VIDEO: Is Tesla On Track With It's Master Plan Or Did Elon Misjudge This Undertaking?

Tesla is in deep caca.

The Model Y was promised this year, but it will arrive next.

The Tesla pickup has gone cold.

The Tesla semi has gone cold.

There are no plans for a new Model S or X, and both of them are becoming quite passe.

Tesla would be miles and miles ahead without Elon at the helm.

Elon is destroying Tesla.

Tesla would be a great company, were it not for the pot smoking bathroom stall banger in charge.

The Model 3 is a result of his megalomania. The S and X made some money and changed the approach to EVs, which prior to Tesla were tiny Leaf like cars. He should have instead gone after a large luxurious SUV. All the new EVs coming to market are at the high end, but profitable.

The S and X were the catalyst for the 3 and the Y, which have 100x the market potential (just like the S and X had 100x the market potential of the Roadster). Eventually they will be the real cash cows along with grid storage while everything else are niche products to round out their offering. The real money will be in autonomy, there will be a huge first mover advantage that I'm predicting will mostly be split between Waymo and Tesla.

Really, SanJose, you've got to lay off the pot.
The model 3 loses money. Elon has to keep lowering the price to keep up demand. Selling more 3s will lose more money.
There may be money in autonomy, but there are years, if not a decade of legal and regulatory hurdles to overcome first. AND GM and MB are already ahead of Tesla and have far larger fleets.
Read up on Enron. Elon shifting his focus to autonomy is new after years of saying his focus is on cars. He knows, as do many if his executives dumping their stock, that tesla cars cannot make a profit. So the shiny thing to hold up to distract his investors is autonomy - which does not hold up to scrutiny.

GM and MB have 0 cars on the road today that could be upgraded to even Level 4 autonomy. Even without autonomy The Model 3 does have a margin. 19% is better than just about any other volume manufacturer. However, the operational costs either have to come down or many more will have to be sold. Closing most of the stores might have been a good decision, but that was rolled back.

Probably three clicks with you posting but who is counting? ;)

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Lol I love how Tesla critics are usually the quickest to click and post on everything tesla, it’s like a beautiful love/hate relationship

Yes you did.

The way forward for Tesla is really simple:

Step 1: Ditch Elon.

Step 2: Cut a deal to market in a near-premium/premium dealer channel. Lexus would be an obvious choice.

The Tesla house with the Tesla car reminds me of Hitler KDF Stadt and his KDF Wagen.

Typical troll with nothing smart to say unable to resist the pull of Godwin's law. Lol. Happens often with this one.

Not sure about the forecasts, however it seems they were overly optimistic including both the volumes of autos and the cost of batteries. However from a basic high level approach his plan seemed reasonable.

Oh and I know there is a lot of Elon critics here around how he runs Tesla, much of it well founded. However you have to give him some credit, he definitely is a visionary who was willing to put his fortune at risk to bring the visions to life, from Tesla to SpaceX and the Boring company (which included a flame thrower). Took some Chutzpah and cohones to make all that happen. We haven't really seen the likes of Elon in a long time.

Given the values of Tesla and SpaceX, I'd say he made more good money making decisions than bad ones.

That is the point, isn't it? He has made a lot if money for himself and relatives (solar tiles way overpaid) while scamming investors and accepting government welfare.

If he was scamming he wouldn't be putting his eggs into EVs and Space. Someone as smart as him would be making a lot more money in other industries.