Just Realized.

Topic

Tesla

11 articles in this thread.

Publication trail

When this thread grew

Article counts by publication year.

  1. 20255
  2. 20232
  3. 20222
  4. 20212

  1. Tesla started Cybercab production; the ride business is still the test

    Tesla began Cybercab production in 2026. Building vehicles cleared one checkpoint; paid fleet hours and operating costs needed their own evidence.

  2. Musk's trillion-dollar award puts a price on Tesla's next decade

    Tesla's 2025 CEO award pairs an $8.5 trillion market-value target with operating milestones. Shareholders still carry dilution risk.

  3. Tesla’s cheaper Model 3 and Y are a trim decision, not a new car

    Tesla lowered the entry price with Standard trims. The buyer’s question is whether the missing features are worth the savings.

  4. The returning Bolt’s price is real. Its volume is still a question.

    GM announced a sub-$30,000 Bolt with faster charging. Its limited run makes production volume the part to watch.

  5. The Model Y Performance sells speed. I would check the daily ride.

    Tesla’s refreshed Model Y Performance has strong published acceleration and range. The meaningful upgrade depends on ride and handling.

  6. Tesla's October price cuts put volume beside margin

    Tesla lowered U.S. Model 3 and Model Y prices in October 2023. A cheaper car still needed enough extra orders to justify the lost margin.

  7. Tesla's Q3 delivery drop left the factory explanation to prove

    Tesla delivered 435,059 vehicles in Q3 2023 after planned factory downtime. Sustained output would show whether the upgrades paid off.

  8. Tesla's Texas factory reached its 10,000th Model Y

    Tesla's 10,000th Texas Model Y proved the line was running. It did not show whether production had reached an economical pace.

  9. California's proposed car rebate used the wrong measure of need

    California's March 2022 relief proposal offered a rebate per vehicle and help for transit. Owning a car was a poor measure of need.

  10. Kia's EV6 record tested charging speed, not everyday reliability

    Kia's EV6 beat a U.S. cross-country charging-time record in 2021. A record run still left everyday charger reliability untested.

  11. What I watched in October 2021 earnings

    My October 2021 earnings watchlist focused on Netflix retention, Tesla's factory ramp, and Intel's response to AMD.