On 20 Nov 2024 at 10:52, (-Phil-) via EV wrote:

> I'm not so sure Elon cares about Tesla as much as he does
> SpaceX

Actually, I think he does care about Tesla, but not as an EV manufacturer.  

He says that Tesla is a robotics and AI company, not an EV company.

He has to say that, because that's what keeps Tesla's stock price in the 
stratosphere, and keeps him the richest person in the world.

Without wanting to speculate too much on what goes on in Musk's head, or why 
investors have bid up Tesla stock to unheard-of levels, I'll just say that 
Musk is desperate to keep that stock priced out of sight.  As the song says, 
desperate men do desperate deeds.

So Elon Musk probably cares very much about Tesla. But I think you're on the 
right track.  He seems to have lost some focus on Tesla EVs.

> Tesla will thrive without any tax credits

Do you really think so?  With Musk giving the finger to the people most 
interested in EVs?

I guess some of those on the other side of the aisle, so to speak, might buy 
CTs.  Enough to make up for the cars' lost sales?  I strongly doubt it.

About 41% of Americans swear they'll never ever buy an EV.  Maybe it's time 
for Tesla to build a Diesel pickup.  :-\

As an aside, keep in mind that from the very beginning, some of Tesla's 
profit has come from selling EV credits to the other guys. That money is 
likely to go poof Real Soon Now.

So IMO, *if* Tesla manages to make good on Musk's science fiction dreams of 
self-driving vehicles, AI, and humanoid robots, Tesla may thrive - though 
I'm not so sure about the rest of us.  

On selling their EVs, maybe not so much. We'll see.

> Especially if it drives other automakers to curtail or cancel their EV
> programs 

That would affect the US, but that's not the only market for EVs.  It's not 
even a particularly good one.  For that you should look to Europe and China.

It's probably too soon to say what effect Musk's very public political 
extremism will have on Tesla's European sales.  

But I can tell you anecdotally that the French know more about US politics 
than about half of US voters, and they're well aware of Musk's place in it.

Also, Europeans and Chinese care more than USians about price, and Tesla 
still doesn't have a low cost EV.

FRANCE:

Tesla Model 3 - 41.5 euro
Citroen EC3 - 23.8k euro
Dacia Spring - 18.9k euro

The Tesla has the most range, but Europeans care less about that than you'd 
think.

-----

CHINA:

Tesla Model 3 - $32k
Aion Y - $14k (600km range)
BYD Seagull - $10.3k (400km range)
Wuling Bingo - $8.4k (410km range)

No wonder Tesla is getting their butts kicked in China.

-----

So, methinks Herr Musk is being a bit incautious.  Not that that's anything 
new.

David Roden, EVDL moderator & general lackey

To reach me, don't reply to this message; I won't get it.  Use my 
offlist address here : http://evdl.org/help/index.html#supt

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