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It’s not because Elon is a genius and knew how to produce cars cheaper, I think it’s the circumstances at time helped him, cheap raw material, cheap funding … etc I didn’t follow this company too closely but I don’t think Tesla invested in 2012 as much as Rivian did a couple of years ago, just...

What’s Tesla’s delivery expectation quarter by quarter for 2024? Can’t find it

Did Tesla , lucid , ford , GM give those details ? They didn’t because the don’t know yet

There is no doubt that RJ should improve his communication skills with capital markets, I am sure he is great when it comes to suppliers, designers and anything related to the car, but he is not the best when talking to analysts , shareholders and TV hosts. I was a META shareholder when...

The hope is for Mar 7 to create massive orders and optimism about the car, I also don’t expect more short sellers to step in at this already depressed price, they know any good news good send it back to mid-teens easily!

I mean seriously, did they run this teaser with some people before they did it ? Geez it feels like they are doing it intentionally to mess up everything

Do you guys think RJ and his team are considering it ? I hope they are having emergency meetings to figure things out instead of doing the 9-5 business as usual !

The point of his post is to say “don’t pay too much attention to scary articles and interviews” and he is right, I bet in less than 3 months there will be articles about EV demand coming back and you will massive run. Markets are irrational at times and overshoot both ways ( when in Panic and...

I have mid-teens average cost and won’t sell untill it reaches minimum $80. People who think a company that has 100k véhicules out there, $10bn in cash, another car coming out will go bust are dreaming !

This massive sell off is pricing dilution after RJ’s interview on CNBC, he couldn’t even breath normally when the question about cash was asked! He made it worse, example the question about Market expecting 80K whereas guidance is 57K. He could have just said the several weeks of shutdown will...

Investors are punishing the leadership for the execution, bad decision after another and they took the matter lightly.

Lol

Maybe by spring this EV winter will be over !

Does factory gate means inventory not sold ? Also backlog in terms of demand and not supply I think

What 12k units of inventory are you talking about ?

Exactly! And who knows by 2026 maybe Tesla will come up with something new and take the buzz out of R2.

RJ should do what Zuckerberg did with META was at $80, he came out and said it’s time to be efficient and get lean, he fired all the people that come to office to do selfies and marketing, he froze all unnecessary projects and demanded 200% from his employees. If the culture at Rivian is let’s...

Hmm interesting. Thx!

Sorry to hear that, Actually I wonder how much savings they will have from the 10% cut?

How low do you expect it to go ? Let’s Mar 7 will recover some of the drop !