Tesla in China as much as they can.

^^^^^^^^^^^^^^^^^^^

Ford Loses $36,000 On Every F-150 Lightning Sold – Fires 70% Of EV Workers, Ramps Up Gas Production

https://greenbuildingelements.com/ford-loses-36000-on-every-f-150-lightning-sold-fires-70-of-ev-workers-ramps-up-gas-production/

.

Lucid, the California-based electric vehicle company that makes the Air Sedan, lost over $430,000 for every car it sold in the third quarter of this year, according to the firm's latest financial report.

https://insideevs.com/news/695176/lucid-lost-money-on-every-car-it-made-in-q3-2023/

The standout stat in the article is that Nio loses $35,000 on every car it makes.

https://www.carscoops.com/2023/10/nio-loses-35000-a-car-that-should-scare-the-u-s-and-europe/

Tesla's profit margin per car in 2023 was $8,279, compared to $9580 in 2022, over $6000 in 2021, and over $1700 in 2020.

https://fourweekmba.com/tesla-profit-margin-per-car/#:~:text=Tesla's%20profit%20margin%20per%20car,and%20over%20%241700%20in%202020.

Tesla will do fine until it hits market saturation. Which isn't too far off at the current price point. It needs to come down 20% and at that rate it's no longer profitable. Factor in grid issues, registration, MFT and it's about to slam into a wall.

As repeated before. No issues with EV's. It's not the future though. This market literally has been discovered in the golf cart industry. Hybrids are the future. EV's only work in warm(ish) climates over short distances. Hybrids work everywhere and have better range and power. Cyber Truck is a joke and gimmick. Cool, I can tow something for 50 miles fast, which is illegal anyway so who cares?

We simply don't have the grid for it. Prices per model are too high and that's WITH subsidies. It's provably NOT green so no one can argue that. It's a sports car that's not at a Ferrari level of cost. Upper middle class. Has no balls. I was just at a chick friends house with a Tesla I've driven last night. It's a status, mid life crisis vehicle. Again, not debatable. This is a car market bubble. I can promise I know people in the know more than anyone here with regards to the car market.

Someone, who owns a “real truck” probably $40-$50k new, just bought a “not real truck” for over $100k and wrapped it too. Hope he makes his money back quickly with the biz. 👊

Porsche is stepping up their EV game. Let’s go. 🚀🚀



https://x.com/sawyermerritt/status/1753987985328984370?s=46&t=5lEEPaezr6Ic-W4Z6huZ5Q

I hope it doesn’t catch on fire. 😂

Eman says

Someone, who owns a “real truck” probably $40-$50k new, just bought a “not real truck” for over $100k and wrapped it too. Hope he makes his money back quickly with the biz. 👊

Hope this is sarcasm? First it's over priced. Second the last thing you should EVER do is wrap your car with your business information unless you're a perfect driver. Not likely. Might as well put a target on your back. Either way the $50k plus the wrap is gonna take 10 years to pay off at least over a similar model ICE vehicle.

EV's make zero sense. And they won't. Research golf carts. It will surprise you. 30 year + tech,

We thought about paying to wrap some of our contractors cars but decided against it. Especially if it is someone else's car.

WookieMan says

Eman says

Someone, who owns a “real truck” probably $40-$50k new, just bought a “not real truck” for over $100k and wrapped it too. Hope he makes his money back quickly with the biz. 👊

Hope this is sarcasm? First it's over priced. Second the last thing you should EVER do is wrap your car with your business information unless you're a perfect driver. Not likely. Might as well put a target on your back. Either way the $50k plus the wrap is gonna take 10 years to pay off at least over a similar model ICE vehicle.

EV's make zero sense. And they won't. Research golf carts. It will surprise you. 30 year + tech,

Why would I be sarcastic about a business owner, who made the purchase, that likely works FOR HIM? I wish ALL business owners well and make a boatload of money. It’s not easy to be a business owner. Too easy to be a W2 employee.

I remember reading somewhere about risk taking. It said “Take risk. If you fail, you’ll be wiser. If you succeed, you will be happy you did.” Now standing on the other side of it, it rings so true and I’m happy I did it.

Just looked at my Cybertruck reservation. That business owner paid $113k out the door for the AWD version and $135k if it’s the CyberBeast. The wrap is likely another $5-$8k. Although it’s a nice business writ off per IRS Section 179, it’s a nice chunk of change. Hope he sells enough coffee to recoup the cost.

Lots of power outages here in the Bay Area with the storm.

I hope the hipsters all got their EVs charged up.

Eman says

It’s not easy to be a business owner. Too easy to be a W2 employee.

Too true.

Even power outages are racist. None of my family and friends mentioned about power outages for today…..yet.

Eman says

It’s not easy to be a business owner. Too easy to be a W2 employee.

Dude, it's easy to do one or the other. Done both. I ran my own business. I've also ran someone else's business as a W-2. I ain't hurting at all. My skills are beyond pretty much anyone I know. Running a business is trivial.

I've set up at least 15 LLC's for commercial properties and businesses. Did the taxes. Property management. That was the side gig after running a real estate brokerage with 20 agents. Small, but ain't no one here doing it. And when I say run I mean everything. I'm technically retired. I don't have to wrk and have nothing to manage. My W-2 did me well. Running a business is writing off taxes as you lose money that you're not earning but can still spend.

Apparently power outages are real news. Thankfully we haven’t gotten hit…..yet.

https://x.com/rawsalerts/status/1754364712119050633?s=46&t=5lEEPaezr6Ic-W4Z6huZ5Q

What is Ferrari doing with a Tesla EV? 🤔



https://x.com/sawyermerritt/status/1754621147725939134?s=46&t=5lEEPaezr6Ic-W4Z6huZ5Q

EVs are just a niche market.

(Tesla Fluffers HATE when this FACT is presented)

November, nearly 3,900 automobile dealers across the country sent a letter to President Biden telling him that EV demand is “not keeping up with the large influx of BEVs arriving at our dealerships prompted by the current regulations. BEVs are stacking up on our lots." They continued, saying EVs are “not selling nearly as fast as they are arriving at our dealerships.”

As I explained in the written testimony I submitted to the Senate Energy and Natural Resources Committee last month, EVs have always been a niche-market product, not a mass-market one. And that niche market is dominated by wealthy, white, male, liberal voters who live in a handful of heavily Democratic cities and counties.

Further, that niche market is primarily defined by class and ideology. Some 57% of EV owners earn more than $100,000 annually, 75% are male, and 87% are white. Last March, Gallup reported, “a substantial majority of Republicans, 71%, say they would not consider owning an electric vehicle.”

Last October, researchers at the University of California, Berkeley, released a remarkable study that found “counties with affluent left-leaning cities” like Cambridge, San Francisco, and Seattle “play a disproportionately large role in driving the entire national increase in EV adoption.” The researchers found that over the past decade, about half of all the EVs sold in the U.S. were sold in the most heavily Democratic counties in the country. The summary of the study deserves quoting at length:
The prospect for EVs as a climate change solution hinges on their widespread adoption across the political spectrum. In this paper, we use detailed county-level data on new vehicle registrations from 2012-2022 to measure the degree to which EV adoption is concentrated in the most left-leaning U.S. counties. The results point to a strong and enduring correlation between political ideology and U.S. EV adoption. During our time period about half of all EVs went to the 10% most Democratic counties, and about one-third went to the top 5%. There is relatively little evidence that this correlation has decreased over time, and even some specifications that point to increasing correlation. The results suggest that it may be harder than previously believed to reach high levels of U.S. EV adoption.” (Emphasis added.)

Ford and the other big automakers have been spending billions of dollars to cater to the whims of a tiny segment of the overall car market — a segment heavily concentrated in a handful of liberal counties. That’s a lousy business strategy. But it is an even worse strategy for federal policymakers who must be responsive to the transportation needs of every American, not just those who live in liberal cities and large, wealthy states

In October, the chairman of Toyota Motor Corporation, Akio Toyoda, gloated about his company’s success with hybrids and the friction other automakers face in the EV business. Toyoda said automakers are "finally seeing reality" about all-electric cars. Unfortunately for Ford and its shareholders, finally seeing reality comes with multi-billion-dollar losses.

A final note: Ford’s EV sales in January fell by 11% compared to the same period last year. There’s more carnage ahead for FoMoCo.

https://robertbryce.substack.com/p/ford-lost-47b-on-evs-last-year-or

https://www.theburningplatform.com/2024/02/07/the-plunge-begins/

"Hertz just shot off the flares. It will not be “fully electrified” by 2024 – as it had said it would be back in 2020. It is already much less “electrified.” Hertz may have closed the water tight doors just in time."