Waiting for Hehe's post...

1 thing you can't deny is they managed to build up with little competition

i suppose crazy culture helped get them there (building out of tents, telling staff to live at work)

rivian still a bit aways from net profitability despite repurposing an existing automaker plant and lucid already burned 15 billion

Is Tesla still the only EV maker that actually makes money?

No thanks.

Yes, Tesla has often been profitable
only because of selling regulatory (carbon) credits, meaning it would have reported losses in many quarters without this income, especially in early 2025 when credit sales surpassed net income; however, analysts warn this easy money source is shrinking, and recent policy changes (like ending federal EV tax credits and relaxing CAFE standards) significantly threaten its core profitability, making it more reliant on its core auto and energy businesses to stay in the black as credit revenue disappears by 2027.

https://www.marketwatch.com/story/te...sales-837e53b4

Meanwhile their share price is up 12% YTD.

As they say, Tesla is not a car company. It's a tech company that has a subsidiary that sells EVs.

It's a robit company. pay 100k for the robit and 5 bux an hour for some Indian to teleoperate it.

Is robit an Indian version of a robot?

https://lh3.googleusercontent.com/gg...H=s1024-rj-mp2

^this could be a new Hindu God. Why not chalk up another one, since they already got so many

BYD just took over Tesla as the biggest ev maker in the world.

https://www.wired.com/story/byd-trou...x-newtab-en-us

^Still can't buy one in Canada :lol

I want to know what Hehe thinks of this news.

Nothing much. When it comes to investment, I care about the long term.

And when you look at it, has Tesla's long term projection changed much? They might have pivoted away from making EV their central stage, but the general point of view didn't change regardless whether you see it from the latest Master Plan 4 or when I got into TSLA at Master Plan 2.

It's still pursuing sustainable energy in our method of transportation and general energy usage while moving ahead with general abundance with the introduction of Tesla bots, FSD... etc.

If I have learned anything these few years doing investment, it's about ignoring noises and check if the signal is still intact. It's to always focus solely on their pursuit. Because investing in long term means you are lending them time with your money for them to achieve what they want to do.

That's the same case when AMZN lost 1T in market cap. The same thing when NVDA dropped 20%+ within a day or 2. Again, same thing with the big drop TSMC suffered when Berkshire decided to exit their position. I just look at the fundamental reason why I invested in them, has that argument changed at all for worse? If not, I just leave my money there and even use these opportunities to add position.

Tesla is still the leader in EV. Wherever Tesla goes, the market shifts towards it. They aren't meant to stay the largest EV maker forever. But if you look at the grand scheme of things, it's more or less the only EV maker capable of turning any reasonable profit while all other players are losing money or barely making any in the case of BYD. Most Chinese makers derive the vast majority of its "profit" from government subsidies to build EV. If you discount that, none, even BYD makes any money at all.

So, I don't feel much. My position can have 6 figure swing in some major days. But I have grown to not feel distracted. Heck, I don't really even check my portfolio much anymore. I set a calendar for any major stuff and if any notification pops up, I might look at them. But other than that... it is what it is. Market will always swing.

For most long term investments, that's the way to go. Things go sideways when you get twitchy.

You’re criticizing BYD for only being profitable from government subsidies, but Tesla only makes money from government intervention too… every profit they’ve ever shown is from selling offset credits to other manufacturers to meet CAFE requirements.

I’m not saying it’s not worth investing in, all morality set aside, but not really a valid criticism of BYD.

Tesla has had MASSIVE assistance from the US government and others. Protectionism being maybe the biggest one.

wonder if that'll ever change, and if so, what duty/price adjustment would occur.

Canadian 2026 RAV4 Hybrid pricing is out.

On the lower end, Honda's going to need to fire back with a LX Hybrid trim.
On the upper end, the new model is 5-7k more than the 25 RAV4.

Entry Level Hybrid
2025 RAV4 Hybrid LE: $36,505
2026 RAV4 LE AWD: $37,500

Entry Mid Hybrid
2025 RAV4 Hybrid XLE: $39,645
2026 RAV4 XLE AWD: $41,300
2026 CR-V Sport Hybrid: $45,900 >> $5k more than the 26 XLE, 9k more than LE!

Mid Level Hybrid
2025 RAV4 Hybrid XLE Premium: $41,687
2026 RAV4 XLE Premium AWD: $43,800
2026 CR-V Hybrid EX-L: $48,075 >> $5k more than the 26 RAV4!

Soft Road
2025 RAV4 Hybrid Woodland: $42,524
2026 RAV4 Woodland AWD: $47,000 >> $4k more than the 2025
2026 CR-V Trailsport Hybrid: $47,300

Sporty
2025 RAV4 Hybrid XSE: $44,345
2026 RAV4 XSE AWD: $50,900 >> $7k more than 2025
2026 CR-V Hybrid Touring: $51,200

Sport Luxury
RAV4 XSE Tech AWD
2025 RAV4 Hybrid XSE Tech: $46,901
2026 RAV4 XSE Tech AWD: $52,450 >> $5.5k more than 2025
2026 CR-V Hybrid Touring: ~$51,200

Unknown
All RAV4 PHEV pricing.

Not that I have any interest in picking up a Tesla, but I was browsing to get a reference price on Teslas, and I noticed that the TMY is actually priced lower than the TM3?!

TMY long range AWD - $64990
TM3 long range AWD - $79990

WTF?! I always thought TM3 is cheaper than TMY?

wonder the reason for that. are they selling more thus making more and reducing manufacturing costs?

With the amount of effort you put into your posts, you really ought to be compensated.

This post was probably more work than Hobz has put in at the office, for an entire month.

It'd be cool if The Autopian did a new segment called HTPPMI - Hot Takes by a Prior Industry Product Management Intern [working title], and you just randomly uploaded short off-the-cuff snippets like this :p

But what is the feature differential between the Sport Hybrid - which is the middle trim for Honda - vs the XLE for Toyota?

Honda has a LX model but not hybridized.

Did you mean an entire year? A month is very generous. :rukidding:

Joking aside, can anyone realistically even get one without wild dealer markups, Porsche-level mind games, and 3 year wait lists? :confused:

Don't buy Toyota! :mad:

I can't claim to have driven the new RAV4 but judging by the consensus from the pros I can't see how Toyota can compete with the CR-V at the top end when pricing is this close (even assuming the CR-V has less features) as the CR-V is just so much better of a car than the RAV4.

Sure if you want an appliance the RAV4 sells on being a Toyota but the CR-V is, as a car, WAY better.